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Application form for personal investors only - Legal and General

Application form for personal investors only - Legal and General 2025

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The document is an application form for the International Portfolio Bond, intended for personal investors. It outlines the necessary steps and requirements for completing the application, including identity verification, tax residency declarations, investment details, and anti-money laundering compliance. The form emphasizes the importance of understanding the product features, risks associated with investments, and provides guidelines for submitting the application along with payment. It also includes sections for multiple applicants and life assured details.

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What is LG in business?

Our parent company, Legal General Group Plc, is one of the worlds leading multinational financial services companies and has been since 1836. Headquartered in London, the firm has over $1.7 trillion in total assets under management. The Legal General footprint spans the US, Europe, and Asia.

What is LG retail?

Our Retail division helps people enjoy a more colourful retirement, both directly and through their employers, including Lifetime Mortgages, Retirement Interest Only Mortgages and financial advice on our range of lending products.

What does LG do?

Were a UK market leader in life insurance, workplace pensions and retirement income, supporting customers throughout their lives to help them save, plan, protect and enjoy retirement.

Is Legal General a good insurance company?

Legal General America is ranked as the number one provider of term life insurance in the US, issuing more than $105 billion in new coverage in 2023.

What is the best LG fund?

The LG Future World Global Opportunities fund has been the top performing fund in theIA Mixed Investment 20-60% Shares sector over the past 5 years with returns of 36.71% ranking 1st out of 153 funds in the sector. 102 of the 448 Legal and General funds analysed received a top performing 4 or 5 star rating.

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