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Documents

Title	Description	Insurer	Asset Type	Language	Regime	Excerpt
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	English (EN)	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
New Business Application/Quotation System Broker Registration Request Form (International)	New Business Application/Quotation System Registration Request Form, for use by Intermediaries in the International market, to register for access to our Online Service Centre.	Utmost Worldwide	Application Form	English (EN)	FOS	New Business Application/Quotation System Registration Request Form, for use by Intermediaries in the International market, to register for access to our Online Service Centre. Application Form New Business Application/Quotation System Broker Registration Request Form (International) UWWS PR 00037
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	English (EN)	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	English (EN)	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
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	English (EN)	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 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	English (EN)	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 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	English (EN)	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	English (EN)	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	English (EN)	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
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	English (EN)	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
Digital Signature Application Form – Non UK	Digital signature application form – not for use in the UK	Utmost Wealth Solutions	Operational Forms	English (EN)	FOS	Digital signature application form – not for use in the UK Operational Forms Digital Signature Application Form – Non UK UWSQ PR \| 20815
The Super Six – Tax Benefits of a Portfolio Bond for UK Expatriates	This document provides a high-level summary of some of the key UK taxation benefits which an offshore bond can provide to a UK expatriate investor.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	This document provides a high-level summary of some of the key UK taxation benefits which an offshore bond can provide to a UK expatriate investor. Tax and regulatory Literature/technical sales aids and literature The Super Six – Tax Benefits of a Portfolio Bond for UK Expatriates UWSQ PR \| 18985
Portfolio Bond Transaction Account Overdraft Limit	The published overdraft limit of transaction accounts for applicable portfolio bonds.	Utmost Wealth Solutions	Operational Forms	English (EN)	FOS	The published overdraft limit of transaction accounts for applicable portfolio bonds. Operational Forms Portfolio Bond Transaction Account Overdraft Limit UWSQ PR \| 14355
Stay In Touch with your Investments with Wealth Interactive	A client brochure promoting the benefits of using Wealth Interactive online service.	Utmost Wealth Solutions	Guides and Supporting Documents	English (EN)	FOS	A client brochure promoting the benefits of using Wealth Interactive online service. Guides and Supporting Documents Stay In Touch with your Investments with Wealth Interactive UWSQ PR \| 09033
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	English (EN)	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	English (EN)	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	English (EN)	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
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	English (EN)	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	English (EN)	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 Bare Trust with Investment Direction	Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments.	Utmost International Trustee Solutions Limited	Trust Literature	English (EN)	FOS	Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments. Trust Literature Utmost International Trustee Solutions Limited Bare Trust with Investment Direction UTSQ PR \| 08144
Discounted Gift Trust Deed with Investment Direction (Manx Law – Bare version)	This deed can be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee. Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments.	Utmost International Trustee Solutions Limited	Trust Literature	English (EN)	FOS	This deed can be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee. Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments. Trust Literature Discounted Gift Trust Deed with Investment Direction (Manx Law – Bare version) UTSQ PR \| 07936
Utmost International Trustee Solutions Limited Discounted Gift Trust (DGT) Deed (with Investment Direction)	Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments.	Utmost International Trustee Solutions Limited	Trust Literature	English (EN)	FOS	Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments. Trust Literature Utmost International Trustee Solutions Limited Discounted Gift Trust (DGT) Deed (with Investment Direction) UTSQ PR \| 07155
Utmost International Trustee Solutions Limited Loan Trust Deed with Investment Direction (Manx Law)	This deed can be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee.	Utmost International Trustee Solutions Limited	Trust Literature	English (EN)	FOS	This deed can be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee. Trust Literature Utmost International Trustee Solutions Limited Loan Trust Deed with Investment Direction (Manx Law) UTSQ PR \| 07154
Utmost International Trustee Solutions Client Agreement Form	For use with trusts incorporating a settlor’s investment direction (including terms of business, current fee scales and client money information sheet).	Utmost International Trustee Solutions Limited	Operational Forms	English (EN)	FOS	For use with trusts incorporating a settlor’s investment direction (including terms of business, current fee scales and client money information sheet). Operational Forms Utmost International Trustee Solutions Client Agreement Form UTSQ PR \| 05921
Utmost International Trustee Solutions Limited Discretionary Trust with Investment Direction (Manx Law)	This deed can only be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee.	Utmost International Trustee Solutions Limited	Trust Literature	English (EN)	FOS	This deed can only be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee. Trust Literature Utmost International Trustee Solutions Limited Discretionary Trust with Investment Direction (Manx Law) UTSQ PR \| 05920
Application Form for Executive Bond Loan Trust with Utmost International Trustee Solutions Limited	Application Form for Investors wishing to invest in the Executive Bond or Executive Redemption Bond for consideration by Utmost International Trustee Solutions Limited as the Trustee for the Loan Trust you have created. Please note that you will also need to fill out the Tax Declaration and Self Certification document.	Utmost International Trustee Solutions Limited	Application Form	English (EN)	FOS	Application Form for Investors wishing to invest in the Executive Bond or Executive Redemption Bond for consideration by Utmost International Trustee Solutions Limited as the Trustee for the Loan Trust you have created. Please note that you will also need to fill out the Tax Declaration and Self Certification document. Application Form Application Form for Executive Bond Loan Trust with Utmost International Trustee Solutions Limited UTSQ PR \| 05284
Utmost International Trustee Solutions Limited Discretionary Trust with Investment Direction (Manx Law)	This deed can be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee. Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments.	Utmost International Trustee Solutions Limited	Trust Literature	English (EN)	FOS	This deed can be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee. Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments. Trust Literature Utmost International Trustee Solutions Limited Discretionary Trust with Investment Direction (Manx Law) UTSQ PR \| 05198
Lifestyle Trust Deed (Manx Law – Discretionary Version)	Complete this deed to set up a Lifestyle Trust (Manx Law version)	Utmost International - IoM	Trust Literature	English (EN)	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
The super six sales aid (Chinese)	This document provides a high-level summary of some of the key UK taxation benefits which anUtmost International – Isle of Man offshore bond can provide to a UK expatriate investor.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)	FOS	This document provides a high-level summary of some of the key UK taxation benefits which anUtmost International – Isle of Man offshore bond can provide to a UK expatriate investor. Tax and regulatory Literature/technical sales aids and literature The super six sales aid (Chinese) ULQ PR \| 21315
Solutions for Structured Wealth Planning Brochure	This document can be used for people looking to grow, preserve and transfer their wealth to the next generation.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	This document can be used for people looking to grow, preserve and transfer their wealth to the next generation. Tax and regulatory Literature/technical sales aids and literature Solutions for Structured Wealth Planning Brochure ULQ PR \| 19922
Wealth Solutions from Utmost International – HNW (English)	How our solutions can help with wealth planning.	Utmost International - IoM	Marketing Collateral	English (EN)	FOS	How our solutions can help with wealth planning. Marketing Collateral Wealth Solutions from Utmost International – HNW (English) ULQ PR \| 13732
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	English (EN)	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	English (EN)	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	English (EN)	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
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	English (EN)	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
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	English (EN)	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	English (EN)	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
Declaration of Loss or Non-receipt of Policy Form	This declaration form can be used if your Utmost International Isle of Manpolicy documents were lost, destroyed or never received.	Utmost International - IoM	Operational Forms	English (EN)	FOS	This declaration form can be used if your Utmost International Isle of Manpolicy documents were lost, destroyed or never received. Operational Forms Declaration of Loss or Non-receipt of Policy Form ULQ PR \| 01944
Retained Interest Trust Joint Settlor Declaration of Trust Form	This declaration form should be used only with legal advice advice to ensure any trust is suitable for you, especially having regard to the terms of your will.	Utmost International - IoM	Trust Literature	English (EN)	FOS	This declaration form should be used only with legal advice advice to ensure any trust is suitable for you, especially having regard to the terms of your will. Trust Literature Retained Interest Trust Joint Settlor Declaration of Trust Form ULQ PR \| 01041
Retained Interest Trust Single Settlor Declaration of Trust Form	This declaration form should be used only with legal advice advice to ensure any trust is suitable for you, especially having regard to the terms of your will.	Utmost International - IoM	Trust Literature	English (EN)	FOS	This declaration form should be used only with legal advice advice to ensure any trust is suitable for you, especially having regard to the terms of your will. Trust Literature Retained Interest Trust Single Settlor Declaration of Trust Form ULQ PR \| 01042
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	English (EN)	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
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	English (EN)	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
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	English (EN)	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
Utmost International – Privacy Notice	Details about how we use your information, your rights over how we use this information and how you can exercise your rights.	Utmost International - IoM	Compliance and Risk Collateral (privacy notices/footers etc)	English (EN)	FOS	Details about how we use your information, your rights over how we use this information and how you can exercise your rights. Compliance and Risk Collateral (privacy notices/footers etc) Utmost International – Privacy Notice UL BR 0004
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)	English (EN)	FOS	Utmost International Isle of Man Limited, Utmost PanEurope dac, Utmost International Trustee Solutions and Utmost Worldwide Limited Anti-Money Laundering Requirements Guide ‘AML’ Compliance and Risk Collateral (privacy notices/footers etc) Anti-money Laundering Guide (AML) IOM PR 0121

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