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Insurer: Ireland

Product: Delegation

Documents

Title	Description	Market	Asset Type	Language	Regime	Process	Excerpt
Utmost Tax Guide for Individual Clients	Utmost tax guide for UK resident individual clients for use with Evolution, Estate Planning Bond, Delegation, Selection and Generation Planning Bond.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	Utmost tax guide for UK resident individual clients for use with Evolution, Estate Planning Bond, Delegation, Selection and Generation Planning Bond. Tax and regulatory Literature/technical sales aids and literature Utmost Tax Guide for Individual Clients AWI PR 0192
Direct Security Discretionary Solutions	This is a brochure explaining our Direct Security Discretionary Solutions.	United Kingdom (UK)	Marketing Collateral	English (EN)	FOS	Making a change to your policy, New Policy	This is a brochure explaining our Direct Security Discretionary Solutions. Marketing Collateral Direct Security Discretionary Solutions UWS PR 00280
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)	Operational Forms	English (EN)	FOS	Making a change to your policy, New Policy	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)	Operational Forms	English (EN)	FOS	New Policy	Delegation Guide to Trustee Application Form Operational Forms Delegation Guide to Trustee Application Form UPE PR 00122
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)	Operational Forms	English (EN)	FOS	Making a change to your policy	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)	Operational Forms	English (EN)	FOS	Making a change to your policy	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
Supplementary Application Form to Convert an Existing Delegation Bond into a Discounted Gift Trust with Utmost PanEurope dac	Application Form to request Utmost PanEurope to convert your existing Delegation Bond into a Discounted Gift Trust. It includes a questionnaire to gather the medical information we need to start initial underwriting. This form is only for use with a Delegation Bond and cannot be used with Selection Bonds or Bonds issued by Utmost International Isle of Man Limited.	United Kingdom (UK)	Application Form	English (EN)	FOS	Making a change to your policy, New Policy	Application Form to request Utmost PanEurope to convert your existing Delegation Bond into a Discounted Gift Trust. It includes a questionnaire to gather the medical information we need to start initial underwriting. This form is only for use with a Delegation Bond and cannot be used with Selection Bonds or Bonds issued by Utmost International Isle of Man Limited. Application Form Supplementary Application Form to Convert an Existing Delegation Bond into a Discounted Gift Trust with Utmost PanEurope dac UPE PR 00090
Delegation Product Snapshot	This document highlights the product features and benefits of investing into the Delegation bond.	United Kingdom (UK)	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	FOS	New Policy	This document highlights the product features and benefits of investing into the Delegation bond. Product Guides/Brochures/Snapshots and Training Materials Delegation Product Snapshot UI PR 0077
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)	Operational Forms	English (EN)		New Policy	You must read and sign this declaration should you wish to apply an additional premium investment to your existing bond without seeking financial advice. Operational Forms Execution Only Form for Additional Single Premium Applicants UI PR 00152
KID – Delegation Life	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	United Kingdom (UK)	Key Information Document	English (EN)	FOS	New Policy	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document KID – Delegation Life UI BR 0002
KID – Delegation Capital Redemption	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses .	United Kingdom (UK)	Key Information Document	English (EN)	FOS	New Policy	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses . Key Information Document KID – Delegation Capital Redemption UI BR 0001
Technical Sales Briefing – Why Use a Capital Redemption Bond?	This document details the benefits of a Capital Redemption Bond.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	This document details the benefits of a Capital Redemption Bond. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Why Use a Capital Redemption Bond? IOM PR 0002
International Portfolio Bonds at a glance – client infographic	The key Benefits of International Bonds.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)		New Policy	The key Benefits of International Bonds. Tax and regulatory Literature/technical sales aids and literature International Portfolio Bonds at a glance – client infographic AWI PR 0153
Technical Sales Briefing – Cash Forecasting – Making Bond Cash Management Easier	This document explains the process for Utmost International Isle of Man Limited’s Evolution and Estate Planning Bond and Utmost PanEurope dac’s Selection, Delegation and Generation Planning Bond.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	This document explains the process for Utmost International Isle of Man Limited’s Evolution and Estate Planning Bond and Utmost PanEurope dac’s Selection, Delegation and Generation Planning Bond. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Cash Forecasting – Making Bond Cash Management Easier AWI PR 0028
How can we help your client now, and in the future?	Infographic for Utmost International Isle of Man Limited and Utmost PanEurope dac UK products.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	Infographic for Utmost International Isle of Man Limited and Utmost PanEurope dac UK products. Tax and regulatory Literature/technical sales aids and literature How can we help your client now, and in the future? AWI PR 0002
Delegation at a Glance	This infographic highlights some of the key features of Utmost PanEurope dac’s Delegation bond.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	This infographic highlights some of the key features of Utmost PanEurope dac’s Delegation bond. Tax and regulatory Literature/technical sales aids and literature Delegation at a Glance ALE PR 0040
Delegation Approved Discretionary Fund Managers List	This document lists the approved Discretionary Fund Managers (DFMs) for Utmost PanEurope’s Delegation product.	United Kingdom (UK)	Investment literature/Strategies	English (EN)	FOS	Making a change to your policy, New Policy	This document lists the approved Discretionary Fund Managers (DFMs) for Utmost PanEurope’s Delegation product. Investment literature/Strategies Delegation Approved Discretionary Fund Managers List ALE PR 0034
Key features of Delegation	This is a summary of the key features of the Delegation Bond	United Kingdom (UK)	Right to Change Your Mind Forms and guides/KFD	English (EN)	FOS	New Policy	This is a summary of the key features of the Delegation Bond Right to Change Your Mind Forms and guides/KFD Key features of Delegation ALE PR 0032
Delegation – Product Guide	A client-facing guide detailing the features and benefits of the Delegation product.	United Kingdom (UK)	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	FOS	New Policy	A client-facing guide detailing the features and benefits of the Delegation product. Product Guides/Brochures/Snapshots and Training Materials Delegation – Product Guide ALE PR 0029
Delegation – A Summary for Financial Advisers	This is a summary of Delegation for Financial Advisers.	United Kingdom (UK)	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	FOS	New Policy	This is a summary of Delegation for Financial Advisers. Product Guides/Brochures/Snapshots and Training Materials Delegation – A Summary for Financial Advisers ALE PR 0028
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)	Operational Forms	English (EN)	FOS	Making a change to your policy, New Policy	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
Investor Declaration Form for Delegation and Selection	Investor declaration form for Utmost PanEurope dac’s Delegation and Selection.	United Kingdom (UK)	Operational Forms	English (EN)	FOS	New Policy	Investor declaration form for Utmost PanEurope dac’s Delegation and Selection. Operational Forms Investor Declaration Form for Delegation and Selection ALE PR 0024
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)	Operational Forms	English (EN)	FOS	New Policy	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
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)	Operational Forms	English (EN)	FOS	Making a change to your policy	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
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)	Operational Forms	English (EN)	FOS	Making a change to your policy	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
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)	Operational Forms	English (EN)		Making a change to your policy	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
Assignment of Policies form	Assignment of policies	United Kingdom (UK)	Operational Forms	English (EN)	FOS	Making a change to your policy	Assignment of policies Operational Forms Assignment of Policies form ALE PR 0017
Application Form for Individual Applicants resident in the UK for Delegation with Utmost PanEurope dac	Application Form for Individual Applicants resident in the UK for Delegation with Utmost PanEurope dac.	United Kingdom (UK)	Application Form	English (EN)	FOS	New Policy	Application Form for Individual Applicants resident in the UK for Delegation with Utmost PanEurope dac. Application Form Application Form for Individual Applicants resident in the UK for Delegation with Utmost PanEurope dac ALE PR 0014
Delegation suitability paragraphs	These sample paragraphs and their content are for your information and consideration only.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)		Making a change to your policy, New Policy	These sample paragraphs and their content are for your information and consideration only. Tax and regulatory Literature/technical sales aids and literature Delegation suitability paragraphs ALE PR 0008
Application Form for Delegation Additional Single Premium Investment for Trustee and Corporate Trustee Policyholders with Utmost PanEurope dac	Application Form for Trustee and Corporate Trustee Policyholders who wish to apply for Delegation Additional Single Premium Investment with Utmost PanEurope dac.	United Kingdom (UK)	Application Form	English (EN)	FOS	Making a change to your policy	Application Form for Trustee and Corporate Trustee Policyholders who wish to apply for Delegation Additional Single Premium Investment with Utmost PanEurope dac. Application Form Application Form for Delegation Additional Single Premium Investment for Trustee and Corporate Trustee Policyholders with Utmost PanEurope dac ALE PR 0007
Application Form for Delegation for Trustee and Corporate Trustee Applicants resident in the United Kingdom	Application Form for Trustee and Corporate Trustee Policyholders, resident in the UK who wish to apply for Delegation with Utmost PanEurope dac.	United Kingdom (UK)	Application Form	English (EN)	FOS	New Policy	Application Form for Trustee and Corporate Trustee Policyholders, resident in the UK who wish to apply for Delegation with Utmost PanEurope dac. Application Form Application Form for Delegation for Trustee and Corporate Trustee Applicants resident in the United Kingdom ALE PR 0006
Application Form for Delegation Additional Single Premium Investment for Individual Policyholders with Utmost PanEurope dac	Application Form for Individual Policyholders who wish to apply for Delegation Additional Single Premium Investment with Utmost PanEurope dac.	United Kingdom (UK)	Application Form	English (EN)	FOS	Making a change to your policy	Application Form for Individual Policyholders who wish to apply for Delegation Additional Single Premium Investment with Utmost PanEurope dac. Application Form Application Form for Delegation Additional Single Premium Investment for Individual Policyholders with Utmost PanEurope dac ALE PR 0005

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