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Asset Management Policy - France

Please note, this product is no longer open for new subscriptions. Existing Policyholders can find relevant information and forms below.

Unclaimed insurance contracts in France

Literature

Additional Premium Application Form

Declaration of Residence

Encashment Form

Individual Tax Residency Self-Certification

Nomination of Beneficiary

Regular Withdrawal Form

Change of contact details

Death claim form

Know Your Customer (KYC) for Private Customers

Know Your Customer (KYC) for Private Customers (for joint applicants)

Additional Information for Legal Entity Applicants

Anti Money Laundering Guidelines Individual

Anti Money Laundering Guidelines Legal Entities

Guide to Anti Money Laundering

Guide to Asset Valuation Policy

Guide to Cost and Charges

Guide to Managing Cash Accounts

Guide to Policy Withdrawals

Guide to Portfolio Investment Accounts

Guide to pre-appointed Asset Managers and Custodians List

Guide to Security Transfer Requests

Guide to your complaint and us

Permitted Assets and Exchanges (Direct)

Permitted Assets and Exchanges (Managed)

Dealing Guidelines and Request Form

You are welcome to contact us if you have any further questions.

We are open from Monday to Friday 08:30–15:30, Irish time.

+353 1 487 07 00

operations@seb.ie

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