Document Library

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Documents

Title	Description	Insurer	Asset Type	Product	Regime	Excerpt
Utmost Guide to the Taxation of International Portfolio Bonds (adviser)	The purpose of this guide is to explain the ways in which the proceeds from your client’s international portfolio bond may be taxed. We also cover how UK income tax will be calculated when proceeds are taken, including the effects of top-slicing relief, time-apportioned reductions and other aspects of UK taxation.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific		The purpose of this guide is to explain the ways in which the proceeds from your client’s international portfolio bond may be taxed. We also cover how UK income tax will be calculated when proceeds are taken, including the effects of top-slicing relief, time-apportioned reductions and other aspects of UK taxation. Tax and regulatory Literature/technical sales aids and literature Utmost Guide to the Taxation of International Portfolio Bonds (adviser) AWI PR 0027
Utmost Tax Guide for Individual Clients	Utmost tax guide for UK resident individual clients for use with Evolution, Estate Planning Bond, Delegation, Selection and Generation Planning Bond.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Delegation, Estate Planning Bond, Evolution, Generation Planning Bond, Selection	FOS	Utmost tax guide for UK resident individual clients for use with Evolution, Estate Planning Bond, Delegation, Selection and Generation Planning Bond. Tax and regulatory Literature/technical sales aids and literature Utmost Tax Guide for Individual Clients AWI PR 0192
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.	Utmost Worldwide	Operational Forms	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
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.	Utmost Wealth Solutions	Operational Forms	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.	Utmost Wealth Solutions	Operational Forms	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
Doing business with Utmost International – Electronic Submissions in UK	The processes highlighted in this document apply to Utmost International Isle of Man Limited and Utmost PanEurope dac.	Utmost Wealth Solutions	Operational Forms	Non Product Specific	FOS	The processes highlighted in this document apply to Utmost International Isle of Man Limited and Utmost PanEurope dac. Operational Forms Doing business with Utmost International – Electronic Submissions in UK UWSQ PR 25126
Lifestyle Trust – Options at Vesting Date	Lifestyle Trust – Options at Vesting Date	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific		Lifestyle Trust – Options at Vesting Date Tax and regulatory Literature/technical sales aids and literature Lifestyle Trust – Options at Vesting Date UWSQ PR \| 25104
Additional Loan Agreement and Acknowledgement of Receipt of Loan by Trustees	This agreement is for use with the existing Loan Trusts offered by Utmost International.	Utmost Wealth Solutions	Operational Forms	Non Product Specific		This agreement is for use with the existing Loan Trusts offered by Utmost International. Operational Forms Additional Loan Agreement and Acknowledgement of Receipt of Loan by Trustees UWSQ PR \| 25103
Lifestyle Trust FAQs (Intermediary)	This sales aid aims to answer any questions an Adviser may have about the Lifestyle Trust.	Utmost Wealth Solutions	Product Guides/Brochures/Snapshots and Training Materials	Non Product Specific	FOS	This sales aid aims to answer any questions an Adviser may have about the Lifestyle Trust. Product Guides/Brochures/Snapshots and Training Materials Lifestyle Trust FAQs (Intermediary) UWSQ PR \| 25097
Lifestyle Trust FAQs (Client)	This question and answer document aims to answer any questions a client may have about the Lifestyle Trust.	Utmost Wealth Solutions	Product Guides/Brochures/Snapshots and Training Materials	Non Product Specific	FOS	This question and answer document aims to answer any questions a client may have about the Lifestyle Trust. Product Guides/Brochures/Snapshots and Training Materials Lifestyle Trust FAQs (Client) UWSQ PR \| 25098
Lifestyle Trust Client Brochure	This brochure helps explain how the Lifestyle Trust can be used for inheritance tax planning with either an Utmost International Isle of Man Limited or Utmost PanEurope dac bond.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This brochure helps explain how the Lifestyle Trust can be used for inheritance tax planning with either an Utmost International Isle of Man Limited or Utmost PanEurope dac bond. Tax and regulatory Literature/technical sales aids and literature Lifestyle Trust Client Brochure UWSQ PR \| 25096
Lifestyle Trust Adviser Brochure	This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about. Tax and regulatory Literature/technical sales aids and literature Lifestyle Trust Adviser Brochure UWSQ PR \| 25093
Deed of Assignment (Assignments to or from Corporate Entities)	With this deed you can assign a policy to or from a corporate entity. For use with a policy issued under Isle of Man or English law.	Utmost Wealth Solutions	Trust Literature	Non Product Specific	FOS	With this deed you can assign a policy to or from a corporate entity. For use with a policy issued under Isle of Man or English law. Trust Literature Deed of Assignment (Assignments to or from Corporate Entities) UWSQ PR \| 21051
Portfolio Bond Minimum Residual Value	Published minimum residual values as at February 2021	Utmost Wealth Solutions	Operational Forms	Non Product Specific	FOS	Published minimum residual values as at February 2021 Operational Forms Portfolio Bond Minimum Residual Value UWSQ PR \| 21018
Request to Restrict Assets – Wealth Bond	Please use this form if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac to restrict the assets to a International Wealth Bond or European Wealth Bond.	Utmost Wealth Solutions	Operational Forms	Non Product Specific	FOS	Please use this form if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac to restrict the assets to a International Wealth Bond or European Wealth Bond. Operational Forms Request to Restrict Assets – Wealth Bond UWSQ PR \| 20912
Source of Wealth Questionnaire	This questionnaire seeks to obtain information and documentation from the adviser to establish the source of wealth of high-risk clients of Utmost International Isle of Man Limited and Utmost PanEurope dac	Utmost Wealth Solutions	Operational Forms	Non Product Specific	FOS	This questionnaire seeks to obtain information and documentation from the adviser to establish the source of wealth of high-risk clients of Utmost International Isle of Man Limited and Utmost PanEurope dac Operational Forms Source of Wealth Questionnaire UWSQ PR \| 20888
The Real Benefit of Gross Roll-Up	This document is directed at professional advisers and shows how international bonds benefit from gross roll-up.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This document is directed at professional advisers and shows how international bonds benefit from gross roll-up. Tax and regulatory Literature/technical sales aids and literature The Real Benefit of Gross Roll-Up UWSQ PR \| 20017
Portfolio Bond Transaction Account Overdraft Limit	The published overdraft limit of transaction accounts for applicable portfolio bonds.	Utmost Wealth Solutions	Operational Forms	Non Product Specific	FOS	The published overdraft limit of transaction accounts for applicable portfolio bonds. Operational Forms Portfolio Bond Transaction Account Overdraft Limit UWSQ PR \| 14355
How to Complete the Second Schedule	Sales aid explaining how the Second Schedule of the Lifestyle Trust Deed should be completed.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	Sales aid explaining how the Second Schedule of the Lifestyle Trust Deed should be completed. Tax and regulatory Literature/technical sales aids and literature How to Complete the Second Schedule UWSQ PR \| 13050
Tax Declaration and Self Certification for Entity Investors	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for Entity investors such as, companies, corporate trusts or foundations.	Utmost Wealth Solutions	Operational Forms	Non Product Specific	FOS	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for Entity investors such as, companies, corporate trusts or foundations. Operational Forms Tax Declaration and Self Certification for Entity Investors UWSQ PR \| 12415
Tax Declaration and Self Certification for Individual Investors	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders, persons authorised to sign on behalf of the policyholder, for example their Power of Attorney or court appointed Deputy, and individuals linked to the trust where Utmost International Trustee Solutions Limited are the appointed trustee.	Utmost Wealth Solutions	Operational Forms	Non Product Specific	FOS	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders, persons authorised to sign on behalf of the policyholder, for example their Power of Attorney or court appointed Deputy, and individuals linked to the trust where Utmost International Trustee Solutions Limited are the appointed trustee. Operational Forms Tax Declaration and Self Certification for Individual Investors UWSQ PR \| 12373
Nominated asset for regular withdrawals	To ensure regular withdrawals are paid, you must select one or more asset from which the payment will be made. Alternatively, the Transaction Account can be selected to fund withdrawals. Please tick the appropriate box below	Utmost Wealth Solutions	Operational Forms	Non Product Specific	FOS	To ensure regular withdrawals are paid, you must select one or more asset from which the payment will be made. Alternatively, the Transaction Account can be selected to fund withdrawals. Please tick the appropriate box below Operational Forms Nominated asset for regular withdrawals UWSQ PR \| 10347
Deed of Absolute Appointment in Favour of one or more Discretionary Beneficiaries (Manx Law)	This deed is for guidance only and may be considered suitable where an Utmost International Isle of Man Limited orUtmost PanEurope dac discretionary trust subject to Manx Law has been used.	Utmost Wealth Solutions	Operational Forms	Non Product Specific	FOS	This deed is for guidance only and may be considered suitable where an Utmost International Isle of Man Limited orUtmost PanEurope dac discretionary trust subject to Manx Law has been used. Operational Forms Deed of Absolute Appointment in Favour of one or more Discretionary Beneficiaries (Manx Law) UWSQ PR \| 09637
Cheque Processing Form	This form is to be used when Wealth Interactive status is awaiting payment.	Utmost Wealth Solutions	Operational Forms	Non Product Specific		This form is to be used when Wealth Interactive status is awaiting payment. Operational Forms Cheque Processing Form UWSQ PR \| 09466
Wealth Interactive Third Party and Other Users Matrix	A quick user guide showing what functionality is available to each user role	Utmost Wealth Solutions	Product Guides/Brochures/Snapshots and Training Materials	Non Product Specific	FOS	A quick user guide showing what functionality is available to each user role Product Guides/Brochures/Snapshots and Training Materials Wealth Interactive Third Party and Other Users Matrix UWSQ PR \| 09254
Request to Appoint a Discretionary Asset Manager (on an Advisory or Discretionary Authority)	Please use this form to appoint a discretionary asset manager on an advisory or discretionary authority.	Utmost Wealth Solutions	Operational Forms	Non Product Specific		Please use this form to appoint a discretionary asset manager on an advisory or discretionary authority. Operational Forms Request to Appoint a Discretionary Asset Manager (on an Advisory or Discretionary Authority) UWSQ PR \| 08887
Terms and Conditions for Utmost International’s Online Services (Financial Adviser)	Terms and Conditions for our online services to be read in conjunction with the relevant intermediary terms of business.	Utmost Wealth Solutions	Guides and Supporting Documents	Non Product Specific	FOS	Terms and Conditions for our online services to be read in conjunction with the relevant intermediary terms of business. Guides and Supporting Documents Terms and Conditions for Utmost International’s Online Services (Financial Adviser) UWSQ PR \| 08340
Qualifying Non-UK Pension Scheme Brochure – for a Flexible Future	This brochure provides information about overseas pension schemes that comply with Qualifying Non-UK Pension Scheme rules.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This brochure provides information about overseas pension schemes that comply with Qualifying Non-UK Pension Scheme rules. Tax and regulatory Literature/technical sales aids and literature Qualifying Non-UK Pension Scheme Brochure – for a Flexible Future UWSQ PR \| 08077
Loan Trust Deed – Manx Law Discretionary Version – Limited Liability Form	Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man Limited investments.	Utmost Wealth Solutions	Trust Literature	Non Product Specific	FOS	Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man Limited investments. Trust Literature Loan Trust Deed – Manx Law Discretionary Version – Limited Liability Form UWSQ PR \| 07507
Intermediary Registration Application QINTL IOM and QII	Intermediary Registration Application IOM and QII – for non UK intermediaries only	Utmost Wealth Solutions	Operational Forms	Non Product Specific	FOS	Intermediary Registration Application IOM and QII – for non UK intermediaries only Operational Forms Intermediary Registration Application QINTL IOM and QII UWSQ PR \| 02230
Technical Sales Briefing – Order of Gifts	This briefing looks at various issues and scenarios around the order of making gifts and attempts to explain what steps can be taken to help ensure the most beneficial result for all.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This briefing looks at various issues and scenarios around the order of making gifts and attempts to explain what steps can be taken to help ensure the most beneficial result for all. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Order of Gifts UWS PR 0193
UK Inheritance tax (IHT)	Infographic to raise awareness of IHT.	Utmost Wealth Solutions	Marketing Collateral	Non Product Specific	FOS	Infographic to raise awareness of IHT. Marketing Collateral UK Inheritance tax (IHT) UWS PR 0168
Technical Sales Briefing – Finance Act 2006 and Interest in Possession (IIP) Trusts	Technical Sales Briefing on the Finance Act 2006 and Interest in Possession (IIP) Trusts	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific		Technical Sales Briefing on the Finance Act 2006 and Interest in Possession (IIP) Trusts Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Finance Act 2006 and Interest in Possession (IIP) Trusts UWS PR 0139
Technical Sales Briefing – Personal Representatives and the Payment of Tax on Death	This Technical Sales Briefing looks at the income tax position on the death of a policy owner and the role of the PRs and includes comment on how single premium bonds can be set up to provide planning opportunities to manage the incidence of chargeable events.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific		This Technical Sales Briefing looks at the income tax position on the death of a policy owner and the role of the PRs and includes comment on how single premium bonds can be set up to provide planning opportunities to manage the incidence of chargeable events. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Personal Representatives and the Payment of Tax on Death UWS PR 0066
Inheritance Tax Liability and the Statutory Residence Test	This guide explains Domicile, Remittance Basis and Excluded Property Trust.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This guide explains Domicile, Remittance Basis and Excluded Property Trust. Tax and regulatory Literature/technical sales aids and literature Inheritance Tax Liability and the Statutory Residence Test UWS PR 0105
Quick guide to trusts	Sales aid addressing some of the common misconceptions and issues faced with being a trustee.	Utmost Wealth Solutions	Guides and Supporting Documents	Non Product Specific	FOS	Sales aid addressing some of the common misconceptions and issues faced with being a trustee. Guides and Supporting Documents Quick guide to trusts UWS PR 0051
UWS Impact of Charges for Advice on your Policy	Charges for advice and/or related services are agreed between you and your adviser.This guide is designed to be used where you have added a charge for advice to your policy or have changed the existing level of adviser charges being paid. It explains the impact charges for advice will have on the value of your policy over time.	Utmost Wealth Solutions	Product Guides/Brochures/Snapshots and Training Materials	Non Product Specific	FOS	Charges for advice and/or related services are agreed between you and your adviser.This guide is designed to be used where you have added a charge for advice to your policy or have changed the existing level of adviser charges being paid. It explains the impact charges for advice will have on the value of your policy over time. Product Guides/Brochures/Snapshots and Training Materials UWS Impact of Charges for Advice on your Policy UWS PR 00468
Trust Register Internal Form	Trust Register Internal Form	Utmost Wealth Solutions	Trust Literature	Non Product Specific	FOS	Trust Register Internal Form Trust Literature Trust Register Internal Form UWS PR 00463
Technical Sales Briefing – International Investment Bonds and VAT Exempt DFM Service for Ireland	This Technical Sales Briefing has been designed to explain the background to the publication of the Irish Revenue, including the differences in the two tax codes and the effect of this guidance on both conventional international investment bonds and bonds.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific		This Technical Sales Briefing has been designed to explain the background to the publication of the Irish Revenue, including the differences in the two tax codes and the effect of this guidance on both conventional international investment bonds and bonds. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – International Investment Bonds and VAT Exempt DFM Service for Ireland UWS PR 0046
External Manager, Custodian and Platform Agreement List	This document is applicable for the following products only: Utmost PanEurope dac’s Selection and Generation Planning Bond as well as Utmost International Isle of Man Limited’s Evolution and Estate Planning Bond.	Utmost Wealth Solutions	Investment literature/Strategies	Estate Planning Bond, Evolution, Generation Planning Bond, Selection	FOS	This document is applicable for the following products only: Utmost PanEurope dac’s Selection and Generation Planning Bond as well as Utmost International Isle of Man Limited’s Evolution and Estate Planning Bond. Investment literature/Strategies External Manager, Custodian and Platform Agreement List UWS PR 00388
Residence Nil Rate Band (RNRB) Quick Guide – Infographic	This guide contain references to the appropriate page numbers from our technical briefing on RNRB.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This guide contain references to the appropriate page numbers from our technical briefing on RNRB. Tax and regulatory Literature/technical sales aids and literature Residence Nil Rate Band (RNRB) Quick Guide – Infographic UWS PR 0036
Technical Sales Briefing – Trust Registration Service	This document details change to the UK Trust Registration Service (TRS)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This document details change to the UK Trust Registration Service (TRS) Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Trust Registration Service UWS PR 00282
UK Onshore and Overseas Comparison – Technical Sales Briefing	This document offers a comparison between UK Offshore and Overseas.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This document offers a comparison between UK Offshore and Overseas. Tax and regulatory Literature/technical sales aids and literature UK Onshore and Overseas Comparison – Technical Sales Briefing UWS PR 00277
Direct Security Discretionary Solutions	This is a brochure explaining our Direct Security Discretionary Solutions.	Utmost Wealth Solutions	Marketing Collateral	Delegation, Private Wealth Portfolio - UK	FOS	This is a brochure explaining our Direct Security Discretionary Solutions. Marketing Collateral Direct Security Discretionary Solutions UWS PR 00280
Execution Only Form for Additional Single Premium Applicants	Execution Only Form for Additional Single Premium Applicants	Utmost International - IoM	Operational Forms	Estate Planning Bond, Evolution		Execution Only Form for Additional Single Premium Applicants Operational Forms Execution Only Form for Additional Single Premium Applicants UWS PR 00210
Overseas Insurance Bonds as Trust Investments	This briefing document looks at why bonds issued from overseas insurers can be a highly effective investment vehicle for a UK resident trust.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This briefing document looks at why bonds issued from overseas insurers can be a highly effective investment vehicle for a UK resident trust. Tax and regulatory Literature/technical sales aids and literature Overseas Insurance Bonds as Trust Investments UWS \| 05097
Letter of Wishes Example Wordings	When using a discretionary trust it is always desirable to record the Settlor’s wishes. These are normally recorded in a letter addressed to the trustees, hence the name ‘letter of wishes’.	Utmost International Trustee Solutions Limited	Trust Literature	Non Product Specific	FOS	When using a discretionary trust it is always desirable to record the Settlor’s wishes. These are normally recorded in a letter addressed to the trustees, hence the name ‘letter of wishes’. Trust Literature Letter of Wishes Example Wordings UTSQ PR \| 25160
Tax Declaration and Self-Certification for Trusts	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for trusts where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for trusts where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust. Tax and regulatory Literature/technical sales aids and literature Tax Declaration and Self-Certification for Trusts UTSQ PR \| 20885
Utmost International Trustee Solutions Limited Client Agreement Form	This form is required to obtain information about an applicant’s tax status under Automatic Exchange of Information (AEOI) regulations, Utmost International.	Utmost International - IoM	Operational Forms	Non Product Specific	FOS	This form is required to obtain information about an applicant’s tax status under Automatic Exchange of Information (AEOI) regulations, Utmost International. Operational Forms Utmost International Trustee Solutions Limited Client Agreement Form UTSQ PR \| 03482
Utmost International Trustee Solutions Discretionary Investment Manager Application Form	This form can be used to appoint a Discretionary investment manager to a bond in trust with Utmost International Trustee Solutions Limited	Utmost International Trustee Solutions Limited	Operational Forms	Non Product Specific	FOS	This form can be used to appoint a Discretionary investment manager to a bond in trust with Utmost International Trustee Solutions Limited Operational Forms Utmost International Trustee Solutions Discretionary Investment Manager Application Form UTSQ PR \| 03409
Utmost International Trust Company Policy Statement Form	This form is used with our former Quilter International UK products where an ‘Investment Adviser’ (Advisory Fund Adviser) is being appointed. The form confirms that the adviser has discussed and agreed the Investment Objective with the settlor and any investment recommendations will fall within this category. The trustees will countersign this and agree to the objective agreed between IFA and Settlor.	Utmost International Trustee Solutions Limited	Trust Literature	Non Product Specific	FOS	This form is used with our former Quilter International UK products where an ‘Investment Adviser’ (Advisory Fund Adviser) is being appointed. The form confirms that the adviser has discussed and agreed the Investment Objective with the settlor and any investment recommendations will fall within this category. The trustees will countersign this and agree to the objective agreed between IFA and Settlor. Trust Literature Utmost International Trust Company Policy Statement Form UTSQ PR \| 03408
Application Form for European Wealth Bond with Utmost PanEurope dac	Application Form for Individual, Trustee and Corporate Investors wishing to invest in the European Wealth Bond. Please note that you will also need to fill out the Tax Declaration and Self Certification document. This form can only be used for Top-Ups as this product is closed to new business.	Utmost PanEurope	Application Form	Non Product Specific	FOS	Application Form for Individual, Trustee and Corporate Investors wishing to invest in the European Wealth Bond. Please note that you will also need to fill out the Tax Declaration and Self Certification document. This form can only be used for Top-Ups as this product is closed to new business. Application Form Application Form for European Wealth Bond with Utmost PanEurope dac UPEQ PR \| 11799
Utmost PanEurope dac Banking Details	This document includes the banking details for Utmost PanEurope dac.	Utmost PanEurope	Guides and Supporting Documents	Non Product Specific		This document includes the banking details for Utmost PanEurope dac. Guides and Supporting Documents Utmost PanEurope dac Banking Details UPEQ PR \| 09144
Discounted Gift Trust Deed Form (English Law – Bare Version)	This deed should be used with ex-Quilter products or the following range of product types only: Executive Investment Bonds/Portfolios/Accounts (including European Collective Investment Bond), Wealth Portfolio Bonds, Managed Capital Accounts and Life Insurance Portfolios.	Utmost PanEurope	Trust Literature	European Executive Investment Bond – PRIIPs, Executive Life Portfolio	FOS	This deed should be used with ex-Quilter products or the following range of product types only: Executive Investment Bonds/Portfolios/Accounts (including European Collective Investment Bond), Wealth Portfolio Bonds, Managed Capital Accounts and Life Insurance Portfolios. Trust Literature Discounted Gift Trust Deed Form (English Law – Bare Version) UPEQ PR \| 04649
Ireland as a location in Europe for Unit-Linked Life Assurance	This intermediary sales aid explains why Ireland is the optimal location in Europe for unit-linked life insurance.	Utmost PanEurope	Marketing Collateral	Non Product Specific	FOS	This intermediary sales aid explains why Ireland is the optimal location in Europe for unit-linked life insurance. Marketing Collateral Ireland as a location in Europe for Unit-Linked Life Assurance UPE_WS \| 05338
Utmost Wealth Solutions Company Brochure – Adviser version	Company brochure for Utmost Wealth Solutions (Financial Adviser only).	Utmost Wealth Solutions	Marketing Collateral	Non Product Specific	FOS	Company brochure for Utmost Wealth Solutions (Financial Adviser only). Marketing Collateral Utmost Wealth Solutions Company Brochure – Adviser version UPE_WS \| 05226
Private Wealth Portfolio UK Product Benefits	This guide lists the product benefits when you invest into the Private Wealth Portfolio.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Private Wealth Portfolio - UK		This guide lists the product benefits when you invest into the Private Wealth Portfolio. Product Guides/Brochures/Snapshots and Training Materials Private Wealth Portfolio UK Product Benefits UPE_WS \| 05203
Execution Only Client Disclaimer form	Execution Only Client Disclaimer for UK market	Utmost PanEurope	Operational Forms	Private Wealth Portfolio - UK	FOS	Execution Only Client Disclaimer for UK market Operational Forms Execution Only Client Disclaimer form UPE_WS \| 04698
Policy Terms and Conditions for Private Wealth Portfolio UK	Policy Terms and Conditions for Utmost PanEurope dac’s Private Wealth Portfolio UK product.	Utmost PanEurope	Policy Conditions	Private Wealth Portfolio - UK	FOS	Policy Terms and Conditions for Utmost PanEurope dac’s Private Wealth Portfolio UK product. Policy Conditions Policy Terms and Conditions for Private Wealth Portfolio UK UPE_WS \| 04622
Application Booklet for Private Wealth Portfolio UK Corporate and Trustee Applicants with Utmost PanEurope dac	Application Booklet for Private Wealth Portfolio UK Corporate and Trustee Applicants with Utmost PanEurope dac.	Utmost PanEurope	Application Form	Private Wealth Portfolio - UK	FOS	Application Booklet for Private Wealth Portfolio UK Corporate and Trustee Applicants with Utmost PanEurope dac. Application Form Application Booklet for Private Wealth Portfolio UK Corporate and Trustee Applicants with Utmost PanEurope dac UPE_WS \| 04621
Application Form for Private Wealth Portfolio UK with Utmost PanEurope dac	Application Form for Private Wealth Portfolio UK with Utmost PanEurope dac.	Utmost PanEurope	Application Form	Private Wealth Portfolio - UK	FOS	Application Form for Private Wealth Portfolio UK with Utmost PanEurope dac. Application Form Application Form for Private Wealth Portfolio UK with Utmost PanEurope dac UPE_WS \| 04620
Life Insurance Based in Ireland – Four Pillars of Investor Protection	In this guide we take a closer look at the four reasons why you can choose a life insurance provider from Ireland with confidence.	Utmost PanEurope	Marketing Collateral	Non Product Specific	FOS	In this guide we take a closer look at the four reasons why you can choose a life insurance provider from Ireland with confidence. Marketing Collateral Life Insurance Based in Ireland – Four Pillars of Investor Protection UPE_WS \| 04551
Loan Agreement form	Loan Agreement form for PWP UK	Utmost PanEurope	Operational Forms	Private Wealth Portfolio - UK	FOS	Loan Agreement form for PWP UK Operational Forms Loan Agreement form UPE_WS \| 04496
Private Wealth Portfolio UK Country Snapshot	This document highlights the product features and benefits of investing into the Private Wealth Portfolio UK.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Private Wealth Portfolio - UK	FOS	This document highlights the product features and benefits of investing into the Private Wealth Portfolio UK. Product Guides/Brochures/Snapshots and Training Materials Private Wealth Portfolio UK Country Snapshot UPE_WS \| 04438
Portfolio Manager Undertaking form	Portfolio Manager Undertaking form for UK market	Utmost PanEurope	Operational Forms	Private Wealth Portfolio - UK		Portfolio Manager Undertaking form for UK market Operational Forms Portfolio Manager Undertaking form UPE_WS \| 04007
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.	Utmost PanEurope	Operational Forms	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
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.	Utmost PanEurope	Operational Forms	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
Private Wealth Portfolio – How to minimise foreign tax on dividend income	A sales aid to explain tax relief at source on foreign withholding tax.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	Private Wealth Portfolio - Italy, Private Wealth Portfolio - Portugal, Private Wealth Portfolio - Spain, Private Wealth Portfolio - UK, Private Wealth Portfolio (PWP) France		A sales aid to explain tax relief at source on foreign withholding tax. Tax and regulatory Literature/technical sales aids and literature Private Wealth Portfolio – How to minimise foreign tax on dividend income UPE PR 12746
Key Information Document – Selection Capital Redemption	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost PanEurope	Key Information Document	Selection	FOS	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document – Selection Capital Redemption UPE PR 12667
Technical Sales Briefing – Trustee Delegation	This briefing is designed to explain how some of the duties and powers of trustees can be delegated to other people	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific		This briefing is designed to explain how some of the duties and powers of trustees can be delegated to other people Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Trustee Delegation UPE PR 12427
Selection Product Application Form for Existing Pension Schemes – Blevins Franks Wealth Management Limited with Utmost PanEurope dac	Selection Product Application Form for Existing Pension Schemes. This Form should only be used by Malta Pension Trustee customers of Blevins Franks Wealth Management Limited (BFWML).	Utmost PanEurope	Application Form	Selection	FOS	Selection Product Application Form for Existing Pension Schemes. This Form should only be used by Malta Pension Trustee customers of Blevins Franks Wealth Management Limited (BFWML). Application Form Selection Product Application Form for Existing Pension Schemes – Blevins Franks Wealth Management Limited with Utmost PanEurope dac UPE PR 00175
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.	Utmost PanEurope	Operational Forms	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
Utmost PanEurope Investor Protection Brochure	This guide describes certain aspects of the legal and regulatory framework applicable to Utmost PanEurope dac in Ireland, created in order to safeguard policyholders through effective governance, risk management and oversight related to insurer financial strength and solvency.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This guide describes certain aspects of the legal and regulatory framework applicable to Utmost PanEurope dac in Ireland, created in order to safeguard policyholders through effective governance, risk management and oversight related to insurer financial strength and solvency. Tax and regulatory Literature/technical sales aids and literature Utmost PanEurope Investor Protection Brochure UPE PR 00128
Delegation Guide to Trustee Application Form	Delegation Guide to Trustee Application Form	Utmost PanEurope	Operational Forms	Delegation	FOS	Delegation Guide to Trustee Application Form Operational Forms Delegation Guide to Trustee Application Form UPE PR 00122
Applicant Health Declaration (English) (PWP UK)	Applicant Health Declaration (English) (PWP UK)	Utmost PanEurope	Operational Forms	Private Wealth Portfolio - UK	FOS	Applicant Health Declaration (English) (PWP UK) Operational Forms Applicant Health Declaration (English) (PWP UK) UPE PR 00127
Supplementary Application Form to Convert an Existing Delegation Bond into a Discounted Gift Trust with Utmost PanEurope dac	Application Form to request Utmost PanEurope to convert your existing Delegation Bond into a Discounted Gift Trust. It includes a questionnaire to gather the medical information we need to start initial underwriting. This form is only for use with a Delegation Bond and cannot be used with Selection Bonds or Bonds issued by Utmost International Isle of Man Limited.	Utmost PanEurope	Application Form	Delegation	FOS	Application Form to request Utmost PanEurope to convert your existing Delegation Bond into a Discounted Gift Trust. It includes a questionnaire to gather the medical information we need to start initial underwriting. This form is only for use with a Delegation Bond and cannot be used with Selection Bonds or Bonds issued by Utmost International Isle of Man Limited. Application Form Supplementary Application Form to Convert an Existing Delegation Bond into a Discounted Gift Trust with Utmost PanEurope dac UPE PR 00090
Private Wealth Portfolio UK Discretionary Key Information Document	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost PanEurope	Key Information Document	Private Wealth Portfolio - UK	FOS	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Private Wealth Portfolio UK Discretionary Key Information Document UPE PR 00068
Portability Request Form for Private Wealth Portfolio UK with Utmost PanEurope dac	Portability Request Form for Private Wealth Portfolio UK with Utmost PanEurope dac.	Utmost PanEurope	Application Form	Private Wealth Portfolio - UK	FOS	Portability Request Form for Private Wealth Portfolio UK with Utmost PanEurope dac. Application Form Portability Request Form for Private Wealth Portfolio UK with Utmost PanEurope dac UPE PR 00011
Bare Trust – Private Client Portfolio	Bare Trust form for the Private Client Portfolio product – United Kingdom	Utmost Luxembourg S.A	Operational Forms	Private Client Portfolio	FOS	Bare Trust form for the Private Client Portfolio product – United Kingdom Operational Forms Bare Trust – Private Client Portfolio ULU CONT4039
Change Request to Fund Selection	Use this form to request a change to the Fund Selection – United Kingdom	Utmost Luxembourg S.A	Operational Forms	Private Client Portfolio	FOS	Use this form to request a change to the Fund Selection – United Kingdom Operational Forms Change Request to Fund Selection ULU CONT2933
Product Features of the Wealth Passport – UK Hybrid Policy. Adapting the Private Client Portfolio	These are the Product Features related to the US-UK Wealth Passport product – United Kingdom	Utmost Luxembourg S.A	Product Guides/Brochures/Snapshots and Training Materials	Wealth Passport	FOS	These are the Product Features related to the US-UK Wealth Passport product – United Kingdom Product Guides/Brochures/Snapshots and Training Materials Product Features of the Wealth Passport – UK Hybrid Policy. Adapting the Private Client Portfolio ULU CONT2616
Accumulation & Maintenance Plan – Product Features	These are the Product Features related to the Accumulation and Maintenance Plan product – United Kingdom	Utmost Luxembourg S.A	Product Guides/Brochures/Snapshots and Training Materials	Accumulation & Maintenance Plan	FOS	These are the Product Features related to the Accumulation and Maintenance Plan product – United Kingdom Product Guides/Brochures/Snapshots and Training Materials Accumulation & Maintenance Plan – Product Features ULU CONT2083
Wealth Preservation Trust – Trust Deed	Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom	Utmost Luxembourg S.A	Operational Forms	Wealth Preservation Trust	FOS	Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom Operational Forms Wealth Preservation Trust – Trust Deed ULU CONT2009
Bare Trust – Accumulation & Maintenance Plan	Bare Trust form for the Accumulation and Maintenance Plan product – United Kingdom	Utmost Luxembourg S.A	Operational Forms	Accumulation & Maintenance Plan	FOS	Bare Trust form for the Accumulation and Maintenance Plan product – United Kingdom Operational Forms Bare Trust – Accumulation & Maintenance Plan ULU CONT1801
Wealth Preservation Trust – Product Features	These are the Product Features related to the Wealth Preservation Trust product – United Kingdom	Utmost Luxembourg S.A	Product Guides/Brochures/Snapshots and Training Materials	Wealth Preservation Trust	FOS	These are the Product Features related to the Wealth Preservation Trust product – United Kingdom Product Guides/Brochures/Snapshots and Training Materials Wealth Preservation Trust – Product Features ULU CONT1481
Wealth Preservation Trust – Tax Notes	Tax notes linked to the Wealth Preservation Trust product – United Kingdom	Utmost Luxembourg S.A	Operational Forms	Wealth Preservation Trust	FOS	Tax notes linked to the Wealth Preservation Trust product – United Kingdom Operational Forms Wealth Preservation Trust – Tax Notes ULU CONT1492
Private Client Portfolio – Product Features – United Kingdom	These are the Product Features related to the Private Client Portfolio product – United Kingdom	Utmost Luxembourg S.A	Product Guides/Brochures/Snapshots and Training Materials	Private Client Portfolio	FOS	These are the Product Features related to the Private Client Portfolio product – United Kingdom Product Guides/Brochures/Snapshots and Training Materials Private Client Portfolio – Product Features – United Kingdom ULU CONT1164
IOM Data Protection – Your Individual Rights	This document lays out your Data Protection Rights.	Utmost International - IoM	Compliance and Risk Collateral (privacy notices/footers etc)	Non Product Specific	FOS	This document lays out your Data Protection Rights. Compliance and Risk Collateral (privacy notices/footers etc) IOM Data Protection – Your Individual Rights ULQ PR 00010
Request to Trustees for Loan Repayment and Acknowledgement of Receipt of Loan Payment	This document contains draft wording which the settlor can use to request the repayment of a loan from the trustees of a loan trust.It is for use with the settlor’s own legal advisers in relation to the Loan Trust, available with a Utmost International Bond.This document cannot be used to instruct Utmost International to make a surrender.	Utmost International - IoM	Operational Forms	Non Product Specific		This document contains draft wording which the settlor can use to request the repayment of a loan from the trustees of a loan trust.It is for use with the settlor’s own legal advisers in relation to the Loan Trust, available with a Utmost International Bond.This document cannot be used to instruct Utmost International to make a surrender. Operational Forms Request to Trustees for Loan Repayment and Acknowledgement of Receipt of Loan Payment ULQ PR \| 25158
Lifestyle Trust Deed (Manx Law – Discretionary Version)	Complete this deed to set up a Lifestyle Trust (Manx Law version)	Utmost International - IoM	Trust Literature	Non Product Specific	FOS	Complete this deed to set up a Lifestyle Trust (Manx Law version) Trust Literature Lifestyle Trust Deed (Manx Law – Discretionary Version) ULQ PR \| 25094
Questions and Answers – Deemed Gains Tax on your Executive Bond	This Q and A document explains deemed gains tax on an Executive Bond.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This Q and A document explains deemed gains tax on an Executive Bond. Tax and regulatory Literature/technical sales aids and literature Questions and Answers – Deemed Gains Tax on your Executive Bond ULQ PR \| 20611
Application Form for Individual, Trustee and Corporate Investors of the International Wealth Bond with Utmost International Isle of Man	Application Form for Individual, Trustee and Corporate Investors, wishing to invest in the International Wealth Bond. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document. This form can only be used for top-ups as this product is closed to new business.	Utmost International - IoM	Application Form	Non Product Specific	FOS	Application Form for Individual, Trustee and Corporate Investors, wishing to invest in the International Wealth Bond. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document. This form can only be used for top-ups as this product is closed to new business. Application Form Application Form for Individual, Trustee and Corporate Investors of the International Wealth Bond with Utmost International Isle of Man ULQ PR \| 20987
Executive Investment Account Reasons Why Document	This document suggests some of the ‘reasons why’ to invest in this product that you may wish to incorporate within your recommendation letters for your clients.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Executive Investment Account		This document suggests some of the ‘reasons why’ to invest in this product that you may wish to incorporate within your recommendation letters for your clients. Tax and regulatory Literature/technical sales aids and literature Executive Investment Account Reasons Why Document ULQ PR \| 14529
Online Data Capture Form for Submitting Business on Wealth Interactive for Utmost International Isle of Man Policies	Online Data Capture Form for Financial Advisers to gather the necessary information from a client via Wealth Interactive for new business for Utmost International Isle of Man policies.	Utmost International - IoM	Application Form	Non Product Specific	FOS	Online Data Capture Form for Financial Advisers to gather the necessary information from a client via Wealth Interactive for new business for Utmost International Isle of Man policies. Application Form Online Data Capture Form for Submitting Business on Wealth Interactive for Utmost International Isle of Man Policies ULQ PR \| 13900
Taxation of an Offshore Life Assurance Policy for your UK Resident Israeli Clients, Moving or Returning to Israel	This document provides an explanation of the taxation of an offshore life assurance policy for your UK resident Israeli clients, moving or returning to Israel.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This document provides an explanation of the taxation of an offshore life assurance policy for your UK resident Israeli clients, moving or returning to Israel. Tax and regulatory Literature/technical sales aids and literature Taxation of an Offshore Life Assurance Policy for your UK Resident Israeli Clients, Moving or Returning to Israel ULQ PR \| 12850
Taxation of an Offshore Life Assurance Policy for your Non-Israeli Resident Clients Moving or Returning to Israel	An explanation of the taxation of an offshore life assurance policy for your non-Israeli resident clients moving or returning to Israel.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	An explanation of the taxation of an offshore life assurance policy for your non-Israeli resident clients moving or returning to Israel. Tax and regulatory Literature/technical sales aids and literature Taxation of an Offshore Life Assurance Policy for your Non-Israeli Resident Clients Moving or Returning to Israel ULQ PR \| 12851
Taxation of an Offshore Life Assurance Policy Purchased Outside of Israel by an Israeli Resident	This document provides an explanation of the taxation of an offshore Utmost International Isle of Man Limited life assurance policy purchased outside of Israel by an Israeli resident.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This document provides an explanation of the taxation of an offshore Utmost International Isle of Man Limited life assurance policy purchased outside of Israel by an Israeli resident. Tax and regulatory Literature/technical sales aids and literature Taxation of an Offshore Life Assurance Policy Purchased Outside of Israel by an Israeli Resident ULQ PR \| 12849
Non-Resident Indian Estate Planning	A client-facing guide to using an Utmost International Isle of Man offshore bond for estate planning for non-resident Indian investors.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	A client-facing guide to using an Utmost International Isle of Man offshore bond for estate planning for non-resident Indian investors. Tax and regulatory Literature/technical sales aids and literature Non-Resident Indian Estate Planning ULQ PR \| 12517
Telegraphic Transfer Details for Utmost International Isle of Man Limited	This document contains the telegraphic transfer details for transferring money to Utmost International Isle of Man Limited via Wealth Interactive.	Utmost International - IoM	Operational Forms	Non Product Specific	FOS	This document contains the telegraphic transfer details for transferring money to Utmost International Isle of Man Limited via Wealth Interactive. Operational Forms Telegraphic Transfer Details for Utmost International Isle of Man Limited ULQ PR \| 09352
Wealth Interactive – Master User Registration Form for Existing Firms	Please use this form to appoint a master user to Wealth Interactive for adviser firms who already have terms of business with us.This form will allow us access to a nominated master user within your firm who can then grant access to other users (including other master users within your firm).	Utmost International - IoM	Operational Forms	Non Product Specific	FOS	Please use this form to appoint a master user to Wealth Interactive for adviser firms who already have terms of business with us.This form will allow us access to a nominated master user within your firm who can then grant access to other users (including other master users within your firm). Operational Forms Wealth Interactive – Master User Registration Form for Existing Firms ULQ PR \| 08775
Beneficiary Nomination Request Form – for Accountholders Policyholders	This form can be used where the Accountholders wish to transfer the ownership of the Contract on the death of the Relevant Accountholder and this does not bring the Contract to an end;orFor use by both Individual and Corporate Accountholders. Where the Accountholders wish to transfer the ownership of the benefits on the death of the Relevant Life Assured and this brings the Contract to an end.	Utmost International - IoM	Operational Forms	Non Product Specific	FOS	This form can be used where the Accountholders wish to transfer the ownership of the Contract on the death of the Relevant Accountholder and this does not bring the Contract to an end;orFor use by both Individual and Corporate Accountholders. Where the Accountholders wish to transfer the ownership of the benefits on the death of the Relevant Life Assured and this brings the Contract to an end. Operational Forms Beneficiary Nomination Request Form – for Accountholders Policyholders ULQ PR \| 07959
Utmost International Isle of Man Letter of Wishes Form	This form can be used should the settlors like to include additional wishes be taken into account with regard to the Declaration of Trust.	Utmost International - IoM	Operational Forms	Non Product Specific	FOS	This form can be used should the settlors like to include additional wishes be taken into account with regard to the Declaration of Trust. Operational Forms Utmost International Isle of Man Letter of Wishes Form ULQ PR \| 05862
Utmost International Isle of Man Intermediary Terms of Business	These Intermediary Terms of Business and the Rates of Commission govern your relationship with Utmost International Isle of Man Limited (Utmost International) and cover the way we do business with you, the Intermediary. These Intermediary Terms of Business and any documents referred to in it replace any previous Terms of Business you have with Quilter International.	Utmost International - IoM	Guides and Supporting Documents	Non Product Specific	FOS	These Intermediary Terms of Business and the Rates of Commission govern your relationship with Utmost International Isle of Man Limited (Utmost International) and cover the way we do business with you, the Intermediary. These Intermediary Terms of Business and any documents referred to in it replace any previous Terms of Business you have with Quilter International. Guides and Supporting Documents Utmost International Isle of Man Intermediary Terms of Business ULQ PR \| 03546
The components of an Estate Planning Bond	The Estate Planning Bond is a combination of a trust and a capital redemption bond. It is structured in a way that can immediately reduce the transfer of value for IHT purposes and provide a tax deferred income from outset.This document explains how the main components of the bond can achieve this.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Estate Planning Bond	FOS	The Estate Planning Bond is a combination of a trust and a capital redemption bond. It is structured in a way that can immediately reduce the transfer of value for IHT purposes and provide a tax deferred income from outset.This document explains how the main components of the bond can achieve this. Tax and regulatory Literature/technical sales aids and literature The components of an Estate Planning Bond UL PR 0274
Online Application Guide for Financial Advisers	This is a PowerPoint which can be used by Financial Advisers to help their clients complete an online application form.	Utmost International - IoM	Operational Forms	Evolution		This is a PowerPoint which can be used by Financial Advisers to help their clients complete an online application form. Operational Forms Online Application Guide for Financial Advisers UL PR 0270
Guide for Evolution Corporate Applicants	This guide has been designed to assist with completing the application form for Evolution Corporate Applicants.	Utmost International - IoM	Operational Forms	Evolution	FOS	This guide has been designed to assist with completing the application form for Evolution Corporate Applicants. Operational Forms Guide for Evolution Corporate Applicants UL PR 0237
Guide for Evolution Trustee & Corporate Trustee Applicants	This guide has been designed to assist with completing the application form for Evolution Trustee & Corporate Trustee Applicants.	Utmost International - IoM	Operational Forms	Evolution	FOS	This guide has been designed to assist with completing the application form for Evolution Trustee & Corporate Trustee Applicants. Operational Forms Guide for Evolution Trustee & Corporate Trustee Applicants UL PR 0236
Estate Planning Bond Snapshot	This document highlights the product features and benefits of investing into the Estate Planning Bond.	Utmost International - IoM	Product Guides/Brochures/Snapshots and Training Materials	Estate Planning Bond	FOS	This document highlights the product features and benefits of investing into the Estate Planning Bond. Product Guides/Brochures/Snapshots and Training Materials Estate Planning Bond Snapshot UL PR 0215
Evolution Snapshot	This document highlights the product features and benefits of investing into the Evolution bond.	Utmost International - IoM	Product Guides/Brochures/Snapshots and Training Materials	Evolution	FOS	This document highlights the product features and benefits of investing into the Evolution bond. Product Guides/Brochures/Snapshots and Training Materials Evolution Snapshot UL PR 0222
Evolution Bond Capital Redemption – Key Information Document	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost International - IoM	Key Information Document	Evolution	FOS	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Evolution Bond Capital Redemption – Key Information Document UL PR 0200
Evolution Bond – Key Information Document (KID) Life Assured	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost International - IoM	Key Information Document	Evolution	FOS	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Evolution Bond – Key Information Document (KID) Life Assured UL PR 0201
Key Information Document for Utmost Deferred Distribution Fund	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses.	Utmost International - IoM	Key Information Document	Non Product Specific	FOS	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document for Utmost Deferred Distribution Fund UL PR 0187
KID – Estate Planning Bond	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost International - IoM	Key Information Document	Estate Planning Bond	FOS	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document KID – Estate Planning Bond UL PR 0199
Key Information Document – Utmost Money Swedish Krona Fund	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses.	Utmost International - IoM	Key Information Document	Non Product Specific	FOS	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document – Utmost Money Swedish Krona Fund UL PR 0184
Key Information Document – Utmost Money Euro Fund	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses.	Utmost International - IoM	Key Information Document	Non Product Specific	FOS	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document – Utmost Money Euro Fund UL PR 0185
Key Information Document – Utmost Money Dollar Fund	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses.	Utmost International - IoM	Key Information Document	Non Product Specific	FOS	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document – Utmost Money Dollar Fund UL PR 0182
Key Information Document Utmost Money Sterling Fund	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses.	Utmost International - IoM	Key Information Document	Non Product Specific	FOS	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document Utmost Money Sterling Fund UL PR 0183
Legal Entity Identifiers (LEI)	We are frequently asked questions relating to trusts and the requirement to obtain an LEI. This communication is designed to provide clarity regarding LEIs and when an LEI is required for an Utmost International Isle of Man Limited bond that is held in trust	Utmost International - IoM	Compliance and Risk Collateral (privacy notices/footers etc)	Non Product Specific		We are frequently asked questions relating to trusts and the requirement to obtain an LEI. This communication is designed to provide clarity regarding LEIs and when an LEI is required for an Utmost International Isle of Man Limited bond that is held in trust Compliance and Risk Collateral (privacy notices/footers etc) Legal Entity Identifiers (LEI) UL PR 0149
UWS Technical Sales Briefing – The Residence Nil Rate Band	Technical briefing looking at the Residence Nil Rate Band and IHT planning – TSB.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	Technical briefing looking at the Residence Nil Rate Band and IHT planning – TSB. Tax and regulatory Literature/technical sales aids and literature UWS Technical Sales Briefing – The Residence Nil Rate Band UL PR 0148
Technical Sales Briefing – Corporate Investment into Offshore Bonds	Technical briefing looking at corporate investments into international bonds – TSB	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific		Technical briefing looking at corporate investments into international bonds – TSB Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Corporate Investment into Offshore Bonds UL PR 0043
Technical Sales Briefing – Deficiency relief	Technical Sales Briefing – A technical briefing looking at Deficiency relief, how it is calculated and its effect on international bonds -TSB	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific		Technical Sales Briefing – A technical briefing looking at Deficiency relief, how it is calculated and its effect on international bonds -TSB Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Deficiency relief UL PR 0040
Know Your Client – Source of Funding and Verification of Identity	This form is issued by Utmost International Isle of Man and should be completed by all clients, trustees and corporate clients, where an application form does not already contain both a source of funding and verification of customer identity section.	Utmost International - IoM	Operational Forms	Non Product Specific	FOS	This form is issued by Utmost International Isle of Man and should be completed by all clients, trustees and corporate clients, where an application form does not already contain both a source of funding and verification of customer identity section. Operational Forms Know Your Client – Source of Funding and Verification of Identity UL PR 00391
Technical Sales Briefing – Tax Planning Using Bonds: ‘One-off Withdrawals’	Technical briefing looking at offshore bond and one-off withdrawals – TSB	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	Technical briefing looking at offshore bond and one-off withdrawals – TSB Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Tax Planning Using Bonds: ‘One-off Withdrawals’ UL PR 0037
UIIOM Strength and Stability Brochure (Investor Protection)	UIIOM Strength and Stability Brochure (Investor Protection – Intermediary version)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	UIIOM Strength and Stability Brochure (Investor Protection – Intermediary version) Tax and regulatory Literature/technical sales aids and literature UIIOM Strength and Stability Brochure (Investor Protection) UL PR 00364
Technical Sales Briefing – Tax Planning Using Bonds – Additional Investments	This technical briefing is part of a series intended to shine a light on various areas of overseas single premium bond taxation from the point of view of a UK resident investor.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This technical briefing is part of a series intended to shine a light on various areas of overseas single premium bond taxation from the point of view of a UK resident investor. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Tax Planning Using Bonds – Additional Investments UL PR 0036
Terms of Appointment of Investment Adviser	This document explains the terms of appointing an Investment Adviser.	Utmost International - IoM	Operational Forms	Non Product Specific	FOS	This document explains the terms of appointing an Investment Adviser. Operational Forms Terms of Appointment of Investment Adviser UL PR 00350
Technical Sales Briefing – Utmost International Isle of Man Limited Bank Assignments	This technical briefing has been designed to provide clarity with respect to bank ‘assignments’ and the processes we follow at Utmost International Isle of Man Limited	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific		This technical briefing has been designed to provide clarity with respect to bank ‘assignments’ and the processes we follow at Utmost International Isle of Man Limited Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Utmost International Isle of Man Limited Bank Assignments UL PR 0032
Technical Sales Briefing – Assignment of Bond to DGT and IHT Planning	This Technical Sales Briefing looks at an area of overseas single premium bond taxation from the point of view of a UK resident investor.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This Technical Sales Briefing looks at an area of overseas single premium bond taxation from the point of view of a UK resident investor. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Assignment of Bond to DGT and IHT Planning UL PR 00318
Utmost International Isle of Man Limited – Corporate Infographic – English	Utmost International Isle of Man Who We Are	Utmost International - IoM	Product Guides/Brochures/Snapshots and Training Materials	Non Product Specific	FOS	Utmost International Isle of Man Who We Are Product Guides/Brochures/Snapshots and Training Materials Utmost International Isle of Man Limited – Corporate Infographic – English UL PR 00305
Technical Sales Briefing – Danger of Using Partial Surrenders	Technical Sales Briefing – Danger of using partial surrenders – TSB	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific		Technical Sales Briefing – Danger of using partial surrenders – TSB Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Danger of Using Partial Surrenders UL PR 0030
Change of Bank Details	This form can be used to request and change bank details from clients for Utmost International Isle of Man and Utmost PanEurope polices.	Utmost Wealth Solutions	Operational Forms	Non Product Specific	FOS	This form can be used to request and change bank details from clients for Utmost International Isle of Man and Utmost PanEurope polices. Operational Forms Change of Bank Details UL PR 00303
key Information Document – Family Legacy Bond CRB	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost International - IoM	Key Information Document	Family Legacy Bond	FOS	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document key Information Document – Family Legacy Bond CRB UL BR 0003
Declaration of Health	This Medical Questionnaire needs to be completed to consent to Utmost PanEurope dac seeking and processing medical information at any time as this application will form the basis of the contract with Utmost PanEurope dac.	Utmost PanEurope	Operational Forms	Non Product Specific	FOS	This Medical Questionnaire needs to be completed to consent to Utmost PanEurope dac seeking and processing medical information at any time as this application will form the basis of the contract with Utmost PanEurope dac. Operational Forms Declaration of Health UIC PR 00178
Benefit Crystallisation Events Declaration	This Declaration should be completed and given to the administrator of the pension arrangement prior to the payment of any benefits from that arrangement.	Utmost PanEurope	Operational Forms	Non Product Specific	FOS	This Declaration should be completed and given to the administrator of the pension arrangement prior to the payment of any benefits from that arrangement. Operational Forms Benefit Crystallisation Events Declaration UIC PR 00173
Declaration of Continued Good Health	Declaration form to provide details regarding your health situation or any medical conditions while consenting to Utmost PanEurope dac seeking and processing medical information at any time in order to process your claims.	Utmost PanEurope	Operational Forms	Non Product Specific	FOS	Declaration form to provide details regarding your health situation or any medical conditions while consenting to Utmost PanEurope dac seeking and processing medical information at any time in order to process your claims. Operational Forms Declaration of Continued Good Health UIC PR 00176
Benefit Crystallisation Events Declaration	This Declaration should be completed and given to the administrator of the pension arrangement prior to the payment of any benefits from that arrangement.	Utmost PanEurope	Operational Forms	Non Product Specific	FOS	This Declaration should be completed and given to the administrator of the pension arrangement prior to the payment of any benefits from that arrangement. Operational Forms Benefit Crystallisation Events Declaration UIC PR 00172
Generation Planning Bond Summary for Financial Advisers	This is a summary of the Generation Planning Bond for Financial Advisers.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Generation Planning Bond	FOS	This is a summary of the Generation Planning Bond for Financial Advisers. Product Guides/Brochures/Snapshots and Training Materials Generation Planning Bond Summary for Financial Advisers UI PR 0086
Generation Planning Bond at a Glance	A brief overview of Utmost PanEurope dac’s Generation Planning Bond.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	Generation Planning Bond	FOS	A brief overview of Utmost PanEurope dac’s Generation Planning Bond. Tax and regulatory Literature/technical sales aids and literature Generation Planning Bond at a Glance UI PR 0081
Generation Planning Bond Product Snapshot	This document highlights the product features and benefits of investing into the Generation Planning Bond.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Generation Planning Bond	FOS	This document highlights the product features and benefits of investing into the Generation Planning Bond. Product Guides/Brochures/Snapshots and Training Materials Generation Planning Bond Product Snapshot UI PR 0082
Pre-Application Underwriting Form for Generation Planning Bond	Pre-Application Underwriting Form to be completed before applying for an Generation Planning Bond with Utmost International Isle of Man.	Utmost PanEurope	Application Form	Generation Planning Bond		Pre-Application Underwriting Form to be completed before applying for an Generation Planning Bond with Utmost International Isle of Man. Application Form Pre-Application Underwriting Form for Generation Planning Bond UI PR 0080
Application Form to Appoint Utmost International Trustee Solutions Limited as Trustee for Generation Planning Bond	Application Form for Applicants who wish to Appoint Utmost International Trustee Solutions Limited as Trustee for Generation Planning Bond with Utmost International Isle of Man.	Utmost PanEurope	Application Form	Generation Planning Bond	FOS	Application Form for Applicants who wish to Appoint Utmost International Trustee Solutions Limited as Trustee for Generation Planning Bond with Utmost International Isle of Man. Application Form Application Form to Appoint Utmost International Trustee Solutions Limited as Trustee for Generation Planning Bond UI PR 0079
Delegation Product Snapshot	This document highlights the product features and benefits of investing into the Delegation bond.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Delegation	FOS	This document highlights the product features and benefits of investing into the Delegation bond. Product Guides/Brochures/Snapshots and Training Materials Delegation Product Snapshot UI PR 0077
Selection Snapshot	This document highlights the product features and benefits of investing into the Selection bond.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Selection		This document highlights the product features and benefits of investing into the Selection bond. Product Guides/Brochures/Snapshots and Training Materials Selection Snapshot UI PR 0078
Generation Planning Bond – Application Guide	This guide has been designed to assist you with completing the application form.	Utmost PanEurope	Guides and Supporting Documents	Generation Planning Bond	FOS	This guide has been designed to assist you with completing the application form. Guides and Supporting Documents Generation Planning Bond – Application Guide UI PR 0067
Application Form to apply for a Generation Planning Bond	Application Form for applicants who wish to apply for a Generation Planning Bond with Utmost PanEurope dacja	Utmost PanEurope	Application Form	Generation Planning Bond	FOS	Application Form for applicants who wish to apply for a Generation Planning Bond with Utmost PanEurope dacja Application Form Application Form to apply for a Generation Planning Bond UI PR 0066
Generation Planning Bond Suitability Paragraphs	These Utmost PanEurope dac’s Generation Planning Bond suitability sample paragraphs and their content are for your information and consideration only.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	Generation Planning Bond	FOS	These Utmost PanEurope dac’s Generation Planning Bond suitability sample paragraphs and their content are for your information and consideration only. Tax and regulatory Literature/technical sales aids and literature Generation Planning Bond Suitability Paragraphs UI PR 0065
Generation Planning Bond – Product Guide	This guide aims to help clients understand the Generation Planning Bond product.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Generation Planning Bond	FOS	This guide aims to help clients understand the Generation Planning Bond product. Product Guides/Brochures/Snapshots and Training Materials Generation Planning Bond – Product Guide UI PR 0063
Generation Planning Bond – Discretionary Trust	This Trust Deed is designed for investments in the Generation Planning Bond.It may be used by a single Settlor or joint Settlors who would like their policy to be held within a Discretionary Trust.	Utmost PanEurope	Trust Literature	Generation Planning Bond	FOS	This Trust Deed is designed for investments in the Generation Planning Bond.It may be used by a single Settlor or joint Settlors who would like their policy to be held within a Discretionary Trust. Trust Literature Generation Planning Bond – Discretionary Trust UI PR 0061
Generation Planning Bond – Key Features Document	Generation Planning Bond – Key Features Document	Utmost PanEurope	Right to Change Your Mind Forms and guides/KFD	Generation Planning Bond	FOS	Generation Planning Bond – Key Features Document Right to Change Your Mind Forms and guides/KFD Generation Planning Bond – Key Features Document UI PR 0062
Legal Entity Identifier Notice – Utmost PanEurope dac	Legal Entity Identifier Notice – Utmost PanEurope dac.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific		Legal Entity Identifier Notice – Utmost PanEurope dac. Tax and regulatory Literature/technical sales aids and literature Legal Entity Identifier Notice – Utmost PanEurope dac UI PR 0031
Generation Planning Bond – Absolute Trust	This Trust Deed is designed for investments in the Generation Planning Bond.It may be used by a single Donor or joint Donors who would like their policy to be held within an Absolute Trust.	Utmost PanEurope	Trust Literature	Generation Planning Bond	FOS	This Trust Deed is designed for investments in the Generation Planning Bond.It may be used by a single Donor or joint Donors who would like their policy to be held within an Absolute Trust. Trust Literature Generation Planning Bond – Absolute Trust UI PR 0060
Execution Only Form for Additional Single Premium Applicants	You must read and sign this declaration should you wish to apply an additional premium investment to your existing bond without seeking financial advice.	Utmost PanEurope	Operational Forms	Delegation, Selection		You must read and sign this declaration should you wish to apply an additional premium investment to your existing bond without seeking financial advice. Operational Forms Execution Only Form for Additional Single Premium Applicants UI PR 00152
KID – Selection Life	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost PanEurope	Key Information Document	Selection	FOS	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document KID – Selection Life UI BR 0004
KID – Generation Planning Bond	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost PanEurope	Key Information Document	Generation Planning Bond	FOS	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document KID – Generation Planning Bond UI BR 0006
KID – Delegation Life	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost PanEurope	Key Information Document	Delegation	FOS	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document KID – Delegation Life UI BR 0002
KID – Selection Capital Redemption	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses .	Utmost PanEurope	Key Information Document	Selection	FOS	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses . Key Information Document KID – Selection Capital Redemption UI BR 0003
KID – Delegation Capital Redemption	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses .	Utmost PanEurope	Key Information Document	Delegation	FOS	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses . Key Information Document KID – Delegation Capital Redemption UI BR 0001
UIIOM Guided Architecture Funds Performance History	This document is designed for professional advisers and existing Guided Architecture clients only. The document details the price, charges and historical performance of the Guided Architecture range of funds currently available for investment by existing Guided Architecture clients. This item has been issued by Utmost International Isle of Man Limited.	Utmost International - IoM	Investment literature/Strategies	Estate Planning Bond, Evolution	FOS	This document is designed for professional advisers and existing Guided Architecture clients only. The document details the price, charges and historical performance of the Guided Architecture range of funds currently available for investment by existing Guided Architecture clients. This item has been issued by Utmost International Isle of Man Limited. Investment literature/Strategies UIIOM Guided Architecture Funds Performance History IOM PR 0128
Anti-money Laundering Guide (AML)	Utmost International Isle of Man Limited, Utmost PanEurope dac, Utmost International Trustee Solutions and Utmost Worldwide Limited Anti-Money Laundering Requirements Guide ‘AML’	Utmost Wealth Solutions Utmost Worldwide	Compliance and Risk Collateral (privacy notices/footers etc)	Non Product Specific	FOS	Utmost International Isle of Man Limited, Utmost PanEurope dac, Utmost International Trustee Solutions and Utmost Worldwide Limited Anti-Money Laundering Requirements Guide ‘AML’ Compliance and Risk Collateral (privacy notices/footers etc) Anti-money Laundering Guide (AML) IOM PR 0121
Utmost International Isle of Man Limited Guide for Estate Planning Bond Applicants	This guide has been designed to assist you with completing the application form for Utmost International Isle of Man Limited’s Estate Planning Bond.	Utmost International - IoM	Operational Forms	Estate Planning Bond	FOS	This guide has been designed to assist you with completing the application form for Utmost International Isle of Man Limited’s Estate Planning Bond. Operational Forms Utmost International Isle of Man Limited Guide for Estate Planning Bond Applicants IOM PR 0119
Utmost International Isle of Man Limited Unit-Linked With Profit Fund Bonus Rate Information	This document details the bonus rate information for investments through Evolution and the Estate Planning Bond in Sterling, US Dollar, Euro and bond series 1 and 2 in Sterling. This item has been issued byUtmost International Isle of Man Limited.	Utmost International - IoM	Investment literature/Strategies	Estate Planning Bond, Evolution	FOS	This document details the bonus rate information for investments through Evolution and the Estate Planning Bond in Sterling, US Dollar, Euro and bond series 1 and 2 in Sterling. This item has been issued byUtmost International Isle of Man Limited. Investment literature/Strategies Utmost International Isle of Man Limited Unit-Linked With Profit Fund Bonus Rate Information IOM PR 0107
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 former Quilter products.	Utmost International - IoM	Operational Forms	Non Product Specific	FOS	This form can be used to nominate or replace an External Manager or Custodian.This is not for use with former Quilter products. Operational Forms Multi-Product Nomination of External Manager or Custodian IOM PR 0110
Utmost Isle of Man Limited With Profits Fund series 3, 4 and 5 in Pound sterling, US dollar and Euro	The Utmost Unit-linked With Profits Fund is wholly invested into the Aviva With-Profits Sub-Fund. This update is designed to give you information about how your investment is performing.	Utmost International - IoM	Investment literature/Strategies	Non Product Specific	FOS	The Utmost Unit-linked With Profits Fund is wholly invested into the Aviva With-Profits Sub-Fund. This update is designed to give you information about how your investment is performing. Investment literature/Strategies Utmost Isle of Man Limited With Profits Fund series 3, 4 and 5 in Pound sterling, US dollar and Euro IOM PR 0104
Estate Planning Bond Summary for Financial Advisers	This guide summarises the Estate Planning Bond.	Utmost International - IoM	Product Guides/Brochures/Snapshots and Training Materials	Estate Planning Bond	FOS	This guide summarises the Estate Planning Bond. Product Guides/Brochures/Snapshots and Training Materials Estate Planning Bond Summary for Financial Advisers IOM PR 0094
Application Form for Individuals with Existing Pension Schemes to apply for Evolution	Application Form for Individuals with Existing Pension Schemes who wish to apply for Evolution with Utmost International Isle of Man, for use in the UK market.	Utmost International - IoM	Application Form	Evolution	FOS	Application Form for Individuals with Existing Pension Schemes who wish to apply for Evolution with Utmost International Isle of Man, for use in the UK market. Application Form Application Form for Individuals with Existing Pension Schemes to apply for Evolution IOM PR 0090
Pre-Application Underwriting Form for Estate Planning Bond	Pre-Application Underwriting Form to be completed before applying for an Estate Planning Bond with Utmost International Isle of Man.	Utmost International - IoM	Application Form	Estate Planning Bond		Pre-Application Underwriting Form to be completed before applying for an Estate Planning Bond with Utmost International Isle of Man. Application Form Pre-Application Underwriting Form for Estate Planning Bond IOM PR 0089
Application Form to apply for an Estate Planning Bond	Application Form for applicants who wish to apply for an Estate Planning Bond with Utmost International Isle of Man.	Utmost International - IoM	Application Form	Estate Planning Bond	FOS	Application Form for applicants who wish to apply for an Estate Planning Bond with Utmost International Isle of Man. Application Form Application Form to apply for an Estate Planning Bond IOM PR 0087
Evolution Application Form for Corporate Applicants	Application Form for Corporate Applicants who wish to apply for an Evolution Bond with Utmost International Isle of Man, for use in the UK market.	Utmost International - IoM	Application Form	Evolution	FOS	Application Form for Corporate Applicants who wish to apply for an Evolution Bond with Utmost International Isle of Man, for use in the UK market. Application Form Evolution Application Form for Corporate Applicants IOM PR 0085
Application Form for Individual Applicants to apply for an Evolution Bond	Application Form for Individual Applicants who wish to apply for an Evolution Bond with Utmost International Isle of Man Limited, for use in the UK market.	Utmost International - IoM	Application Form	Evolution	FOS	Application Form for Individual Applicants who wish to apply for an Evolution Bond with Utmost International Isle of Man Limited, for use in the UK market. Application Form Application Form for Individual Applicants to apply for an Evolution Bond IOM PR 0086
Application Form for Trustee and Corporate Trustee Applicants to apply for an Evolution Bond	Application Form for Trustee and Corporate Trustee Applicants who wish to apply for an Evolution Bond with Utmost International Isle of Man Limited, for use in the UK market.	Utmost International - IoM	Application Form	Evolution	FOS	Application Form for Trustee and Corporate Trustee Applicants who wish to apply for an Evolution Bond with Utmost International Isle of Man Limited, for use in the UK market. Application Form Application Form for Trustee and Corporate Trustee Applicants to apply for an Evolution Bond IOM PR 0084
Estate Planning Bond Product Guide	This guide aims to help clients understand the Estate Planning Bond.	Utmost International - IoM	Product Guides/Brochures/Snapshots and Training Materials	Estate Planning Bond	FOS	This guide aims to help clients understand the Estate Planning Bond. Product Guides/Brochures/Snapshots and Training Materials Estate Planning Bond Product Guide IOM PR 0075
Adviser Charges Pack – Agreement for Individuals, Trustees and Corporate Policyholders	This document explains charges for advice which are fees that are agreed between you (or where appropriate your trustees) and your Financial Adviser, Investment Adviser or External Manager and/or Custodian for the advice and related services you receive.	Utmost International - IoM	Operational Forms	Estate Planning Bond, Evolution	FOS	This document explains charges for advice which are fees that are agreed between you (or where appropriate your trustees) and your Financial Adviser, Investment Adviser or External Manager and/or Custodian for the advice and related services you receive. Operational Forms Adviser Charges Pack – Agreement for Individuals, Trustees and Corporate Policyholders IOM PR 0064
Key Features of the Estate Planning Bond	This document details the key features of the Estate Planning Bond.	Utmost International - IoM	Right to Change Your Mind Forms and guides/KFD	Estate Planning Bond	FOS	This document details the key features of the Estate Planning Bond. Right to Change Your Mind Forms and guides/KFD Key Features of the Estate Planning Bond IOM PR 0062
Key Features of Evolution	This document details the key features of Evolution	Utmost International - IoM	Right to Change Your Mind Forms and guides/KFD	Evolution	FOS	This document details the key features of Evolution Right to Change Your Mind Forms and guides/KFD Key Features of Evolution IOM PR 0060
Evolution Product Guide	This guide aims to help clients understand the Evolution product.	Utmost International - IoM	Product Guides/Brochures/Snapshots and Training Materials	Evolution	FOS	This guide aims to help clients understand the Evolution product. Product Guides/Brochures/Snapshots and Training Materials Evolution Product Guide IOM PR 0061
Terms of Business and Application Form for Intermediaries	These Terms of Business regulate the relationship between Utmost International Isle of Man Limited and the Intermediary.	Utmost International - IoM	Operational Forms	Non Product Specific	FOS	These Terms of Business regulate the relationship between Utmost International Isle of Man Limited and the Intermediary. Operational Forms Terms of Business and Application Form for Intermediaries IOM PR 0058
Estate Planning Bond Suitability Paragraphs	This document details the various bonds available within the Estate Planning bond and what each one is suitable for.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Estate Planning Bond	FOS	This document details the various bonds available within the Estate Planning bond and what each one is suitable for. Tax and regulatory Literature/technical sales aids and literature Estate Planning Bond Suitability Paragraphs IOM PR 0055
Evolution Suitability Paragraphs	This document details the various bonds available within our Evolution product and what each one is suitable for	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Evolution	FOS	This document details the various bonds available within our Evolution product and what each one is suitable for Tax and regulatory Literature/technical sales aids and literature Evolution Suitability Paragraphs IOM PR 0056
Estate Planning Bond – Absolute Trust	The Trust Deed is designed for investments in the Estate Planning Bond from Utmost International Isle of Man Limited. It may be used by a single Donor or joint Donors, who are either married or in a civil partnership and would like their policy to be held within an Absolute Trust	Utmost International - IoM	Trust Literature	Estate Planning Bond	FOS	The Trust Deed is designed for investments in the Estate Planning Bond from Utmost International Isle of Man Limited. It may be used by a single Donor or joint Donors, who are either married or in a civil partnership and would like their policy to be held within an Absolute Trust Trust Literature Estate Planning Bond – Absolute Trust IOM PR 0038
Estate Planning Bond – Discretionary Trust	This Trust Deed is designed for investments in the Estate Planning Bond from Utmost International Isle of Man Limited. It may be used by a single Settlor or joint Settlors who are either married or in a civil partnership and who would like their policy to be held within a Discretionary Trust.	Utmost International - IoM	Trust Literature	Estate Planning Bond	FOS	This Trust Deed is designed for investments in the Estate Planning Bond from Utmost International Isle of Man Limited. It may be used by a single Settlor or joint Settlors who are either married or in a civil partnership and who would like their policy to be held within a Discretionary Trust. Trust Literature Estate Planning Bond – Discretionary Trust IOM PR 0039
Guide for Evolution Individual Applicants	This is a guide for Evolution for Individual Applicants	Utmost International - IoM	Operational Forms	Evolution		This is a guide for Evolution for Individual Applicants Operational Forms Guide for Evolution Individual Applicants IOM PR 0037
Evolution – A Summary for Financial Advisers	This guide summarises the Evolution bond.	Utmost International - IoM	Product Guides/Brochures/Snapshots and Training Materials	Evolution	FOS	This guide summarises the Evolution bond. Product Guides/Brochures/Snapshots and Training Materials Evolution – A Summary for Financial Advisers IOM PR 0036
Declaration of Health Form	Please use this form in order to give us information about your health	Utmost International - IoM	Operational Forms	Estate Planning Bond, Family Legacy Bond, Generation Planning Bond		Please use this form in order to give us information about your health Operational Forms Declaration of Health Form IOM PR 0028
Deed appointing additional trustee(s)	This draft deed is provided for the consideration of the parties and their legal advisers only.This deed should be completed when the Settlor(s), in accordance with the terms of the of the trust, has the power to appoint trustees.	Utmost International - IoM	Trust Literature	Non Product Specific		This draft deed is provided for the consideration of the parties and their legal advisers only.This deed should be completed when the Settlor(s), in accordance with the terms of the of the trust, has the power to appoint trustees. Trust Literature Deed appointing additional trustee(s) IOM PR 0029
Utmost International Isle of Man Limited Complaints Procedure	This document details our complaints procedure.	Utmost International - IoM	Guides and Supporting Documents	Non Product Specific	FOS	This document details our complaints procedure. Guides and Supporting Documents Utmost International Isle of Man Limited Complaints Procedure IOM PR 0001
Technical Sales Briefing – Why Use a Capital Redemption Bond?	This document details the benefits of a Capital Redemption Bond.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Delegation, Estate Planning Bond, Evolution, Selection	FOS	This document details the benefits of a Capital Redemption Bond. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Why Use a Capital Redemption Bond? IOM PR 0002
Deed of Appointment of Additional Trustee (Trustees have Power of Appointment)	This draft deed is provided for the consideration of the parties and their legal advisers only. This deed should only be used where the Trustees have power of appointment. If the settlor has power of appointment, this deed will be invalid.	Utmost Wealth Solutions	Trust Literature	Non Product Specific	FOS	This draft deed is provided for the consideration of the parties and their legal advisers only. This deed should only be used where the Trustees have power of appointment. If the settlor has power of appointment, this deed will be invalid. Trust Literature Deed of Appointment of Additional Trustee (Trustees have Power of Appointment) AWI PR 0203
Loan Trust	Discretionary Trust Deed and Loan Agreement	Utmost Wealth Solutions	Trust Literature	Non Product Specific	FOS	Discretionary Trust Deed and Loan Agreement Trust Literature Loan Trust AWI PR 0196
Loan Trust Waiver	Loan Trust Waiver for Absolute and Discretionary Loan Trusts	Utmost Wealth Solutions	Trust Literature	Non Product Specific		Loan Trust Waiver for Absolute and Discretionary Loan Trusts Trust Literature Loan Trust Waiver AWI PR 0197
Discretionary Trust	The Trust Deed may be used by a single Settlor (or joint Settlors) who wishes to place a new or existing bond into a Discretionary Trust and where the investment is with Utmost International Isle of Man Limited or Utmost PanEurope dac.	Utmost Wealth Solutions	Trust Literature	Non Product Specific	FOS	The Trust Deed may be used by a single Settlor (or joint Settlors) who wishes to place a new or existing bond into a Discretionary Trust and where the investment is with Utmost International Isle of Man Limited or Utmost PanEurope dac. Trust Literature Discretionary Trust AWI PR 0194
UWS Probate absolute trust deed	This Trust Deed can be used when the Donor wants to take out a new policy or transfer an existing policy into Trust.	Utmost Wealth Solutions	Trust Literature	Non Product Specific	FOS	This Trust Deed can be used when the Donor wants to take out a new policy or transfer an existing policy into Trust. Trust Literature UWS Probate absolute trust deed AWI PR 0195
Absolute Trust – Donor cannot be a Beneficiary	The Trust Deed may be used by a single Donor or joint Donors, who wish to place a new or existing bond into an Absolute Trust and where the initial investment is with Utmost International Isle of Man Limited or Utmost PanEurope dac.	Utmost Wealth Solutions	Trust Literature	Non Product Specific	FOS	The Trust Deed may be used by a single Donor or joint Donors, who wish to place a new or existing bond into an Absolute Trust and where the initial investment is with Utmost International Isle of Man Limited or Utmost PanEurope dac. Trust Literature Absolute Trust – Donor cannot be a Beneficiary AWI PR 0193
International Portfolio Bonds at a glance – client infographic	The key Benefits of International Bonds.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Delegation, Estate Planning Bond, Evolution, Selection		The key Benefits of International Bonds. Tax and regulatory Literature/technical sales aids and literature International Portfolio Bonds at a glance – client infographic AWI PR 0153
UIIOM Investor Protection Brochure	This guide describes certain aspects of the legal and regulatory framework applicable to Utmost International Isle of Man Limited, created in order to safeguard policyholders through effective governance, risk management and oversight related to insurer financial strength and solvency.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This guide describes certain aspects of the legal and regulatory framework applicable to Utmost International Isle of Man Limited, created in order to safeguard policyholders through effective governance, risk management and oversight related to insurer financial strength and solvency. Tax and regulatory Literature/technical sales aids and literature UIIOM Investor Protection Brochure AWI PR 0032
UWS Loan Trust – A FAQ for Financial Advisers	This is a technical FAQ document about loan trusts for financial advisers.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This is a technical FAQ document about loan trusts for financial advisers. Tax and regulatory Literature/technical sales aids and literature UWS Loan Trust – A FAQ for Financial Advisers AWI PR 0030
Utmost Wealth Solutions Loan Trust Guide	This guide focuses on some of the common benefits and issues associated with the use of the Loan Trust together with an investment bond.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This guide focuses on some of the common benefits and issues associated with the use of the Loan Trust together with an investment bond. Tax and regulatory Literature/technical sales aids and literature Utmost Wealth Solutions Loan Trust Guide AWI PR 0031
Adviser Charge Summary	This is a guide to the terminology we use when it comes to adviser charging.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This is a guide to the terminology we use when it comes to adviser charging. Tax and regulatory Literature/technical sales aids and literature Adviser Charge Summary AWI PR 0029
Technical Sales Briefing – Cash Forecasting – Making Bond Cash Management Easier	This document explains the process for Utmost International Isle of Man Limited’s Evolution and Estate Planning Bond and Utmost PanEurope dac’s Selection, Delegation and Generation Planning Bond.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Delegation, Estate Planning Bond, Evolution, Generation Planning Bond, Non Product Specific, Selection	FOS	This document explains the process for Utmost International Isle of Man Limited’s Evolution and Estate Planning Bond and Utmost PanEurope dac’s Selection, Delegation and Generation Planning Bond. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Cash Forecasting – Making Bond Cash Management Easier AWI PR 0028
UIIOM Evolution at a Glance	This document gives a brief overview of the features of Evolution.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Evolution		This document gives a brief overview of the features of Evolution. Tax and regulatory Literature/technical sales aids and literature UIIOM Evolution at a Glance AWI PR 0020
Estate Planning Bond at a glance	This document gives a brief overview of the features of Estate Planning Bond.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Estate Planning Bond		This document gives a brief overview of the features of Estate Planning Bond. Tax and regulatory Literature/technical sales aids and literature Estate Planning Bond at a glance AWI PR 0021
Utmost Wealth Solutions Guide to Trusts	This guide focuses on some of the issues that may arise when using an Utmost Wealth Solutions trust together with an investment bond.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This guide focuses on some of the issues that may arise when using an Utmost Wealth Solutions trust together with an investment bond. Tax and regulatory Literature/technical sales aids and literature Utmost Wealth Solutions Guide to Trusts AWI PR 0019
Trust proposition tree	This document details our trust proposition tree.	Utmost Wealth Solutions	Trust Literature	Non Product Specific	FOS	This document details our trust proposition tree. Trust Literature Trust proposition tree AWI PR 0014
How can we help your client now, and in the future?	Infographic for Utmost International Isle of Man Limited and Utmost PanEurope dac UK products.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Delegation, Estate Planning Bond, Evolution, Generation Planning Bond, Selection	FOS	Infographic for Utmost International Isle of Man Limited and Utmost PanEurope dac UK products. Tax and regulatory Literature/technical sales aids and literature How can we help your client now, and in the future? AWI PR 0002
Online Dealing Access Authorisation Form for Investment Advisers	Online Dealing Access Authorisation Form for Investment Advisers for Utmost PanEurope dac.	Utmost PanEurope	Operational Forms	Non Product Specific	FOS	Online Dealing Access Authorisation Form for Investment Advisers for Utmost PanEurope dac. Operational Forms Online Dealing Access Authorisation Form for Investment Advisers ALE PR 0067
Utmost International Trustee Solutions – A Guide to our Services	This guide explains how Utmost International Trustee Solutions Limited could help clients and their beneficiaries.	Utmost International Trustee Solutions Limited	Trust Literature	Non Product Specific	FOS	This guide explains how Utmost International Trustee Solutions Limited could help clients and their beneficiaries. Trust Literature Utmost International Trustee Solutions – A Guide to our Services ATS PR 0001
Utmost PanEurope Online Dealing Access Authorisation Form	Online Dealing Access Authorisation Form for Policyholders for Utmost PanEurope dac.This is not suitable for Corporate or Trust cases.	Utmost PanEurope	Operational Forms	Non Product Specific	FOS	Online Dealing Access Authorisation Form for Policyholders for Utmost PanEurope dac.This is not suitable for Corporate or Trust cases. Operational Forms Utmost PanEurope Online Dealing Access Authorisation Form ALE PR 0066
Key features of Selection	This document details the key features of Selection	Utmost PanEurope	Right to Change Your Mind Forms and guides/KFD	Selection	FOS	This document details the key features of Selection Right to Change Your Mind Forms and guides/KFD Key features of Selection ALE PR 0053
Guide for Selection Individual Applicants	Guide for Selection Individual Applicants.	Utmost PanEurope	Operational Forms	Selection	FOS	Guide for Selection Individual Applicants. Operational Forms Guide for Selection Individual Applicants ALE PR 0043
Selection – A Summary for Financial Advisers	This guide summarises the Selection bond for Financial Advisers	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Selection	FOS	This guide summarises the Selection bond for Financial Advisers Product Guides/Brochures/Snapshots and Training Materials Selection – A Summary for Financial Advisers ALE PR 0044
Delegation at a Glance	This infographic highlights some of the key features of Utmost PanEurope dac’s Delegation bond.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	Delegation	FOS	This infographic highlights some of the key features of Utmost PanEurope dac’s Delegation bond. Tax and regulatory Literature/technical sales aids and literature Delegation at a Glance ALE PR 0040
Selection at a Glance	This is an infographic with information about the Selection bond.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	Selection	FOS	This is an infographic with information about the Selection bond. Tax and regulatory Literature/technical sales aids and literature Selection at a Glance ALE PR 0041
Key features of Delegation	This is a summary of the key features of the Delegation Bond	Utmost PanEurope	Right to Change Your Mind Forms and guides/KFD	Delegation	FOS	This is a summary of the key features of the Delegation Bond Right to Change Your Mind Forms and guides/KFD Key features of Delegation ALE PR 0032
Delegation Approved Discretionary Fund Managers List	This document lists the approved Discretionary Fund Managers (DFMs) for Utmost PanEurope’s Delegation product.	Utmost PanEurope	Investment literature/Strategies	Delegation	FOS	This document lists the approved Discretionary Fund Managers (DFMs) for Utmost PanEurope’s Delegation product. Investment literature/Strategies Delegation Approved Discretionary Fund Managers List ALE PR 0034
Delegation – Product Guide	A client-facing guide detailing the features and benefits of the Delegation product.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Delegation	FOS	A client-facing guide detailing the features and benefits of the Delegation product. Product Guides/Brochures/Snapshots and Training Materials Delegation – Product Guide ALE PR 0029
Delegation – A Summary for Financial Advisers	This is a summary of Delegation for Financial Advisers.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Delegation	FOS	This is a summary of Delegation for Financial Advisers. Product Guides/Brochures/Snapshots and Training Materials Delegation – A Summary for Financial Advisers ALE PR 0028
Investor Declaration Form for Delegation and Selection	Investor declaration form for Utmost PanEurope dac’s Delegation and Selection.	Utmost PanEurope	Operational Forms	Delegation, Selection	FOS	Investor declaration form for Utmost PanEurope dac’s Delegation and Selection. Operational Forms Investor Declaration Form for Delegation and Selection ALE PR 0024
Utmost PanEurope Terms of Business Statement and Application Form for Intermediaries	These Terms of Business regulate the relationship between Utmost PanEurope dac and the intermediary whose details are set out on the signatory page of these Terms of Business which are for the UK market.	Utmost PanEurope	Operational Forms	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
Adviser Charges Pack Agreement for Individuals, Trustees and Corporate Policyholders Form for Delegation and Selection	Adviser charges pack agreement form for individuals, trustees and corporate policyholders for Utmost PanEurope dac’s Delegation and Selection.	Utmost PanEurope	Operational Forms	Delegation, Selection	FOS	Adviser charges pack agreement form for individuals, trustees and corporate policyholders for Utmost PanEurope dac’s Delegation and Selection. Operational Forms Adviser Charges Pack Agreement for Individuals, Trustees and Corporate Policyholders Form for Delegation and Selection ALE PR 0023
Application Form for Individual Applicants resident in the UK for Delegation with Utmost PanEurope dac	Application Form for Individual Applicants resident in the UK for Delegation with Utmost PanEurope dac.	Utmost PanEurope	Application Form	Delegation	FOS	Application Form for Individual Applicants resident in the UK for Delegation with Utmost PanEurope dac. Application Form Application Form for Individual Applicants resident in the UK for Delegation with Utmost PanEurope dac ALE PR 0014
Nomination of External Manager and/or Custodian Form for Selection	Selection nomination of external manager and/or custodian form for use with Utmost PanEurope dac’s Selection bonds only.	Utmost PanEurope	Operational Forms	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
Application Form for Trustee and Corporate Trustee Applicants for Selection with Utmost PanEurope dac	Application Form for Trustee and Corporate Trustee Applicants who wish to apply for Selection with Utmost PanEurope dac.	Utmost PanEurope	Application Form	Selection	FOS	Application Form for Trustee and Corporate Trustee Applicants who wish to apply for Selection with Utmost PanEurope dac. Application Form Application Form for Trustee and Corporate Trustee Applicants for Selection with Utmost PanEurope dac ALE PR 0012
Application Form for Selection with Existing Pension Schemes with Utmost PanEurope dac	Application Form for use with Existing Pension Schemes for application for Selection with Utmost PanEurope dac.	Utmost PanEurope	Application Form	Selection	FOS	Application Form for use with Existing Pension Schemes for application for Selection with Utmost PanEurope dac. Application Form Application Form for Selection with Existing Pension Schemes with Utmost PanEurope dac ALE PR 0013
Application Form for Individual Applicants to apply for an Selection Bond	Application Form for Individual Applicants to apply for an Selection Bond. Issued by Utmost PanEurope dac for the UK market.	Utmost PanEurope	Application Form	Selection	FOS	Application Form for Individual Applicants to apply for an Selection Bond. Issued by Utmost PanEurope dac for the UK market. Application Form Application Form for Individual Applicants to apply for an Selection Bond ALE PR 0010
Application Form for Corporate Applicants for Selection with Utmost PanEurope dac	Application Form for Corporate Applicants who wish to apply for Selection with Utmost PanEurope dac.	Utmost PanEurope	Application Form	Selection	FOS	Application Form for Corporate Applicants who wish to apply for Selection with Utmost PanEurope dac. Application Form Application Form for Corporate Applicants for Selection with Utmost PanEurope dac ALE PR 0011
Delegation suitability paragraphs	These sample paragraphs and their content are for your information and consideration only.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	Delegation		These sample paragraphs and their content are for your information and consideration only. Tax and regulatory Literature/technical sales aids and literature Delegation suitability paragraphs ALE PR 0008
Application Form for Delegation for Trustee and Corporate Trustee Applicants resident in the United Kingdom	Application Form for Trustee and Corporate Trustee Policyholders, resident in the UK who wish to apply for Delegation with Utmost PanEurope dac.	Utmost PanEurope	Application Form	Delegation	FOS	Application Form for Trustee and Corporate Trustee Policyholders, resident in the UK who wish to apply for Delegation with Utmost PanEurope dac. Application Form Application Form for Delegation for Trustee and Corporate Trustee Applicants resident in the United Kingdom ALE PR 0006
Selection Product Guide	This guide aims to help clients understand the Selection product.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Selection	FOS	This guide aims to help clients understand the Selection product. Product Guides/Brochures/Snapshots and Training Materials Selection Product Guide ALE PR 0001

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