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Market: Jersey (JE)

Documents

Title	Description	Insurer	Asset Type	Language	Product	Regime	Process	Excerpt
Source of Wealth Questionnaire	This questionnaire seeks to obtain information and documentation from the adviser to establish the source of wealth of high-risk clients of Utmost International Isle of Man Limited and Utmost PanEurope dac	Utmost Wealth Solutions	Operational Forms	English (EN)	Non Product Specific	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
Tax Declaration and Self-Certification for Trusts	You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for trusts where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Non Product Specific	FOS	Making a change to your policy, New Policy	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
Product Information Document for the Private Client Portfolio	Product Information Document for the Private Client Portfolio	Utmost Luxembourg S.A	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Private Client Portfolio	FOS		Product Information Document for the Private Client Portfolio Product Guides/Brochures/Snapshots and Training Materials Product Information Document for the Private Client Portfolio ULU_PID-JE_PCP PR
Key Information Document (‘KID’)	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	Key Information Document	English (EN)	Private Client Portfolio	FOS		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 Key Information Document (‘KID’) ULU_KID_LU_JE_GBP_PCP_EN PR
Additional Premium Form	Use this form for an addition to your policy/contract – Jersey	Utmost Luxembourg S.A	Top Up/Additional Investment	English (EN)	Non Product Specific	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
FOR INTERMEDIARIES – Fact find – Intermediary / Trust	Fact Find for INTERMEDIARIES for the Jersey market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market	Utmost Luxembourg S.A	Fact Find	English (EN)	Private Client Portfolio	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the Jersey market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market Fact Find FOR INTERMEDIARIES – Fact find – Intermediary / Trust ULU CONT4381
FOR INTERMEDIARIES – Fact find – Intermediary version / Company	Fact Find for INTERMEDIARIES for the Jersey market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market	Utmost Luxembourg S.A	Fact Find	English (EN)	Private Client Portfolio	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the Jersey market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market Fact Find FOR INTERMEDIARIES – Fact find – Intermediary version / Company ULU CONT4379
FOR INTERMEDIARIES – Fact find – Intermediary version / Individual	Fact Find for INTERMEDIARIES for the Jersey market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.	Utmost Luxembourg S.A	Fact Find	English (EN)	Private Client Portfolio	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the Jersey market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Fact find – Intermediary version / Individual ULU CONT4377
Appendix: Investment Rules for Internal Funds	Table of Luxembourg Investment Rules	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN)	Non Product Specific	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Appendix: Investment Rules for Internal Funds ULU CONT4027
Declaration with regard to Personal Data Protection	Privacy Notice – English version – Jersey	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	English (EN)	Non Product Specific	FOS		Privacy Notice – English version – Jersey Client Letters/Indemnity/Data Protection Declaration with regard to Personal Data Protection ULU CONT3365
Privacy Notice	Privacy Notice – English version	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	English (EN)	Non Product Specific	FOS		Privacy Notice – English version Client Letters/Indemnity/Data Protection Privacy Notice ULU CONT3337-WEB
Investment Profile (Deviation)	Use this form to request a deviation from your investment profile	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN)	Non Product Specific	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Investment Profile (Deviation) ULU CONT3078
Investment Profile and Suitability	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN)	Private Client Portfolio	FOS	Addition to your Policy	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile Investment literature/Strategies Investment Profile and Suitability ULU CONT3060
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.	Utmost Luxembourg S.A	Operational Forms	English (EN)	Non Product Specific	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
Private Client Portfolio – General Conditions	Stand-alone version of General Conditions for the Private Client Portfolio product – Jersey	Utmost Luxembourg S.A	Policy Conditions	English (EN)	Non Product Specific	FOS		Stand-alone version of General Conditions for the Private Client Portfolio product – Jersey Policy Conditions Private Client Portfolio – General Conditions ULU CONT2491
Private Client Portfolio – Product Features	These are the Product Features related to the Private Client Portfolio product – Jersey	Utmost Luxembourg S.A	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Private Client Portfolio	FOS	New Policy	These are the Product Features related to the Private Client Portfolio product – Jersey Product Guides/Brochures/Snapshots and Training Materials Private Client Portfolio – Product Features ULU CONT2490
Private Client Portfolio	New business application form for the Private Client Portfolio product – Jersey	Utmost Luxembourg S.A	Application Form	English (EN)	Private Client Portfolio	FOS	New Business Pack	New business application form for the Private Client Portfolio product – Jersey Application Form Private Client Portfolio ULU CONT2489
Confirmation of Client contact details used for the Electronic Signing of documents	Confirmation of Client contact details used for the Electronic Signing of documents	Utmost Luxembourg S.A	Operational Forms	English (EN)	Non Product Specific	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

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