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Request for fixed account loan withdrawal for the SEP

  • Type: pdf
  • Ref: 14653
  • Published: 22/11/2021

Swedish Executive Portfolio Terms – PRIIPS plus endorsement 14382

  • Type: pdf
  • Ref: 14495
  • Published: 22/11/2021
The Swedish Executive Portfolio – PRIIPs policy terms.
Please use this application form for individual investors wishing to invest in the Swedish Executive Portfolio – PRIIPs. This application is bilingual. Please note that you will also need to fill out the Tax Declaration and Self Certification document.
Please use this application form for corporate investors wishing to invest in the Swedish Executive Portfolio – PRIIPs. This application is bilingual. Please note that you will also need to fill out the Tax Declaration and Self Certification document.

Swedish Executive Portfolio KID (Swe)

  • Type: pdf
  • Ref: 14414
  • Published: 01/03/2022

Swedish Executive Portfolio KID (English)

  • Type: pdf
  • Ref: 14062
  • Published: 23/02/2022
This is the Key Information Document (KID) for the Swedish Executive Portfolio – PRIIPs.

Self-Certification FATCA & CRS (Entity) – Sweden

  • Type: pdf
  • Ref: 12690
  • Published: 22/11/2021
Please use this form to confirm the tax status for Trustee and Corporate applicants.

Top-up form for SEP

  • Type: pdf
  • Ref: 12857
  • Published: 08/04/2022
Gäller för privatägd, samt företagsägd försäkring. Please use this form if you would like to add an additional lump sum to an existing Swedish Executive Portfolio. This form can be used for individual and corporate investors. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document, if […]
Please use this form to confirm the tax status for individual applicants.

Withdrawal and Surrender form for Sweden (SEP)

  • Type: pdf
  • Ref: 12362
  • Published: 22/11/2021
Det här formuläret ska användas för att begära ett helt eller delvist återköp av eller en regelbundet uttag från en Quilter International Ireland dac Swedish Executive Portfolio. This form should be used to request a full or partial surrender or a regular withdrawal for a Swedish Executive Portfolio.