17 PIMS COMPANY AND INDIVIDUAL TRUSTEE APPLICATION FORM – LIFE ASSURANCE
10 DECLARATION CONTINUED
d) I accept that RL360 has the right to sell assets linked to the plan without requiring my permission. RL360 may do this if it
decides that an asset may have harmful legal or tax consequences under law.
e) I am aware that there may be fees to pay when RL360 sells one or more of the assets linked to the plan. Any fees due when
selling an asset should be detailed by the asset manager in the asset documentation.
f) I conﬁrm that I am aware of the fees that must be paid in relation to the chosen assets. I realise that these fees are required to
cover the costs of promoting and distributing the assets, including any commission paid to my appointed adviser(s).
a) I conﬁrm that I have the necessary powers to take out this plan and enter into a contract with RL360.
b) I also conﬁrm that my company has not been, and is not in the process of being, struck-o, dissolved, wound-up or
c) I agree that I will notify RL360 in writing immediately when any of the directors, list of authorised signatories or trustees
d) I agree that I will provide evidence of identity and current residential address when asked by RL360. I also acknowledge that
RL360 can ask for an up-to-date authorised signatory list at any time.
e) I am aware that RL360 is authorised to obtain a bank reference at any time.
This form collects your personal data. We require your personal data so we can provide you with services relating to the
performance of your contract. You may ask us to stop processing your data, however this may disrupt the services RL360 can
provide to you or may stop us being able to assist you. To ﬁnd out how long we will keep your data, please refer to our privacy
policy at www.rl360.com/privacy. Any data you provide to RL360 may be shared, if allowed by law, with other companies both
inside and outside of RL360 and to persons who act on your behalf. Data and information about you can be transferred outside
of the Isle of Man and RL360 may be required to provide it to its regulator, its government or anyone else required by law.
RL360 will use your data and information to allow for the administration of your plan, prevent crime, prosecute criminals and for
market research and statistics. RL360 will, at all times, make sure that your data and information is only used in ways that are
allowed by law.
You can receive a copy of the information RL360 holds about you free of charge by writing to our Data Protection Ocer at:
RL360, International House, Cooil Road, Douglas, Isle of Man, IM2 2SP, British Isles, or by emailing email@example.com. We can reserve
the right to not send you your personal data in some circumstances - if we do we will write to you setting out the reasons why.
Politically Exposed Persons
A Politically Exposed Person (PEP) is a person entrusted with prominent public functions, their immediate family members or
persons known to be close associates of such persons. Examples of PEPs include political ﬁgures, members of the judiciary,
diplomatic service ocers, managers and supervisors of state owned enterprises and senior ranking military ocers.
Please add the names of any PEPs associated with this application in the box below.
Where this box is left blank, you are conﬁrming that no PEPs are associated with this plan.
I agree to my plan being governed by Isle of Man law and to the Isle of Man Courts having the right to decide any case that
maybe brought in relation to my plan.
I am aware that I have the right to cancel my plan as detailed in the Key Information Document. I understand that the amount I
get back may be less than what I paid where my selected assets have fallen in value. I am aware that to cancel my plan I will need
to complete the Cancellation Notice and return it to RL360.