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Title	Description	Insurer	Asset Type	Language	Product	Excerpt
Transferring Assets to Your Bond/Account	Please use this form when transferring assets to your Plan/Bond/Policy. For use withformer Quilter International Products, not for use in Hong Kong.	Utmost Wealth Solutions	Operational Forms	English (EN)	European Executive Investment Bond – PRIIPs, Executive Investment Account, Executive Investment Bond, Executive Life Portfolio, Executive Redemption Bond, Executive Redemption Bond – QIME, International Portfolio Bond (Closed), Non Product Specific, Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus), Swedish Executive Portfolio – PRIIPs, Tailored Life Plan (TLP)	Please use this form when transferring assets to your Plan/Bond/Policy. For use withformer Quilter International Products, not for use in Hong Kong. Operational Forms Transferring Assets to Your Bond/Account UWSQ PR 25131
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	English (EN)	Non Product Specific	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	English (EN)	Non Product Specific	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	English (EN)	Non Product Specific	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
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	English (EN)	Non Product Specific	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
Additional Requirements Application Form to be used by Trustee Applicants for the Spanish Collective Investment Bond with Utmost PanEurope dac	Additional Requirements Application Form to be used by Trustee Applicants for the Spanish Collective Investment Bond.	Utmost PanEurope	Application Form	English (EN)	Spanish Collective Investment Bond	Additional Requirements Application Form to be used by Trustee Applicants for the Spanish Collective Investment Bond. Application Form Additional Requirements Application Form to be used by Trustee Applicants for the Spanish Collective Investment Bond with Utmost PanEurope dac UPEQ PR 00003
Spanish Collective Investment Bond Snapshot (SCIB)	This document provides a snapshot of the Spanish Collective Investment Bond (SCIB). This is a document for financial advisers only.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Spanish Collective Investment Bond	This document provides a snapshot of the Spanish Collective Investment Bond (SCIB). This is a document for financial advisers only. Product Guides/Brochures/Snapshots and Training Materials Spanish Collective Investment Bond Snapshot (SCIB) UPEQ PR \| 52028
Data Capture Online Form for Spanish Collective Investment Bond with Utmost PanEurope dac	Data Capture Online Form for Individual, Joint and Corporate Investors and is used to gather the necessary information to input new business online for the Spanish Collective Investment Bond on Wealth Interactive. Please note this is not an application form.	Utmost PanEurope	Operational Forms	English (EN)	Spanish Collective Investment Bond	Data Capture Online Form for Individual, Joint and Corporate Investors and is used to gather the necessary information to input new business online for the Spanish Collective Investment Bond on Wealth Interactive. Please note this is not an application form. Operational Forms Data Capture Online Form for Spanish Collective Investment Bond with Utmost PanEurope dac UPEQ PR \| 19543
Tax Benefits of the Spanish Collective Investment Bond Guide	This guide details the benefits of investing in a Spanish compliant policy, such as the Spanish Collective Investment Bond for your expat clients living in Spain, rather than a non-compliant policy.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Spanish Collective Investment Bond	This guide details the benefits of investing in a Spanish compliant policy, such as the Spanish Collective Investment Bond for your expat clients living in Spain, rather than a non-compliant policy. Tax and regulatory Literature/technical sales aids and literature Tax Benefits of the Spanish Collective Investment Bond Guide UPEQ PR \| 18741
Application Form for Spanish Collective Investment Bond (under Spanish Law) for Individual, Joint and Corporate Investors with Utmost PanEurope dac	Application Form for Spanish Residents under Spanish Law, for Individual, Joint and Corporate Investors to the Spanish Collective Investment Bond. Please note that you will also need to fill out the Tax Declaration and Self Certification document.	Utmost PanEurope	Application Form	English (EN)	Spanish Collective Investment Bond	Application Form for Spanish Residents under Spanish Law, for Individual, Joint and Corporate Investors to the Spanish Collective Investment Bond. Please note that you will also need to fill out the Tax Declaration and Self Certification document. Application Form Application Form for Spanish Collective Investment Bond (under Spanish Law) for Individual, Joint and Corporate Investors with Utmost PanEurope dac UPEQ PR \| 14433
Spanish Collective Investment Bond Documento de Datos Fundamentales	Este documento contiene información clave sobre este producto de inversión. La información, prescrita por la ley, tiene por objeto aclarar las características del producto, sus riesgos, costes, posibles ganancias y pérdidas.	Utmost PanEurope	Key Information Document	Spanish (ES)	Spanish Collective Investment Bond	Este documento contiene información clave sobre este producto de inversión. La información, prescrita por la ley, tiene por objeto aclarar las características del producto, sus riesgos, costes, posibles ganancias y pérdidas. Key Information Document Spanish Collective Investment Bond Documento de Datos Fundamentales UPEQ PR \| 14413
Spanish Collective Investment Bond – Key Information Document	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost PanEurope	Key Information Document	English (EN)	Spanish Collective Investment Bond	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Spanish Collective Investment Bond – Key Information Document UPEQ PR \| 14059
Policy Terms and Conditions for the Spanish Collective Investment Bond	Policy Terms and Conditions for Utmost PanEurope dac’s Spanish Collective Investment Bond.	Utmost PanEurope	Policy Conditions	English (EN)	Spanish Collective Investment Bond	Policy Terms and Conditions for Utmost PanEurope dac’s Spanish Collective Investment Bond. Policy Conditions Policy Terms and Conditions for the Spanish Collective Investment Bond UPEQ PR \| 07359
Spanish Collective Investment Bond – client brochure	Client brochure promoting the benefits of the Spanish Collective Investment Bond (SCIB).	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Spanish Collective Investment Bond	Client brochure promoting the benefits of the Spanish Collective Investment Bond (SCIB). Product Guides/Brochures/Snapshots and Training Materials Spanish Collective Investment Bond – client brochure UPEQ PR \| 07351
PWP España Formulario de Condiciones Particulares del Seguro Extraviadas / Nunca Recibidas	Operational Forms PWP España Formulario de Condiciones Particulares del Seguro Extraviadas / Nunca Recibidas UPE_WS PR 00062	Utmost PanEurope	Operational Forms	Spanish (ES)	Private Wealth Portfolio - Spain	Operational Forms PWP España Formulario de Condiciones Particulares del Seguro Extraviadas / Nunca Recibidas UPE_WS PR 00062
Irlanda como centro Europeo para los seguros de vida unit-linked	Este documento destinado a mediadores de seguro resume por qué Irlanda es la jurisdicción óptima en Europa para los seguros de vida unit-linked.	Utmost PanEurope	Marketing Collateral	Spanish (ES)	Private Wealth Portfolio - Spain	Este documento destinado a mediadores de seguro resume por qué Irlanda es la jurisdicción óptima en Europa para los seguros de vida unit-linked. Marketing Collateral Irlanda como centro Europeo para los seguros de vida unit-linked UPE_WS \| 05339
Utmost Wealth Solutions Company Brochure – Adviser version	Company brochure for Utmost Wealth Solutions (Financial Adviser only).	Utmost Wealth Solutions	Marketing Collateral	English (EN)	Non Product Specific	Company brochure for Utmost Wealth Solutions (Financial Adviser only). Marketing Collateral Utmost Wealth Solutions Company Brochure – Adviser version UPE_WS \| 05226
Private Wealth Portfolio Espana Formulario de Solicitud	Private Wealth Portfolio Espana Formulario de Solicitud.	Utmost PanEurope	Application Form	Spanish (ES)	Private Wealth Portfolio - Spain	Private Wealth Portfolio Espana Formulario de Solicitud. Application Form Private Wealth Portfolio Espana Formulario de Solicitud UPE_WS \| 04357
PWP España Nota Informativa	Product Guides/Brochures/Snapshots and Training Materials PWP España Nota Informativa UPE_WS \| 04312	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Spanish (ES)	Private Wealth Portfolio - Spain	Product Guides/Brochures/Snapshots and Training Materials PWP España Nota Informativa UPE_WS \| 04312
PWP España Condiciones Generales Del Seguro	PWP España Condiciones Generales Del Seguro	Utmost PanEurope	Policy Conditions	Spanish (ES)	Private Wealth Portfolio - Spain	PWP España Condiciones Generales Del Seguro Policy Conditions PWP España Condiciones Generales Del Seguro UPE_WS \| 04311
UPE Notification of Pledge Form	This Utmost PanEurope dac form is for completion by all policyholders, if they wish to pledge their policy to a pledgee/pledge creditor as security.	Utmost PanEurope	Operational Forms	English (EN)	Advantage Corporate (Closed), Apex (France), Apex (Portugal), Compass (Closed), Non Product Specific, Private Wealth Portfolio - Italy, Private Wealth Portfolio - Portugal, Private Wealth Portfolio - Spain, Private Wealth Portfolio - UK, Private Wealth Portfolio (PWP) France	This Utmost PanEurope dac form is for completion by all policyholders, if they wish to pledge their policy to a pledgee/pledge creditor as security. Operational Forms UPE Notification of Pledge Form UPE PR 12834
PWP España Documento de Datos Fundamentales para el Inversor (DFI)	Este documento contiene información clave sobre este producto de inversión. La información, prescrita por la ley, tiene por objeto aclarar las características, los riesgos, los costes, las ganancias y las posibles pérdidas del producto.	Utmost PanEurope	Key Information Document	Spanish (ES)	Private Wealth Portfolio - Spain	Este documento contiene información clave sobre este producto de inversión. La información, prescrita por la ley, tiene por objeto aclarar las características, los riesgos, los costes, las ganancias y las posibles pérdidas del producto. Key Information Document PWP España Documento de Datos Fundamentales para el Inversor (DFI) UPE PR 00217
PWP Spain Key Information Document	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the characteristics, risks, costs, gains and potential losses of the product.	Utmost PanEurope	Key Information Document	English (EN)	Private Wealth Portfolio - Spain	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the characteristics, risks, costs, gains and potential losses of the product. Key Information Document PWP Spain Key Information Document UPE PR 00216
Declaración Fiscal y Autocertificación para Trusts/Fideicomisos	Rellene este formulario para que Utmost pueda informar con precisión sobre su póliza en virtud de los acuerdos de intercambio de información fiscal pertinentes, incluidas las normas de la Ley de Cumplimiento Tributario de Cuentas Extranjeras (FATCA) y el Estándar Común de Comunicación de Reporte (CRS). Este formulario debe utilizarse para trusts en los que todos los fideicomisarios sean personas físicas. Debe ser rellenado por un fideicomisario en nombre del trust.	Utmost Wealth Solutions	Operational Forms	Spanish (ES)	Non Product Specific	Rellene este formulario para que Utmost pueda informar con precisión sobre su póliza en virtud de los acuerdos de intercambio de información fiscal pertinentes, incluidas las normas de la Ley de Cumplimiento Tributario de Cuentas Extranjeras (FATCA) y el Estándar Común de Comunicación de Reporte (CRS). Este formulario debe utilizarse para trusts en los que todos los fideicomisarios sean personas físicas. Debe ser rellenado por un fideicomisario en nombre del trust. Operational Forms Declaración Fiscal y Autocertificación para Trusts/Fideicomisos ULQ PR \| 21019
Online Data Capture Form for Submitting Business on Wealth Interactive for Utmost International Isle of Man Policies	Online Data Capture Form for Financial Advisers to gather the necessary information from a client via Wealth Interactive for new business for Utmost International Isle of Man policies.	Utmost International - IoM	Application Form	English (EN)	Non Product Specific	Online Data Capture Form for Financial Advisers to gather the necessary information from a client via Wealth Interactive for new business for Utmost International Isle of Man policies. Application Form Online Data Capture Form for Submitting Business on Wealth Interactive for Utmost International Isle of Man Policies ULQ PR \| 13900
Declaración Fiscal y Autocertificación para Personas Fisicas	Rellene este formulario para permitir que Utmost informe con precisión sobre su póliza en virtud de los acuerdos de intercambio de información fiscal pertinentes, incluidas las normas de la Ley de Cumplimiento Tributario de Cuentas Extranjeras (FATCA) y el Estándar Común de Comunicación de Información (CRS). Este formulario debe utilizarse para los titulares de pólizas individuales, las personas autorizadas para firmar en nombre del titular de la póliza, por ejemplo, su apoderado o representante designado por un tribunal, y las personas vinculadas al fideicomiso en el que Utmost International Trustee Solutions Limited es el fideicomisario designado.	Utmost Wealth Solutions	Operational Forms	Spanish (ES)	Non Product Specific	Rellene este formulario para permitir que Utmost informe con precisión sobre su póliza en virtud de los acuerdos de intercambio de información fiscal pertinentes, incluidas las normas de la Ley de Cumplimiento Tributario de Cuentas Extranjeras (FATCA) y el Estándar Común de Comunicación de Información (CRS). Este formulario debe utilizarse para los titulares de pólizas individuales, las personas autorizadas para firmar en nombre del titular de la póliza, por ejemplo, su apoderado o representante designado por un tribunal, y las personas vinculadas al fideicomiso en el que Utmost International Trustee Solutions Limited es el fideicomisario designado. Operational Forms Declaración Fiscal y Autocertificación para Personas Fisicas ULQ PR \| 13271
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)	English (EN)	Non Product Specific	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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