Document Library

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Process: New Policy

Insurer: Utmost Worldwide

Documents

Title	Description	Market	Asset Type	Language	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)	Operational Forms	English (EN)	Non Product Specific	FOS	Source of Wealth Questionnaire for providing details of a client’s wealth (for high risk clients/clients subject to enhanced due diligence). This questionnaire seeks to obtain information and documentation to establish the source of wealth for Utmost Worldwide Limited clients. Operational Forms Utmost Worldwide Source of Wealth Questionnaire UWWS PR 00123
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)	Operational Forms	English (EN)	Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore	FOS	Singapore Nomination of Beneficiary Form 4 – Revocable Nomination. This form can only be used to make a revocable nomination in respect of one relevant Utmost Worldwide Limited policy. Operational Forms Singapore Nomination of Beneficiary Form 4 – Revocable Nomination – UW Version UWWS PR 00122
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)	Operational Forms	English (EN)	Non Product Specific	FOS	Current Financial Information Request Form for use with a Utmost Worldwide policy, to confirm your current taxation status, residence, and financial information. Operational Forms Current Financial Information Request Form UWWS PR 00119
Focus ILP Sub-Funds Brochure	Focus ILP Sub-Funds Brochure listing offered ILP Sub-Funds	Singapore (SG)	Investment literature/Strategies	English (EN)	Focus - Singapore	FOS	Focus ILP Sub-Funds Brochure listing offered ILP Sub-Funds Investment literature/Strategies Focus ILP Sub-Funds Brochure UWWS PR 00115
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	Operational Forms	English (EN)	Choice and Vision - International, Focus - International, Professional Portfolio - International	FOS	This form should be used where you are a non-US resident US Person wishing to buy or increase the investment in your Plan (International) Operational Forms US Person Declaration Form (International) UWWS PR 00090
FOCUS Life Plan Key Features Document (International)	Focus Life Plan Key Features Document (International). This document will help you to understand the key features of Focus Life Plan.	Rest of the World	Right to Change Your Mind Forms and guides/KFD	English (EN)	Focus - International	FOS	Focus Life Plan Key Features Document (International). This document will help you to understand the key features of Focus Life Plan. Right to Change Your Mind Forms and guides/KFD FOCUS Life Plan Key Features Document (International) UWWS PR 00082
Focus CRB Plan Key Features Document (International)	Focus Capital Redemption Bond Plan Key Features Document (International). This document will help you understand the key features of Focus CRB	Rest of the World	Right to Change Your Mind Forms and guides/KFD	English (EN)	Focus - International	FOS	Focus Capital Redemption Bond Plan Key Features Document (International). This document will help you understand the key features of Focus CRB Right to Change Your Mind Forms and guides/KFD Focus CRB Plan Key Features Document (International) UWWS PR 00080
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	Operational Forms	English (EN)	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 Product Summary (Singapore)	Focus Product Summary (Singapore)	Singapore (SG)	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Focus - Singapore	FOS	Focus Product Summary (Singapore) Product Guides/Brochures/Snapshots and Training Materials Focus Product Summary (Singapore) UWWS PR 00078
FOCUS Life Plan Key Features Document (Singapore)	Focus Life Plan Key Features Document (Singapore). This document highlights the key features of Focus	Singapore (SG)	Right to Change Your Mind Forms and guides/KFD	English (EN)	Focus - Singapore	FOS	Focus Life Plan Key Features Document (Singapore). This document highlights the key features of Focus Right to Change Your Mind Forms and guides/KFD FOCUS Life Plan Key Features Document (Singapore) UWWS PR 00077
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)	Operational Forms	English (EN)	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)	Operational Forms	English (EN)	Choice and Vision - International, Focus - International	FOS	This form should be used were you want to appoint an Investment Adviser to your Utmost Worldwide Limited, Unit-Linked Plan. For use in the Hong Kong market only. Operational Forms Unit Linked Investment Services Authority Form (Hong Kong) UWWS PR 00066
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	Operational Forms	English (EN)	Choice and Vision - International, Focus - International, Professional Portfolio - International	FOS	This form should be used to instruct an additional premium payment to your Professional Portfolio Life Plan (International) Operational Forms Professional Portfolio Premium Request Form (International) UWWS PR 00059
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	Operational Forms	English (EN)	Choice and Vision - International, Focus - International, Professional Portfolio - International	FOS	This form should be used to provide details of the nominated Beneficiaries of your Utmost Worldwide Limited Plan. Operational Forms Nomination of Beneficiaries Form (International) UWWS PR 00056
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	Operational Forms	English (EN)	Choice and Vision - International, Focus - International, Professional Portfolio - International	FOS	This form is to be used to verify the identity of a Company or a Trustee. Operational Forms Verification of Corporate or Trustee Identity (International) UWWS PR 00055
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.	Rest of the World	Application Form	English (EN)	Non Product Specific	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
Policy Terms and Conditions for Focus Life Plan – International	Policy Terms and Conditions for Focus Life Plan International version Utmost Worldwide Singapore branch’s.	Rest of the World	Policy Conditions	English (EN)	Focus - International	FOS	Policy Terms and Conditions for Focus Life Plan International version Utmost Worldwide Singapore branch’s. Policy Conditions Policy Terms and Conditions for Focus Life Plan – International UWWS PR 00034
Application Form for Individuals for a Focus Life Plan (International) with Utmost Worldwide	Application Form for Individuals for a Focus Life Plan (International). Not for use in Singapore.	Rest of the World	Application Form	English (EN)	Focus - International	FOS	Application Form for Individuals for a Focus Life Plan (International). Not for use in Singapore. Application Form Application Form for Individuals for a Focus Life Plan (International) with Utmost Worldwide UWWS PR 00033
Policy Terms and Conditions for Focus Capital Redemption Plan – International	Policy Terms and Conditions for Utmost Worldwide Singapore branch’s Focus Capital Redemption Plan – International version.	Rest of the World	Policy Conditions	English (EN)	Focus - International	FOS	Policy Terms and Conditions for Utmost Worldwide Singapore branch’s Focus Capital Redemption Plan – International version. Policy Conditions Policy Terms and Conditions for Focus Capital Redemption Plan – International UWWS PR 00032
Application Form for Individuals for a Focus Capital Redemption Plan (International) with Utmost Worldwide	Application Form for Individuals for a Focus Capital Redemption Plan (International).	Rest of the World	Application Form	English (EN)	Focus - International	FOS	Application Form for Individuals for a Focus Capital Redemption Plan (International). Application Form Application Form for Individuals for a Focus Capital Redemption Plan (International) with Utmost Worldwide UWWS PR 00031
Policy Terms and Conditions for Focus Life	Policy Terms and Conditions for Utmost Worldwide Singapore branch’s Focus Life.	Singapore (SG)	Policy Conditions	English (EN)	Focus - Singapore	FOS	Policy Terms and Conditions for Utmost Worldwide Singapore branch’s Focus Life. Policy Conditions Policy Terms and Conditions for Focus Life UWWS PR 00030
Application Form for Individuals Applying for Focus (Singapore) with Utmost Worldwide	Application Form for Individuals Applying for Focus (Singapore). For use in Singapore Only.	Singapore (SG)	Application Form	English (EN)	Focus - Singapore	FOS	Application Form for Individuals Applying for Focus (Singapore). For use in Singapore Only. Application Form Application Form for Individuals Applying for Focus (Singapore) with Utmost Worldwide UWWS PR 00029
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)	Operational Forms	English (EN)	Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore	FOS	US Person Declaration Form to be used by non-US resident US person wishing to purchase or increase the investment within their Utmost Worldwide Limited Plan. For use in the Singapore market. Operational Forms US Person Declaration Form (Singapore) UWWS PR 00026
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)	Operational Forms	English (EN)	Choice and Vision - Singapore, Focus - Singapore	FOS	Unit Linked Investment Services Authority Form, for use in the Singapore market, to appoint an Investment Adviser to your Utmost Worldwide Limited, Unit-Linked Plan. Operational Forms Unit Linked Investment Services Authority Form (Singapore) UWWS PR 00025
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)	Operational Forms	English (EN)	Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore	FOS	Specimen Signature Form, for use in the Singapore market, where your signature differs from your current signature to our records or where proof of identity documents do not enclose your signature, for your Utmost Worldwide Limited Plan. Operational Forms Specimen Signature Form (Singapore) UWWS PR 00024
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)	Operational Forms	English (EN)	Choice and Vision - Singapore, Focus - Singapore, Non Product Specific, Professional Portfolio - Singapore	FOS	Registration Request Form to gain access to Utmost Worldwide Limited’s Online Service Centre, for individual applicants in the Singapore market Operational Forms Registration Request Form for the Online Service Centre (Singapore) UWWS PR 00019
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)	Operational Forms	English (EN)	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)	Operational Forms	English (EN)	Focus - Singapore	FOS	Application for GIRO, for use with an Utmost Worldwide Limited Plan, to instruct regular payments from your bank to pay premiums by GIRO. For use in the Singapore market. Operational Forms Application for GIRO (Singapore) UWWS PR 00010
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)	Operational Forms	English (EN)	Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore	FOS	This form should be used were you want to provide details of the Beneficial Owner Identification on your Utmost Worldwide Limited plan. For use in the Singapore market. Operational Forms Beneficial Owner Identification Form (Singapore) UWWS PR 00006
Focus Single Premium Top-Up	This document outlines the advantages of adding single premiums to a Focus plan for Utmost Worldwide, Singapore Branch.	Singapore (SG)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Focus - Singapore	FOS	This document outlines the advantages of adding single premiums to a Focus plan for Utmost Worldwide, Singapore Branch. Tax and regulatory Literature/technical sales aids and literature Focus Single Premium Top-Up UWWS \| 25152
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’	Europe Expat, European Union (EU), Finland (FI), France (FR), Hong Kong (HK), Italy (IT), Middle East, Monaco (MC), Portugal (PT), Rest of the World, Singapore (SG), Spain (ES), Sweden (SE), Switzerland (CH), United Kingdom (UK)	Compliance and Risk Collateral (privacy notices/footers etc)	English (EN)	Non Product Specific	FOS	Utmost International Isle of Man Limited, Utmost PanEurope dac, Utmost International Trustee Solutions and Utmost Worldwide Limited Anti-Money Laundering Requirements Guide ‘AML’ Compliance and Risk Collateral (privacy notices/footers etc) Anti-money Laundering Guide (AML) IOM PR 0121

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