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INTERNATIONAL PORTFOLIO BOND STRUCTURED PRODUCT ADDITIONAL DETAILS FORM Policy Number×Illustration Reference (the Policy) Name’s) of Policyholder’s) Asset Name Account Type (the Asset) This type
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How to Fill Out Structured Product Additional Details:

01
Familiarize yourself with the structured product: Before filling out the additional details, make sure you understand the nature and purpose of the structured product. Read the product's prospectus or any other relevant documentation to gain a clear understanding of its features and risks.
02
Gather the required information: Collect all the necessary information that is required to complete the additional details section. This may include details about the issuer, underlying assets, maturity date, payment schedule, and any specific terms or conditions.
03
Complete the necessary forms: Most structured products will have a dedicated section or form where you can provide the additional details. Fill out the form accurately and ensure that all the required fields are completed. Double-check your entries to avoid any errors or omissions.
04
Consult with a financial advisor if needed: If you feel uncertain about any aspect of filling out the additional details or have questions regarding the structured product, it is advisable to seek guidance from a qualified financial advisor. They can provide you with insights and clarify any doubts you may have.
05
Review and submit the information: Once you have completed the additional details section, carefully review all the information provided. Make sure it is accurate, consistent, and reflective of your intentions. If everything looks correct, submit the filled-out form or documentation as per the instructions provided.

Who needs structured product additional details?

01
Investors: Individual or institutional investors who are considering investing in a structured product need to understand the additional details. This information helps them assess the risks, returns, and suitability of the product for their investment goals.
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Financial advisors: Professionals in the financial industry, such as financial planners or investment advisors, need structured product additional details to provide suitable recommendations to their clients. They use this information to evaluate the product's potential benefits and drawbacks to align it with the client's investment objectives.
03
Regulators and Compliance Authorities: Regulatory bodies and compliance authorities require structured product additional details to monitor and ensure that financial institutions and issuers comply with the necessary regulations. These details help them assess the product's compliance with legal and regulatory requirements.
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Structured product additional details refer to specific information about a structured product that is required to be reported.
Financial institutions or individuals who issue or manage structured products are required to file structured product additional details.
Structured product additional details can be filled out by providing all the necessary information and submitting the form according to regulatory guidelines.
The purpose of structured product additional details is to provide transparency and ensure compliance with regulations regarding structured products.
Information such as product features, terms and conditions, risks, pricing, and other relevant details must be reported on structured product additional details.
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Relevant keywords

Postcode DAC UK CLIA canadalifeinternational FSCS ID7138 116R factsheet Policyholder Signatories allocate ie deducted liabilities regulated Ireland Illustration withdrawals incur undertaken notification substantially STRUCTURED recourse diligence recycled

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