Document Library

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Market: Italy (IT)

Regime: FOE

Documents

Title	Description	Insurer	Asset Type	Language	Product	Process	Excerpt
Informativa sulla privacy	Privacy Notice – Italian version	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Italian (IT)	Non Product Specific		Privacy Notice – Italian version Client Letters/Indemnity/Data Protection Informativa sulla privacy ULU CONT3400-WEB
Profilo di rischio e Questionario di adeguatezza	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile	Utmost Luxembourg S.A	Investment literature/Strategies	Italian (IT)	Private Client Insurance, Wealth Passport	Addition to your Policy	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile Investment literature/Strategies Profilo di rischio e Questionario di adeguatezza ULU CONT3059
Domanda di innalzamento della categoria di investimento (FOE)	Use this form to request a upgrade of your investment category	Utmost Luxembourg S.A. - Italian Branch	Investment literature/Strategies	Italian (IT)	Non Product Specific		Use this form to request a upgrade of your investment category Investment literature/Strategies Domanda di innalzamento della categoria di investimento (FOE) ULIT CONT2528
Domanda di retrocessione della categoria di investimento (FOE)	Use this form to request a downgrade of your investment category	Utmost Luxembourg S.A. - Italian Branch	Investment literature/Strategies	Italian (IT)	Non Product Specific		Use this form to request a downgrade of your investment category Investment literature/Strategies Domanda di retrocessione della categoria di investimento (FOE) ULIT CONT2517
Richiesta di Switch	Use this form to request a switch of investments on your policy/contract – Italy (Branch and FOS)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	Italian (IT)	Non Product Specific		Use this form to request a switch of investments on your policy/contract – Italy (Branch and FOS) Surrender/Claim/Withdrawal/Switch Richiesta di Switch ULU PCON1233
Private Client Insurance Condizioni Contrattuali Prodotto Di Investimento Assicurativo Di Tipo Unit-Linked a Vita Intera Italia	Private Client Insurance Contract Terms and Conditions Unit-linked Life Insurance Investment Product in Italy IT. Multi-Custody. Mediolanum.	Utmost Luxembourg S.A. - Italian Branch	Policy Conditions	Italian (IT)	Private Client Insurance	New Business Pack	Private Client Insurance Contract Terms and Conditions Unit-linked Life Insurance Investment Product in Italy IT. Multi-Custody. Mediolanum. Policy Conditions Private Client Insurance Condizioni Contrattuali Prodotto Di Investimento Assicurativo Di Tipo Unit-Linked a Vita Intera Italia ULIT CONT3747
Private Client Insurance – Proposal Form Lifetime Unit-Linked Insurance Investment Product Italy Multi-Custody	Private Client Insurance – Proposal Form for Lifetime Unit-Linked Insurance Investment Product Italy Multi-Custody Mediolanum.	Utmost Luxembourg S.A. - Italian Branch	Application Form	Italian (IT)	Private Client Insurance	New Business Pack	Private Client Insurance – Proposal Form for Lifetime Unit-Linked Insurance Investment Product Italy Multi-Custody Mediolanum. Application Form Private Client Insurance – Proposal Form Lifetime Unit-Linked Insurance Investment Product Italy Multi-Custody ULIT CONT3746
Private Client Insurance – Condizioni Contrattuali Italy Unicredit Multi-Custody	Private Client Insurance – Condizioni Contrattuali Italy Unicredit Multi-Custody	Utmost Luxembourg S.A. - Italian Branch	Policy Conditions	Italian (IT)	Private Client Insurance	New Business Pack	Private Client Insurance – Condizioni Contrattuali Italy Unicredit Multi-Custody Policy Conditions Private Client Insurance – Condizioni Contrattuali Italy Unicredit Multi-Custody ULIT CONT3543
Private Client Insurance – Condizioni Contrattuali – Italy FOE Fineco Multi-Custody	Private Client Insurance General Terms and Conditions Italy Multi-Custody	Utmost Luxembourg S.A. - Italian Branch	Policy Conditions	Italian (IT)	Private Client Insurance	New Business Pack	Private Client Insurance General Terms and Conditions Italy Multi-Custody Policy Conditions Private Client Insurance – Condizioni Contrattuali – Italy FOE Fineco Multi-Custody ULIT CONT3541
Private Client Insurance Terms and Conditions, Unit-Linked Life Insurance Investment Product Italy. Italian Branch (FOE) Multi-Custody.	Private Client Insurance Terms and Conditions, Unit-Linked Life Insurance Investment Product Italy. Multi-Custody.	Utmost Luxembourg S.A. - Italian Branch	Policy Conditions	Italian (IT)	Private Client Insurance	New Business Pack	Private Client Insurance Terms and Conditions, Unit-Linked Life Insurance Investment Product Italy. Multi-Custody. Policy Conditions Private Client Insurance Terms and Conditions, Unit-Linked Life Insurance Investment Product Italy. Italian Branch (FOE) Multi-Custody. ULIT CONT3539
Private Client Insurance Proposal Form Lifetime Unit-linked Insurance Investment Product Italy Multi-Custody	Private Client Insurance Proposal Form for Lifetime Unit-linked Insurance Investment Product Italy.	Utmost Luxembourg S.A. - Italian Branch	Application Form	Italian (IT)	Private Client Insurance	New Business Pack	Private Client Insurance Proposal Form for Lifetime Unit-linked Insurance Investment Product Italy. Application Form Private Client Insurance Proposal Form Lifetime Unit-linked Insurance Investment Product Italy Multi-Custody ULIT CONT3506
Private Client Insurance – Condizioni Contrattuali – Italian Branch (FOE) – Multi-Custody	Stand-alone version of General Terms and Conditions for the Private Client Insurance Product – Italy (Branch)	Utmost Luxembourg S.A. - Italian Branch	Policy Conditions	Italian (IT)	Private Client Insurance	New Business Pack	Stand-alone version of General Terms and Conditions for the Private Client Insurance Product – Italy (Branch) Policy Conditions Private Client Insurance – Condizioni Contrattuali – Italian Branch (FOE) – Multi-Custody ULIT CONT3535
Private Client Insurance Application Form – Italian Branch (FOE) – Multi-Custody – Azimut	Private Client Insurance Application Form – Italian Branch (FOE) – Multi-Custody.	Utmost Luxembourg S.A. - Italian Branch	Application Form	Italian (IT)	Private Client Insurance	New Business Pack	Private Client Insurance Application Form – Italian Branch (FOE) – Multi-Custody. Application Form Private Client Insurance Application Form – Italian Branch (FOE) – Multi-Custody – Azimut ULIT CONT2446
Private Client Insurance Unit-Linked Lifetime Insurance Investment Product Application Form Italy. Multi-Custody.	New business Application Form for the Private Client Insurance product – Italian Branch	Utmost Luxembourg S.A. - Italian Branch	Application Form	Italian (IT)	Private Client Insurance	New Business Pack	New business Application Form for the Private Client Insurance product – Italian Branch Application Form Private Client Insurance Unit-Linked Lifetime Insurance Investment Product Application Form Italy. Multi-Custody. ULIT CONT2443
Private Client Insurance – Modulo di Proposta Unicredit	Private Client Insurance Application Form – Lifetime Unit-Linked Insurance Investment Product Italy.	Utmost Luxembourg S.A. - Italian Branch	Application Form	Italian (IT)	Private Client Insurance	New Business Pack	Private Client Insurance Application Form – Lifetime Unit-Linked Insurance Investment Product Italy. Application Form Private Client Insurance – Modulo di Proposta Unicredit ULIT CONT1858
Automatic Exchange of Information – Self-Certification (FOE) (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Utmost Luxembourg S.A. - Italian Branch	Operational Forms	English (EN)	Non Product Specific		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) (AEoI) ULIT CONT4269
Automatic Exchange of Information – Self-Certification (FOE) (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.	Utmost Luxembourg S.A. - Italian Branch	Operational Forms	English (EN)	Non Product Specific		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) (AEoI) ULIT CONT4257
Automatic Exchange of Information – Self-Certification (FOE) (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.	Utmost Luxembourg S.A. - Italian Branch	Operational Forms	English (EN)	Non Product Specific		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) (AEoI) ULIT CONT4245
Scambio Automatico di Informazioni – Modulo di Autocertificazione (FOE) (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.	Utmost Luxembourg S.A. - Italian Branch	Operational Forms	Italian (IT)	Non Product Specific		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 Scambio Automatico di Informazioni – Modulo di Autocertificazione (FOE) (AEoI) ULIT CONT2597
Scambio Automatico di Informazioni – Modulo di Autocertificazione (FOE) (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.	Utmost Luxembourg S.A. - Italian Branch	Operational Forms	Italian (IT)	Non Product Specific		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 Scambio Automatico di Informazioni – Modulo di Autocertificazione (FOE) (AEoI) ULIT CONT2594
Scambio Automatico di Informazioni – Modulo di Autocertificazione (FOE) (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Utmost Luxembourg S.A. - Italian Branch	Operational Forms	Italian (IT)	Non Product Specific		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 Scambio Automatico di Informazioni – Modulo di Autocertificazione (FOE) (AEoI) ULIT CONT2600
Private Client Insurance – Lista dei Fondi Esterni	External Collective Funds list – Italy	Utmost Luxembourg S.A	Investment literature/Strategies	Italian (IT)	Private Client Insurance		External Collective Funds list – Italy Investment literature/Strategies Private Client Insurance – Lista dei Fondi Esterni ULU CONT2580
Costi amministrativi addizionali	Annex showing the activity-based charging grid	Utmost Luxembourg S.A	Commission Documents/Fees & Charges Literature and Illustrations	Italian (IT)	Non Product Specific		Annex showing the activity-based charging grid Commission Documents/Fees & Charges Literature and Illustrations Costi amministrativi addizionali ULU CONT3183
Request for payment of benefits in the event of death – Italy	Use this form to initiate a death claim – Italy (Branch and Head Office)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	English (EN)	Non Product Specific		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
Single Pre-Contractual Form (MUP) for Insurance Investment Products	Tax and regulatory Literature/technical sales aids and literature Single Pre-Contractual Form (MUP) for Insurance Investment Products ULU PR 00040	Utmost Luxembourg S.A	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Private Client Insurance	New Policy	Tax and regulatory Literature/technical sales aids and literature Single Pre-Contractual Form (MUP) for Insurance Investment Products ULU PR 00040
Residenza e Comunicazioni	Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific		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 Residenza e Comunicazioni ULU PCON1527
Richiesta di Modifica della Maggiorazione in caso di Decesso	Use this form to request a change of life cover – Italy (Branch)	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific		Use this form to request a change of life cover – Italy (Branch) Operational Forms Richiesta di Modifica della Maggiorazione in caso di Decesso ULU PCON1317
Atto di Variazione del Fondo Interno Dedicato	Use this form to request a change to one or more key characteristics of an Internal Dedicated Fund; such as Change of Fund Manager and Custodian Bank	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific		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 Atto di Variazione del Fondo Interno Dedicato ULU PCON1310
Richiesta Cambio Contraente Persona Giuridica	Use this form to request a change of Policyholder – Corporate Entity – Italy	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific		Use this form to request a change of Policyholder – Corporate Entity – Italy Operational Forms Richiesta Cambio Contraente Persona Giuridica ULU PCON1246
Richiesta Cambio Contraente Persona Fisica	Use this form to request a change of Policyholder – Physical Person – Italy	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific		Use this form to request a change of Policyholder – Physical Person – Italy Operational Forms Richiesta Cambio Contraente Persona Fisica ULU PCON1245
Richiesta Cambio Intermediario	Use this form to request a change of Intermediary – Italy	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific		Use this form to request a change of Intermediary – Italy Operational Forms Richiesta Cambio Intermediario ULU PCON1243
Dichiarazione di Smarrimento	Form to be used to declare the loss of policy documents – Italy	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific		Form to be used to declare the loss of policy documents – Italy Operational Forms Dichiarazione di Smarrimento ULU PCON1244
Richiesta di Pagamento della Prestazione in caso di Decesso	Use this form to initiate a death claim – Italy (Branch and FOS)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	Italian (IT)	Non Product Specific		Use this form to initiate a death claim – Italy (Branch and FOS) Surrender/Claim/Withdrawal/Switch Richiesta di Pagamento della Prestazione in caso di Decesso ULU PCON1239
Richiesta Di Riscatto Withdrawal and Surrender Form	Use this form to request the surrender of your policy/contract – Italy (Branch and FOS)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	Italian (IT)	Non Product Specific		Use this form to request the surrender of your policy/contract – Italy (Branch and FOS) Surrender/Claim/Withdrawal/Switch Richiesta Di Riscatto Withdrawal and Surrender Form ULU PCON1237
Richiesta di Versamento Premio Aggiuntivo Italia	Use this form for an addition to your policy/contract – Italy (Branch and FOS)	Utmost Luxembourg S.A	Top Up/Additional Investment	Italian (IT)	Private Client Insurance	Addition to your Policy	Use this form for an addition to your policy/contract – Italy (Branch and FOS) Top Up/Additional Investment Richiesta di Versamento Premio Aggiuntivo Italia ULU PCON1236
Richiesta Cambio Beneficiario	Use this form to request a change of Beneficiary – Italy	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific		Use this form to request a change of Beneficiary – Italy Operational Forms Richiesta Cambio Beneficiario ULU PCON1213
Connect Overview – Access Guide (Italian)	Connect Overview – Access Guide (Italian)	Utmost Luxembourg S.A	Guides and Supporting Documents	Italian (IT)	Non Product Specific		Connect Overview – Access Guide (Italian) Guides and Supporting Documents Connect Overview – Access Guide (Italian) ULU MARK2353
Connect User Guide – Total Redemption (Italian)	Connect User Guide – Total Redemption (Italian)	Utmost Luxembourg S.A	Guides and Supporting Documents	Italian (IT)	Non Product Specific		Connect User Guide – Total Redemption (Italian) Guides and Supporting Documents Connect User Guide – Total Redemption (Italian) ULU MARK2194
Connect Guida all’uso – Riscatto Parziale	This Connect User Guide shows how to request a regular withdrawal in Italian	Utmost Luxembourg S.A	Product Guides/Brochures/Snapshots and Training Materials	Italian (IT)	Non Product Specific		This Connect User Guide shows how to request a regular withdrawal in Italian Product Guides/Brochures/Snapshots and Training Materials Connect Guida all’uso – Riscatto Parziale ULU MARK2152
ACCORDO DI DIVULGAZIONE DELLE INFORMAZIONI	Information Disclosure Agreement	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Italian (IT)	Non Product Specific		Information Disclosure Agreement Client Letters/Indemnity/Data Protection ACCORDO DI DIVULGAZIONE DELLE INFORMAZIONI ULU CONT2866
Approvazione di Investimenti Alternativi e di Fondi Immobiliari e Attivi Caratterizzati da Limitata Liquidità	Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Italy (Branch and FOS)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Italian (IT)	Non Product Specific		Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Italy (Branch and FOS) Client Letters/Indemnity/Data Protection Approvazione di Investimenti Alternativi e di Fondi Immobiliari e Attivi Caratterizzati da Limitata Liquidità ULU CONT2366
Banca Depositaria situata al di fuori dello SEE	Declaration for the Use of a Custodian Bank located outside of the EEA – Italy (Branch and FOS)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Italian (IT)	Non Product Specific		Declaration for the Use of a Custodian Bank located outside of the EEA – Italy (Branch and FOS) Client Letters/Indemnity/Data Protection Banca Depositaria situata al di fuori dello SEE ULU CONT2365
Dichiarazione di Possesso della Qualifica di “Non-U.S. Person”	Use this form to declare a status of “Non-U.S. Person”	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific		Use this form to declare a status of “Non-U.S. Person” Operational Forms Dichiarazione di Possesso della Qualifica di “Non-U.S. Person” ULU CONT2364
Dichiarazione di Conformità fiscale (PH)	Stand-alone Tax Compliance Certification form – Italy (Branch and FOS)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Italian (IT)	Non Product Specific		Stand-alone Tax Compliance Certification form – Italy (Branch and FOS) Client Letters/Indemnity/Data Protection Dichiarazione di Conformità fiscale (PH) ULU CONT2253
Conferma dei dati di contatto del cliente utilizzati per la firma elettronica dei documenti	Confirmation of Client contact details used for the Electronic Signing of documents	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Conferma dei dati di contatto del cliente utilizzati per la firma elettronica dei documenti ULU CONNECT1058
Product Information Document for the Italian Wealth Passport	Product Information Document for the Italian Wealth Passport	Utmost Luxembourg S.A. - Italian Branch	Product Guides/Brochures/Snapshots and Training Materials	Italian (IT)	Wealth Passport		Product Information Document for the Italian Wealth Passport Product Guides/Brochures/Snapshots and Training Materials Product Information Document for the Italian Wealth Passport ULIT_PID-US-IT-Wealth-Passport_Set_3138_IT_01-11-2025
Product Information Document for the Private Client Insurance	Product Information Document for the Private Client Insurance	Utmost Luxembourg S.A. - Italian Branch	Product Guides/Brochures/Snapshots and Training Materials	Italian (IT)	Private Client Insurance		Product Information Document for the Private Client Insurance Product Guides/Brochures/Snapshots and Training Materials Product Information Document for the Private Client Insurance ULIT_PID-IT-PCI-Set informativo-2443_IT_01-11-2025
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_UCI_IT-2018_EUR_PCI UCI_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_UCI_IT_EUR_PCI UCI_N_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_MLN_IT_EUR_PCI MLN_N_IT
Documento contenente le informazioni chiave	Mediobanca – This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance		Mediobanca – This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_MED_IT-2018_EUR_PCI MB_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_IT-2018_EUR_PCI MS_IT
Documento contenente le informazioni chiave	Mediobanca – This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance		Mediobanca – This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_MED_IT_EUR_PCI MB_N_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_IT-2018_EUR_PCI MC_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_IT-2018_EUR_PCI AZ_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Wealth Passport		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_IT-2018_EUR_IWP_IT PR
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_IT_EUR_PCI MC_N_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_IT_EUR_PCI AZ_N_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Wealth Passport		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_IT_EUR_IWP N_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_FIN_IT-2018_EUR_PCI FIN_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_FIN_IT_EUR_PCI FIN_N_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_CORD_IT-2018_EUR_PCI CORD_IT
Dichiarazione di Conformità Fiscale – conti cointestati	Dichiarazione di conformità fiscale del titolare di un conto bancario congiunto dal quale sarà pagato il premio di una polizza assicurativa sulla vita. il quale non agisce in qualità di contraente. Da utilizzare con polizze di Italian Branch/Sede secondaria italiana.	Utmost Luxembourg S.A. - Italian Branch	Tax and regulatory Literature/technical sales aids and literature	Italian (IT)	Non Product Specific	New Business Pack	Dichiarazione di conformità fiscale del titolare di un conto bancario congiunto dal quale sarà pagato il premio di una polizza assicurativa sulla vita. il quale non agisce in qualità di contraente. Da utilizzare con polizze di Italian Branch/Sede secondaria italiana. Tax and regulatory Literature/technical sales aids and literature Dichiarazione di Conformità Fiscale – conti cointestati ULIT PR 00010
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_CORD_IT_EUR_PCI CORD_N_IT
Modulo Unico Precontrattuale (MUP) per i prodotti d’investimento assicurativi	Tax and regulatory Literature/technical sales aids and literature Modulo Unico Precontrattuale (MUP) per i prodotti d’investimento assicurativi ULIT PR 00001	Utmost Luxembourg S.A. - Italian Branch	Tax and regulatory Literature/technical sales aids and literature	Italian (IT)	Private Client Insurance	New Business Pack	Tax and regulatory Literature/technical sales aids and literature Modulo Unico Precontrattuale (MUP) per i prodotti d’investimento assicurativi ULIT PR 00001
FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria	Fact Find FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria ULIT CONT4072	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	New Business Pack	Fact Find FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria ULIT CONT4072
FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica	Fact Find FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica ULIT CONT4071	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	New Business Pack	Fact Find FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica ULIT CONT4071
FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica	Fact Find FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica ULIT CONT4070	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	New Business Pack	Fact Find FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica ULIT CONT4070
FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria	Fact Find FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria ULIT CONT4058	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	New Business Pack	Fact Find FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria ULIT CONT4058
FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica	Fact Find FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica ULIT CONT4057	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	New Business Pack	Fact Find FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica ULIT CONT4057
FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica	Fact Find FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica ULIT CONT4056	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	New Business Pack	Fact Find FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica ULIT CONT4056
FOR AZIMUT- Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria	Fact Find FOR AZIMUT- Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria ULIT CONT4055	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	New Business Pack	Fact Find FOR AZIMUT- Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria ULIT CONT4055
FOR AZIMUT- Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica	Fact Find FOR AZIMUT- Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica ULIT CONT4054	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	New Business Pack	Fact Find FOR AZIMUT- Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica ULIT CONT4054
Modulo Conoscitivo – Versione per l’Intermediario – Fiduciaria	Fact Find Modulo Conoscitivo – Versione per l’Intermediario – Fiduciaria ULIT CONT4052	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Non Product Specific		Fact Find Modulo Conoscitivo – Versione per l’Intermediario – Fiduciaria ULIT CONT4052
Modulo Conoscitivo – Versione per l’Intermediario – Persona giuridica	Fact Find Modulo Conoscitivo – Versione per l’Intermediario – Persona giuridica ULIT CONT4051	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Non Product Specific		Fact Find Modulo Conoscitivo – Versione per l’Intermediario – Persona giuridica ULIT CONT4051
Modulo Conoscitivo – Versione per l’Intermediario – Persona fisica	Fact Find Modulo Conoscitivo – Versione per l’Intermediario – Persona fisica ULIT CONT4050	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Non Product Specific		Fact Find Modulo Conoscitivo – Versione per l’Intermediario – Persona fisica ULIT CONT4050
FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria	Fact Find for INTERMEDIARIES for the Italian market (Branch); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market.	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	New Business Pack	Fact Find for INTERMEDIARIES for the Italian market (Branch); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria ULIT CONT3951
FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica	Fact Find for INTERMEDIARIES for the Italian market (Branch); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	New Business Pack	Fact Find for INTERMEDIARIES for the Italian market (Branch); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica ULIT CONT3947
FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica	Fact Find for INTERMEDIARIES for the Italian market (Branch); dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	New Business Pack	Fact Find for INTERMEDIARIES for the Italian market (Branch); dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica ULIT CONT3949
Documento Informativo Precontrattuale – PRIVATE CLIENT INSURANCE (Versione 3746)	This is the precontractual information document related to the Private Client Insurance product – Italy (FOE) Italian.	Utmost Luxembourg S.A. - Italian Branch	Tax and regulatory Literature/technical sales aids and literature	Italian (IT)	Private Client Insurance	New Business Pack	This is the precontractual information document related to the Private Client Insurance product – Italy (FOE) Italian. Tax and regulatory Literature/technical sales aids and literature Documento Informativo Precontrattuale – PRIVATE CLIENT INSURANCE (Versione 3746) ULIT CONT3748
Regole di investimento per i Fondi Interni	Table of Luxembourg Investment Rules	Utmost Luxembourg S.A. - Italian Branch	Investment literature/Strategies	Italian (IT)	Non Product Specific		Table of Luxembourg Investment Rules Investment literature/Strategies Regole di investimento per i Fondi Interni ULIT CONT3597
Documento Informativo Precontrattuale – PRIVATE CLIENT INSURANCE (Versione 3506)	This is the precontractual information document related to the Private Client Insurance product – Italy (FOE) Italian.	Utmost Luxembourg S.A. - Italian Branch	Tax and regulatory Literature/technical sales aids and literature	Italian (IT)	Private Client Insurance	New Business Pack	This is the precontractual information document related to the Private Client Insurance product – Italy (FOE) Italian. Tax and regulatory Literature/technical sales aids and literature Documento Informativo Precontrattuale – PRIVATE CLIENT INSURANCE (Versione 3506) ULIT CONT3563
Documento Informativo Precontrattuale – PRIVATE CLIENT INSURANCE (versione 2446)	This is the precontractual information document related to the Private Client Insurance product – Italy (FOE) Italian.	Utmost Luxembourg S.A. - Italian Branch	Tax and regulatory Literature/technical sales aids and literature	Italian (IT)	Private Client Insurance	New Business Pack	This is the precontractual information document related to the Private Client Insurance product – Italy (FOE) Italian. Tax and regulatory Literature/technical sales aids and literature Documento Informativo Precontrattuale – PRIVATE CLIENT INSURANCE (versione 2446) ULIT CONT3561
Documento Informativo Precontrattuale – Private Client Insurance (Versione 1858)	This is the precontractual information document related to the Private Client Insurance product – Italy (FOE) Italian.	Utmost Luxembourg S.A. - Italian Branch	Tax and regulatory Literature/technical sales aids and literature	Italian (IT)	Private Client Insurance		This is the precontractual information document related to the Private Client Insurance product – Italy (FOE) Italian. Tax and regulatory Literature/technical sales aids and literature Documento Informativo Precontrattuale – Private Client Insurance (Versione 1858) ULIT CONT3533
Documento Informativo Precontrattuale – PRIVATE CLIENT INSURANCE (Versione 2443)	This is the precontractual information document related to the Private Client Insurance product – Italy (Branch) Italian.	Utmost Luxembourg S.A. - Italian Branch	Tax and regulatory Literature/technical sales aids and literature	Italian (IT)	Private Client Insurance	New Policy	This is the precontractual information document related to the Private Client Insurance product – Italy (Branch) Italian. Tax and regulatory Literature/technical sales aids and literature Documento Informativo Precontrattuale – PRIVATE CLIENT INSURANCE (Versione 2443) ULIT CONT3515
Private Client Insurance – Lista dei Fondi Interni Collettivi e Relativi Regolamenti	Internal Collective Funds list – Italy	Utmost Luxembourg S.A. - Italian Branch	Investment literature/Strategies	Italian (IT)	Private Client Insurance		Internal Collective Funds list – Italy Investment literature/Strategies Private Client Insurance – Lista dei Fondi Interni Collettivi e Relativi Regolamenti ULIT CONT2579
Referto Medico (FOE)	Medical Examination Report – Italy (Branch)	Utmost Luxembourg S.A. - Italian Branch	Underwriting guides/questionnaires/brochures	Italian (IT)	Non Product Specific		Medical Examination Report – Italy (Branch) Underwriting guides/questionnaires/brochures Referto Medico (FOE) ULIT CONT2290
Questionario Medico Aggiuntivo (FOE)	Additional Medical Questionnaire – Italy (Branch)	Utmost Luxembourg S.A. - Italian Branch	Underwriting guides/questionnaires/brochures	Italian (IT)	Non Product Specific		Additional Medical Questionnaire – Italy (Branch) Underwriting guides/questionnaires/brochures Questionario Medico Aggiuntivo (FOE) ULIT CONT2203
FATCA Autocertificazione (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.	Utmost Luxembourg S.A. - Italian Branch	Operational Forms	Italian (IT)	Non Product Specific		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 Autocertificazione (FOE) ULIT CONT2170-3
Dichiarazione di Scelta di Legge / Choice of Law (FOE)	Use this form to perform a choice of law	Utmost Luxembourg S.A. - Italian Branch	Operational Forms	English (EN), Italian (IT)	Non Product Specific		Use this form to perform a choice of law Operational Forms Dichiarazione di Scelta di Legge / Choice of Law (FOE) ULIT CONT1795

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