Document Library

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Regime: FOS

Product: Focus - International

Documents

Title	Description	Insurer	Market	Asset Type	Language	Process	Excerpt
Regular Premium Increase and Single Premium Top-Up Request Form (International)	This form should be used were you want to request a regular premium increase or a single premium top-up on your unit-linked Plan (international)	Rest of the World	Utmost Worldwide	Operational Forms	English (EN)	Making a change to your policy	This form should be used were you want to request a regular premium increase or a single premium top-up on your unit-linked Plan (international) Operational Forms Regular Premium Increase and Single Premium Top-Up Request Form (International) UWWS PR 00099
US Person Declaration Form (International)	This form should be used where you are a non-US resident US Person wishing to buy or increase the investment in your Plan (International)	Rest of the World	Utmost Worldwide	Operational Forms	English (EN)	Making a change to your policy, New Policy	This form should be used where you are a non-US resident US Person wishing to buy or increase the investment in your Plan (International) Operational Forms US Person Declaration Form (International) UWWS PR 00090
FOCUS Life Plan Key Features Document (International)	Focus Life Plan Key Features Document (International). This document will help you to understand the key features of Focus Life Plan.	Rest of the World	Utmost Worldwide	Right to Change Your Mind Forms and guides/KFD	English (EN)	New Policy	Focus Life Plan Key Features Document (International). This document will help you to understand the key features of Focus Life Plan. Right to Change Your Mind Forms and guides/KFD FOCUS Life Plan Key Features Document (International) UWWS PR 00082
Focus Capital Redemption Plan Product Technical Brochure (International)	Focus Capital Redemption Plan Product Technical Brochure (International)		Utmost Worldwide	Product Guides/Brochures/Snapshots and Training Materials	English (EN)		Focus Capital Redemption Plan Product Technical Brochure (International) Product Guides/Brochures/Snapshots and Training Materials Focus Capital Redemption Plan Product Technical Brochure (International) UWWS PR 00081
Focus Life Plan Product Technical Brochure (International)	Focus Life Plan Product Technical Brochure (International)		Utmost Worldwide	Product Guides/Brochures/Snapshots and Training Materials	English (EN)		Focus Life Plan Product Technical Brochure (International) Product Guides/Brochures/Snapshots and Training Materials Focus Life Plan Product Technical Brochure (International) UWWS PR 00083
Focus CRB Plan Key Features Document (International)	Focus Capital Redemption Bond Plan Key Features Document (International). This document will help you understand the key features of Focus CRB	Rest of the World	Utmost Worldwide	Right to Change Your Mind Forms and guides/KFD	English (EN)	New Policy	Focus Capital Redemption Bond Plan Key Features Document (International). This document will help you understand the key features of Focus CRB Right to Change Your Mind Forms and guides/KFD Focus CRB Plan Key Features Document (International) UWWS PR 00080
Focus Cooling off Notice (International)	Cooling Off Notice is to be completed should you wish to exercise your right to cancel your Utmost Worldwide Limited, Focus Plan within 30 days of the Plan commencement date.	Rest of the World	Utmost Worldwide	Operational Forms	English (EN)	New Policy	Cooling Off Notice is to be completed should you wish to exercise your right to cancel your Utmost Worldwide Limited, Focus Plan within 30 days of the Plan commencement date. Operational Forms Focus Cooling off Notice (International) UWWS PR 00079
Unit Linked Investment Services Authority Form (Hong Kong)	This form should be used were you want to appoint an Investment Adviser to your Utmost Worldwide Limited, Unit-Linked Plan. For use in the Hong Kong market only.	Hong Kong (HK)	Utmost Worldwide	Operational Forms	English (EN)	Making a change to your policy, New Policy	This form should be used were you want to appoint an Investment Adviser to your Utmost Worldwide Limited, Unit-Linked Plan. For use in the Hong Kong market only. Operational Forms Unit Linked Investment Services Authority Form (Hong Kong) UWWS PR 00066
Unit-Linked Alteration of Plan Investments (International)	This form should be used to instruct a change to the Investments underlying your Utmost Worldwide Limited, Unit-Linked Plan (International)	Rest of the World	Utmost Worldwide	Operational Forms	English (EN)		This form should be used to instruct a change to the Investments underlying your Utmost Worldwide Limited, Unit-Linked Plan (International) Operational Forms Unit-Linked Alteration of Plan Investments (International) UWWS PR 00065
Unit Linked Investment Services Authority Form Qatar (International)	This form should be used where you reside in Qatar and wish to appoint an Investment Adviser to your Utmost Worldwide Limited, Unit-Linked Plan (International)		Utmost Worldwide	Operational Forms	English (EN)		This form should be used where you reside in Qatar and wish to appoint an Investment Adviser to your Utmost Worldwide Limited, Unit-Linked Plan (International) Operational Forms Unit Linked Investment Services Authority Form Qatar (International) UWWS PR 00063
Professional Portfolio Preferred Trustee Partner New Business Checklist (International)	Preferred Trustee Partner New Business Checklist should be used to assist you when submitting your Professional Portfolio Bond New Business Application.	Rest of the World	Utmost Worldwide	Operational Forms	English (EN)		Preferred Trustee Partner New Business Checklist should be used to assist you when submitting your Professional Portfolio Bond New Business Application. Operational Forms Professional Portfolio Preferred Trustee Partner New Business Checklist (International) UWWS PR 00062
Professional Portfolio Payment Instruction Form (International)	This form should be used were you want to advise us how you want to pay premiums on your Professional Portfolio Plan	Rest of the World	Utmost Worldwide	Operational Forms	English (EN)		This form should be used were you want to advise us how you want to pay premiums on your Professional Portfolio Plan Operational Forms Professional Portfolio Payment Instruction Form (International) UWWS PR 00061
Professional Portfolio Premium Request Form (International)	This form should be used to instruct an additional premium payment to your Professional Portfolio Life Plan (International)	Rest of the World	Utmost Worldwide	Operational Forms	English (EN)	Making a change to your policy, New Policy	This form should be used to instruct an additional premium payment to your Professional Portfolio Life Plan (International) Operational Forms Professional Portfolio Premium Request Form (International) UWWS PR 00059
Professional Portfolio Additional Contribution Request Form (International)	Additional Contribution Request Form is be used to should you wish to apply an additional contribution to your Professional Portfolio Bond (International)	Rest of the World	Utmost Worldwide	Operational Forms	English (EN)	Making a change to your policy	Additional Contribution Request Form is be used to should you wish to apply an additional contribution to your Professional Portfolio Bond (International) Operational Forms Professional Portfolio Additional Contribution Request Form (International) UWWS PR 00058
Nomination of Beneficiaries Form (International)	This form should be used to provide details of the nominated Beneficiaries of your Utmost Worldwide Limited Plan.	Rest of the World	Utmost Worldwide	Operational Forms	English (EN)	Making a change to your policy, New Policy	This form should be used to provide details of the nominated Beneficiaries of your Utmost Worldwide Limited Plan. Operational Forms Nomination of Beneficiaries Form (International) UWWS PR 00056
Verification of Corporate or Trustee Identity (International)	This form is to be used to verify the identity of a Company or a Trustee.	Rest of the World	Utmost Worldwide	Operational Forms	English (EN)	Making a change to your policy, New Policy, Surrender or Claim	This form is to be used to verify the identity of a Company or a Trustee. Operational Forms Verification of Corporate or Trustee Identity (International) UWWS PR 00055
US Assignee Declaration Form (International)	This form should be used were a US Assignee takes an interest in a Plan (International)	Rest of the World	Utmost Worldwide	Operational Forms	English (EN)		This form should be used were a US Assignee takes an interest in a Plan (International) Operational Forms US Assignee Declaration Form (International) UWWS PR 00054
Professional Portfolio Structured Product Confirmation (International)	This form should be used where you want to include structured products as underlying investments on your Professional Portfolio Plan	Rest of the World	Utmost Worldwide	Operational Forms	English (EN)		This form should be used where you want to include structured products as underlying investments on your Professional Portfolio Plan Operational Forms Professional Portfolio Structured Product Confirmation (International) UWWS PR 00053
Payment Instruction Form (International)	This form should be used were you want to give us premium payment instructions (international)	Rest of the World	Utmost Worldwide	Operational Forms	English (EN)	Making a change to your policy	This form should be used were you want to give us premium payment instructions (international) Operational Forms Payment Instruction Form (International) UWWS PR 00046
Never received / Lost Policy Declaration (International)	Never Received / Lost Policy Declaration, for use in the International market, and Singapore market, to declare that you have never received/lost your original policy documentation for your Utmost Worldwide Limited Plan and provide indemnity in our favour in the event of us paying a claim without the original policy documents.	Rest of the World, Singapore (SG)	Utmost Worldwide	Operational Forms	English (EN)	Making a change to your policy, Surrender or Claim	Never Received / Lost Policy Declaration, for use in the International market, and Singapore market, to declare that you have never received/lost your original policy documentation for your Utmost Worldwide Limited Plan and provide indemnity in our favour in the event of us paying a claim without the original policy documents. Operational Forms Never received / Lost Policy Declaration (International) UWWS PR 00042
Claim For Death Benefit Request Form (International)	Claim for Death Benefit Request Form, for use in the International market, and Singapore market, to notify us of a death benefit claim under your Utmost Worldwide Limited Plan.	Rest of the World, Singapore (SG)	Utmost Worldwide	Operational Forms	English (EN)	Surrender or Claim	Claim for Death Benefit Request Form, for use in the International market, and Singapore market, to notify us of a death benefit claim under your Utmost Worldwide Limited Plan. Operational Forms Claim For Death Benefit Request Form (International) UWWS PR 00038
Cross-Border Independent Financial Advice Notice (International)	Cross-Border Independent Financial Advice Notice, for use in the International market, to be used to declare that you have sought unsolicited cross-border financial advice for your Utmost Worldwide Limited Plan.	Rest of the World	Utmost Worldwide	Operational Forms	English (EN)		Cross-Border Independent Financial Advice Notice, for use in the International market, to be used to declare that you have sought unsolicited cross-border financial advice for your Utmost Worldwide Limited Plan. Operational Forms Cross-Border Independent Financial Advice Notice (International) UWWS PR 00039
Unit-Linked Regular Withdrawal Payment Request Form (International)	Unit-Linked Regular Withdrawal Request Form, for use in the International market, to request a regular withdrawals from your Unit-Linked, Utmost Worldwide Limited Plan.	Rest of the World	Utmost Worldwide	Operational Forms	English (EN)	Surrender or Claim	Unit-Linked Regular Withdrawal Request Form, for use in the International market, to request a regular withdrawals from your Unit-Linked, Utmost Worldwide Limited Plan. Operational Forms Unit-Linked Regular Withdrawal Payment Request Form (International) UWWS PR 00036
Policy Terms and Conditions for Focus Life Plan – International	Policy Terms and Conditions for Focus Life Plan International version Utmost Worldwide Singapore branch’s.	Rest of the World	Utmost Worldwide	Policy Conditions	English (EN)	Making a change to your policy, New Policy, Surrender or Claim	Policy Terms and Conditions for Focus Life Plan International version Utmost Worldwide Singapore branch’s. Policy Conditions Policy Terms and Conditions for Focus Life Plan – International UWWS PR 00034
Policy Terms and Conditions for Focus Capital Redemption Plan – International	Policy Terms and Conditions for Utmost Worldwide Singapore branch’s Focus Capital Redemption Plan – International version.	Rest of the World	Utmost Worldwide	Policy Conditions	English (EN)	Making a change to your policy, New Policy, Surrender or Claim	Policy Terms and Conditions for Utmost Worldwide Singapore branch’s Focus Capital Redemption Plan – International version. Policy Conditions Policy Terms and Conditions for Focus Capital Redemption Plan – International UWWS PR 00032
Application Form for Individuals for a Focus Life Plan (International) with Utmost Worldwide	Application Form for Individuals for a Focus Life Plan (International). Not for use in Singapore.	Rest of the World	Utmost Worldwide	Application Form	English (EN)	New Policy	Application Form for Individuals for a Focus Life Plan (International). Not for use in Singapore. Application Form Application Form for Individuals for a Focus Life Plan (International) with Utmost Worldwide UWWS PR 00033
Application Form for Individuals for a Focus Capital Redemption Plan (International) with Utmost Worldwide	Application Form for Individuals for a Focus Capital Redemption Plan (International).	Rest of the World	Utmost Worldwide	Application Form	English (EN)	New Policy	Application Form for Individuals for a Focus Capital Redemption Plan (International). Application Form Application Form for Individuals for a Focus Capital Redemption Plan (International) with Utmost Worldwide UWWS PR 00031

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