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If you are an individual policyholder with an insurance contract invested in one or more of the H2O SP Funds, please do not complete this form and instead contact the insurer that holds the Units.

Capitalised terms used in the form below have defined meanings – please refer to the Glossary for their definitions.

Is this a first submission?Missing or incorrect value
Please select the appropriate option below:Missing or incorrect value

The Unitholder holds units in the following funds:Missing or incorrect value

Download the full Settlement Agreement (including the Settlement Offer and the Acceptance of the Settlement Agreement):
Drag files here or use the button below. Remove File
Upload the executed Settlement Agreement:
Drag files here or use the button below. Remove File
Missing or incorrect valueIf more convenient you may upload the Acceptance of the Settlement Agreement section only (i.e. pages 2 and 3 of the document), once you have completed the details requested and added your signature.
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After your submission, you will receive by email a copy of these documents for your records.

When you press "Submit" you will receive an email from "h2o-identification@is.kroll.com". Please add this email to your allowed senders list. This email will have a PDF copy of your submission (with your supporting documents as a separate attachment), as well as your unique instruction reference. 
 
Please also see below the link to our privacy policy:
 
 
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