Whole of Life Application Form (W10243) - Legal & General

PART 7 – POLICY OWNER QUESTIONNAIREThis questionnaire only applies if you have answered ‘Yes’ to the third question in Part 3 on page 12.• The Policy Owner is the person who will be the owner of any benefits paid out on the policy.• Please note, if the Policy Owner is not the Client(s) they must be over 18 and have an insurable interestin the Client(s).• Please consult your Financial Adviser if you wish to assign your policy to someone else once the policyhas been accepted and issued.• Your Financial Adviser can help you to complete this section.Policy OwnerSecond Policy Owner (if applicable)1. Is the Policy Owner anindividual or a business?For Joint cover, use the ‘Policy Owner’ column foranswers in this Part.An individualA businessAn individualA business2. What is the name of thePolicy Owner?Give the full name or businessname as applicable.Mr/Mrs/Miss/Ms/Dr/Rev/OtherForename(s) and middle name(s) in fullMr/Mrs/Miss/Ms/Dr/Rev/OtherForename(s) and middle name(s) in fullorSurnameBusinessnameorSurnameBusinessname3. Contact name within theorganisation?4. What is the Policy Owner’srelationship to the Client(s)?SpouseBusiness PartnerEmployerEx-spouseSpouseBusiness PartnerEmployerEx-spouseCohabiting PartnerEx-partnerCohabiting PartnerEx-partnerRegisteredCivil PartnerTrusteeRegisteredCivil PartnerTrusteeCreditorOtherCreditorOtherCo-shareholderCo-shareholder5. What is the Policy Owner’scurrent address?Please give the full address(including postcode) of theperson or business who is toown the policy(ies).PostcodePostcode6. What are the Policy Owner’scontact details?If the policy is to be owned bya business, please give thecontact details of the business’srepresentative.Work phoneHome phoneMobile phoneWork phoneHome phoneMobile phone7. Declaration of the Policy Owner(s)(who is not the Client(s))This Declaration should beread, confirmed, signed anddated by the Policy Owner,not by the Client(s).Page 18I declare that the answers given are, to the best of my knowledge and belief, true and complete.Use of personal information: Legal & General takes client privacy very seriously. I understand thatLegal & General will use the personal information collected via this application and any other informationthat I provide to Legal & General (“my information”) for the purposes of:1. Providing me with Legal & General products and services and dealing with my enquiries and requests;2. Underwriting and administering my policy including processing claims; and3. Carrying out market research, statistical analysis and client profiling.I understand that given the global nature of Legal & General’s business, it may be necessary to transfermy information to countries outside the European Economic Area in order to provide Legal & General’sservices to me.Whole of Life Protection Plan – Application Form and Additional Questionnaires