Skip to main content
Log in

Literature library

Filter

Category
Literature type
This tax guide gives you information for your clients who own a French Executive Portfolio and are resident in France.

Appointing a fund adviser to your French Executive Portfolio

  • Type: pdf
  • Ref: 20844
  • Published: 29/11/2021
Please use this form if clients wish to appoint a fund adviser to their French Executive Portfolio.

French Executive Portfolio tax note

  • Type: pdf
  • Ref: 20734
  • Published: 29/11/2021
This is a summary of the French tax regime for the taxation of investment linked Assurance Vie policies when the policyholder is tax resident in France.

French Executive Portfolio withdrawal form

  • Type: pdf
  • Ref: 20786
  • Published: 29/11/2021
This withdrawal form is to be used for the French Executive Portfolio only.

French Executive Portfolio Key Information Document (French)

  • Type: pdf
  • Ref: 20841
  • Published: 29/11/2021
This is the Key Information Document (KID) for the French Executive Portfolio. This KID has been translated into French.

French Executive Portfolio – summary of charging structures

  • Type: pdf
  • Ref: 20852
  • Published: 29/11/2021
This adviser summary provides information on some of the charges that apply to the French Executive Portfolio. You and your client are able to choose which charging structure is most suitable for your client’s need.

Change of investment strategy – French Executive Portfolio

  • Type: pdf
  • Ref: 20818
  • Published: 29/11/2021
Please use this form if your client wishes to change their investment strategy on their French Executive Portfolio.

French Executive Portfolio dealing form

  • Type: pdf
  • Ref: 20736
  • Published: 29/11/2021
Please use this form if your clients wish to change the assets their French Executive Portfolio is linked to.

French Executive Portfolio asset list

  • Type: pdf
  • Ref: 20803
  • Published: 22/03/2022
This document shows the list of assets you can linked the value of your French Executive Portfolio to.

Clause beneficiare demembree

  • Type: pdf
  • Ref: 20688
  • Published: 14/03/2022
Please use this form if your client would like to nominate a beneficiary using a clause bénéficiaire démembrée specific to French law.