Jersey - Key Information Documents
For each product you will find a “generic” Key Information Document (KID”) and a series of Specific Information Documents (“SIDs”) corresponding to each investment option available for the product. These investment options are based on standardised investment profiles and/or the profiles/strategies pre-defined in the characteristics of the product, if any.
 
The generic KID corresponding to the selected product is to be signed and dated by the client, on the first page of the document. The original signed KID should be included in the application pack to be submitted to Lombard International Assurance.
 
All SIDs linked to the product remain available below and do not need to be remitted in paper version to the client (unless the client specifically requests a paper copy).

 
Generic KID Investment Options

Private Client Portfolio (English/GBP)

LIA_LU_JE_PCP_EN_GBP
JE - Defensive strategy – GBP​
LIA_JE_EN_GBP_IDF&EF_DEF
JE - Moderate strategy – GBP​
LIA_JE_EN_GBP_IDF&EF_MOD
JE - Balanced strategy – GBP​
LIA_JE_EN_GBP_IDF&EF_BAL
JE - Active strategy – GBP​
LIA_JE_EN_GBP_IDF&EF_ACT
JE - Aggressive strategy – GBP​
LIA_JE_EN_GBP_IDF&EF_AGG