Document Library

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Market: Singapore (SG)

Process: New Policy

Insurer: Utmost Worldwide

Documents

Title	Description	Asset Type	Language	Product	Regime	Excerpt
Utmost Worldwide Source of Wealth Questionnaire	Source of Wealth Questionnaire for providing details of a client’s wealth (for high risk clients/clients subject to enhanced due diligence). This questionnaire seeks to obtain information and documentation to establish the source of wealth for Utmost Worldwide Limited clients.	Operational Forms	English (EN)	Non Product Specific	FOS	Source of Wealth Questionnaire for providing details of a client’s wealth (for high risk clients/clients subject to enhanced due diligence). This questionnaire seeks to obtain information and documentation to establish the source of wealth for Utmost Worldwide Limited clients. Operational Forms Utmost Worldwide Source of Wealth Questionnaire UWWS PR 00123
Singapore Nomination of Beneficiary Form 4 – Revocable Nomination – UW Version	Singapore Nomination of Beneficiary Form 4 – Revocable Nomination. This form can only be used to make a revocable nomination in respect of one relevant Utmost Worldwide Limited policy.	Operational Forms	English (EN)	Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore	FOS	Singapore Nomination of Beneficiary Form 4 – Revocable Nomination. This form can only be used to make a revocable nomination in respect of one relevant Utmost Worldwide Limited policy. Operational Forms Singapore Nomination of Beneficiary Form 4 – Revocable Nomination – UW Version UWWS PR 00122
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.	Operational Forms	English (EN)	Non Product Specific	FOS	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
Focus ILP Sub-Funds Brochure	Focus ILP Sub-Funds Brochure listing offered ILP Sub-Funds	Investment literature/Strategies	English (EN)	Focus - Singapore	FOS	Focus ILP Sub-Funds Brochure listing offered ILP Sub-Funds Investment literature/Strategies Focus ILP Sub-Funds Brochure UWWS PR 00115
Focus Product Summary (Singapore)	Focus Product Summary (Singapore)	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Focus - Singapore	FOS	Focus Product Summary (Singapore) Product Guides/Brochures/Snapshots and Training Materials Focus Product Summary (Singapore) UWWS PR 00078
FOCUS Life Plan Key Features Document (Singapore)	Focus Life Plan Key Features Document (Singapore). This document highlights the key features of Focus	Right to Change Your Mind Forms and guides/KFD	English (EN)	Focus - Singapore	FOS	Focus Life Plan Key Features Document (Singapore). This document highlights the key features of Focus Right to Change Your Mind Forms and guides/KFD FOCUS Life Plan Key Features Document (Singapore) UWWS PR 00077
Focus Cooling off Notice (Singapore)	This form should be used to exercise your right to cancel your Focus Plan within 30 days of the Plan commencement date. For the Singapore market only.	Operational Forms	English (EN)	Focus - Singapore	FOS	This form should be used to exercise your right to cancel your Focus Plan within 30 days of the Plan commencement date. For the Singapore market only. Operational Forms Focus Cooling off Notice (Singapore) UWWS PR 00076
Policy Terms and Conditions for Focus Life	Policy Terms and Conditions for Utmost Worldwide Singapore branch’s Focus Life.	Policy Conditions	English (EN)	Focus - Singapore	FOS	Policy Terms and Conditions for Utmost Worldwide Singapore branch’s Focus Life. Policy Conditions Policy Terms and Conditions for Focus Life UWWS PR 00030
Application Form for Individuals Applying for Focus (Singapore) with Utmost Worldwide	Application Form for Individuals Applying for Focus (Singapore). For use in Singapore Only.	Application Form	English (EN)	Focus - Singapore	FOS	Application Form for Individuals Applying for Focus (Singapore). For use in Singapore Only. Application Form Application Form for Individuals Applying for Focus (Singapore) with Utmost Worldwide UWWS PR 00029
US Person Declaration Form (Singapore)	US Person Declaration Form to be used by non-US resident US person wishing to purchase or increase the investment within their Utmost Worldwide Limited Plan. For use in the Singapore market.	Operational Forms	English (EN)	Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore	FOS	US Person Declaration Form to be used by non-US resident US person wishing to purchase or increase the investment within their Utmost Worldwide Limited Plan. For use in the Singapore market. Operational Forms US Person Declaration Form (Singapore) UWWS PR 00026
Unit Linked Investment Services Authority Form (Singapore)	Unit Linked Investment Services Authority Form, for use in the Singapore market, to appoint an Investment Adviser to your Utmost Worldwide Limited, Unit-Linked Plan.	Operational Forms	English (EN)	Choice and Vision - Singapore, Focus - Singapore	FOS	Unit Linked Investment Services Authority Form, for use in the Singapore market, to appoint an Investment Adviser to your Utmost Worldwide Limited, Unit-Linked Plan. Operational Forms Unit Linked Investment Services Authority Form (Singapore) UWWS PR 00025
Specimen Signature Form (Singapore)	Specimen Signature Form, for use in the Singapore market, where your signature differs from your current signature to our records or where proof of identity documents do not enclose your signature, for your Utmost Worldwide Limited Plan.	Operational Forms	English (EN)	Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore	FOS	Specimen Signature Form, for use in the Singapore market, where your signature differs from your current signature to our records or where proof of identity documents do not enclose your signature, for your Utmost Worldwide Limited Plan. Operational Forms Specimen Signature Form (Singapore) UWWS PR 00024
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	Operational Forms	English (EN)	Choice and Vision - Singapore, Focus - Singapore, Non Product Specific, Professional Portfolio - Singapore	FOS	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
Income Payment Request Form (Singapore)	Income Payment Request Form, to be used to instruct regular withdrawals from your Utmost Worldwide Limited Plan. For use in the Singapore market.	Operational Forms	English (EN)	Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore	FOS	Income Payment Request Form, to be used to instruct regular withdrawals from your Utmost Worldwide Limited Plan. For use in the Singapore market. Operational Forms Income Payment Request Form (Singapore) UWWS PR 00011
Application for GIRO (Singapore)	Application for GIRO, for use with an Utmost Worldwide Limited Plan, to instruct regular payments from your bank to pay premiums by GIRO. For use in the Singapore market.	Operational Forms	English (EN)	Focus - Singapore	FOS	Application for GIRO, for use with an Utmost Worldwide Limited Plan, to instruct regular payments from your bank to pay premiums by GIRO. For use in the Singapore market. Operational Forms Application for GIRO (Singapore) UWWS PR 00010
Beneficial Owner Identification Form (Singapore)	This form should be used were you want to provide details of the Beneficial Owner Identification on your Utmost Worldwide Limited plan. For use in the Singapore market.	Operational Forms	English (EN)	Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore	FOS	This form should be used were you want to provide details of the Beneficial Owner Identification on your Utmost Worldwide Limited plan. For use in the Singapore market. Operational Forms Beneficial Owner Identification Form (Singapore) UWWS PR 00006
Focus Single Premium Top-Up	This document outlines the advantages of adding single premiums to a Focus plan for Utmost Worldwide, Singapore Branch.	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Focus - Singapore	FOS	This document outlines the advantages of adding single premiums to a Focus plan for Utmost Worldwide, Singapore Branch. Tax and regulatory Literature/technical sales aids and literature Focus Single Premium Top-Up UWWS \| 25152
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’	Compliance and Risk Collateral (privacy notices/footers etc)	English (EN)	Non Product Specific	FOS	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

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