Document Library

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Insurer: Ireland

Language: English (EN)

Process: Making a change to your policy

Asset Type: Operational Forms

Documents

Title	Description	Market	Product	Regime	Excerpt
Apex Portugal Notification of intention to return to the UK	Before completing this form you should discuss your personal circumstances with your Insurance Intermediary to ensure that the Life Insurance Policy will continue to meet your needs on your return to the UK.	Portugal (PT)	Apex (Portugal)	FOS	Before completing this form you should discuss your personal circumstances with your Insurance Intermediary to ensure that the Life Insurance Policy will continue to meet your needs on your return to the UK. Operational Forms Apex Portugal Notification of intention to return to the UK UPE_WS PR 00046
Palvelupalkkio-lomake	Tällä lomakkeella voidaan pyytää palvelumaksun palkkion käyttöönottoa Wealth Portfolio Finland ja Professional Portfolio vakuutuksille.	Finland (FI)	Professional Portfolio, Wealth Portfolio Finland	FOS	Tällä lomakkeella voidaan pyytää palvelumaksun palkkion käyttöönottoa Wealth Portfolio Finland ja Professional Portfolio vakuutuksille. Operational Forms Palvelupalkkio-lomake UPE_WS \| 05008
Ilmoitus vakuutuksen panttaamisesta	Lomake jolla vakuutus voidaan pantata.	Finland (FI)	Advantage Corporate (Closed), Professional Portfolio, Vision (Closed), Wealth Portfolio Finland	FOS	Lomake jolla vakuutus voidaan pantata. Operational Forms Ilmoitus vakuutuksen panttaamisesta UPE_WS \| 04429
Vision ja Advantage Vakuutusmaksuvapaa ja säännöllisten vakuutusmaksujen uudelleenaktivointi	Tätä lomaketta voidaan käyttää, jos vakuutuksenottaja haluaa ottaa vakuutusmaksuvapaan tai palauttaa säännöllisen vakuutusmaksunsa Vision tai Advantage vakuutuksille.	Finland (FI)	Advantage Corporate (Closed), Future, Target, Vision (Closed)	FOS	Tätä lomaketta voidaan käyttää, jos vakuutuksenottaja haluaa ottaa vakuutusmaksuvapaan tai palauttaa säännöllisen vakuutusmaksunsa Vision tai Advantage vakuutuksille. Operational Forms Vision ja Advantage Vakuutusmaksuvapaa ja säännöllisten vakuutusmaksujen uudelleenaktivointi UPE_WS \| 04430
Rekisteröityminen Service Centre verkkopalveluun vakuutusedustajana	Tällä lomakkeella vakuutusedustaja voi rekisteröityä verkkopalveluumme.	Finland (FI)	Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed), Wealth Portfolio Finland	FOS	Tällä lomakkeella vakuutusedustaja voi rekisteröityä verkkopalveluumme. Operational Forms Rekisteröityminen Service Centre verkkopalveluun vakuutusedustajana UPE_WS \| 04431
Rekisteröityminen Service Centre verkkopalveluun	Tällä lomakkeella vakuutuksenottajat voivat rekisteröityä verkkopalveluumme.	Finland (FI)	Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed), Wealth Portfolio Finland	FOS	Tällä lomakkeella vakuutuksenottajat voivat rekisteröityä verkkopalveluumme. Operational Forms Rekisteröityminen Service Centre verkkopalveluun UPE_WS \| 04432
Arvopaperisiirto	Tätä lomaketta käytetään arvopaperisiirtojen yhteydessä tarvittaessa.	Finland (FI)	Professional Portfolio, Wealth Portfolio Finland	FOS	Tätä lomaketta käytetään arvopaperisiirtojen yhteydessä tarvittaessa. Operational Forms Arvopaperisiirto UPE_WS \| 04434
Nimikirjoituksen Vahvistaminen Käsialanäyte	Lomake, jolla muuttunut nimikirjoitus voidaan vahvistaa.	Finland (FI)	Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed), Wealth Portfolio Finland	FOS	Lomake, jolla muuttunut nimikirjoitus voidaan vahvistaa. Operational Forms Nimikirjoituksen Vahvistaminen Käsialanäyte UPE_WS \| 04324
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)	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
Osoitteenmuutos	Lomake osoitteenmuutoksesta ilmoittamiseksi.	Finland (FI)	Advantage Corporate (Closed), Professional Portfolio, Vision (Closed), Wealth Portfolio Finland	FOS	Lomake osoitteenmuutoksesta ilmoittamiseksi. Operational Forms Osoitteenmuutos UPE_WS \| 04408
Sijoituspäätösvallan siirtolomake	Tällä lomakkeella voidaan antaa kolmannelle osapuolelle oikeus valita sijoituskohteita Vision, Advantage, Target ja Future vakuutuksille.	Finland (FI)	Advantage Corporate (Closed), Future, Target, Vision (Closed)	FOS	Tällä lomakkeella voidaan antaa kolmannelle osapuolelle oikeus valita sijoituskohteita Vision, Advantage, Target ja Future vakuutuksille. Operational Forms Sijoituspäätösvallan siirtolomake UPE_WS \| 04428
Edunsaajamääräys	Lomake, jolla edunsaajia voidaan muuttaa/nimittää.	Finland (FI)	Advantage Corporate (Closed), Professional Portfolio, Vision (Closed), Wealth Portfolio Finland	FOS	Lomake, jolla edunsaajia voidaan muuttaa/nimittää. Operational Forms Edunsaajamääräys UPE_WS \| 04411
Kaupankäyntiohjeet	Lomake kaupankäyntiohjeiden antamiseen Wealth Portfolio Finland ja Professional Portfolio vakuutuksille.	Finland (FI)	Professional Portfolio, Wealth Portfolio Finland	FOS	Lomake kaupankäyntiohjeiden antamiseen Wealth Portfolio Finland ja Professional Portfolio vakuutuksille. Operational Forms Kaupankäyntiohjeet UPE_WS \| 04288
Jatkuvan maksun muutos ja ylimääräiset kertamaksut	Lomake jatkuvien vakuutusmaksujen summan muuttamiseen ja/tai lisämaksujen tekemiseen.	Finland (FI)	Advantage Corporate (Closed), Professional Portfolio, Vision (Closed)	FOS	Lomake jatkuvien vakuutusmaksujen summan muuttamiseen ja/tai lisämaksujen tekemiseen. Operational Forms Jatkuvan maksun muutos ja ylimääräiset kertamaksut UPE_WS \| 04289
Vision ja Advantage Finland Rahastojen vaihto tai vakuutusmaksun uudelleenohjaus	Lomake rahastojen vaihtoon tai uudelleenohjaukseen Vision ja Advantage vakuutuksille.	Finland (FI)	Vision (Closed)	FOS	Lomake rahastojen vaihtoon tai uudelleenohjaukseen Vision ja Advantage vakuutuksille. Operational Forms Vision ja Advantage Finland Rahastojen vaihto tai vakuutusmaksun uudelleenohjaus UPE_WS \| 04285
ELÄKE-ETUUSMAKSULOMAKE (PENSION BENEFIT PAYMENT FORM)	ELÄKE-ETUUSMAKSULOMAKE (PENSION BENEFIT PAYMENT FORM) for Future /Advantage (Corporate)	Finland (FI)	Future		ELÄKE-ETUUSMAKSULOMAKE (PENSION BENEFIT PAYMENT FORM) for Future /Advantage (Corporate) Operational Forms ELÄKE-ETUUSMAKSULOMAKE (PENSION BENEFIT PAYMENT FORM) UPE PR 12869
Ilmoitus Verosa¨a¨nto¨jen Noudattamisesta Oikeushenkilo¨ille (Tax Declaration and Self-Certification for Entity Investors) Bilingual FI/EN	The Tax Declaration and Self-Certification form should be completed in order to accurately report your policy under the relevant Tax Information Exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for Entity investors such as, companies, corporate trusts or foundations.	Finland (FI)	Non Product Specific	FOS	The Tax Declaration and Self-Certification form should be completed in order to accurately report your policy under the relevant Tax Information Exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for Entity investors such as, companies, corporate trusts or foundations. Operational Forms Ilmoitus Verosa¨a¨nto¨jen Noudattamisesta Oikeushenkilo¨ille (Tax Declaration and Self-Certification for Entity Investors) Bilingual FI/EN UPE PR 12865
Wealth Portfolio Finland Lisäsijoituslomake	Lomake lisämaksun tekemiseen Wealth Portfolio Finland vakuuutukseen.	Finland (FI)	Wealth Portfolio Finland	FOS	Lomake lisämaksun tekemiseen Wealth Portfolio Finland vakuuutukseen. Operational Forms Wealth Portfolio Finland Lisäsijoituslomake UPE PR 12659
Wealth Portfolio Finland Varainhoitajan tai valtuutetun säilytyspankin nimittäminen	Lomake täyden valtakirjan varainhoitajan tai valtuutetun säilytyspankin nimittämiseen Wealth Portfolio Finland vakuutukseen.	Finland (FI)	Wealth Portfolio Finland		Lomake täyden valtakirjan varainhoitajan tai valtuutetun säilytyspankin nimittämiseen Wealth Portfolio Finland vakuutukseen. Operational Forms Wealth Portfolio Finland Varainhoitajan tai valtuutetun säilytyspankin nimittäminen UPE PR 12507
Target ja Future Maksuvapaapyyntö	Lomake vakuutusmaksukauden aikana pyydettävälle maksuvapaalle.	Finland (FI)	Future, Target		Lomake vakuutusmaksukauden aikana pyydettävälle maksuvapaalle. Operational Forms Target ja Future Maksuvapaapyyntö UPE PR 12434
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)	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)	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
Deferring a Policy Fund Entitlement	This form needs to be completed when a client requests to change their Policy Fund entitlements.	Middle East, Rest of the World, United Kingdom (UK)	Non Product Specific	FOS	This form needs to be completed when a client requests to change their Policy Fund entitlements. Operational Forms Deferring a Policy Fund Entitlement UWSQ PR \| 25162
Request for Utmost International to Appoint an Authorised Custodian	This form can be used if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac. to appoint an authorised custodian in respect of your bond/ account/plan/ policy. For use with the following products – Collective Investment Plan, Executive Life Portfolio, Spanish Collective Investment Bond, Life Investment Portfolio, Life Investment Portfolio Plus, and Wealth Management Plan.	Europe Expat, Middle East, Rest of the World, Sweden (SE)	Executive Life Portfolio, Life Insurance Portfolio, Life Insurance Portfolio Plus, Spanish Collective Investment Bond		This form can be used if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac. to appoint an authorised custodian in respect of your bond/ account/plan/ policy. For use with the following products – Collective Investment Plan, Executive Life Portfolio, Spanish Collective Investment Bond, Life Investment Portfolio, Life Investment Portfolio Plus, and Wealth Management Plan. Operational Forms Request for Utmost International to Appoint an Authorised Custodian UWSQ PR \| 20668
Appointment of an Authorised Custodian(s) Form	This form can be used if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac. to appoint an authorised custodian in respect of your bond/ account/plan/ policy. For use with the following products – European Portfolio Bond, European Wealth Bond, Executive Investment Plan, International Portfolio Bond, International Wealth Bond, Swedish Executive Portfolio, Silk Life Plan, and Tailored Life Plan.	Europe Expat, Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK)	European Executive Investment Bond – PRIIPs, Executive Investment Plan, International Portfolio Bond (Closed), Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus), Swedish Executive Portfolio – PRIIPs, Tailored Life Plan (TLP)		This form can be used if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac. to appoint an authorised custodian in respect of your bond/ account/plan/ policy. For use with the following products – European Portfolio Bond, European Wealth Bond, Executive Investment Plan, International Portfolio Bond, International Wealth Bond, Swedish Executive Portfolio, Silk Life Plan, and Tailored Life Plan. Operational Forms Appointment of an Authorised Custodian(s) Form UWSQ PR \| 20669
Letter of authorisation for Authorised Custodian Account Form	This letter of authorisation permits the authorised individual to carry out actions in respect of the accounts opened by Utmost International Isle of Man Limited or Utmost PanEurope dac. with the authorised custodian.	Europe Expat, Middle East, Singapore (SG), United Kingdom (UK)	Non Product Specific		This letter of authorisation permits the authorised individual to carry out actions in respect of the accounts opened by Utmost International Isle of Man Limited or Utmost PanEurope dac. with the authorised custodian. Operational Forms Letter of authorisation for Authorised Custodian Account Form UWSQ PR \| 20660
Appointing a Fund Adviser	This form can be used with Utmost International Isle of Man Limited orUtmost PanEurope dac a range of portfolio bonds available in all regions (except Hong Kong).	Middle East, Singapore (SG)	European Executive Investment Bond – PRIIPs, Executive Investment Account, Executive Investment Bond, Executive Investment Plan, Executive Investment Portfolio, Executive Life Portfolio, Life Insurance Portfolio, Non Product Specific	FOS	This form can be used with Utmost International Isle of Man Limited orUtmost PanEurope dac a range of portfolio bonds available in all regions (except Hong Kong). Operational Forms Appointing a Fund Adviser UWSQ PR \| 20985
Appointing an Authorised Custodian – Wealth bond	Please use this form to request Utmost International Isle of Man Limited or Utmost PanEurope dac to appoint an authorised custodian. This form is only for use with the International Wealth Bond or European Wealth Bond.	United Kingdom (UK)	Non Product Specific		Please use this form to request Utmost International Isle of Man Limited or Utmost PanEurope dac to appoint an authorised custodian. This form is only for use with the International Wealth Bond or European Wealth Bond. Operational Forms Appointing an Authorised Custodian – Wealth bond UWSQ PR \| 20951
Request to Add or Remove a Life Assured Form	This form can be used to add or remove a life assured on your Utmost International Portfolio Bond.	Europe Expat	Non Product Specific	FOS	This form can be used to add or remove a life assured on your Utmost International Portfolio Bond. Operational Forms Request to Add or Remove a Life Assured Form UWSQ PR \| 20814
Data Subject Access Request Form	This form is for you, or someone you have authorised to represent you, to request a copy of the personal information we hold for you.	United Kingdom (UK)	Non Product Specific		This form is for you, or someone you have authorised to represent you, to request a copy of the personal information we hold for you. Operational Forms Data Subject Access Request Form UWSQ PR \| 18031
Authorised Custodian Internet Service Request Form	This form can be used to request access to the view only internet service provided by the authorised custodian.	Europe Expat, Middle East	Non Product Specific	FOS	This form can be used to request access to the view only internet service provided by the authorised custodian. Operational Forms Authorised Custodian Internet Service Request Form UWSQ PR \| 17990
Appointing a Discretionary Asset Manager to your Wealth Bond	This form should be used for International Wealth Bond or European Wealth Bond policyholders only, who would like to change their discretionary asset manager. This form should be used where you have not requested Quilter International to restrict the asset range.	United Kingdom (UK)	Non Product Specific		This form should be used for International Wealth Bond or European Wealth Bond policyholders only, who would like to change their discretionary asset manager. This form should be used where you have not requested Quilter International to restrict the asset range. Operational Forms Appointing a Discretionary Asset Manager to your Wealth Bond UWSQ PR \| 12370
Amendment to Wealth Interactive, Policyholder Online Service Terms (Providing Limited Access)	This form allows Trustee Policyholders to request online access for their Clients/Members.	Singapore (SG)	Non Product Specific	FOS	This form allows Trustee Policyholders to request online access for their Clients/Members. Operational Forms Amendment to Wealth Interactive, Policyholder Online Service Terms (Providing Limited Access) UWSQ PR \| 11544
Amendment to Wealth Interactive, Policyholder Online Service Terms	This form allows Trustee Policyholders to request online access for their Clients/Members.	Singapore (SG)	Non Product Specific	FOS	This form allows Trustee Policyholders to request online access for their Clients/Members. Operational Forms Amendment to Wealth Interactive, Policyholder Online Service Terms UWSQ PR \| 11729
Portfolio Bond Endorsement Request Form	This form can be used to endorse highly personalised bonds and bring into the UK regulations as well as reduce tax implications.	Europe Expat, Hong Kong (HK), Singapore (SG), Sweden (SE)	Non Product Specific	FOS	This form can be used to endorse highly personalised bonds and bring into the UK regulations as well as reduce tax implications. Operational Forms Portfolio Bond Endorsement Request Form UWSQ PR \| 02013
Discounted Gift Trust Declaration of Continuing Good Health Form	This declaration should be completed by the settlor to confirm that their health has not changed since the date of the original application toUtmost Innternational Isle of Man Limited, Utmost International Trustee Solutions Limited orUtmost PanEurope dac.	United Kingdom (UK)	Non Product Specific	FOS	This declaration should be completed by the settlor to confirm that their health has not changed since the date of the original application toUtmost Innternational Isle of Man Limited, Utmost International Trustee Solutions Limited orUtmost PanEurope dac. Operational Forms Discounted Gift Trust Declaration of Continuing Good Health Form UWSQ PR \| 04612
Change of financial adviser	Please use this form if you wish to appoint a new or remove a financial adviser. If you remove a financial adviser this will stop all correspondence or information in respect of your policy going through that financial adviser.	Europe Expat, Hong Kong (HK), Middle East, Rest of the World, Singapore (SG), United Kingdom (UK)	Non Product Specific	FOS	Please use this form if you wish to appoint a new or remove a financial adviser. If you remove a financial adviser this will stop all correspondence or information in respect of your policy going through that financial adviser. Operational Forms Change of financial adviser UWSQ PR \| 05271
Mutual Stipulations and Nomination Form Irish jointly Owned Products	This form should be used for policies subject to the laws of Belgium, Cyprus, Spain or Sweden. Complete this form if you are the policyholder and request for the mutual stipulations wording to be applied to your policy and also wish to nominate the beneficiary(ies) listed in the appointment of beneficiary(ies) for your policy.	Belgium (BE), Cyprus (CY), Spain (ES), Sweden (SE)	Non Product Specific	FOS	This form should be used for policies subject to the laws of Belgium, Cyprus, Spain or Sweden. Complete this form if you are the policyholder and request for the mutual stipulations wording to be applied to your policy and also wish to nominate the beneficiary(ies) listed in the appointment of beneficiary(ies) for your policy. Operational Forms Mutual Stipulations and Nomination Form Irish jointly Owned Products UPEQ PR \| 21042
French Executive Portfolio Appointment of Fund Adviser Form	This form can be used if you wish to appoint a firm to act as a discretionary fund advisor on your French Executive Portfolio.	Europe Expat	Non Product Specific		This form can be used if you wish to appoint a firm to act as a discretionary fund advisor on your French Executive Portfolio. Operational Forms French Executive Portfolio Appointment of Fund Adviser Form UPEQ PR \| 20844
UPE Declaration of Residence Outside of Ireland	Utmost PanEurope Policyholders resident outside of Ireland must make the declarations contained in this form in order to receive payments without the deduction of Irish tax if they hold a policy issued by an Irish insurer.	Europe Expat, Rest of the World, United Kingdom (UK)	Non Product Specific	FOS	Utmost PanEurope Policyholders resident outside of Ireland must make the declarations contained in this form in order to receive payments without the deduction of Irish tax if they hold a policy issued by an Irish insurer. Operational Forms UPE Declaration of Residence Outside of Ireland UPEQ PR \| 20900
Swedish Executive Portfolio Loan Appendix Form	Complete this form if you wish for the Loan Appendix contained in this document to be incorporated into your policy.	Sweden (SE)	Swedish Executive Portfolio – PRIIPs		Complete this form if you wish for the Loan Appendix contained in this document to be incorporated into your policy. Operational Forms Swedish Executive Portfolio Loan Appendix Form UPEQ PR \| 14654
Payment Instruction Form	This form is for use with Utmost PanEurope dac. Omega and Integra policies.	Europe Expat	Non Product Specific		This form is for use with Utmost PanEurope dac. Omega and Integra policies. Operational Forms Payment Instruction Form UPEQ PR \| 19967
Beneficiary Nomination Request for non UK residents	This is a Beneficiary Nomination Request form for non UK resident Policyholders for Utmost PanEurope dac	Europe Expat	Non Product Specific		This is a Beneficiary Nomination Request form for non UK resident Policyholders for Utmost PanEurope dac Operational Forms Beneficiary Nomination Request for non UK residents UPEQ PR \| 14896
Begäran om byte av Förvaltare	Detta formulär kan användas för att begära att överföra vårdnad om tillgångar.This form can be used to request to transfer custodianship of assets.	Sweden (SE)	Non Product Specific, Swedish Executive Portfolio – PRIIPs	FOS	Detta formulär kan användas för att begära att överföra vårdnad om tillgångar.This form can be used to request to transfer custodianship of assets. Operational Forms Begäran om byte av Förvaltare UPEQ PR \| 06987
Switch Form	This form enables you to switch your investments or change the funds in which your future regular investments are invested.	Europe Expat	Non Product Specific		This form enables you to switch your investments or change the funds in which your future regular investments are invested. Operational Forms Switch Form UPEQ PR \| 03361
Nomination of Investment Adviser Form for Apex France with Utmost PanEurope dac	This form can be used to nominate an Investment Advisor for your Apex France policy.	France (FR)	Apex (France)	FOS	This form can be used to nominate an Investment Advisor for your Apex France policy. Operational Forms Nomination of Investment Adviser Form for Apex France with Utmost PanEurope dac UPE_WS PR 00119
Change of Beneficiary Form for Apex France with Utmost PanEurope dac	This form can be used to change the beneficiary of your Apex France policy.	France (FR)	Apex (France)	FOS	This form can be used to change the beneficiary of your Apex France policy. Operational Forms Change of Beneficiary Form for Apex France with Utmost PanEurope dac UPE_WS PR 00120
Apex Portugal – Appointment of insurance intermediary	This form can be used to appoint an Insurance Intermediary for Apex Portugal policies.	Portugal (PT)	Apex (Portugal)	FOS	This form can be used to appoint an Insurance Intermediary for Apex Portugal policies. Operational Forms Apex Portugal – Appointment of insurance intermediary UPE_WS PR 00027
Apex Portugal Dealing Account Overdraft Clearance Instruction form	This form can be used to request an overdraft clearance for your Apex Portugal Dealing Account.	Portugal (PT)	Apex (Portugal)	FOS	This form can be used to request an overdraft clearance for your Apex Portugal Dealing Account. Operational Forms Apex Portugal Dealing Account Overdraft Clearance Instruction form UPE_WS PR 00029
Apex Portugal – Assignment of Policies	For assigning policies to individuals only.	Portugal (PT)	Apex (Portugal)	FOS	For assigning policies to individuals only. Operational Forms Apex Portugal – Assignment of Policies UPE_WS PR 00032
Apex Portugal – Insurance Intermediary Fund Authorisation form	This form should only be completed by the Policyholder where a Discretionary Fund Manager or Platform is not appointed and the Policyholder wish to authorise the Insurance Intermediary to execute external fund choices on their behalf.	Portugal (PT)	Apex (Portugal)	FOS	This form should only be completed by the Policyholder where a Discretionary Fund Manager or Platform is not appointed and the Policyholder wish to authorise the Insurance Intermediary to execute external fund choices on their behalf. Operational Forms Apex Portugal – Insurance Intermediary Fund Authorisation form UPE_WS PR 00036
Apex Portugal – Nomination of Discretionary Fund Manager or Platform Agreement	This form can be used to nominate or replace an existing Discretionary Fund Manager (DFM) or Platform arrangement.	Portugal (PT)	Apex (Portugal)	FOS	This form can be used to nominate or replace an existing Discretionary Fund Manager (DFM) or Platform arrangement. Operational Forms Apex Portugal – Nomination of Discretionary Fund Manager or Platform Agreement UPE_WS PR 00042
Apex Portugal Open Architecture Dealing Instruction Form	This form should be used for policies held on the Open Architecture basis only without a Discretionary Fund Manager or Platform arrangement.	Portugal (PT)	Apex (Portugal)	FOS	This form should be used for policies held on the Open Architecture basis only without a Discretionary Fund Manager or Platform arrangement. Operational Forms Apex Portugal Open Architecture Dealing Instruction Form UPE_WS PR 00052
Apex Portugal – Change of Beneficiary Form	This form can be used to change the beneficiary of your Apex Portugal policy.	Portugal (PT)	Apex (Portugal)	FOS	This form can be used to change the beneficiary of your Apex Portugal policy. Operational Forms Apex Portugal – Change of Beneficiary Form UPE_WS PR 00022
UPE Deed of Assignment	UPE Deed of Assignment		Non Product Specific	FOS	UPE Deed of Assignment Operational Forms UPE Deed of Assignment UPE_WS \| 4466
Notice of Assignment Form	Notice of Assignment Form for Private Wealth Portfolio UK	United Kingdom (UK)	Private Wealth Portfolio - UK	FOS	Notice of Assignment Form for Private Wealth Portfolio UK Operational Forms Notice of Assignment Form UPE_WS \| 04674
Change of Discretionary Investment Strategy Form	This form is to be completed if you wish to change the discretionary investment strategies underlying your Utmost PanEurope dac Policy either in isolation or in association with an additional premium.	United Kingdom (UK)	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.	Europe Expat, Italy (IT), Portugal (PT), Spain (ES), United Kingdom (UK)	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
Formulaire de Changement de Coordonnées Personnelles	Ce formulaire est destiné aux clients d’Utmost PanEurope dac qui souhaitent nous informer de toute modification de leurs données personnelles, telles que le nom, le spécimen de signature, l’adresse, l’adresse e-mail ou le numéro de téléphone.	France (FR)	Non Product Specific	FOS	Ce formulaire est destiné aux clients d’Utmost PanEurope dac qui souhaitent nous informer de toute modification de leurs données personnelles, telles que le nom, le spécimen de signature, l’adresse, l’adresse e-mail ou le numéro de téléphone. Operational Forms Formulaire de Changement de Coordonnées Personnelles UPE PR 12836
UPE Pay-By-Link Euro	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account inEuro, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, United Kingdom (UK)	Non Product Specific	FOS	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account inEuro, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UPE Pay-By-Link Euro UPE PR 12772
UPE Pay-By-Link US Dollar	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account inUS Dollar, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, United Kingdom (UK)	Non Product Specific	FOS	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account inUS Dollar, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UPE Pay-By-Link US Dollar UPE PR 12773
UPE Pay-By-Link Pound Sterling	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account in Pound Sterling, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, United Kingdom (UK)	Non Product Specific	FOS	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account in Pound Sterling, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UPE Pay-By-Link Pound Sterling UPE PR 12774
Client Information and Change of Details Form	This form is intended for most Utmost PanEurope dac customers who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number.	Finland (FI), France (FR), Italy (IT), Portugal (PT), Spain (ES), United Kingdom (UK)	Non Product Specific	FOS	This form is intended for most Utmost PanEurope dac customers who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number. Operational Forms Client Information and Change of Details Form UPE PR 12682
Formulaire d’arbitrage – Portefeuille en gestion conseillée	Formulaire d’arbitrage – Portefeuille en gestion conseillée Advisory Portfolio Dealing Instruction Form	France (FR)	Private Wealth Portfolio (PWP) France		Formulaire d’arbitrage – Portefeuille en gestion conseillée Advisory Portfolio Dealing Instruction Form Operational Forms Formulaire d’arbitrage – Portefeuille en gestion conseillée UPE PR 12738
Client Information and Change of Details Form	This form is intended for Utmost PanEurope dac customers (with a Scottish Mutual International or Phoenix Life branded policy) who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number.		Non Product Specific	FOS	This form is intended for Utmost PanEurope dac customers (with a Scottish Mutual International or Phoenix Life branded policy) who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number. Operational Forms Client Information and Change of Details Form UPE PR 12745
PWP France – Nomination of Investment Adviser	PWP France – Nomination of Investment Adviser	France (FR)	Private Wealth Portfolio (PWP) France	FOS	PWP France – Nomination of Investment Adviser Operational Forms PWP France – Nomination of Investment Adviser UPE PR 12675
Apex France Nomination of Discretionary Fund Manager, Platform or Custodian	This form can be used to nominate a Discretionary Fund Manager, Platform or Custodian to assist you with your Apex France policy	France (FR)	Apex (France)	FOS	This form can be used to nominate a Discretionary Fund Manager, Platform or Custodian to assist you with your Apex France policy Operational Forms Apex France Nomination of Discretionary Fund Manager, Platform or Custodian UPE PR 00204
Apex France Guide for Additional Single Premium	Please use this application form to add additional single premium to Apex France.	France (FR)	Apex (France)	FOS	Please use this application form to add additional single premium to Apex France. Operational Forms Apex France Guide for Additional Single Premium UPE PR 00163
Apex France – Dealing account overdraft clearance instruction form	This form can be used to request an overdraft clearance for your Apex France Dealing Account.	France (FR)	Apex (France)	FOS	This form can be used to request an overdraft clearance for your Apex France Dealing Account. Operational Forms Apex France – Dealing account overdraft clearance instruction form UPE PR 00141
Apex France – Dealing instruction	This form should be used to buy and/or sell External Assets linked to your Policy. It cannot be used to buy or sell assets held by a Discretionary Fund Manager or those held on a Platform.	France (FR)	Apex (France)	FOS	This form should be used to buy and/or sell External Assets linked to your Policy. It cannot be used to buy or sell assets held by a Discretionary Fund Manager or those held on a Platform. Operational Forms Apex France – Dealing instruction UPE PR 00130
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)	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 DGT Absolute Trust Deed	This Trust Deed is to be used to convert an existing Delegation bond into a Discounted Gift Trust.	United Kingdom (UK)	Delegation	FOS	This Trust Deed is to be used to convert an existing Delegation bond into a Discounted Gift Trust. Operational Forms Delegation DGT Absolute Trust Deed UPE PR 00091
Delegation DGT Discretionary Trust Deed	This Trust Deed is to be used to convert an existing Delegation bond into a Discounted Gift Trust.	United Kingdom (UK)	Delegation	FOS	This Trust Deed is to be used to convert an existing Delegation bond into a Discounted Gift Trust. Operational Forms Delegation DGT Discretionary Trust Deed UPE PR 00092
Switch Instruction form	This Switch Instruction Form outlines the bond switch details along with the bond owners, both personal and corporate investors.For products formerly Scottish Mutual International.		Non Product Specific		This Switch Instruction Form outlines the bond switch details along with the bond owners, both personal and corporate investors.For products formerly Scottish Mutual International. Operational Forms Switch Instruction form UIC PR 00189
Retirement Request Form – Personal Pension Plans	This retirement request form includes a list of options available on retirement and discharge for non-pension payments.This form is used with a small number of older products.		Non Product Specific		This retirement request form includes a list of options available on retirement and discharge for non-pension payments.This form is used with a small number of older products. Operational Forms Retirement Request Form – Personal Pension Plans UIC PR 00188
Executive Pension Request to Transfer to an Approved Retirement Fund	Request to transfer the fund or part of the fund accrued under the scheme or scheme(s) in respect of the Member’s retirement benefits to an approved retirement fund.	Europe Expat, United Kingdom (UK)	Non Product Specific	FOS	Request to transfer the fund or part of the fund accrued under the scheme or scheme(s) in respect of the Member’s retirement benefits to an approved retirement fund. Operational Forms Executive Pension Request to Transfer to an Approved Retirement Fund UIC PR 00185
Overseas Transfer Declaration	Declaration form to confirm that the transfer request conforms to the requirements of the Occupational Pension Schemes and Personal Retirement Savings Accounts and is for bona fide purpose.	Europe Expat, United Kingdom (UK)	Non Product Specific	FOS	Declaration form to confirm that the transfer request conforms to the requirements of the Occupational Pension Schemes and Personal Retirement Savings Accounts and is for bona fide purpose. Operational Forms Overseas Transfer Declaration UIC PR 00183
Switch Instruction Form	This Switch Instruction Form can be used to capture the bond switch details along with the bond owners for both personal and corporate investors.	Europe Expat, United Kingdom (UK)	Non Product Specific	FOS	This Switch Instruction Form can be used to capture the bond switch details along with the bond owners for both personal and corporate investors. Operational Forms Switch Instruction Form UIC PR 00170
Dealing Instructions Form	This form is used for dealing instructions carried out wherever possible, at the next available price immediately following receipt by Utmost PanEurope dac of these duly completed instructions.		Non Product Specific		This form is used for dealing instructions carried out wherever possible, at the next available price immediately following receipt by Utmost PanEurope dac of these duly completed instructions. Operational Forms Dealing Instructions Form UIC PR 00156
Declaration of Loss of Plan Schedule	For Products formerly Scottish Mutual International this form is used to declare the loss of Plan Schedule and any owners of the bond, both personal and corporate investors.	Germany (DE)	Non Product Specific	FOS	For Products formerly Scottish Mutual International this form is used to declare the loss of Plan Schedule and any owners of the bond, both personal and corporate investors. Operational Forms Declaration of Loss of Plan Schedule UIC PR 00158
Discounted Gift Trust for Conversion of an Existing Selection Bond – Absolute Trust	This trust deed is designed to be used only with pre-existing Selection bonds (written on a capital redemption basis and issued at least 12 months ago) now being converted to a discounted gift trust arrangement.	United Kingdom (UK)	Selection	FOS	This trust deed is designed to be used only with pre-existing Selection bonds (written on a capital redemption basis and issued at least 12 months ago) now being converted to a discounted gift trust arrangement. Operational Forms Discounted Gift Trust for Conversion of an Existing Selection Bond – Absolute Trust UI PR 00117
Multi-Product Open Architecture Dealing Instruction Form (UWS)	This form can be used for Utmost International Isle of Man Limited Evolution and Estate Planning Bond policies and Utmost PanEurope dac Selection and Generation Planning Bond policies.This form can also be used for Utmost PanEurope dac’s ex-Athora Open Architecture and ex-Aviva International Premier Portfolio policies.	United Kingdom (UK)	Estate Planning Bond, Evolution, Generation Planning Bond		This form can be used for Utmost International Isle of Man Limited Evolution and Estate Planning Bond policies and Utmost PanEurope dac Selection and Generation Planning Bond policies.This form can also be used for Utmost PanEurope dac’s ex-Athora Open Architecture and ex-Aviva International Premier Portfolio policies. Operational Forms Multi-Product Open Architecture Dealing Instruction Form (UWS) IOM PR 0042
Assignment of Policies Form	This form should be used for assigning ownership of segments to an individual including slitting out segments to from a new bond.This is not for use with exQuilter policies.	United Kingdom (UK)	Non Product Specific	FOS	This form should be used for assigning ownership of segments to an individual including slitting out segments to from a new bond.This is not for use with exQuilter policies. Operational Forms Assignment of Policies Form IOM PR 0015
Switch of Investment Objective and/or Risk Profile Form for Delegation only	Switch of investment objective and/or risk profile form for Utmost PanEurope dac’s Delegation product only.	United Kingdom (UK)	Delegation	FOS	Switch of investment objective and/or risk profile form for Utmost PanEurope dac’s Delegation product only. Operational Forms Switch of Investment Objective and/or Risk Profile Form for Delegation only ALE PR 0022
Utmost PanEurope Terms of Business Statement and Application Form for Intermediaries	These Terms of Business regulate the relationship between Utmost PanEurope dac and the intermediary whose details are set out on the signatory page of these Terms of Business which are for the UK market.	United Kingdom (UK)	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
Delegation – Investor Declaration and Non-Mainstream Pooled Investments (NMPIS) Opt in Form	Investor declaration and non-mainstream pooled investments opt-in form for Utmost PanEurope dac’s Delegation product.	United Kingdom (UK)	Delegation		Investor declaration and non-mainstream pooled investments opt-in form for Utmost PanEurope dac’s Delegation product. Operational Forms Delegation – Investor Declaration and Non-Mainstream Pooled Investments (NMPIS) Opt in Form ALE PR 0020
Nomination of External Manager and or Custodian Form for Delegation	Nomination of external manager and or custodian form for Utmost PanEurope dac’s Delegation product.	United Kingdom (UK)	Delegation		Nomination of external manager and or custodian form for Utmost PanEurope dac’s Delegation product. Operational Forms Nomination of External Manager and or Custodian Form for Delegation ALE PR 0021
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)	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
Assignment of Policies form	Assignment of policies	United Kingdom (UK)	Delegation, Selection	FOS	Assignment of policies Operational Forms Assignment of Policies form ALE PR 0017
Nomination of Investment Adviser Form for Generation Planning Bond and Selection	Selection nomination of external manager and/or custodian form for use with Utmost PanEurope dac’s Selection bonds only.	United Kingdom (UK)	Generation Planning Bond, Selection	FOS	Selection nomination of external manager and/or custodian form for use with Utmost PanEurope dac’s Selection bonds only. Operational Forms Nomination of Investment Adviser Form for Generation Planning Bond and Selection ALE PR 0016
Appointment of Financial Adviser Form	Please use this for to appoint a financial adviser for Utmost PanEurope dac’s Selection product.	United Kingdom (UK)	Selection	FOS	Please use this for to appoint a financial adviser for Utmost PanEurope dac’s Selection product. Operational Forms Appointment of Financial Adviser Form ALE PR 0019
Dealing Account – Overdraft Clearance Instruction Form	Please use this form to inform Utmost on what actions you would like to take in order to clear your overdraft.	United Kingdom (UK)	Estate Planning Bond, Evolution, Family Legacy Bond, Selection	FOS	Please use this form to inform Utmost on what actions you would like to take in order to clear your overdraft. Operational Forms Dealing Account – Overdraft Clearance Instruction Form ALE PR 0018

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