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Market: Singapore (SG)

Insurer: Utmost Worldwide

Documents

Title	Description	Asset Type	Language	Product	Regime	Process	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	Making a change to your policy, New Policy	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	Making a change to your policy, New Policy	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	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
Focus ILP Sub-Funds Brochure	Focus ILP Sub-Funds Brochure listing offered ILP Sub-Funds	Investment literature/Strategies	English (EN)	Focus - Singapore	FOS	Making a change to your policy, New Policy	Focus ILP Sub-Funds Brochure listing offered ILP Sub-Funds Investment literature/Strategies Focus ILP Sub-Funds Brochure UWWS PR 00115
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.	Operational Forms	English (EN)	Non Product Specific	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
Professional Portfolio Payment Surrender Form	If you purchased your Utmost Worldwide Limited Professional Portfolio Plan in Singapore, use this from to request a full surrender, partial surrender or regular withdrawal.	Operational Forms	English (EN)	Professional Portfolio - Singapore	FOS	Surrender or Claim	If you purchased your Utmost Worldwide Limited Professional Portfolio Plan in Singapore, use this from to request a full surrender, partial surrender or regular withdrawal. Operational Forms Professional Portfolio Payment Surrender Form UWWS PR 00105
Focus Product Summary (Singapore)	Focus Product Summary (Singapore)	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Focus - Singapore	FOS	New Policy	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	New Policy	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	New Policy	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
Unit-Linked Alteration of ILP Sub Funds (Singapore)	This form should be used to instruct a change to the ILP Sub Funds underlying your Utmost Worldwide Limited, Unit-Linked Plan, for use in the Singapore market.	Operational Forms	English (EN)	Choice and Vision - Singapore, Focus - Singapore	FOS	Making a change to your policy	This form should be used to instruct a change to the ILP Sub Funds underlying your Utmost Worldwide Limited, Unit-Linked Plan, for use in the Singapore market. Operational Forms Unit-Linked Alteration of ILP Sub Funds (Singapore) UWWS PR 00064
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.	Operational Forms	English (EN)	Non Product Specific	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
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.	Operational Forms	English (EN)	Choice and Vision - International, Choice and Vision - Singapore, Focus - International, Focus - Singapore, Professional Portfolio - International, Professional Portfolio - Singapore	FOS	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.	Operational Forms	English (EN)	Choice and Vision - International, Choice and Vision - Singapore, Focus - International, Focus - Singapore	FOS	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
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	Making a change to your policy, New Policy, Surrender or Claim	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	New Policy	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	Making a change to your policy, New Policy	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	Making a change to your policy, New Policy	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	Making a change to your policy, New Policy	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
Vision Reinstatement Request Form (Singapore)	Reinstatement Request Form, for use in the Singapore market, to request a reinstatement of your Utmost Worldwide Limited, Vision Plan.	Operational Forms	English (EN)	Choice and Vision - Singapore	FOS	Making a change to your policy	Reinstatement Request Form, for use in the Singapore market, to request a reinstatement of your Utmost Worldwide Limited, Vision Plan. Operational Forms Vision Reinstatement Request Form (Singapore) UWWS PR 00022
Regular Premium Reduction Request (Singapore)	Regular Premium Reduction Request Form, for use in the Singapore market, to request the reduction of a regular premium on your Utmost Worldwide Limited Plan.	Operational Forms	English (EN)	Choice and Vision - Singapore, Focus - Singapore	FOS	Making a change to your policy	Regular Premium Reduction Request Form, for use in the Singapore market, to request the reduction of a regular premium on your Utmost Worldwide Limited Plan. Operational Forms Regular Premium Reduction Request (Singapore) UWWS PR 00021
Regular Premium Increase and Single Premium Top-Up Request Form (Singapore)	Regular Premium Increase and Single Premium Top-Up Request Form, for use in the Singapore market only, to request a regular premium increase or single premium top-up on your Utmost Worldwide Limited Unit-linked Plan.	Operational Forms	English (EN)	Choice and Vision - Singapore, Focus - Singapore	FOS	Making a change to your policy	Regular Premium Increase and Single Premium Top-Up Request Form, for use in the Singapore market only, to request a regular premium increase or single premium top-up on your Utmost Worldwide Limited Unit-linked Plan. Operational Forms Regular Premium Increase and Single Premium Top-Up Request Form (Singapore) UWWS PR 00020
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	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
Discharge and Request for Payment Form for Professional Portfolio Bond (Singapore)	Discharge and Request for Payment Form to be used to request final payment and discharge from all future liabilities under your Utmost Worldwide Limited Professional Portfolio Bond, for use in the Singapore market.	Operational Forms	English (EN)	Professional Portfolio - Singapore	FOS	Surrender or Claim	Discharge and Request for Payment Form to be used to request final payment and discharge from all future liabilities under your Utmost Worldwide Limited Professional Portfolio Bond, for use in the Singapore market. Operational Forms Discharge and Request for Payment Form for Professional Portfolio Bond (Singapore) UWWS PR 00017
Dealing Instruction Form for Professional Portfolio Bond (Singapore)	Dealing Instruction Form, to be used to instruct Utmost Worldwide Limited of your investment instructions for your Professional Portfolio Bond, for use in the Singapore market	Operational Forms	English (EN)	Professional Portfolio - Singapore	FOS	Making a change to your policy	Dealing Instruction Form, to be used to instruct Utmost Worldwide Limited of your investment instructions for your Professional Portfolio Bond, for use in the Singapore market Operational Forms Dealing Instruction Form for Professional Portfolio Bond (Singapore) UWWS PR 00016
Additional Single Premium Instruction Form for Professional Portfolio Bond (Singapore)	Additional Single Premium Instruction Form, for use with an Utmost Worldwide Limited Professional Portfolio Bond product for the Singapore market	Application Form	English (EN)	Professional Portfolio - Singapore	FOS	Making a change to your policy	Additional Single Premium Instruction Form, for use with an Utmost Worldwide Limited Professional Portfolio Bond product for the Singapore market Application Form Additional Single Premium Instruction Form for Professional Portfolio Bond (Singapore) UWWS PR 00014
Payment Card Mandate Form (Singapore)	Payment Card Mandate Form, to be used to confirm to Utmost Worldwide Limited that your premium for your Plan will be paid by Visa/Mastercard. For use in the Singapore market.	Operational Forms	English (EN)	Choice and Vision - Singapore, Focus - Singapore	FOS	Making a change to your policy	Payment Card Mandate Form, to be used to confirm to Utmost Worldwide Limited that your premium for your Plan will be paid by Visa/Mastercard. For use in the Singapore market. Operational Forms Payment Card Mandate Form (Singapore) UWWS PR 00013
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	New Policy	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	Making a change to your policy, New Policy	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
Declaration of an Assignment Form (Singapore)	Declaration of Assignment Form for use with an Utmost Worldwide Limited Plan, for the Singapore market.	Operational Forms	English (EN)	Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore	FOS	Making a change to your policy	Declaration of Assignment Form for use with an Utmost Worldwide Limited Plan, for the Singapore market. Operational Forms Declaration of an Assignment Form (Singapore) UWWS PR 00009
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	Making a change to your policy, New Policy	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	Making a change to your policy, New Policy	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
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.	Compliance and Risk Collateral (privacy notices/footers etc)	English (EN)	Non Product Specific	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
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	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

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