Document Library

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Process: Making a change to your policy

Asset Type: Operational Forms

Documents

Title	Description	Insurer	Market	Language	Product	Regime	Excerpt
Apex Portugal Notification of intention to return to the UK	Before completing this form you should discuss your personal circumstances with your Insurance Intermediary to ensure that the Life Insurance Policy will continue to meet your needs on your return to the UK.	Portugal (PT)	Utmost PanEurope	English (EN)	Apex (Portugal)	FOS	Before completing this form you should discuss your personal circumstances with your Insurance Intermediary to ensure that the Life Insurance Policy will continue to meet your needs on your return to the UK. Operational Forms Apex Portugal Notification of intention to return to the UK UPE_WS PR 00046
Varallisuuden Lähde	Varallisuuden Lähde asiakkaan varallisuustietojen toimittamisesta	Finland (FI)	Utmost Wealth Solutions	Finnish (FI)	Non Product Specific	FOS	Varallisuuden Lähde asiakkaan varallisuustietojen toimittamisesta Operational Forms Varallisuuden Lähde UWS PR 00433
Future Vakuutuksenottajan ja Vakuutetun välinen sopimus	Future vakuutuksenottajan ja vakuutetun välinen sopimus, jolla voidaan sopiva vakuutetun työntekijän oikeuksista vakuutukseen.	Finland (FI)	Utmost PanEurope	Finnish (FI)	Future	FOS	Future vakuutuksenottajan ja vakuutetun välinen sopimus, jolla voidaan sopiva vakuutetun työntekijän oikeuksista vakuutukseen. Operational Forms Future Vakuutuksenottajan ja Vakuutetun välinen sopimus UPE_WS PR 00096
Target ja Future Vakuutusedustajan palvelupalkkio-lomake	Tällä lomakkeella voit pyytää vakuutusneuvojan palkkiota Target ja Future vakuutuksille.	Finland (FI)	Utmost PanEurope	Finnish (FI)	Future, Target	FOS	Tällä lomakkeella voit pyytää vakuutusneuvojan palkkiota Target ja Future vakuutuksille. Operational Forms Target ja Future Vakuutusedustajan palvelupalkkio-lomake UPE_WS \| 05327
Valtakirja	Valtakirja.	Finland (FI)	Utmost PanEurope	Finnish (FI)	Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed), Wealth Portfolio Finland	FOS	Valtakirja. Operational Forms Valtakirja UPE_WS \| 4433
Luovutusilmoituslomake	Tätä asiakirjaa voidaan käyttää vakuutuksen luovuttamiseen kolmannelle osapuolelle.	Finland (FI)	Utmost PanEurope	Finnish (FI)	Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed), Wealth Portfolio Finland		Tätä asiakirjaa voidaan käyttää vakuutuksen luovuttamiseen kolmannelle osapuolelle. Operational Forms Luovutusilmoituslomake UPE_WS \| 05078
Palvelupalkkio-lomake	Tällä lomakkeella voidaan pyytää palvelumaksun palkkion käyttöönottoa Wealth Portfolio Finland ja Professional Portfolio vakuutuksille.	Finland (FI)	Utmost PanEurope	English (EN), Finnish (FI)	Professional Portfolio, Wealth Portfolio Finland	FOS	Tällä lomakkeella voidaan pyytää palvelumaksun palkkion käyttöönottoa Wealth Portfolio Finland ja Professional Portfolio vakuutuksille. Operational Forms Palvelupalkkio-lomake UPE_WS \| 05008
Ilmoitus vakuutuksen panttaamisesta	Lomake jolla vakuutus voidaan pantata.	Finland (FI)	Utmost PanEurope	English (EN), Finnish (FI)	Advantage Corporate (Closed), Professional Portfolio, Vision (Closed), Wealth Portfolio Finland	FOS	Lomake jolla vakuutus voidaan pantata. Operational Forms Ilmoitus vakuutuksen panttaamisesta UPE_WS \| 04429
Vision ja Advantage Vakuutusmaksuvapaa ja säännöllisten vakuutusmaksujen uudelleenaktivointi	Tätä lomaketta voidaan käyttää, jos vakuutuksenottaja haluaa ottaa vakuutusmaksuvapaan tai palauttaa säännöllisen vakuutusmaksunsa Vision tai Advantage vakuutuksille.	Finland (FI)	Utmost PanEurope	English (EN), Finnish (FI)	Advantage Corporate (Closed), Future, Target, Vision (Closed)	FOS	Tätä lomaketta voidaan käyttää, jos vakuutuksenottaja haluaa ottaa vakuutusmaksuvapaan tai palauttaa säännöllisen vakuutusmaksunsa Vision tai Advantage vakuutuksille. Operational Forms Vision ja Advantage Vakuutusmaksuvapaa ja säännöllisten vakuutusmaksujen uudelleenaktivointi UPE_WS \| 04430
Rekisteröityminen Service Centre verkkopalveluun vakuutusedustajana	Tällä lomakkeella vakuutusedustaja voi rekisteröityä verkkopalveluumme.	Finland (FI)	Utmost PanEurope	English (EN), Finnish (FI)	Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed), Wealth Portfolio Finland	FOS	Tällä lomakkeella vakuutusedustaja voi rekisteröityä verkkopalveluumme. Operational Forms Rekisteröityminen Service Centre verkkopalveluun vakuutusedustajana UPE_WS \| 04431
Rekisteröityminen Service Centre verkkopalveluun	Tällä lomakkeella vakuutuksenottajat voivat rekisteröityä verkkopalveluumme.	Finland (FI)	Utmost PanEurope	English (EN), Finnish (FI)	Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed), Wealth Portfolio Finland	FOS	Tällä lomakkeella vakuutuksenottajat voivat rekisteröityä verkkopalveluumme. Operational Forms Rekisteröityminen Service Centre verkkopalveluun UPE_WS \| 04432
Arvopaperisiirto	Tätä lomaketta käytetään arvopaperisiirtojen yhteydessä tarvittaessa.	Finland (FI)	Utmost PanEurope	English (EN), Finnish (FI)	Professional Portfolio, Wealth Portfolio Finland	FOS	Tätä lomaketta käytetään arvopaperisiirtojen yhteydessä tarvittaessa. Operational Forms Arvopaperisiirto UPE_WS \| 04434
Nimikirjoituksen Vahvistaminen Käsialanäyte	Lomake, jolla muuttunut nimikirjoitus voidaan vahvistaa.	Finland (FI)	Utmost PanEurope	English (EN), Finnish (FI)	Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed), Wealth Portfolio Finland	FOS	Lomake, jolla muuttunut nimikirjoitus voidaan vahvistaa. Operational Forms Nimikirjoituksen Vahvistaminen Käsialanäyte UPE_WS \| 04324
Osoitteenmuutos	Lomake osoitteenmuutoksesta ilmoittamiseksi.	Finland (FI)	Utmost PanEurope	English (EN), Finnish (FI)	Advantage Corporate (Closed), Professional Portfolio, Vision (Closed), Wealth Portfolio Finland	FOS	Lomake osoitteenmuutoksesta ilmoittamiseksi. Operational Forms Osoitteenmuutos UPE_WS \| 04408
Ilmoitus Verosääntöjen Noudattamisesta Yksityisasiakkaille (Tax Declaration and Self-Certification for Individuals) – Bilingual FI/EN	The Tax Declaration and Self-Certification form should be completed in order to 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 investors only.	Finland (FI)	Utmost PanEurope	English (EN), Finnish (FI)	Advantage Corporate (Closed), Professional Portfolio, Vision (Closed), Wealth Portfolio Finland	FOS	The Tax Declaration and Self-Certification form should be completed in order to 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 investors only. Operational Forms Ilmoitus Verosääntöjen Noudattamisesta Yksityisasiakkaille (Tax Declaration and Self-Certification for Individuals) – Bilingual FI/EN UPE_WS \| 04409
Edunsaajamääräys	Lomake, jolla edunsaajia voidaan muuttaa/nimittää.	Finland (FI)	Utmost PanEurope	English (EN), Finnish (FI)	Advantage Corporate (Closed), Professional Portfolio, Vision (Closed), Wealth Portfolio Finland	FOS	Lomake, jolla edunsaajia voidaan muuttaa/nimittää. Operational Forms Edunsaajamääräys UPE_WS \| 04411
Sijoituspäätösvallan siirtolomake	Tällä lomakkeella voidaan antaa kolmannelle osapuolelle oikeus valita sijoituskohteita Vision, Advantage, Target ja Future vakuutuksille.	Finland (FI)	Utmost PanEurope	English (EN), Finnish (FI)	Advantage Corporate (Closed), Future, Target, Vision (Closed)	FOS	Tällä lomakkeella voidaan antaa kolmannelle osapuolelle oikeus valita sijoituskohteita Vision, Advantage, Target ja Future vakuutuksille. Operational Forms Sijoituspäätösvallan siirtolomake UPE_WS \| 04428
Kaupankäyntiohjeet	Lomake kaupankäyntiohjeiden antamiseen Wealth Portfolio Finland ja Professional Portfolio vakuutuksille.	Finland (FI)	Utmost PanEurope	English (EN), Finnish (FI)	Professional Portfolio, Wealth Portfolio Finland	FOS	Lomake kaupankäyntiohjeiden antamiseen Wealth Portfolio Finland ja Professional Portfolio vakuutuksille. Operational Forms Kaupankäyntiohjeet UPE_WS \| 04288
Jatkuvan maksun muutos ja ylimääräiset kertamaksut	Lomake jatkuvien vakuutusmaksujen summan muuttamiseen ja/tai lisämaksujen tekemiseen.	Finland (FI)	Utmost PanEurope	English (EN), Finnish (FI)	Advantage Corporate (Closed), Professional Portfolio, Vision (Closed)	FOS	Lomake jatkuvien vakuutusmaksujen summan muuttamiseen ja/tai lisämaksujen tekemiseen. Operational Forms Jatkuvan maksun muutos ja ylimääräiset kertamaksut UPE_WS \| 04289
Vision ja Advantage Finland Rahastojen vaihto tai vakuutusmaksun uudelleenohjaus	Lomake rahastojen vaihtoon tai uudelleenohjaukseen Vision ja Advantage vakuutuksille.	Finland (FI)	Utmost PanEurope	English (EN), Finnish (FI)	Vision (Closed)	FOS	Lomake rahastojen vaihtoon tai uudelleenohjaukseen Vision ja Advantage vakuutuksille. Operational Forms Vision ja Advantage Finland Rahastojen vaihto tai vakuutusmaksun uudelleenohjaus UPE_WS \| 04285
Ilmoitus Verosa¨a¨nto¨jen Noudattamisesta Oikeushenkilo¨ille (Tax Declaration and Self-Certification for Entity Investors) Bilingual FI/EN	The Tax Declaration and Self-Certification form should be completed in order to 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 Entity investors such as, companies, corporate trusts or foundations.	Finland (FI)	Utmost PanEurope	English (EN), Finnish (FI)	Non Product Specific	FOS	The Tax Declaration and Self-Certification form should be completed in order to 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 Entity investors such as, companies, corporate trusts or foundations. Operational Forms Ilmoitus Verosa¨a¨nto¨jen Noudattamisesta Oikeushenkilo¨ille (Tax Declaration and Self-Certification for Entity Investors) Bilingual FI/EN UPE PR 12865
ELÄKE-ETUUSMAKSULOMAKE (PENSION BENEFIT PAYMENT FORM)	ELÄKE-ETUUSMAKSULOMAKE (PENSION BENEFIT PAYMENT FORM) for Future /Advantage (Corporate)	Finland (FI)	Utmost PanEurope	English (EN), Finnish (FI)	Future		ELÄKE-ETUUSMAKSULOMAKE (PENSION BENEFIT PAYMENT FORM) for Future /Advantage (Corporate) Operational Forms ELÄKE-ETUUSMAKSULOMAKE (PENSION BENEFIT PAYMENT FORM) UPE PR 12869
Wealth Portfolio Finland Lisäsijoituslomake	Lomake lisämaksun tekemiseen Wealth Portfolio Finland vakuuutukseen.	Finland (FI)	Utmost PanEurope	English (EN), Finnish (FI)	Wealth Portfolio Finland	FOS	Lomake lisämaksun tekemiseen Wealth Portfolio Finland vakuuutukseen. Operational Forms Wealth Portfolio Finland Lisäsijoituslomake UPE PR 12659
Wealth Portfolio Finland Varainhoitajan tai valtuutetun säilytyspankin nimittäminen	Lomake täyden valtakirjan varainhoitajan tai valtuutetun säilytyspankin nimittämiseen Wealth Portfolio Finland vakuutukseen.	Finland (FI)	Utmost PanEurope	English (EN), Finnish (FI)	Wealth Portfolio Finland		Lomake täyden valtakirjan varainhoitajan tai valtuutetun säilytyspankin nimittämiseen Wealth Portfolio Finland vakuutukseen. Operational Forms Wealth Portfolio Finland Varainhoitajan tai valtuutetun säilytyspankin nimittäminen UPE PR 12507
Target ja Future Maksuvapaapyyntö	Lomake vakuutusmaksukauden aikana pyydettävälle maksuvapaalle.	Finland (FI)	Utmost PanEurope	English (EN), Finnish (FI)	Future, Target		Lomake vakuutusmaksukauden aikana pyydettävälle maksuvapaalle. Operational Forms Target ja Future Maksuvapaapyyntö UPE PR 12434
Hong Kong switch form for use with Unit-linked accounts (English)	Switch Form for use with Unit-Linked Accounts. For Hong Kong use only.	Hong Kong (HK)	Utmost International - IoM	English (EN)	Non Product Specific	FOS	Switch Form for use with Unit-Linked Accounts. For Hong Kong use only. Operational Forms Hong Kong switch form for use with Unit-linked accounts (English) ULQ PR \| 13555
Change of Bank Details Form	Use this Utmost International Isle of Man Limited form to update bank details for incoming premiums for the Managed Capital Account, Managed Savings Account, Managed Pension Account and Executive Wealthbuilder Account.	Europe Expat, Middle East, Rest of the World, United Kingdom (UK)	Utmost International - IoM	English (EN)	Legacy Product (Closed), Managed Capital Account	FOS	Use this Utmost International Isle of Man Limited form to update bank details for incoming premiums for the Managed Capital Account, Managed Savings Account, Managed Pension Account and Executive Wealthbuilder Account. Operational Forms Change of Bank Details Form ULQ PR \| 00654
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.	Singapore (SG)	Utmost Worldwide	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
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.	Hong Kong (HK), Singapore (SG), Switzerland (CH)	Utmost Worldwide	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
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.	Hong Kong (HK), Rest of the World, Singapore (SG), Switzerland (CH), United Kingdom (UK)	Utmost Worldwide	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
Individual International Tax Compliance From (International)	This form should be used by individuals to self-certify your Tax Compliance (International)	Rest of the World	Utmost Worldwide	English (EN)	Choice and Vision - International, Focus - International, Professional Portfolio - International	FOS	This form should be used by individuals to self-certify your Tax Compliance (International) Operational Forms Individual International Tax Compliance From (International) UWWS PR 00084
Professional Portfolio Payment Methods Information for Clients and Brokers Form International	Professional Portfolio Payment Methods Information for Clients and Brokers Form	Rest of the World	Utmost Worldwide	English (EN)	Professional Portfolio - International	FOS	Professional Portfolio Payment Methods Information for Clients and Brokers Form Operational Forms Professional Portfolio Payment Methods Information for Clients and Brokers Form International UWWS PR 00085
US Person Declaration Form (International)	This form should be used where you are a non-US resident US Person wishing to buy or increase the investment in your Plan (International)	Rest of the World	Utmost Worldwide	English (EN)	Choice and Vision - International, Focus - International, Professional Portfolio - International	FOS	This form should be used where you are a non-US resident US Person wishing to buy or increase the investment in your Plan (International) Operational Forms US Person Declaration Form (International) UWWS PR 00090
Regular Premium Increase and Single Premium Top-Up Request Form (International)	This form should be used were you want to request a regular premium increase or a single premium top-up on your unit-linked Plan (international)	Rest of the World	Utmost Worldwide	English (EN)	Choice and Vision - International, Focus - International	FOS	This form should be used were you want to request a regular premium increase or a single premium top-up on your unit-linked Plan (international) Operational Forms Regular Premium Increase and Single Premium Top-Up Request Form (International) UWWS PR 00099
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.	Hong Kong (HK), Rest of the World, Singapore (SG), Switzerland (CH), United Kingdom (UK)	Utmost Worldwide	English (EN)	Non Product Specific	FOS	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 Structured Product Confirmation (Singapore)	This form should be used where you want to include structured products as underlying investments on your Singapore issued Professional Portfolio Plan.	Singapore (SG)	Utmost Worldwide	English (EN)	Professional Portfolio - Singapore	FOS	This form should be used where you want to include structured products as underlying investments on your Singapore issued Professional Portfolio Plan. Operational Forms Professional Portfolio Structured Product Confirmation (Singapore) UWWS PR 00113
Entity International Tax Compliance Form (Singapore)	This form should be used were you are an entity and want to self-certify your tax compliance for an Utmost Worldwide Limited bond (Singapore)	Singapore (SG)	Utmost Worldwide	English (EN)	Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore	FOS	This form should be used were you are an entity and want to self-certify your tax compliance for an Utmost Worldwide Limited bond (Singapore) Operational Forms Entity International Tax Compliance Form (Singapore) UWWS PR 00072
Unit Linked Investment Services Authority Form (Hong Kong)	This form should be used were you want to appoint an Investment Adviser to your Utmost Worldwide Limited, Unit-Linked Plan. For use in the Hong Kong market only.	Hong Kong (HK)	Utmost Worldwide	English (EN)	Choice and Vision - International, Focus - International	FOS	This form should be used were you want to appoint an Investment Adviser to your Utmost Worldwide Limited, Unit-Linked Plan. For use in the Hong Kong market only. Operational Forms Unit Linked Investment Services Authority Form (Hong Kong) UWWS PR 00066
Verification of Corporate or Trustee Identity (International)	This form is to be used to verify the identity of a Company or a Trustee.	Rest of the World	Utmost Worldwide	English (EN)	Choice and Vision - International, Focus - International, Professional Portfolio - International	FOS	This form is to be used to verify the identity of a Company or a Trustee. Operational Forms Verification of Corporate or Trustee Identity (International) UWWS PR 00055
Nomination of Beneficiaries Form (International)	This form should be used to provide details of the nominated Beneficiaries of your Utmost Worldwide Limited Plan.	Rest of the World	Utmost Worldwide	English (EN)	Choice and Vision - International, Focus - International, Professional Portfolio - International	FOS	This form should be used to provide details of the nominated Beneficiaries of your Utmost Worldwide Limited Plan. Operational Forms Nomination of Beneficiaries Form (International) UWWS PR 00056
Professional Portfolio Additional Contribution Request Form (International)	Additional Contribution Request Form is be used to should you wish to apply an additional contribution to your Professional Portfolio Bond (International)	Rest of the World	Utmost Worldwide	English (EN)	Choice and Vision - International, Focus - International, Professional Portfolio - International	FOS	Additional Contribution Request Form is be used to should you wish to apply an additional contribution to your Professional Portfolio Bond (International) Operational Forms Professional Portfolio Additional Contribution Request Form (International) UWWS PR 00058
Professional Portfolio Premium Request Form (International)	This form should be used to instruct an additional premium payment to your Professional Portfolio Life Plan (International)	Rest of the World	Utmost Worldwide	English (EN)	Choice and Vision - International, Focus - International, Professional Portfolio - International	FOS	This form should be used to instruct an additional premium payment to your Professional Portfolio Life Plan (International) Operational Forms Professional Portfolio Premium Request Form (International) UWWS PR 00059
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.	Singapore (SG)	Utmost Worldwide	English (EN)	Choice and Vision - Singapore, Focus - Singapore	FOS	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
Never received / Lost Policy Declaration (International)	Never Received / Lost Policy Declaration, for use in the International 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.	Rest of the World	Utmost Worldwide	English (EN)	Choice and Vision - International, Focus - International, Professional Portfolio - International	FOS	Never Received / Lost Policy Declaration, for use in the International 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
Payment Instruction Form (International)	This form should be used were you want to give us premium payment instructions (international)	Rest of the World	Utmost Worldwide	English (EN)	Choice and Vision - International, Focus - International, Professional Portfolio - International	FOS	This form should be used were you want to give us premium payment instructions (international) Operational Forms Payment Instruction Form (International) UWWS PR 00046
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.	Singapore (SG)	Utmost Worldwide	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
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.	Singapore (SG)	Utmost Worldwide	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
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.	Singapore (SG)	Utmost Worldwide	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
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.	Singapore (SG)	Utmost Worldwide	English (EN)	Choice and Vision - Singapore, Focus - Singapore	FOS	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
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	Singapore (SG)	Utmost Worldwide	English (EN)	Professional Portfolio - Singapore	FOS	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
Fixed Deposit – Placement Request Form for Professional Portfolio Bond (Singapore)	Fixed Deposit – Placement Request Form, to be used to instruct a fixed deposit included in the investments for your Utmost Worldwide Limited Professional Portfolio Bond, for use in the Singapore market.	Singapore (SG)	Utmost Worldwide	English (EN)	Professional Portfolio - Singapore	FOS	Fixed Deposit – Placement Request Form, to be used to instruct a fixed deposit included in the investments for your Utmost Worldwide Limited Professional Portfolio Bond, for use in the Singapore market. Operational Forms Fixed Deposit – Placement Request Form for Professional Portfolio Bond (Singapore) UWWS PR 00018
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	Singapore (SG)	Utmost Worldwide	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
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.	Singapore (SG)	Utmost Worldwide	English (EN)	Choice and Vision - Singapore, Focus - Singapore	FOS	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
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.	Singapore (SG)	Utmost Worldwide	English (EN)	Choice and Vision - Singapore, Focus - Singapore	FOS	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
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.	Singapore (SG)	Utmost Worldwide	English (EN)	Choice and Vision - Singapore	FOS	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
Transferring Assets to Your Bond/Account	Please use this form when transferring assets to your Plan/Bond/Policy. For use withformer Quilter International Products, not for use in Hong Kong.	Europe Expat, Rest of the World, Singapore (SG), Spain (ES), Sweden (SE), United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	European Executive Investment Bond – PRIIPs, Executive Investment Account, Executive Investment Bond, Executive Life Portfolio, Executive Redemption Bond, Executive Redemption Bond – QIME, International Portfolio Bond (Closed), Non Product Specific, Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus), Swedish Executive Portfolio – PRIIPs, Tailored Life Plan (TLP)	FOS	Please use this form when transferring assets to your Plan/Bond/Policy. For use withformer Quilter International Products, not for use in Hong Kong. Operational Forms Transferring Assets to Your Bond/Account UWSQ PR 25131
Request Remuneration to Your Financial Adviser	Please use this form to pay an ongoing service fee or ongoing service charge to your financial adviser. For use withformer Quilter International Products only.	Rest of the World, Singapore (SG), United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	Non Product Specific	FOS	Please use this form to pay an ongoing service fee or ongoing service charge to your financial adviser. For use withformer Quilter International Products only. Operational Forms Request Remuneration to Your Financial Adviser UWSQ PR 25129
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.	Singapore (SG)	Utmost Worldwide	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
Declaration of an Assignment Form (Singapore)	Declaration of Assignment Form for use with an Utmost Worldwide Limited Plan, for the Singapore market.	Singapore (SG)	Utmost Worldwide	English (EN)	Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore	FOS	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
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.	Singapore (SG)	Utmost Worldwide	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
Deferring a Policy Fund Entitlement	This form needs to be completed when a client requests to change their Policy Fund entitlements.	Middle East, Rest of the World, United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	Non Product Specific	FOS	This form needs to be completed when a client requests to change their Policy Fund entitlements. Operational Forms Deferring a Policy Fund Entitlement UWSQ PR \| 25162
Request to Add or Remove a Life Assured Form	This form can be used to add or remove a life assured on your Utmost International Portfolio Bond.	Europe Expat	Utmost Wealth Solutions	English (EN)	Non Product Specific	FOS	This form can be used to add or remove a life assured on your Utmost International Portfolio Bond. Operational Forms Request to Add or Remove a Life Assured Form UWSQ PR \| 20814
Appointing an Authorised Custodian – Wealth bond	Please use this form to request Utmost International Isle of Man Limited or Utmost PanEurope dac to appoint an authorised custodian. This form is only for use with the International Wealth Bond or European Wealth Bond.	United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	Non Product Specific		Please use this form to request Utmost International Isle of Man Limited or Utmost PanEurope dac to appoint an authorised custodian. This form is only for use with the International Wealth Bond or European Wealth Bond. Operational Forms Appointing an Authorised Custodian – Wealth bond UWSQ PR \| 20951
Appointing a Fund Adviser	This form can be used with Utmost International Isle of Man Limited orUtmost PanEurope dac a range of portfolio bonds available in all regions (except Hong Kong).	Middle East, Singapore (SG)	Utmost Wealth Solutions	English (EN)	European Executive Investment Bond – PRIIPs, Executive Investment Account, Executive Investment Bond, Executive Investment Plan, Executive Investment Portfolio, Executive Life Portfolio, Life Insurance Portfolio, Non Product Specific	FOS	This form can be used with Utmost International Isle of Man Limited orUtmost PanEurope dac a range of portfolio bonds available in all regions (except Hong Kong). Operational Forms Appointing a Fund Adviser UWSQ PR \| 20985
Letter of authorisation for Authorised Custodian Account Form	This letter of authorisation permits the authorised individual to carry out actions in respect of the accounts opened by Utmost International Isle of Man Limited or Utmost PanEurope dac. with the authorised custodian.	Europe Expat, Middle East, Singapore (SG), United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	Non Product Specific		This letter of authorisation permits the authorised individual to carry out actions in respect of the accounts opened by Utmost International Isle of Man Limited or Utmost PanEurope dac. with the authorised custodian. Operational Forms Letter of authorisation for Authorised Custodian Account Form UWSQ PR \| 20660
Request for Utmost International to Appoint an Authorised Custodian	This form can be used if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac. to appoint an authorised custodian in respect of your bond/ account/plan/ policy. For use with the following products – Collective Investment Plan, Executive Life Portfolio, Spanish Collective Investment Bond, Life Investment Portfolio, Life Investment Portfolio Plus, and Wealth Management Plan.	Europe Expat, Middle East, Rest of the World, Sweden (SE)	Utmost Wealth Solutions	English (EN)	Executive Life Portfolio, Life Insurance Portfolio, Life Insurance Portfolio Plus, Spanish Collective Investment Bond		This form can be used if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac. to appoint an authorised custodian in respect of your bond/ account/plan/ policy. For use with the following products – Collective Investment Plan, Executive Life Portfolio, Spanish Collective Investment Bond, Life Investment Portfolio, Life Investment Portfolio Plus, and Wealth Management Plan. Operational Forms Request for Utmost International to Appoint an Authorised Custodian UWSQ PR \| 20668
Appointment of an Authorised Custodian(s) Form	This form can be used if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac. to appoint an authorised custodian in respect of your bond/ account/plan/ policy. For use with the following products – European Portfolio Bond, European Wealth Bond, Executive Investment Plan, International Portfolio Bond, International Wealth Bond, Swedish Executive Portfolio, Silk Life Plan, and Tailored Life Plan.	Europe Expat, Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	European Executive Investment Bond – PRIIPs, Executive Investment Plan, International Portfolio Bond (Closed), Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus), Swedish Executive Portfolio – PRIIPs, Tailored Life Plan (TLP)		This form can be used if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac. to appoint an authorised custodian in respect of your bond/ account/plan/ policy. For use with the following products – European Portfolio Bond, European Wealth Bond, Executive Investment Plan, International Portfolio Bond, International Wealth Bond, Swedish Executive Portfolio, Silk Life Plan, and Tailored Life Plan. Operational Forms Appointment of an Authorised Custodian(s) Form UWSQ PR \| 20669
Authorised Custodian Internet Service Request Form	This form can be used to request access to the view only internet service provided by the authorised custodian.	Europe Expat, Middle East	Utmost Wealth Solutions	English (EN)	Non Product Specific	FOS	This form can be used to request access to the view only internet service provided by the authorised custodian. Operational Forms Authorised Custodian Internet Service Request Form UWSQ PR \| 17990
Data Subject Access Request Form	This form is for you, or someone you have authorised to represent you, to request a copy of the personal information we hold for you.	United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	Non Product Specific		This form is for you, or someone you have authorised to represent you, to request a copy of the personal information we hold for you. Operational Forms Data Subject Access Request Form UWSQ PR \| 18031
Appointing a Discretionary Asset Manager to your Wealth Bond	This form should be used for International Wealth Bond or European Wealth Bond policyholders only, who would like to change their discretionary asset manager. This form should be used where you have not requested Quilter International to restrict the asset range.	United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	Non Product Specific		This form should be used for International Wealth Bond or European Wealth Bond policyholders only, who would like to change their discretionary asset manager. This form should be used where you have not requested Quilter International to restrict the asset range. Operational Forms Appointing a Discretionary Asset Manager to your Wealth Bond UWSQ PR \| 12370
Amendment to Wealth Interactive, Policyholder Online Service Terms (Providing Limited Access)	This form allows Trustee Policyholders to request online access for their Clients/Members.	Singapore (SG)	Utmost Wealth Solutions	English (EN)	Non Product Specific	FOS	This form allows Trustee Policyholders to request online access for their Clients/Members. Operational Forms Amendment to Wealth Interactive, Policyholder Online Service Terms (Providing Limited Access) UWSQ PR \| 11544
Amendment to Wealth Interactive, Policyholder Online Service Terms	This form allows Trustee Policyholders to request online access for their Clients/Members.	Singapore (SG)	Utmost Wealth Solutions	English (EN)	Non Product Specific	FOS	This form allows Trustee Policyholders to request online access for their Clients/Members. Operational Forms Amendment to Wealth Interactive, Policyholder Online Service Terms UWSQ PR \| 11729
Discounted Gift Trust Declaration of Continuing Good Health Form	This declaration should be completed by the settlor to confirm that their health has not changed since the date of the original application toUtmost Innternational Isle of Man Limited, Utmost International Trustee Solutions Limited orUtmost PanEurope dac.	United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	Non Product Specific	FOS	This declaration should be completed by the settlor to confirm that their health has not changed since the date of the original application toUtmost Innternational Isle of Man Limited, Utmost International Trustee Solutions Limited orUtmost PanEurope dac. Operational Forms Discounted Gift Trust Declaration of Continuing Good Health Form UWSQ PR \| 04612
Change of financial adviser	Please use this form if you wish to appoint a new or remove a financial adviser. If you remove a financial adviser this will stop all correspondence or information in respect of your policy going through that financial adviser.	Europe Expat, Hong Kong (HK), Middle East, Rest of the World, Singapore (SG), United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	Non Product Specific	FOS	Please use this form if you wish to appoint a new or remove a financial adviser. If you remove a financial adviser this will stop all correspondence or information in respect of your policy going through that financial adviser. Operational Forms Change of financial adviser UWSQ PR \| 05271
Portfolio Bond Endorsement Request Form	This form can be used to endorse highly personalised bonds and bring into the UK regulations as well as reduce tax implications.	Europe Expat, Hong Kong (HK), Singapore (SG), Sweden (SE)	Utmost Wealth Solutions	English (EN)	Non Product Specific	FOS	This form can be used to endorse highly personalised bonds and bring into the UK regulations as well as reduce tax implications. Operational Forms Portfolio Bond Endorsement Request Form UWSQ PR \| 02013
French Executive Portfolio Appointment of Fund Adviser Form	This form can be used if you wish to appoint a firm to act as a discretionary fund advisor on your French Executive Portfolio.	Europe Expat	Utmost PanEurope	English (EN)	Non Product Specific		This form can be used if you wish to appoint a firm to act as a discretionary fund advisor on your French Executive Portfolio. Operational Forms French Executive Portfolio Appointment of Fund Adviser Form UPEQ PR \| 20844
Mutual Stipulations and Nomination Form Irish jointly Owned Products	This form should be used for policies subject to the laws of Belgium, Cyprus, Spain or Sweden. Complete this form if you are the policyholder and request for the mutual stipulations wording to be applied to your policy and also wish to nominate the beneficiary(ies) listed in the appointment of beneficiary(ies) for your policy.	Belgium (BE), Cyprus (CY), Spain (ES), Sweden (SE)	Utmost PanEurope	English (EN)	Non Product Specific	FOS	This form should be used for policies subject to the laws of Belgium, Cyprus, Spain or Sweden. Complete this form if you are the policyholder and request for the mutual stipulations wording to be applied to your policy and also wish to nominate the beneficiary(ies) listed in the appointment of beneficiary(ies) for your policy. Operational Forms Mutual Stipulations and Nomination Form Irish jointly Owned Products UPEQ PR \| 21042
UPE Declaration of Residence Outside of Ireland	Utmost PanEurope Policyholders resident outside of Ireland must make the declarations contained in this form in order to receive payments without the deduction of Irish tax if they hold a policy issued by an Irish insurer.	Europe Expat, Rest of the World, United Kingdom (UK)	Utmost PanEurope	English (EN)	Non Product Specific	FOS	Utmost PanEurope Policyholders resident outside of Ireland must make the declarations contained in this form in order to receive payments without the deduction of Irish tax if they hold a policy issued by an Irish insurer. Operational Forms UPE Declaration of Residence Outside of Ireland UPEQ PR \| 20900
Beneficiary Nomination Request for non UK residents	This is a Beneficiary Nomination Request form for non UK resident Policyholders for Utmost PanEurope dac	Europe Expat	Utmost PanEurope	English (EN)	Non Product Specific		This is a Beneficiary Nomination Request form for non UK resident Policyholders for Utmost PanEurope dac Operational Forms Beneficiary Nomination Request for non UK residents UPEQ PR \| 14896
Swedish Executive Portfolio Loan Appendix Form	Complete this form if you wish for the Loan Appendix contained in this document to be incorporated into your policy.	Sweden (SE)	Utmost PanEurope	English (EN)	Swedish Executive Portfolio – PRIIPs		Complete this form if you wish for the Loan Appendix contained in this document to be incorporated into your policy. Operational Forms Swedish Executive Portfolio Loan Appendix Form UPEQ PR \| 14654
Payment Instruction Form	This form is for use with Utmost PanEurope dac. Omega and Integra policies.	Europe Expat	Utmost PanEurope	English (EN)	Non Product Specific		This form is for use with Utmost PanEurope dac. Omega and Integra policies. Operational Forms Payment Instruction Form UPEQ PR \| 19967
Begäran om byte av Förvaltare	Detta formulär kan användas för att begära att överföra vårdnad om tillgångar.This form can be used to request to transfer custodianship of assets.	Sweden (SE)	Utmost PanEurope	English (EN), Swedish (SV)	Non Product Specific, Swedish Executive Portfolio – PRIIPs	FOS	Detta formulär kan användas för att begära att överföra vårdnad om tillgångar.This form can be used to request to transfer custodianship of assets. Operational Forms Begäran om byte av Förvaltare UPEQ PR \| 06987
Nomination of Investment Adviser Form for Apex France with Utmost PanEurope dac	This form can be used to nominate an Investment Advisor for your Apex France policy.	France (FR)	Utmost PanEurope	English (EN)	Apex (France)	FOS	This form can be used to nominate an Investment Advisor for your Apex France policy. Operational Forms Nomination of Investment Adviser Form for Apex France with Utmost PanEurope dac UPE_WS PR 00119
Change of Beneficiary Form for Apex France with Utmost PanEurope dac	This form can be used to change the beneficiary of your Apex France policy.	France (FR)	Utmost PanEurope	English (EN)	Apex (France)	FOS	This form can be used to change the beneficiary of your Apex France policy. Operational Forms Change of Beneficiary Form for Apex France with Utmost PanEurope dac UPE_WS PR 00120
Switch Form	This form enables you to switch your investments or change the funds in which your future regular investments are invested.	Europe Expat	Utmost PanEurope	English (EN)	Non Product Specific		This form enables you to switch your investments or change the funds in which your future regular investments are invested. Operational Forms Switch Form UPEQ PR \| 03361
PWP España Formulario de cambio de nombre y domicilio	Operational Forms PWP España Formulario de cambio de nombre y domicilio UPE_WS PR 00058	Spain (ES)	Utmost PanEurope	Spanish (ES)	Private Wealth Portfolio - Spain		Operational Forms PWP España Formulario de cambio de nombre y domicilio UPE_WS PR 00058
PWP España Formulario de Autocertificación de Cumplimiento Fiscal Internacional	Operational Forms PWP España Formulario de Autocertificación de Cumplimiento Fiscal Internacional UPE_WS PR 00059	Spain (ES)	Utmost PanEurope	Spanish (ES)	Private Wealth Portfolio - Spain		Operational Forms PWP España Formulario de Autocertificación de Cumplimiento Fiscal Internacional UPE_WS PR 00059
Apex Portugal – Appointment of insurance intermediary	This form can be used to appoint an Insurance Intermediary for Apex Portugal policies.	Portugal (PT)	Utmost PanEurope	English (EN)	Apex (Portugal)	FOS	This form can be used to appoint an Insurance Intermediary for Apex Portugal policies. Operational Forms Apex Portugal – Appointment of insurance intermediary UPE_WS PR 00027
Apex Portugal Dealing Account Overdraft Clearance Instruction form	This form can be used to request an overdraft clearance for your Apex Portugal Dealing Account.	Portugal (PT)	Utmost PanEurope	English (EN)	Apex (Portugal)	FOS	This form can be used to request an overdraft clearance for your Apex Portugal Dealing Account. Operational Forms Apex Portugal Dealing Account Overdraft Clearance Instruction form UPE_WS PR 00029
Apex Portugal – Assignment of Policies	For assigning policies to individuals only.	Portugal (PT)	Utmost PanEurope	English (EN)	Apex (Portugal)	FOS	For assigning policies to individuals only. Operational Forms Apex Portugal – Assignment of Policies UPE_WS PR 00032
Apex Portugal – Insurance Intermediary Fund Authorisation form	This form should only be completed by the Policyholder where a Discretionary Fund Manager or Platform is not appointed and the Policyholder wish to authorise the Insurance Intermediary to execute external fund choices on their behalf.	Portugal (PT)	Utmost PanEurope	English (EN)	Apex (Portugal)	FOS	This form should only be completed by the Policyholder where a Discretionary Fund Manager or Platform is not appointed and the Policyholder wish to authorise the Insurance Intermediary to execute external fund choices on their behalf. Operational Forms Apex Portugal – Insurance Intermediary Fund Authorisation form UPE_WS PR 00036
Apex Portugal – Nomination of Discretionary Fund Manager or Platform Agreement	This form can be used to nominate or replace an existing Discretionary Fund Manager (DFM) or Platform arrangement.	Portugal (PT)	Utmost PanEurope	English (EN)	Apex (Portugal)	FOS	This form can be used to nominate or replace an existing Discretionary Fund Manager (DFM) or Platform arrangement. Operational Forms Apex Portugal – Nomination of Discretionary Fund Manager or Platform Agreement UPE_WS PR 00042
Apex Portugal Open Architecture Dealing Instruction Form	This form should be used for policies held on the Open Architecture basis only without a Discretionary Fund Manager or Platform arrangement.	Portugal (PT)	Utmost PanEurope	English (EN)	Apex (Portugal)	FOS	This form should be used for policies held on the Open Architecture basis only without a Discretionary Fund Manager or Platform arrangement. Operational Forms Apex Portugal Open Architecture Dealing Instruction Form UPE_WS PR 00052
Apex Portugal – Change of Beneficiary Form	This form can be used to change the beneficiary of your Apex Portugal policy.	Portugal (PT)	Utmost PanEurope	English (EN)	Apex (Portugal)	FOS	This form can be used to change the beneficiary of your Apex Portugal policy. Operational Forms Apex Portugal – Change of Beneficiary Form UPE_WS PR 00022
PWP Italia Modulo di notifica della cessione della polizza	Modulo da compilarsi a cura dell’Investitore-Contraente per il trasferimento del titolo, della titolarità e di tutti i diritti derivanti dalla polizza in capo ad altra persona o ente.	Italy (IT)	Utmost PanEurope	Italian (IT)	Private Wealth Portfolio - Italy		Modulo da compilarsi a cura dell’Investitore-Contraente per il trasferimento del titolo, della titolarità e di tutti i diritti derivanti dalla polizza in capo ad altra persona o ente. Operational Forms PWP Italia Modulo di notifica della cessione della polizza UPE_WS \| 4392
PWP Italia Modulo Variazione Nome, Indirizzo e Indirizzo Email	Modulo, da compilarsi a cura dell’Investitore-Contraente, per la modifica di nome, indirizzo o indirizzo email collegati alla polizza per PWP Italia.	Italy (IT)	Utmost PanEurope	Italian (IT)	Private Wealth Portfolio - Italy		Modulo, da compilarsi a cura dell’Investitore-Contraente, per la modifica di nome, indirizzo o indirizzo email collegati alla polizza per PWP Italia. Operational Forms PWP Italia Modulo Variazione Nome, Indirizzo e Indirizzo Email UPE_WS \| 4382
UPE Deed of Assignment	UPE Deed of Assignment		Utmost PanEurope	English (EN)	Non Product Specific	FOS	UPE Deed of Assignment Operational Forms UPE Deed of Assignment UPE_WS \| 4466
Autocertificazione Al Fini Fiscali Contraente Persona Fisica	Il presente modulo è necessario per segnalare accuratamente la vostra polizza ai sensi dei pertinenti accordi sullo scambio di informazioni fiscali, tra cui il Foreign Account Tax Compliance Act (FATCA) e le norme Common Reporting Standard (CRS). Il presente modulo deve essere utilizzato dai singoli assicurati, dalle persone autorizzate a firmare per conto dell’assicurato, ad esempio il loro procuratore o il loro sostituto nominato dal tribunale, e dalle persone collegate al trust di cui Utmost International Trustee Solutions Limited è il trustee designato.	Italy (IT)	Utmost Wealth Solutions	Italian (IT)	Non Product Specific	FOS	Il presente modulo è necessario per segnalare accuratamente la vostra polizza ai sensi dei pertinenti accordi sullo scambio di informazioni fiscali, tra cui il Foreign Account Tax Compliance Act (FATCA) e le norme Common Reporting Standard (CRS). Il presente modulo deve essere utilizzato dai singoli assicurati, dalle persone autorizzate a firmare per conto dell’assicurato, ad esempio il loro procuratore o il loro sostituto nominato dal tribunale, e dalle persone collegate al trust di cui Utmost International Trustee Solutions Limited è il trustee designato. Operational Forms Autocertificazione Al Fini Fiscali Contraente Persona Fisica UPE_WS \| 4381
Formulário de notificação de rescisão de posição contratual	Este formulário deve ser preenchido por todos os tomadores de seguro se pretenderem ceder o contrato a outra pessoa ou entidade.	Portugal (PT)	Utmost PanEurope	Portuguese (PT)	Private Wealth Portfolio - Portugal		Este formulário deve ser preenchido por todos os tomadores de seguro se pretenderem ceder o contrato a outra pessoa ou entidade. Operational Forms Formulário de notificação de rescisão de posição contratual UPE_WS \| 04733
PWP España Formulario de Prima Adicional	Operational Forms PWP España Formulario de Prima Adicional UPE_WS \| 04500	Spain (ES)	Utmost PanEurope	Spanish (ES)	Private Wealth Portfolio - Spain		Operational Forms PWP España Formulario de Prima Adicional UPE_WS \| 04500
PWP España Formulario de Notificación de Prenda	Operational Forms PWP España Formulario de Notificación de Prenda UPE_WS \| 04585	Spain (ES)	Utmost PanEurope	Spanish (ES)	Private Wealth Portfolio - Spain		Operational Forms PWP España Formulario de Notificación de Prenda UPE_WS \| 04585
Notice of Assignment Form	Notice of Assignment Form for Private Wealth Portfolio UK	United Kingdom (UK)	Utmost PanEurope	English (EN)	Private Wealth Portfolio - UK	FOS	Notice of Assignment Form for Private Wealth Portfolio UK Operational Forms Notice of Assignment Form UPE_WS \| 04674
PWP Portugal Formulário de Nomeação de Beneficiário	Operational Forms PWP Portugal Formulário de Nomeação de Beneficiário UPE_WS \| 04376	Portugal (PT)	Utmost PanEurope	Portuguese (PT)	Compass (Closed), Compass DFM (Closed), Private Wealth Portfolio - Portugal		Operational Forms PWP Portugal Formulário de Nomeação de Beneficiário UPE_WS \| 04376
PWP Portugal Formulário de Alteração de Nome e Endereço	Operational Forms PWP Portugal Formulário de Alteração de Nome e Endereço UPE_WS \| 04377	Portugal (PT)	Utmost PanEurope	Portuguese (PT)	Private Wealth Portfolio - Portugal		Operational Forms PWP Portugal Formulário de Alteração de Nome e Endereço UPE_WS \| 04377
Notice of Pledge Form – PWP Portugal Formulário de Notificação de Garantia	Operational Forms Notice of Pledge Form – PWP Portugal Formulário de Notificação de Garantia UPE_WS \| 04373	Portugal (PT)	Utmost PanEurope	Portuguese (PT)	Private Wealth Portfolio - Portugal		Operational Forms Notice of Pledge Form – PWP Portugal Formulário de Notificação de Garantia UPE_WS \| 04373
Formulaire de Changement de Coordonnées Personnelles	Ce formulaire est destiné aux clients d’Utmost PanEurope dac qui souhaitent nous informer de toute modification de leurs données personnelles, telles que le nom, le spécimen de signature, l’adresse, l’adresse e-mail ou le numéro de téléphone.	France (FR)	Utmost PanEurope	English (EN)	Non Product Specific	FOS	Ce formulaire est destiné aux clients d’Utmost PanEurope dac qui souhaitent nous informer de toute modification de leurs données personnelles, telles que le nom, le spécimen de signature, l’adresse, l’adresse e-mail ou le numéro de téléphone. Operational Forms Formulaire de Changement de Coordonnées Personnelles UPE PR 12836
Déclaration Fiscale et Auto certification pour les Investisseurs Personnes Morales	Il vous a été demandé de remplir ce formulaire afin que la compagnie concernée puisse déclarer correctement votre contrat dans le cadre des accords d’échange d’informations fiscales, y compris FATCA et CRS.Ce formulaire doit être signé par la personne appropriée comme indiqué ci-dessous :› Pour une entreprise – Une personne qui a le pouvoir de signer, par exemple un dirigeant ou un administrateur d’une entreprise.	France (FR)	Utmost PanEurope	French (FR)	Non Product Specific	FOS	Il vous a été demandé de remplir ce formulaire afin que la compagnie concernée puisse déclarer correctement votre contrat dans le cadre des accords d’échange d’informations fiscales, y compris FATCA et CRS.Ce formulaire doit être signé par la personne appropriée comme indiqué ci-dessous :› Pour une entreprise – Une personne qui a le pouvoir de signer, par exemple un dirigeant ou un administrateur d’une entreprise. Operational Forms Déclaration Fiscale et Auto certification pour les Investisseurs Personnes Morales UPE PR 12861
UPE Notification of Pledge Form	This Utmost PanEurope dac form is for completion by all policyholders, if they wish to pledge their policy to a pledgee/pledge creditor as security.	Europe Expat, Italy (IT), Portugal (PT), Spain (ES), United Kingdom (UK)	Utmost PanEurope	English (EN)	Advantage Corporate (Closed), Apex (France), Apex (Portugal), Compass (Closed), Non Product Specific, Private Wealth Portfolio - Italy, Private Wealth Portfolio - Portugal, Private Wealth Portfolio - Spain, Private Wealth Portfolio - UK, Private Wealth Portfolio (PWP) France	FOS	This Utmost PanEurope dac form is for completion by all policyholders, if they wish to pledge their policy to a pledgee/pledge creditor as security. Operational Forms UPE Notification of Pledge Form UPE PR 12834
Change of Discretionary Investment Strategy Form	This form is to be completed if you wish to change the discretionary investment strategies underlying your Utmost PanEurope dac Policy either in isolation or in association with an additional premium.	United Kingdom (UK)	Utmost PanEurope	English (EN)	Private Wealth Portfolio - UK	FOS	This form is to be completed if you wish to change the discretionary investment strategies underlying your Utmost PanEurope dac Policy either in isolation or in association with an additional premium. Operational Forms Change of Discretionary Investment Strategy Form UPE PR 12850
Autocertificazione Ai Fini Fiscali Contraente Persona Guirdica eo Societá Fiduciaria (IT)	Al fine di poter riportare accuratamente la vostra polizza ai sensi dei pertinenti accordi sullo scambio di informazioni fiscali, inclusi il Foreign Account Tax Compliance Act (FATCA) e il Common Reporting Standard (CRS). Il presente modulo deve essere utilizzato dagli investitori giuridici quali società, trust aziendali o fondazioni.	Italy (IT)	Utmost Wealth Solutions	Italian (IT)	Non Product Specific	FOS	Al fine di poter riportare accuratamente la vostra polizza ai sensi dei pertinenti accordi sullo scambio di informazioni fiscali, inclusi il Foreign Account Tax Compliance Act (FATCA) e il Common Reporting Standard (CRS). Il presente modulo deve essere utilizzato dagli investitori giuridici quali società, trust aziendali o fondazioni. Operational Forms Autocertificazione Ai Fini Fiscali Contraente Persona Guirdica eo Societá Fiduciaria (IT) UPE PR 12862
UPE Pay-By-Link Euro	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account inEuro, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	English (EN)	Non Product Specific	FOS	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account inEuro, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UPE Pay-By-Link Euro UPE PR 12772
UPE Pay-By-Link US Dollar	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account inUS Dollar, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	English (EN)	Non Product Specific	FOS	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account inUS Dollar, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UPE Pay-By-Link US Dollar UPE PR 12773
UPE Pay-By-Link Pound Sterling	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account in Pound Sterling, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	English (EN)	Non Product Specific	FOS	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account in Pound Sterling, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UPE Pay-By-Link Pound Sterling UPE PR 12774
Private Wealth Portfolio France Formulaire De Demande De Versement Complementaire	Formulaire De Demande De Versement Complementaire	France (FR)	Utmost PanEurope	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Formulaire De Demande De Versement Complementaire Operational Forms Private Wealth Portfolio France Formulaire De Demande De Versement Complementaire UPE PR 12822
Client Information and Change of Details Form	This form is intended for most Utmost PanEurope dac customers who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number.	Finland (FI), France (FR), Italy (IT), Portugal (PT), Spain (ES), United Kingdom (UK)	Utmost PanEurope	English (EN)	Non Product Specific	FOS	This form is intended for most Utmost PanEurope dac 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 UPE PR 12682
Client Information and Change of Details Form	This form is intended for Utmost PanEurope dac customers (with a Scottish Mutual International or Phoenix Life branded policy) who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number.		Utmost PanEurope	English (EN)	Non Product Specific	FOS	This form is intended for Utmost PanEurope dac customers (with a Scottish Mutual International or Phoenix Life branded policy) 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 UPE PR 12745
Formulaire d’arbitrage – Portefeuille en gestion conseillée	Formulaire d’arbitrage – Portefeuille en gestion conseillée Advisory Portfolio Dealing Instruction Form	France (FR)	Utmost PanEurope	English (EN), French (FR)	Private Wealth Portfolio (PWP) France		Formulaire d’arbitrage – Portefeuille en gestion conseillée Advisory Portfolio Dealing Instruction Form Operational Forms Formulaire d’arbitrage – Portefeuille en gestion conseillée UPE PR 12738
PWP France – Nomination of Investment Adviser	PWP France – Nomination of Investment Adviser	France (FR)	Utmost PanEurope	English (EN)	Private Wealth Portfolio (PWP) France	FOS	PWP France – Nomination of Investment Adviser Operational Forms PWP France – Nomination of Investment Adviser UPE PR 12675
PWP España Declaración del tomador del seguro – Intención de trasladarse a España	Operational Forms PWP España Declaración del tomador del seguro – Intención de trasladarse a España UPE PR 12459	Spain (ES)	Utmost PanEurope	Spanish (ES)	Private Wealth Portfolio - Spain		Operational Forms PWP España Declaración del tomador del seguro – Intención de trasladarse a España UPE PR 12459
Clause bénéficiaire démembrée avec quasi-usufruit	Ce formulaire est fourni strictement en qualité de projet pour examen par les conseillers juridiques du Souscripteur et devra etre adapté aux contextes et objectifs du Souscripteur qui sollicite une telle clause.	France (FR)	Utmost PanEurope	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Ce formulaire est fourni strictement en qualité de projet pour examen par les conseillers juridiques du Souscripteur et devra etre adapté aux contextes et objectifs du Souscripteur qui sollicite une telle clause. Operational Forms Clause bénéficiaire démembrée avec quasi-usufruit UPE PR 12463
PWP España Formulario de Notificación de Asignación de Póliza	Operational Forms PWP España Formulario de Notificación de Asignación de Póliza UPE PR 12483	Spain (ES)	Utmost PanEurope	Spanish (ES)	Private Wealth Portfolio - Spain		Operational Forms PWP España Formulario de Notificación de Asignación de Póliza UPE PR 12483
Gestion discrétionnaire – Transfert de titres	Ce formulaire doit être complété et signé par l’assuré et le gestionnaire de fonds discrétionnaire lorsqu’une prime additionnelle doit être versée par transfert de titres (prime en nature).	France (FR)	Utmost PanEurope	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Ce formulaire doit être complété et signé par l’assuré et le gestionnaire de fonds discrétionnaire lorsqu’une prime additionnelle doit être versée par transfert de titres (prime en nature). Operational Forms Gestion discrétionnaire – Transfert de titres UPE PR 12442
Demande de changement de clause bénéficiaire	Ce formulaire est a completer et signer par le Souscripteur pour demande de changement de clause bénéficiaire.	France (FR)	Utmost PanEurope	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Ce formulaire est a completer et signer par le Souscripteur pour demande de changement de clause bénéficiaire. Operational Forms Demande de changement de clause bénéficiaire UPE PR 12415
Spécimen de signature	Ce formulaire est a completer et signer par le Souscripteur en cas de changement de nom ou sur demande de l’Assureur, ainsi que par l’exécuteur testamantaire.	France (FR)	Utmost PanEurope	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Ce formulaire est a completer et signer par le Souscripteur en cas de changement de nom ou sur demande de l’Assureur, ainsi que par l’exécuteur testamantaire. Operational Forms Spécimen de signature UPE PR 12416
Déclaration de perte de la documentation contractuelle et demande de duplicata	Ce formulaire devra etre complété et signé par tous les Souscripteurs en cas de perte de la documentation contractuelle recue et demande de duplicata.	France (FR)	Utmost PanEurope	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Ce formulaire devra etre complété et signé par tous les Souscripteurs en cas de perte de la documentation contractuelle recue et demande de duplicata. Operational Forms Déclaration de perte de la documentation contractuelle et demande de duplicata UPE PR 12417
Désignation d’un ‘Intermédiaire en Assurance	Ce formulaite est a remplir et signer par le Souscripteur et le nouvel Intermédiaire en Assurance qu’il souhaite désigner pour son Contrat.	France (FR)	Utmost PanEurope	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Ce formulaite est a remplir et signer par le Souscripteur et le nouvel Intermédiaire en Assurance qu’il souhaite désigner pour son Contrat. Operational Forms Désignation d’un ‘Intermédiaire en Assurance UPE PR 12413
Apex France Nomination of Discretionary Fund Manager, Platform or Custodian	This form can be used to nominate a Discretionary Fund Manager, Platform or Custodian to assist you with your Apex France policy	France (FR)	Utmost PanEurope	English (EN)	Apex (France)	FOS	This form can be used to nominate a Discretionary Fund Manager, Platform or Custodian to assist you with your Apex France policy Operational Forms Apex France Nomination of Discretionary Fund Manager, Platform or Custodian UPE PR 00204
Formulaire de changement de nom et/ou d’adresse	Ce formulaire est a completer et signer par le Souscripteur en cas de changement de nom et/ou d’adresse postale.	France (FR)	Utmost PanEurope	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Ce formulaire est a completer et signer par le Souscripteur en cas de changement de nom et/ou d’adresse postale. Operational Forms Formulaire de changement de nom et/ou d’adresse UPE PR 00227
Attestation D’Existence – PWP France	Attestation D’Existence	France (FR)	Utmost PanEurope	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Attestation D’Existence Operational Forms Attestation D’Existence – PWP France UPE PR 00229
Personne Politiquement Exposée	Document permettant d’identifier toute personne associée au contrat qui pourrait être considérée comme une personne politiquement exposée (PPE).	France (FR)	Utmost PanEurope	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Document permettant d’identifier toute personne associée au contrat qui pourrait être considérée comme une personne politiquement exposée (PPE). Operational Forms Personne Politiquement Exposée UPE PR 00230
Déclaration Fiscale et Auto-certification pour les Investisseurs Individuels	Il vous a été demandé de remplir ce formulaire afin que la compagnie concernée puisse déclarer correctement votre contrat dans le cadre des accords d’échange d’informations fiscales, y compris FATCA et CRS. Ce formulaire doit être complété par:• Le titulaire de la police (parfois appelé titulaire du régime ou titulaire du compte)• Les personnes autorisées à signer au nom de l’Assuré, par exemple leur mandataire ou leur adjoint désigné par le tribunal, lorsque nous détenons les documents appropriés qui peuvent justifier l’intervention d’une personne autorisée.	France (FR)	Utmost PanEurope	French (FR)	Non Product Specific	FOS	Il vous a été demandé de remplir ce formulaire afin que la compagnie concernée puisse déclarer correctement votre contrat dans le cadre des accords d’échange d’informations fiscales, y compris FATCA et CRS. Ce formulaire doit être complété par:• Le titulaire de la police (parfois appelé titulaire du régime ou titulaire du compte)• Les personnes autorisées à signer au nom de l’Assuré, par exemple leur mandataire ou leur adjoint désigné par le tribunal, lorsque nous détenons les documents appropriés qui peuvent justifier l’intervention d’une personne autorisée. Operational Forms Déclaration Fiscale et Auto-certification pour les Investisseurs Individuels UPE PR 00232
Apex France Guide for Additional Single Premium	Please use this application form to add additional single premium to Apex France.	France (FR)	Utmost PanEurope	English (EN)	Apex (France)	FOS	Please use this application form to add additional single premium to Apex France. Operational Forms Apex France Guide for Additional Single Premium UPE PR 00163
DÉSIGNATION D’UN CONSEILLER EN INVESTISSEMENT ET D’UN DÉPOSITAIRE	Ce formulaire permet au souscripteur de nommer ou changer un conseiller en investissement et/ou un dépositiaire pour son contrat d’assurance-vie.	France (FR)	Utmost PanEurope	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Ce formulaire permet au souscripteur de nommer ou changer un conseiller en investissement et/ou un dépositiaire pour son contrat d’assurance-vie. Operational Forms DÉSIGNATION D’UN CONSEILLER EN INVESTISSEMENT ET D’UN DÉPOSITAIRE UPE PR 00159
Guide to Completing the Delegation Additional Single Premium Application for Trustee and Corporate Trustees	This guide has been designed to assist you with completing the additional single premium application form.	United Kingdom (UK)	Utmost PanEurope	English (EN)	Delegation	FOS	This guide has been designed to assist you with completing the additional single premium application form. Operational Forms Guide to Completing the Delegation Additional Single Premium Application for Trustee and Corporate Trustees UPE PR 00129
Apex France – Dealing instruction	This form should be used to buy and/or sell External Assets linked to your Policy. It cannot be used to buy or sell assets held by a Discretionary Fund Manager or those held on a Platform.	France (FR)	Utmost PanEurope	English (EN)	Apex (France)	FOS	This form should be used to buy and/or sell External Assets linked to your Policy. It cannot be used to buy or sell assets held by a Discretionary Fund Manager or those held on a Platform. Operational Forms Apex France – Dealing instruction UPE PR 00130
Apex France – Dealing account overdraft clearance instruction form	This form can be used to request an overdraft clearance for your Apex France Dealing Account.	France (FR)	Utmost PanEurope	English (EN)	Apex (France)	FOS	This form can be used to request an overdraft clearance for your Apex France Dealing Account. Operational Forms Apex France – Dealing account overdraft clearance instruction form UPE PR 00141
Delegation DGT Discretionary Trust Deed	This Trust Deed is to be used to convert an existing Delegation bond into a Discounted Gift Trust.	United Kingdom (UK)	Utmost PanEurope	English (EN)	Delegation	FOS	This Trust Deed is to be used to convert an existing Delegation bond into a Discounted Gift Trust. Operational Forms Delegation DGT Discretionary Trust Deed UPE PR 00092
Delegation DGT Absolute Trust Deed	This Trust Deed is to be used to convert an existing Delegation bond into a Discounted Gift Trust.	United Kingdom (UK)	Utmost PanEurope	English (EN)	Delegation	FOS	This Trust Deed is to be used to convert an existing Delegation bond into a Discounted Gift Trust. Operational Forms Delegation DGT Absolute Trust Deed UPE PR 00091
Change of Client Information	Use this form to request a change of Client information	United Kingdom (UK)	Utmost Luxembourg S.A	English (EN)	Non Product Specific	FOS	Use this form to request a change of Client information Operational Forms Change of Client Information ULU CONT3473
Beneficiary Nomination	Annex to the application form for beneficiary nomination	South Africa (ZA)	Utmost Luxembourg S.A	English (EN)	Private Client Portfolio	FOS	Annex to the application form for beneficiary nomination Operational Forms Beneficiary Nomination ULU CONT3233
Request to appoint a DAM (Singapore)	Request for Utmost International Isle of Man Limited to Appoint a Discretionary Asset Manager (On a Discretionary Basis) For use with the Executive Investment Account and Silk Life Plan only. For Singapore use only	Singapore (SG)	Utmost International - IoM	English (EN)	Executive Investment Account, Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus)		Request for Utmost International Isle of Man Limited to Appoint a Discretionary Asset Manager (On a Discretionary Basis) For use with the Executive Investment Account and Silk Life Plan only. For Singapore use only Operational Forms Request to appoint a DAM (Singapore) ULQ PR \| 18474
Enhanced Trail Commission Singapore version	This document describes the terms on which Utmost International Isle of Man Limited (Utmost International) agrees to pay enhanced trail commission (‘ETC’) to the Intermediary.	Singapore (SG)	Utmost International - IoM	English (EN)	Non Product Specific	FOS	This document describes the terms on which Utmost International Isle of Man Limited (Utmost International) agrees to pay enhanced trail commission (‘ETC’) to the Intermediary. Operational Forms Enhanced Trail Commission Singapore version ULQ PR \| 13055
Advisory Fee Authority – Unit-linked Plans	This form can be used if you wish to make arrangements to pay an advisory fee to an intermediary for advice provided in respect of your Utmost International Isle of Man account.	Singapore (SG)	Utmost International - IoM	English (EN)	Non Product Specific		This form can be used if you wish to make arrangements to pay an advisory fee to an intermediary for advice provided in respect of your Utmost International Isle of Man account. Operational Forms Advisory Fee Authority – Unit-linked Plans ULQ PR \| 13326
Wealth Management Plan – Request to Change Tier Form (Bilingual)	Please complete this form if you want to request access to Tier 2 Assets under your Wealth Management Plan.For use in Hong Kong and the Wealth Management Plan only.	Hong Kong (HK)	Utmost International - IoM	Chinese (Traditional) (ZH), English (EN)	Wealth Portfolio – Life, Wealth Portfolio – Redemption		Please complete this form if you want to request access to Tier 2 Assets under your Wealth Management Plan.For use in Hong Kong and the Wealth Management Plan only. Operational Forms Wealth Management Plan – Request to Change Tier Form (Bilingual) ULQ PR \| 11148
Deed of Assignment Singapore	Deed of assignment for one or more assignees. This deed should be used for Utmost International Isle of Man Singapore products only.	Singapore (SG)	Utmost International - IoM	English (EN)	Non Product Specific		Deed of assignment for one or more assignees. This deed should be used for Utmost International Isle of Man Singapore products only. Operational Forms Deed of Assignment Singapore ULQ PR \| 11553
Letter of Authorisation- Silk Life Plan	This document can be used to authorise an individual or entity to make investment decisions and provide instructions to the Authorised Custodian in respect of your Utmost International Isle of Man Limited Silk Life Plan.	Singapore (SG)	Utmost International - IoM	English (EN)	Silk Life Plan (Life Cover only)		This document can be used to authorise an individual or entity to make investment decisions and provide instructions to the Authorised Custodian in respect of your Utmost International Isle of Man Limited Silk Life Plan. Operational Forms Letter of Authorisation- Silk Life Plan ULQ PR \| 09556
Appointment of a Lead Policyholder on the Flexible Investment Account	This form can be used to appoint a lead policyholder – for use with the Flexible Investment Account	Singapore (SG)	Utmost International - IoM	English (EN)	Non Product Specific		This form can be used to appoint a lead policyholder – for use with the Flexible Investment Account Operational Forms Appointment of a Lead Policyholder on the Flexible Investment Account ULQ PR \| 08425
QROPS QNUPS SIPP Investment Adviser Appointment Authorisation Executive Investment Account	This form is to be used by the Trustees to appoint the Pension Member as an Investment Adviser on the Executive Investment Account.	Singapore (SG)	Utmost International - IoM	English (EN)	Executive Investment Account	FOS	This form is to be used by the Trustees to appoint the Pension Member as an Investment Adviser on the Executive Investment Account. Operational Forms QROPS QNUPS SIPP Investment Adviser Appointment Authorisation Executive Investment Account ULQ PR \| 08940
Adding to Your Executive Wealthbuilder Account Form	Utmost International Isle of Man Limited top-up form. This document should be used by financial advisers, their staff or families (that have been offered the Executive Wealthbuilder Account special terms). This form can only be used for top-ups as this product is closed to new business.	Middle East	Utmost International - IoM	English (EN)	Legacy Product (Closed)	FOS	Utmost International Isle of Man Limited top-up form. This document should be used by financial advisers, their staff or families (that have been offered the Executive Wealthbuilder Account special terms). This form can only be used for top-ups as this product is closed to new business. Operational Forms Adding to Your Executive Wealthbuilder Account Form ULQ PR \| 08509
Underrättelse Om PantNotification of Pledge Form (Bilingual)	This notification of pledge form can be used for pension agreement for Executive Investment Bond – Sweden.It is bilingual – English and Swedish.	Sweden (SE)	Utmost International - IoM	English (EN), Swedish (SV)	Executive Investment Bond		This notification of pledge form can be used for pension agreement for Executive Investment Bond – Sweden.It is bilingual – English and Swedish. Operational Forms Underrättelse Om PantNotification of Pledge Form (Bilingual) ULQ PR \| 07174
Utnämning Av InvesteringsrådgivareAppointment of Fund Adviser Form	This is an appointment of fund adviser form for Executive Investment Bond – Sweden.It is bilingual – English and Swedish.	Sweden (SE)	Utmost International - IoM	English (EN), Swedish (SV)	Executive Investment Bond	FOS	This is an appointment of fund adviser form for Executive Investment Bond – Sweden.It is bilingual – English and Swedish. Operational Forms Utnämning Av InvesteringsrådgivareAppointment of Fund Adviser Form ULQ PR \| 07192
Singapore Trust Beneficiary Form 6 – Notice of Revocation of Revocable Nomination	This form can only be used to give notice of the revocation, under section 49M(7)(a) or (b) of the Insurance Act (Cap. Executive Redemption Bond – PRIIPs), of revocable nomination made in respect of one relevant policy.	Singapore (SG)	Utmost International - IoM	English (EN)	Non Product Specific	FOS	This form can only be used to give notice of the revocation, under section 49M(7)(a) or (b) of the Insurance Act (Cap. Executive Redemption Bond – PRIIPs), of revocable nomination made in respect of one relevant policy. Operational Forms Singapore Trust Beneficiary Form 6 – Notice of Revocation of Revocable Nomination ULQ PR \| 07058
Singapore Trust Beneficiary Form 5 – Revocation of Revocable Nomination	This form can only be used to revoke a revocable nomination made in respect of one relevant policy. For use in the Singapore market only.	Singapore (SG)	Utmost International - IoM	English (EN)	Non Product Specific	FOS	This form can only be used to revoke a revocable nomination made in respect of one relevant policy. For use in the Singapore market only. Operational Forms Singapore Trust Beneficiary Form 5 – Revocation of Revocable Nomination ULQ PR \| 07057
Collective Investment Account Appointment Form	This form is for use where the applicant for, or existing Bond Owner of, an Utmost International Isle of Man Limited is UK resident and has requested the underlying investment choice for the Bond to be a Collective Investment Account (‘CIA’) provided by Quilter Investment Platform Limited.This is suitable for the following products: International Portfolio Bond – Life / International Portfolio Bond – Redemption, Collective Redemption Bond / Collective Investment Bond or Executive Redemption Bond / Executive Investment Bond.	United Kingdom (UK)	Utmost International - IoM	English (EN)	International Investment Bond Redemption – ME	FOS	This form is for use where the applicant for, or existing Bond Owner of, an Utmost International Isle of Man Limited is UK resident and has requested the underlying investment choice for the Bond to be a Collective Investment Account (‘CIA’) provided by Quilter Investment Platform Limited.This is suitable for the following products: International Portfolio Bond – Life / International Portfolio Bond – Redemption, Collective Redemption Bond / Collective Investment Bond or Executive Redemption Bond / Executive Investment Bond. Operational Forms Collective Investment Account Appointment Form ULQ PR \| 05924
Singapore Trust Beneficiary Nomination Form 1	The Trust Beneficiary Nomination for is for use in the Singapore market only and is to be used to make a trust nomination in respect of one relevant policy only.	Singapore (SG)	Utmost International - IoM	English (EN)	Non Product Specific	FOS	The Trust Beneficiary Nomination for is for use in the Singapore market only and is to be used to make a trust nomination in respect of one relevant policy only. Operational Forms Singapore Trust Beneficiary Nomination Form 1 ULQ PR \| 07053
Singapore Trust Beneficiary Revocation of Nomination Form 2	This form can only be used to revoke a trust nomination made in respect of one relevant policy.	Singapore (SG)	Utmost International - IoM	English (EN)	Non Product Specific	FOS	This form can only be used to revoke a trust nomination made in respect of one relevant policy. Operational Forms Singapore Trust Beneficiary Revocation of Nomination Form 2 ULQ PR \| 07054
Singapore Trust Beneficiary Form 4 – Revocable Nomination	This form can only be used to make a revocable nomination in respect of one relevant policy. For use in the Singapore market only.	Singapore (SG)	Utmost International - IoM	English (EN)	Non Product Specific	FOS	This form can only be used to make a revocable nomination in respect of one relevant policy. For use in the Singapore market only. Operational Forms Singapore Trust Beneficiary Form 4 – Revocable Nomination ULQ PR \| 07056
Depåfullmakt för Placeringsberättigad Executive Investment Bond	Detta formulär kan användas med Executive Investment Bonds som ett fullmaktsbrev för investeringar.This form can be used with Executive Investment Bonds as a letter of authorisation for investment.	Sweden (SE)	Utmost International - IoM	English (EN), Swedish (SV)	Executive Investment Bond		Detta formulär kan användas med Executive Investment Bonds som ett fullmaktsbrev för investeringar.This form can be used with Executive Investment Bonds as a letter of authorisation for investment. Operational Forms Depåfullmakt för Placeringsberättigad Executive Investment Bond ULQ PR \| 02484
Isle of Man Unit-Linked Policy Switch Form	This form can be used to switch your clients’ investments or change the funds in which future regular investments are invested for Utmost International Isle of Man Limited unit-linked policies, including – Managed Capital Account, Managed Pension Account, Managed Savings Account or Executive Wealth builder Account.	Europe Expat, Middle East, Rest of the World, Singapore (SG)	Utmost International - IoM	English (EN)	Managed Capital Account	FOS	This form can be used to switch your clients’ investments or change the funds in which future regular investments are invested for Utmost International Isle of Man Limited unit-linked policies, including – Managed Capital Account, Managed Pension Account, Managed Savings Account or Executive Wealth builder Account. Operational Forms Isle of Man Unit-Linked Policy Switch Form ULQ PR \| 00837
Delegated Switching Authority Form	This form can be used by clients to delegate the switching of funds to their funds adviser. The fund adviser will then be able to switch funds at any time without the need for client approval.	Middle East, Rest of the World	Utmost International - IoM	English (EN)	Non Product Specific	FOS	This form can be used by clients to delegate the switching of funds to their funds adviser. The fund adviser will then be able to switch funds at any time without the need for client approval. Operational Forms Delegated Switching Authority Form ULQ PR \| 00838
Unit Linked Individual Investor Premium Amendment form for use with Heritage products	Utmost International Isle of Man Limited form that can be used to increase or decrease regular premiums, to pay an additional single premium (top-up), to change frequency or to reinstate a policy. It can be used with Managed Savings Account, Managed Pension Account, Managed Capital Account and Executive Wealthbuilder Account.		Utmost International - IoM	English (EN)	Legacy Product (Closed), Managed Capital Account	FOS	Utmost International Isle of Man Limited form that can be used to increase or decrease regular premiums, to pay an additional single premium (top-up), to change frequency or to reinstate a policy. It can be used with Managed Savings Account, Managed Pension Account, Managed Capital Account and Executive Wealthbuilder Account. Operational Forms Unit Linked Individual Investor Premium Amendment form for use with Heritage products ULQ PR \| 03451
Novation Agreement	This agreement is used where the servicing rights for a number of Utmost International Isle of Man Limited policies, former Quilter UPE policies or Alpha International products, administered by Utmost Wealth Solutions are being transferred from one financial adviser firm to another following a novation.This form is to be completed by financial advisers only.	United Kingdom (UK)	Utmost International - IoM	English (EN)	Non Product Specific	FOS	This agreement is used where the servicing rights for a number of Utmost International Isle of Man Limited policies, former Quilter UPE policies or Alpha International products, administered by Utmost Wealth Solutions are being transferred from one financial adviser firm to another following a novation.This form is to be completed by financial advisers only. Operational Forms Novation Agreement UL PR 0243
Pay-By-Link Multi-Currency Bilingual English and Traditional Chinese	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited Hong Kong Branch client and pay regular premiums into your Executive Wealthbuilder Account, International Mortgage Account, Managed Account Plus, Managed Capital Account, Managed Pension Account, or Managed Savings Account, regardless of your current payment method, you can use the Pay-By-Link service.	Hong Kong (HK)	Utmost International - IoM	English (EN)	Non Product Specific		This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited Hong Kong Branch client and pay regular premiums into your Executive Wealthbuilder Account, International Mortgage Account, Managed Account Plus, Managed Capital Account, Managed Pension Account, or Managed Savings Account, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms Pay-By-Link Multi-Currency Bilingual English and Traditional Chinese UL PR 00451
UIIOM Pay-By-Link Hong Kong Dollar	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums in Hong Kong Dollar, regardless of your current payment method, you can use the Pay-By-Link service to pay into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account.	Hong Kong (HK)	Utmost International - IoM	English (EN)	Managed Capital Account, Non Product Specific		This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums in Hong Kong Dollar, regardless of your current payment method, you can use the Pay-By-Link service to pay into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account. Operational Forms UIIOM Pay-By-Link Hong Kong Dollar UL PR 00437
Pay-By-Link US Dollar	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account inUS Dollar, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, Middle East, Rest of the World, United Kingdom (UK)	Utmost International - IoM	English (EN)	Managed Capital Account, Non Product Specific	FOS	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account inUS Dollar, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms Pay-By-Link US Dollar UL PR 00438
UIIOM Pay-By-Link Euro	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account inEuro, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, Middle East, Rest of the World, United Kingdom (UK)	Utmost International - IoM	English (EN)	Managed Capital Account, Non Product Specific	FOS	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account inEuro, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UIIOM Pay-By-Link Euro UL PR 00439
UIIOM Pay-By-Link Pound Sterling	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account inPound Sterling, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, Middle East, Rest of the World, United Kingdom (UK)	Utmost International - IoM	English (EN)	Managed Capital Account, Non Product Specific	FOS	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account inPound Sterling, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UIIOM Pay-By-Link Pound Sterling UL PR 00450
Notifying us of a Bereavement	This document describes how to notify us of a death and what our certification requirements are in relation to Death Certificate and Grant of Probate.This document is issued by Utmost International Isle of Man and is only relevant to UK resident individuals.	United Kingdom (UK)	Utmost International - IoM	English (EN)	Non Product Specific		This document describes how to notify us of a death and what our certification requirements are in relation to Death Certificate and Grant of Probate.This document is issued by Utmost International Isle of Man and is only relevant to UK resident individuals. Operational Forms Notifying us of a Bereavement UL PR 00377
Assignment of Policies Form	Please use this form to assign ownership of segments to an individual, including splitting out segments to form a new bond.This is only for use with former Quilter International products.	Middle East, Rest of the World, United Kingdom (UK)	Utmost International - IoM	English (EN)	Non Product Specific	FOS	Please use this form to assign ownership of segments to an individual, including splitting out segments to form a new bond.This is only for use with former Quilter International products. Operational Forms Assignment of Policies Form UL PR 00417
Utmost International Isle of Man Client Information and Change of Details Form	This form is intended for Utmost International Isle of Man 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.	Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK)	Utmost International - IoM	English (EN)	Non Product Specific	FOS	This form is intended for Utmost International Isle of Man 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 Utmost International Isle of Man Client Information and Change of Details Form UL PR 00397
Switch Instruction form	This Switch Instruction Form outlines the bond switch details along with the bond owners, both personal and corporate investors.For products formerly Scottish Mutual International.		Utmost PanEurope	English (EN)	Non Product Specific		This Switch Instruction Form outlines the bond switch details along with the bond owners, both personal and corporate investors.For products formerly Scottish Mutual International. Operational Forms Switch Instruction form UIC PR 00189
Overseas Transfer Declaration	Declaration form to confirm that the transfer request conforms to the requirements of the Occupational Pension Schemes and Personal Retirement Savings Accounts and is for bona fide purpose.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	English (EN)	Non Product Specific	FOS	Declaration form to confirm that the transfer request conforms to the requirements of the Occupational Pension Schemes and Personal Retirement Savings Accounts and is for bona fide purpose. Operational Forms Overseas Transfer Declaration UIC PR 00183
Executive Pension Request to Transfer to an Approved Retirement Fund	Request to transfer the fund or part of the fund accrued under the scheme or scheme(s) in respect of the Member’s retirement benefits to an approved retirement fund.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	English (EN)	Non Product Specific	FOS	Request to transfer the fund or part of the fund accrued under the scheme or scheme(s) in respect of the Member’s retirement benefits to an approved retirement fund. Operational Forms Executive Pension Request to Transfer to an Approved Retirement Fund UIC PR 00185
Retirement Request Form – Personal Pension Plans	This retirement request form includes a list of options available on retirement and discharge for non-pension payments.This form is used with a small number of older products.		Utmost PanEurope	English (EN)	Non Product Specific		This retirement request form includes a list of options available on retirement and discharge for non-pension payments.This form is used with a small number of older products. Operational Forms Retirement Request Form – Personal Pension Plans UIC PR 00188
Erklärung Wohnsitzdefinition	This declaration must be signed by policyholders who are neither resident nor ordinarily resident in Ireland or by personal representatives signing on behalf of deceased persons.	Germany (DE)	Utmost PanEurope	German (DE)	Non Product Specific	FOS	This declaration must be signed by policyholders who are neither resident nor ordinarily resident in Ireland or by personal representatives signing on behalf of deceased persons. Operational Forms Erklärung Wohnsitzdefinition UIC PR 00163
Switch Instruction Form	This Switch Instruction Form can be used to capture the bond switch details along with the bond owners for both personal and corporate investors.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	English (EN)	Non Product Specific	FOS	This Switch Instruction Form can be used to capture the bond switch details along with the bond owners for both personal and corporate investors. Operational Forms Switch Instruction Form UIC PR 00170
Dealing Instructions Form	This form is used for dealing instructions carried out wherever possible, at the next available price immediately following receipt by Utmost PanEurope dac of these duly completed instructions.		Utmost PanEurope	English (EN)	Non Product Specific		This form is used for dealing instructions carried out wherever possible, at the next available price immediately following receipt by Utmost PanEurope dac of these duly completed instructions. Operational Forms Dealing Instructions Form UIC PR 00156
Meldung Über den Verlust der Versicherungsurkunde	This form is used to declare the loss of Plan Schedule and any owners of the bond, both personal and corporate investors.	Germany (DE)	Utmost PanEurope	German (DE)	Non Product Specific	FOS	This form is used to declare the loss of Plan Schedule and any owners of the bond, both personal and corporate investors. Operational Forms Meldung Über den Verlust der Versicherungsurkunde UIC PR 00157
Declaration of Loss of Plan Schedule	For Products formerly Scottish Mutual International this form is used to declare the loss of Plan Schedule and any owners of the bond, both personal and corporate investors.	Germany (DE)	Utmost PanEurope	English (EN)	Non Product Specific	FOS	For Products formerly Scottish Mutual International this form is used to declare the loss of Plan Schedule and any owners of the bond, both personal and corporate investors. Operational Forms Declaration of Loss of Plan Schedule UIC PR 00158
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.	United Kingdom (UK)	Utmost PanEurope	English (EN)	Selection	FOS	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
Additional Single Premium Application Guide Individual Applicants	This is an application form and guide for Additional single premium for Individual Applicants for Utmost International Isle of Man Limited’s Evolution.	United Kingdom (UK)	Utmost International - IoM	English (EN)	Evolution		This is an application form and guide for Additional single premium for Individual Applicants for Utmost International Isle of Man Limited’s Evolution. Operational Forms Additional Single Premium Application Guide Individual Applicants IOM PR 0270
Multi-Product Nomination of External Manager or Custodian	This form can be used to nominate or replace an External Manager or Custodian.This is not for use with ex-Quilter products.	United Kingdom (UK)	Utmost International - IoM	English (EN)	Non Product Specific		This form can be used to nominate or replace an External Manager or Custodian.This is not for use with ex-Quilter products. Operational Forms Multi-Product Nomination of External Manager or Custodian IOM PR 0110
Multi-Product Open Architecture Dealing Instruction Form (UWS)	This form can be used for Utmost International Isle of Man Limited Evolution and Estate Planning Bond policies and Utmost PanEurope dac Selection and Generation Planning Bond policies.This form can also be used for Utmost PanEurope dac’s ex-Athora Open Architecture and ex-Aviva International Premier Portfolio policies.	United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	Estate Planning Bond, Evolution, Generation Planning Bond		This form can be used for Utmost International Isle of Man Limited Evolution and Estate Planning Bond policies and Utmost PanEurope dac Selection and Generation Planning Bond policies.This form can also be used for Utmost PanEurope dac’s ex-Athora Open Architecture and ex-Aviva International Premier Portfolio policies. Operational Forms Multi-Product Open Architecture Dealing Instruction Form (UWS) IOM PR 0042
Utmost International Isle of Man Limited Drip-feeding and Portfolio Rebalancing Form	This form allows you to change or begin a Drip-feeding strategy, or change or begin a Portfolio Rebalancing strategy.	United Kingdom (UK)	Utmost International - IoM	English (EN)	Estate Planning Bond, Evolution		This form allows you to change or begin a Drip-feeding strategy, or change or begin a Portfolio Rebalancing strategy. Operational Forms Utmost International Isle of Man Limited Drip-feeding and Portfolio Rebalancing Form IOM PR 0047
Nomination of Investment Adviser – Utmost International Isle of Man	Please use this form to nominate an investment adviser.This form is not for use with form Quilter International policies.	United Kingdom (UK)	Utmost International - IoM	English (EN)	Estate Planning Bond, Non Product Specific		Please use this form to nominate an investment adviser.This form is not for use with form Quilter International policies. Operational Forms Nomination of Investment Adviser – Utmost International Isle of Man IOM PR 0057
Appointment of Financial Adviser – Utmost International Isle of Man	Please use this form to appointment a financial adviser.	United Kingdom (UK)	Utmost International - IoM	English (EN)	Non Product Specific	FOS	Please use this form to appointment a financial adviser. Operational Forms Appointment of Financial Adviser – Utmost International Isle of Man IOM PR 0032
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.	United Kingdom (UK)	Utmost International - IoM	English (EN)	Non Product Specific		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 IOM PR 0021
Investment Switch Request Form	This form should be used for policies that are invested within Guided Architecture only.	United Kingdom (UK)	Utmost International - IoM	English (EN)	Non Product Specific		This form should be used for policies that are invested within Guided Architecture only. Operational Forms Investment Switch Request Form IOM PR 0012
Investor Declaration – UK Products	For Utmost International Isle of Man Limited policies within the UK market. You must read and sign this Declaration if you wish to link your bond to unregulated collective investment schemes and certain close substitutes, together known as non-mainstream pooled investments, which are investments that are generally restricted to sophisticated investors and high net worth individuals.	United Kingdom (UK)	Utmost International - IoM	English (EN)	Non Product Specific	FOS	For Utmost International Isle of Man Limited policies within the UK market. You must read and sign this Declaration if you wish to link your bond to unregulated collective investment schemes and certain close substitutes, together known as non-mainstream pooled investments, which are investments that are generally restricted to sophisticated investors and high net worth individuals. Operational Forms Investor Declaration – UK Products IOM PR 0011
Assignment of Policies Form	This form should be used for assigning ownership of segments to an individual including slitting out segments to from a new bond.This is not for use with exQuilter policies.	United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	Non Product Specific	FOS	This form should be used for assigning ownership of segments to an individual including slitting out segments to from a new bond.This is not for use with exQuilter policies. Operational Forms Assignment of Policies Form IOM PR 0015
Lost Policy Declaration	Please use this form to declare that your Utmost International Isle of Man Limited policy is lost.	United Kingdom (UK)	Utmost International - IoM	English (EN)	Non Product Specific	FOS	Please use this form to declare that your Utmost International Isle of Man Limited policy is lost. Operational Forms Lost Policy Declaration AWI PR 0011
Switch of Investment Objective and/or Risk Profile Form for Delegation only	Switch of investment objective and/or risk profile form for Utmost PanEurope dac’s Delegation product only.	United Kingdom (UK)	Utmost PanEurope	English (EN)	Delegation	FOS	Switch of investment objective and/or risk profile form for Utmost PanEurope dac’s Delegation product only. Operational Forms Switch of Investment Objective and/or Risk Profile Form for Delegation only ALE PR 0022
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.	United Kingdom (UK)	Utmost PanEurope	English (EN)	Delegation, Generation Planning Bond, Private Wealth Portfolio - UK, Selection	FOS	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
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.	United Kingdom (UK)	Utmost PanEurope	English (EN)	Generation Planning Bond, Selection	FOS	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
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.	United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	Estate Planning Bond, Evolution, Family Legacy Bond, Selection	FOS	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.	United Kingdom (UK)	Utmost PanEurope	English (EN)	Selection	FOS	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
Delegation – Investor Declaration and Non-Mainstream Pooled Investments (NMPIS) Opt in Form	Investor declaration and non-mainstream pooled investments opt-in form for Utmost PanEurope dac’s Delegation product.	United Kingdom (UK)	Utmost PanEurope	English (EN)	Delegation		Investor declaration and non-mainstream pooled investments opt-in form for Utmost PanEurope dac’s Delegation product. Operational Forms Delegation – Investor Declaration and Non-Mainstream Pooled Investments (NMPIS) Opt in Form ALE PR 0020
Assignment of Policies form	Assignment of policies	United Kingdom (UK)	Utmost PanEurope	English (EN)	Delegation, Selection	FOS	Assignment of policies Operational Forms Assignment of Policies form ALE PR 0017
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.	United Kingdom (UK)	Utmost PanEurope	English (EN)	Selection	FOS	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
Nomination of External Manager and or Custodian Form for Delegation	Nomination of external manager and or custodian form for Utmost PanEurope dac’s Delegation product.	United Kingdom (UK)	Utmost PanEurope	English (EN)	Delegation		Nomination of external manager and or custodian form for Utmost PanEurope dac’s Delegation product. Operational Forms Nomination of External Manager and or Custodian Form for Delegation ALE PR 0021

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