UK - 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

Accumulation & Maintenance Plan (English/GBP)
LIA_LU_UK_A&M_EN_GBP

UK - Defensive strategy - GBP
LIA_UK_EN_GBP_IDF&EF_DEF
UK - Moderate strategy - GBP
LIA_UK_EN_GBP_IDF&EF_MOD
UK - Balanced strategy - GBP​LIA_UK_EN_GBP_IDF&EF_BAL
UK - Active strategy - GBP
LIA_UK_EN_GBP_IDF&EF_ACT
UK - Aggressive strategy - GBP​LIA_UK_EN_GBP_IDF&EF_AGG
The FPW Dynamic 6 Income Fund
LIA_UK_EN_GBP_FPWDY6
The FPW Diversified 5 Income Fund​LIA_UK_EN_GBP_FPWDI5
Lombard Russell Sterling Bond Fund​LIA_UK_EN_GBP_FRUKFI
Lombard Russell Aggressive Fund​LIA_UK_EN_GBP_LRAGGR
Lombard Russell Conservative Fund​LIA_UK_EN_GBP_LRCONS
Lombard Russell Moderate Fund​LIA_UK_EN_GBP_LRMODE
Lombard Russell Moderately Aggressive Fund​LIA_UK_EN_GBP_LRMOAG
Lombard Russell Moderately Conservative Fund​LIA_UK_EN_GBP_LRMOCO
Lombard Short Term EUR Fund
LIA_UK_EN_GBP_LSTEUR
Lombard Short Term GBP Fund
LIA_UK_EN_GBP_LSTGBP
Lombard Short Term USD Fund
LIA_UK_EN_GPB_LSTUSD
 
Generic KID Investment Options

Accumulation & Maintenance Plan (RDR)
(English/GBP)

LIA_LU_UK_A&M_EN_GBP

UK - Defensive strategy - GBP
LIA_UK_EN_GBP_IDF&EF_DEF
UK - Moderate strategy - GBP
LIA_UK_EN_GBP_IDF&EF_MOD
UK - Balanced strategy - GBP​
LIA_UK_EN_GBP_IDF&EF_BAL
UK - Active strategy - GBP
LIA_UK_EN_GBP_IDF&EF_ACT
UK - Aggressive strategy - GBP
LIA_UK_EN_GBP_IDF&EF_AGG
The FPW Dynamic 6 Income Fund​
LIA_UK_EN_GBP_FPWDY6
The FPW Diversified 5 Income Fund
LIA_UK_EN_GBP_FPWDI5
Lombard Russell Sterling Bond Fund
LIA_UK_EN_GBP_FRUKFI
Lombard Russell Aggressive Fund
LIA_UK_EN_GBP_LRAGGR
Lombard Russell Conservative Fund​
LIA_UK_EN_GBP_LRCONS
Lombard Russell Moderate Fund​
LIA_UK_EN_GBP_LRMODE
Lombard Russell Moderately Aggressive Fund​LIA_UK_EN_GBP_LRMOAG
Lombard Russell Moderately Conservative Fun
LIA_UK_EN_GBP_LRMOCO
Lombard Short Term EUR Fund
LIA_UK_EN_GBP_LSTEUR
Lombard Short Term GBP Fund
LIA_UK_EN_GBP_LSTGBP
Lombard Short Term USD Fund
LIA_UK_EN_GBP_LSTUSD
 
Generic KID Investment Options

Flexible Legacy Plan (English/GBP)
LIA_LU_UK_FLP_EN_GBP

UK - Defensive strategy - GBP
LIA_UK_EN_GBP_IDF&EF_DEF
UK - Moderate strategy - GBP
LIA_UK_EN_GBP_IDF&EF_MOD
UK - Balanced strategy - GBP
LIA_UK_EN_GBP_IDF&EF_BAL
UK - Active strategy - GBP
LIA_UK_EN_GBP_IDF&EF_ACT
UK - Aggressive strategy - GBP
LIA_UK_EN_GBP_IDF&EF_AGG
The FPW Dynamic 6 Income Fund
LIA_UK_EN_GBP_FPWDY6
The FPW Diversified 5 Income Fund
LIA_UK_EN_GBP_FPWDI5
Lombard Russell Sterling Bond Fund
LIA_UK_EN_GBP_FRUKFI
Lombard Russell Aggressive Fund
LIA_UK_EN_GBP_LRAGGR
Lombard Russell Conservative Fund
LIA_UK_EN_GBP_LRCONS
Lombard Russell Moderate Fund
LIA_UK_EN_GBP_LRMODE
Lombard Russell Moderately Aggressive Fund
LIA_UK_EN_GBP_LRMOAG
Lombard Russell Moderately Conservative Fund
LIA_UK_EN_GBP_LRMOCO
Lombard Short Term EUR Fund
LIA_UK_EN_GBP_LSTEUR
Lombard Short Term GBP Fund
LIA_UK_EN_GBP_LSTGBP
Lombard Short Term USD Fund
LIA_UK_EN_GBP_LSTUSD
 
Generic KID Investment Options

Flexible Legacy Plan (RDR)
(English/GBP)

LIA_LU_UK_FLP_EN_GBP

UK - Defensive strategy - GBP
LIA_UK_EN_GBP_IDF&EF_DEF
UK - Moderate strategy - GBP
LIA_UK_EN_GBP_IDF&EF_MOD
UK - Balanced strategy - GBP
LIA_UK_EN_GBP_IDF&EF_BAL
UK - Active strategy - GBP
LIA_UK_EN_GBP_IDF&EF_ACT
UK - Aggressive strategy - GBP
LIA_UK_EN_GBP_IDF&EF_AGG
The FPW Dynamic 6 Income Fund
LIA_UK_EN_GBP_FPWDY6
The FPW Diversified 5 Income Fund
LIA_UK_EN_GBP_FPWDI5
Lombard Russell Sterling Bond Fund
LIA_UK_EN_GBP_FRUKFI
Lombard Russell Aggressive Fund
LIA_UK_EN_GBP_LRAGGR
Lombard Russell Conservative Fund
LIA_UK_EN_GBP_LRCONS
Lombard Russell Moderate Fund
LIA_UK_EN_GBP_LRMODE
Lombard Russell Moderately Aggressive Fund
LIA_UK_EN_GBP_LRMOAG
Lombard Russell Moderately Conservative Fund
LIA_UK_EN_GBP_LRMOCO
Lombard Short Term EUR Fund
LIA_UK_EN_GBP_LSTEUR
Lombard Short Term GBP Fund
LIA_UK_EN_GBP_LSTGBP
Lombard Short Term USD Fund
LIA_UK_EN_GBP_LSTUSD
 
Generic KID Investment Options

Private Client Portfolio
(English/GBP)

LIA_LU_UK_PCP_EN_GBP

UK - Defensive strategy - GBP
LIA_UK_EN_GBP_IDF&EF_DEF
UK - Moderate strategy - GBP
LIA_UK_EN_GBP_IDF&EF_MOD
UK - Balanced strategy - GBP
LIA_UK_EN_GBP_IDF&EF_BAL
UK - Active strategy - GBP
LIA_UK_EN_GBP_IDF&EF_ACT
UK - Aggressive strategy - GBP
LIA_UK_EN_GBP_IDF&EF_AGG
The FPW Dynamic 6 Income Fund
LIA_UK_EN_GBP_FPWDY6
The FPW Diversified 5 Income Fund
LIA_UK_EN_GBP_FPWDI5
Lombard Russell Sterling Bond Fund
LIA_UK_EN_GBP_FRUKFI
Lombard Russell Aggressive Fund
LIA_UK_EN_GBP_LRAGGR
Lombard Russell Conservative Fund
LIA_UK_EN_GBP_LRCONS
Lombard Russell Moderate Fund
LIA_UK_EN_GBP_LRMODE
Lombard Russell Moderately Aggressive Fund
LIA_UK_EN_GBP_LRMOAG
Lombard Russell Moderately Conservative Fund
LIA_UK_EN_GBP_LRMOCO
Lombard Short Term EUR Fund
LIA_UK_EN_GBP_LSTEUR
Lombard Short Term GBP Fund
LIA_UK_EN_GBP_LSTGBP
Lombard Short Term USD Fund
LIA_UK_EN_GBP_LSTUSD
 
Generic KID Investment Options

Private Client Portfolio (RDR)
(English/GBP)

LIA_LU_UK_PCP_EN_GBP

UK - Defensive strategy - GBP
LIA_UK_EN_GBP_IDF&EF_DEF
UK - Moderate strategy - GBP
LIA_UK_EN_GBP_IDF&EF_MOD
UK - Balanced strategy - GBP
LIA_UK_EN_GBP_IDF&EF_BAL
UK - Active strategy - GBP
LIA_UK_EN_GBP_IDF&EF_ACT
UK - Aggressive strategy - GBP
LIA_UK_EN_GBP_IDF&EF_AGG
The FPW Dynamic 6 Income Fund
LIA_UK_EN_GBP_FPWDY6
The FPW Diversified 5 Income Fund
LIA_UK_EN_GBP_FPWDI5
Lombard Russell Sterling Bond Fund
LIA_UK_EN_GBP_FRUKFI
Lombard Russell Aggressive Fund
LIA_UK_EN_GBP_LRAGGR
Lombard Russell Conservative Fund
LIA_UK_EN_GBP_LRCONS
Lombard Russell Moderate Fund
LIA_UK_EN_GBP_LRMODE
Lombard Russell Moderately Aggressive Fund
LIA_UK_EN_GBP_LRMOAG
Lombard Russell Moderately Conservative Fund
LIA_UK_EN_GBP_LRMOCO
Lombard Short Term EUR Fund
LIA_UK_EN_GBP_LSTEUR
Lombard Short Term GBP Fund
LIA_UK_EN_GBP_LSTGBP
Lombard Short Term USD Fund
LIA_UK_EN_GBP_LSTUSD
 
Generic KID Investment Options

Wealth Passport - UK Hybrid Policy ®
(English/USD)

LIA_LU_UK_Wealthpassport_EN_USD

UK - Defensive strategy - USD
LIA_UK_Wealthpassport_EN_USD_IDF_DEF
UK - Moderate strategy - USD
LIA_UK_Wealthpassport_EN_USD_IDF_MOD
UK - Balanced strategy - USD
LIA_UK_Wealthpassport_EN_USD_IDF_BAL
UK - Active strategy - USD
LIA_UK_Wealthpassport_EN_USD_IDF_ACT
UK - Aggressive strategy - USD
LIA_UK_Wealthpassport_EN_USD_IDF_AGG
 
Generic KID Investment Options

Wealth Passport - UK Hybrid Policy ® (RDR)
(English/USD)

LIA_LU_UK_Wealthpassport_EN_USD

UK - Defensive strategy - USD
LIA_UK_Wealthpassport_EN_USD_IDF_DEF
UK - Moderate strategy - USD
LIA_UK_Wealthpassport_EN_USD_IDF_MOD
UK - Balanced strategy - USD
LIA_UK_Wealthpassport_EN_USD_IDF_BAL
UK - Active strategy - USD
LIA_UK_Wealthpassport_EN_USD_IDF_ACT
UK - Aggressive strategy - USD
LIA_UK_Wealthpassport_EN_USD_IDF_AGG
 
  Product code Investment Options
 

Wealth Preservation Trust (English/GBP)
LIA_LU_UK_WPT_EN

UK - Defensive strategy - GBP
LIA_UK_EN_GBP_IDF&EF_DEF
  UK - Moderate strategy - GBP
LIA_UK_EN_GBP_IDF&EF_MOD
  UK - Balanced strategy - GBP
LIA_UK_EN_GBP_IDF&EF_BAL
  UK - Active strategy - GBP
LIA_UK_EN_GBP_IDF&EF_ACT
  UK - Aggressive strategy - GBP
LIA_UK_EN_GBP_IDF&EF_AGG
  The FPW Dynamic 6 Income Fund
LIA_UK_EN_GBP_FPWDY6
  The FPW Diversified 5 Income Fund
LIA_UK_EN_GBP_FPWDI5
  Lombard Russell Sterling Bond Fund
LIA_UK_EN_GBP_FRUKFI
  Lombard Russell Aggressive Fund
LIA_UK_EN_GBP_LRAGGR
  Lombard Russell Conservative Fund
LIA_UK_EN_GBP_LRCONS
  Lombard Russell Moderate Fund
LIA_UK_EN_GBP_LRMODE
  Lombard Russell Moderately Aggressive Fund
LIA_UK_EN_GBP_LRMOAG
  Lombard Russell Moderately Conservative Fund
LIA_UK_EN_GBP_LRMOCO
  Lombard Short Term EUR Fund
LIA_UK_EN_GBP_LSTEUR
  Lombard Short Term GBP Fund
LIA_UK_EN_GBP_LSTGBP
  Lombard Short Term USD Fund
LIA_UK_EN_GBP_LSTUSD
 
  Generic KID Investment Options
 

Wealth Preservation Trust (RDR)
(English/GBP)

LIA_LU_UK_WPT_EN

UK - Defensive strategy - GBP
LIA_UK_EN_GBP_IDF&EF_DEF
  UK - Moderate strategy - GBP
LIA_UK_EN_GBP_IDF&EF_MOD
  UK - Balanced strategy - GBP
LIA_UK_EN_GBP_IDF&EF_BAL
  UK - Active strategy - GBP
LIA_UK_EN_GBP_IDF&EF_ACT
  UK - Aggressive strategy - GBP
LIA_UK_EN_GBP_IDF&EF_AGG
  The FPW Dynamic 6 Income Fund
LIA_UK_EN_GBP_FPWDY6
  The FPW Diversified 5 Income Fund
LIA_UK_EN_GBP_FPWDI5
  Lombard Russell Sterling Bond Fund
LIA_UK_EN_GBP_FRUKFI
  Lombard Russell Aggressive Fund
LIA_UK_EN_GBP_LRAGGR
  Lombard Russell Conservative Fund
LIA_UK_EN_GBP_LRCONS
  Lombard Russell Moderate Fund
LIA_UK_EN_GBP_LRMODE
  Lombard Russell Moderately Aggressive Fund
LIA_UK_EN_GBP_LRMOAG
  Lombard Russell Moderately Conservative Fund
LIA_UK_EN_GBP_LRMOCO
  Lombard Short Term EUR Fund
LIA_UK_EN_GBP_LSTEUR
  Lombard Short Term GBP Fund
LIA_UK_EN_GBP_LSTGBP
  Lombard Short Term USD Fund
LIA_UK_EN_GBP_LSTUSD
 

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