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Process: New Policy

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Documents

Title	Description	Insurer	Market	Product	Regime	Excerpt
Utmost Worldwide Source of Wealth Questionnaire	Source of Wealth Questionnaire for providing details of a client’s wealth (for high risk clients/clients subject to enhanced due diligence). This questionnaire seeks to obtain information and documentation to establish the source of wealth for Utmost Worldwide Limited clients.	Hong Kong (HK), Singapore (SG), Switzerland (CH)	Utmost Worldwide	Non Product Specific	FOS	Source of Wealth Questionnaire for providing details of a client’s wealth (for high risk clients/clients subject to enhanced due diligence). This questionnaire seeks to obtain information and documentation to establish the source of wealth for Utmost Worldwide Limited clients. Operational Forms Utmost Worldwide Source of Wealth Questionnaire UWWS PR 00123
Singapore Nomination of Beneficiary Form 4 – Revocable Nomination – UW Version	Singapore Nomination of Beneficiary Form 4 – Revocable Nomination. This form can only be used to make a revocable nomination in respect of one relevant Utmost Worldwide Limited policy.	Singapore (SG)	Utmost Worldwide	Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore	FOS	Singapore Nomination of Beneficiary Form 4 – Revocable Nomination. This form can only be used to make a revocable nomination in respect of one relevant Utmost Worldwide Limited policy. Operational Forms Singapore Nomination of Beneficiary Form 4 – Revocable Nomination – UW Version UWWS PR 00122
Current Financial Information Request Form	Current Financial Information Request Form for use with a Utmost Worldwide policy, to confirm your current taxation status, residence, and financial information.	Hong Kong (HK), Rest of the World, Singapore (SG), Switzerland (CH), United Kingdom (UK)	Utmost Worldwide	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
US Person Declaration Form (International)	This form should be used where you are a non-US resident US Person wishing to buy or increase the investment in your Plan (International)	Rest of the World	Utmost Worldwide	Choice and Vision - International, Focus - International, Professional Portfolio - International	FOS	This form should be used where you are a non-US resident US Person wishing to buy or increase the investment in your Plan (International) Operational Forms US Person Declaration Form (International) UWWS PR 00090
Focus Cooling off Notice (International)	Cooling Off Notice is to be completed should you wish to exercise your right to cancel your Utmost Worldwide Limited, Focus Plan within 30 days of the Plan commencement date.	Rest of the World	Utmost Worldwide	Focus - International	FOS	Cooling Off Notice is to be completed should you wish to exercise your right to cancel your Utmost Worldwide Limited, Focus Plan within 30 days of the Plan commencement date. Operational Forms Focus Cooling off Notice (International) UWWS PR 00079
Focus Cooling off Notice (Singapore)	This form should be used to exercise your right to cancel your Focus Plan within 30 days of the Plan commencement date. For the Singapore market only.	Singapore (SG)	Utmost Worldwide	Focus - Singapore	FOS	This form should be used to exercise your right to cancel your Focus Plan within 30 days of the Plan commencement date. For the Singapore market only. Operational Forms Focus Cooling off Notice (Singapore) UWWS PR 00076
Unit Linked Investment Services Authority Form (Hong Kong)	This form should be used were you want to appoint an Investment Adviser to your Utmost Worldwide Limited, Unit-Linked Plan. For use in the Hong Kong market only.	Hong Kong (HK)	Utmost Worldwide	Choice and Vision - International, Focus - International	FOS	This form should be used were you want to appoint an Investment Adviser to your Utmost Worldwide Limited, Unit-Linked Plan. For use in the Hong Kong market only. Operational Forms Unit Linked Investment Services Authority Form (Hong Kong) UWWS PR 00066
Professional Portfolio Premium Request Form (International)	This form should be used to instruct an additional premium payment to your Professional Portfolio Life Plan (International)	Rest of the World	Utmost Worldwide	Choice and Vision - International, Focus - International, Professional Portfolio - International	FOS	This form should be used to instruct an additional premium payment to your Professional Portfolio Life Plan (International) Operational Forms Professional Portfolio Premium Request Form (International) UWWS PR 00059
Nomination of Beneficiaries Form (International)	This form should be used to provide details of the nominated Beneficiaries of your Utmost Worldwide Limited Plan.	Rest of the World	Utmost Worldwide	Choice and Vision - International, Focus - International, Professional Portfolio - International	FOS	This form should be used to provide details of the nominated Beneficiaries of your Utmost Worldwide Limited Plan. Operational Forms Nomination of Beneficiaries Form (International) UWWS PR 00056
Verification of Corporate or Trustee Identity (International)	This form is to be used to verify the identity of a Company or a Trustee.	Rest of the World	Utmost Worldwide	Choice and Vision - International, Focus - International, Professional Portfolio - International	FOS	This form is to be used to verify the identity of a Company or a Trustee. Operational Forms Verification of Corporate or Trustee Identity (International) UWWS PR 00055
US Person Declaration Form (Singapore)	US Person Declaration Form to be used by non-US resident US person wishing to purchase or increase the investment within their Utmost Worldwide Limited Plan. For use in the Singapore market.	Singapore (SG)	Utmost Worldwide	Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore	FOS	US Person Declaration Form to be used by non-US resident US person wishing to purchase or increase the investment within their Utmost Worldwide Limited Plan. For use in the Singapore market. Operational Forms US Person Declaration Form (Singapore) UWWS PR 00026
Unit Linked Investment Services Authority Form (Singapore)	Unit Linked Investment Services Authority Form, for use in the Singapore market, to appoint an Investment Adviser to your Utmost Worldwide Limited, Unit-Linked Plan.	Singapore (SG)	Utmost Worldwide	Choice and Vision - Singapore, Focus - Singapore	FOS	Unit Linked Investment Services Authority Form, for use in the Singapore market, to appoint an Investment Adviser to your Utmost Worldwide Limited, Unit-Linked Plan. Operational Forms Unit Linked Investment Services Authority Form (Singapore) UWWS PR 00025
Specimen Signature Form (Singapore)	Specimen Signature Form, for use in the Singapore market, where your signature differs from your current signature to our records or where proof of identity documents do not enclose your signature, for your Utmost Worldwide Limited Plan.	Singapore (SG)	Utmost Worldwide	Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore	FOS	Specimen Signature Form, for use in the Singapore market, where your signature differs from your current signature to our records or where proof of identity documents do not enclose your signature, for your Utmost Worldwide Limited Plan. Operational Forms Specimen Signature Form (Singapore) UWWS PR 00024
Registration Request Form for the Online Service Centre (Singapore)	Registration Request Form to gain access to Utmost Worldwide Limited’s Online Service Centre, for individual applicants in the Singapore market	Singapore (SG)	Utmost Worldwide	Choice and Vision - Singapore, Focus - Singapore, Non Product Specific, Professional Portfolio - Singapore	FOS	Registration Request Form to gain access to Utmost Worldwide Limited’s Online Service Centre, for individual applicants in the Singapore market Operational Forms Registration Request Form for the Online Service Centre (Singapore) UWWS PR 00019
Income Payment Request Form (Singapore)	Income Payment Request Form, to be used to instruct regular withdrawals from your Utmost Worldwide Limited Plan. For use in the Singapore market.	Singapore (SG)	Utmost Worldwide	Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore	FOS	Income Payment Request Form, to be used to instruct regular withdrawals from your Utmost Worldwide Limited Plan. For use in the Singapore market. Operational Forms Income Payment Request Form (Singapore) UWWS PR 00011
Application for GIRO (Singapore)	Application for GIRO, for use with an Utmost Worldwide Limited Plan, to instruct regular payments from your bank to pay premiums by GIRO. For use in the Singapore market.	Singapore (SG)	Utmost Worldwide	Focus - Singapore	FOS	Application for GIRO, for use with an Utmost Worldwide Limited Plan, to instruct regular payments from your bank to pay premiums by GIRO. For use in the Singapore market. Operational Forms Application for GIRO (Singapore) UWWS PR 00010
Beneficial Owner Identification Form (Singapore)	This form should be used were you want to provide details of the Beneficial Owner Identification on your Utmost Worldwide Limited plan. For use in the Singapore market.	Singapore (SG)	Utmost Worldwide	Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore	FOS	This form should be used were you want to provide details of the Beneficial Owner Identification on your Utmost Worldwide Limited plan. For use in the Singapore market. Operational Forms Beneficial Owner Identification Form (Singapore) UWWS PR 00006
Transferring Assets to Your Bond/Account	Please use this form when transferring assets to your Plan/Bond/Policy. For use withformer Quilter International Products, not for use in Hong Kong.	Europe Expat, Rest of the World, Singapore (SG), Spain (ES), Sweden (SE), United Kingdom (UK)	Utmost Wealth Solutions	European Executive Investment Bond – PRIIPs, Executive Investment Account, Executive Investment Bond, Executive Life Portfolio, Executive Redemption Bond, Executive Redemption Bond – QIME, International Portfolio Bond (Closed), Non Product Specific, Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus), Swedish Executive Portfolio – PRIIPs, Tailored Life Plan (TLP)	FOS	Please use this form when transferring assets to your Plan/Bond/Policy. For use withformer Quilter International Products, not for use in Hong Kong. Operational Forms Transferring Assets to Your Bond/Account UWSQ PR 25131
Request Remuneration to Your Financial Adviser	Please use this form to pay an ongoing service fee or ongoing service charge to your financial adviser. For use withformer Quilter International Products only.	Rest of the World, Singapore (SG), United Kingdom (UK)	Utmost Wealth Solutions	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.	United Kingdom (UK)	Utmost Wealth Solutions	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
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.	United Kingdom (UK)	Utmost Wealth Solutions	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
Portfolio Bond Minimum Residual Value	Published minimum residual values as at February 2021	Europe Expat, Hong Kong (HK), Middle East, Singapore (SG), Sweden (SE), United Kingdom (UK)	Utmost Wealth Solutions	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.	United Kingdom (UK)	Utmost Wealth Solutions	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	Not country specific	Utmost Wealth Solutions	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
Digital Signature Application Form – Non UK	Digital signature application form – not for use in the UK	Europe Expat, Middle East, Rest of the World, Singapore (SG)	Utmost Wealth Solutions	Non Product Specific	FOS	Digital signature application form – not for use in the UK Operational Forms Digital Signature Application Form – Non UK UWSQ PR \| 20815
Portfolio Bond Transaction Account Overdraft Limit	The published overdraft limit of transaction accounts for applicable portfolio bonds.	Europe Expat, Hong Kong (HK), Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK)	Utmost Wealth Solutions	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
Failed Regular Withdrawal Form	This form is to be completed where a regular withdrawal has not been paid due to insufficient value in the nominated asset.	Singapore (SG)	Utmost Wealth Solutions	Non Product Specific		This form is to be completed where a regular withdrawal has not been paid due to insufficient value in the nominated asset. Operational Forms Failed Regular Withdrawal Form UWSQ PR \| 12576
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.	Finland (FI), France (FR), Hong Kong (HK), Italy (IT), Mexico (MX), Middle East, Portugal (PT), Singapore (SG), Spain (ES), Sweden (SE), Switzerland (CH), United Kingdom (UK)	Utmost Wealth Solutions	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.	ASIA, Europe Expat, Finland (FI), France (FR), Germany (DE), Hong Kong (HK), Italy (IT), Mexico (MX), Middle East, Peru (PE), Portugal (PT), Singapore (SG), Spain (ES), Sweden (SE), Switzerland (CH), United Kingdom (UK)	Utmost Wealth Solutions	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	Europe Expat, Middle East, Singapore (SG), United Kingdom (UK)	Utmost Wealth Solutions	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.	United Kingdom (UK)	Utmost Wealth Solutions	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.	United Kingdom (UK)	Utmost Wealth Solutions	Non Product Specific		This form is to be used when Wealth Interactive status is awaiting payment. Operational Forms Cheque Processing Form UWSQ PR \| 09466
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.	Europe Expat, Middle East, United Kingdom (UK)	Utmost Wealth Solutions	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
Intermediary Registration Application QINTL IOM and QII	Intermediary Registration Application IOM and QII – for non UK intermediaries only	United Kingdom (UK)	Utmost Wealth Solutions	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
Execution Only Form for Additional Single Premium Applicants	Execution Only Form for Additional Single Premium Applicants	United Kingdom (UK)	Utmost International - IoM	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
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).	Hong Kong (HK), Middle East, Rest of the World, Singapore (SG)	Utmost International Trustee Solutions Limited	Non Product Specific	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 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.	United Kingdom (UK)	Utmost International - IoM	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	United Kingdom (UK)	Utmost International Trustee Solutions Limited	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
Data Capture Form	This form is for individual and joint investors and is used to gather the necessary information to input new business online for the European Executive Investment Bond and the European Collective Investment Bond on Wealth Interactive.	Europe Expat	Utmost PanEurope	European Executive Investment Bond – PRIIPs	FOS	This form is for individual and joint investors and is used to gather the necessary information to input new business online for the European Executive Investment Bond and the European Collective Investment Bond on Wealth Interactive. Operational Forms Data Capture Form UPEQ PR \| 20132
Data Capture Online Form for Spanish Collective Investment Bond with Utmost PanEurope dac	Data Capture Online Form for Individual, Joint and Corporate Investors and is used to gather the necessary information to input new business online for the Spanish Collective Investment Bond on Wealth Interactive. Please note this is not an application form.	Spain (ES)	Utmost PanEurope	Spanish Collective Investment Bond	FOS	Data Capture Online Form for Individual, Joint and Corporate Investors and is used to gather the necessary information to input new business online for the Spanish Collective Investment Bond on Wealth Interactive. Please note this is not an application form. Operational Forms Data Capture Online Form for Spanish Collective Investment Bond with Utmost PanEurope dac UPEQ PR \| 19543
Överföra tillgångar till din Swedish Executive Portfolio (Transferring Assets to your Swedish Executive Portfolio)	Använd det här formuläret vid överföring av externa tillgångar till en Swedish Executive Portfolio. Se till att skaffa och läsa den tillämpliga kundbroschyren och försäkringsvillkoren för din Swedish Executive Portfolio innan det här formuläret fylls i. This form should be used when transferring external assets to a Swedish Executive Portfolio.	Sweden (SE)	Utmost PanEurope	Swedish Executive Portfolio – PRIIPs		Använd det här formuläret vid överföring av externa tillgångar till en Swedish Executive Portfolio. Se till att skaffa och läsa den tillämpliga kundbroschyren och försäkringsvillkoren för din Swedish Executive Portfolio innan det här formuläret fylls i. This form should be used when transferring external assets to a Swedish Executive Portfolio. Operational Forms Överföra tillgångar till din Swedish Executive Portfolio (Transferring Assets to your Swedish Executive Portfolio) UPEQ PR \| 12390
Formulär för förordnande av förmånstagare för Swedish Executive Portfolio med en försäkringstagare (Nomination Form – to Nominate Beneficiaries Under the Swedish Executive Portfolio, with one Policyholder)	Fyll i det här formuläret om försäkringstagaren vill förordna att äganderätten till Swedish Executive Portfolio vid försäkringstagarens död ska övergå till de förmånstagare. (This form is to be used when the Policyholder wishes to nominate that the ownership of the Swedish Executive Portfolio is transferred upon death of the Policyholders to the beneficiaries nominated in this form. This form is to be used when there is only one policyholder.)	Sweden (SE)	Utmost PanEurope	Swedish Executive Portfolio – PRIIPs		Fyll i det här formuläret om försäkringstagaren vill förordna att äganderätten till Swedish Executive Portfolio vid försäkringstagarens död ska övergå till de förmånstagare. (This form is to be used when the Policyholder wishes to nominate that the ownership of the Swedish Executive Portfolio is transferred upon death of the Policyholders to the beneficiaries nominated in this form. This form is to be used when there is only one policyholder.) Operational Forms Formulär för förordnande av förmånstagare för Swedish Executive Portfolio med en försäkringstagare (Nomination Form – to Nominate Beneficiaries Under the Swedish Executive Portfolio, with one Policyholder) UPEQ PR \| 12208
Formulär för förordnande av förmånstagare för Swedish Executive Portfolio med flera försäkringstagare (Nomination Form – to Nominate Beneficiaries Under the Swedish Executive Portfolio with multiple Policyholders)	Fyll i det här formuläret om försäkringstagarna vill förordna att äganderätten till Swedish Executive Portfolio vid en eller flera försäkringstagares död ska övergå till de kvarvarande försäkringstagarna, och vid den sista försäkringstagarens död till de förmånstagare. (This form is to be used when the Policyholder wishes to nominate that the ownership of the Swedish Executive Portfolio is transferred upon death of the Policyholders to the surviving policyholders and upon death of the last policyholder to the beneficiaries nominated in this form. This form is to be used when there are multiple policyholders.)	Sweden (SE)	Utmost PanEurope	Swedish Executive Portfolio – PRIIPs	FOS	Fyll i det här formuläret om försäkringstagarna vill förordna att äganderätten till Swedish Executive Portfolio vid en eller flera försäkringstagares död ska övergå till de kvarvarande försäkringstagarna, och vid den sista försäkringstagarens död till de förmånstagare. (This form is to be used when the Policyholder wishes to nominate that the ownership of the Swedish Executive Portfolio is transferred upon death of the Policyholders to the surviving policyholders and upon death of the last policyholder to the beneficiaries nominated in this form. This form is to be used when there are multiple policyholders.) Operational Forms Formulär för förordnande av förmånstagare för Swedish Executive Portfolio med flera försäkringstagare (Nomination Form – to Nominate Beneficiaries Under the Swedish Executive Portfolio with multiple Policyholders) UPEQ PR \| 12207
Utse en investeringsrådgivare till din Swedish Executive Portfolio (Appointing a Fund Adviser)	Denna blankett ska inte användas om ytterligare livförsäkringsskydd ingår (eller ska ingå) eller om försäkringstagaren har eller i framtiden kan komma att ha sin hemvist i storbritannien. Blanketten kan inte användas för att ta bort en livförsäkrad, utan endast för att lägga till livförsäkrade. Please use this form to appoint a fund adviser to a Swedish Executive Portfolio. The form must be completed by the policyholder and the fund adviser.	Sweden (SE)	Utmost PanEurope	Swedish Executive Portfolio – PRIIPs	FOS	Denna blankett ska inte användas om ytterligare livförsäkringsskydd ingår (eller ska ingå) eller om försäkringstagaren har eller i framtiden kan komma att ha sin hemvist i storbritannien. Blanketten kan inte användas för att ta bort en livförsäkrad, utan endast för att lägga till livförsäkrade. Please use this form to appoint a fund adviser to a Swedish Executive Portfolio. The form must be completed by the policyholder and the fund adviser. Operational Forms Utse en investeringsrådgivare till din Swedish Executive Portfolio (Appointing a Fund Adviser) UPEQ PR \| 11705
Application Form for European Executive Investment Bond (QROPS/QNUPS/SIPP) with Utmost PanEurope dac	Application Form for Trustee Investors wishing to invest in a EEIB or ECIB via a QROPS, QNUPS or SIPP. Please note that you will also need to fill out the Tax Declaration and Self Certification document.	Malta (MT)	Utmost PanEurope	European Executive Investment Bond – PRIIPs	FOS	Application Form for Trustee Investors wishing to invest in a EEIB or ECIB via a QROPS, QNUPS or SIPP. Please note that you will also need to fill out the Tax Declaration and Self Certification document. Operational Forms Application Form for European Executive Investment Bond (QROPS/QNUPS/SIPP) with Utmost PanEurope dac UPEQ PR \| 09310
Assignment of Policies Form for Apex France with Utmost PanEurope dac	This form can be used to reassign your Apex France policy to someone else.	France (FR)	Utmost PanEurope	Apex (France)	FOS	This form can be used to reassign your Apex France policy to someone else. Operational Forms Assignment of Policies Form for Apex France with Utmost PanEurope dac UPE_WS PR 00122
Proof of Life Form for Apex France and PWP with Utmost PanEurope dac	This form can be used to confirm that the Life Assured is alive at the date of signing.	France (FR)	Utmost PanEurope	Apex (France)	FOS	This form can be used to confirm that the Life Assured is alive at the date of signing. Operational Forms Proof of Life Form for Apex France and PWP with Utmost PanEurope dac UPE_WS PR 00121
Apex Portugal – Right to change your mind	Guide detailing why you might change your mind about your Utmost PanEurope dac policy within your 30 day grace period and how to cancel it	Portugal (PT)	Utmost PanEurope	Apex (Portugal)	FOS	Guide detailing why you might change your mind about your Utmost PanEurope dac policy within your 30 day grace period and how to cancel it Operational Forms Apex Portugal – Right to change your mind UPE_WS PR 00043
APEX Portugal Guide for Additional Single Premium	Guide to help you complete the additional single premium form for APEX Portugal.	Portugal (PT)	Utmost PanEurope	Apex (Portugal)	FOS	Guide to help you complete the additional single premium form for APEX Portugal. Operational Forms APEX Portugal Guide for Additional Single Premium UPE_WS PR 00038
Apex Portugal – Guide for individual applicants	Guide to help you complete the Apex Portugal application form.	Portugal (PT)	Utmost PanEurope	Apex (Portugal)	FOS	Guide to help you complete the Apex Portugal application form. Operational Forms Apex Portugal – Guide for individual applicants UPE_WS PR 00016
Structured Products Client Disclaimer Form	This notice must be read and signed by the planholder. The notice states that Utmost PanEurope accepts no liability for any loss, damage and/or expense (including, but not limited to, legal fees) in connection with an investment in a structured product.	Finland (FI)	Utmost PanEurope	Professional Portfolio, UPE Unit-linked Products (Closed), Wealth Portfolio Finland	FOS	This notice must be read and signed by the planholder. The notice states that Utmost PanEurope accepts no liability for any loss, damage and/or expense (including, but not limited to, legal fees) in connection with an investment in a structured product. Operational Forms Structured Products Client Disclaimer Form UPE_WS \| 4601
Fund Client Disclaimer Form	This notice must be read and signed by the planholder. The notice states that Utmost PanEurope accepts no liability for losses, damages and/or expenses (including, but not limited to, legal fees) in connection with the investment in the funds.	Finland (FI)	Utmost PanEurope	Professional Portfolio, UPE Unit-linked Products (Closed), Wealth Portfolio Finland	FOS	This notice must be read and signed by the planholder. The notice states that Utmost PanEurope accepts no liability for losses, damages and/or expenses (including, but not limited to, legal fees) in connection with the investment in the funds. Operational Forms Fund Client Disclaimer Form UPE_WS \| 4602
Execution Only Client Disclaimer form	Execution Only Client Disclaimer for UK market	United Kingdom (UK)	Utmost PanEurope	Private Wealth Portfolio - UK	FOS	Execution Only Client Disclaimer for UK market Operational Forms Execution Only Client Disclaimer form UPE_WS \| 04698
Loan Agreement form	Loan Agreement form for PWP UK	United Kingdom (UK)	Utmost PanEurope	Private Wealth Portfolio - UK	FOS	Loan Agreement form for PWP UK Operational Forms Loan Agreement form UPE_WS \| 04496
Arvopaperisiirto	Tätä lomaketta käytetään arvopaperisiirtojen yhteydessä tarvittaessa.	Finland (FI)	Utmost PanEurope	Professional Portfolio, Wealth Portfolio Finland	FOS	Tätä lomaketta käytetään arvopaperisiirtojen yhteydessä tarvittaessa. Operational Forms Arvopaperisiirto UPE_WS \| 04434
Ilmoitus Verosääntöjen Noudattamisesta Yksityisasiakkaille (Tax Declaration and Self-Certification for Individuals) – Bilingual FI/EN	The Tax Declaration and Self-Certification form should be completed in order to accurately report your policy under the relevant Tax Information Exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for Individual investors only.	Finland (FI)	Utmost PanEurope	Advantage Corporate (Closed), Professional Portfolio, Vision (Closed), Wealth Portfolio Finland	FOS	The Tax Declaration and Self-Certification form should be completed in order to accurately report your policy under the relevant Tax Information Exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for Individual investors only. Operational Forms Ilmoitus Verosääntöjen Noudattamisesta Yksityisasiakkaille (Tax Declaration and Self-Certification for Individuals) – Bilingual FI/EN UPE_WS \| 04409
Kaupankäyntiohjeet	Lomake kaupankäyntiohjeiden antamiseen Wealth Portfolio Finland ja Professional Portfolio vakuutuksille.	Finland (FI)	Utmost PanEurope	Professional Portfolio, Wealth Portfolio Finland	FOS	Lomake kaupankäyntiohjeiden antamiseen Wealth Portfolio Finland ja Professional Portfolio vakuutuksille. Operational Forms Kaupankäyntiohjeet UPE_WS \| 04288
Target ja Future Peruuttamisilmoitus	Peruuttamisilmoituksella vakuutuksenottajat voivat peruuttaa Target ja Future vakuutuksensa 30 päivän sisällä siitä, kun he ovat vastaanottaneet vakuutuskirjan.	Finland (FI)	Utmost PanEurope	Advantage Corporate (Closed), Future, Target, Vision (Closed), Vision Alexandria (Closed), Vision Alexandria Over 60s (Closed)	FOS	Peruuttamisilmoituksella vakuutuksenottajat voivat peruuttaa Target ja Future vakuutuksensa 30 päivän sisällä siitä, kun he ovat vastaanottaneet vakuutuskirjan. Operational Forms Target ja Future Peruuttamisilmoitus UPE_WS \| 04252
Portfolio Manager Undertaking form	Portfolio Manager Undertaking form for UK market	United Kingdom (UK)	Utmost PanEurope	Private Wealth Portfolio - UK		Portfolio Manager Undertaking form for UK market Operational Forms Portfolio Manager Undertaking form UPE_WS \| 04007
Vakuutus Kiinteistörahastojen Kaupankäyntitiheys (Declaration for Real Estate / Real Asset Funds Dealing Frequency)	Vakuutus Kiinteistörahastojen Kaupankäyntitiheys (Declaration for Real Estate / Real Asset Funds Dealing Frequency)	Finland (FI)	Utmost PanEurope	Wealth Portfolio Finland		Vakuutus Kiinteistörahastojen Kaupankäyntitiheys (Declaration for Real Estate / Real Asset Funds Dealing Frequency) Operational Forms Vakuutus Kiinteistörahastojen Kaupankäyntitiheys (Declaration for Real Estate / Real Asset Funds Dealing Frequency) UPE PR 12894
Ilmoitus Verosääntöjen Noudattamisesta Oikeushenkilöille (Tax Declaration and Self-Certification for Entity Investors) Bilingual FI/EN	The Tax Declaration and Self-Certification form should be completed in order to accurately report your policy under the relevant Tax Information Exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for Entity investors such as, companies, corporate trusts or foundations.	Finland (FI)	Utmost PanEurope	Non Product Specific	FOS	The Tax Declaration and Self-Certification form should be completed in order to accurately report your policy under the relevant Tax Information Exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for Entity investors such as, companies, corporate trusts or foundations. Operational Forms Ilmoitus Verosääntöjen Noudattamisesta Oikeushenkilöille (Tax Declaration and Self-Certification for Entity Investors) Bilingual FI/EN UPE PR 12865
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.	Chile (CL), Mexico (MX), United Kingdom (UK)	Utmost PanEurope	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.	Chile (CL), Europe Expat, Italy (IT), Mexico (MX), Portugal (PT), Spain (ES), United Kingdom (UK)	Utmost PanEurope	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
Wealth Portfolio Finland Varainhoitajan tai valtuutetun säilytyspankin nimittäminen	Lomake täyden valtakirjan varainhoitajan tai valtuutetun säilytyspankin nimittämiseen Wealth Portfolio Finland vakuutukseen.	Finland (FI)	Utmost PanEurope	Wealth Portfolio Finland		Lomake täyden valtakirjan varainhoitajan tai valtuutetun säilytyspankin nimittämiseen Wealth Portfolio Finland vakuutukseen. Operational Forms Wealth Portfolio Finland Varainhoitajan tai valtuutetun säilytyspankin nimittäminen UPE PR 12507
PWP Portugal Sales Consultant Declaration	Operational Forms PWP Portugal Sales Consultant Declaration UPE PR 12449	Portugal (PT)	Utmost PanEurope	Private Wealth Portfolio - Portugal		Operational Forms PWP Portugal Sales Consultant Declaration UPE PR 12449
APEX France – Portfolio Undertaking Form	This form must be completed where an Additional Single Premium is to be paid via the transfer of assets (Premium in kind) from an existing Discretionary Fund Manager (DFM) account.	France (FR)	Utmost PanEurope	Apex (France)	FOS	This form must be completed where an Additional Single Premium is to be paid via the transfer of assets (Premium in kind) from an existing Discretionary Fund Manager (DFM) account. Operational Forms APEX France – Portfolio Undertaking Form UPE PR 00145
Guide to Completing the Delegation Additional Single Premium Application for Trustee and Corporate Trustees	This guide has been designed to assist you with completing the additional single premium application form.	United Kingdom (UK)	Utmost PanEurope	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
Delegation Guide to Trustee Application Form	Delegation Guide to Trustee Application Form	United Kingdom (UK)	Utmost PanEurope	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)	United Kingdom (UK)	Utmost PanEurope	Private Wealth Portfolio - UK	FOS	Applicant Health Declaration (English) (PWP UK) Operational Forms Applicant Health Declaration (English) (PWP UK) UPE PR 00127
Automatiskt Utbyte av Information Självcertifieringsformulär för Person med bestämmande inflytande / Automatic Exchange of Information Self-Certification for Controlling Persons	Please 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 controlling persons.	Sweden (SE)	Utmost Luxembourg S.A	Private Client Portfolio	FOS	Please 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 controlling persons. Operational Forms Automatiskt Utbyte av Information Självcertifieringsformulär för Person med bestämmande inflytande / Automatic Exchange of Information Self-Certification for Controlling Persons ULU CONT4266
Automatiskt Utbyte av Information Självcertifieringsformulär för Enheter / Automatic Exchange of Information Self-Certification for Entities	Please 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 corporate applications.	Sweden (SE)	Utmost Luxembourg S.A	Private Client Portfolio	FOS	Please 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 corporate applications. Operational Forms Automatiskt Utbyte av Information Självcertifieringsformulär för Enheter / Automatic Exchange of Information Self-Certification for Entities ULU CONT4254
Bare Trust – Private Client Portfolio	Bare Trust form for the Private Client Portfolio product – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	Private Client Portfolio	FOS	Bare Trust form for the Private Client Portfolio product – United Kingdom Operational Forms Bare Trust – Private Client Portfolio ULU CONT4039
Uusi Erityisvakuutusrahasto / New Specialised Assurance Fund	Annex to add additional Specialised Assurance Funds to the contract/policy	Finland (FI)	Utmost Luxembourg S.A	Private Client Portfolio	FOS	Annex to add additional Specialised Assurance Funds to the contract/policy Operational Forms Uusi Erityisvakuutusrahasto / New Specialised Assurance Fund ULU CONT3476
Change Request to Fund Selection	Use this form to request a change to the Fund Selection – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	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
Wealth Preservation Trust – Trust Deed	Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	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	United Kingdom (UK)	Utmost Luxembourg S.A	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 – Tax Notes	Tax notes linked to the Wealth Preservation Trust product – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	Wealth Preservation Trust	FOS	Tax notes linked to the Wealth Preservation Trust product – United Kingdom Operational Forms Wealth Preservation Trust – Tax Notes ULU CONT1492
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.	United Kingdom (UK)	Utmost International - IoM	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
Policy Replacement Questionnaire and IFS-PR (English)	This Policy Replacement Questionnaire should be completed for all new applications. You only need to complete the IFS-PR if you have answered ‘yes’ or ‘Not yet decided’ in the Policy Replacement Questionnaire.	Hong Kong (HK)	Utmost International - IoM	Non Product Specific	FOS	This Policy Replacement Questionnaire should be completed for all new applications. You only need to complete the IFS-PR if you have answered ‘yes’ or ‘Not yet decided’ in the Policy Replacement Questionnaire. Operational Forms Policy Replacement Questionnaire and IFS-PR (English) ULQ PR \| 21288
Tax Declaration and Self-Certification for Trustee and Corporate Investors – Hong Kong (FATCA/CRS)	This form is to be used by Trustee and Corporate Trustee Investors, in the Hong Kong market only, to confirm their country of Tax Residence and related Tax Identification Numbers. Bilingual – Chinese/English	Hong Kong (HK)	Utmost International - IoM	Non Product Specific	FOS	This form is to be used by Trustee and Corporate Trustee Investors, in the Hong Kong market only, to confirm their country of Tax Residence and related Tax Identification Numbers. Bilingual – Chinese/English Operational Forms Tax Declaration and Self-Certification for Trustee and Corporate Investors – Hong Kong (FATCA/CRS) ULQ PR \| 13276
Tax Declaration and Self Certification for Individual Investors – Hong Kong (FATCA/CRS)	This form is to be used by Individual Investors, in the Hong Kong market only, to confirm their country of Tax Residence and related Tax Identification Numbers. Bilingual – Chinese/English	Hong Kong (HK)	Utmost International - IoM	Non Product Specific	FOS	This form is to be used by Individual Investors, in the Hong Kong market only, to confirm their country of Tax Residence and related Tax Identification Numbers. Bilingual – Chinese/English Operational Forms Tax Declaration and Self Certification for Individual Investors – Hong Kong (FATCA/CRS) ULQ PR \| 13273
Skatteuppgifter och försäkran För enheter (Tax Info and Self-Certification for Entity Investors) (FATCA/CRS)	Vänligen använd det här formuläret för att bekräfta skattestatusen för förvaltare och företagssökande. Please use this form to confirm the tax status for Trustee and Corporate applicants.	Sweden (SE)	Utmost International - IoM	Non Product Specific		Vänligen använd det här formuläret för att bekräfta skattestatusen för förvaltare och företagssökande. Please use this form to confirm the tax status for Trustee and Corporate applicants. Operational Forms Skatteuppgifter och försäkran För enheter (Tax Info and Self-Certification for Entity Investors) (FATCA/CRS) ULQ PR \| 12690
Skatteuppgifter och försäkran För individer (Tax Info and Self-Certification for Individual Investors) (FATCA/CRS)	Använd detta formulär för att bekräfta skattestatusen för enskilda sökande. Please use this form to confirm the tax status for individual applicants.	Sweden (SE)	Utmost International - IoM	Non Product Specific		Använd detta formulär för att bekräfta skattestatusen för enskilda sökande. Please use this form to confirm the tax status for individual applicants. Operational Forms Skatteuppgifter och försäkran För individer (Tax Info and Self-Certification for Individual Investors) (FATCA/CRS) ULQ PR \| 12689
Affordability Declaration (Bilingual)	This document can be used by applicants over aged 60 – to declare the affordability of the relevant premium invested.	Hong Kong (HK)	Utmost International - IoM	Non Product Specific		This document can be used by applicants over aged 60 – to declare the affordability of the relevant premium invested. Operational Forms Affordability Declaration (Bilingual) ULQ PR \| 10967
Declaration form for Continued Insurability SILK Life Plan	This form should be used to declare continued insurability for the SILK Life Plan.	Singapore (SG)	Utmost International - IoM	Silk Life Plan (Life Cover only)		This form should be used to declare continued insurability for the SILK Life Plan. Operational Forms Declaration form for Continued Insurability SILK Life Plan ULQ PR \| 10226
Professional Investor Declaration Corporate Trust (ie trust corporation) Applicants	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for corporate trust (ie trust corporation) applicants.	Hong Kong (HK)	Utmost International - IoM	Non Product Specific		This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for corporate trust (ie trust corporation) applicants. Operational Forms Professional Investor Declaration Corporate Trust (ie trust corporation) Applicants ULQ PR \| 10110
Supplementary Declaration and Application for SILK Life Plans	This is a supplementary declaration and application for Hong Kong and Singapore SILK Life plan clients. It can be used to declare that you accept the addition, amendments and corrections to your application.	Singapore (SG)	Utmost International - IoM	Silk Life Plan (Life Cover only)	FOS	This is a supplementary declaration and application for Hong Kong and Singapore SILK Life plan clients. It can be used to declare that you accept the addition, amendments and corrections to your application. Operational Forms Supplementary Declaration and Application for SILK Life Plans ULQ PR \| 10225
Professional Investor Declaration for Individual Applicants	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for individual applicants.	Hong Kong (HK)	Utmost International - IoM	Non Product Specific		This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for individual applicants. Operational Forms Professional Investor Declaration for Individual Applicants ULQ PR \| 10108
Professional Investor Declaration Corporate Partnership Applicants (Bilingual)	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for corporate partnership applicants.	Hong Kong (HK)	Utmost International - IoM	Non Product Specific		This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for corporate partnership applicants. Operational Forms Professional Investor Declaration Corporate Partnership Applicants (Bilingual) ULQ PR \| 10109
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.	Europe Expat, Middle East, Sweden (SE), United Kingdom (UK)	Utmost International - IoM	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
Investment Account Application Form – Individual Investors	This form can only be used for top-ups as this product is closed to new business. Use this application for individual investors.Please note that you will also need to fill out the Tax Declaration and Self Certification document.	Singapore (SG)	Utmost International - IoM	Non Product Specific	FOS	This form can only be used for top-ups as this product is closed to new business. Use this application for individual investors.Please note that you will also need to fill out the Tax Declaration and Self Certification document. Operational Forms Investment Account Application Form – Individual Investors ULQ PR \| 09305
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).	Hong Kong (HK), Middle East, Rest of the World, Singapore (SG), United Kingdom (UK)	Utmost International - IoM	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.	Hong Kong (HK), Middle East, United Kingdom (UK)	Utmost International - IoM	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.	Rest of the World, United Kingdom (UK)	Utmost International - IoM	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
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.	Middle East, Rest of the World, Singapore (SG)	Utmost International - IoM	Non Product Specific	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
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.	United Kingdom (UK)	Utmost International - IoM	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.	United Kingdom (UK)	Utmost International - IoM	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.	United Kingdom (UK)	Utmost International - IoM	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
Pay-By-Link Multi-Currency Bilingual English and Traditional Chinese	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited Hong Kong Branch client and pay regular premiums into your Executive Wealthbuilder Account, International Mortgage Account, Managed Account Plus, Managed Capital Account, Managed Pension Account, or Managed Savings Account, regardless of your current payment method, you can use the Pay-By-Link service.	Hong Kong (HK)	Utmost International - IoM	Non Product Specific		This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited Hong Kong Branch client and pay regular premiums into your Executive Wealthbuilder Account, International Mortgage Account, Managed Account Plus, Managed Capital Account, Managed Pension Account, or Managed Savings Account, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms Pay-By-Link Multi-Currency Bilingual English and Traditional Chinese UL PR 00451
Details of Telegraphic Transfers	This document includes the banking details for Utmost International Isle of Man Limited Hong Kong Branch	Hong Kong (HK)	Utmost International - IoM	Non Product Specific	FOS	This document includes the banking details for Utmost International Isle of Man Limited Hong Kong Branch Operational Forms Details of Telegraphic Transfers UL PR 00453
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.	Europe Expat, Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK)	Utmost International - IoM	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
Terms of Appointment of Investment Adviser	This document explains the terms of appointing an Investment Adviser.	United Kingdom (UK)	Utmost International - IoM	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
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.	United Kingdom (UK)	Utmost Wealth Solutions	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
Protecting Your Identity	This leaflet provides advice on protecting yourself against identity theft and fraud and what to do if you become a victim of these crimes.For products formerly Scottish Mutual International.		Utmost PanEurope	Non Product Specific		This leaflet provides advice on protecting yourself against identity theft and fraud and what to do if you become a victim of these crimes.For products formerly Scottish Mutual International. Operational Forms Protecting Your Identity UIC PR 00191
Guide to further requirements for Corporates Policies	This document details some extra supporting documents we may require for Corporates Policies.For products formerly branded Phoenix Life guide to further requirements for Corporates Policies.		Utmost PanEurope	Non Product Specific		This document details some extra supporting documents we may require for Corporates Policies.For products formerly branded Phoenix Life guide to further requirements for Corporates Policies. Operational Forms Guide to further requirements for Corporates Policies UIC PR 00195
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.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	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.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	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.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	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.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	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
Appointment of Fund Adviser Form	For Products formerly Scottish Mutual International Fund Adviser Form used to request the appointment of a Fund Adviser to the contract.		Utmost PanEurope	Non Product Specific		For Products formerly Scottish Mutual International Fund Adviser Form used to request the appointment of a Fund Adviser to the contract. Operational Forms Appointment of Fund Adviser Form UIC PR 00155
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.	United Kingdom (UK)	Utmost PanEurope	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
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.	United Kingdom (UK)	Utmost International - IoM	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
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.	United Kingdom (UK)	Utmost International - IoM	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
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.	United Kingdom (UK)	Utmost International - IoM	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
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.	United Kingdom (UK)	Utmost International - IoM	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
Guide for Evolution Individual Applicants	This is a guide for Evolution for Individual Applicants	United Kingdom (UK)	Utmost International - IoM	Evolution		This is a guide for Evolution for Individual Applicants Operational Forms Guide for Evolution Individual Applicants IOM PR 0037
Declaration of Health Form	Please use this form in order to give us information about your health	United Kingdom (UK)	Utmost International - IoM	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
Online Dealing Access Authorisation Form for Investment Advisers	Online Dealing Access Authorisation Form for Investment Advisers for Utmost PanEurope dac.	United Kingdom (UK)	Utmost PanEurope	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 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.	United Kingdom (UK)	Utmost PanEurope	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
Guide for Selection Individual Applicants	Guide for Selection Individual Applicants.	United Kingdom (UK)	Utmost PanEurope	Selection	FOS	Guide for Selection Individual Applicants. Operational Forms Guide for Selection Individual Applicants ALE PR 0043
Investor Declaration Form for Delegation and Selection	Investor declaration form for Utmost PanEurope dac’s Delegation and Selection.	United Kingdom (UK)	Utmost PanEurope	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.	United Kingdom (UK)	Utmost PanEurope	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.	United Kingdom (UK)	Utmost PanEurope	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
Nomination of External Manager and/or Custodian Form for Selection	Selection nomination of external manager and/or custodian form for use with Utmost PanEurope dac’s Selection bonds only.	United Kingdom (UK)	Utmost PanEurope	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

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