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Title	Description	Insurer	Asset Type	Process	Excerpt
Partial surrender request	Use this form to request a withdrawal from your policy/contract – Finland	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch		Use this form to request a withdrawal from your policy/contract – Finland Surrender/Claim/Withdrawal/Switch Partial surrender request ULU PCON1421
Source of Wealth Questionnaire	This questionnaire seeks to obtain information and documentation from the adviser to establish the source of wealth of high-risk clients of Utmost International Isle of Man Limited and Utmost PanEurope dac	Utmost Wealth Solutions	Operational Forms	Addition to your Policy, New Policy	This questionnaire seeks to obtain information and documentation from the adviser to establish the source of wealth of high-risk clients of Utmost International Isle of Man Limited and Utmost PanEurope dac Operational Forms Source of Wealth Questionnaire UWSQ PR \| 20888
Tax Declaration and Self Certification for Entity Investors	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for Entity investors such as, companies, corporate trusts or foundations.	Utmost Wealth Solutions	Operational Forms	Making a change to your policy, New Policy	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for Entity investors such as, companies, corporate trusts or foundations. Operational Forms Tax Declaration and Self Certification for Entity Investors UWSQ PR \| 12415
Tax Declaration and Self Certification for Individual Investors	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders, persons authorised to sign on behalf of the policyholder, for example their Power of Attorney or court appointed Deputy, and individuals linked to the trust where Utmost International Trustee Solutions Limited are the appointed trustee.	Utmost Wealth Solutions	Operational Forms	Addition to your Policy, Making a change to your policy, New Policy, Surrender or Claim	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders, persons authorised to sign on behalf of the policyholder, for example their Power of Attorney or court appointed Deputy, and individuals linked to the trust where Utmost International Trustee Solutions Limited are the appointed trustee. Operational Forms Tax Declaration and Self Certification for Individual Investors UWSQ PR \| 12373
Technical Note Moving from Finland to Spain	Utmost PanEurope technical briefing regarding policyholders who wish to move from Finland to Spain and take their policy with them.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Making a change to your policy	Utmost PanEurope technical briefing regarding policyholders who wish to move from Finland to Spain and take their policy with them. Tax and regulatory Literature/technical sales aids and literature Technical Note Moving from Finland to Spain UWS PR 00405
Tax Declaration and Self-Certification for Trusts	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for trusts where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Making a change to your policy, New Policy	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for trusts where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust. Tax and regulatory Literature/technical sales aids and literature Tax Declaration and Self-Certification for Trusts UTSQ PR \| 20885
Utmost Wealth Solutions Company Brochure – Adviser version	Company brochure for Utmost Wealth Solutions (Financial Adviser only).	Utmost Wealth Solutions	Marketing Collateral	New Policy	Company brochure for Utmost Wealth Solutions (Financial Adviser only). Marketing Collateral Utmost Wealth Solutions Company Brochure – Adviser version UPE_WS \| 05226
Ilmoitus Verosääntöjen Noudattamisesta Oikeushenkilöille (Tax Declaration and Self-Certification for Entity Investors) Bilingual FI/EN	The Tax Declaration and Self-Certification form should be completed in order to accurately report your policy under the relevant Tax Information Exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for Entity investors such as, companies, corporate trusts or foundations.	Utmost PanEurope	Operational Forms	Making a change to your policy, New Policy	The Tax Declaration and Self-Certification form should be completed in order to accurately report your policy under the relevant Tax Information Exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for Entity investors such as, companies, corporate trusts or foundations. Operational Forms Ilmoitus Verosääntöjen Noudattamisesta Oikeushenkilöille (Tax Declaration and Self-Certification for Entity Investors) Bilingual FI/EN UPE PR 12865
Never Received or Lost Policy Schedule Declaration (EN)	Utmost Pan Europe dac Never Received or Lost Policy Schedule Declaration	Utmost PanEurope	Operational Forms	Surrender or Claim	Utmost Pan Europe dac Never Received or Lost Policy Schedule Declaration Operational Forms Never Received or Lost Policy Schedule Declaration (EN) UPE PR 12847
Client Information and Change of Details Form	This form is intended for most Utmost PanEurope dac customers who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number.	Utmost PanEurope	Operational Forms	Making a change to your policy	This form is intended for most Utmost PanEurope dac customers who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number. Operational Forms Client Information and Change of Details Form UPE PR 12682
Switch Authorisation	Use this form to authorise the Insurer to perform switches of investments on your policy/contract – Finland	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch		Use this form to authorise the Insurer to perform switches of investments on your policy/contract – Finland Surrender/Claim/Withdrawal/Switch Switch Authorisation ULU PCON1571
Lisäsijoituslomake / Additional Premium form	Use this form for an addition to your policy/contract – Finland	Utmost Luxembourg S.A	Top Up/Additional Investment	Addition to your Policy	Use this form for an addition to your policy/contract – Finland Top Up/Additional Investment Lisäsijoituslomake / Additional Premium form ULU PCON1563
Olemassa olevan Sisäisen kohdistetun rahaston tärkeimpien ominaisuuksien muutos / Change of the main characteristics of an existing Internal Dedicated Fund	Use this form to request a change to one or more key characteristics of an Internal Dedicated Fund; such as Change of Fund Manager and Custodian Bank	Utmost Luxembourg S.A	Operational Forms		Use this form to request a change to one or more key characteristics of an Internal Dedicated Fund; such as Change of Fund Manager and Custodian Bank Operational Forms Olemassa olevan Sisäisen kohdistetun rahaston tärkeimpien ominaisuuksien muutos / Change of the main characteristics of an existing Internal Dedicated Fund ULU PCON1558
ASUINOSOITE JA VIESTINTÄVÄLINEET / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION	Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures	Utmost Luxembourg S.A	Operational Forms		Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures Operational Forms ASUINOSOITE JA VIESTINTÄVÄLINEET / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION ULU PCON1522
Lisähenkivakuutettu – Vakuutuksenottajan Pyyntö / Additional Life Assured – Policyholder’s Request	Annex to add additional Life Assureds to the contract/policy	Utmost Luxembourg S.A	Operational Forms		Annex to add additional Life Assureds to the contract/policy Operational Forms Lisähenkivakuutettu – Vakuutuksenottajan Pyyntö / Additional Life Assured – Policyholder’s Request ULU PCON1480
Edunsaajamääräyksen Muutoslomake / Change of Beneficiary Nomination	Use this form to request a change of Beneficiary – Finland	Utmost Luxembourg S.A	Operational Forms		Use this form to request a change of Beneficiary – Finland Operational Forms Edunsaajamääräyksen Muutoslomake / Change of Beneficiary Nomination ULU PCON1479
Dealing Request Form SELL/BUY Orders	Use this form for dealing purposes – Finland	Utmost Luxembourg S.A	Investment literature/Strategies		Use this form for dealing purposes – Finland Investment literature/Strategies Dealing Request Form SELL/BUY Orders ULU PCON1438
Surrender request	Use this form to request the surrender of your policy/contract – Finland	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch		Use this form to request the surrender of your policy/contract – Finland Surrender/Claim/Withdrawal/Switch Surrender request ULU PCON1420
Switch form – Capitalisation Contract	Use this form to request a switch of investments on your Capitalisation policy/contract – Finland (English version)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch		Use this form to request a switch of investments on your Capitalisation policy/contract – Finland (English version) Surrender/Claim/Withdrawal/Switch Switch form – Capitalisation Contract ULU PCON1410
Switch form	Use this form to request a switch of investments on your policy/contract – Finland (English version)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch		Use this form to request a switch of investments on your policy/contract – Finland (English version) Surrender/Claim/Withdrawal/Switch Switch form ULU PCON1409
Request for Change of Investment Manager to the Policyholder as Investment Manager	Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Finland	Utmost Luxembourg S.A	Operational Forms		Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Finland Operational Forms Request for Change of Investment Manager to the Policyholder as Investment Manager ULU PCON1251
Declaration as to Loss of Policy Schedule	Form to be used to declare the loss of policy documents – Finland	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection		Form to be used to declare the loss of policy documents – Finland Client Letters/Indemnity/Data Protection Declaration as to Loss of Policy Schedule ULU PCON1041
Kuolintapaus / Death Claim	Use this form to initiate a death claim – Finland	Utmost Luxembourg S.A	Operational Forms	Surrender or Claim	Use this form to initiate a death claim – Finland Operational Forms Kuolintapaus / Death Claim ULU PCON1006
Connect Dealing Finland	This guide provides information on how to sign in and use the Connect platform to give dealing instructions	Utmost Luxembourg S.A	Guides and Supporting Documents		This guide provides information on how to sign in and use the Connect platform to give dealing instructions Guides and Supporting Documents Connect Dealing Finland ULU MARK2053
Capitalisation Bond – Liite: Sisäisten yhteisrahastojen luettelo / Appendix: list of available Internal Collective Funds	List of available Internal Collective Funds for the Private Client Portfolio product – Finland	Utmost Luxembourg S.A	Operational Forms		List of available Internal Collective Funds for the Private Client Portfolio product – Finland Operational Forms Capitalisation Bond – Liite: Sisäisten yhteisrahastojen luettelo / Appendix: list of available Internal Collective Funds ULU CONT3555
Vaatimus Asiakasluokan alentamisesta – Demand for Client Category Downgrade	Use this form to request a downgrade of your investment category	Utmost Luxembourg S.A	Operational Forms		Use this form to request a downgrade of your investment category Operational Forms Vaatimus Asiakasluokan alentamisesta – Demand for Client Category Downgrade ULU CONT3454
Pyyntö Asiakasluokan korottamisesta / Request for Client Category Upgrade	Use this form to request a upgrade of your investment category	Utmost Luxembourg S.A	Operational Forms		Use this form to request a upgrade of your investment category Operational Forms Pyyntö Asiakasluokan korottamisesta / Request for Client Category Upgrade ULU CONT3455
Appendix: Investment Rules for Internal Funds – Capitalisation contract	Table of Luxembourg Investment Rules – Capitalisation Bond – Finland	Utmost Luxembourg S.A	Investment literature/Strategies		Table of Luxembourg Investment Rules – Capitalisation Bond – Finland Investment literature/Strategies Appendix: Investment Rules for Internal Funds – Capitalisation contract ULU CONT3420
Appendix: Investment Rules for Internal Funds – Life assurance policy	Table of Luxembourg Investment Rules	Utmost Luxembourg S.A	Investment literature/Strategies		Table of Luxembourg Investment Rules Investment literature/Strategies Appendix: Investment Rules for Internal Funds – Life assurance policy ULU CONT3419
Tietosuojaseloste / Privacy Notice	Privacy Notice – Finnish/English version	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection		Privacy Notice – Finnish/English version Client Letters/Indemnity/Data Protection Tietosuojaseloste / Privacy Notice ULU CONT3346-WEB
Tiedoksianto Liittyen Henkilötietosuojaan / Declaration with regard to Personal Data Protection	Privacy Notice – Finnish/English version – Finland	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection		Privacy Notice – Finnish/English version – Finland Client Letters/Indemnity/Data Protection Tiedoksianto Liittyen Henkilötietosuojaan / Declaration with regard to Personal Data Protection ULU CONT3346
Privacy Notice	Privacy Notice – English version	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection		Privacy Notice – English version Client Letters/Indemnity/Data Protection Privacy Notice ULU CONT3337-WEB
TIETOJEN LUOVUTUSSOPIMUS / INFORMATION DISCLOSURE AGREEMENT	Information Disclosure Agreement	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection		Information Disclosure Agreement Client Letters/Indemnity/Data Protection TIETOJEN LUOVUTUSSOPIMUS / INFORMATION DISCLOSURE AGREEMENT ULU CONT2862
TIETOJEN LUOVUTUSSOPIMUS / INFORMATION DISCLOSURE AGREEMENT	Information Disclosure Agreement	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection		Information Disclosure Agreement Client Letters/Indemnity/Data Protection TIETOJEN LUOVUTUSSOPIMUS / INFORMATION DISCLOSURE AGREEMENT ULU CONT2863
Request for Change of Life Cover	Use this form to request a change of life cover	Utmost Luxembourg S.A	Operational Forms		Use this form to request a change of life cover Operational Forms Request for Change of Life Cover ULU CONT2732
Automatic Exchange of Information – Self-Certification for Controlling Persons	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Utmost Luxembourg S.A	Operational Forms		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms Automatic Exchange of Information – Self-Certification for Controlling Persons ULU CONT2599
Automatic Exchange of Information – Self-Certification for Entities	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.	Utmost Luxembourg S.A	Operational Forms		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications. Operational Forms Automatic Exchange of Information – Self-Certification for Entities ULU CONT2596
Automatic Exchange of Information – Self-Certification for Individuals	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.	Utmost Luxembourg S.A	Operational Forms		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders. Operational Forms Automatic Exchange of Information – Self-Certification for Individuals ULU CONT2593
Pyyntö vakuutuksenottajaluokan korottamisesta / Request for Policyholder Category Upgrade	Use this form to request a upgrade of your investment category	Utmost Luxembourg S.A	Investment literature/Strategies		Use this form to request a upgrade of your investment category Investment literature/Strategies Pyyntö vakuutuksenottajaluokan korottamisesta / Request for Policyholder Category Upgrade ULU CONT2524
Vaatimus vakuutuksenottajaluokan alentamisesta / Demand for Policyholder Category Downgrade	Use this form to request a downgrade of your investment category	Utmost Luxembourg S.A	Investment literature/Strategies		Use this form to request a downgrade of your investment category Investment literature/Strategies Vaatimus vakuutuksenottajaluokan alentamisesta / Demand for Policyholder Category Downgrade ULU CONT2513
Vakuutus ”Ei Yhdysvaltalainen Henkilö” Asemasta / Declaration of “Non-U.S. Person” Status	Use this form to declare a status of “Non-U.S. Person” for the Liberté Capitalisation product – France	Utmost Luxembourg S.A	Operational Forms		Use this form to declare a status of “Non-U.S. Person” for the Liberté Capitalisation product – France Operational Forms Vakuutus ”Ei Yhdysvaltalainen Henkilö” Asemasta / Declaration of “Non-U.S. Person” Status ULU CONT2039
Eta-alueen ulkopuolella olevan säilyttäjäpankin / Custodian Bank located outside the EEA	Declaration for the Use of a Custodian Bank located outside of the EEA – Finnish Capitalisation Bond product	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection		Declaration for the Use of a Custodian Bank located outside of the EEA – Finnish Capitalisation Bond product Client Letters/Indemnity/Data Protection Eta-alueen ulkopuolella olevan säilyttäjäpankin / Custodian Bank located outside the EEA ULU CONT2034
Vahvistus Verosääntöjen Noudattamisesta – Capitalisation Bond (PH) / Tax Compliance Certification	Stand-alone Tax Compliance Certification form – Finnish Capitalisation Bond product	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection		Stand-alone Tax Compliance Certification form – Finnish Capitalisation Bond product Client Letters/Indemnity/Data Protection Vahvistus Verosääntöjen Noudattamisesta – Capitalisation Bond (PH) / Tax Compliance Certification ULU CONT1832
Vahvistus Verosääntöjen Noudattamisesta (PH) / Tax Compliance Certification	Stand-alone Tax Compliance Certification form – Finland	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection		Stand-alone Tax Compliance Certification form – Finland Client Letters/Indemnity/Data Protection Vahvistus Verosääntöjen Noudattamisesta (PH) / Tax Compliance Certification ULU CONT1829
Lainvalinta / Choice of Law	Use this form to perform a choice of law	Utmost Luxembourg S.A	Operational Forms		Use this form to perform a choice of law Operational Forms Lainvalinta / Choice of Law ULU CONT1792
Vakuutus ”Ei Yhdysvaltalainen Henkilö” Asemasta / Declaration of “Non-U.S. Person” Status	Use this form to declare a status of “Non-U.S. Person”	Utmost Luxembourg S.A	Operational Forms		Use this form to declare a status of “Non-U.S. Person” Operational Forms Vakuutus ”Ei Yhdysvaltalainen Henkilö” Asemasta / Declaration of “Non-U.S. Person” Status ULU CONT1638
Hyväksyntä Erityissijoituksille	Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Finland	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection		Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Finland Client Letters/Indemnity/Data Protection Hyväksyntä Erityissijoituksille ULU CONT1587
Eta-alueen ulkopuolella oleva säilyttäjäpankki / Custodian Bank located outside the EEA	Declaration for the Use of a Custodian Bank located outside of the EEA – Finland	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection		Declaration for the Use of a Custodian Bank located outside of the EEA – Finland Client Letters/Indemnity/Data Protection Eta-alueen ulkopuolella oleva säilyttäjäpankki / Custodian Bank located outside the EEA ULU CONT1435
Asiakirjojen sähköisessä allekirjoittamisessa käytettävien asiakkaan yhteystietojen vahvistaminen / Confirmation of Client contact details used for the Electronic Signing of documents	Confirmation of Client contact details used for the Electronic Signing of documents	Utmost Luxembourg S.A	Operational Forms		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Asiakirjojen sähköisessä allekirjoittamisessa käytettävien asiakkaan yhteystietojen vahvistaminen / Confirmation of Client contact details used for the Electronic Signing of documents ULU CONNECT1054
Anti-money Laundering Guide (AML)	Utmost International Isle of Man Limited, Utmost PanEurope dac, Utmost International Trustee Solutions and Utmost Worldwide Limited Anti-Money Laundering Requirements Guide ‘AML’	Utmost Wealth Solutions Utmost Worldwide	Compliance and Risk Collateral (privacy notices/footers etc)	New Policy	Utmost International Isle of Man Limited, Utmost PanEurope dac, Utmost International Trustee Solutions and Utmost Worldwide Limited Anti-Money Laundering Requirements Guide ‘AML’ Compliance and Risk Collateral (privacy notices/footers etc) Anti-money Laundering Guide (AML) IOM PR 0121

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