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Language: Chinese (Traditional) (ZH)

Documents

Title	Description	Insurer	Market	Asset Type	Product	Regime	Process	Excerpt
Succession Planning for Clients who are China Tax Residents ZH SG	This guide provides information on the succession planning options and tax position of your clients who own an Utmost International investment-linked life insurance policy and are already or will become tax residents of china.	Singapore (SG)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	New Policy	This guide provides information on the succession planning options and tax position of your clients who own an Utmost International investment-linked life insurance policy and are already or will become tax residents of china. Tax and regulatory Literature/technical sales aids and literature Succession Planning for Clients who are China Tax Residents ZH SG ULQ PR \| 19269
Tax Declaration and Self-Certification for Trustee and Corporate Investors – Hong Kong (FATCA/CRS)	This form is to be used by Trustee and Corporate Trustee Investors, in the Hong Kong market only, to confirm their country of Tax Residence and related Tax Identification Numbers. Bilingual – Chinese/English	Hong Kong (HK)	Utmost International - IoM	Operational Forms	Non Product Specific	FOS	New Policy	This form is to be used by Trustee and Corporate Trustee Investors, in the Hong Kong market only, to confirm their country of Tax Residence and related Tax Identification Numbers. Bilingual – Chinese/English Operational Forms Tax Declaration and Self-Certification for Trustee and Corporate Investors – Hong Kong (FATCA/CRS) ULQ PR \| 13276
Tax Declaration and Self Certification for Individual Investors – Hong Kong (FATCA/CRS)	This form is to be used by Individual Investors, in the Hong Kong market only, to confirm their country of Tax Residence and related Tax Identification Numbers. Bilingual – Chinese/English	Hong Kong (HK)	Utmost International - IoM	Operational Forms	Non Product Specific	FOS	New Policy	This form is to be used by Individual Investors, in the Hong Kong market only, to confirm their country of Tax Residence and related Tax Identification Numbers. Bilingual – Chinese/English Operational Forms Tax Declaration and Self Certification for Individual Investors – Hong Kong (FATCA/CRS) ULQ PR \| 13273
Wealth solutions from Utmost International – HNW (Chinese)	How our solutions can help with wealth planning.	Hong Kong (HK), Singapore (SG)	Utmost International - IoM	Marketing Collateral	Non Product Specific	FOS	New Policy	How our solutions can help with wealth planning. Marketing Collateral Wealth solutions from Utmost International – HNW (Chinese) ULQ PR \| 11482
Wealth Management Plan – Request to Change Tier Form (Bilingual)	Please complete this form if you want to request access to Tier 2 Assets under your Wealth Management Plan.For use in Hong Kong and the Wealth Management Plan only.	Hong Kong (HK)	Utmost International - IoM	Operational Forms	Wealth Portfolio – Life, Wealth Portfolio – Redemption, Wealth Portfolio – Redemption – QIME		Making a change to your policy	Please complete this form if you want to request access to Tier 2 Assets under your Wealth Management Plan.For use in Hong Kong and the Wealth Management Plan only. Operational Forms Wealth Management Plan – Request to Change Tier Form (Bilingual) ULQ PR \| 11148
Application Form for Top-ups into Managed Capital Account, Managed Savings Account or Managed Pension Account with Utmost International Limited, Bilingual – Chinese / English	Application Form for Clients who wish to Top Up their Managed Capital Account, Managed Savings Account or Managed Pension Account. Bilingual – Chinese / English version.	Hong Kong (HK)	Utmost International - IoM	Application Form	Managed Capital Account	FOS	Making a change to your policy	Application Form for Clients who wish to Top Up their Managed Capital Account, Managed Savings Account or Managed Pension Account. Bilingual – Chinese / English version. Application Form Application Form for Top-ups into Managed Capital Account, Managed Savings Account or Managed Pension Account with Utmost International Limited, Bilingual – Chinese / English ULQ PR \| 11132
Executive Investment Plan – Important facts statement and applicant’s declarations ILAS policy (Chinese)	Chinese version of the Collective Investment Plan/Executive Investment Plan – Important facts statement and applicant’s declarations ILAS policy.	Hong Kong (HK)	Utmost International - IoM	Right to Change Your Mind Forms and guides/KFD	Executive Investment Plan		New Policy	Chinese version of the Collective Investment Plan/Executive Investment Plan – Important facts statement and applicant’s declarations ILAS policy. Right to Change Your Mind Forms and guides/KFD Executive Investment Plan – Important facts statement and applicant’s declarations ILAS policy (Chinese) ULQ PR \| 10960
Important Facts Statement and Applicants Declarations Form for Wealth Management Plan with Utmost International Limited (Chinese)	Important Facts Statement and Applicants Declarations Form for Wealth Management Plan (Chinese Version).	Hong Kong (HK)	Utmost International - IoM	Application Form	Non Product Specific	FOS	Addition to your Policy	Important Facts Statement and Applicants Declarations Form for Wealth Management Plan (Chinese Version). Application Form Important Facts Statement and Applicants Declarations Form for Wealth Management Plan with Utmost International Limited (Chinese) ULQ PR \| 10539
Application Form for Top Ups into Collective Investment Bond, Collective Investment Plan, Executive Investment Bond or Wealth Management Plan with Utmost International Limited, (Hong Kong) Bilingual form – Chinese / English	Application Form to add an additional lump sum to an existing Collective Investment Bond, Collective Investment Plan, Executive Investment Bond or Wealth Management Plan. Bilingual – Chinese / English version. Please note that you will also need to fill out the Tax Declaration and Self Certification document, if applicable.	Hong Kong (HK)	Utmost International - IoM	Application Form	Executive Investment Bond	FOS	Addition to your Policy	Application Form to add an additional lump sum to an existing Collective Investment Bond, Collective Investment Plan, Executive Investment Bond or Wealth Management Plan. Bilingual – Chinese / English version. Please note that you will also need to fill out the Tax Declaration and Self Certification document, if applicable. Application Form Application Form for Top Ups into Collective Investment Bond, Collective Investment Plan, Executive Investment Bond or Wealth Management Plan with Utmost International Limited, (Hong Kong) Bilingual form – Chinese / English ULQ PR \| 09690
Important Facts Statement (IFS) Executive Wealthbuilder Account (Chinese)	Important Facts Statement and Applicants Declarations.	Hong Kong (HK)	Utmost International - IoM	Right to Change Your Mind Forms and guides/KFD	Non Product Specific	FOS	Addition to your Policy	Important Facts Statement and Applicants Declarations. Right to Change Your Mind Forms and guides/KFD Important Facts Statement (IFS) Executive Wealthbuilder Account (Chinese) ULQ PR \| 09153
Important Facts Statement (IFS) Form and Applicant’s Declarations for Managed Capital Account (Chinese) Utmost International Isle of Man Limited	Important Facts Statement (IFS) Form and Applicant’s Declarations for Managed Capital Account (Chinese).	Hong Kong (HK)	Utmost International - IoM	Application Form	Managed Capital Account	FOS	Addition to your Policy	Important Facts Statement (IFS) Form and Applicant’s Declarations for Managed Capital Account (Chinese). Application Form Important Facts Statement (IFS) Form and Applicant’s Declarations for Managed Capital Account (Chinese) Utmost International Isle of Man Limited ULQ PR \| 09122
Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Managed Savings Account/Managed Pension Account (Chinese) Utmost International Isle of Man Limited	Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Managed Savings Account/Managed Pension Account (Chinese).	Hong Kong (HK)	Utmost International - IoM	Application Form	Managed Capital Account	FOS	Addition to your Policy	Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Managed Savings Account/Managed Pension Account (Chinese). Application Form Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Managed Savings Account/Managed Pension Account (Chinese) Utmost International Isle of Man Limited ULQ PR \| 09123
UIIOM Corporate Infographic – Who we are (Traditional Chinese)	Company background on Utmost International Isle of Man Limited in one page.	Hong Kong (HK)	Utmost International - IoM	Marketing Collateral	Non Product Specific	FOS	New Policy	Company background on Utmost International Isle of Man Limited in one page. Marketing Collateral UIIOM Corporate Infographic – Who we are (Traditional Chinese) UL \| 25146

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