Professional Portfolio Forms
| Name | Description | Client Type | Type/Size |
|---|---|---|---|
| Portfolio Bond Dealing Instruction Form | Portfolio Bond Dealing Instruction Form | All | PDF (43 KB) |
| Encashment Request Form | Full/Partial encashment of a Portfolio Bond | All | PDF (89 KB) |
| Structured Product Client Disclaimer Form | The structured note waiver is required to be signed prior to any investment into a structured note product. | All | PDF (45 KB) |
| Nomination / Change of Beneficiary Form | To nominate or change the name of a beneficiary of your policy | All | PDF (22 KB) |
| Fund Client Disclaimer Form | The regular fund waiver which is required to be signed for certain fund selections. | All | PDF (44 KB) |
| Deed of Assignment | To be completed when assigning a portfolio bond. | All | PDF (37 KB) |
| Source of funds questionnaire | For Financial Adviser use only | All | PDF (122 KB) |
| Lost policy declaration | This form must be completed if the policy documents are lost in transit or have never been received by the client. New policy documents will then be re-issued by Generali PanEurope. | All | PDF (117 KB) |