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Documents

Title	Description	Insurer	Market	Asset Type	Regime	Process	Excerpt
Your Complaint Utmost International Isle of Man	This leaflet explains what you need to do if you are dissatisfied, and details what to expect from us when you complain.	Hong Kong (HK), Middle East, Rest of the World, Singapore (SG)	Utmost International - IoM	Guides and Supporting Documents	FOS	Making a change to your policy	This leaflet explains what you need to do if you are dissatisfied, and details what to expect from us when you complain. Guides and Supporting Documents Your Complaint Utmost International Isle of Man ULQ PR \| 18910
Assignment of Policies Form	Please use this form to assign ownership of segments to an individual, including splitting out segments to form a new bond.This is only for use with former Quilter International products.	Middle East, Rest of the World, United Kingdom (UK)	Utmost International - IoM	Operational Forms	FOS	Making a change to your policy	Please use this form to assign ownership of segments to an individual, including splitting out segments to form a new bond.This is only for use with former Quilter International products. Operational Forms Assignment of Policies Form UL PR 00417
Utmost Guide to the Taxation of International Portfolio Bonds (adviser)	The purpose of this guide is to explain the ways in which the proceeds from your client’s international portfolio bond may be taxed. We also cover how UK income tax will be calculated when proceeds are taken, including the effects of top-slicing relief, time-apportioned reductions and other aspects of UK taxation.	United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature		New Policy	The purpose of this guide is to explain the ways in which the proceeds from your client’s international portfolio bond may be taxed. We also cover how UK income tax will be calculated when proceeds are taken, including the effects of top-slicing relief, time-apportioned reductions and other aspects of UK taxation. Tax and regulatory Literature/technical sales aids and literature Utmost Guide to the Taxation of International Portfolio Bonds (adviser) AWI PR 0027
Current Financial Information Request Form	Current Financial Information Request Form for use with a Utmost Worldwide policy, to confirm your current taxation status, residence, and financial information.	Hong Kong (HK), Rest of the World, Singapore (SG), Switzerland (CH), United Kingdom (UK)	Utmost Worldwide	Operational Forms	FOS	Making a change to your policy, New Policy	Current Financial Information Request Form for use with a Utmost Worldwide policy, to confirm your current taxation status, residence, and financial information. Operational Forms Current Financial Information Request Form UWWS PR 00119
Client Information and Change of Details Form	This form is intended for Utmost Worldwide Limited customers who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number.	Hong Kong (HK), Rest of the World, Singapore (SG), Switzerland (CH), United Kingdom (UK)	Utmost Worldwide	Operational Forms	FOS	Making a change to your policy	This form is intended for Utmost Worldwide Limited 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 UWWS PR 00106
Online Service Centre Registration (as an individual) Request (International)	This form should be used were you want to register (as an Individual) for access the Utmost Worldwide Online Service Centre (International)	Rest of the World	Utmost Worldwide	Operational Forms	FOS		This form should be used were you want to register (as an Individual) for access the Utmost Worldwide Online Service Centre (International) Operational Forms Online Service Centre Registration (as an individual) Request (International) UWWS PR 00045
Online Service Centre Registration as Trustee Request (International)	This form is to be used to register for Trustee access our Online Service Centre (International)	Rest of the World	Utmost Worldwide	Operational Forms	FOS		This form is to be used to register for Trustee access our Online Service Centre (International) Operational Forms Online Service Centre Registration as Trustee Request (International) UWWS PR 00044
Online Service Registration for Adviser Form	Online Service Registration Form should be used by Advisers/Managers in the global market to request access to the Utmost Worldwide Limited’s Online Service Centre.	Hong Kong (HK), Rest of the World, Singapore (SG)	Utmost Worldwide	Operational Forms	FOS		Online Service Registration Form should be used by Advisers/Managers in the global market to request access to the Utmost Worldwide Limited’s Online Service Centre. Operational Forms Online Service Registration for Adviser Form UWWS PR 00043
New Business Application/Quotation System Broker Registration Request Form (International)	New Business Application/Quotation System Registration Request Form, for use by Intermediaries in the International market, to register for access to our Online Service Centre.	Rest of the World	Utmost Worldwide	Application Form	FOS	New Policy	New Business Application/Quotation System Registration Request Form, for use by Intermediaries in the International market, to register for access to our Online Service Centre. Application Form New Business Application/Quotation System Broker Registration Request Form (International) UWWS PR 00037
Registration Request Form for the Online Service Centre (Singapore)	Registration Request Form to gain access to Utmost Worldwide Limited’s Online Service Centre, for individual applicants in the Singapore market	Singapore (SG)	Utmost Worldwide	Operational Forms	FOS	Making a change to your policy, New Policy	Registration Request Form to gain access to Utmost Worldwide Limited’s Online Service Centre, for individual applicants in the Singapore market Operational Forms Registration Request Form for the Online Service Centre (Singapore) UWWS PR 00019
UW MAS Notice 124 Public Disclosure	Utmost Worldwide Limited Singapore Branch Public DisclosureThe Monetary Authority of Singapore (MAS) requires certain disclosures to be made which enable market participants to assess information on a business’s risk profile, performance and capital and risk management procedures. This document is designed to provide these disclosures.	Singapore (SG)	Utmost Worldwide	Compliance and Risk Collateral (privacy notices/footers etc)	FOS		Utmost Worldwide Limited Singapore Branch Public DisclosureThe Monetary Authority of Singapore (MAS) requires certain disclosures to be made which enable market participants to assess information on a business’s risk profile, performance and capital and risk management procedures. This document is designed to provide these disclosures. Compliance and Risk Collateral (privacy notices/footers etc) UW MAS Notice 124 Public Disclosure UWWS \| 25149
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.	Europe Expat, Rest of the World, Singapore (SG), Spain (ES), Sweden (SE), United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	FOS	Making a change to your policy, New Policy	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
Request Remuneration to Your Financial Adviser	Please use this form to pay an ongoing service fee or ongoing service charge to your financial adviser. For use withformer Quilter International Products only.	Rest of the World, Singapore (SG), United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	FOS	Making a change to your policy, New Policy	Please use this form to pay an ongoing service fee or ongoing service charge to your financial adviser. For use withformer Quilter International Products only. Operational Forms Request Remuneration to Your Financial Adviser UWSQ PR 25129
Doing business with Utmost International – Electronic Submissions in UK	The processes highlighted in this document apply to Utmost International Isle of Man Limited and Utmost PanEurope dac.	United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	FOS	New Policy	The processes highlighted in this document apply to Utmost International Isle of Man Limited and Utmost PanEurope dac. Operational Forms Doing business with Utmost International – Electronic Submissions in UK UWSQ PR 25126
Deferring a Policy Fund Entitlement	This form needs to be completed when a client requests to change their Policy Fund entitlements.	Middle East, Rest of the World, United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	FOS	Making a change to your policy	This form needs to be completed when a client requests to change their Policy Fund entitlements. Operational Forms Deferring a Policy Fund Entitlement UWSQ PR \| 25162
Lifestyle Trust – Options at Vesting Date	Lifestyle Trust – Options at Vesting Date	United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature		New Policy	Lifestyle Trust – Options at Vesting Date Tax and regulatory Literature/technical sales aids and literature Lifestyle Trust – Options at Vesting Date UWSQ PR \| 25104
Additional Loan Agreement and Acknowledgement of Receipt of Loan by Trustees	This agreement is for use with the existing Loan Trusts offered by Utmost International.	United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms		New Policy	This agreement is for use with the existing Loan Trusts offered by Utmost International. Operational Forms Additional Loan Agreement and Acknowledgement of Receipt of Loan by Trustees UWSQ PR \| 25103
Lifestyle Trust FAQs (Intermediary)	This sales aid aims to answer any questions an Adviser may have about the Lifestyle Trust.	Middle East, Rest of the World, United Kingdom (UK)	Utmost Wealth Solutions	Product Guides/Brochures/Snapshots and Training Materials	FOS	New Policy	This sales aid aims to answer any questions an Adviser may have about the Lifestyle Trust. Product Guides/Brochures/Snapshots and Training Materials Lifestyle Trust FAQs (Intermediary) UWSQ PR \| 25097
Lifestyle Trust FAQs (Client)	This question and answer document aims to answer any questions a client may have about the Lifestyle Trust.	Middle East, Rest of the World, United Kingdom (UK)	Utmost Wealth Solutions	Product Guides/Brochures/Snapshots and Training Materials	FOS	New Policy	This question and answer document aims to answer any questions a client may have about the Lifestyle Trust. Product Guides/Brochures/Snapshots and Training Materials Lifestyle Trust FAQs (Client) UWSQ PR \| 25098
Lifestyle Trust Client Brochure	This brochure helps explain how the Lifestyle Trust can be used for inheritance tax planning with either an Utmost International Isle of Man Limited or Utmost PanEurope dac bond.	Middle East, Rest of the World, United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This brochure helps explain how the Lifestyle Trust can be used for inheritance tax planning with either an Utmost International Isle of Man Limited or Utmost PanEurope dac bond. Tax and regulatory Literature/technical sales aids and literature Lifestyle Trust Client Brochure UWSQ PR \| 25096
Lifestyle Trust Adviser Brochure	This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about.	Europe Expat, Middle East, Rest of the World, Singapore (SG), United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about. Tax and regulatory Literature/technical sales aids and literature Lifestyle Trust Adviser Brochure UWSQ PR \| 25093
Deed of Assignment (Assignments to or from Corporate Entities)	With this deed you can assign a policy to or from a corporate entity. For use with a policy issued under Isle of Man or English law.	Europe Expat, Middle East, Rest of the World, Singapore (SG), United Kingdom (UK)	Utmost Wealth Solutions	Trust Literature	FOS	New Policy	With this deed you can assign a policy to or from a corporate entity. For use with a policy issued under Isle of Man or English law. Trust Literature Deed of Assignment (Assignments to or from Corporate Entities) UWSQ PR \| 21051
Portfolio Bond Minimum Residual Value	Published minimum residual values as at February 2021	Europe Expat, Hong Kong (HK), Middle East, Singapore (SG), Sweden (SE), United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	FOS	New Policy	Published minimum residual values as at February 2021 Operational Forms Portfolio Bond Minimum Residual Value UWSQ PR \| 21018
Appointing a Fund Adviser	This form can be used with Utmost International Isle of Man Limited orUtmost PanEurope dac a range of portfolio bonds available in all regions (except Hong Kong).	Middle East, Singapore (SG)	Utmost Wealth Solutions	Operational Forms	FOS	Making a change to your policy	This form can be used with Utmost International Isle of Man Limited orUtmost PanEurope dac a range of portfolio bonds available in all regions (except Hong Kong). Operational Forms Appointing a Fund Adviser UWSQ PR \| 20985
Appointing an Authorised Custodian – Wealth bond	Please use this form to request Utmost International Isle of Man Limited or Utmost PanEurope dac to appoint an authorised custodian. This form is only for use with the International Wealth Bond or European Wealth Bond.	United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms		Making a change to your policy	Please use this form to request Utmost International Isle of Man Limited or Utmost PanEurope dac to appoint an authorised custodian. This form is only for use with the International Wealth Bond or European Wealth Bond. Operational Forms Appointing an Authorised Custodian – Wealth bond UWSQ PR \| 20951
Request to Restrict Assets – Wealth Bond	Please use this form if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac to restrict the assets to a International Wealth Bond or European Wealth Bond.	United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	FOS	New Policy	Please use this form if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac to restrict the assets to a International Wealth Bond or European Wealth Bond. Operational Forms Request to Restrict Assets – Wealth Bond UWSQ PR \| 20912
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	Not country specific	Utmost Wealth Solutions	Operational Forms	FOS	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
Digital Signature Application Form – Non UK	Digital signature application form – not for use in the UK	Europe Expat, Middle East, Rest of the World, Singapore (SG)	Utmost Wealth Solutions	Operational Forms	FOS	New Policy	Digital signature application form – not for use in the UK Operational Forms Digital Signature Application Form – Non UK UWSQ PR \| 20815
Request to Add or Remove a Life Assured Form	This form can be used to add or remove a life assured on your Utmost International Portfolio Bond.	Europe Expat	Utmost Wealth Solutions	Operational Forms	FOS	Making a change to your policy	This form can be used to add or remove a life assured on your Utmost International Portfolio Bond. Operational Forms Request to Add or Remove a Life Assured Form UWSQ PR \| 20814
Letter of authorisation for Authorised Custodian Account Form	This letter of authorisation permits an authorised third-party individual to make investment decisions in respect of the accounts opened by Utmost International Isle of Man Limited or Utmost PanEurope dac. with the authorised custodian.	Europe Expat, Middle East, Singapore (SG), United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	FOS	Making a change to your policy	This letter of authorisation permits an authorised third-party individual to make investment decisions in respect of the accounts opened by Utmost International Isle of Man Limited or Utmost PanEurope dac. with the authorised custodian. Operational Forms Letter of authorisation for Authorised Custodian Account Form UWSQ PR \| 20660
The Real Benefit of Gross Roll-Up	This document is directed at professional advisers and shows how international bonds benefit from gross roll-up.	United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This document is directed at professional advisers and shows how international bonds benefit from gross roll-up. Tax and regulatory Literature/technical sales aids and literature The Real Benefit of Gross Roll-Up UWSQ PR \| 20017
Request a Withdrawal on Wealth Interactive Guide	This guide demonstrates how you can request a one-off withdrawal in three easy steps through Wealth Interactive.	Europe Expat, Hong Kong (HK), Rest of the World, United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	Surrender or Claim	This guide demonstrates how you can request a one-off withdrawal in three easy steps through Wealth Interactive. Tax and regulatory Literature/technical sales aids and literature Request a Withdrawal on Wealth Interactive Guide UWSQ PR \| 19515
How to Submit a Dealing Request on Wealth Interactive	This guide shows you how to submit a Dealing Instruction in three easy steps through Wealth Interactive.	Europe Expat, Hong Kong (HK), Middle East, Singapore (SG), United Kingdom (UK)	Utmost Wealth Solutions	Investment literature/Strategies	FOS	Making a change to your policy	This guide shows you how to submit a Dealing Instruction in three easy steps through Wealth Interactive. Investment literature/Strategies How to Submit a Dealing Request on Wealth Interactive UWSQ PR \| 20000
The Super Six – Tax Benefits of a Portfolio Bond for UK Expatriates	This document provides a high-level summary of some of the key UK taxation benefits which an offshore bond can provide to a UK expatriate investor.	Europe Expat, Middle East, Rest of the World, Singapore (SG)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This document provides a high-level summary of some of the key UK taxation benefits which an offshore bond can provide to a UK expatriate investor. Tax and regulatory Literature/technical sales aids and literature The Super Six – Tax Benefits of a Portfolio Bond for UK Expatriates UWSQ PR \| 18985
Data Subject Access Request Form	This form is for you, or someone you have authorised to represent you, to request a copy of the personal information we hold for you.	United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms		Making a change to your policy	This form is for you, or someone you have authorised to represent you, to request a copy of the personal information we hold for you. Operational Forms Data Subject Access Request Form UWSQ PR \| 18031
Authorised Custodian Internet Service Request Form	This form can be used to request access to the view only internet service provided by the authorised custodian.	Europe Expat, Middle East	Utmost Wealth Solutions	Operational Forms	FOS	Making a change to your policy	This form can be used to request access to the view only internet service provided by the authorised custodian. Operational Forms Authorised Custodian Internet Service Request Form UWSQ PR \| 17990
Portfolio Bond Transaction Account Overdraft Limit	The published overdraft limit of transaction accounts for applicable portfolio bonds.	Europe Expat, Hong Kong (HK), Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	FOS	New Policy	The published overdraft limit of transaction accounts for applicable portfolio bonds. Operational Forms Portfolio Bond Transaction Account Overdraft Limit UWSQ PR \| 14355
Kenya tax note	Taxation of an Offshore Life Assurance or Redemption Policy Purchased Outside of Kenya by a Kenyan Resident	Singapore (SG)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	Making a change to your policy	Taxation of an Offshore Life Assurance or Redemption Policy Purchased Outside of Kenya by a Kenyan Resident Tax and regulatory Literature/technical sales aids and literature Kenya tax note UWSQ PR \| 13571
Portfolio Bond Withdrawal / Surrender Form	Surrender and Withdrawal Request Form for Portfolio Bond	Europe Expat, Hong Kong (HK), Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	FOS	Surrender or Claim	Surrender and Withdrawal Request Form for Portfolio Bond Operational Forms Portfolio Bond Withdrawal / Surrender Form UWSQ PR \| 13485
Tax Information for Irish Residents	This document provides a high-level summary of the tax that applies to a life or redemption bond issued by a UK, Isle of Man or Ireland Insurer when held by a policyholder who becomes resident in Ireland.	Europe Expat	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature		New Policy	This document provides a high-level summary of the tax that applies to a life or redemption bond issued by a UK, Isle of Man or Ireland Insurer when held by a policyholder who becomes resident in Ireland. Tax and regulatory Literature/technical sales aids and literature Tax Information for Irish Residents UWSQ PR \| 13464
How to Complete the Second Schedule	Sales aid explaining how the Second Schedule of the Lifestyle Trust Deed should be completed.	United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	Sales aid explaining how the Second Schedule of the Lifestyle Trust Deed should be completed. Tax and regulatory Literature/technical sales aids and literature How to Complete the Second Schedule UWSQ PR \| 13050
Failed Regular Withdrawal Form	This form is to be completed where a regular withdrawal has not been paid due to insufficient value in the nominated asset.	Singapore (SG)	Utmost Wealth Solutions	Operational Forms		New Policy	This form is to be completed where a regular withdrawal has not been paid due to insufficient value in the nominated asset. Operational Forms Failed Regular Withdrawal Form UWSQ PR \| 12576
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.	Finland (FI), France (FR), Hong Kong (HK), Italy (IT), Mexico (MX), Middle East, Portugal (PT), Singapore (SG), Spain (ES), Sweden (SE), Switzerland (CH), United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	FOS	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.	ASIA, Europe Expat, Finland (FI), France (FR), Germany (DE), Hong Kong (HK), Italy (IT), Mexico (MX), Middle East, Peru (PE), Portugal (PT), Singapore (SG), Spain (ES), Sweden (SE), Switzerland (CH), United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	FOS	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
Request for Utmost to Appoint a new/additional Discretionary Asset Manager	This form should be used for International Wealth Bond or European Wealth Bond policyholders only, who would like to change their discretionary asset manager. This form should be used where you have not requested Quilter International to restrict the asset range.	United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	FOS	Making a change to your policy	This form should be used for International Wealth Bond or European Wealth Bond policyholders only, who would like to change their discretionary asset manager. This form should be used where you have not requested Quilter International to restrict the asset range. Operational Forms Request for Utmost to Appoint a new/additional Discretionary Asset Manager UWSQ PR \| 12370
Amendment to Wealth Interactive, Policyholder Online Service Terms	This form allows Trustee Policyholders to request online access for their Clients/Members.	Singapore (SG)	Utmost Wealth Solutions	Operational Forms	FOS	Making a change to your policy	This form allows Trustee Policyholders to request online access for their Clients/Members. Operational Forms Amendment to Wealth Interactive, Policyholder Online Service Terms UWSQ PR \| 11729
Amendment to Wealth Interactive, Policyholder Online Service Terms (Providing Limited Access)	This form allows Trustee Policyholders to request online access for their Clients/Members.	Singapore (SG)	Utmost Wealth Solutions	Operational Forms	FOS	Making a change to your policy	This form allows Trustee Policyholders to request online access for their Clients/Members. Operational Forms Amendment to Wealth Interactive, Policyholder Online Service Terms (Providing Limited Access) UWSQ PR \| 11544
Stockbroker and custody charges	This sales aid shows the stockbroker and custody charges that may apply on Portfolio Bonds.		Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This sales aid shows the stockbroker and custody charges that may apply on Portfolio Bonds. Tax and regulatory Literature/technical sales aids and literature Stockbroker and custody charges UWSQ PR \| 11251
Authorised Custodian Model Guide – Singapore	A guide to help you understand our Authorised Custodian Model.	Singapore (SG)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature		New Policy	A guide to help you understand our Authorised Custodian Model. Tax and regulatory Literature/technical sales aids and literature Authorised Custodian Model Guide – Singapore UWSQ PR \| 11367
Application Form for an Online Service Account and Appointment of a Lead Policyholder on Wealth Interactive with Utmost International Portfolio Bonds	Application Form for an Online Service Account and Appointment of a Lead Policyholder on Wealth Interactive with Utmost International Portfolio Bonds.	Hong Kong (HK), Singapore (SG), United Kingdom (UK)	Utmost Wealth Solutions	Application Form	FOS	Making a change to your policy	Application Form for an Online Service Account and Appointment of a Lead Policyholder on Wealth Interactive with Utmost International Portfolio Bonds. Application Form Application Form for an Online Service Account and Appointment of a Lead Policyholder on Wealth Interactive with Utmost International Portfolio Bonds UWSQ PR \| 10622
Nominated asset for regular withdrawals	To ensure regular withdrawals are paid, you must select one or more asset from which the payment will be made. Alternatively, the Transaction Account can be selected to fund withdrawals. Please tick the appropriate box below	Europe Expat, Middle East, Singapore (SG), United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	FOS	New Policy	To ensure regular withdrawals are paid, you must select one or more asset from which the payment will be made. Alternatively, the Transaction Account can be selected to fund withdrawals. Please tick the appropriate box below Operational Forms Nominated asset for regular withdrawals UWSQ PR \| 10347
Deed of Absolute Appointment in Favour of one or more Discretionary Beneficiaries (Manx Law)	This deed is for guidance only and may be considered suitable where an Utmost International Isle of Man Limited orUtmost PanEurope dac discretionary trust subject to Manx Law has been used.	United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	FOS	New Policy	This deed is for guidance only and may be considered suitable where an Utmost International Isle of Man Limited orUtmost PanEurope dac discretionary trust subject to Manx Law has been used. Operational Forms Deed of Absolute Appointment in Favour of one or more Discretionary Beneficiaries (Manx Law) UWSQ PR \| 09637
Cheque Processing Form	This form is to be used when Wealth Interactive status is awaiting payment.	United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms		New Policy	This form is to be used when Wealth Interactive status is awaiting payment. Operational Forms Cheque Processing Form UWSQ PR \| 09466
Wealth Interactive Third Party and Other Users Matrix	A quick user guide showing what functionality is available to each user role	Europe Expat, Singapore (SG), United Kingdom (UK)	Utmost Wealth Solutions	Product Guides/Brochures/Snapshots and Training Materials	FOS	New Policy	A quick user guide showing what functionality is available to each user role Product Guides/Brochures/Snapshots and Training Materials Wealth Interactive Third Party and Other Users Matrix UWSQ PR \| 09254
Stay In Touch with your Investments with Wealth Interactive	A client brochure promoting the benefits of using Wealth Interactive online service.	Europe Expat, Middle East, Rest of the World	Utmost Wealth Solutions	Guides and Supporting Documents	FOS	New Policy	A client brochure promoting the benefits of using Wealth Interactive online service. Guides and Supporting Documents Stay In Touch with your Investments with Wealth Interactive UWSQ PR \| 09033
Request to Appoint a Discretionary Asset Manager (on an Advisory or Discretionary Authority)	Please use this form to appoint a discretionary asset manager on an advisory or discretionary authority.	Europe Expat, Middle East, United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms		New Policy	Please use this form to appoint a discretionary asset manager on an advisory or discretionary authority. Operational Forms Request to Appoint a Discretionary Asset Manager (on an Advisory or Discretionary Authority) UWSQ PR \| 08887
Terms and Conditions for Utmost International’s Online Services (Financial Adviser)	Terms and Conditions for our online services to be read in conjunction with the relevant intermediary terms of business.	Europe Expat, Middle East, Rest of the World, Singapore (SG), United Kingdom (UK)	Utmost Wealth Solutions	Guides and Supporting Documents	FOS	New Policy	Terms and Conditions for our online services to be read in conjunction with the relevant intermediary terms of business. Guides and Supporting Documents Terms and Conditions for Utmost International’s Online Services (Financial Adviser) UWSQ PR \| 08340
Qualifying Non-UK Pension Scheme Brochure – for a Flexible Future	This brochure provides information about overseas pension schemes that comply with Qualifying Non-UK Pension Scheme rules.	Europe Expat, Middle East, Rest of the World, Singapore (SG), United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This brochure provides information about overseas pension schemes that comply with Qualifying Non-UK Pension Scheme rules. Tax and regulatory Literature/technical sales aids and literature Qualifying Non-UK Pension Scheme Brochure – for a Flexible Future UWSQ PR \| 08077
Change of Financial Adviser	Please use this form if you wish to appoint a new or remove a financial adviser. If you remove a financial adviser this will stop all correspondence or information in respect of your policy going through that financial adviser.	Europe Expat, Hong Kong (HK), Middle East, Rest of the World, Singapore (SG), United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	FOS	Making a change to your policy	Please use this form if you wish to appoint a new or remove a financial adviser. If you remove a financial adviser this will stop all correspondence or information in respect of your policy going through that financial adviser. Operational Forms Change of Financial Adviser UWSQ PR \| 05271
Loan Trust Deed – Manx Law Discretionary Version – Limited Liability Form	Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man Limited investments.	Middle East, Rest of the World, United Kingdom (UK)	Utmost Wealth Solutions	Trust Literature	FOS	New Policy	Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man Limited investments. Trust Literature Loan Trust Deed – Manx Law Discretionary Version – Limited Liability Form UWSQ PR \| 07507
Discounted Gift Trust Declaration of Continuing Good Health Form	This declaration should be completed by the settlor to confirm that their health has not changed since the date of the original application toUtmost Innternational Isle of Man Limited, Utmost International Trustee Solutions Limited orUtmost PanEurope dac.	United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	FOS	Making a change to your policy	This declaration should be completed by the settlor to confirm that their health has not changed since the date of the original application toUtmost Innternational Isle of Man Limited, Utmost International Trustee Solutions Limited orUtmost PanEurope dac. Operational Forms Discounted Gift Trust Declaration of Continuing Good Health Form UWSQ PR \| 04612
Intermediary Registration Application QINTL IOM and QII	Intermediary Registration Application IOM and QII – for non UK intermediaries only	United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	FOS	New Policy	Intermediary Registration Application IOM and QII – for non UK intermediaries only Operational Forms Intermediary Registration Application QINTL IOM and QII UWSQ PR \| 02230
Portfolio Bond Endorsement Request Form	This form can be used to endorse highly personalised bonds and bring into the UK regulations as well as reduce tax implications.	Europe Expat, Hong Kong (HK), Singapore (SG), Sweden (SE)	Utmost Wealth Solutions	Operational Forms	FOS	Making a change to your policy	This form can be used to endorse highly personalised bonds and bring into the UK regulations as well as reduce tax implications. Operational Forms Portfolio Bond Endorsement Request Form UWSQ PR \| 02013
Technical Sales Briefing – Order of Gifts	This briefing looks at various issues and scenarios around the order of making gifts and attempts to explain what steps can be taken to help ensure the most beneficial result for all.	United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This briefing looks at various issues and scenarios around the order of making gifts and attempts to explain what steps can be taken to help ensure the most beneficial result for all. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Order of Gifts UWS PR 0193
UK Inheritance tax (IHT)	Infographic to raise awareness of IHT.	United Kingdom (UK)	Utmost Wealth Solutions	Marketing Collateral	FOS	Making a change to your policy, New Policy	Infographic to raise awareness of IHT. Marketing Collateral UK Inheritance tax (IHT) UWS PR 0168
Technical Sales Briefing – Finance Act 2006 and Interest in Possession (IIP) Trusts	Technical Sales Briefing on the Finance Act 2006 and Interest in Possession (IIP) Trusts	United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature		New Policy	Technical Sales Briefing on the Finance Act 2006 and Interest in Possession (IIP) Trusts Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Finance Act 2006 and Interest in Possession (IIP) Trusts UWS PR 0139
Discretionary Trust – Settlor cannot be a Beneficiary	The Trust Deed may be used by a single Settlor or joint Settlors, who wish to place a new or existing bond into a Discretionary Trust and where the investment is with Utmost International Isle of Man Limited or Utmost PanEurope dac.	United Kingdom (UK)	Utmost Wealth Solutions	Trust Literature	FOS	Making a change to your policy	The Trust Deed may be used by a single Settlor or joint Settlors, who wish to place a new or existing bond into a Discretionary Trust and where the investment is with Utmost International Isle of Man Limited or Utmost PanEurope dac. Trust Literature Discretionary Trust – Settlor cannot be a Beneficiary UWS PR 0130
Technical Sales Briefing – Personal Representatives and the Payment of Tax on Death	This Technical Sales Briefing looks at the income tax position on the death of a policy owner and the role of the PRs and includes comment on how single premium bonds can be set up to provide planning opportunities to manage the incidence of chargeable events.	United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature		New Policy	This Technical Sales Briefing looks at the income tax position on the death of a policy owner and the role of the PRs and includes comment on how single premium bonds can be set up to provide planning opportunities to manage the incidence of chargeable events. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Personal Representatives and the Payment of Tax on Death UWS PR 0066
Inheritance Tax Liability and the Statutory Residence Test	This guide explains Domicile, Remittance Basis and Excluded Property Trust.	United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This guide explains Domicile, Remittance Basis and Excluded Property Trust. Tax and regulatory Literature/technical sales aids and literature Inheritance Tax Liability and the Statutory Residence Test UWS PR 0105
Quick guide to trusts	Sales aid addressing some of the common misconceptions and issues faced with being a trustee.	United Kingdom (UK)	Utmost Wealth Solutions	Guides and Supporting Documents	FOS	New Policy	Sales aid addressing some of the common misconceptions and issues faced with being a trustee. Guides and Supporting Documents Quick guide to trusts UWS PR 0051
UWS Impact of Charges for Advice on your Policy	Charges for advice and/or related services are agreed between you and your adviser.This guide is designed to be used where you have added a charge for advice to your policy or have changed the existing level of adviser charges being paid. It explains the impact charges for advice will have on the value of your policy over time.	United Kingdom (UK)	Utmost Wealth Solutions	Product Guides/Brochures/Snapshots and Training Materials	FOS	Addition to your Policy, Making a change to your policy, New Policy	Charges for advice and/or related services are agreed between you and your adviser.This guide is designed to be used where you have added a charge for advice to your policy or have changed the existing level of adviser charges being paid. It explains the impact charges for advice will have on the value of your policy over time. Product Guides/Brochures/Snapshots and Training Materials UWS Impact of Charges for Advice on your Policy UWS PR 00468
Trust Register Internal Form	Trust Register Internal Form	United Kingdom (UK)	Utmost Wealth Solutions	Trust Literature	FOS	Making a change to your policy, New Policy	Trust Register Internal Form Trust Literature Trust Register Internal Form UWS PR 00463
Technical Sales Briefing – International Investment Bonds and VAT Exempt DFM Service for Ireland	This Technical Sales Briefing has been designed to explain the background to the publication of the Irish Revenue, including the differences in the two tax codes and the effect of this guidance on both conventional international investment bonds and bonds.	United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature		New Policy	This Technical Sales Briefing has been designed to explain the background to the publication of the Irish Revenue, including the differences in the two tax codes and the effect of this guidance on both conventional international investment bonds and bonds. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – International Investment Bonds and VAT Exempt DFM Service for Ireland UWS PR 0046
Pay-By-Link Guia De Usuário	Utmost Wealth Solutions Pay-By-Link Guia De Usuário		Utmost Wealth Solutions	Guides and Supporting Documents		Making a change to your policy, New Policy	Utmost Wealth Solutions Pay-By-Link Guia De Usuário Guides and Supporting Documents Pay-By-Link Guia De Usuário UWS PR 00449
Utmost Group	For clients leaving Asia or the Middle East to settle in Europe with an existing Utmost policy	Rest of the World	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	Making a change to your policy	For clients leaving Asia or the Middle East to settle in Europe with an existing Utmost policy Tax and regulatory Literature/technical sales aids and literature Utmost Group UWS PR 00435
Before Surrendering	Guides and Supporting Documents Before Surrendering UWS PR 00431	Europe Expat, Hong Kong (HK), Middle East, Rest of the World, United Kingdom (UK)	Utmost Wealth Solutions	Guides and Supporting Documents	FOS	Surrender or Claim	Guides and Supporting Documents Before Surrendering UWS PR 00431
Utmost Group Adviser Payment Guide	Document to support advisers with locating the origin of adviser payments and the online portal to access them for the relevant policies.		Utmost Wealth Solutions	Guides and Supporting Documents	FOS	Adviser Technical Insights and Webinars	Document to support advisers with locating the origin of adviser payments and the online portal to access them for the relevant policies. Guides and Supporting Documents Utmost Group Adviser Payment Guide UWS PR 00430
Technical Sales Briefing – Personal Portfolio Bonds	This Technical Briefing – Personal Portfolio Bonds outlines what constitutes a PPB, considers in detail how such policies are taxed and looks at some other related areas that an adviser may wish to understand.	Europe Expat, Hong Kong (HK), United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS		This Technical Briefing – Personal Portfolio Bonds outlines what constitutes a PPB, considers in detail how such policies are taxed and looks at some other related areas that an adviser may wish to understand. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Personal Portfolio Bonds UWS PR 00419
Technical Note Moving from Sweden to Spain	Utmost PanEurope technical briefing regarding policyholders who wish to move from Sweden to Spain and take their policy with them.	Spain (ES), Sweden (SE)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	Making a change to your policy	Utmost PanEurope technical briefing regarding policyholders who wish to move from Sweden to Spain and take their policy with them. Tax and regulatory Literature/technical sales aids and literature Technical Note Moving from Sweden to Spain UWS PR 00406
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.	Finland (FI), Spain (ES)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	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
Residence Nil Rate Band (RNRB) Quick Guide – Infographic	This guide contain references to the appropriate page numbers from our technical briefing on RNRB.	United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This guide contain references to the appropriate page numbers from our technical briefing on RNRB. Tax and regulatory Literature/technical sales aids and literature Residence Nil Rate Band (RNRB) Quick Guide – Infographic UWS PR 0036
Technical Sales Briefing – Trust Registration Service	This document details change to the UK Trust Registration Service (TRS)	United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This document details change to the UK Trust Registration Service (TRS) Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Trust Registration Service UWS PR 00282
UK Onshore and Overseas Comparison – Technical Sales Briefing	This document offers a comparison between UK Offshore and Overseas.	United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This document offers a comparison between UK Offshore and Overseas. Tax and regulatory Literature/technical sales aids and literature UK Onshore and Overseas Comparison – Technical Sales Briefing UWS PR 00277
Technical Sales Briefing – Top 10 reasons for using an International Investment Bond (IIB)	Top 10 reasons for UK residents to use an overseas life assurance or capital redemption bond, referred to as an Overseas Investment Bond (OIB) throughout this guide.	United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature		Adviser Technical Insights and Webinars	Top 10 reasons for UK residents to use an overseas life assurance or capital redemption bond, referred to as an Overseas Investment Bond (OIB) throughout this guide. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Top 10 reasons for using an International Investment Bond (IIB) UWS PR 00275
The Utmost Advantage – Fitch Ratings – A trusted signal of strength, stability and security	Marketing Collateral The Utmost Advantage – Fitch Ratings – A trusted signal of strength, stability and security UWS \| 25200		Utmost Wealth Solutions	Marketing Collateral	FOS		Marketing Collateral The Utmost Advantage – Fitch Ratings – A trusted signal of strength, stability and security UWS \| 25200
Overseas Insurance Bonds as Trust Investments	This briefing document looks at why bonds issued from overseas insurers can be a highly effective investment vehicle for a UK resident trust.	United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This briefing document looks at why bonds issued from overseas insurers can be a highly effective investment vehicle for a UK resident trust. Tax and regulatory Literature/technical sales aids and literature Overseas Insurance Bonds as Trust Investments UWS \| 05097
Letter of Wishes Example Wordings	When using a discretionary trust it is always desirable to record the Settlor’s wishes. These are normally recorded in a letter addressed to the trustees, hence the name ‘letter of wishes’.	Rest of the World, United Kingdom (UK)	Utmost International Trustee Solutions Limited	Trust Literature	FOS	New Policy	When using a discretionary trust it is always desirable to record the Settlor’s wishes. These are normally recorded in a letter addressed to the trustees, hence the name ‘letter of wishes’. Trust Literature Letter of Wishes Example Wordings UTSQ PR \| 25160
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.	Not country specific	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	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 International Trustee Solutions Limited Bare Trust with Investment Direction	Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments.	Hong Kong (HK), Middle East, Rest of the World	Utmost International Trustee Solutions Limited	Trust Literature	FOS	New Policy	Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments. Trust Literature Utmost International Trustee Solutions Limited Bare Trust with Investment Direction UTSQ PR \| 08144
Discounted Gift Trust Deed with Investment Direction (Manx Law – Bare version)	This deed can be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee. Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments.	Hong Kong (HK), Middle East, Rest of the World	Utmost International Trustee Solutions Limited	Trust Literature	FOS	New Policy	This deed can be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee. Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments. Trust Literature Discounted Gift Trust Deed with Investment Direction (Manx Law – Bare version) UTSQ PR \| 07936
Utmost International Trustee Solutions Limited Discounted Gift Trust (DGT) Deed (with Investment Direction)	Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments.	Hong Kong (HK), Middle East, Rest of the World	Utmost International Trustee Solutions Limited	Trust Literature	FOS	New Policy	Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments. Trust Literature Utmost International Trustee Solutions Limited Discounted Gift Trust (DGT) Deed (with Investment Direction) UTSQ PR \| 07155
Utmost International Trustee Solutions Limited Loan Trust Deed with Investment Direction (Manx Law)	This deed can be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee.	Hong Kong (HK), Middle East, Rest of the World	Utmost International Trustee Solutions Limited	Trust Literature	FOS	New Policy	This deed can be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee. Trust Literature Utmost International Trustee Solutions Limited Loan Trust Deed with Investment Direction (Manx Law) UTSQ PR \| 07154
Utmost International Trustee Solutions Limited Discretionary Trust with Investment Direction (Manx Law)	This deed can only be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee.	Hong Kong (HK), Middle East, Rest of the World	Utmost International Trustee Solutions Limited	Trust Literature	FOS	New Policy	This deed can only be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee. Trust Literature Utmost International Trustee Solutions Limited Discretionary Trust with Investment Direction (Manx Law) UTSQ PR \| 05920
Utmost International Trustee Solutions Client Agreement Form	For use with trusts incorporating a settlor’s investment direction (including terms of business, current fee scales and client money information sheet).	Hong Kong (HK), Middle East, Rest of the World, Singapore (SG)	Utmost International Trustee Solutions Limited	Operational Forms	FOS	New Policy	For use with trusts incorporating a settlor’s investment direction (including terms of business, current fee scales and client money information sheet). Operational Forms Utmost International Trustee Solutions Client Agreement Form UTSQ PR \| 05921
Application Form for Executive Bond Loan Trust with Utmost International Trustee Solutions Limited	Application Form for Investors wishing to invest in the Executive Bond or Executive Redemption Bond for consideration by Utmost International Trustee Solutions Limited as the Trustee for the Loan Trust you have created. Please note that you will also need to fill out the Tax Declaration and Self Certification document.	Rest of the World	Utmost International Trustee Solutions Limited	Application Form	FOS	New Policy	Application Form for Investors wishing to invest in the Executive Bond or Executive Redemption Bond for consideration by Utmost International Trustee Solutions Limited as the Trustee for the Loan Trust you have created. Please note that you will also need to fill out the Tax Declaration and Self Certification document. Application Form Application Form for Executive Bond Loan Trust with Utmost International Trustee Solutions Limited UTSQ PR \| 05284
Utmost International Trustee Solutions Limited Discretionary Trust with Investment Direction (Manx Law)	This deed can be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee. Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments.	Hong Kong (HK), Middle East, Rest of the World	Utmost International Trustee Solutions Limited	Trust Literature	FOS	New Policy	This deed can be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee. Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments. Trust Literature Utmost International Trustee Solutions Limited Discretionary Trust with Investment Direction (Manx Law) UTSQ PR \| 05198
Utmost International Trustee Solutions Limited Client Agreement Form	This form is required to obtain information about an applicant’s tax status under Automatic Exchange of Information (AEOI) regulations, Utmost International.	United Kingdom (UK)	Utmost International - IoM	Operational Forms	FOS	New Policy	This form is required to obtain information about an applicant’s tax status under Automatic Exchange of Information (AEOI) regulations, Utmost International. Operational Forms Utmost International Trustee Solutions Limited Client Agreement Form UTSQ PR \| 03482
Utmost International Trustee Solutions Discretionary Investment Manager Application Form	This form can be used to appoint a Discretionary investment manager to a bond in trust with Utmost International Trustee Solutions Limited	United Kingdom (UK)	Utmost International Trustee Solutions Limited	Operational Forms	FOS	New Policy	This form can be used to appoint a Discretionary investment manager to a bond in trust with Utmost International Trustee Solutions Limited Operational Forms Utmost International Trustee Solutions Discretionary Investment Manager Application Form UTSQ PR \| 03409
Utmost International Trust Company Policy Statement Form	This form is used with our former Quilter International UK products where an ‘Investment Adviser’ (Advisory Fund Adviser) is being appointed. The form confirms that the adviser has discussed and agreed the Investment Objective with the settlor and any investment recommendations will fall within this category. The trustees will countersign this and agree to the objective agreed between IFA and Settlor.	United Kingdom (UK)	Utmost International Trustee Solutions Limited	Trust Literature	FOS	New Policy	This form is used with our former Quilter International UK products where an ‘Investment Adviser’ (Advisory Fund Adviser) is being appointed. The form confirms that the adviser has discussed and agreed the Investment Objective with the settlor and any investment recommendations will fall within this category. The trustees will countersign this and agree to the objective agreed between IFA and Settlor. Trust Literature Utmost International Trust Company Policy Statement Form UTSQ PR \| 03408
Mutual Stipulations and Nomination Form Irish jointly Owned Products	This form should be used for policies subject to the laws of Belgium, Cyprus, Spain or Sweden. Complete this form if you are the policyholder and request for the mutual stipulations wording to be applied to your policy and also wish to nominate the beneficiary(ies) listed in the appointment of beneficiary(ies) for your policy.	Belgium (BE), Cyprus (CY), Spain (ES), Sweden (SE)	Utmost PanEurope	Operational Forms	FOS	Making a change to your policy	This form should be used for policies subject to the laws of Belgium, Cyprus, Spain or Sweden. Complete this form if you are the policyholder and request for the mutual stipulations wording to be applied to your policy and also wish to nominate the beneficiary(ies) listed in the appointment of beneficiary(ies) for your policy. Operational Forms Mutual Stipulations and Nomination Form Irish jointly Owned Products UPEQ PR \| 21042
UPE Declaration of Residence Outside of Ireland	Utmost PanEurope Policyholders resident outside of Ireland must make the declarations contained in this form in order to receive payments without the deduction of Irish tax if they hold a policy issued by an Irish insurer.	Europe Expat, Rest of the World, United Kingdom (UK)	Utmost PanEurope	Operational Forms	FOS	Making a change to your policy, Surrender or Claim	Utmost PanEurope Policyholders resident outside of Ireland must make the declarations contained in this form in order to receive payments without the deduction of Irish tax if they hold a policy issued by an Irish insurer. Operational Forms UPE Declaration of Residence Outside of Ireland UPEQ PR \| 20900
French Executive Portfolio Appointment of Fund Adviser Form	This form can be used if you wish to appoint a firm to act as a discretionary fund advisor on your French Executive Portfolio.	Europe Expat	Utmost PanEurope	Operational Forms		Making a change to your policy	This form can be used if you wish to appoint a firm to act as a discretionary fund advisor on your French Executive Portfolio. Operational Forms French Executive Portfolio Appointment of Fund Adviser Form UPEQ PR \| 20844
French Executive Portfolio Dealing Form	This form can be used if your clients wish to change the assets their French Executive Portfolio is linked to.	Europe Expat	Utmost PanEurope	Investment literature/Strategies	FOS	Making a change to your policy	This form can be used if your clients wish to change the assets their French Executive Portfolio is linked to. Investment literature/Strategies French Executive Portfolio Dealing Form UPEQ PR \| 20736
French Executive Portfolio Withdrawal/Closure Form	This form can be used to request a withdrawal or closure of policy from the French Executive Portfolio.	Europe Expat	Utmost PanEurope	Operational Forms	FOS	Surrender or Claim	This form can be used to request a withdrawal or closure of policy from the French Executive Portfolio. Operational Forms French Executive Portfolio Withdrawal/Closure Form UPEQ PR \| 20786
Application Form for New Business and Top-Up into French Executive Portfolio with Utmost PanEurope dac	Application Form can for Individual and Joint Investors wishing to invest in the French Executive Portfolio. For New Business and Top-Ups. Please note that you will also need to fill out the Tax Declaration and Self Certification document, if applicable.	Europe Expat	Utmost PanEurope	Application Form	FOS	New Policy	Application Form can for Individual and Joint Investors wishing to invest in the French Executive Portfolio. For New Business and Top-Ups. Please note that you will also need to fill out the Tax Declaration and Self Certification document, if applicable. Application Form Application Form for New Business and Top-Up into French Executive Portfolio with Utmost PanEurope dac UPEQ PR \| 20562
Payment Instruction Form	This form is for use with Utmost PanEurope dac. Omega and Integra policies.	Europe Expat	Utmost PanEurope	Operational Forms		Making a change to your policy	This form is for use with Utmost PanEurope dac. Omega and Integra policies. Operational Forms Payment Instruction Form UPEQ PR \| 19967
Beneficiary Nomination Request for non UK residents	This is a Beneficiary Nomination Request form for non UK resident Policyholders for Utmost PanEurope dac	Europe Expat	Utmost PanEurope	Operational Forms		Making a change to your policy	This is a Beneficiary Nomination Request form for non UK resident Policyholders for Utmost PanEurope dac Operational Forms Beneficiary Nomination Request for non UK residents UPEQ PR \| 14896
Application Form for European Wealth Bond with Utmost PanEurope dac	Application Form for Individual, Trustee and Corporate Investors wishing to invest in the European Wealth Bond. Please note that you will also need to fill out the Tax Declaration and Self Certification document. This form can only be used for Top-Ups as this product is closed to new business.	United Kingdom (UK)	Utmost PanEurope	Application Form	FOS	New Policy	Application Form for Individual, Trustee and Corporate Investors wishing to invest in the European Wealth Bond. Please note that you will also need to fill out the Tax Declaration and Self Certification document. This form can only be used for Top-Ups as this product is closed to new business. Application Form Application Form for European Wealth Bond with Utmost PanEurope dac UPEQ PR \| 11799
Utmost PanEurope dac Banking Details	This document includes the banking details for Utmost PanEurope dac.	Europe Expat, Sweden (SE), United Kingdom (UK)	Utmost PanEurope	Guides and Supporting Documents		New Policy	This document includes the banking details for Utmost PanEurope dac. Guides and Supporting Documents Utmost PanEurope dac Banking Details UPEQ PR \| 09144
Tax and Other Important Information for Malta (for Malta Based Trustees Only)	This document provides the policyholder with important information before investing in the European Executive Investment Bond – PRIIPs or the European Collective Investment Bond – PRIIPs provided by Utmost PanEurope dac. Currently, we will only accept applications from Malta based trustees not Maltese resident individuals.	Malta (MT)	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This document provides the policyholder with important information before investing in the European Executive Investment Bond – PRIIPs or the European Collective Investment Bond – PRIIPs provided by Utmost PanEurope dac. Currently, we will only accept applications from Malta based trustees not Maltese resident individuals. Tax and regulatory Literature/technical sales aids and literature Tax and Other Important Information for Malta (for Malta Based Trustees Only) UPEQ PR \| 08492
Begäran om byte av Förvaltare	Detta formulär kan användas för att begära att överföra vårdnad om tillgångar.This form can be used to request to transfer custodianship of assets.	Sweden (SE)	Utmost PanEurope	Operational Forms	FOS	Making a change to your policy	Detta formulär kan användas för att begära att överföra vårdnad om tillgångar.This form can be used to request to transfer custodianship of assets. Operational Forms Begäran om byte av Förvaltare UPEQ PR \| 06987
Switch Form	This form enables you to switch your investments or change the funds in which your future regular investments are invested.	Europe Expat	Utmost PanEurope	Operational Forms		Making a change to your policy	This form enables you to switch your investments or change the funds in which your future regular investments are invested. Operational Forms Switch Form UPEQ PR \| 03361
Premium Amendment Form for use with European Capital Account with Utmost PanEurope dac	Premium Amendment Form for use with the European Capital Account. This form can be used to increase or decrease regular premiums, to pay an Additional Single Premium (Top-Up) or to change frequency or to reinstate a policy.	Europe Expat	Utmost PanEurope	Application Form		Making a change to your policy	Premium Amendment Form for use with the European Capital Account. This form can be used to increase or decrease regular premiums, to pay an Additional Single Premium (Top-Up) or to change frequency or to reinstate a policy. Application Form Premium Amendment Form for use with European Capital Account with Utmost PanEurope dac UPEQ PR \| 03130
UPE Deed of Assignment	UPE Deed of Assignment		Utmost PanEurope	Operational Forms	FOS	Making a change to your policy	UPE Deed of Assignment Operational Forms UPE Deed of Assignment UPE_WS \| 4466
Ireland as a location in Europe for Unit-Linked Life Assurance	This intermediary sales aid explains why Ireland is the optimal location in Europe for unit-linked life insurance.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Marketing Collateral	FOS	Adviser Technical Insights and Webinars, New Policy	This intermediary sales aid explains why Ireland is the optimal location in Europe for unit-linked life insurance. Marketing Collateral Ireland as a location in Europe for Unit-Linked Life Assurance UPE_WS \| 05338
Utmost Wealth Solutions Company Brochure – Adviser version	Company brochure for Utmost Wealth Solutions (Financial Adviser only).	Finland (FI), France (FR), Hong Kong (HK), Italy (IT), Middle East, Portugal (PT), Singapore (SG), Spain (ES), Sweden (SE), United Kingdom (UK)	Utmost Wealth Solutions	Marketing Collateral	FOS	New Policy	Company brochure for Utmost Wealth Solutions (Financial Adviser only). Marketing Collateral Utmost Wealth Solutions Company Brochure – Adviser version UPE_WS \| 05226
Life Insurance Based in Ireland – Four Pillars of Investor Protection	In this guide we take a closer look at the four reasons why you can choose a life insurance provider from Ireland with confidence.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Marketing Collateral	FOS	Adviser Technical Insights and Webinars, New Policy	In this guide we take a closer look at the four reasons why you can choose a life insurance provider from Ireland with confidence. Marketing Collateral Life Insurance Based in Ireland – Four Pillars of Investor Protection UPE_WS \| 04551
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.	Finland (FI)	Utmost PanEurope	Operational Forms	FOS	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	Chile (CL), Finland (FI), France (FR), Italy (IT), Mexico (MX), Portugal (PT), Spain (ES), United Kingdom (UK)	Utmost PanEurope	Operational Forms	FOS	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
Formulaire de Changement de Coordonnées Personnelles	Ce formulaire est destiné aux clients d’Utmost PanEurope dac qui souhaitent nous informer de toute modification de leurs données personnelles, telles que le nom, le spécimen de signature, l’adresse, l’adresse e-mail ou le numéro de téléphone.	France (FR)	Utmost PanEurope	Operational Forms	FOS	Making a change to your policy	Ce formulaire est destiné aux clients d’Utmost PanEurope dac qui souhaitent nous informer de toute modification de leurs données personnelles, telles que le nom, le spécimen de signature, l’adresse, l’adresse e-mail ou le numéro de téléphone. Operational Forms Formulaire de Changement de Coordonnées Personnelles UPE PR 12836
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.	Chile (CL), Europe Expat, Italy (IT), Mexico (MX), Portugal (PT), Spain (ES), United Kingdom (UK)	Utmost PanEurope	Operational Forms	FOS	Making a change to your policy, New Policy	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
UPE Pay-By-Link Pound Sterling	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account in Pound Sterling, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Operational Forms	FOS	Making a change to your policy	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account in Pound Sterling, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UPE Pay-By-Link Pound Sterling UPE PR 12774
UPE Pay-By-Link US Dollar	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account inUS Dollar, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Operational Forms	FOS	Making a change to your policy	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account inUS Dollar, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UPE Pay-By-Link US Dollar UPE PR 12773
UPE Pay-By-Link Euro	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account inEuro, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Operational Forms	FOS	Making a change to your policy	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account inEuro, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UPE Pay-By-Link Euro UPE PR 12772
Client Information and Change of Details Form	This form is intended for Utmost PanEurope dac customers (with a Scottish Mutual International or Phoenix Life branded policy) 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	FOS	Making a change to your policy	This form is intended for Utmost PanEurope dac customers (with a Scottish Mutual International or Phoenix Life branded policy) 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 12745
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.	Chile (CL), Finland (FI), France (FR), Italy (IT), Mexico (MX), Portugal (PT), Spain (ES), United Kingdom (UK)	Utmost PanEurope	Operational Forms	FOS	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
Technical Sales Briefing – Trustee Delegation	This briefing is designed to explain how some of the duties and powers of trustees can be delegated to other people	United Kingdom (UK)	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature		New Policy	This briefing is designed to explain how some of the duties and powers of trustees can be delegated to other people Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Trustee Delegation UPE PR 12427
Utmost PanEurope Investor Protection Brochure	This guide describes certain aspects of the legal and regulatory framework applicable to Utmost PanEurope dac in Ireland, created in order to safeguard policyholders through effective governance, risk management and oversight related to insurer financial strength and solvency.	United Kingdom (UK)	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This guide describes certain aspects of the legal and regulatory framework applicable to Utmost PanEurope dac in Ireland, created in order to safeguard policyholders through effective governance, risk management and oversight related to insurer financial strength and solvency. Tax and regulatory Literature/technical sales aids and literature Utmost PanEurope Investor Protection Brochure UPE PR 00128
Death Claim	Use this form to initiate a death claim – Asia	ASIA	Utmost PCC Limited	Surrender/Claim/Withdrawal/Switch	FOS	Surrender or Claim	Use this form to initiate a death claim – Asia Surrender/Claim/Withdrawal/Switch Death Claim UPCC PCON1168
Privacy Notice	Privacy Notice – English version	ASIA	Utmost PCC Limited	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – English version Client Letters/Indemnity/Data Protection Privacy Notice UPCC CONT4856-WEB
PRIVACY NOTICE	Privacy Notice – English version	ASIA	Utmost PCC Limited	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – English version Client Letters/Indemnity/Data Protection PRIVACY NOTICE UPCC CONT4856
Information Disclosure Agreement	Information Disclosure Agreement	ASIA	Utmost PCC Limited	Operational Forms	FOS		Information Disclosure Agreement Operational Forms Information Disclosure Agreement UPCC CONT2859
Appointment of the Policyholder as Investment Manager	Appointment of the Policyholder as Investment Manager	ASIA	Utmost PCC Limited	Operational Forms	FOS	Making a change to your policy	Appointment of the Policyholder as Investment Manager Operational Forms Appointment of the Policyholder as Investment Manager UPCC CONT1716
Appointment of an Investment Manager	Appointment of an Investment Manager form	Mexico (MX)	Utmost PCC Limited	Operational Forms	FOS	Making a change to your policy	Appointment of an Investment Manager form Operational Forms Appointment of an Investment Manager UPCC CONT1533
Change of Communications Means and Use of Electronic Signatures form	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	France (FR)	Utmost Luxembourg S.A	Operational Forms	FOS		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 Change of Communications Means and Use of Electronic Signatures form ULU PR 00102
Information Disclosure Agreement form	Information Disclosure Agreement	France (FR)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection Information Disclosure Agreement form ULU PR 00101
Request for payment of benefits in the event of death – Italy	Use this form to initiate a death claim – Italy (Branch and Head Office)	Italy (IT)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOE FOS		Use this form to initiate a death claim – Italy (Branch and Head Office) Surrender/Claim/Withdrawal/Switch Request for payment of benefits in the event of death – Italy ULU PR 00048
Connect User Guide Servicing (English)	Connect User Guide Servicing (English)	United Kingdom (UK)	Utmost Luxembourg S.A	Guides and Supporting Documents	FOS		Connect User Guide Servicing (English) Guides and Supporting Documents Connect User Guide Servicing (English) ULU PR 00022
Connect User Guide Additional Investment (English)	Connect User Guide Additional Investment (English)	United Kingdom (UK)	Utmost Luxembourg S.A	Guides and Supporting Documents	FOS		Connect User Guide Additional Investment (English) Guides and Supporting Documents Connect User Guide Additional Investment (English) ULU PR 00021
Connect Sign In (English)	Connect Sign In (English)	United Kingdom (UK)	Utmost Luxembourg S.A	Guides and Supporting Documents	FOS		Connect Sign In (English) Guides and Supporting Documents Connect Sign In (English) ULU PR 00017
RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION	Use this form to request a change of Communication Means and address – South Africa	South Africa (ZA)	Utmost Luxembourg S.A	Operational Forms	FOS	Making a change to your policy	Use this form to request a change of Communication Means and address – South Africa Operational Forms RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION ULU PCON1607
RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION	Use this form to request a change of Communication Means and address – Malta	Malta (MT)	Utmost Luxembourg S.A	Operational Forms	FOS	Making a change to your policy	Use this form to request a change of Communication Means and address – Malta Operational Forms RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION ULU PCON1606
RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION	Use this form to request a change of Communication Means and address – Jersey	Jersey (JE)	Utmost Luxembourg S.A	Operational Forms	FOS	Making a change to your policy	Use this form to request a change of Communication Means and address – Jersey Operational Forms RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION ULU PCON1605
RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION	Use this form to request a change of Communication Means and address – Israel	Israel (IL)	Utmost Luxembourg S.A	Operational Forms	FOS	Making a change to your policy	Use this form to request a change of Communication Means and address – Israel Operational Forms RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION ULU PCON1604
RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION	Use this form to request a change of Communication Means and address – Cyprus	Cyprus (CY)	Utmost Luxembourg S.A	Operational Forms	FOS	Making a change to your policy	Use this form to request a change of Communication Means and address – Cyprus Operational Forms RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION ULU PCON1602
Switch Authorisation	Use this form to request a switch of investments on your policy – Norway	Norway (NO)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS	Making a change to your policy	Use this form to request a switch of investments on your policy – Norway Surrender/Claim/Withdrawal/Switch Switch Authorisation ULU PCON1594
Additional Premium Form	Use this form for an addition to your policy/contract – Jersey	Jersey (JE)	Utmost Luxembourg S.A	Top Up/Additional Investment	FOS	Addition to your Policy	Use this form for an addition to your policy/contract – Jersey Top Up/Additional Investment Additional Premium Form ULU PCON1581
Additional Premium Form	Use this form for an addition to your policy/contract – Gibraltar	Gibraltar (GI)	Utmost Luxembourg S.A	Top Up/Additional Investment	FOS	Addition to your Policy	Use this form for an addition to your policy/contract – Gibraltar Top Up/Additional Investment Additional Premium Form ULU PCON1580
Additional Premium Form	Use this form for an addition to your policy/contract – Malta	Malta (MT)	Utmost Luxembourg S.A	Top Up/Additional Investment	FOS	Addition to your Policy	Use this form for an addition to your policy/contract – Malta Top Up/Additional Investment Additional Premium Form ULU PCON1579
Additional Premium Form	Use this form for an addition to your policy/contract – Cyprus	Cyprus (CY)	Utmost Luxembourg S.A	Top Up/Additional Investment	FOS	Addition to your Policy	Use this form for an addition to your policy/contract – Cyprus Top Up/Additional Investment Additional Premium Form ULU PCON1578
Switch Authorisation	Use this form to authorise the Insurer to perform switches of investments on your policy/contract – Finland	Finland (FI)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		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
Ansökan Tilläggspremie / Additional Premium form	Use this form for an addition to your policy/contract – Sweden	Sweden (SE)	Utmost Luxembourg S.A	Top Up/Additional Investment	FOS	Addition to your Policy	Use this form for an addition to your policy/contract – Sweden Top Up/Additional Investment Ansökan Tilläggspremie / Additional Premium form ULU PCON1564
Lisäsijoituslomake / Additional Premium form	Use this form for an addition to your policy/contract – Finland	Finland (FI)	Utmost Luxembourg S.A	Top Up/Additional Investment	FOS	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
Ändring av huvudsakliga egenskaper för en existerande Intern Dedikerad Fond / 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	Sweden (SE)	Utmost Luxembourg S.A	Operational Forms	FOS		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 Ändring av huvudsakliga egenskaper för en existerande Intern Dedikerad Fond / Change of the main characteristics of an existing Internal Dedicated Fund ULU PCON1559
Switch Authorisation	Use this form to authorise the Insurer to perform switches of investments on your policy/contract – Sweden	Sweden (SE)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to authorise the Insurer to perform switches of investments on your policy/contract – Sweden Operational Forms Switch Authorisation ULU PCON1562
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	Finland (FI)	Utmost Luxembourg S.A	Operational Forms	FOS		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
Request for Change of Investment Manager and Investment Strategy	Use this form to request a change of Investment Manager and Investment Strategy – Turkey	Turkey (TR)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to request a change of Investment Manager and Investment Strategy – Turkey Operational Forms Request for Change of Investment Manager and Investment Strategy ULU PCON1553
Change of Communication Means and Use of Electronic Signatures Form	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	United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		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 Change of Communication Means and Use of Electronic Signatures Form ULU PCON1531
BOSTEDSADRESSE OG KOMMUNIKASJONSMIDDEL / 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	Norway (NO)	Utmost Luxembourg S.A	Operational Forms	FOS		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 BOSTEDSADRESSE OG KOMMUNIKASJONSMIDDEL / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION ULU PCON1526
BOSTADSADRESS SAMT KOMMUNIKATIONSSÄTT / 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	Sweden (SE)	Utmost Luxembourg S.A	Operational Forms	FOS		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 BOSTADSADRESS SAMT KOMMUNIKATIONSSÄTT / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION ULU PCON1525
Formulário de Alteração dos Meios de Comunicação e Utilização de Assinaturas Electrónicas / Change of Communication Means and Use of Electronic Signatures Form	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	Portugal (PT)	Utmost Luxembourg S.A	Operational Forms	FOS		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 Formulário de Alteração dos Meios de Comunicação e Utilização de Assinaturas Electrónicas / Change of Communication Means and Use of Electronic Signatures Form ULU PCON1523
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	Finland (FI)	Utmost Luxembourg S.A	Operational Forms	FOS		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
Formulario de cambio de medio de comunicación y uso de firmas electrónicas / Change of Communication Means and Use of Electronic Signatures Form	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	Spain (ES)	Utmost Luxembourg S.A	Operational Forms	FOS		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 Formulario de cambio de medio de comunicación y uso de firmas electrónicas / Change of Communication Means and Use of Electronic Signatures Form ULU PCON1518
Change of Communication Means and Use of Electronic Signatures Form / Formulaire de changement de moyen de communication et utilisation des signatures électroniques	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	Luxembourg (LU)	Utmost Luxembourg S.A	Operational Forms	FOS		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 Change of Communication Means and Use of Electronic Signatures Form / Formulaire de changement de moyen de communication et utilisation des signatures électroniques ULU PCON1514
Switch Form (for Multi-Support)	Use this form to request a switch of investments on your policy/contract – Norway	Norway (NO)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a switch of investments on your policy/contract – Norway Surrender/Claim/Withdrawal/Switch Switch Form (for Multi-Support) ULU PCON1513
Αίτηση μερικής εξαγοράς / Partial surrender request	Use this form to request a withdrawal from your policy/contract – Greece	Greece (GR)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a withdrawal from your policy/contract – Greece Surrender/Claim/Withdrawal/Switch Αίτηση μερικής εξαγοράς / Partial surrender request ULU PCON1508
Αίτηση εξαγοράς / Surrender request	Use this form to request the surrender of your policy/contract – Greece	Greece (GR)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request the surrender of your policy/contract – Greece Surrender/Claim/Withdrawal/Switch Αίτηση εξαγοράς / Surrender request ULU PCON1506
Αίτηση για παροχή λόγω Θανάτου / Death Claim	Use this form to initiate a death claim – Greece	Greece (GR)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to initiate a death claim – Greece Surrender/Claim/Withdrawal/Switch Αίτηση για παροχή λόγω Θανάτου / Death Claim ULU PCON1497
Declaration as to Loss of Polivy Schedule	Form to be used to declare the loss of policy documents – Turkey	Turkey (TR)	Utmost Luxembourg S.A	Operational Forms	FOS		Form to be used to declare the loss of policy documents – Turkey Operational Forms Declaration as to Loss of Polivy Schedule ULU PCON1485
Lisähenkivakuutettu – Vakuutuksenottajan Pyyntö / Additional Life Assured – Policyholder’s Request	Annex to add additional Life Assureds to the contract/policy	Finland (FI)	Utmost Luxembourg S.A	Operational Forms	FOS		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	Finland (FI)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to request a change of Beneficiary – Finland Operational Forms Edunsaajamääräyksen Muutoslomake / Change of Beneficiary Nomination ULU PCON1479
Adreso korespondencijai pasirinkimas / Choice of Correspondence Address	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	Lithuania (LT)	Utmost Luxembourg S.A	Operational Forms	FOS		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 Adreso korespondencijai pasirinkimas / Choice of Correspondence Address ULU PCON1448
Reikalavimas mirties atveju / Death Claim	Use this form to initiate a death claim – Lithuania	Lithuania (LT)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to initiate a death claim – Lithuania Surrender/Claim/Withdrawal/Switch Reikalavimas mirties atveju / Death Claim ULU PCON1446
Prašymas del lešu išemimo / Withdrawal/Surrender Request	Use this form to request a withdrawal from your policy/contract – Lithuania	Lithuania (LT)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a withdrawal from your policy/contract – Lithuania Surrender/Claim/Withdrawal/Switch Prašymas del lešu išemimo / Withdrawal/Surrender Request ULU PCON1445-2
Prašymas del lešu išemimo / Withdrawal/Surrender Request	Use this form to request the surrender of your policy/contract – Lithuania	Lithuania (LT)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request the surrender of your policy/contract – Lithuania Surrender/Claim/Withdrawal/Switch Prašymas del lešu išemimo / Withdrawal/Surrender Request ULU PCON1445
Solicitud de Rescate Parcial Regular / Regular Withdrawal Request	Use this form to request a regular withdrawal from your policy/contract – Spain	Spain (ES)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a regular withdrawal from your policy/contract – Spain Surrender/Claim/Withdrawal/Switch Solicitud de Rescate Parcial Regular / Regular Withdrawal Request ULU PCON1443
Dealing Request Form SELL/BUY Orders	Use this form for dealing purposes – Finland	Finland (FI)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form for dealing purposes – Finland Investment literature/Strategies Dealing Request Form SELL/BUY Orders ULU PCON1438
Formulário de Troca / Switch form	Use this form to request a switch of investments on your policy/contract – Portugal	Portugal (PT)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a switch of investments on your policy/contract – Portugal Surrender/Claim/Withdrawal/Switch Formulário de Troca / Switch form ULU PCON1431
Partial surrender request	Use this form to request a withdrawal from your policy/contract – Sweden	Sweden (SE)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a withdrawal from your policy/contract – Sweden Surrender/Claim/Withdrawal/Switch Partial surrender request ULU PCON1423
Surrender Request	Use this form to request the surrender of your policy/contract – Sweden (English version)	Sweden (SE)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request the surrender of your policy/contract – Sweden (English version) Surrender/Claim/Withdrawal/Switch Surrender Request ULU PCON1422
Partial surrender request	Use this form to request a withdrawal from your policy/contract – Finland	Finland (FI)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a withdrawal from your policy/contract – Finland Surrender/Claim/Withdrawal/Switch Partial surrender request ULU PCON1421
Surrender request	Use this form to request the surrender of your policy/contract – Finland	Finland (FI)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request the surrender of your policy/contract – Finland Surrender/Claim/Withdrawal/Switch Surrender request ULU PCON1420
Switch form (for Multi-Support)	Use this form to request a switch of investments on your policy/contract – Sweden	Sweden (SE)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a switch of investments on your policy/contract – Sweden Surrender/Claim/Withdrawal/Switch Switch form (for Multi-Support) ULU PCON1413
Switch form – Capitalisation Contract	Use this form to request a switch of investments on your Capitalisation policy/contract – Finland (English version)	Finland (FI)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		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)	Finland (FI)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a switch of investments on your policy/contract – Finland (English version) Surrender/Claim/Withdrawal/Switch Switch form ULU PCON1409
Switch form / Formulaire d’arbitrage	Use this form to request a switch of investments on your policy/contract – Luxembourg	Luxembourg (LU)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a switch of investments on your policy/contract – Luxembourg Surrender/Claim/Withdrawal/Switch Switch form / Formulaire d’arbitrage ULU PCON1391
Surrender Request	Use this form to request the surrender of your policy/contract – Turkey	Turkey (TR)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request the surrender of your policy/contract – Turkey Surrender/Claim/Withdrawal/Switch Surrender Request ULU PCON1394
Withdrawal Request	Use this form to request a withdrawal from your policy/contract – Turkey	Turkey (TR)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a withdrawal from your policy/contract – Turkey Surrender/Claim/Withdrawal/Switch Withdrawal Request ULU PCON1390
Request for Change of Investment Manager – Norwegian Market	Use this form to request a change of investment manager and Investment Strategy – Norway	Norway (NO)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to request a change of investment manager and Investment Strategy – Norway Operational Forms Request for Change of Investment Manager – Norwegian Market ULU PCON1389
Partial surrender request / Demande de rachat partiel	Use this form to request a withdrawal from your policy/contract – Luxembourg	Luxembourg (LU)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a withdrawal from your policy/contract – Luxembourg Surrender/Claim/Withdrawal/Switch Partial surrender request / Demande de rachat partiel ULU PCON1387
Surrender request / Demande de rachat total	Use this form to request the surrender of your policy/contract – Luxembourg	Luxembourg (LU)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request the surrender of your policy/contract – Luxembourg Surrender/Claim/Withdrawal/Switch Surrender request / Demande de rachat total ULU PCON1386
Surrender Request	Use this form to request the surrender of your policy/contract – Cyprus	Cyprus (CY)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request the surrender of your policy/contract – Cyprus Surrender/Claim/Withdrawal/Switch Surrender Request ULU PCON1384
Withdrawal Request	Use this form to request a withdrawal from your policy/contract – Cyprus	Cyprus (CY)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a withdrawal from your policy/contract – Cyprus Surrender/Claim/Withdrawal/Switch Withdrawal Request ULU PCON1383
Forex/Forward Request Form	Use this form for dealing purposes – United Kingdom	France (FR), Italy (IT), Spain (ES), United Kingdom (UK)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form for dealing purposes – United Kingdom Investment literature/Strategies Forex/Forward Request Form ULU PCON1382
Appointment of Broker	Use this form to request a change of Broker – Turkey	Turkey (TR)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to request a change of Broker – Turkey Operational Forms Appointment of Broker ULU PCON1375
Partial Surrender Request	Use this form to request a withdrawal from your policy/contract – Norway	Norway (NO)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a withdrawal from your policy/contract – Norway Surrender/Claim/Withdrawal/Switch Partial Surrender Request ULU PCON1361
Surrender Request	Use this form to request the surrender of your policy/contract – Norway	Norway (NO)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request the surrender of your policy/contract – Norway Surrender/Claim/Withdrawal/Switch Surrender Request ULU PCON1360
Request for Change of Custodian Bank	Use this form to request a change of Custodian Bank – Turkey	Turkey (TR)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to request a change of Custodian Bank – Turkey Operational Forms Request for Change of Custodian Bank ULU PCON1346
Wealth Passport – UK Hybrid Policy / Withdrawal/Surrender Request	Use this form to request a withdrawal from your Wealth Passport policy/contract – United Kingdom	United Kingdom (UK), United States (US)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a withdrawal from your Wealth Passport policy/contract – United Kingdom Surrender/Claim/Withdrawal/Switch Wealth Passport – UK Hybrid Policy / Withdrawal/Surrender Request ULU PCON1296-2
Wealth Passport – UK Hybrid Policy / Withdrawal/Surrender Request	Use this form to request the surrender of your Wealth Passport policy/contract – United Kingdom	United Kingdom (UK), United States (US)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request the surrender of your Wealth Passport policy/contract – United Kingdom Surrender/Claim/Withdrawal/Switch Wealth Passport – UK Hybrid Policy / Withdrawal/Surrender Request ULU PCON1296
Choice of Correspondance Address	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	Turkey (TR)	Utmost Luxembourg S.A	Operational Forms	FOS		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 Choice of Correspondance Address ULU PCON1258
Elección de Dirección de Correspondencia / Choice of Correspondence Address	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	Mexico (MX)	Utmost Luxembourg S.A	Operational Forms	FOS		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 Elección de Dirección de Correspondencia / Choice of Correspondence Address ULU PCON1259
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 – Norway	Norway (NO)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Norway Operational Forms Request for Change of Investment Manager to the Policyholder as Investment Manager ULU PCON1252
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	Finland (FI)	Utmost Luxembourg S.A	Operational Forms	FOS		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
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 – Sweden	Sweden (SE)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Sweden Operational Forms Request for Change of Investment Manager to the Policyholder as Investment Manager ULU PCON1250
Request for Change of Investment Strategy	Use this form to request a change of Investment Strategy – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to request a change of Investment Strategy – United Kingdom Operational Forms Request for Change of Investment Strategy ULU PCON1214
Formulário De Pedido Do Benefício Por Sobrevivência / Survival Benefit Request Form	Use this form to initiate a survival benefit request – Portugal	Portugal (PT)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to initiate a survival benefit request – Portugal Surrender/Claim/Withdrawal/Switch Formulário De Pedido Do Benefício Por Sobrevivência / Survival Benefit Request Form ULU PCON1209
Formulário De Pedido Do Benefício Por Morte / Death Benefit Request Form	Use this form to initiate a death claim – Portugal	Portugal (PT)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to initiate a death claim – Portugal Surrender/Claim/Withdrawal/Switch Formulário De Pedido Do Benefício Por Morte / Death Benefit Request Form ULU PCON1208
Pedido De Resgate Total / Surrender Request Form	Use this form to request the surrender of your policy/contract – Portugal	Portugal (PT)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request the surrender of your policy/contract – Portugal Surrender/Claim/Withdrawal/Switch Pedido De Resgate Total / Surrender Request Form ULU PCON1202
Pedido De Resgate Parcial / Withdrawal Request Form	Use this form to request a withdrawal from your policy/contract – Portugal	Portugal (PT)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a withdrawal from your policy/contract – Portugal Surrender/Claim/Withdrawal/Switch Pedido De Resgate Parcial / Withdrawal Request Form ULU PCON1201
Requerimento Para Alteração Do Gestor De Investimento / Request for Change of Investment Manager	Use this form to request a change of Investment Manager – Portugal	Portugal (PT)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to request a change of Investment Manager – Portugal Operational Forms Requerimento Para Alteração Do Gestor De Investimento / Request for Change of Investment Manager ULU PCON1193
Withdrawal/Surrender Request	Use this form to request the surrender of/withdrawal from your policy/contract – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request the surrender of/withdrawal from your policy/contract – United Kingdom Surrender/Claim/Withdrawal/Switch Withdrawal/Surrender Request ULU PCON1184
Dealing Request Form SELL/BUY Orders	Use this form for dealing purposes – United Kingdom	France (FR), Italy (IT), Spain (ES), United Kingdom (UK)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form for dealing purposes – United Kingdom Investment literature/Strategies Dealing Request Form SELL/BUY Orders ULU PCON1116
Regular Withdrawal Request	Use this form to request a regular withdrawal from your policy/contract – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a regular withdrawal from your policy/contract – United Kingdom Surrender/Claim/Withdrawal/Switch Regular Withdrawal Request ULU PCON1076
Request for Change of Investment manager	Use this form to request a change of Investment Manager – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to request a change of Investment Manager – United Kingdom Operational Forms Request for Change of Investment manager ULU PCON1072
Request for Change of Custodian Bank	Use this form to request a change of Custodian Bank	United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to request a change of Custodian Bank Operational Forms Request for Change of Custodian Bank ULU PCON1057
Declaration as to Loss of Policy Schedule	Form to be used to declare the loss of policy documents – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		Form to be used to declare the loss of policy documents – United Kingdom Operational Forms Declaration as to Loss of Policy Schedule ULU PCON1042
Declaration as to Loss of Policy Schedule	Form to be used to declare the loss of policy documents – Finland	Finland (FI)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		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
Declaration as to Loss of Policy Schedule	Form to be used to declare the loss of policy documents – Sweden	Sweden (SE)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Form to be used to declare the loss of policy documents – Sweden Client Letters/Indemnity/Data Protection Declaration as to Loss of Policy Schedule ULU PCON1040
Switch Request	Use this form to request a switch of investments on your policy/contract – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a switch of investments on your policy/contract – United Kingdom Surrender/Claim/Withdrawal/Switch Switch Request ULU PCON1027
Solicitud de Rescate Parcial / Withdrawal request	Use this form to request a withdrawal from your policy/contract – Spain	Spain (ES)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a withdrawal from your policy/contract – Spain Surrender/Claim/Withdrawal/Switch Solicitud de Rescate Parcial / Withdrawal request ULU PCON1015
Kuolintapaus / Death Claim	Use this form to initiate a death claim – Finland	Finland (FI)	Utmost Luxembourg S.A	Operational Forms	FOS	Surrender or Claim	Use this form to initiate a death claim – Finland Operational Forms Kuolintapaus / Death Claim ULU PCON1006
Death Claim	Use this form to initiate a death claim – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to initiate a death claim – United Kingdom Surrender/Claim/Withdrawal/Switch Death Claim ULU PCON1004
How can our flexible multi-currency solution help you? (BFFM version)	This document explains how our flexible multi-currency solution can help you.	Cyprus (CY), France (FR), Malta (MT), Portugal (PT), Spain (ES), United Kingdom (UK)	Utmost Luxembourg S.A	Investment literature/Strategies	FOE FOS		This document explains how our flexible multi-currency solution can help you. Investment literature/Strategies How can our flexible multi-currency solution help you? (BFFM version) ULU MARK2336
Connect Overview Client User Guide	Connect Overview Client User Guide (English)	United Kingdom (UK)	Utmost Luxembourg S.A	Guides and Supporting Documents	FOE FOS		Connect Overview Client User Guide (English) Guides and Supporting Documents Connect Overview Client User Guide ULU MARK2328
Connect User Guide Withdrawal	This Connect user guide shows how to request a withdrawal	United Kingdom (UK)	Utmost Luxembourg S.A	Guides and Supporting Documents	FOE FOS		This Connect user guide shows how to request a withdrawal Guides and Supporting Documents Connect User Guide Withdrawal ULU MARK2251
Connect User guide – Regular Withdrawal	This Connect User Guide shows how to request a regular withdrawal	United Kingdom (UK)	Utmost Luxembourg S.A	Product Guides/Brochures/Snapshots and Training Materials	FOE FOS		This Connect User Guide shows how to request a regular withdrawal Product Guides/Brochures/Snapshots and Training Materials Connect User guide – Regular Withdrawal ULU MARK2138
Connect User Guide – Surrender (English)	Connect User Guide – Surrender (English)	United Kingdom (UK)	Utmost Luxembourg S.A	Guides and Supporting Documents	FOE FOS		Connect User Guide – Surrender (English) Guides and Supporting Documents Connect User Guide – Surrender (English) ULU MARK2128
Connect Dealing Finland	This guide provides information on how to sign in and use the Connect platform to give dealing instructions	Finland (FI)	Utmost Luxembourg S.A	Guides and Supporting Documents	FOE FOS		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
How can our flexible multi-currency solution help you? (BFWM version)	This document explains how our flexible multi-currency solution can help you.	Cyprus (CY), France (FR), Malta (MT), Portugal (PT), Spain (ES), United Kingdom (UK)	Utmost Luxembourg S.A	Investment literature/Strategies	FOE FOS		This document explains how our flexible multi-currency solution can help you. Investment literature/Strategies How can our flexible multi-currency solution help you? (BFWM version) ULU MARK1782
Självcertifiering / Self-Certification (FATCA)	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.	Sweden (SE)	Utmost Luxembourg S.A	Operational Forms	FOS		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 Självcertifiering / Self-Certification (FATCA) ULU CONT4806
Automatisert Utveksling av Informasjon Egenerklæringsskjema / Automatic Exchange of Information Self-Certification	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.	Norway (NO)	Utmost Luxembourg S.A	Operational Forms	FOS		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 Automatisert Utveksling av Informasjon Egenerklæringsskjema / Automatic Exchange of Information Self-Certification ULU CONT4692
Investeringsprofil och lämplighetsbedömning / Investment Profile and Suitability Assessment	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile	Sweden (SE)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS	New Policy	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile Investment literature/Strategies Investeringsprofil och lämplighetsbedömning / Investment Profile and Suitability Assessment ULU CONT4594
Power of Attorney / Procuration – Luxembourg Capitalisation Bond	Power of Attorney for the Investment Advisor – Luxembourg – Capitalisation Bond	Luxembourg (LU)	Utmost Luxembourg S.A	Operational Forms	FOS		Power of Attorney for the Investment Advisor – Luxembourg – Capitalisation Bond Operational Forms Power of Attorney / Procuration – Luxembourg Capitalisation Bond ULU CONT4549
Privacy Notice	Privacy Notice – English version	Lithuania (LT)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – English version Client Letters/Indemnity/Data Protection Privacy Notice ULU CONT4443-WEB
Privacy Notice	Privacy Notice – English version	Lithuania (LT)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – English version Client Letters/Indemnity/Data Protection Privacy Notice ULU CONT4443
Δήλωση Απορρήτου / Privacy Notice	Privacy Notice – Greek/English version	Greece (GR)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – Greek/English version Client Letters/Indemnity/Data Protection Δήλωση Απορρήτου / Privacy Notice ULU CONT4429-WEB
Δήλωση Απορρήτου / Privacy Notice	Privacy Notice – Greek/English version – Greece	Greece (GR)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – Greek/English version – Greece Client Letters/Indemnity/Data Protection Δήλωση Απορρήτου / Privacy Notice ULU CONT4429
Automatisert Utveksling av Informasjon – Egenerklæringsskjema for kontrollende personer	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.	Norway (NO)	Utmost Luxembourg S.A	Operational Forms	FOS		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 Automatisert Utveksling av Informasjon – Egenerklæringsskjema for kontrollende personer ULU CONT4268
Automatisert Utveksling av Informasjon Egenerklæringsskjema / Automatic Exchange of Information Self-Certification	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.	Norway (NO)	Utmost Luxembourg S.A	Operational Forms	FOS		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 Automatisert Utveksling av Informasjon Egenerklæringsskjema / Automatic Exchange of Information Self-Certification ULU CONT4256
Appendix: Investment Rules for Internal Funds	Table of Luxembourg Investment Rules	Lithuania (LT)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Appendix: Investment Rules for Internal Funds ULU CONT4029
Appendix: Investment Rules for Internal Funds	Table of Luxembourg Investment Rules	Jersey (JE)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Appendix: Investment Rules for Internal Funds ULU CONT4027
Appendix: Investment Rules for Internal Funds	Table of Luxembourg Investment Rules	Gibraltar (GI)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Appendix: Investment Rules for Internal Funds ULU CONT4026
Change of Client Role	Change of Client Role form	United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS	Making a change to your policy	Change of Client Role form Operational Forms Change of Client Role ULU CONT3934
Appendix: Reglas de inversión para fondos internos / Appendix: Investment Rules for Internal Funds	Table of Luxembourg Investment Rules	Spain (ES)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Appendix: Reglas de inversión para fondos internos / Appendix: Investment Rules for Internal Funds ULU CONT3839
Appendix: Investment Rules for Internal Funds	Table of Luxembourg Investment Rules	Cyprus (CY)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Appendix: Investment Rules for Internal Funds ULU CONT3835
Appendix: Investment Rules for Internal Funds	Table of Luxembourg Investment Rules	Malta (MT)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Appendix: Investment Rules for Internal Funds ULU CONT3834
Appendix: Investment Rules for Internal Funds	Table of Luxembourg Investment Rules	Israel (IL)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Appendix: Investment Rules for Internal Funds ULU CONT3833
Appendix: Investment Rules for Internal Funds	Table of Luxembourg Investment Rules	Turkey (TR)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Appendix: Investment Rules for Internal Funds ULU CONT3831
Appendix: Investment Rules for Internal Funds	Table of Luxembourg Investment Rules	United Kingdom (UK)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Appendix: Investment Rules for Internal Funds ULU CONT3826
Appendix: Investment Rules for Internal Funds	Table of Luxembourg Investment Rules	South Africa (ZA)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Appendix: Investment Rules for Internal Funds ULU CONT3829
Appendix: Investment Rules for Internal Funds and External Funds / Annexe : Règles d’Investissement pour Fonds Internes et Fonds Externes	Table of Luxembourg Investment Rules – Capitalisation Bond – Luxembourg	Luxembourg (LU)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Table of Luxembourg Investment Rules – Capitalisation Bond – Luxembourg Investment literature/Strategies Appendix: Investment Rules for Internal Funds and External Funds / Annexe : Règles d’Investissement pour Fonds Internes et Fonds Externes ULU CONT3808
Règles d’investissement pour les Fonds Internes et Externes	Table of Luxembourg Investment Rules	Luxembourg (LU)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Règles d’investissement pour les Fonds Internes et Externes ULU CONT3807
Investavimo Profilis (Nuokrypis) / Investment Profile (Deviation)	Use this form to request a deviation from your investment profile	Lithuania (LT)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Investavimo Profilis (Nuokrypis) / Investment Profile (Deviation) ULU CONT3766
Investment Rules for Internal Funds / Regras de Investimento	Table of Luxembourg Investment Rules	Portugal (PT)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Investment Rules for Internal Funds / Regras de Investimento ULU CONT3685
Appendix: Investment Rules for Internal Funds	Table of Luxembourg Investment Rules	Sweden (SE)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Appendix: Investment Rules for Internal Funds ULU CONT3680
Appendix: Investment Rules for Internal Funds / Vedlegg: Investeringsregler for interne fond	Table of Luxembourg Investment Rules	Norway (NO)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Appendix: Investment Rules for Internal Funds / Vedlegg: Investeringsregler for interne fond ULU CONT3679
Επενδυτικό Προφίλ (Απόκλιση) / Investment Profile (Deviation)	Use this form to request a deviation from your investment profile	Greece (GR)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Επενδυτικό Προφίλ (Απόκλιση) / Investment Profile (Deviation) ULU CONT3603
Choice of Law form	Choice of law for the French market (Englishh version)	France (FR)	Utmost Luxembourg S.A	Operational Forms	FOS		Choice of law for the French market (Englishh version) Operational Forms Choice of Law form ULU CONT3572
Solicitação de Estatuto de Cliente Profissional / Request for Professional Client Status	Request for Professional Client Status	Portugal (PT)	Utmost Luxembourg S.A	Operational Forms	FOS		Request for Professional Client Status Operational Forms Solicitação de Estatuto de Cliente Profissional / Request for Professional Client Status ULU CONT3570
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	Finland (FI)	Utmost Luxembourg S.A	Operational Forms	FOS		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
Change of Client Information	Change of Client Information form	ASIA	Utmost Luxembourg S.A	Operational Forms	FOS	Making a change to your policy	Change of Client Information form Operational Forms Change of Client Information ULU CONT3530
Change of Client Information	Use this form to request a change of Client information	United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS	Making a change to your policy	Use this form to request a change of Client information Operational Forms Change of Client Information ULU CONT3473
Vaatimus Asiakasluokan alentamisesta – Demand for Client Category Downgrade	Use this form to request a downgrade of your investment category	Finland (FI)	Utmost Luxembourg S.A	Operational Forms	FOS		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	Finland (FI)	Utmost Luxembourg S.A	Operational Forms	FOS		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 – Life assurance policy	Table of Luxembourg Investment Rules	Finland (FI)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Appendix: Investment Rules for Internal Funds – Life assurance policy ULU CONT3419
Appendix: Investment Rules for Internal Funds – Capitalisation contract	Table of Luxembourg Investment Rules – Capitalisation Bond – Finland	Finland (FI)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Table of Luxembourg Investment Rules – Capitalisation Bond – Finland Investment literature/Strategies Appendix: Investment Rules for Internal Funds – Capitalisation contract ULU CONT3420
Aviso de Privacidad / Privacy Notice	Privacy Notice – Spanish/English version	Mexico (MX)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – Spanish/English version Client Letters/Indemnity/Data Protection Aviso de Privacidad / Privacy Notice ULU CONT3364-WEB
Declaration with regard to Personal Data Protection	Privacy Notice – English version – Jersey	Jersey (JE)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – English version – Jersey Client Letters/Indemnity/Data Protection Declaration with regard to Personal Data Protection ULU CONT3365
Declaration with regard to Personal Data Protection	Privacy Notice – English version – South Africa	South Africa (ZA)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – English version – South Africa Client Letters/Indemnity/Data Protection Declaration with regard to Personal Data Protection ULU CONT3359
Aviso de Privacidad / Privacy Notice	Privacy Notice – Spanish/English version – Latin America	Mexico (MX), Peru (PE)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – Spanish/English version – Latin America Client Letters/Indemnity/Data Protection Aviso de Privacidad / Privacy Notice ULU CONT3364
Declaration with regard to Personal Data Protection	Privacy Notice – English version – Turkey	Turkey (TR)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – English version – Turkey Client Letters/Indemnity/Data Protection Declaration with regard to Personal Data Protection ULU CONT3357
Declaration with regard to Personal Data Protection	Privacy Notice – English version – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – English version – United Kingdom Client Letters/Indemnity/Data Protection Declaration with regard to Personal Data Protection ULU CONT3358
Personuppgiftsmeddelandet / Privacy Notice	Privacy Notice – Swedish/English version	Sweden (SE)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – Swedish/English version Client Letters/Indemnity/Data Protection Personuppgiftsmeddelandet / Privacy Notice ULU CONT3356-WEB
Skydd av Personuppgifter / Declaration with regard to Personal Data Protection	Privacy Notice – Swedish/English version – Sweden	Sweden (SE)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – Swedish/English version – Sweden Client Letters/Indemnity/Data Protection Skydd av Personuppgifter / Declaration with regard to Personal Data Protection ULU CONT3356
Aviso de Privacidade / Privacy Notice	Privacy Notice – Portuguese/English version	Portugal (PT)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – Portuguese/English version Client Letters/Indemnity/Data Protection Aviso de Privacidade / Privacy Notice ULU CONT3355-WEB
Declaração relativa à Proteção de Dados Pessoais	Privacy Notice – Portuguese/English version – Portugal	Portugal (PT)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – Portuguese/English version – Portugal Client Letters/Indemnity/Data Protection Declaração relativa à Proteção de Dados Pessoais ULU CONT3355
Personvernerklæring / Privacy Notice	Privacy Notice – Norwegian/English version	Norway (NO)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – Norwegian/English version Client Letters/Indemnity/Data Protection Personvernerklæring / Privacy Notice ULU CONT3353-WEB
Personvernerklæring / Declaration with regard to Personal Data Protection	Privacy Notice – Norwegian/English version – Norway	Norway (NO)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – Norwegian/English version – Norway Client Letters/Indemnity/Data Protection Personvernerklæring / Declaration with regard to Personal Data Protection ULU CONT3353
Avis de confidentialité / Privacy Notice	Privacy Notice – English/French version	Luxembourg (LU)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – English/French version Client Letters/Indemnity/Data Protection Avis de confidentialité / Privacy Notice ULU CONT3350-WEB
Declaration with regard to Personal Data Protection	Privacy Notice – English version – Malta	Malta (MT)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – English version – Malta Client Letters/Indemnity/Data Protection Declaration with regard to Personal Data Protection ULU CONT3351
Declaration with regard to Personal Data Protection	Privacy Notice – English version – Israel	Israel (IL)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – English version – Israel Client Letters/Indemnity/Data Protection Declaration with regard to Personal Data Protection ULU CONT3349
Déclaration concernant la Protection des Données à Caractère Personnel / Declaration with regard to Personal Data Protection	Privacy Notice – English/French version – Luxembourg	Luxembourg (LU)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – English/French version – Luxembourg Client Letters/Indemnity/Data Protection Déclaration concernant la Protection des Données à Caractère Personnel / Declaration with regard to Personal Data Protection ULU CONT3350
Declaration with regard to Personal Data Protection	Privacy Notice – English version – Gibraltar	Gibraltar (GI)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – English version – Gibraltar Client Letters/Indemnity/Data Protection Declaration with regard to Personal Data Protection ULU CONT3348
Tietosuojaseloste / Privacy Notice	Privacy Notice – Finnish/English version	Finland (FI)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – Finnish/English version Client Letters/Indemnity/Data Protection Tietosuojaseloste / Privacy Notice ULU CONT3346-WEB
Aviso de Privacidad / Privacy Notice	Privacy Notice – Spanish/English version	Spain (ES)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – Spanish/English version Client Letters/Indemnity/Data Protection Aviso de Privacidad / Privacy Notice ULU CONT3345-WEB
Tiedoksianto Liittyen Henkilötietosuojaan / Declaration with regard to Personal Data Protection	Privacy Notice – Finnish/English version – Finland	Finland (FI)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – Finnish/English version – Finland Client Letters/Indemnity/Data Protection Tiedoksianto Liittyen Henkilötietosuojaan / Declaration with regard to Personal Data Protection ULU CONT3346
Declaración relativa a la Protección de Datos Personales / Declaration with regard to Personal Data Protection	Privacy Notice – Spanish/English version – Spain	Spain (ES)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – Spanish/English version – Spain Client Letters/Indemnity/Data Protection Declaración relativa a la Protección de Datos Personales / Declaration with regard to Personal Data Protection ULU CONT3345
Declaration with regard to Personal Data Protection	Privacy Notice – English version – Cyprus	Cyprus (CY)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – English version – Cyprus Client Letters/Indemnity/Data Protection Declaration with regard to Personal Data Protection ULU CONT3343
Declaration with regard to Personal Data Protection	Privacy Notice – English version – Asia	ASIA	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – English version – Asia Client Letters/Indemnity/Data Protection Declaration with regard to Personal Data Protection ULU CONT3337
Privacy Notice	Privacy Notice – English version	Not country specific	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – English version Client Letters/Indemnity/Data Protection Privacy Notice ULU CONT3337-WEB
Choice Of Law	Use this form to perform a choice of law	United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to perform a choice of law Operational Forms Choice Of Law ULU CONT3261
Aanvraag van het Statuut van Professionele Cliënt / Request for Professional Client Status	Request for Professional Client Status	Belgium (BE)	Utmost Luxembourg S.A	Operational Forms	FOS		Request for Professional Client Status Operational Forms Aanvraag van het Statuut van Professionele Cliënt / Request for Professional Client Status ULU CONT3210
Demande de Statut de Client Professionnel / Request for Professional Client Status	Request for Professional Client Status	Belgium (BE)	Utmost Luxembourg S.A	Operational Forms	FOS		Request for Professional Client Status Operational Forms Demande de Statut de Client Professionnel / Request for Professional Client Status ULU CONT3207
Power of Attorney / Procuration (Adviser)	Power of Attorney for the Investment Advisor – Luxembourg	Luxembourg (LU)	Utmost Luxembourg S.A	Operational Forms	FOS		Power of Attorney for the Investment Advisor – Luxembourg Operational Forms Power of Attorney / Procuration (Adviser) ULU CONT3198
Request for Investment Category Upgrade / Demande de classement dans une catégorie d’investissement supérieure	Use this form to request a upgrade of your investment category	Luxembourg (LU)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a upgrade of your investment category Investment literature/Strategies Request for Investment Category Upgrade / Demande de classement dans une catégorie d’investissement supérieure ULU CONT3194
Schedule of Additional Administrative Charges / Aperçu des frais administratifs additionnels	Annex showing the activity-based charging grid	Luxembourg (LU)	Utmost Luxembourg S.A	Operational Forms	FOS		Annex showing the activity-based charging grid Operational Forms Schedule of Additional Administrative Charges / Aperçu des frais administratifs additionnels ULU CONT3179
Schedule of Additional Administrative Charges	Annex showing the activity-based charging grid	Norway (NO)	Utmost Luxembourg S.A	Operational Forms	FOS		Annex showing the activity-based charging grid Operational Forms Schedule of Additional Administrative Charges ULU CONT3177
Schedule of Additional Administrative Charges	Annex showing the activity-based charging grid	Sweden (SE)	Utmost Luxembourg S.A	Operational Forms	FOS		Annex showing the activity-based charging grid Operational Forms Schedule of Additional Administrative Charges ULU CONT3178
Schedule of Additional Administrative Charges	Annex showing the activity-based charging grid	Turkey (TR)	Utmost Luxembourg S.A	Operational Forms	FOS		Annex showing the activity-based charging grid Operational Forms Schedule of Additional Administrative Charges ULU CONT3170
Schedule of Additional Administrative Charges	Annex showing the activity-based charging grid	United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		Annex showing the activity-based charging grid Operational Forms Schedule of Additional Administrative Charges ULU CONT3165
Investment Profile (Deviation)	Use this form to request a deviation from your investment profile	Turkey (TR)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Investment Profile (Deviation) ULU CONT3086
Perfil de Inversión (Desviación) / Investment Profile (Deviation)	Use this form to request a deviation from your investment profile	Spain (ES)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Perfil de Inversión (Desviación) / Investment Profile (Deviation) ULU CONT3084
Investment Profile (Deviation)	Use this form to request a deviation from your investment profile	Malta (MT)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Investment Profile (Deviation) ULU CONT3080
Perfil de Investimento (Desvio) / Investment Profile (Deviation)	Use this form to request a deviation from your investment profile	Portugal (PT)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Perfil de Investimento (Desvio) / Investment Profile (Deviation) ULU CONT3083
Investment Profile (Deviation)	Use this form to request a deviation from your investment profile	Israel (IL)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Investment Profile (Deviation) ULU CONT3076
Investment Profile (Deviation)	Use this form to request a deviation from your investment profile	Jersey (JE)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Investment Profile (Deviation) ULU CONT3078
Investment Profile (Deviation)	Use this form to request a deviation from your investment profile	Gibraltar (GI)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Investment Profile (Deviation) ULU CONT3075
Investment Profile (Deviation)	Use this form to request a deviation from your investment profile	Cyprus (CY)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Investment Profile (Deviation) ULU CONT3071
Investment Profile (Deviation) / Profil d’Investissement (Déviation)	Use this form to request a deviation from your investment profile	Luxembourg (LU)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Investment Profile (Deviation) / Profil d’Investissement (Déviation) ULU CONT2993
Investment Profile (Deviation)	Use this form to request a deviation from your investment profile	United Kingdom (UK)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Investment Profile (Deviation) ULU CONT2991
Information Disclosure Agreement	Information Disclosure Agreement	Cyprus (CY)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection Information Disclosure Agreement ULU CONT2887
Information Disclosure Agreement	Information Disclosure Agreement	Turkey (TR)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection Information Disclosure Agreement ULU CONT2877
Information Disclosure Agreement	Information Disclosure Agreement	United Kingdom (UK)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection Information Disclosure Agreement ULU CONT2878
ACUERDO DE REVELACIÓN DE INFORMACIÓN / INFORMATION DISCLOSURE AGREEMENT	Information Disclosure Agreement	Spain (ES)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection ACUERDO DE REVELACIÓN DE INFORMACIÓN / INFORMATION DISCLOSURE AGREEMENT ULU CONT2875
INFORMATIONSUTLÄMNINGSAVTAL / INFORMATION DISCLOSURE AGREEMENT	Information Disclosure Agreement	Sweden (SE)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection INFORMATIONSUTLÄMNINGSAVTAL / INFORMATION DISCLOSURE AGREEMENT ULU CONT2876
INFORMASJONSAVTALE / INFORMATION DISCLOSURE AGREEMENT	Information Disclosure Agreement	Norway (NO)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection INFORMASJONSAVTALE / INFORMATION DISCLOSURE AGREEMENT ULU CONT2871
ACORDO DE DIVULGAÇÃO DE INFORMAÇÃO / INFORMATION DISCLOSURE AGREEMENT	Information Disclosure Agreement	Portugal (PT)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection ACORDO DE DIVULGAÇÃO DE INFORMAÇÃO / INFORMATION DISCLOSURE AGREEMENT ULU CONT2874
INFORMATION DISCLOSURE AGREEMENT / ACCORD DE COMMUNICATION D’INFORMATION	Information Disclosure Agreement	Luxembourg (LU)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection INFORMATION DISCLOSURE AGREEMENT / ACCORD DE COMMUNICATION D’INFORMATION ULU CONT2868
TIETOJEN LUOVUTUSSOPIMUS / INFORMATION DISCLOSURE AGREEMENT	Information Disclosure Agreement	Finland (FI)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection TIETOJEN LUOVUTUSSOPIMUS / INFORMATION DISCLOSURE AGREEMENT ULU CONT2862
TIETOJEN LUOVUTUSSOPIMUS / INFORMATION DISCLOSURE AGREEMENT	Information Disclosure Agreement	Finland (FI)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection TIETOJEN LUOVUTUSSOPIMUS / INFORMATION DISCLOSURE AGREEMENT ULU CONT2863
Private Client Portfolio – General Conditions	Stand-alone version of General Conditions for the Private Client Portfolio product – Malta	Malta (MT)	Utmost Luxembourg S.A	Policy Conditions	FOS		Stand-alone version of General Conditions for the Private Client Portfolio product – Malta Policy Conditions Private Client Portfolio – General Conditions ULU CONT2748
Request for Change of Life Cover	Use this form to request a change of life cover	Finland (FI)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to request a change of life cover Operational Forms Request for Change of Life Cover ULU CONT2732
Request for Professional Client Status	Request for Professional Client Status	Sweden (SE)	Utmost Luxembourg S.A	Operational Forms	FOS		Request for Professional Client Status Operational Forms Request for Professional Client Status ULU CONT2733
Investment Strategy	Use this form to define your investment strategy (generic version)	United Kingdom (UK)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to define your investment strategy (generic version) Investment literature/Strategies Investment Strategy ULU CONT2725
Addendum to Life Assurance Policy (PPB Addendum) – Discretionary Mandates	Addendum to the Personalised Portfolio Bond – Luxembourg	Luxembourg (LU), United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		Addendum to the Personalised Portfolio Bond – Luxembourg Operational Forms Addendum to Life Assurance Policy (PPB Addendum) – Discretionary Mandates ULU CONT2688
Automatic Exchange of Information – Self-Certification Form for Trust	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 Trusts.	United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		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 Trusts. Operational Forms Automatic Exchange of Information – Self-Certification Form for Trust ULU CONT2655
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.	ASIA, Belgium (BE), Cyprus (CY), Finland (FI), France (FR), Germany (DE), Gibraltar (GI), Israel (IL), Luxembourg (LU), Mexico (MX), Norway (NO), Portugal (PT), Spain (ES), Turkey (TR), United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		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
Choix de la Loi Applicable / Choice of Law – Capitalisation Contract	Use this form to perform a choice of law	France (FR)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to perform a choice of law Operational Forms Choix de la Loi Applicable / Choice of Law – Capitalisation Contract ULU CONT2602
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.	ASIA, Belgium (BE), Cyprus (CY), Finland (FI), France (FR), Germany (DE), Gibraltar (GI), Israel (IL), Jersey (JE), Luxembourg (LU), Mexico (MX), Norway (NO), Portugal (PT), Spain (ES), Turkey (TR), United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		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
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.	ASIA, Belgium (BE), Cyprus (CY), Finland (FI), France (FR), Germany (DE), Gibraltar (GI), Luxembourg (LU), Malta (MT), Mexico (MX), Norway (NO), Peru (PE), Portugal (PT), Spain (ES), Turkey (TR), United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		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
Addendum to Life Assurance Policy (PPB Addendum)	Addendum to the Personalised Portfolio Bond – Portugal	Portugal (PT), United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		Addendum to the Personalised Portfolio Bond – Portugal Operational Forms Addendum to Life Assurance Policy (PPB Addendum) ULU CONT2583
Choice of Law (Non-Residents)	Use this form to perform a choice of law	United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to perform a choice of law Operational Forms Choice of Law (Non-Residents) ULU CONT2578
Pedido de subida de categoria de investimento / Request for Investment Category Upgrade	Use this form to request a upgrade of your investment category	Portugal (PT)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a upgrade of your investment category Investment literature/Strategies Pedido de subida de categoria de investimento / Request for Investment Category Upgrade ULU CONT2531
Begäran om uppgradering av investeringskategori / Request for Investment Category Upgrade	Use this form to request a upgrade of your investment category	Sweden (SE)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a upgrade of your investment category Investment literature/Strategies Begäran om uppgradering av investeringskategori / Request for Investment Category Upgrade ULU CONT2532
Forespørsel om oppgradering av forsikringstakers investeringskategori / Request for Policyholder Category Upgrade	Use this form to request a upgrade of your investment category	Norway (NO)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a upgrade of your investment category Investment literature/Strategies Forespørsel om oppgradering av forsikringstakers investeringskategori / Request for Policyholder Category Upgrade ULU CONT2530
Pyyntö vakuutuksenottajaluokan korottamisesta / Request for Policyholder Category Upgrade	Use this form to request a upgrade of your investment category	Finland (FI)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a upgrade of your investment category Investment literature/Strategies Pyyntö vakuutuksenottajaluokan korottamisesta / Request for Policyholder Category Upgrade ULU CONT2524
Begäran om nedgradering av investeringskategori / Demand for Investment Category Downgrade	Use this form to request a downgrade of your investment category	Sweden (SE)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a downgrade of your investment category Investment literature/Strategies Begäran om nedgradering av investeringskategori / Demand for Investment Category Downgrade ULU CONT2521
Solicitud de mejora de la categoría de inversión / Request for Investment Category Upgrade	Use this form to request a upgrade of your investment category	Spain (ES)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a upgrade of your investment category Investment literature/Strategies Solicitud de mejora de la categoría de inversión / Request for Investment Category Upgrade ULU CONT2523
Krav om nedgradering av forsikringstakers investeringskategori / Demand for Policyholder Category Downgrade	Use this form to request a downgrade of your investment category	Norway (NO)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a downgrade of your investment category Investment literature/Strategies Krav om nedgradering av forsikringstakers investeringskategori / Demand for Policyholder Category Downgrade ULU CONT2519
Pedido de redução de categoria de investimento / Demand for Investment Category Downgrade	Use this form to request a downgrade of your investment category	Portugal (PT)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a downgrade of your investment category Investment literature/Strategies Pedido de redução de categoria de investimento / Demand for Investment Category Downgrade ULU CONT2520
Solicitud de rebaja de la categoría de inversión / Demand for Investment Category Downgrade	Use this form to request a downgrade of your investment category	Spain (ES)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a downgrade of your investment category Investment literature/Strategies Solicitud de rebaja de la categoría de inversión / Demand for Investment Category Downgrade ULU CONT2512
Vaatimus vakuutuksenottajaluokan alentamisesta / Demand for Policyholder Category Downgrade	Use this form to request a downgrade of your investment category	Finland (FI)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a downgrade of your investment category Investment literature/Strategies Vaatimus vakuutuksenottajaluokan alentamisesta / Demand for Policyholder Category Downgrade ULU CONT2513
Request for Investment Category Upgrade	Use this form to request a upgrade of your investment category	United Kingdom (UK)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a upgrade of your investment category Investment literature/Strategies Request for Investment Category Upgrade ULU CONT2505
Demand for Investment Category Downgrade	Use this form to request a downgrade of your investment category	Luxembourg (LU), United Kingdom (UK)	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a downgrade of your investment category Investment literature/Strategies Demand for Investment Category Downgrade ULU CONT2506
Private Client Portfolio – General Conditions	Stand-alone version of General Conditions for the Private Client Portfolio product – Jersey	Jersey (JE)	Utmost Luxembourg S.A	Policy Conditions	FOS		Stand-alone version of General Conditions for the Private Client Portfolio product – Jersey Policy Conditions Private Client Portfolio – General Conditions ULU CONT2491
Addendum	Portability addendum – UK market	United Kingdom (UK)	Utmost Luxembourg S.A	Portability	FOS	Making a change to your policy	Portability addendum – UK market Portability Addendum ULU CONT2485
Tax on Insurance Transactions	Back-end tax annex – Belgium	Belgium (BE)	Utmost Luxembourg S.A	Tax and regulatory Literature/technical sales aids and literature	FOS		Back-end tax annex – Belgium Tax and regulatory Literature/technical sales aids and literature Tax on Insurance Transactions ULU CONT2466
Request for Enhanced Death Benefit	Use this form to request an enhanced death benefit – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to request an enhanced death benefit – United Kingdom Operational Forms Request for Enhanced Death Benefit ULU CONT2381
Addendum to Life Assurance Policy – Investment Enhancement	Addendum for Investment Enhancement for the Private Client Portfolio product – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		Addendum for Investment Enhancement for the Private Client Portfolio product – United Kingdom Operational Forms Addendum to Life Assurance Policy – Investment Enhancement ULU CONT2371
Beneficiary Nomination	Use this form to nominate beneficiaries	Turkey (TR)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to nominate beneficiaries Operational Forms Beneficiary Nomination ULU CONT2378
Lovvalg / Choice of Law	Use this form to perform a choice of law	Norway (NO)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to perform a choice of law Operational Forms Lovvalg / Choice of Law ULU CONT2360
Loan Agreement	Loan agreement – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		Loan agreement – United Kingdom Operational Forms Loan Agreement ULU CONT2207
Wealth Preservation Trust – Flexible Trust Deed	Flexibe Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		Flexibe Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom Operational Forms Wealth Preservation Trust – Flexible Trust Deed ULU CONT2212
Loan Trust – Fixed Interest	Loan Trust agreement; Fixed Interest – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		Loan Trust agreement; Fixed Interest – United Kingdom Operational Forms Loan Trust – Fixed Interest ULU CONT2205
Loan Trust – Discretionary	Discretionary Loan Trust Agreement – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		Discretionary Loan Trust Agreement – United Kingdom Operational Forms Loan Trust – Discretionary ULU CONT2206
FATCA Self-Certification	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.	ASIA, Belgium (BE), France (FR), Germany (DE), Italy (IT), Luxembourg (LU), Mexico (MX), Portugal (PT), Spain (ES), Turkey (TR), United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		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 FATCA Self-Certification ULU CONT2170-5
Declaração De Cumprimento De Obrigações (PH) / Tax Compliance Certification	Stand-alone Tax Compliance Certification form – Portugal	Portugal (PT)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Stand-alone Tax Compliance Certification form – Portugal Client Letters/Indemnity/Data Protection Declaração De Cumprimento De Obrigações (PH) / Tax Compliance Certification ULU CONT2152
Addendum to Life Assurance Policy	Spanish tax compliance addendum	Gibraltar (GI)	Utmost Luxembourg S.A	Tax and regulatory Literature/technical sales aids and literature	FOS		Spanish tax compliance addendum Tax and regulatory Literature/technical sales aids and literature Addendum to Life Assurance Policy ULU CONT2074
Private Client Portfolio – Beneficiary Nomination Form	Annex to the application form for beneficiary nomination	Gibraltar (GI)	Utmost Luxembourg S.A	Operational Forms	FOS		Annex to the application form for beneficiary nomination Operational Forms Private Client Portfolio – Beneficiary Nomination Form ULU CONT2073
Private Client Portfolio	Stand-alone version of General Conditions for the Private Client Portfolio product – Gibraltar	Gibraltar (GI)	Utmost Luxembourg S.A	Policy Conditions	FOS		Stand-alone version of General Conditions for the Private Client Portfolio product – Gibraltar Policy Conditions Private Client Portfolio ULU CONT2071
Addendum to Life Assurance Policy – Investment Enhancement	Addendum for Investment Enhancement for the Private Client Portfolio product – Sweden	Sweden (SE), United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		Addendum for Investment Enhancement for the Private Client Portfolio product – Sweden Operational Forms Addendum to Life Assurance Policy – Investment Enhancement ULU CONT2061
Declaration of “Non-U.S. Person” Status / Declaration de statut de « Non-U.S. Person »	Use this form to declare a status of “Non-U.S. Person”	Luxembourg (LU)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to declare a status of “Non-U.S. Person” Operational Forms Declaration of “Non-U.S. Person” Status / Declaration de statut de « Non-U.S. Person » ULU CONT2042
Declaration of “Non-U.S. Person” Status / Declaration de statut de « Non-U.S. Person »	Use this form to declare a status of “Non-U.S. Person” for the Capitalisation Bond product – Luxembourg	Luxembourg (LU)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to declare a status of “Non-U.S. Person” for the Capitalisation Bond product – Luxembourg Operational Forms Declaration of “Non-U.S. Person” Status / Declaration de statut de « Non-U.S. Person » ULU CONT2043
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	Finland (FI)	Utmost Luxembourg S.A	Operational Forms	FOS		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
Custodian Bank located outside the EEA / Banque Depositaire hors de l’EEE	Declaration for the Use of a Custodian Bank located outside of the EEA – Luxembourg Capitalisation product	Luxembourg (LU)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Declaration for the Use of a Custodian Bank located outside of the EEA – Luxembourg Capitalisation product Client Letters/Indemnity/Data Protection Custodian Bank located outside the EEA / Banque Depositaire hors de l’EEE ULU CONT2037
Erklæring for Depotbank utenfor EØS / Custodian Bank located outside the EEA	Declaration for the Use of a Custodian Bank located outside of the EEA – Norway	Norway (NO)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Declaration for the Use of a Custodian Bank located outside of the EEA – Norway Client Letters/Indemnity/Data Protection Erklæring for Depotbank utenfor EØS / Custodian Bank located outside the EEA ULU CONT2038
Custodian Bank located outside the EEA / Banque Depositaire hors de l’EEE	Declaration for the Use of a Custodian Bank located outside of the EEA – Luxembourg	Luxembourg (LU)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Declaration for the Use of a Custodian Bank located outside of the EEA – Luxembourg Client Letters/Indemnity/Data Protection Custodian Bank located outside the EEA / Banque Depositaire hors de l’EEE ULU CONT2036
Tax Compliance Certification – Capitalisation Bond (PH) / Déclaration relative aux Obligations fiscales	Stand-alone Tax Compliance Certification form – Luxembourg Capitalisation Bond	Luxembourg (LU)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Stand-alone Tax Compliance Certification form – Luxembourg Capitalisation Bond Client Letters/Indemnity/Data Protection Tax Compliance Certification – Capitalisation Bond (PH) / Déclaration relative aux Obligations fiscales ULU CONT2026
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	Finland (FI)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		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
Tax Compliance Certification (PH) / Déclaration relative aux Obligations fiscales	Stand-alone Tax Compliance Certification form – Luxembourg	Luxembourg (LU)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Stand-alone Tax Compliance Certification form – Luxembourg Client Letters/Indemnity/Data Protection Tax Compliance Certification (PH) / Déclaration relative aux Obligations fiscales ULU CONT2025
Skatteerklæring (PH) / Tax Compliance Certification	Stand-alone Tax Compliance Certification form – Norway	Norway (NO)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Stand-alone Tax Compliance Certification form – Norway Client Letters/Indemnity/Data Protection Skatteerklæring (PH) / Tax Compliance Certification ULU CONT2005
Certificacion de Cumplimiento Tributario (PH) / Tax Compliance Certification	Stand-alone Tax Compliance Certification form – Spain	Spain (ES)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Stand-alone Tax Compliance Certification form – Spain Client Letters/Indemnity/Data Protection Certificacion de Cumplimiento Tributario (PH) / Tax Compliance Certification ULU CONT1847-2
Addendum to Life Assurance Policy – Personalised Portfolio Bond	Addendum to the Personalised Portfolio Bond – Sweden	Sweden (SE), United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		Addendum to the Personalised Portfolio Bond – Sweden Operational Forms Addendum to Life Assurance Policy – Personalised Portfolio Bond ULU CONT1851
Vahvistus Verosääntöjen Noudattamisesta – Capitalisation Bond (PH) / Tax Compliance Certification	Stand-alone Tax Compliance Certification form – Finnish Capitalisation Bond product	Finland (FI)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		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	Finland (FI)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Stand-alone Tax Compliance Certification form – Finland Client Letters/Indemnity/Data Protection Vahvistus Verosääntöjen Noudattamisesta (PH) / Tax Compliance Certification ULU CONT1829
Skatteförsäkran (PH) / Tax Compliance Certification	Stand-alone Tax Compliance Certification form – Sweden	Sweden (SE)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Stand-alone Tax Compliance Certification form – Sweden Client Letters/Indemnity/Data Protection Skatteförsäkran (PH) / Tax Compliance Certification ULU CONT1828
Tax Compliance Certification (PH)	Stand-alone Tax Compliance Certification form – Turkey	Turkey (TR)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Stand-alone Tax Compliance Certification form – Turkey Client Letters/Indemnity/Data Protection Tax Compliance Certification (PH) ULU CONT1813-3
Tax Compliance Certification (PH)	Stand-alone Tax Compliance Certification form – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Stand-alone Tax Compliance Certification form – United Kingdom Client Letters/Indemnity/Data Protection Tax Compliance Certification (PH) ULU CONT1813-4
Elección de Ley Aplicable al Contrato / Choice of Law	Use this form to perform a choice of law	Spain (ES)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to perform a choice of law Operational Forms Elección de Ley Aplicable al Contrato / Choice of Law ULU CONT1796
Deklaration om Val av Tillämplig Lag / Choice of Law	Use this form to perform a choice of law	Sweden (SE)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to perform a choice of law Operational Forms Deklaration om Val av Tillämplig Lag / Choice of Law ULU CONT1793
Choix de la Loi Applicable / Choice of Law	Use this form to perform a choice of law	France (FR)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to perform a choice of law Operational Forms Choix de la Loi Applicable / Choice of Law ULU CONT1794
Keuze van de Toepasbare Wet / Choice of Law	Use this form to perform a choice of law	Belgium (BE)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to perform a choice of law Operational Forms Keuze van de Toepasbare Wet / Choice of Law ULU CONT1791
Lainvalinta / Choice of Law	Use this form to perform a choice of law	Finland (FI)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to perform a choice of law Operational Forms Lainvalinta / Choice of Law ULU CONT1792
Choix de la Loi Applicable / Choice of Law	Use this form to perform a choice of law	Belgium (BE)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to perform a choice of law Operational Forms Choix de la Loi Applicable / Choice of Law ULU CONT1790
Deklaration om Status som ”Icke-Amerikansk Person” / Declaration of “Non-U.S. Person” Status	Use this form to declare a status of “Non-U.S. Person”	Sweden (SE)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to declare a status of “Non-U.S. Person” Operational Forms Deklaration om Status som ”Icke-Amerikansk Person” / Declaration of “Non-U.S. Person” Status ULU CONT1637
Vakuutus ”Ei Yhdysvaltalainen Henkilö” Asemasta / Declaration of “Non-U.S. Person” Status	Use this form to declare a status of “Non-U.S. Person”	Finland (FI)	Utmost Luxembourg S.A	Operational Forms	FOS		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
Declaración como « Persona no Estadounidense »	Use this form to declare a status of “Non-U.S. Person”	Spain (ES)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to declare a status of “Non-U.S. Person” Operational Forms Declaración como « Persona no Estadounidense » ULU CONT1636
Specialised investments	Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – United Kingdom Client Letters/Indemnity/Data Protection Specialised investments ULU CONT1591
Hyväksyntä Erityissijoituksille	Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Finland	Finland (FI)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Finland Client Letters/Indemnity/Data Protection Hyväksyntä Erityissijoituksille ULU CONT1587
Informe De Examen Médico / Medical Examination Report	Medical Examination Report – Latin America	Spain (ES)	Utmost Luxembourg S.A	Underwriting guides/questionnaires/brochures	FOS		Medical Examination Report – Latin America Underwriting guides/questionnaires/brochures Informe De Examen Médico / Medical Examination Report ULU CONT1565-2
Cuestionario Médico Complementario / Additional Medical Questionnaire	Additional Medical Questionnaire – Latin America	Spain (ES)	Utmost Luxembourg S.A	Underwriting guides/questionnaires/brochures	FOS		Additional Medical Questionnaire – Latin America Underwriting guides/questionnaires/brochures Cuestionario Médico Complementario / Additional Medical Questionnaire ULU CONT1563-2
Medical Examination Report	Medical Examination Report – United Kingdom	Turkey (TR)	Utmost Luxembourg S.A	Underwriting guides/questionnaires/brochures	FOS		Medical Examination Report – United Kingdom Underwriting guides/questionnaires/brochures Medical Examination Report ULU CONT1564
Cuestionario Adicional Para Solicitudes Y Seguros de Vida Existentes / Questionnaire on Preexisting Life Policies and Applications	Additional Questionnaire on Preexisting Life Policies and Applications – Latin America	Spain (ES)	Utmost Luxembourg S.A	Underwriting guides/questionnaires/brochures	FOS		Additional Questionnaire on Preexisting Life Policies and Applications – Latin America Underwriting guides/questionnaires/brochures Cuestionario Adicional Para Solicitudes Y Seguros de Vida Existentes / Questionnaire on Preexisting Life Policies and Applications ULU CONT1561-2
Additional Medical Questionnaire	Additional Medical Questionnaire – United Kingdom	Turkey (TR)	Utmost Luxembourg S.A	Underwriting guides/questionnaires/brochures	FOS		Additional Medical Questionnaire – United Kingdom Underwriting guides/questionnaires/brochures Additional Medical Questionnaire ULU CONT1562
Confidential Fincancial Questionnaire	Confidential Financial Questionnaire – United Kingdom	Turkey (TR)	Utmost Luxembourg S.A	Underwriting guides/questionnaires/brochures	FOS		Confidential Financial Questionnaire – United Kingdom Underwriting guides/questionnaires/brochures Confidential Fincancial Questionnaire ULU CONT1559
Additional Questionnaire on Preexisting Life Policies and Applications	Additional Questionnaire on Preexisting Life Policies and Applications – United Kingdom	Turkey (TR)	Utmost Luxembourg S.A	Underwriting guides/questionnaires/brochures	FOS		Additional Questionnaire on Preexisting Life Policies and Applications – United Kingdom Underwriting guides/questionnaires/brochures Additional Questionnaire on Preexisting Life Policies and Applications ULU CONT1560
Utnevnelse av Forsikringstakeren til Investeringsforvalter / Appointment of the Policyholder as Investment Manager	Use this form to appoint an Investment Manager/Advisor – Norway	Norway (NO)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to appoint an Investment Manager/Advisor – Norway Operational Forms Utnevnelse av Forsikringstakeren til Investeringsforvalter / Appointment of the Policyholder as Investment Manager ULU CONT1452
Appointment of the Policyholder(s) as Investment Manager – Swedish Market	Use this form to appoint an Investment Manager/Advisor – Sweden	Sweden (SE)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to appoint an Investment Manager/Advisor – Sweden Operational Forms Appointment of the Policyholder(s) as Investment Manager – Swedish Market ULU CONT1452-2
Custodian Bank located outside of the EEA	Declaration for the Use of a Custodian Bank located outside of the EEA – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Declaration for the Use of a Custodian Bank located outside of the EEA – United Kingdom Client Letters/Indemnity/Data Protection Custodian Bank located outside of the EEA ULU CONT1440-3
Custodian Bank located outside the EEA	Declaration for the Use of a Custodian Bank located outside of the EEA – Turkey	Turkey (TR)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Declaration for the Use of a Custodian Bank located outside of the EEA – Turkey Client Letters/Indemnity/Data Protection Custodian Bank located outside the EEA ULU CONT1440-2
Deklaration för Depåbank belägen utanför EES / Custodian Bank located outside the EEA	Declaration for the Use of a Custodian Bank located outside of the EEA – Sweden	Sweden (SE)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Declaration for the Use of a Custodian Bank located outside of the EEA – Sweden Client Letters/Indemnity/Data Protection Deklaration för Depåbank belägen utanför EES / Custodian Bank located outside the EEA ULU CONT1436
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	Finland (FI)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		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
Change Request to Discretionary Mandate	Use this form to appoint an Investment Manager/Advisor	United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to appoint an Investment Manager/Advisor Operational Forms Change Request to Discretionary Mandate ULU CONT1318
Private Client Portfolio – Discretionary Management Form – UK	Use this form to request the appointment of a discretionary Investment Manager	United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to request the appointment of a discretionary Investment Manager Operational Forms Private Client Portfolio – Discretionary Management Form – UK ULU CONT1412
Request for Change of Life Cover	Change of Life Cover form	Sweden (SE)	Utmost Luxembourg S.A	Operational Forms	FOS		Change of Life Cover form Operational Forms Request for Change of Life Cover ULU CONT1129
Bekreftelse av kundens kontaktinformasjon brukt for elektronisk signering av dokumenter / Confirmation of Client contact details used for the Electronic Signing of documents	Confirmation of Client contact details used for the Electronic Signing of documents	Norway (NO)	Utmost Luxembourg S.A	Operational Forms	FOS		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Bekreftelse av kundens kontaktinformasjon brukt for elektronisk signering av dokumenter / Confirmation of Client contact details used for the Electronic Signing of documents ULU CONNECT1055
Confirmation of Client contact details used for the Electronic Signing of documents / Confirmation des coordonnées du Client utilisées pour la signature électronique des documents	Confirmation of Client contact details used for the Electronic Signing of documents	Luxembourg (LU)	Utmost Luxembourg S.A	Operational Forms	FOS		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Confirmation of Client contact details used for the Electronic Signing of documents / Confirmation des coordonnées du Client utilisées pour la signature électronique des documents ULU CONNECT1056
Bekräftelse av de kontaktuppgifter till kunden som används för elektronisk signering av dokument / Confirmation of Client contact details used for the Electronic Signing of documents	Confirmation of Client contact details used for the Electronic Signing of documents	Sweden (SE)	Utmost Luxembourg S.A	Operational Forms	FOS		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Bekräftelse av de kontaktuppgifter till kunden som används för elektronisk signering av dokument / Confirmation of Client contact details used for the Electronic Signing of documents ULU CONNECT1053
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	Finland (FI)	Utmost Luxembourg S.A	Operational Forms	FOS		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
Confirmación de los datos de contacto del cliente utilizados para la firma electrónica de documentos / Confirmation of Client contact details used for the Electronic Signing of documents	Confirmation of Client contact details used for the Electronic Signing of documents	Mexico (MX), Spain (ES)	Utmost Luxembourg S.A	Operational Forms	FOS		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Confirmación de los datos de contacto del cliente utilizados para la firma electrónica de documentos / Confirmation of Client contact details used for the Electronic Signing of documents ULU CONNECT1051
Confirmação dos dados de contato do Cliente utilizados para a Assinatura Eletrónica de Documentos / Confirmation of Client contact details used for the Electronic Signing of documents	Confirmation of Client contact details used for the Electronic Signing of documents	Portugal (PT)	Utmost Luxembourg S.A	Operational Forms	FOS		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Confirmação dos dados de contato do Cliente utilizados para a Assinatura Eletrónica de Documentos / Confirmation of Client contact details used for the Electronic Signing of documents ULU CONNECT1052
Confirmation of Client contact details used for the Electronic Signing of documents	Confirmation of Client contact details used for the Electronic Signing of documents	ASIA, Cyprus (CY), Gibraltar (GI), Greece (GR), Israel (IL), Jersey (JE), United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	FOS		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Confirmation of Client contact details used for the Electronic Signing of documents ULU CONNECT1046
Declaration of Loss or Non-Receipt of Policy Form	This declaration form is for use in Hong Kong only and can be used if your policy documents were lost, destroyed or never received.	Hong Kong (HK)	Utmost International - IoM	Operational Forms	FOS	Surrender or Claim	This declaration form is for use in Hong Kong only and can be used if your policy documents were lost, destroyed or never received. Operational Forms Declaration of Loss or Non-Receipt of Policy Form ULQ PR \| 6019
IOM Data Protection – Your Individual Rights	This document lays out your Data Protection Rights.	United Kingdom (UK)	Utmost International - IoM	Compliance and Risk Collateral (privacy notices/footers etc)	FOS	New Policy	This document lays out your Data Protection Rights. Compliance and Risk Collateral (privacy notices/footers etc) IOM Data Protection – Your Individual Rights ULQ PR 00010
Request to Trustees for Loan Repayment and Acknowledgement of Receipt of Loan Payment	This document contains draft wording which the settlor can use to request the repayment of a loan from the trustees of a loan trust.It is for use with the settlor’s own legal advisers in relation to the Loan Trust, available with a Utmost International Bond.This document cannot be used to instruct Utmost International to make a surrender.	United Kingdom (UK)	Utmost International - IoM	Operational Forms		New Policy	This document contains draft wording which the settlor can use to request the repayment of a loan from the trustees of a loan trust.It is for use with the settlor’s own legal advisers in relation to the Loan Trust, available with a Utmost International Bond.This document cannot be used to instruct Utmost International to make a surrender. Operational Forms Request to Trustees for Loan Repayment and Acknowledgement of Receipt of Loan Payment ULQ PR \| 25158
Lifestyle Trust Deed (Manx Law – Discretionary Version)	Complete this deed to set up a Lifestyle Trust (Manx Law version)	Middle East, Rest of the World, United Kingdom (UK)	Utmost International - IoM	Trust Literature	FOS	New Policy	Complete this deed to set up a Lifestyle Trust (Manx Law version) Trust Literature Lifestyle Trust Deed (Manx Law – Discretionary Version) ULQ PR \| 25094
Policy Replacement Questionnaire and IFS-PR (English)	This Policy Replacement Questionnaire should be completed for all new applications. You only need to complete the IFS-PR if you have answered ‘yes’ or ‘Not yet decided’ in the Policy Replacement Questionnaire.	Hong Kong (HK)	Utmost International - IoM	Operational Forms	FOS	New Policy	This Policy Replacement Questionnaire should be completed for all new applications. You only need to complete the IFS-PR if you have answered ‘yes’ or ‘Not yet decided’ in the Policy Replacement Questionnaire. Operational Forms Policy Replacement Questionnaire and IFS-PR (English) ULQ PR \| 21288
Questions and Answers – Deemed Gains Tax on your Executive Bond	This Q and A document explains deemed gains tax on an Executive Bond.	Middle East, United Kingdom (UK)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This Q and A document explains deemed gains tax on an Executive Bond. Tax and regulatory Literature/technical sales aids and literature Questions and Answers – Deemed Gains Tax on your Executive Bond ULQ PR \| 20611
Application Form for Individual, Trustee and Corporate Investors of the International Wealth Bond with Utmost International Isle of Man	Application Form for Individual, Trustee and Corporate Investors, wishing to invest in the International Wealth Bond. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document. This form can only be used for top-ups as this product is closed to new business.	United Kingdom (UK)	Utmost International - IoM	Application Form	FOS	New Policy	Application Form for Individual, Trustee and Corporate Investors, wishing to invest in the International Wealth Bond. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document. This form can only be used for top-ups as this product is closed to new business. Application Form Application Form for Individual, Trustee and Corporate Investors of the International Wealth Bond with Utmost International Isle of Man ULQ PR \| 20987
Solutions for Structured Wealth Planning Brochure	This document can be used for people looking to grow, preserve and transfer their wealth to the next generation.	Middle East, Rest of the World	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This document can be used for people looking to grow, preserve and transfer their wealth to the next generation. Tax and regulatory Literature/technical sales aids and literature Solutions for Structured Wealth Planning Brochure ULQ PR \| 19922
Deemed Gains Tax on your Executive Bond if you are planning to become UK Resident and/or UK Tax Resident	This Q and A document explains deemed gains tax on an Utmost International Isle of ManExecutive Bond for individuals planning to become UK resident and/or UK tax resident.	Middle East	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This Q and A document explains deemed gains tax on an Utmost International Isle of ManExecutive Bond for individuals planning to become UK resident and/or UK tax resident. Tax and regulatory Literature/technical sales aids and literature Deemed Gains Tax on your Executive Bond if you are planning to become UK Resident and/or UK Tax Resident ULQ PR \| 20507
The Importance of Trust Planning for Families Case Study	This example case study is for use in Hong Kong and Singapore only and should be used by financial advisers and financial adviser representatives with their clients.	Singapore (SG)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature		New Policy	This example case study is for use in Hong Kong and Singapore only and should be used by financial advisers and financial adviser representatives with their clients. Tax and regulatory Literature/technical sales aids and literature The Importance of Trust Planning for Families Case Study ULQ PR \| 19514
The Importance of Trust Planning for Families Case Study	This example case study is for use in Hong Kong and Singapore only and should be used by financial advisers and financial adviser representatives with their clients.	Singapore (SG)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature		New Policy	This example case study is for use in Hong Kong and Singapore only and should be used by financial advisers and financial adviser representatives with their clients. Tax and regulatory Literature/technical sales aids and literature The Importance of Trust Planning for Families Case Study ULQ PR \| 19464
The Lucky Eight Sales Aid (EN)	This document highlights 8 key benefits for China tax residents using investment-linked life insurance policies.	Singapore (SG)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This document highlights 8 key benefits for China tax residents using investment-linked life insurance policies. Tax and regulatory Literature/technical sales aids and literature The Lucky Eight Sales Aid (EN) ULQ PR \| 19417
The Power of Tax Deferral	This document highlights the benefits of tax deferral once a clients investment is held in a tax-efficient structure, such as an investment-linked life insurance policy.	Singapore (SG)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature		Surrender or Claim	This document highlights the benefits of tax deferral once a clients investment is held in a tax-efficient structure, such as an investment-linked life insurance policy. Tax and regulatory Literature/technical sales aids and literature The Power of Tax Deferral ULQ PR \| 19303
Succession Planning for China Tax Residents (EN)	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	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 China Tax Residents (EN) ULQ PR \| 19126
Private Placement Life Insurance A Tool for Structured Life Planning	This adviser facing guide highlights the four reasons why high net worth clients would use Private Placement Life Insurance: Wealth transfer, wealth growth, wealth preservation and wealth protection.	Singapore (SG)	Utmost International - IoM	Product Guides/Brochures/Snapshots and Training Materials		New Policy	This adviser facing guide highlights the four reasons why high net worth clients would use Private Placement Life Insurance: Wealth transfer, wealth growth, wealth preservation and wealth protection. Product Guides/Brochures/Snapshots and Training Materials Private Placement Life Insurance A Tool for Structured Life Planning ULQ PR \| 18839
Investment Withdrawal Options for your Clients Guide	This document shows you the different portfolio bond withdrawal options available for you current and future UK clients.	Middle East, Rest of the World	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	FOS	Surrender or Claim	This document shows you the different portfolio bond withdrawal options available for you current and future UK clients. Tax and regulatory Literature/technical sales aids and literature Investment Withdrawal Options for your Clients Guide ULQ PR \| 18690
Efficiently and Effectively Passing on your Wealth Case Study	This sales aid explores the main differences between the benefits of investing in a Utmost International Isle of Man portfolio bond with nominations as opposed to writing a will.	Singapore (SG)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature		New Policy	This sales aid explores the main differences between the benefits of investing in a Utmost International Isle of Man portfolio bond with nominations as opposed to writing a will. Tax and regulatory Literature/technical sales aids and literature Efficiently and Effectively Passing on your Wealth Case Study ULQ PR \| 18838
Tailored Life Trust Cumulative Chargeable Lifetime Transfer Examples	The document is a sales aid and provides financial advisers with Tailored Life Trust Cumulative chargeable lifetime transfer examples.	Middle East, Singapore (SG)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	The document is a sales aid and provides financial advisers with Tailored Life Trust Cumulative chargeable lifetime transfer examples. Tax and regulatory Literature/technical sales aids and literature Tailored Life Trust Cumulative Chargeable Lifetime Transfer Examples ULQ PR \| 18521
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.	Gibraltar (GI), Hong Kong (HK), Malta (MT), Middle East, Singapore (SG), Spain (ES), Sweden (SE), United Kingdom (UK)	Utmost International - IoM	Application Form	FOS	New Policy	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
Additional Premium Top Up Form for International Select Bond and European Select Bond with Utmost International Isle of Man	Additional Premium Top Up Form for International Select Bond and European Select Bond.		Utmost International - IoM	Application Form		Making a change to your policy	Additional Premium Top Up Form for International Select Bond and European Select Bond. Application Form Additional Premium Top Up Form for International Select Bond and European Select Bond with Utmost International Isle of Man ULQ PR \| 13751
Wealth Solutions from Utmost International – HNW (English)	How our solutions can help with wealth planning.	Middle East, Rest of the World, Singapore (SG)	Utmost International - IoM	Marketing Collateral	FOS	New Policy	How our solutions can help with wealth planning. Marketing Collateral Wealth Solutions from Utmost International – HNW (English) ULQ PR \| 13732
Application Form for new investors in Wealth Portfolio with Utmost International Isle of Man	Application Form for Individual, Joint, Corporate and Trustee Investors, wishing to invest in the Wealth Portfolio with Quilter Cheviot appointed as the DAM. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document.	Middle East	Utmost International - IoM	Application Form	FOS	New Policy	Application Form for Individual, Joint, Corporate and Trustee Investors, wishing to invest in the Wealth Portfolio with Quilter Cheviot appointed as the DAM. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document. Application Form Application Form for new investors in Wealth Portfolio with Utmost International Isle of Man ULQ PR \| 13685
Advisory Fee Authority – Unit-linked Plans	This form can be used if you wish to make arrangements to pay an advisory fee to an intermediary for advice provided in respect of your Utmost International Isle of Man account.	Singapore (SG)	Utmost International - IoM	Operational Forms		Making a change to your policy	This form can be used if you wish to make arrangements to pay an advisory fee to an intermediary for advice provided in respect of your Utmost International Isle of Man account. Operational Forms Advisory Fee Authority – Unit-linked Plans ULQ PR \| 13326
Hong Kong switch form for use with Unit-linked accounts (English)	Switch Form for use with Unit-Linked Accounts. For Hong Kong use only.	Hong Kong (HK)	Utmost International - IoM	Operational Forms	FOS	Making a change to your policy	Switch Form for use with Unit-Linked Accounts. For Hong Kong use only. Operational Forms Hong Kong switch form for use with Unit-linked accounts (English) ULQ PR \| 13555
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	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	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
Important Facts Statement for Mainland Policyholders Purchasing Life Assurance Policies In Hong Kong with Utmost International Limited, bilingual Chinese / English form	This Important Facts Statement is for disclosure of information by the Insurance Company, as required by the Hong Kong Insurance Regulator, for Mainland Policyholders Purchasing Life Assurance Policies In Hong Kong. Bilingual Chinese / English Form.	Hong Kong (HK)	Utmost International - IoM	Application Form	FOS	Addition to your Policy	This Important Facts Statement is for disclosure of information by the Insurance Company, as required by the Hong Kong Insurance Regulator, for Mainland Policyholders Purchasing Life Assurance Policies In Hong Kong. Bilingual Chinese / English Form. Application Form Important Facts Statement for Mainland Policyholders Purchasing Life Assurance Policies In Hong Kong with Utmost International Limited, bilingual Chinese / English form ULQ PR \| 13007
Enhanced Trail Commission Singapore version	This document describes the terms on which Utmost International Isle of Man Limited (Utmost International) agrees to pay enhanced trail commission (‘ETC’) to the Intermediary.	Singapore (SG)	Utmost International - IoM	Operational Forms	FOS	Making a change to your policy	This document describes the terms on which Utmost International Isle of Man Limited (Utmost International) agrees to pay enhanced trail commission (‘ETC’) to the Intermediary. Operational Forms Enhanced Trail Commission Singapore version ULQ PR \| 13055
Taxation of an Offshore Life Assurance Policy for your UK Resident Israeli Clients, Moving or Returning to Israel	This document provides an explanation of the taxation of an offshore life assurance policy for your UK resident Israeli clients, moving or returning to Israel.	United Kingdom (UK)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This document provides an explanation of the taxation of an offshore life assurance policy for your UK resident Israeli clients, moving or returning to Israel. Tax and regulatory Literature/technical sales aids and literature Taxation of an Offshore Life Assurance Policy for your UK Resident Israeli Clients, Moving or Returning to Israel ULQ PR \| 12850
Taxation of an Offshore Life Assurance Policy for your Non-Israeli Resident Clients Moving or Returning to Israel	An explanation of the taxation of an offshore life assurance policy for your non-Israeli resident clients moving or returning to Israel.	Europe Expat, Rest of the World, United Kingdom (UK)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	An explanation of the taxation of an offshore life assurance policy for your non-Israeli resident clients moving or returning to Israel. Tax and regulatory Literature/technical sales aids and literature Taxation of an Offshore Life Assurance Policy for your Non-Israeli Resident Clients Moving or Returning to Israel ULQ PR \| 12851
Skatteuppgifter och försäkran För enheter (Tax Info and Self-Certification for Entity Investors) (FATCA/CRS)	Vänligen använd det här formuläret för att bekräfta skattestatusen för förvaltare och företagssökande. Please use this form to confirm the tax status for Trustee and Corporate applicants.	Sweden (SE)	Utmost International - IoM	Operational Forms		New Policy	Vänligen använd det här formuläret för att bekräfta skattestatusen för förvaltare och företagssökande. Please use this form to confirm the tax status for Trustee and Corporate applicants. Operational Forms Skatteuppgifter och försäkran För enheter (Tax Info and Self-Certification for Entity Investors) (FATCA/CRS) ULQ PR \| 12690
Taxation of an Offshore Life Assurance Policy Purchased Outside of Israel by an Israeli Resident	This document provides an explanation of the taxation of an offshore Utmost International Isle of Man Limited life assurance policy purchased outside of Israel by an Israeli resident.	Europe Expat, Rest of the World, Singapore (SG), United Kingdom (UK)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This document provides an explanation of the taxation of an offshore Utmost International Isle of Man Limited life assurance policy purchased outside of Israel by an Israeli resident. Tax and regulatory Literature/technical sales aids and literature Taxation of an Offshore Life Assurance Policy Purchased Outside of Israel by an Israeli Resident ULQ PR \| 12849
Skatteuppgifter och försäkran För individer (Tax Info and Self-Certification for Individual Investors) (FATCA/CRS)	Använd detta formulär för att bekräfta skattestatusen för enskilda sökande. Please use this form to confirm the tax status for individual applicants.	Sweden (SE)	Utmost International - IoM	Operational Forms		New Policy	Använd detta formulär för att bekräfta skattestatusen för enskilda sökande. Please use this form to confirm the tax status for individual applicants. Operational Forms Skatteuppgifter och försäkran För individer (Tax Info and Self-Certification for Individual Investors) (FATCA/CRS) ULQ PR \| 12689
Non-Resident Indian Estate Planning	A client-facing guide to using an Utmost International Isle of Man offshore bond for estate planning for non-resident Indian investors.	Europe Expat, Middle East, Rest of the World, Singapore (SG), United Kingdom (UK)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	A client-facing guide to using an Utmost International Isle of Man offshore bond for estate planning for non-resident Indian investors. Tax and regulatory Literature/technical sales aids and literature Non-Resident Indian Estate Planning ULQ PR \| 12517
Education sales aid	Sales aid about the cost of a child’s education	Middle East	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature		New Policy	Sales aid about the cost of a child’s education Tax and regulatory Literature/technical sales aids and literature Education sales aid ULQ PR \| 11824
Deed of Assignment Singapore	Deed of assignment for one or more assignees. This deed should be used for Utmost International Isle of Man Singapore products only.	Singapore (SG)	Utmost International - IoM	Operational Forms		Making a change to your policy	Deed of assignment for one or more assignees. This deed should be used for Utmost International Isle of Man Singapore products only. Operational Forms Deed of Assignment Singapore ULQ PR \| 11553
Affordability Declaration (Bilingual)	This document can be used by applicants over aged 60 – to declare the affordability of the relevant premium invested.	Hong Kong (HK)	Utmost International - IoM	Operational Forms		New Policy	This document can be used by applicants over aged 60 – to declare the affordability of the relevant premium invested. Operational Forms Affordability Declaration (Bilingual) ULQ PR \| 10967
Asset Transfer Form for Wealth Management Plan with Utmost International Limited Hong Kong, Bilingual Chinese / English	This Bilingual Chinese / English form should be used when transferring external assets to Utmost International under your Wealth Management Plan. Before completing this form please make sure you receive and read the relevant principal brochure and Product Key Facts of the Wealth Management Plan.	Hong Kong (HK)	Utmost International - IoM	Application Form		New Policy	This Bilingual Chinese / English form should be used when transferring external assets to Utmost International under your Wealth Management Plan. Before completing this form please make sure you receive and read the relevant principal brochure and Product Key Facts of the Wealth Management Plan. Application Form Asset Transfer Form for Wealth Management Plan with Utmost International Limited Hong Kong, Bilingual Chinese / English ULQ PR \| 10540
Professional Investor Declaration Corporate Trust (ie trust corporation) Applicants	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for corporate trust (ie trust corporation) applicants.	Hong Kong (HK)	Utmost International - IoM	Operational Forms		New Policy	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for corporate trust (ie trust corporation) applicants. Operational Forms Professional Investor Declaration Corporate Trust (ie trust corporation) Applicants ULQ PR \| 10110
Professional Investor Declaration for Individual Applicants	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for individual applicants.	Hong Kong (HK)	Utmost International - IoM	Operational Forms		New Policy	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for individual applicants. Operational Forms Professional Investor Declaration for Individual Applicants ULQ PR \| 10108
Professional Investor Declaration Corporate Partnership Applicants (Bilingual)	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for corporate partnership applicants.	Hong Kong (HK)	Utmost International - IoM	Operational Forms		New Policy	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for corporate partnership applicants. Operational Forms Professional Investor Declaration Corporate Partnership Applicants (Bilingual) ULQ PR \| 10109
Telegraphic Transfer Details for Utmost International Isle of Man Limited	This document contains the telegraphic transfer details for transferring money to Utmost International Isle of Man Limited via Wealth Interactive.	Europe Expat, Middle East, Sweden (SE), United Kingdom (UK)	Utmost International - IoM	Operational Forms	FOS	New Policy	This document contains the telegraphic transfer details for transferring money to Utmost International Isle of Man Limited via Wealth Interactive. Operational Forms Telegraphic Transfer Details for Utmost International Isle of Man Limited ULQ PR \| 09352
Investment Account Application Form – Individual Investors	This form can only be used for top-ups as this product is closed to new business. Use this application for individual investors.Please note that you will also need to fill out the Tax Declaration and Self Certification document.	Singapore (SG)	Utmost International - IoM	Operational Forms	FOS	New Policy	This form can only be used for top-ups as this product is closed to new business. Use this application for individual investors.Please note that you will also need to fill out the Tax Declaration and Self Certification document. Operational Forms Investment Account Application Form – Individual Investors ULQ PR \| 09305
Guidance Notes for Investment Account for Individual Investors	Guidance notes to accompany the application form for individual investors wishing to invest in the Investment Account.	Singapore (SG)	Utmost International - IoM	Product Guides/Brochures/Snapshots and Training Materials	FOS	New Policy	Guidance notes to accompany the application form for individual investors wishing to invest in the Investment Account. Product Guides/Brochures/Snapshots and Training Materials Guidance Notes for Investment Account for Individual Investors ULQ PR \| 09307
Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Wealth Management Plan (English) Utmost International Isle of Man Limited	Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Wealth Management Plan (English).	Hong Kong (HK)	Utmost International - IoM	Application Form	FOS	Addition to your Policy	Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Wealth Management Plan (English). Application Form Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Wealth Management Plan (English) Utmost International Isle of Man Limited ULQ PR \| 09214
Important Facts Statement (IFS) Executive Wealthbuilder Account (English)	Important Facts Statement and Applicants Declarations.	Hong Kong (HK)	Utmost International - IoM	Right to Change Your Mind Forms and guides/KFD	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 (English) ULQ PR \| 09152
Wealth Interactive – Master User Registration Form for Existing Firms	Please use this form to appoint a master user to Wealth Interactive for adviser firms who already have terms of business with us.This form will allow us access to a nominated master user within your firm who can then grant access to other users (including other master users within your firm).	Hong Kong (HK), Middle East, Rest of the World, Singapore (SG), United Kingdom (UK)	Utmost International - IoM	Operational Forms	FOS	New Policy	Please use this form to appoint a master user to Wealth Interactive for adviser firms who already have terms of business with us.This form will allow us access to a nominated master user within your firm who can then grant access to other users (including other master users within your firm). Operational Forms Wealth Interactive – Master User Registration Form for Existing Firms ULQ PR \| 08775
Appointment of a Lead Policyholder on the Flexible Investment Account	This form can be used to appoint a lead policyholder – for use with the Flexible Investment Account	Singapore (SG)	Utmost International - IoM	Operational Forms		Making a change to your policy	This form can be used to appoint a lead policyholder – for use with the Flexible Investment Account Operational Forms Appointment of a Lead Policyholder on the Flexible Investment Account ULQ PR \| 08425
Death Claim Form – Upon Death of the Relevant Life Assured	This form should be completed by a Claimant to request payment upon death of the relevant life assured. For use with Ex Quilter Isle of Man and Ireland policies except SILK, Life Insurance Plan and Tailored Life Plan.	Europe Expat, Rest of the World, United Kingdom (UK)	Utmost International - IoM	Surrender/Claim/Withdrawal/Switch	FOS	Surrender or Claim	This form should be completed by a Claimant to request payment upon death of the relevant life assured. For use with Ex Quilter Isle of Man and Ireland policies except SILK, Life Insurance Plan and Tailored Life Plan. Surrender/Claim/Withdrawal/Switch Death Claim Form – Upon Death of the Relevant Life Assured ULQ PR \| 07806
Beneficiary Nomination Request Form – for Accountholders Policyholders	This form can be used where the Accountholders wish to transfer the ownership of the Contract on the death of the Relevant Accountholder and this does not bring the Contract to an end;orFor use by both Individual and Corporate Accountholders. Where the Accountholders wish to transfer the ownership of the benefits on the death of the Relevant Life Assured and this brings the Contract to an end.	Hong Kong (HK), Middle East, United Kingdom (UK)	Utmost International - IoM	Operational Forms	FOS	New Policy	This form can be used where the Accountholders wish to transfer the ownership of the Contract on the death of the Relevant Accountholder and this does not bring the Contract to an end;orFor use by both Individual and Corporate Accountholders. Where the Accountholders wish to transfer the ownership of the benefits on the death of the Relevant Life Assured and this brings the Contract to an end. Operational Forms Beneficiary Nomination Request Form – for Accountholders Policyholders ULQ PR \| 07959
Singapore Trust Beneficiary Form 6 – Notice of Revocation of Revocable Nomination	This form can only be used to give notice of the revocation, under section 49M(7)(a) or (b) of the Insurance Act (Cap. Executive Redemption Bond – PRIIPs), of revocable nomination made in respect of one relevant policy.	Singapore (SG)	Utmost International - IoM	Operational Forms	FOS	Making a change to your policy	This form can only be used to give notice of the revocation, under section 49M(7)(a) or (b) of the Insurance Act (Cap. Executive Redemption Bond – PRIIPs), of revocable nomination made in respect of one relevant policy. Operational Forms Singapore Trust Beneficiary Form 6 – Notice of Revocation of Revocable Nomination ULQ PR \| 07058
Singapore Trust Beneficiary Form 5 – Revocation of Revocable Nomination	This form can only be used to revoke a revocable nomination made in respect of one relevant policy. For use in the Singapore market only.	Singapore (SG)	Utmost International - IoM	Operational Forms	FOS	Making a change to your policy	This form can only be used to revoke a revocable nomination made in respect of one relevant policy. For use in the Singapore market only. Operational Forms Singapore Trust Beneficiary Form 5 – Revocation of Revocable Nomination ULQ PR \| 07057
Singapore Trust Beneficiary Appointment, or Revocation of Appointment, of Trustee of Policy Moneys Form 3	This form can only be used to appoint, or revoke the appointment, of one or more trustees of policy moneys payable under one relevant policy. For use in the Singapore market only.	Singapore (SG)	Utmost International - IoM	Trust Literature	FOS	Making a change to your policy	This form can only be used to appoint, or revoke the appointment, of one or more trustees of policy moneys payable under one relevant policy. For use in the Singapore market only. Trust Literature Singapore Trust Beneficiary Appointment, or Revocation of Appointment, of Trustee of Policy Moneys Form 3 ULQ PR \| 07055
Singapore Trust Beneficiary Form 4 – Revocable Nomination	This form can only be used to make a revocable nomination in respect of one relevant policy. For use in the Singapore market only.	Singapore (SG)	Utmost International - IoM	Operational Forms	FOS	Making a change to your policy	This form can only be used to make a revocable nomination in respect of one relevant policy. For use in the Singapore market only. Operational Forms Singapore Trust Beneficiary Form 4 – Revocable Nomination ULQ PR \| 07056
Singapore Trust Beneficiary Nomination Form 1	The Trust Beneficiary Nomination for is for use in the Singapore market only and is to be used to make a trust nomination in respect of one relevant policy only.	Singapore (SG)	Utmost International - IoM	Operational Forms	FOS	Making a change to your policy	The Trust Beneficiary Nomination for is for use in the Singapore market only and is to be used to make a trust nomination in respect of one relevant policy only. Operational Forms Singapore Trust Beneficiary Nomination Form 1 ULQ PR \| 07053
Singapore Trust Beneficiary Revocation of Nomination Form 2	This form can only be used to revoke a trust nomination made in respect of one relevant policy.	Singapore (SG)	Utmost International - IoM	Operational Forms	FOS	Making a change to your policy	This form can only be used to revoke a trust nomination made in respect of one relevant policy. Operational Forms Singapore Trust Beneficiary Revocation of Nomination Form 2 ULQ PR \| 07054
Utmost International Isle of Man Letter of Wishes Form	This form can be used should the settlors like to include additional wishes be taken into account with regard to the Declaration of Trust.	Rest of the World, United Kingdom (UK)	Utmost International - IoM	Operational Forms	FOS	New Policy	This form can be used should the settlors like to include additional wishes be taken into account with regard to the Declaration of Trust. Operational Forms Utmost International Isle of Man Letter of Wishes Form ULQ PR \| 05862
Request for Fixed Account Loan Withdrawal Form	This form can be used to request Utmost International Isle of Man or Utmost PanEurope to transfer monies to the fixed account and issue a loan withdrawal for the same amount.	Europe Expat, Middle East, Rest of the World	Utmost International - IoM	Operational Forms	FOS	Surrender or Claim	This form can be used to request Utmost International Isle of Man or Utmost PanEurope to transfer monies to the fixed account and issue a loan withdrawal for the same amount. Operational Forms Request for Fixed Account Loan Withdrawal Form ULQ PR \| 04839
Utmost International Isle of Man Intermediary Terms of Business	These Intermediary Terms of Business and the Rates of Commission govern your relationship with Utmost International Isle of Man Limited (Utmost International) and cover the way we do business with you, the Intermediary. These Intermediary Terms of Business and any documents referred to in it replace any previous Terms of Business you have with Quilter International.	Europe Expat, Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK)	Utmost International - IoM	Guides and Supporting Documents	FOS	New Policy	These Intermediary Terms of Business and the Rates of Commission govern your relationship with Utmost International Isle of Man Limited (Utmost International) and cover the way we do business with you, the Intermediary. These Intermediary Terms of Business and any documents referred to in it replace any previous Terms of Business you have with Quilter International. Guides and Supporting Documents Utmost International Isle of Man Intermediary Terms of Business ULQ PR \| 03546
Declaration of Loss or Non-receipt of Policy Form	This declaration form can be used if your Utmost International Isle of Manpolicy documents were lost, destroyed or never received.	Middle East, Rest of the World, Singapore (SG)	Utmost International - IoM	Operational Forms	FOS	New Policy	This declaration form can be used if your Utmost International Isle of Manpolicy documents were lost, destroyed or never received. Operational Forms Declaration of Loss or Non-receipt of Policy Form ULQ PR \| 01944
Retained Interest Trust Joint Settlor Declaration of Trust Form	This declaration form should be used only with legal advice advice to ensure any trust is suitable for you, especially having regard to the terms of your will.	Rest of the World	Utmost International - IoM	Trust Literature	FOS	New Policy	This declaration form should be used only with legal advice advice to ensure any trust is suitable for you, especially having regard to the terms of your will. Trust Literature Retained Interest Trust Joint Settlor Declaration of Trust Form ULQ PR \| 01041
Retained Interest Trust Single Settlor Declaration of Trust Form	This declaration form should be used only with legal advice advice to ensure any trust is suitable for you, especially having regard to the terms of your will.	Rest of the World	Utmost International - IoM	Trust Literature	FOS	New Policy	This declaration form should be used only with legal advice advice to ensure any trust is suitable for you, especially having regard to the terms of your will. Trust Literature Retained Interest Trust Single Settlor Declaration of Trust Form ULQ PR \| 01042
Delegated Switching Authority Form	This form can be used by clients to delegate the switching of funds to their funds adviser. The fund adviser will then be able to switch funds at any time without the need for client approval.	Middle East, Rest of the World	Utmost International - IoM	Operational Forms	FOS	Making a change to your policy	This form can be used by clients to delegate the switching of funds to their funds adviser. The fund adviser will then be able to switch funds at any time without the need for client approval. Operational Forms Delegated Switching Authority Form ULQ PR \| 00838
UIIOM MAS Notice 124 Public Disclosure	UIIOM Singapore Public Disclosure Issued in accordance with MAS 124The Monetary Authority of Singapore (MAS) requires certain disclosures to be made which enable market participants to assess information on a business’s risk profile, performance and capital and risk management procedures. This document is designed to provide these disclosures.	Singapore (SG)	Utmost International - IoM	Compliance and Risk Collateral (privacy notices/footers etc)	FOS		UIIOM Singapore Public Disclosure Issued in accordance with MAS 124The Monetary Authority of Singapore (MAS) requires certain disclosures to be made which enable market participants to assess information on a business’s risk profile, performance and capital and risk management procedures. This document is designed to provide these disclosures. Compliance and Risk Collateral (privacy notices/footers etc) UIIOM MAS Notice 124 Public Disclosure ULQ \| 10023
Automatic Exchange of Information – Self-Certification (FOE)	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.	Italy (IT)	Utmost Luxembourg S.A. - Italian Branch	Operational Forms	FOE		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 (FOE) ULIT CONT4269
Automatic Exchange of Information – Self-Certification (FOE)	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.	Italy (IT)	Utmost Luxembourg S.A. - Italian Branch	Operational Forms	FOE		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 (FOE) ULIT CONT4245
Automatic Exchange of Information – Self-Certification (FOE)	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.	Italy (IT)	Utmost Luxembourg S.A. - Italian Branch	Operational Forms	FOE		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 (FOE) ULIT CONT4257
Dichiarazione di Scelta di Legge / Choice of Law (FOE)	Use this form to perform a choice of law	Italy (IT)	Utmost Luxembourg S.A. - Italian Branch	Operational Forms	FOE		Use this form to perform a choice of law Operational Forms Dichiarazione di Scelta di Legge / Choice of Law (FOE) ULIT CONT1795
Aanvraag van het Statuut van Professionele Cliënt / Request for Professional Client Status (Branch)	Request for Professional Client Status	Belgium (BE)	Utmost Luxembourg S.A. - Belgian Branch	Operational Forms	FOE		Request for Professional Client Status Operational Forms Aanvraag van het Statuut van Professionele Cliënt / Request for Professional Client Status (Branch) ULBE CONT3208
Demande de Statut de Client Professionnel / Request for Professional Client Status (Branch)	Request for Professional Client Status	Belgium (BE)	Utmost Luxembourg S.A. - Belgian Branch	Operational Forms	FOE		Request for Professional Client Status Operational Forms Demande de Statut de Client Professionnel / Request for Professional Client Status (Branch) ULBE CONT3209
Choix de la Loi Applicable / Choice of Law (Branch)	Use this form to perform a choice of law	Belgium (BE)	Utmost Luxembourg S.A. - Belgian Branch	Operational Forms	FOE		Use this form to perform a choice of law Operational Forms Choix de la Loi Applicable / Choice of Law (Branch) ULBE CONT3195
Keuze van de Toepasbare Wet / Choice of Law	Use this form to perform a choice of law	Belgium (BE)	Utmost Luxembourg S.A. - Belgian Branch	Operational Forms	FOE		Use this form to perform a choice of law Operational Forms Keuze van de Toepasbare Wet / Choice of Law ULBE CONT3196
FATCA Self-Certification	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.	Belgium (BE)	Utmost Luxembourg S.A. - Belgian Branch	Operational Forms	FOE		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 FATCA Self-Certification ULBE CONT2826
Novation Agreement	This agreement is used where the servicing rights for a number of Utmost International Isle of Man Limited policies, former Quilter UPE policies or Alpha International products, administered by Utmost Wealth Solutions are being transferred from one financial adviser firm to another following a novation.This form is to be completed by financial advisers only.	United Kingdom (UK)	Utmost International - IoM	Operational Forms	FOS	Making a change to your policy	This agreement is used where the servicing rights for a number of Utmost International Isle of Man Limited policies, former Quilter UPE policies or Alpha International products, administered by Utmost Wealth Solutions are being transferred from one financial adviser firm to another following a novation.This form is to be completed by financial advisers only. Operational Forms Novation Agreement UL PR 0243
Key Information Document for Utmost Deferred Distribution Fund	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses.	United Kingdom (UK)	Utmost International - IoM	Key Information Document	FOS	New Policy	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document for Utmost Deferred Distribution Fund UL PR 0187
Key Information Document – Utmost Money Swedish Krona Fund	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses.	United Kingdom (UK)	Utmost International - IoM	Key Information Document	FOS	New Policy	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document – Utmost Money Swedish Krona Fund UL PR 0184
Key Information Document – Utmost Money Euro Fund	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses.	United Kingdom (UK)	Utmost International - IoM	Key Information Document	FOS	New Policy	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document – Utmost Money Euro Fund UL PR 0185
Key Information Document – Utmost Money Dollar Fund	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses.	United Kingdom (UK)	Utmost International - IoM	Key Information Document	FOS	New Policy	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document – Utmost Money Dollar Fund UL PR 0182
Key Information Document Utmost Money Sterling Fund	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses.	United Kingdom (UK)	Utmost International - IoM	Key Information Document	FOS	New Policy	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document Utmost Money Sterling Fund UL PR 0183
Legal Entity Identifiers (LEI)	We are frequently asked questions relating to trusts and the requirement to obtain an LEI. This communication is designed to provide clarity regarding LEIs and when an LEI is required for an Utmost International Isle of Man Limited bond that is held in trust	United Kingdom (UK)	Utmost International - IoM	Compliance and Risk Collateral (privacy notices/footers etc)		New Policy	We are frequently asked questions relating to trusts and the requirement to obtain an LEI. This communication is designed to provide clarity regarding LEIs and when an LEI is required for an Utmost International Isle of Man Limited bond that is held in trust Compliance and Risk Collateral (privacy notices/footers etc) Legal Entity Identifiers (LEI) UL PR 0149
UWS Technical Sales Briefing – The Residence Nil Rate Band	Technical briefing looking at the Residence Nil Rate Band and IHT planning – TSB.	United Kingdom (UK)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	Technical briefing looking at the Residence Nil Rate Band and IHT planning – TSB. Tax and regulatory Literature/technical sales aids and literature UWS Technical Sales Briefing – The Residence Nil Rate Band UL PR 0148
Budget Tracker Timeline from November 2025	UK Budget Tracker Timeline from November 2025	United Kingdom (UK)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	FOS		UK Budget Tracker Timeline from November 2025 Tax and regulatory Literature/technical sales aids and literature Budget Tracker Timeline from November 2025 UL PR 00487
Pay-By-Link Multi-Currency Bilingual English and Traditional Chinese	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited Hong Kong Branch client and pay regular premiums into your Executive Wealthbuilder Account, International Mortgage Account, Managed Account Plus, Managed Capital Account, Managed Pension Account, or Managed Savings Account, regardless of your current payment method, you can use the Pay-By-Link service.	Hong Kong (HK)	Utmost International - IoM	Operational Forms		Making a change to your policy, New Policy	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited Hong Kong Branch client and pay regular premiums into your Executive Wealthbuilder Account, International Mortgage Account, Managed Account Plus, Managed Capital Account, Managed Pension Account, or Managed Savings Account, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms Pay-By-Link Multi-Currency Bilingual English and Traditional Chinese UL PR 00451
Details of Telegraphic Transfers	This document includes the banking details for Utmost International Isle of Man Limited Hong Kong Branch	Hong Kong (HK)	Utmost International - IoM	Operational Forms	FOS	New Policy	This document includes the banking details for Utmost International Isle of Man Limited Hong Kong Branch Operational Forms Details of Telegraphic Transfers UL PR 00453
UIIOM Pay-By-Link Euro	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account inEuro, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, Middle East, Rest of the World, United Kingdom (UK)	Utmost International - IoM	Operational Forms	FOS	Making a change to your policy	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account inEuro, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UIIOM Pay-By-Link Euro UL PR 00439
UIIOM Pay-By-Link Pound Sterling	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account inPound Sterling, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, Middle East, Rest of the World, United Kingdom (UK)	Utmost International - IoM	Operational Forms	FOS	Making a change to your policy	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account inPound Sterling, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UIIOM Pay-By-Link Pound Sterling UL PR 00450
UIIOM Pay-By-Link Hong Kong Dollar	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums in Hong Kong Dollar, regardless of your current payment method, you can use the Pay-By-Link service to pay into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account.	Hong Kong (HK)	Utmost International - IoM	Operational Forms		Making a change to your policy	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums in Hong Kong Dollar, regardless of your current payment method, you can use the Pay-By-Link service to pay into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account. Operational Forms UIIOM Pay-By-Link Hong Kong Dollar UL PR 00437
Pay-By-Link US Dollar	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account inUS Dollar, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, Middle East, Rest of the World, United Kingdom (UK)	Utmost International - IoM	Operational Forms	FOS	Making a change to your policy	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account inUS Dollar, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms Pay-By-Link US Dollar UL PR 00438
Technical Sales Briefing – Corporate Investment into Offshore Bonds	Technical briefing looking at corporate investments into international bonds – TSB	United Kingdom (UK)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature		New Policy	Technical briefing looking at corporate investments into international bonds – TSB Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Corporate Investment into Offshore Bonds UL PR 0043
Utmost International Isle of Man Client Information and Change of Details Form	This form is intended for Utmost International Isle of Man Limited customers who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number.	Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK)	Utmost International - IoM	Operational Forms	FOS	Making a change to your policy	This form is intended for Utmost International Isle of Man Limited 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 Utmost International Isle of Man Client Information and Change of Details Form UL PR 00397
Technical Sales Briefing – Deficiency relief	Technical Sales Briefing – A technical briefing looking at Deficiency relief, how it is calculated and its effect on international bonds -TSB	United Kingdom (UK)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature		New Policy	Technical Sales Briefing – A technical briefing looking at Deficiency relief, how it is calculated and its effect on international bonds -TSB Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Deficiency relief UL PR 0040
Notifying us of a Bereavement	This document describes how to notify us of a death and what our certification requirements are in relation to Death Certificate and Grant of Probate.This document is issued by Utmost International Isle of Man and is only relevant to UK resident individuals.	United Kingdom (UK)	Utmost International - IoM	Operational Forms		Making a change to your policy	This document describes how to notify us of a death and what our certification requirements are in relation to Death Certificate and Grant of Probate.This document is issued by Utmost International Isle of Man and is only relevant to UK resident individuals. Operational Forms Notifying us of a Bereavement UL PR 00377
Know Your Client – Source of Funding and Verification of Identity	This form is issued by Utmost International Isle of Man and should be completed by all clients, trustees and corporate clients, where an application form does not already contain both a source of funding and verification of customer identity section.	Europe Expat, Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK)	Utmost International - IoM	Operational Forms	FOS	New Policy	This form is issued by Utmost International Isle of Man and should be completed by all clients, trustees and corporate clients, where an application form does not already contain both a source of funding and verification of customer identity section. Operational Forms Know Your Client – Source of Funding and Verification of Identity UL PR 00391
Transferring Ownership of a Bond UIIOM	Transferring Ownership of a Bond – Assignments and Policy Splits (UIIOM).	United Kingdom (UK)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	FOS	Making a change to your policy	Transferring Ownership of a Bond – Assignments and Policy Splits (UIIOM). Tax and regulatory Literature/technical sales aids and literature Transferring Ownership of a Bond UIIOM UL PR 00365
Technical Sales Briefing – Tax Planning Using Bonds: ‘One-off Withdrawals’	Technical briefing looking at offshore bond and one-off withdrawals – TSB	United Kingdom (UK)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	Technical briefing looking at offshore bond and one-off withdrawals – TSB Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Tax Planning Using Bonds: ‘One-off Withdrawals’ UL PR 0037
UIIOM Strength and Stability Brochure (Investor Protection)	UIIOM Strength and Stability Brochure (Investor Protection – Intermediary version)	Hong Kong (HK), Rest of the World, United Kingdom (UK)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	FOS	Addition to your Policy, Making a change to your policy, New Policy	UIIOM Strength and Stability Brochure (Investor Protection – Intermediary version) Tax and regulatory Literature/technical sales aids and literature UIIOM Strength and Stability Brochure (Investor Protection) UL PR 00364
Technical Sales Briefing – Tax Planning Using Bonds – Additional Investments	This technical briefing is part of a series intended to shine a light on various areas of overseas single premium bond taxation from the point of view of a UK resident investor.	United Kingdom (UK)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This technical briefing is part of a series intended to shine a light on various areas of overseas single premium bond taxation from the point of view of a UK resident investor. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Tax Planning Using Bonds – Additional Investments UL PR 0036
A Guide to Online Dealing	A Guide to Online Dealing	United Kingdom (UK)	Utmost International - IoM	Investment literature/Strategies	FOS	Making a change to your policy	A Guide to Online Dealing Investment literature/Strategies A Guide to Online Dealing UL PR 00344
Terms of Appointment of Investment Adviser	This document explains the terms of appointing an Investment Adviser.	United Kingdom (UK)	Utmost International - IoM	Operational Forms	FOS	New Policy	This document explains the terms of appointing an Investment Adviser. Operational Forms Terms of Appointment of Investment Adviser UL PR 00350
Technical Sales Briefing – Utmost International Isle of Man Limited Bank Assignments	This technical briefing has been designed to provide clarity with respect to bank ‘assignments’ and the processes we follow at Utmost International Isle of Man Limited	United Kingdom (UK)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature		New Policy	This technical briefing has been designed to provide clarity with respect to bank ‘assignments’ and the processes we follow at Utmost International Isle of Man Limited Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Utmost International Isle of Man Limited Bank Assignments UL PR 0032
Assignment of Policy for Surrender Form	This Assignment and Surrender Form can be used for assigning of policies for immediate surrender.	United Kingdom (UK)	Utmost International - IoM	Operational Forms	FOS	Making a change to your policy, Surrender or Claim	This Assignment and Surrender Form can be used for assigning of policies for immediate surrender. Operational Forms Assignment of Policy for Surrender Form UL PR 00334
Technical Sales Briefing – Assignment of Bond to DGT and IHT Planning	This Technical Sales Briefing looks at an area of overseas single premium bond taxation from the point of view of a UK resident investor.	United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This Technical Sales Briefing looks at an area of overseas single premium bond taxation from the point of view of a UK resident investor. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Assignment of Bond to DGT and IHT Planning UL PR 00318
Utmost International Isle of Man Limited – Corporate Infographic – English	Utmost International Isle of Man Who We Are	Hong Kong (HK), Middle East, Rest of the World, Singapore (SG), United Kingdom (UK)	Utmost International - IoM	Product Guides/Brochures/Snapshots and Training Materials	FOS	New Policy	Utmost International Isle of Man Who We Are Product Guides/Brochures/Snapshots and Training Materials Utmost International Isle of Man Limited – Corporate Infographic – English UL PR 00305
Technical Sales Briefing – Danger of Using Partial Surrenders	Technical Sales Briefing – Danger of using partial surrenders – TSB	United Kingdom (UK)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature		New Policy	Technical Sales Briefing – Danger of using partial surrenders – TSB Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Danger of Using Partial Surrenders UL PR 0030
Change of Bank Details	This form can be used to request and change bank details from clients for Utmost International Isle of Man and Utmost PanEurope polices.	United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	FOS	New Policy	This form can be used to request and change bank details from clients for Utmost International Isle of Man and Utmost PanEurope polices. Operational Forms Change of Bank Details UL PR 00303
Utmost International – Privacy Notice	Details about how we use your information, your rights over how we use this information and how you can exercise your rights.	Rest of the World	Utmost International - IoM	Compliance and Risk Collateral (privacy notices/footers etc)	FOS	New Policy	Details about how we use your information, your rights over how we use this information and how you can exercise your rights. Compliance and Risk Collateral (privacy notices/footers etc) Utmost International – Privacy Notice UL BR 0004
Utmost International Isle of Man – A proud history with a bright future	Marketing Collateral Utmost International Isle of Man – A proud history with a bright future UL \| 25190		Utmost International - IoM	Marketing Collateral	FOS		Marketing Collateral Utmost International Isle of Man – A proud history with a bright future UL \| 25190
Protecting Your Identity	This leaflet provides advice on protecting yourself against identity theft and fraud and what to do if you become a victim of these crimes.For products formerly Scottish Mutual International.		Utmost PanEurope	Operational Forms		New Policy	This leaflet provides advice on protecting yourself against identity theft and fraud and what to do if you become a victim of these crimes.For products formerly Scottish Mutual International. Operational Forms Protecting Your Identity UIC PR 00191
Guide to further requirements for Corporates Policies	This document details some extra supporting documents we may require for Corporates Policies.For products formerly branded Phoenix Life guide to further requirements for Corporates Policies.		Utmost PanEurope	Operational Forms		New Policy	This document details some extra supporting documents we may require for Corporates Policies.For products formerly branded Phoenix Life guide to further requirements for Corporates Policies. Operational Forms Guide to further requirements for Corporates Policies UIC PR 00195
Switch Instruction form	This Switch Instruction Form outlines the bond switch details along with the bond owners, both personal and corporate investors.For products formerly Scottish Mutual International.		Utmost PanEurope	Operational Forms		Making a change to your policy	This Switch Instruction Form outlines the bond switch details along with the bond owners, both personal and corporate investors.For products formerly Scottish Mutual International. Operational Forms Switch Instruction form UIC PR 00189
Retirement Benefits Plan – Withdrawal Form	This is a list of several options in relation to the accrued pension benefits.This form is used with a small number of older products.		Utmost PanEurope	Operational Forms		Surrender or Claim	This is a list of several options in relation to the accrued pension benefits.This form is used with a small number of older products. Operational Forms Retirement Benefits Plan – Withdrawal Form UIC PR 00187
Retirement Request Form – Personal Pension Plans	This retirement request form includes a list of options available on retirement and discharge for non-pension payments.This form is used with a small number of older products.		Utmost PanEurope	Operational Forms		Making a change to your policy	This retirement request form includes a list of options available on retirement and discharge for non-pension payments.This form is used with a small number of older products. Operational Forms Retirement Request Form – Personal Pension Plans UIC PR 00188
Executive Pension Request to Transfer to an Approved Retirement Fund	Request to transfer the fund or part of the fund accrued under the scheme or scheme(s) in respect of the Member’s retirement benefits to an approved retirement fund.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Operational Forms	FOS	Making a change to your policy	Request to transfer the fund or part of the fund accrued under the scheme or scheme(s) in respect of the Member’s retirement benefits to an approved retirement fund. Operational Forms Executive Pension Request to Transfer to an Approved Retirement Fund UIC PR 00185
Retirement Benefits Plan – Retirement Advice Form	This form is intended to allow the Trustees to indicate the required benefits for the retiring employee, provide details and authorise the payment of benefits.This form is used with a small number of older products.		Utmost PanEurope	Operational Forms		Surrender or Claim	This form is intended to allow the Trustees to indicate the required benefits for the retiring employee, provide details and authorise the payment of benefits.This form is used with a small number of older products. Operational Forms Retirement Benefits Plan – Retirement Advice Form UIC PR 00186
Overseas Transfer Declaration	Declaration form to confirm that the transfer request conforms to the requirements of the Occupational Pension Schemes and Personal Retirement Savings Accounts and is for bona fide purpose.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Operational Forms	FOS	Making a change to your policy	Declaration form to confirm that the transfer request conforms to the requirements of the Occupational Pension Schemes and Personal Retirement Savings Accounts and is for bona fide purpose. Operational Forms Overseas Transfer Declaration UIC PR 00183
Permanent Health Insurance Claim Form	Permanent health insurance claim form to request the health details of the life assured and consent to Utmost PanEurope dac seeking and processing information in order to be able to process this claim.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Operational Forms	FOS	Surrender or Claim	Permanent health insurance claim form to request the health details of the life assured and consent to Utmost PanEurope dac seeking and processing information in order to be able to process this claim. Operational Forms Permanent Health Insurance Claim Form UIC PR 00184
Lapse Value Claim Form	Lapse Value Claim Form to claim the cash in value of the policy at the date of lapse together with late payment interest in full and final settlement of the policy.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Operational Forms	FOS	Surrender or Claim	Lapse Value Claim Form to claim the cash in value of the policy at the date of lapse together with late payment interest in full and final settlement of the policy. Operational Forms Lapse Value Claim Form UIC PR 00180
Lost Deed of Assignment, Trust and Indemnity Declaration	Issued by Utmost PanEurope dac to allow policy owner to declare the loss of Deed of Assignment and/or Trust Deed and to provide Utmost PanEurope with an indemnity.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Trust Literature	FOS	Making a change to your policy	Issued by Utmost PanEurope dac to allow policy owner to declare the loss of Deed of Assignment and/or Trust Deed and to provide Utmost PanEurope with an indemnity. Trust Literature Lost Deed of Assignment, Trust and Indemnity Declaration UIC PR 00181
Full Encashment Request Form	This form is used to request full encashment. Please note the encashment value will be based on the date of receipt of all requirements and payable to the individual who according to Utmost PanEurope dac’s records is entitled to receive it.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Operational Forms	FOS	Surrender or Claim	This form is used to request full encashment. Please note the encashment value will be based on the date of receipt of all requirements and payable to the individual who according to Utmost PanEurope dac’s records is entitled to receive it. Operational Forms Full Encashment Request Form UIC PR 00179
Declaration of Health	This Medical Questionnaire needs to be completed to consent to Utmost PanEurope dac seeking and processing medical information at any time as this application will form the basis of the contract with Utmost PanEurope dac.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Operational Forms	FOS	New Policy	This Medical Questionnaire needs to be completed to consent to Utmost PanEurope dac seeking and processing medical information at any time as this application will form the basis of the contract with Utmost PanEurope dac. Operational Forms Declaration of Health UIC PR 00178
Benefit Crystallisation Events Declaration	This Declaration should be completed and given to the administrator of the pension arrangement prior to the payment of any benefits from that arrangement.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Operational Forms	FOS	New Policy	This Declaration should be completed and given to the administrator of the pension arrangement prior to the payment of any benefits from that arrangement. Operational Forms Benefit Crystallisation Events Declaration UIC PR 00173
Declaration of Continued Good Health	Declaration form to provide details regarding your health situation or any medical conditions while consenting to Utmost PanEurope dac seeking and processing medical information at any time in order to process your claims.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Operational Forms	FOS	New Policy	Declaration form to provide details regarding your health situation or any medical conditions while consenting to Utmost PanEurope dac seeking and processing medical information at any time in order to process your claims. Operational Forms Declaration of Continued Good Health UIC PR 00176
Switch Instruction Form	This Switch Instruction Form can be used to capture the bond switch details along with the bond owners for both personal and corporate investors.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Operational Forms	FOS	Making a change to your policy	This Switch Instruction Form can be used to capture the bond switch details along with the bond owners for both personal and corporate investors. Operational Forms Switch Instruction Form UIC PR 00170
Benefit Crystallisation Events Declaration	This Declaration should be completed and given to the administrator of the pension arrangement prior to the payment of any benefits from that arrangement.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Operational Forms	FOS	New Policy	This Declaration should be completed and given to the administrator of the pension arrangement prior to the payment of any benefits from that arrangement. Operational Forms Benefit Crystallisation Events Declaration UIC PR 00172
Surrender Request Form	Surrender Request Form outlining the bond surrender details along with the bond owners, both personal and corporate investors. Also, any other surrender instructions, such as payment details.For products formerly Scottish Mutual International.		Utmost PanEurope	Operational Forms	FOS	Surrender or Claim	Surrender Request Form outlining the bond surrender details along with the bond owners, both personal and corporate investors. Also, any other surrender instructions, such as payment details.For products formerly Scottish Mutual International. Operational Forms Surrender Request Form UIC PR 00169
Regular Withdrawal Request Form	The Regular Withdrawal Request Form outlines the bond withdrawal details along with the bond owners, both personal and corporate investors.For products formerly Scottish Mutual International.		Utmost PanEurope	Operational Forms	FOS	Surrender or Claim	The Regular Withdrawal Request Form outlines the bond withdrawal details along with the bond owners, both personal and corporate investors.For products formerly Scottish Mutual International. Operational Forms Regular Withdrawal Request Form UIC PR 00164
Deed of Assignment	For Products formerly Scottish Mutual International this form has only been designed for life policies and trust forms.		Utmost PanEurope	Trust Literature		New Policy	For Products formerly Scottish Mutual International this form has only been designed for life policies and trust forms. Trust Literature Deed of Assignment UIC PR 00162
Deed of Appointment of Trustee	Deed of appointment of a new Trustee/ removal or resignation of a Trustee in relation to a small number of older products. This form must be signed by all Trustees whether being appointed, continuing, removed or resigning.		Utmost PanEurope	Trust Literature		New Policy	Deed of appointment of a new Trustee/ removal or resignation of a Trustee in relation to a small number of older products. This form must be signed by all Trustees whether being appointed, continuing, removed or resigning. Trust Literature Deed of Appointment of Trustee UIC PR 00160
Deed of Appointment (Flexible Gift or Pension Discretionary Trust)	Deed of appointment of a share to/revocation of a share of a beneficiary in a flexible gift or pension discretionary trust in relation to a small number of older products.		Utmost PanEurope	Trust Literature		New Policy	Deed of appointment of a share to/revocation of a share of a beneficiary in a flexible gift or pension discretionary trust in relation to a small number of older products. Trust Literature Deed of Appointment (Flexible Gift or Pension Discretionary Trust) UIC PR 00161
Declaration of Loss of Plan Schedule	For Products formerly Scottish Mutual International this form is used to declare the loss of Plan Schedule and any owners of the bond, both personal and corporate investors.	Germany (DE)	Utmost PanEurope	Operational Forms	FOS	Making a change to your policy, Surrender or Claim	For Products formerly Scottish Mutual International this form is used to declare the loss of Plan Schedule and any owners of the bond, both personal and corporate investors. Operational Forms Declaration of Loss of Plan Schedule UIC PR 00158
Appointment of Fund Adviser Form	For Products formerly Scottish Mutual International Fund Adviser Form used to request the appointment of a Fund Adviser to the contract.		Utmost PanEurope	Operational Forms		New Policy	For Products formerly Scottish Mutual International Fund Adviser Form used to request the appointment of a Fund Adviser to the contract. Operational Forms Appointment of Fund Adviser Form UIC PR 00155
Dealing Instructions Form	This form is used for dealing instructions carried out wherever possible, at the next available price immediately following receipt by Utmost PanEurope dac of these duly completed instructions.		Utmost PanEurope	Operational Forms		Making a change to your policy	This form is used for dealing instructions carried out wherever possible, at the next available price immediately following receipt by Utmost PanEurope dac of these duly completed instructions. Operational Forms Dealing Instructions Form UIC PR 00156
Legal Entity Identifier Notice – Utmost PanEurope dac	Legal Entity Identifier Notice – Utmost PanEurope dac.	United Kingdom (UK)	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature		New Policy	Legal Entity Identifier Notice – Utmost PanEurope dac. Tax and regulatory Literature/technical sales aids and literature Legal Entity Identifier Notice – Utmost PanEurope dac UI PR 0031
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’	Europe Expat, European Union (EU), Finland (FI), France (FR), Hong Kong (HK), Italy (IT), Middle East, Monaco (MC), Portugal (PT), Rest of the World, Singapore (SG), Spain (ES), Sweden (SE), Switzerland (CH), United Kingdom (UK)	Utmost Wealth Solutions Utmost Worldwide	Compliance and Risk Collateral (privacy notices/footers etc)	FOS	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
Multi-Product Nomination of External Manager or Custodian	This form can be used to nominate or replace an External Manager or Custodian.This is not for use with former Quilter products.	United Kingdom (UK)	Utmost International - IoM	Operational Forms	FOS	Making a change to your policy, New Policy	This form can be used to nominate or replace an External Manager or Custodian.This is not for use with former Quilter products. Operational Forms Multi-Product Nomination of External Manager or Custodian IOM PR 0110
Utmost Isle of Man Limited With Profits Fund series 3, 4 and 5 in Pound sterling, US dollar and Euro	The Utmost Unit-linked With Profits Fund is wholly invested into the Aviva With-Profits Sub-Fund. This update is designed to give you information about how your investment is performing.	United Kingdom (UK)	Utmost International - IoM	Investment literature/Strategies	FOS	New Policy	The Utmost Unit-linked With Profits Fund is wholly invested into the Aviva With-Profits Sub-Fund. This update is designed to give you information about how your investment is performing. Investment literature/Strategies Utmost Isle of Man Limited With Profits Fund series 3, 4 and 5 in Pound sterling, US dollar and Euro IOM PR 0104
Technical Sales Briefing – Calculating and Reporting Periodic Charges	Many years have now passed since the changes to the relevant property regime back in 2006 and trustees will need to be aware of their responsibility in assessing whether a charge to inheritance tax (IHT) is due in respect of policies written subject to discretionary trusts issued post 21 March 2006.This Technical Sales Briefing has been designed to explain the ten yearly periodic charge which could be applicable to such policies. It also clarifies the reporting requirements for trustees, what information they will require and looks at what Utmost International Isle of Man Limited will be doing to support settlors, trustees and advisers in this process.	United Kingdom (UK)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	FOS	Making a change to your policy	Many years have now passed since the changes to the relevant property regime back in 2006 and trustees will need to be aware of their responsibility in assessing whether a charge to inheritance tax (IHT) is due in respect of policies written subject to discretionary trusts issued post 21 March 2006.This Technical Sales Briefing has been designed to explain the ten yearly periodic charge which could be applicable to such policies. It also clarifies the reporting requirements for trustees, what information they will require and looks at what Utmost International Isle of Man Limited will be doing to support settlors, trustees and advisers in this process. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Calculating and Reporting Periodic Charges IOM PR 0100
Application Form for Additional Single Premium Investment for Trustee and Corporate Trustee Applicants	Application Form for Trustee and Corporate Trustee Applicants who wish to apply for Additional Single Premium Investment with Utmost International Isle of Man.	United Kingdom (UK)	Utmost International - IoM	Application Form		Making a change to your policy	Application Form for Trustee and Corporate Trustee Applicants who wish to apply for Additional Single Premium Investment with Utmost International Isle of Man. Application Form Application Form for Additional Single Premium Investment for Trustee and Corporate Trustee Applicants IOM PR 0081
Discounted Gift Trust – Absolute Trust	This Trust Deed is to be used to convert an existing Evolution bond into a Discounted Gift Trust	United Kingdom (UK)	Utmost International - IoM	Trust Literature	FOS	Making a change to your policy	This Trust Deed is to be used to convert an existing Evolution bond into a Discounted Gift Trust Trust Literature Discounted Gift Trust – Absolute Trust IOM PR 0074
Discounted gift trust – discretionary trust	This Trust Deed is designed to be used only with pre-existing Evolution bonds, which meet the necessary criteria for conversion to a Discounted Gift Trust arrangement. This Trust Deed should be used alongside the Discounted Gift Trust Supplementary Application Form. Please speak to your financial adviser for details.	United Kingdom (UK)	Utmost International - IoM	Trust Literature	FOS	Making a change to your policy	This Trust Deed is designed to be used only with pre-existing Evolution bonds, which meet the necessary criteria for conversion to a Discounted Gift Trust arrangement. This Trust Deed should be used alongside the Discounted Gift Trust Supplementary Application Form. Please speak to your financial adviser for details. Trust Literature Discounted gift trust – discretionary trust IOM PR 0073
Terms of Business and Application Form for Intermediaries	These Terms of Business regulate the relationship between Utmost International Isle of Man Limited and the Intermediary.	United Kingdom (UK)	Utmost International - IoM	Operational Forms	FOS	New Policy	These Terms of Business regulate the relationship between Utmost International Isle of Man Limited and the Intermediary. Operational Forms Terms of Business and Application Form for Intermediaries IOM PR 0058
Nomination of Investment Adviser – Utmost International Isle of Man	Please use this form to nominate an investment adviser.This form is not for use with form Quilter International policies.	United Kingdom (UK)	Utmost International - IoM	Operational Forms		Making a change to your policy	Please use this form to nominate an investment adviser.This form is not for use with form Quilter International policies. Operational Forms Nomination of Investment Adviser – Utmost International Isle of Man IOM PR 0057
Appointment of Financial Adviser – Utmost International Isle of Man	Please use this form to appointment a financial adviser.	United Kingdom (UK)	Utmost International - IoM	Operational Forms	FOS	Making a change to your policy	Please use this form to appointment a financial adviser. Operational Forms Appointment of Financial Adviser – Utmost International Isle of Man IOM PR 0032
Online dealing access authorisation form for clients	This form provides access for UK investment advisers to place deals online	United Kingdom (UK)	Utmost International - IoM	Operational Forms	FOS		This form provides access for UK investment advisers to place deals online Operational Forms Online dealing access authorisation form for clients IOM PR 0034
Deed appointing additional trustee(s)	This draft deed is provided for the consideration of the parties and their legal advisers only.This deed should be completed when the Settlor(s), in accordance with the terms of the of the trust, has the power to appoint trustees.	United Kingdom (UK)	Utmost International - IoM	Trust Literature		New Policy	This draft deed is provided for the consideration of the parties and their legal advisers only.This deed should be completed when the Settlor(s), in accordance with the terms of the of the trust, has the power to appoint trustees. Trust Literature Deed appointing additional trustee(s) IOM PR 0029
UWS Multi-Product Withdrawal and Surrender Form	This form should only be used for surrender or withdrawal requests from products designed forUtmost International Isle of Man Limited within the UK market or for any product where the policyholder is now UK resident.	United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	FOS	Surrender or Claim	This form should only be used for surrender or withdrawal requests from products designed forUtmost International Isle of Man Limited within the UK market or for any product where the policyholder is now UK resident. Operational Forms UWS Multi-Product Withdrawal and Surrender Form IOM PR 0027
Dealing Account Overdraft Clearance Instruction Form	Please use this form to inform Utmost on what actions you would like to take in order to clear your overdraft.	United Kingdom (UK)	Utmost International - IoM	Operational Forms		Making a change to your policy	Please use this form to inform Utmost on what actions you would like to take in order to clear your overdraft. Operational Forms Dealing Account Overdraft Clearance Instruction Form IOM PR 0021
Deed of retirement of trustees for trusts where the settlor has power of appointment	This draft deed is provided for the consideration of the parties and their legal adviser only.	United Kingdom (UK)	Utmost International - IoM	Trust Literature		Making a change to your policy	This draft deed is provided for the consideration of the parties and their legal adviser only. Trust Literature Deed of retirement of trustees for trusts where the settlor has power of appointment IOM PR 0020
Assignment of Policies Form	This form should be used for assigning ownership of segments to an individual including slitting out segments to from a new bond.This is not for use with exQuilter policies.	United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	FOS	Making a change to your policy	This form should be used for assigning ownership of segments to an individual including slitting out segments to from a new bond.This is not for use with exQuilter policies. Operational Forms Assignment of Policies Form IOM PR 0015
Investor Declaration – UK Products	For Utmost International Isle of Man Limited policies within the UK market. You must read and sign this Declaration if you wish to link your bond to unregulated collective investment schemes and certain close substitutes, together known as non-mainstream pooled investments, which are investments that are generally restricted to sophisticated investors and high net worth individuals.	United Kingdom (UK)	Utmost International - IoM	Operational Forms	FOS	Making a change to your policy	For Utmost International Isle of Man Limited policies within the UK market. You must read and sign this Declaration if you wish to link your bond to unregulated collective investment schemes and certain close substitutes, together known as non-mainstream pooled investments, which are investments that are generally restricted to sophisticated investors and high net worth individuals. Operational Forms Investor Declaration – UK Products IOM PR 0011
Investment Switch Request Form	This form should be used for policies that are invested within Guided Architecture only.	United Kingdom (UK)	Utmost International - IoM	Operational Forms		Making a change to your policy	This form should be used for policies that are invested within Guided Architecture only. Operational Forms Investment Switch Request Form IOM PR 0012
Utmost International Isle of Man Limited Complaints Procedure	This document details our complaints procedure.	United Kingdom (UK)	Utmost International - IoM	Guides and Supporting Documents	FOS	New Policy	This document details our complaints procedure. Guides and Supporting Documents Utmost International Isle of Man Limited Complaints Procedure IOM PR 0001
Deed of Appointment of Additional Trustee (Trustees have Power of Appointment)	This draft deed is provided for the consideration of the parties and their legal advisers only. This deed should only be used where the Trustees have power of appointment. If the settlor has power of appointment, this deed will be invalid.	United Kingdom (UK)	Utmost Wealth Solutions	Trust Literature	FOS	New Policy	This draft deed is provided for the consideration of the parties and their legal advisers only. This deed should only be used where the Trustees have power of appointment. If the settlor has power of appointment, this deed will be invalid. Trust Literature Deed of Appointment of Additional Trustee (Trustees have Power of Appointment) AWI PR 0203
Deed of Retirement of trustee form	Deed of Retirement of trustee form for trusts where the trustees have power of appointment of new trustees	United Kingdom (UK)	Utmost Wealth Solutions	Trust Literature		Making a change to your policy	Deed of Retirement of trustee form for trusts where the trustees have power of appointment of new trustees Trust Literature Deed of Retirement of trustee form AWI PR 0218
Loan Trust	Discretionary Trust Deed and Loan Agreement	United Kingdom (UK)	Utmost Wealth Solutions	Trust Literature	FOS	New Policy	Discretionary Trust Deed and Loan Agreement Trust Literature Loan Trust AWI PR 0196
Loan Trust Waiver	Loan Trust Waiver for Absolute and Discretionary Loan Trusts	United Kingdom (UK)	Utmost Wealth Solutions	Trust Literature		New Policy	Loan Trust Waiver for Absolute and Discretionary Loan Trusts Trust Literature Loan Trust Waiver AWI PR 0197
Discretionary Trust	The Trust Deed may be used by a single Settlor (or joint Settlors) who wishes to place a new or existing bond into a Discretionary Trust and where the investment is with Utmost International Isle of Man Limited or Utmost PanEurope dac.	United Kingdom (UK)	Utmost Wealth Solutions	Trust Literature	FOS	New Policy	The Trust Deed may be used by a single Settlor (or joint Settlors) who wishes to place a new or existing bond into a Discretionary Trust and where the investment is with Utmost International Isle of Man Limited or Utmost PanEurope dac. Trust Literature Discretionary Trust AWI PR 0194
UWS Probate absolute trust deed	This Trust Deed can be used when the Donor wants to take out a new policy or transfer an existing policy into Trust.	United Kingdom (UK)	Utmost Wealth Solutions	Trust Literature	FOS	New Policy	This Trust Deed can be used when the Donor wants to take out a new policy or transfer an existing policy into Trust. Trust Literature UWS Probate absolute trust deed AWI PR 0195
Absolute Trust – Donor cannot be a Beneficiary	The Trust Deed may be used by a single Donor or joint Donors, who wish to place a new or existing bond into an Absolute Trust and where the initial investment is with Utmost International Isle of Man Limited or Utmost PanEurope dac.	United Kingdom (UK)	Utmost Wealth Solutions	Trust Literature	FOS	New Policy	The Trust Deed may be used by a single Donor or joint Donors, who wish to place a new or existing bond into an Absolute Trust and where the initial investment is with Utmost International Isle of Man Limited or Utmost PanEurope dac. Trust Literature Absolute Trust – Donor cannot be a Beneficiary AWI PR 0193
UIIOM Investor Protection Brochure	This guide describes certain aspects of the legal and regulatory framework applicable to Utmost International Isle of Man Limited, created in order to safeguard policyholders through effective governance, risk management and oversight related to insurer financial strength and solvency.	United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This guide describes certain aspects of the legal and regulatory framework applicable to Utmost International Isle of Man Limited, created in order to safeguard policyholders through effective governance, risk management and oversight related to insurer financial strength and solvency. Tax and regulatory Literature/technical sales aids and literature UIIOM Investor Protection Brochure AWI PR 0032
UWS Loan Trust – A FAQ for Financial Advisers	This is a technical FAQ document about loan trusts for financial advisers.	United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This is a technical FAQ document about loan trusts for financial advisers. Tax and regulatory Literature/technical sales aids and literature UWS Loan Trust – A FAQ for Financial Advisers AWI PR 0030
Utmost Wealth Solutions Loan Trust Guide	This guide focuses on some of the common benefits and issues associated with the use of the Loan Trust together with an investment bond.	United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	Making a change to your policy, New Policy	This guide focuses on some of the common benefits and issues associated with the use of the Loan Trust together with an investment bond. Tax and regulatory Literature/technical sales aids and literature Utmost Wealth Solutions Loan Trust Guide AWI PR 0031
Adviser Charge Summary	This is a guide to the terminology we use when it comes to adviser charging.	United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This is a guide to the terminology we use when it comes to adviser charging. Tax and regulatory Literature/technical sales aids and literature Adviser Charge Summary AWI PR 0029
Technical Sales Briefing – Cash Forecasting – Making Bond Cash Management Easier	This document explains the process for Utmost International Isle of Man Limited’s Evolution and Estate Planning Bond and Utmost PanEurope dac’s Selection, Delegation and Generation Planning Bond.	United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This document explains the process for Utmost International Isle of Man Limited’s Evolution and Estate Planning Bond and Utmost PanEurope dac’s Selection, Delegation and Generation Planning Bond. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Cash Forecasting – Making Bond Cash Management Easier AWI PR 0028
Loan trust – deed of appointment of additional trustee	For use with Utmost Wealth Solutions Loan Trust arrangements under which the trustees have the power to appoint new trustees	United Kingdom (UK)	Utmost Wealth Solutions	Trust Literature		Making a change to your policy	For use with Utmost Wealth Solutions Loan Trust arrangements under which the trustees have the power to appoint new trustees Trust Literature Loan trust – deed of appointment of additional trustee AWI PR 0022
Loan Trust – Deed of Retirement of Trustees	For use with Loan Trust arrangements only where the continuing trustees wish to release the retiring trustees(s) from their obligations under the Trust and Loan Agreement	United Kingdom (UK)	Utmost Wealth Solutions	Trust Literature		Making a change to your policy	For use with Loan Trust arrangements only where the continuing trustees wish to release the retiring trustees(s) from their obligations under the Trust and Loan Agreement Trust Literature Loan Trust – Deed of Retirement of Trustees AWI PR 0023
Specimen Deed of Appointment of an Absolute Beneficial Interest Under Trust	This deed is designed to be used immediately before the chosen segments are surrendered, using a Withdrawal or Surrender Form.	United Kingdom (UK)	Utmost Wealth Solutions	Trust Literature		Making a change to your policy	This deed is designed to be used immediately before the chosen segments are surrendered, using a Withdrawal or Surrender Form. Trust Literature Specimen Deed of Appointment of an Absolute Beneficial Interest Under Trust AWI PR 0017
Utmost Wealth Solutions Guide to Trusts	This guide focuses on some of the issues that may arise when using an Utmost Wealth Solutions trust together with an investment bond.	United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	FOS	New Policy	This guide focuses on some of the issues that may arise when using an Utmost Wealth Solutions trust together with an investment bond. Tax and regulatory Literature/technical sales aids and literature Utmost Wealth Solutions Guide to Trusts AWI PR 0019
Utmost International Isle of Man Limited Sterling Deposit Rates	Utmost International Isle of Man Limited Sterling Deposit Rates Indication Sheet	United Kingdom (UK)	Utmost International - IoM	Investment literature/Strategies	FOS		Utmost International Isle of Man Limited Sterling Deposit Rates Indication Sheet Investment literature/Strategies Utmost International Isle of Man Limited Sterling Deposit Rates AWI PR 0016
Trust proposition tree	This document details our trust proposition tree.	United Kingdom (UK)	Utmost Wealth Solutions	Trust Literature	FOS	Making a change to your policy, New Policy	This document details our trust proposition tree. Trust Literature Trust proposition tree AWI PR 0014
Lost Policy Declaration	Please use this form to declare that your Utmost International Isle of Man Limited policy is lost.	United Kingdom (UK)	Utmost International - IoM	Operational Forms	FOS	Making a change to your policy	Please use this form to declare that your Utmost International Isle of Man Limited policy is lost. Operational Forms Lost Policy Declaration AWI PR 0011
Education Fees Planning Case Study	This document informs clients how they can plan to pay their grandchildren’s education fees	Europe Expat, United Kingdom (UK)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	FOS	Making a change to your policy	This document informs clients how they can plan to pay their grandchildren’s education fees Tax and regulatory Literature/technical sales aids and literature Education Fees Planning Case Study AWI PR 0008
Utmost International Trustee Solutions Limited – Appointment of Trustee Form	Please use this form to inform Utmost of who you would like to appoint as a Trustee.	United Kingdom (UK)	Utmost International Trustee Solutions Limited	Trust Literature	FOS	Making a change to your policy	Please use this form to inform Utmost of who you would like to appoint as a Trustee. Trust Literature Utmost International Trustee Solutions Limited – Appointment of Trustee Form ATS PR 0004
Online Dealing Access Authorisation Form for Investment Advisers	Online Dealing Access Authorisation Form for Investment Advisers for Utmost PanEurope dac.	United Kingdom (UK)	Utmost PanEurope	Operational Forms	FOS	New Policy	Online Dealing Access Authorisation Form for Investment Advisers for Utmost PanEurope dac. Operational Forms Online Dealing Access Authorisation Form for Investment Advisers ALE PR 0067
Utmost International Trustee Solutions – A Guide to our Services	This guide explains how Utmost International Trustee Solutions Limited could help clients and their beneficiaries.	United Kingdom (UK)	Utmost International Trustee Solutions Limited	Trust Literature	FOS	New Policy	This guide explains how Utmost International Trustee Solutions Limited could help clients and their beneficiaries. Trust Literature Utmost International Trustee Solutions – A Guide to our Services ATS PR 0001
Utmost PanEurope Online Dealing Access Authorisation Form	Online Dealing Access Authorisation Form for Policyholders for Utmost PanEurope dac.This is not suitable for Corporate or Trust cases.	United Kingdom (UK)	Utmost PanEurope	Operational Forms	FOS	New Policy	Online Dealing Access Authorisation Form for Policyholders for Utmost PanEurope dac.This is not suitable for Corporate or Trust cases. Operational Forms Utmost PanEurope Online Dealing Access Authorisation Form ALE PR 0066

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