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Market: United Kingdom (UK)

Product: Selection

Documents

Title	Description	Insurer	Asset Type	Language	Regime	Process	Excerpt
Selection Snapshot	This document highlights the product features and benefits of investing into the Selection bond.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	FOS	New Policy	This document highlights the product features and benefits of investing into the Selection bond. Product Guides/Brochures/Snapshots and Training Materials Selection Snapshot UI PR 0078
Key features of Selection	This document details the key features of Selection	Utmost PanEurope	Right to Change Your Mind Forms and guides/KFD	English (EN)	FOS	New Policy	This document details the key features of Selection Right to Change Your Mind Forms and guides/KFD Key features of Selection ALE PR 0053
Selection Product Guide	This guide aims to help clients understand the Selection product.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	FOS	New Policy	This guide aims to help clients understand the Selection product. Product Guides/Brochures/Snapshots and Training Materials Selection Product Guide ALE PR 0001
Selection Life Assurance Policy Conditions	Policy Conditions Selection Life Assurance Policy Conditions UI PR 0051	Utmost PanEurope	Policy Conditions	English (EN)	FOS	New Policy	Policy Conditions Selection Life Assurance Policy Conditions UI PR 0051
Selection Capital Redemption Bond Policy Conditions	n/a	Utmost PanEurope	Policy Conditions	English (EN)	FOS	New Policy	n/a Policy Conditions Selection Capital Redemption Bond Policy Conditions UI PR 0046
External Manager, Custodian and Platform Agreement List	This document is applicable for the following products only: Utmost PanEurope dac’s Selection and Generation Planning Bond as well as Utmost International Isle of Man Limited’s Evolution and Estate Planning Bond.	Utmost Wealth Solutions	Investment literature/Strategies	English (EN)	FOS	Making a change to your policy, New Policy	This document is applicable for the following products only: Utmost PanEurope dac’s Selection and Generation Planning Bond as well as Utmost International Isle of Man Limited’s Evolution and Estate Planning Bond. Investment literature/Strategies External Manager, Custodian and Platform Agreement List UWS PR 00388
Assignment of Policies form	Assignment of policies form.For assigning policies to individuals only.	Utmost PanEurope	Operational Forms	English (EN)	FOS	Making a change to your policy	Assignment of policies form.For assigning policies to individuals only. Operational Forms Assignment of Policies form ALE PR 0017
Bereavement Claim Form	Bereavement Claim Form for Life Assurance Bonds	Utmost Wealth Solutions	Operational Forms	English (EN)	FOS	Surrender or Claim	Bereavement Claim Form for Life Assurance Bonds Operational Forms Bereavement Claim Form UWS PR 0182
Never Received or Lost Policy Schedule Declaration (EN)	Utmost Pan Europe dac Never Received or Lost Policy Schedule Declaration	Utmost PanEurope	Operational Forms	English (EN)	FOS	Surrender or Claim	Utmost Pan Europe dac Never Received or Lost Policy Schedule Declaration Operational Forms Never Received or Lost Policy Schedule Declaration (EN) UPE PR 12847
KID – Selection Malta Life	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 PanEurope	Key Information Document	English (EN)	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 KID – Selection Malta Life UPE PR 12668
Key Information Document – Selection Capital Redemption	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 PanEurope	Key Information Document	English (EN)	FOS	New Policy	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 – Selection Capital Redemption UPE PR 12667
Selection Product Application Form for Existing Pension Schemes – Blevins Franks Wealth Management Limited with Utmost PanEurope dac	Selection Product Application Form for Existing Pension Schemes. This Form should only be used by Malta Pension Trustee customers of Blevins Franks Wealth Management Limited (BFWML).	Utmost PanEurope	Application Form	English (EN)	FOS	New Policy	Selection Product Application Form for Existing Pension Schemes. This Form should only be used by Malta Pension Trustee customers of Blevins Franks Wealth Management Limited (BFWML). Application Form Selection Product Application Form for Existing Pension Schemes – Blevins Franks Wealth Management Limited with Utmost PanEurope dac UPE PR 00175
Application Form for Discounted Gift Trust Supplementary Application Form to Convert an Existing Selection Bond	Application Form for Discounted Gift Trust Supplementary Application Form to Convert an Existing Selection Bond with Utmost PanEurope dac.	Utmost PanEurope	Application Form	English (EN)	FOS	Making a change to your policy	Application Form for Discounted Gift Trust Supplementary Application Form to Convert an Existing Selection Bond with Utmost PanEurope dac. Application Form Application Form for Discounted Gift Trust Supplementary Application Form to Convert an Existing Selection Bond UI PR 0092
Execution Only Form for Additional Single Premium Applicants	You must read and sign this declaration should you wish to apply an additional premium investment to your existing bond without seeking financial advice.	Utmost PanEurope	Operational Forms	English (EN)		New Policy	You must read and sign this declaration should you wish to apply an additional premium investment to your existing bond without seeking financial advice. Operational Forms Execution Only Form for Additional Single Premium Applicants UI PR 00152
Discounted Gift Trust for Conversion of an Existing Selection Bond – Absolute Trust	This trust deed is designed to be used only with pre-existing Selection bonds (written on a capital redemption basis and issued at least 12 months ago) now being converted to a discounted gift trust arrangement.	Utmost PanEurope	Operational Forms	English (EN)	FOS	Making a change to your policy	This trust deed is designed to be used only with pre-existing Selection bonds (written on a capital redemption basis and issued at least 12 months ago) now being converted to a discounted gift trust arrangement. Operational Forms Discounted Gift Trust for Conversion of an Existing Selection Bond – Absolute Trust UI PR 00117
KID – Selection Life	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 PanEurope	Key Information Document	English (EN)	FOS	New Policy	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 KID – Selection Life UI BR 0004
KID – Selection Capital Redemption	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 PanEurope	Key Information Document	English (EN)	FOS	New Policy	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 KID – Selection Capital Redemption UI BR 0003
Technical Sales Briefing – Why Use a Capital Redemption Bond?	This document details the benefits of a Capital Redemption Bond.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	This document details the benefits of a Capital Redemption Bond. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Why Use a Capital Redemption Bond? IOM PR 0002
Utmost Tax Guide for Individual Clients	Utmost tax guide for UK resident individual clients for use with Evolution, Estate Planning Bond, Delegation, Selection and Generation Planning Bond.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	Utmost tax guide for UK resident individual clients for use with Evolution, Estate Planning Bond, Delegation, Selection and Generation Planning Bond. Tax and regulatory Literature/technical sales aids and literature Utmost Tax Guide for Individual Clients AWI PR 0192
International Portfolio Bonds at a glance – client infographic	The key Benefits of International Bonds.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)		New Policy	The key Benefits of International Bonds. Tax and regulatory Literature/technical sales aids and literature International Portfolio Bonds at a glance – client infographic AWI PR 0153
Technical Sales Briefing – Cash Forecasting – Making Bond Cash Management Easier	This document explains the process for Utmost International Isle of Man Limited’s Evolution and Estate Planning Bond and Utmost PanEurope dac’s Selection, Delegation and Generation Planning Bond.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	This document explains the process for Utmost International Isle of Man Limited’s Evolution and Estate Planning Bond and Utmost PanEurope dac’s Selection, Delegation and Generation Planning Bond. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Cash Forecasting – Making Bond Cash Management Easier AWI PR 0028
Application Form for Additional Single Premium Investment, for Individual Policyholders with an International Portfolio Bond or Selection Bond	Application Form for Individual Policyholders who have an International Portfolio Bond or Selection Bond who wish to apply for a Additional Single Premium Investment with Utmost PanEurope dac.	Utmost PanEurope	Application Form	English (EN)	FOS	Making a change to your policy	Application Form for Individual Policyholders who have an International Portfolio Bond or Selection Bond who wish to apply for a Additional Single Premium Investment with Utmost PanEurope dac. Application Form Application Form for Additional Single Premium Investment, for Individual Policyholders with an International Portfolio Bond or Selection Bond AWI PR 0026
How can we help your client now, and in the future?	Infographic for Utmost International Isle of Man Limited and Utmost PanEurope dac UK products.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	Infographic for Utmost International Isle of Man Limited and Utmost PanEurope dac UK products. Tax and regulatory Literature/technical sales aids and literature How can we help your client now, and in the future? AWI PR 0002
Selection – A Summary for Financial Advisers	This guide summarises the Selection bond for Financial Advisers	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	FOS	New Policy	This guide summarises the Selection bond for Financial Advisers Product Guides/Brochures/Snapshots and Training Materials Selection – A Summary for Financial Advisers ALE PR 0044
Guide for Selection Individual Applicants	Guide for Selection Individual Applicants.	Utmost PanEurope	Operational Forms	English (EN)	FOS	New Policy	Guide for Selection Individual Applicants. Operational Forms Guide for Selection Individual Applicants ALE PR 0043
Selection at a Glance	This is an infographic with information about the Selection bond.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	This is an infographic with information about the Selection bond. Tax and regulatory Literature/technical sales aids and literature Selection at a Glance ALE PR 0041
Utmost PanEurope Terms of Business Statement and Application Form for Intermediaries	These Terms of Business regulate the relationship between Utmost PanEurope dac and the intermediary whose details are set out on the signatory page of these Terms of Business which are for the UK market.	Utmost PanEurope	Operational Forms	English (EN)	FOS	Making a change to your policy, New Policy	These Terms of Business regulate the relationship between Utmost PanEurope dac and the intermediary whose details are set out on the signatory page of these Terms of Business which are for the UK market. Operational Forms Utmost PanEurope Terms of Business Statement and Application Form for Intermediaries ALE PR 0026
Investor Declaration Form for Delegation and Selection	Investor declaration form for Utmost PanEurope dac’s Delegation and Selection.	Utmost PanEurope	Operational Forms	English (EN)	FOS	New Policy	Investor declaration form for Utmost PanEurope dac’s Delegation and Selection. Operational Forms Investor Declaration Form for Delegation and Selection ALE PR 0024
Adviser Charges Pack Agreement for Individuals, Trustees and Corporate Policyholders Form for Delegation and Selection	Adviser charges pack agreement form for individuals, trustees and corporate policyholders for Utmost PanEurope dac’s Delegation and Selection.	Utmost PanEurope	Operational Forms	English (EN)	FOS	New Policy	Adviser charges pack agreement form for individuals, trustees and corporate policyholders for Utmost PanEurope dac’s Delegation and Selection. Operational Forms Adviser Charges Pack Agreement for Individuals, Trustees and Corporate Policyholders Form for Delegation and Selection ALE PR 0023
Dealing Account – Overdraft Clearance Instruction Form	Please use this form to inform Utmost on what actions you would like to take in order to clear your overdraft.	Utmost Wealth Solutions	Operational Forms	English (EN)	FOS	Making a change to your policy	Please use this form to inform Utmost on what actions you would like to take in order to clear your overdraft. Operational Forms Dealing Account – Overdraft Clearance Instruction Form ALE PR 0018
Appointment of Financial Adviser Form	Please use this for to appoint a financial adviser for Utmost PanEurope dac’s Selection product.	Utmost PanEurope	Operational Forms	English (EN)	FOS	Making a change to your policy	Please use this for to appoint a financial adviser for Utmost PanEurope dac’s Selection product. Operational Forms Appointment of Financial Adviser Form ALE PR 0019
Nomination of Investment Adviser Form for Generation Planning Bond and Selection	Selection nomination of external manager and/or custodian form for use with Utmost PanEurope dac’s Selection bonds only.	Utmost PanEurope	Operational Forms	English (EN)	FOS	Making a change to your policy	Selection nomination of external manager and/or custodian form for use with Utmost PanEurope dac’s Selection bonds only. Operational Forms Nomination of Investment Adviser Form for Generation Planning Bond and Selection ALE PR 0016
Nomination of External Manager and/or Custodian Form for Selection	Selection nomination of external manager and/or custodian form for use with Utmost PanEurope dac’s Selection bonds only.	Utmost PanEurope	Operational Forms	English (EN)	FOS	Making a change to your policy, New Policy	Selection nomination of external manager and/or custodian form for use with Utmost PanEurope dac’s Selection bonds only. Operational Forms Nomination of External Manager and/or Custodian Form for Selection ALE PR 0015
Application Form for Trustee and Corporate Trustee Applicants for Selection with Utmost PanEurope dac	Application Form for Trustee and Corporate Trustee Applicants who wish to apply for Selection with Utmost PanEurope dac.	Utmost PanEurope	Application Form	English (EN)	FOS	New Policy	Application Form for Trustee and Corporate Trustee Applicants who wish to apply for Selection with Utmost PanEurope dac. Application Form Application Form for Trustee and Corporate Trustee Applicants for Selection with Utmost PanEurope dac ALE PR 0012
Application Form for Selection with Existing Pension Schemes with Utmost PanEurope dac	Application Form for use with Existing Pension Schemes for application for Selection with Utmost PanEurope dac.	Utmost PanEurope	Application Form	English (EN)	FOS	New Policy	Application Form for use with Existing Pension Schemes for application for Selection with Utmost PanEurope dac. Application Form Application Form for Selection with Existing Pension Schemes with Utmost PanEurope dac ALE PR 0013
Application Form for Corporate Applicants for Selection with Utmost PanEurope dac	Application Form for Corporate Applicants who wish to apply for Selection with Utmost PanEurope dac.	Utmost PanEurope	Application Form	English (EN)	FOS	New Policy	Application Form for Corporate Applicants who wish to apply for Selection with Utmost PanEurope dac. Application Form Application Form for Corporate Applicants for Selection with Utmost PanEurope dac ALE PR 0011
Application Form for Individual Applicants to apply for an Selection Bond	Application Form for Individual Applicants to apply for an Selection Bond. Issued by Utmost PanEurope dac for the UK market.	Utmost PanEurope	Application Form	English (EN)	FOS	New Policy	Application Form for Individual Applicants to apply for an Selection Bond. Issued by Utmost PanEurope dac for the UK market. Application Form Application Form for Individual Applicants to apply for an Selection Bond ALE PR 0010
Selection suitability paragraphs	These Utmost PanEurope dac’s Selection Bond suitability sample paragraphs and their content are for your information and consideration only.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS		These Utmost PanEurope dac’s Selection Bond suitability sample paragraphs and their content are for your information and consideration only. Tax and regulatory Literature/technical sales aids and literature Selection suitability paragraphs ALE PR 0009
Application Form for Selection Additional Single Premium Investment for Corporate Policyholders with Utmost PanEurope dac	Application Form for Corporate Policyholders who wish to apply for Selection Additional Single Premium Investment with Utmost PanEurope dac.	Utmost PanEurope	Application Form	English (EN)	FOS	Making a change to your policy	Application Form for Corporate Policyholders who wish to apply for Selection Additional Single Premium Investment with Utmost PanEurope dac. Application Form Application Form for Selection Additional Single Premium Investment for Corporate Policyholders with Utmost PanEurope dac ALE PR 0004
Application Form for Additional Single Premium Investment with an International Portfolio Bond or Selection Bond with Utmost PanEurope dac	Application Form for Trustee and Corporate Trustee Policyholders who have an International Portfolio Bond or Selection Bond who wish to apply for Additional Single Premium Investment with Utmost PanEurope dac.	Utmost PanEurope	Application Form	English (EN)	FOS	Making a change to your policy	Application Form for Trustee and Corporate Trustee Policyholders who have an International Portfolio Bond or Selection Bond who wish to apply for Additional Single Premium Investment with Utmost PanEurope dac. Application Form Application Form for Additional Single Premium Investment with an International Portfolio Bond or Selection Bond with Utmost PanEurope dac ALE PR 0003

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