Document Library

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Insurer: Ireland

Process: New Policy

Language: English (EN)

Documents

Title	Description	Market	Asset Type	Product	Regime	Excerpt
Utmost Guide to the Taxation of International Portfolio Bonds (adviser)	The purpose of this guide is to explain the ways in which the proceeds from your client’s international portfolio bond may be taxed. We also cover how UK income tax will be calculated when proceeds are taken, including the effects of top-slicing relief, time-apportioned reductions and other aspects of UK taxation.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific		The purpose of this guide is to explain the ways in which the proceeds from your client’s international portfolio bond may be taxed. We also cover how UK income tax will be calculated when proceeds are taken, including the effects of top-slicing relief, time-apportioned reductions and other aspects of UK taxation. Tax and regulatory Literature/technical sales aids and literature Utmost Guide to the Taxation of International Portfolio Bonds (adviser) AWI PR 0027
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	Delegation, Estate Planning Bond, Evolution, Generation Planning Bond, Selection	FOS	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
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)	Operational Forms	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)	Operational Forms	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)	Operational Forms	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
Lifestyle Trust – Options at Vesting Date	Lifestyle Trust – Options at Vesting Date	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific		Lifestyle Trust – Options at Vesting Date Tax and regulatory Literature/technical sales aids and literature Lifestyle Trust – Options at Vesting Date UWSQ PR \| 25104
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)	Operational Forms	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
Lifestyle Trust FAQs (Intermediary)	This sales aid aims to answer any questions an Adviser may have about the Lifestyle Trust.	Middle East, Rest of the World, United Kingdom (UK)	Product Guides/Brochures/Snapshots and Training Materials	Non Product Specific	FOS	This sales aid aims to answer any questions an Adviser may have about the Lifestyle Trust. Product Guides/Brochures/Snapshots and Training Materials Lifestyle Trust FAQs (Intermediary) UWSQ PR \| 25097
Lifestyle Trust FAQs (Client)	This question and answer document aims to answer any questions a client may have about the Lifestyle Trust.	Middle East, Rest of the World, United Kingdom (UK)	Product Guides/Brochures/Snapshots and Training Materials	Non Product Specific	FOS	This question and answer document aims to answer any questions a client may have about the Lifestyle Trust. Product Guides/Brochures/Snapshots and Training Materials Lifestyle Trust FAQs (Client) UWSQ PR \| 25098
Lifestyle Trust Client Brochure	This brochure helps explain how the Lifestyle Trust can be used for inheritance tax planning with either an Utmost International Isle of Man Limited or Utmost PanEurope dac bond.	Middle East, Rest of the World, United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This brochure helps explain how the Lifestyle Trust can be used for inheritance tax planning with either an Utmost International Isle of Man Limited or Utmost PanEurope dac bond. Tax and regulatory Literature/technical sales aids and literature Lifestyle Trust Client Brochure UWSQ PR \| 25096
Lifestyle Trust Adviser Brochure	This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about.	Europe Expat, Middle East, Rest of the World, Singapore (SG), United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about. Tax and regulatory Literature/technical sales aids and literature Lifestyle Trust Adviser Brochure UWSQ PR \| 25093
Deed of Assignment (Assignments to or from Corporate Entities)	With this deed you can assign a policy to or from a corporate entity. For use with a policy issued under Isle of Man or English law.	Europe Expat, Middle East, Rest of the World, Singapore (SG), United Kingdom (UK)	Trust Literature	Non Product Specific	FOS	With this deed you can assign a policy to or from a corporate entity. For use with a policy issued under Isle of Man or English law. Trust Literature Deed of Assignment (Assignments to or from Corporate Entities) UWSQ PR \| 21051
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)	Operational Forms	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)	Operational Forms	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	Operational Forms	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)	Operational Forms	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
The Real Benefit of Gross Roll-Up	This document is directed at professional advisers and shows how international bonds benefit from gross roll-up.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This document is directed at professional advisers and shows how international bonds benefit from gross roll-up. Tax and regulatory Literature/technical sales aids and literature The Real Benefit of Gross Roll-Up UWSQ PR \| 20017
The Super Six – Tax Benefits of a Portfolio Bond for UK Expatriates	This document provides a high-level summary of some of the key UK taxation benefits which an offshore bond can provide to a UK expatriate investor.	Europe Expat, Middle East, Rest of the World, Singapore (SG)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This document provides a high-level summary of some of the key UK taxation benefits which an offshore bond can provide to a UK expatriate investor. Tax and regulatory Literature/technical sales aids and literature The Super Six – Tax Benefits of a Portfolio Bond for UK Expatriates UWSQ PR \| 18985
Portfolio Bond Transaction Account Overdraft Limit	The published overdraft limit of transaction accounts for applicable portfolio bonds.	Europe Expat, Hong Kong (HK), Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK)	Operational Forms	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
Tax Information for Irish Residents	This document provides a high-level summary of the tax that applies to a life or redemption bond issued by a UK, Isle of Man or Ireland Insurer when held by a policyholder who becomes resident in Ireland.	Europe Expat	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific		This document provides a high-level summary of the tax that applies to a life or redemption bond issued by a UK, Isle of Man or Ireland Insurer when held by a policyholder who becomes resident in Ireland. Tax and regulatory Literature/technical sales aids and literature Tax Information for Irish Residents UWSQ PR \| 13464
How to Complete the Second Schedule	Sales aid explaining how the Second Schedule of the Lifestyle Trust Deed should be completed.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	Sales aid explaining how the Second Schedule of the Lifestyle Trust Deed should be completed. Tax and regulatory Literature/technical sales aids and literature How to Complete the Second Schedule UWSQ PR \| 13050
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)	Operational Forms	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)	Operational Forms	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)	Operational Forms	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
Stockbroker and custody charges	This sales aid shows the stockbroker and custody charges that may apply on Portfolio Bonds.		Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This sales aid shows the stockbroker and custody charges that may apply on Portfolio Bonds. Tax and regulatory Literature/technical sales aids and literature Stockbroker and custody charges UWSQ PR \| 11251
Authorised Custodian Model Guide – Singapore	A guide to help you understand our Authorised Custodian Model.	Singapore (SG)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific		A guide to help you understand our Authorised Custodian Model. Tax and regulatory Literature/technical sales aids and literature Authorised Custodian Model Guide – Singapore UWSQ PR \| 11367
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)	Operational Forms	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)	Operational Forms	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)	Operational Forms	Non Product Specific		This form is to be used when Wealth Interactive status is awaiting payment. Operational Forms Cheque Processing Form UWSQ PR \| 09466
Wealth Interactive Third Party and Other Users Matrix	A quick user guide showing what functionality is available to each user role	Europe Expat, Singapore (SG), United Kingdom (UK)	Product Guides/Brochures/Snapshots and Training Materials	Non Product Specific	FOS	A quick user guide showing what functionality is available to each user role Product Guides/Brochures/Snapshots and Training Materials Wealth Interactive Third Party and Other Users Matrix UWSQ PR \| 09254
Stay In Touch with your Investments with Wealth Interactive	A client brochure promoting the benefits of using Wealth Interactive online service.	Europe Expat, Middle East, Rest of the World	Guides and Supporting Documents	Non Product Specific	FOS	A client brochure promoting the benefits of using Wealth Interactive online service. Guides and Supporting Documents Stay In Touch with your Investments with Wealth Interactive UWSQ PR \| 09033
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)	Operational Forms	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
Terms and Conditions for Utmost International’s Online Services (Financial Adviser)	Terms and Conditions for our online services to be read in conjunction with the relevant intermediary terms of business.	Europe Expat, Middle East, Rest of the World, Singapore (SG), United Kingdom (UK)	Guides and Supporting Documents	Non Product Specific	FOS	Terms and Conditions for our online services to be read in conjunction with the relevant intermediary terms of business. Guides and Supporting Documents Terms and Conditions for Utmost International’s Online Services (Financial Adviser) UWSQ PR \| 08340
Qualifying Non-UK Pension Scheme Brochure – for a Flexible Future	This brochure provides information about overseas pension schemes that comply with Qualifying Non-UK Pension Scheme rules.	Europe Expat, Middle East, Rest of the World, Singapore (SG), United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This brochure provides information about overseas pension schemes that comply with Qualifying Non-UK Pension Scheme rules. Tax and regulatory Literature/technical sales aids and literature Qualifying Non-UK Pension Scheme Brochure – for a Flexible Future UWSQ PR \| 08077
Loan Trust Deed – Manx Law Discretionary Version – Limited Liability Form	Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man Limited investments.	Middle East, Rest of the World, United Kingdom (UK)	Trust Literature	Non Product Specific	FOS	Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man Limited investments. Trust Literature Loan Trust Deed – Manx Law Discretionary Version – Limited Liability Form UWSQ PR \| 07507
Intermediary Registration Application QINTL IOM and QII	Intermediary Registration Application IOM and QII – for non UK intermediaries only	United Kingdom (UK)	Operational Forms	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
Technical Sales Briefing – Order of Gifts	This briefing looks at various issues and scenarios around the order of making gifts and attempts to explain what steps can be taken to help ensure the most beneficial result for all.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This briefing looks at various issues and scenarios around the order of making gifts and attempts to explain what steps can be taken to help ensure the most beneficial result for all. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Order of Gifts UWS PR 0193
UK Inheritance tax (IHT)	Infographic to raise awareness of IHT.	United Kingdom (UK)	Marketing Collateral	Non Product Specific	FOS	Infographic to raise awareness of IHT. Marketing Collateral UK Inheritance tax (IHT) UWS PR 0168
Technical Sales Briefing – Finance Act 2006 and Interest in Possession (IIP) Trusts	Technical Sales Briefing on the Finance Act 2006 and Interest in Possession (IIP) Trusts	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific		Technical Sales Briefing on the Finance Act 2006 and Interest in Possession (IIP) Trusts Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Finance Act 2006 and Interest in Possession (IIP) Trusts UWS PR 0139
Technical Sales Briefing – Personal Representatives and the Payment of Tax on Death	This Technical Sales Briefing looks at the income tax position on the death of a policy owner and the role of the PRs and includes comment on how single premium bonds can be set up to provide planning opportunities to manage the incidence of chargeable events.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific		This Technical Sales Briefing looks at the income tax position on the death of a policy owner and the role of the PRs and includes comment on how single premium bonds can be set up to provide planning opportunities to manage the incidence of chargeable events. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Personal Representatives and the Payment of Tax on Death UWS PR 0066
Inheritance Tax Liability and the Statutory Residence Test	This guide explains Domicile, Remittance Basis and Excluded Property Trust.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This guide explains Domicile, Remittance Basis and Excluded Property Trust. Tax and regulatory Literature/technical sales aids and literature Inheritance Tax Liability and the Statutory Residence Test UWS PR 0105
Quick guide to trusts	Sales aid addressing some of the common misconceptions and issues faced with being a trustee.	United Kingdom (UK)	Guides and Supporting Documents	Non Product Specific	FOS	Sales aid addressing some of the common misconceptions and issues faced with being a trustee. Guides and Supporting Documents Quick guide to trusts UWS PR 0051
UWS Impact of Charges for Advice on your Policy	Charges for advice and/or related services are agreed between you and your adviser.This guide is designed to be used where you have added a charge for advice to your policy or have changed the existing level of adviser charges being paid. It explains the impact charges for advice will have on the value of your policy over time.	United Kingdom (UK)	Product Guides/Brochures/Snapshots and Training Materials	Non Product Specific	FOS	Charges for advice and/or related services are agreed between you and your adviser.This guide is designed to be used where you have added a charge for advice to your policy or have changed the existing level of adviser charges being paid. It explains the impact charges for advice will have on the value of your policy over time. Product Guides/Brochures/Snapshots and Training Materials UWS Impact of Charges for Advice on your Policy UWS PR 00468
Trust Register Internal Form	Trust Register Internal Form	United Kingdom (UK)	Trust Literature	Non Product Specific	FOS	Trust Register Internal Form Trust Literature Trust Register Internal Form UWS PR 00463
Technical Sales Briefing – International Investment Bonds and VAT Exempt DFM Service for Ireland	This Technical Sales Briefing has been designed to explain the background to the publication of the Irish Revenue, including the differences in the two tax codes and the effect of this guidance on both conventional international investment bonds and bonds.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific		This Technical Sales Briefing has been designed to explain the background to the publication of the Irish Revenue, including the differences in the two tax codes and the effect of this guidance on both conventional international investment bonds and bonds. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – International Investment Bonds and VAT Exempt DFM Service for Ireland UWS PR 0046
Pay-By-Link Guia De Usuário	Utmost Wealth Solutions Pay-By-Link Guia De Usuário		Guides and Supporting Documents	Non Product Specific		Utmost Wealth Solutions Pay-By-Link Guia De Usuário Guides and Supporting Documents Pay-By-Link Guia De Usuário UWS PR 00449
External Manager, Custodian and Platform Agreement List	This document is applicable for the following products only: Utmost PanEurope dac’s Selection and Generation Planning Bond as well as Utmost International Isle of Man Limited’s Evolution and Estate Planning Bond.	United Kingdom (UK)	Investment literature/Strategies	Estate Planning Bond, Evolution, Generation Planning Bond, Selection	FOS	This document is applicable for the following products only: Utmost PanEurope dac’s Selection and Generation Planning Bond as well as Utmost International Isle of Man Limited’s Evolution and Estate Planning Bond. Investment literature/Strategies External Manager, Custodian and Platform Agreement List UWS PR 00388
Residence Nil Rate Band (RNRB) Quick Guide – Infographic	This guide contain references to the appropriate page numbers from our technical briefing on RNRB.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This guide contain references to the appropriate page numbers from our technical briefing on RNRB. Tax and regulatory Literature/technical sales aids and literature Residence Nil Rate Band (RNRB) Quick Guide – Infographic UWS PR 0036
Technical Sales Briefing – Trust Registration Service	This document details change to the UK Trust Registration Service (TRS)	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This document details change to the UK Trust Registration Service (TRS) Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Trust Registration Service UWS PR 00282
UK Onshore and Overseas Comparison – Technical Sales Briefing	This document offers a comparison between UK Offshore and Overseas.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This document offers a comparison between UK Offshore and Overseas. Tax and regulatory Literature/technical sales aids and literature UK Onshore and Overseas Comparison – Technical Sales Briefing UWS PR 00277
Direct Security Discretionary Solutions	This is a brochure explaining our Direct Security Discretionary Solutions.	United Kingdom (UK)	Marketing Collateral	Delegation, Private Wealth Portfolio - UK	FOS	This is a brochure explaining our Direct Security Discretionary Solutions. Marketing Collateral Direct Security Discretionary Solutions UWS PR 00280
Overseas Insurance Bonds as Trust Investments	This briefing document looks at why bonds issued from overseas insurers can be a highly effective investment vehicle for a UK resident trust.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This briefing document looks at why bonds issued from overseas insurers can be a highly effective investment vehicle for a UK resident trust. Tax and regulatory Literature/technical sales aids and literature Overseas Insurance Bonds as Trust Investments UWS \| 05097
Tax Declaration and Self-Certification for Trusts	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for trusts where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust.	Not country specific	Tax and regulatory Literature/technical sales aids and literature	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 trusts where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust. Tax and regulatory Literature/technical sales aids and literature Tax Declaration and Self-Certification for Trusts UTSQ PR \| 20885
Additional Requirements Application Form to be used by Trustee Applicants for the Spanish Collective Investment Bond with Utmost PanEurope dac	Additional Requirements Application Form to be used by Trustee Applicants for the Spanish Collective Investment Bond.	Spain (ES)	Application Form	Spanish Collective Investment Bond	FOS	Additional Requirements Application Form to be used by Trustee Applicants for the Spanish Collective Investment Bond. Application Form Additional Requirements Application Form to be used by Trustee Applicants for the Spanish Collective Investment Bond with Utmost PanEurope dac UPEQ PR 00003
Spanish Collective Investment Bond Snapshot (SCIB)	This document provides a snapshot of the Spanish Collective Investment Bond (SCIB). This is a document for financial advisers only.	Spain (ES)	Product Guides/Brochures/Snapshots and Training Materials	Spanish Collective Investment Bond	FOS	This document provides a snapshot of the Spanish Collective Investment Bond (SCIB). This is a document for financial advisers only. Product Guides/Brochures/Snapshots and Training Materials Spanish Collective Investment Bond Snapshot (SCIB) UPEQ PR \| 52028
Application Form for New Business and Top-Up into French Executive Portfolio with Utmost PanEurope dac	Application Form can for Individual and Joint Investors wishing to invest in the French Executive Portfolio. For New Business and Top-Ups. Please note that you will also need to fill out the Tax Declaration and Self Certification document, if applicable.	Europe Expat	Application Form	Non Product Specific	FOS	Application Form can for Individual and Joint Investors wishing to invest in the French Executive Portfolio. For New Business and Top-Ups. Please note that you will also need to fill out the Tax Declaration and Self Certification document, if applicable. Application Form Application Form for New Business and Top-Up into French Executive Portfolio with Utmost PanEurope dac UPEQ PR \| 20562
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	Operational Forms	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)	Operational Forms	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
Tax Benefits of the Spanish Collective Investment Bond Guide	This guide details the benefits of investing in a Spanish compliant policy, such as the Spanish Collective Investment Bond for your expat clients living in Spain, rather than a non-compliant policy.	Spain (ES)	Tax and regulatory Literature/technical sales aids and literature	Spanish Collective Investment Bond	FOS	This guide details the benefits of investing in a Spanish compliant policy, such as the Spanish Collective Investment Bond for your expat clients living in Spain, rather than a non-compliant policy. Tax and regulatory Literature/technical sales aids and literature Tax Benefits of the Spanish Collective Investment Bond Guide UPEQ PR \| 18741
Policy Terms and Conditions for the Swedish Executive Portfolio – PRIIPs	Policy Terms and Conditions for Utmost PanEurope dac’s Swedish Executive Portfolio – PRIIPs.	Sweden (SE)	Policy Conditions	Swedish Executive Portfolio – PRIIPs	FOS	Policy Terms and Conditions for Utmost PanEurope dac’s Swedish Executive Portfolio – PRIIPs. Policy Conditions Policy Terms and Conditions for the Swedish Executive Portfolio – PRIIPs UPEQ PR \| 14495
Policy Terms and Conditions for European Executive Investment Bond – PRIIPs	Policy Terms and Conditions for Utmost PanEurope dac’s European Executive Investment Bond – PRIIPs.	Malta (MT)	Policy Conditions	European Executive Investment Bond – PRIIPs	FOS	Policy Terms and Conditions for Utmost PanEurope dac’s European Executive Investment Bond – PRIIPs. Policy Conditions Policy Terms and Conditions for European Executive Investment Bond – PRIIPs UPEQ PR \| 14489
Företagsansökan ansökningsblankett (Swedish Executive Portfolio Application Form for Corporate Investors) Utmost PanEurope dac	Application Form for Corporate Investors wishing to invest in the Swedish Executive Portfolio – PRIIPs. This application is bilingual. Please note that you will also need to fill out the Tax Declaration and Self Certification document.	Sweden (SE)	Application Form	Swedish Executive Portfolio – PRIIPs	FOS	Application Form for Corporate Investors wishing to invest in the Swedish Executive Portfolio – PRIIPs. This application is bilingual. Please note that you will also need to fill out the Tax Declaration and Self Certification document. Application Form Företagsansökan ansökningsblankett (Swedish Executive Portfolio Application Form for Corporate Investors) Utmost PanEurope dac UPEQ PR \| 14438
Privatansökan ansökningsblankett (Swedish Executive Portfolio Application Form for Individual Investors) Utmost PanEurope dac	Application Form for Individual Investors wishing to invest in the Swedish Executive Portfolio – PRIIPs. This application is bilingual. Please note that you will also need to fill out the Tax Declaration and Self Certification document.	Sweden (SE)	Application Form	Swedish Executive Portfolio – PRIIPs	FOS	Application Form for Individual Investors wishing to invest in the Swedish Executive Portfolio – PRIIPs. This application is bilingual. Please note that you will also need to fill out the Tax Declaration and Self Certification document. Application Form Privatansökan ansökningsblankett (Swedish Executive Portfolio Application Form for Individual Investors) Utmost PanEurope dac UPEQ PR \| 14437
Application Form for Spanish Collective Investment Bond (under Spanish Law) for Individual, Joint and Corporate Investors with Utmost PanEurope dac	Application Form for Spanish Residents under Spanish Law, for Individual, Joint and Corporate Investors to the Spanish Collective Investment Bond. Please note that you will also need to fill out the Tax Declaration and Self Certification document.	Spain (ES)	Application Form	Spanish Collective Investment Bond	FOS	Application Form for Spanish Residents under Spanish Law, for Individual, Joint and Corporate Investors to the Spanish Collective Investment Bond. Please note that you will also need to fill out the Tax Declaration and Self Certification document. Application Form Application Form for Spanish Collective Investment Bond (under Spanish Law) for Individual, Joint and Corporate Investors with Utmost PanEurope dac UPEQ PR \| 14433
Swedish Executive Portfolio – PRIIPs Key Information Document	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.	Sweden (SE)	Key Information Document	Swedish Executive Portfolio – PRIIPs	FOS	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 Swedish Executive Portfolio – PRIIPs Key Information Document UPEQ PR \| 14062
Spanish Collective Investment Bond – Key Information Document	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.	Spain (ES)	Key Information Document	Spanish Collective Investment Bond	FOS	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 Spanish Collective Investment Bond – Key Information Document UPEQ PR \| 14059
European Executive Investment Bond – Key Information Document	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.	Malta (MT)	Key Information Document	European Executive Investment Bond – PRIIPs	FOS	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 European Executive Investment Bond – Key Information Document UPEQ PR \| 14040
Ansökan om tilläggsinvestering till din Swedish Executive Portfolio (Top-up Form) with Utmost PanEurope dac	Gäller för privatägd, samt företagsägd försäkring. Please use this form if you would like to add an additional lump sum to an existing Swedish Executive Portfolio. This form can be used for Individual and Corporate Investors. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document, if applicable.	Sweden (SE)	Application Form	Swedish Executive Portfolio – PRIIPs	FOS	Gäller för privatägd, samt företagsägd försäkring. Please use this form if you would like to add an additional lump sum to an existing Swedish Executive Portfolio. This form can be used for Individual and Corporate Investors. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document, if applicable. Application Form Ansökan om tilläggsinvestering till din Swedish Executive Portfolio (Top-up Form) with Utmost PanEurope dac UPEQ PR \| 12857
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)	Operational Forms	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)	Operational Forms	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)	Operational Forms	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
Swedish Executive Portfolio Client Brochure (English)	Client product brochure promoting the benefits of the Swedish Executive Portfolio.	Sweden (SE)	Product Guides/Brochures/Snapshots and Training Materials	Swedish Executive Portfolio – PRIIPs		Client product brochure promoting the benefits of the Swedish Executive Portfolio. Product Guides/Brochures/Snapshots and Training Materials Swedish Executive Portfolio Client Brochure (English) UPEQ PR \| 11836
Ansökningsblankett för tillägg av ytterligare livförsäkrad (Adding an Additional Life Assured) with Utmost PanEurope dac. Bilingual Swedish and English.	Application Form for Swedish Executive Portfolio to include an Additional Life Assured. Bilingual Swedish and English.	Sweden (SE)	Application Form	Swedish Executive Portfolio – PRIIPs	FOS	Application Form for Swedish Executive Portfolio to include an Additional Life Assured. Bilingual Swedish and English. Application Form Ansökningsblankett för tillägg av ytterligare livförsäkrad (Adding an Additional Life Assured) with Utmost PanEurope dac. Bilingual Swedish and English. UPEQ PR \| 11828
Application Form for European Wealth Bond with Utmost PanEurope dac	Application Form for Individual, Trustee and Corporate Investors wishing to invest in the European Wealth Bond. Please note that you will also need to fill out the Tax Declaration and Self Certification document. This form can only be used for Top-Ups as this product is closed to new business.	United Kingdom (UK)	Application Form	Non Product Specific	FOS	Application Form for Individual, Trustee and Corporate Investors wishing to invest in the European Wealth Bond. Please note that you will also need to fill out the Tax Declaration and Self Certification document. This form can only be used for Top-Ups as this product is closed to new business. Application Form Application Form for European Wealth Bond with Utmost PanEurope dac UPEQ PR \| 11799
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)	Operational Forms	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
Blankett för investeringsinstruktion – Swedish Executive Portfolio Dealing Instruction Form UPE	Blankett för investeringsinstruktion – Swedish Executive Portfolio Dealing Instruction form UPE.	Sweden (SE)	Investment literature/Strategies	Swedish Executive Portfolio – PRIIPs		Blankett för investeringsinstruktion – Swedish Executive Portfolio Dealing Instruction form UPE. Investment literature/Strategies Blankett för investeringsinstruktion – Swedish Executive Portfolio Dealing Instruction Form UPE UPEQ PR \| 11693
European Executive Investment Bond at a glance	This at a glance document highlights the main features of the European Executive Investment Bond.	Malta (MT)	Tax and regulatory Literature/technical sales aids and literature	European Executive Investment Bond – PRIIPs	FOS	This at a glance document highlights the main features of the European Executive Investment Bond. Tax and regulatory Literature/technical sales aids and literature European Executive Investment Bond at a glance UPEQ PR \| 09349
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)	Operational Forms	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
Utmost PanEurope dac Banking Details	This document includes the banking details for Utmost PanEurope dac.	Europe Expat, Sweden (SE), United Kingdom (UK)	Guides and Supporting Documents	Non Product Specific		This document includes the banking details for Utmost PanEurope dac. Guides and Supporting Documents Utmost PanEurope dac Banking Details UPEQ PR \| 09144
Tax and Other Important Information for Gibraltar	This document provides the policyholder with important information before investing in the European Executive Investment Bond, European Collective Investment Bond or the European Capital Account provided by Utmost PanEurope dac.	Europe Expat	Tax and regulatory Literature/technical sales aids and literature	European Executive Investment Bond – PRIIPs	FOS	This document provides the policyholder with important information before investing in the European Executive Investment Bond, European Collective Investment Bond or the European Capital Account provided by Utmost PanEurope dac. Tax and regulatory Literature/technical sales aids and literature Tax and Other Important Information for Gibraltar UPEQ PR \| 08891
Tax and Other Important Information for Malta (for Malta Based Trustees Only)	This document provides the policyholder with important information before investing in the European Executive Investment Bond – PRIIPs or the European Collective Investment Bond – PRIIPs provided by Utmost PanEurope dac. Currently, we will only accept applications from Malta based trustees not Maltese resident individuals.	Malta (MT)	Tax and regulatory Literature/technical sales aids and literature	European Executive Investment Bond – PRIIPs, Non Product Specific	FOS	This document provides the policyholder with important information before investing in the European Executive Investment Bond – PRIIPs or the European Collective Investment Bond – PRIIPs provided by Utmost PanEurope dac. Currently, we will only accept applications from Malta based trustees not Maltese resident individuals. Tax and regulatory Literature/technical sales aids and literature Tax and Other Important Information for Malta (for Malta Based Trustees Only) UPEQ PR \| 08492
Policy Terms and Conditions for the Spanish Collective Investment Bond	Policy Terms and Conditions for Utmost PanEurope dac’s Spanish Collective Investment Bond.	Spain (ES)	Policy Conditions	Spanish Collective Investment Bond	FOS	Policy Terms and Conditions for Utmost PanEurope dac’s Spanish Collective Investment Bond. Policy Conditions Policy Terms and Conditions for the Spanish Collective Investment Bond UPEQ PR \| 07359
Spanish Collective Investment Bond – client brochure	Client brochure promoting the benefits of the Spanish Collective Investment Bond (SCIB).	Spain (ES)	Product Guides/Brochures/Snapshots and Training Materials	Spanish Collective Investment Bond	FOS	Client brochure promoting the benefits of the Spanish Collective Investment Bond (SCIB). Product Guides/Brochures/Snapshots and Training Materials Spanish Collective Investment Bond – client brochure UPEQ PR \| 07351
Tax and Other Important Information Guide for Cyprus	This document provides the applicant with important information before investing in the European Executive Investment Bond and the European Collective Investment Bond provided by Quilter International Ireland dac.	Europe Expat	Tax and regulatory Literature/technical sales aids and literature	European Executive Investment Bond – PRIIPs	FOS	This document provides the applicant with important information before investing in the European Executive Investment Bond and the European Collective Investment Bond provided by Quilter International Ireland dac. Tax and regulatory Literature/technical sales aids and literature Tax and Other Important Information Guide for Cyprus UPEQ PR \| 05716
Discounted Gift Trust Deed Form (English Law – Discretionary Version)	This deed should be used with ex-Quilter products or the following range of product types only: Executive Investment Bonds/Portfolios/Accounts (including European Collective Investment Bond), Wealth Portfolio Bonds, Managed Capital Accounts and Life Insurance Portfolios.	Europe Expat, Hong Kong (HK), Middle East, Singapore (SG)	Trust Literature	European Executive Investment Bond – PRIIPs, Executive Life Portfolio	FOS	This deed should be used with ex-Quilter products or the following range of product types only: Executive Investment Bonds/Portfolios/Accounts (including European Collective Investment Bond), Wealth Portfolio Bonds, Managed Capital Accounts and Life Insurance Portfolios. Trust Literature Discounted Gift Trust Deed Form (English Law – Discretionary Version) UPEQ PR \| 04655
Discounted Gift Trust Deed Form (English Law – Bare Version)	This deed should be used with ex-Quilter products or the following range of product types only: Executive Investment Bonds/Portfolios/Accounts (including European Collective Investment Bond), Wealth Portfolio Bonds, Managed Capital Accounts and Life Insurance Portfolios.	European Union (EU), Malta (MT), United Kingdom (UK)	Trust Literature	European Executive Investment Bond – PRIIPs, Executive Life Portfolio	FOS	This deed should be used with ex-Quilter products or the following range of product types only: Executive Investment Bonds/Portfolios/Accounts (including European Collective Investment Bond), Wealth Portfolio Bonds, Managed Capital Accounts and Life Insurance Portfolios. Trust Literature Discounted Gift Trust Deed Form (English Law – Bare Version) UPEQ PR \| 04649
Tax and Other Information Guide for Residents of the European Economic Area	This document is designed for habitual residents of EEA countries (EU countries plus Iceland, Norway and Liechtenstein). Please refer to our other country specific documents, which are available on our website.	Europe Expat, Malta (MT)	Tax and regulatory Literature/technical sales aids and literature	European Executive Investment Bond – PRIIPs	FOS	This document is designed for habitual residents of EEA countries (EU countries plus Iceland, Norway and Liechtenstein). Please refer to our other country specific documents, which are available on our website. Tax and regulatory Literature/technical sales aids and literature Tax and Other Information Guide for Residents of the European Economic Area UPEQ PR \| 03378
European Executive Investment Bond Client Brochure	Client brochure to promote the benefits of the European Executive Investment Bond.	Malta (MT)	Product Guides/Brochures/Snapshots and Training Materials	European Executive Investment Bond – PRIIPs	FOS	Client brochure to promote the benefits of the European Executive Investment Bond. Product Guides/Brochures/Snapshots and Training Materials European Executive Investment Bond Client Brochure UPEQ \| 07771
KID – Apex France	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.	France (FR)	Key Information Document	Apex (France)	FOS	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 – Apex France UPE_WS PR 00123
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)	Operational Forms	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)	Operational Forms	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 France Product Guide	Product Guide promoting the benefits of Apex France	France (FR)	Product Guides/Brochures/Snapshots and Training Materials	Apex (France)	FOS	Product Guide promoting the benefits of Apex France Product Guides/Brochures/Snapshots and Training Materials Apex France Product Guide UPE_WS PR 00103
Apex France Snapshot	This document provides a snapshot of APEX France. This is a document for financial advisers only.	France (FR)	Product Guides/Brochures/Snapshots and Training Materials	Apex (France)	FOS	This document provides a snapshot of APEX France. This is a document for financial advisers only. Product Guides/Brochures/Snapshots and Training Materials Apex France Snapshot UPE_WS PR 00102
Application Form for Individual Investors to Apex France with Utmost PanEurope dac	Application Form for an Apex France Policy from Utmost PanEurope dac	France (FR)	Application Form	Apex (France)	FOS	Application Form for an Apex France Policy from Utmost PanEurope dac Application Form Application Form for Individual Investors to Apex France with Utmost PanEurope dac UPE_WS PR 00098
Policy Terms and Conditions for Apex Portugal	Policy Terms and Conditions for Utmost PanEurope dac Apex Portugal.	Portugal (PT)	Policy Conditions	Apex (Portugal)	FOS	Policy Terms and Conditions for Utmost PanEurope dac Apex Portugal. Policy Conditions Policy Terms and Conditions for Apex Portugal UPE_WS PR 00051
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)	Operational Forms	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)	Operational Forms	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
Application Form for Individual Applicants with an Apex Portugal Policy for Utmost PanEurope dac	Additional Single Premium Investment Application Form For Individuals who have an Apex Portugal Policy.	Europe Expat	Application Form	Apex (Portugal)	FOS	Additional Single Premium Investment Application Form For Individuals who have an Apex Portugal Policy. Application Form Application Form for Individual Applicants with an Apex Portugal Policy for Utmost PanEurope dac UPE_WS PR 00021
Application Form for Individual Investors of Apex Portugal with Utmost PanEurope dac	Application Form for Individual Investors wishing to invest in Apex Portugal.	Europe Expat	Application Form	Apex (Portugal)	FOS	Application Form for Individual Investors wishing to invest in Apex Portugal. Application Form Application Form for Individual Investors of Apex Portugal with Utmost PanEurope dac UPE_WS PR 00018
Apex Portugal – Guide for individual applicants	Guide to help you complete the Apex Portugal application form.	Portugal (PT)	Operational Forms	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
Apex Portugal Product Guide	This is a Product Guide for Apex (Portugal)	Portugal (PT)	Product Guides/Brochures/Snapshots and Training Materials	Apex (Portugal)	FOS	This is a Product Guide for Apex (Portugal) Product Guides/Brochures/Snapshots and Training Materials Apex Portugal Product Guide UPE_WS PR 00013
Apex Portugal snapshot	This document provides a snapshot of Apex Portugal. This is a document for financial advisers only.	Portugal (PT)	Product Guides/Brochures/Snapshots and Training Materials	Apex (Portugal)	FOS	This document provides a snapshot of Apex Portugal. This is a document for financial advisers only. Product Guides/Brochures/Snapshots and Training Materials Apex Portugal snapshot UPE_WS PR 00001
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)	Operational Forms	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)	Operational Forms	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
Ireland as a location in Europe for Unit-Linked Life Assurance	This intermediary sales aid explains why Ireland is the optimal location in Europe for unit-linked life insurance.	Europe Expat, United Kingdom (UK)	Marketing Collateral	Non Product Specific	FOS	This intermediary sales aid explains why Ireland is the optimal location in Europe for unit-linked life insurance. Marketing Collateral Ireland as a location in Europe for Unit-Linked Life Assurance UPE_WS \| 05338
Utmost Wealth Solutions Company Brochure – Adviser version	Company brochure for Utmost Wealth Solutions (Financial Adviser only).	Finland (FI), France (FR), Hong Kong (HK), Italy (IT), Middle East, Portugal (PT), Singapore (SG), Spain (ES), Sweden (SE), United Kingdom (UK)	Marketing Collateral	Non Product Specific	FOS	Company brochure for Utmost Wealth Solutions (Financial Adviser only). Marketing Collateral Utmost Wealth Solutions Company Brochure – Adviser version UPE_WS \| 05226
Private Wealth Portfolio UK Product Benefits	This guide lists the product benefits when you invest into the Private Wealth Portfolio.	United Kingdom (UK)	Product Guides/Brochures/Snapshots and Training Materials	Private Wealth Portfolio - UK		This guide lists the product benefits when you invest into the Private Wealth Portfolio. Product Guides/Brochures/Snapshots and Training Materials Private Wealth Portfolio UK Product Benefits UPE_WS \| 05203
Execution Only Client Disclaimer form	Execution Only Client Disclaimer for UK market	United Kingdom (UK)	Operational Forms	Private Wealth Portfolio - UK	FOS	Execution Only Client Disclaimer for UK market Operational Forms Execution Only Client Disclaimer form UPE_WS \| 04698
Policy Terms and Conditions for Private Wealth Portfolio UK	Policy Terms and Conditions for Utmost PanEurope dac’s Private Wealth Portfolio UK product.	United Kingdom (UK)	Policy Conditions	Private Wealth Portfolio - UK	FOS	Policy Terms and Conditions for Utmost PanEurope dac’s Private Wealth Portfolio UK product. Policy Conditions Policy Terms and Conditions for Private Wealth Portfolio UK UPE_WS \| 04622
Application Booklet for Private Wealth Portfolio UK Corporate and Trustee Applicants with Utmost PanEurope dac	Application Booklet for Private Wealth Portfolio UK Corporate and Trustee Applicants with Utmost PanEurope dac.	United Kingdom (UK)	Application Form	Private Wealth Portfolio - UK	FOS	Application Booklet for Private Wealth Portfolio UK Corporate and Trustee Applicants with Utmost PanEurope dac. Application Form Application Booklet for Private Wealth Portfolio UK Corporate and Trustee Applicants with Utmost PanEurope dac UPE_WS \| 04621
Application Form for Private Wealth Portfolio UK with Utmost PanEurope dac	Application Form for Private Wealth Portfolio UK with Utmost PanEurope dac.	United Kingdom (UK)	Application Form	Private Wealth Portfolio - UK	FOS	Application Form for Private Wealth Portfolio UK with Utmost PanEurope dac. Application Form Application Form for Private Wealth Portfolio UK with Utmost PanEurope dac UPE_WS \| 04620
Life Insurance Based in Ireland – Four Pillars of Investor Protection	In this guide we take a closer look at the four reasons why you can choose a life insurance provider from Ireland with confidence.	Europe Expat, United Kingdom (UK)	Marketing Collateral	Non Product Specific	FOS	In this guide we take a closer look at the four reasons why you can choose a life insurance provider from Ireland with confidence. Marketing Collateral Life Insurance Based in Ireland – Four Pillars of Investor Protection UPE_WS \| 04551
Loan Agreement form	Loan Agreement form for PWP UK	United Kingdom (UK)	Operational Forms	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)	Operational Forms	Professional Portfolio, Wealth Portfolio Finland	FOS	Tätä lomaketta käytetään arvopaperisiirtojen yhteydessä tarvittaessa. Operational Forms Arvopaperisiirto UPE_WS \| 04434
Private Wealth Portfolio UK Country Snapshot	This document highlights the product features and benefits of investing into the Private Wealth Portfolio UK.	United Kingdom (UK)	Product Guides/Brochures/Snapshots and Training Materials	Private Wealth Portfolio - UK	FOS	This document highlights the product features and benefits of investing into the Private Wealth Portfolio UK. Product Guides/Brochures/Snapshots and Training Materials Private Wealth Portfolio UK Country Snapshot UPE_WS \| 04438
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)	Operational Forms	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)	Operational Forms	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)	Operational Forms	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)	Operational Forms	Private Wealth Portfolio - UK		Portfolio Manager Undertaking form for UK market Operational Forms Portfolio Manager Undertaking form UPE_WS \| 04007
Private Wealth Portfolio Italy Key Information Document	This document contains key information about PWP Italy. The information, prescribed by law, is intended to clarify the characteristics, risks, costs, gains and potential losses of the product.	Italy (IT)	Key Information Document	Private Wealth Portfolio - Italy	FOS	This document contains key information about PWP Italy. The information, prescribed by law, is intended to clarify the characteristics, risks, costs, gains and potential losses of the product. Key Information Document Private Wealth Portfolio Italy Key Information Document UPE PR 12952
KID Apex Portugal	Key Information Document KID Apex Portugal UPE PR 12908	Europe Expat	Key Information Document	Apex (Portugal)	FOS	Key Information Document KID Apex Portugal UPE PR 12908
KID PWP Portugal	This document provides you with key information about this investment product. It is not marketing material. The information is required by law to help you understand the nature, risks, costs, potential gains and losses of this product and to help you compare it with other products.	Portugal (PT)	Key Information Document	Private Wealth Portfolio - Portugal	FOS	This document provides you with key information about this investment product. It is not marketing material. The information is required by law to help you understand the nature, risks, costs, potential gains and losses of this product and to help you compare it with other products. Key Information Document KID PWP Portugal UPE PR 12907
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)	Operational Forms	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
International PWP Key Information Document	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 English version.	Mexico (MX)	Key Information Document	International Private Wealth Portfolio	FOS	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 English version. Key Information Document International PWP Key Information Document UPE PR 12892
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)	Operational Forms	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)	Operational Forms	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)	Operational Forms	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
Private Wealth Portfolio – How to minimise foreign tax on dividend income	A sales aid to explain tax relief at source on foreign withholding tax.	Italy (IT), Portugal (PT), Spain (ES), United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Private Wealth Portfolio - Italy, Private Wealth Portfolio - Portugal, Private Wealth Portfolio - Spain, Private Wealth Portfolio - UK, Private Wealth Portfolio (PWP) France		A sales aid to explain tax relief at source on foreign withholding tax. Tax and regulatory Literature/technical sales aids and literature Private Wealth Portfolio – How to minimise foreign tax on dividend income UPE PR 12746
Swedish Executive Portfolio PRIIPs Product Snapshot	This document highlights the product features and benefits of investing into the Swedish Executive Portfolio.	Sweden (SE)	Product Guides/Brochures/Snapshots and Training Materials	Swedish Executive Portfolio – PRIIPs		This document highlights the product features and benefits of investing into the Swedish Executive Portfolio. Product Guides/Brochures/Snapshots and Training Materials Swedish Executive Portfolio PRIIPs Product Snapshot UPE PR 12697
Key Information Document – Selection 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	Selection	FOS	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 Key Information Document – Selection Capital Redemption UPE PR 12667
Wealth Portfolio Finland Varainhoitajan tai valtuutetun säilytyspankin nimittäminen	Lomake täyden valtakirjan varainhoitajan tai valtuutetun säilytyspankin nimittämiseen Wealth Portfolio Finland vakuutukseen.	Finland (FI)	Operational Forms	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)	Operational Forms	Private Wealth Portfolio - Portugal		Operational Forms PWP Portugal Sales Consultant Declaration UPE PR 12449
Démembrée clause EN	Clause Beneficiaire demembree avec quasi usufruit	France (FR)	Tax and regulatory Literature/technical sales aids and literature	Apex (France), Private Wealth Portfolio (PWP) France	FOS	Clause Beneficiaire demembree avec quasi usufruit Tax and regulatory Literature/technical sales aids and literature Démembrée clause EN UPE PR 12433
Technical Sales Briefing – Trustee Delegation	This briefing is designed to explain how some of the duties and powers of trustees can be delegated to other people	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific		This briefing is designed to explain how some of the duties and powers of trustees can be delegated to other people Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Trustee Delegation UPE PR 12427
PWP Spain Key Information Document	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the characteristics, risks, costs, gains and potential losses of the product.	Spain (ES)	Key Information Document	Private Wealth Portfolio - Spain	FOS	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the characteristics, risks, costs, gains and potential losses of the product. Key Information Document PWP Spain Key Information Document UPE PR 00216
PWP Italy Additional Pre-contractual Information Document (DIP)	N/A	Italy (IT)	Tax and regulatory Literature/technical sales aids and literature	Private Wealth Portfolio - Italy	FOS	N/A Tax and regulatory Literature/technical sales aids and literature PWP Italy Additional Pre-contractual Information Document (DIP) UPE PR 00200
PWP Italy Application Form	Private Wealth Portfolio Italy Application Form – English version	Italy (IT)	Application Form	Private Wealth Portfolio - Italy	FOS	Private Wealth Portfolio Italy Application Form – English version Application Form PWP Italy Application Form UPE PR 00197
Private Wealth Portfolio Italy Terms and Conditions	Contractual terms and conditions of the Private Wealth Portfolio Italy product – this document illustrates the rules, specifications and requirements of the contract.	Italy (IT)	Policy Conditions	Private Wealth Portfolio - Italy	FOS	Contractual terms and conditions of the Private Wealth Portfolio Italy product – this document illustrates the rules, specifications and requirements of the contract. Policy Conditions Private Wealth Portfolio Italy Terms and Conditions UPE PR 00195
Apex (France) Policy Conditions	Utmost PanEurope dac’s Policy Terms and Conditions for Apex (France) for the European Expat French market.	France (FR)	Policy Conditions	Apex (France)	FOS	Utmost PanEurope dac’s Policy Terms and Conditions for Apex (France) for the European Expat French market. Policy Conditions Apex (France) Policy Conditions UPE PR 00190
Selection Product Application Form for Existing Pension Schemes – Blevins Franks Wealth Management Limited with Utmost PanEurope dac	Selection Product Application Form for Existing Pension Schemes. This Form should only be used by Malta Pension Trustee customers of Blevins Franks Wealth Management Limited (BFWML).	United Kingdom (UK)	Application Form	Selection	FOS	Selection Product Application Form for Existing Pension Schemes. This Form should only be used by Malta Pension Trustee customers of Blevins Franks Wealth Management Limited (BFWML). Application Form Selection Product Application Form for Existing Pension Schemes – Blevins Franks Wealth Management Limited with Utmost PanEurope dac UPE PR 00175
Guide for Individual Applicants Completing the Apex France Application Form with Utmost PanEurope dac	Guide for individual Applicants completing the Apex France Application Form with Utmost PanEurope dac.	France (FR)	Guides and Supporting Documents	Apex (France)	FOS	Guide for individual Applicants completing the Apex France Application Form with Utmost PanEurope dac. Guides and Supporting Documents Guide for Individual Applicants Completing the Apex France Application Form with Utmost PanEurope dac UPE PR 00167
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)	Operational Forms	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
Additional Single Premium Application Form for Apex France with Utmost PanEurope dac	Application Form for Adding Single Premiums to existing Apex France Policies.	France (FR)	Application Form	Apex (France)	FOS	Application Form for Adding Single Premiums to existing Apex France Policies. Application Form Additional Single Premium Application Form for Apex France with Utmost PanEurope dac UPE PR 00133
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	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
Utmost PanEurope Investor Protection Brochure	This guide describes certain aspects of the legal and regulatory framework applicable to Utmost PanEurope dac in Ireland, created in order to safeguard policyholders through effective governance, risk management and oversight related to insurer financial strength and solvency.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This guide describes certain aspects of the legal and regulatory framework applicable to Utmost PanEurope dac in Ireland, created in order to safeguard policyholders through effective governance, risk management and oversight related to insurer financial strength and solvency. Tax and regulatory Literature/technical sales aids and literature Utmost PanEurope Investor Protection Brochure UPE PR 00128
Delegation Guide to Trustee Application Form	Delegation Guide to Trustee Application Form	United Kingdom (UK)	Operational Forms	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)	Operational Forms	Private Wealth Portfolio - UK	FOS	Applicant Health Declaration (English) (PWP UK) Operational Forms Applicant Health Declaration (English) (PWP UK) UPE PR 00127
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	Delegation	FOS	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
Private Wealth Portfolio UK Discretionary Key Information Document	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	Private Wealth Portfolio - UK	FOS	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 Private Wealth Portfolio UK Discretionary Key Information Document UPE PR 00068
Portability Request Form for Private Wealth Portfolio UK with Utmost PanEurope dac	Portability Request Form for Private Wealth Portfolio UK with Utmost PanEurope dac.	United Kingdom (UK)	Application Form	Private Wealth Portfolio - UK	FOS	Portability Request Form for Private Wealth Portfolio UK with Utmost PanEurope dac. Application Form Portability Request Form for Private Wealth Portfolio UK with Utmost PanEurope dac UPE PR 00011
Technical Sales Briefing – Assignment of Bond to DGT and IHT Planning	This Technical Sales Briefing looks at an area of overseas single premium bond taxation from the point of view of a UK resident investor.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This Technical Sales Briefing looks at an area of overseas single premium bond taxation from the point of view of a UK resident investor. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Assignment of Bond to DGT and IHT Planning UL PR 00318
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)	Operational Forms	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.		Operational Forms	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.		Operational Forms	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)	Operational Forms	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)	Operational Forms	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)	Operational Forms	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)	Operational Forms	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
Deed of Assignment	For Products formerly Scottish Mutual International this form has only been designed for life policies and trust forms.		Trust Literature	Non Product Specific		For Products formerly Scottish Mutual International this form has only been designed for life policies and trust forms. Trust Literature Deed of Assignment UIC PR 00162
Deed of Appointment of Trustee	Deed of appointment of a new Trustee/ removal or resignation of a Trustee in relation to a small number of older products. This form must be signed by all Trustees whether being appointed, continuing, removed or resigning.		Trust Literature	Non Product Specific		Deed of appointment of a new Trustee/ removal or resignation of a Trustee in relation to a small number of older products. This form must be signed by all Trustees whether being appointed, continuing, removed or resigning. Trust Literature Deed of Appointment of Trustee UIC PR 00160
Deed of Appointment (Flexible Gift or Pension Discretionary Trust)	Deed of appointment of a share to/revocation of a share of a beneficiary in a flexible gift or pension discretionary trust in relation to a small number of older products.		Trust Literature	Non Product Specific		Deed of appointment of a share to/revocation of a share of a beneficiary in a flexible gift or pension discretionary trust in relation to a small number of older products. Trust Literature Deed of Appointment (Flexible Gift or Pension Discretionary Trust) UIC PR 00161
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.		Operational Forms	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
Generation Planning Bond Summary for Financial Advisers	This is a summary of the Generation Planning Bond for Financial Advisers.	United Kingdom (UK)	Product Guides/Brochures/Snapshots and Training Materials	Generation Planning Bond	FOS	This is a summary of the Generation Planning Bond for Financial Advisers. Product Guides/Brochures/Snapshots and Training Materials Generation Planning Bond Summary for Financial Advisers UI PR 0086
Generation Planning Bond at a Glance	A brief overview of Utmost PanEurope dac’s Generation Planning Bond.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Generation Planning Bond	FOS	A brief overview of Utmost PanEurope dac’s Generation Planning Bond. Tax and regulatory Literature/technical sales aids and literature Generation Planning Bond at a Glance UI PR 0081
Generation Planning Bond Product Snapshot	This document highlights the product features and benefits of investing into the Generation Planning Bond.	United Kingdom (UK)	Product Guides/Brochures/Snapshots and Training Materials	Generation Planning Bond	FOS	This document highlights the product features and benefits of investing into the Generation Planning Bond. Product Guides/Brochures/Snapshots and Training Materials Generation Planning Bond Product Snapshot UI PR 0082
Pre-Application Underwriting Form for Generation Planning Bond	Pre-Application Underwriting Form to be completed before applying for an Generation Planning Bond with Utmost International Isle of Man.	United Kingdom (UK)	Application Form	Generation Planning Bond		Pre-Application Underwriting Form to be completed before applying for an Generation Planning Bond with Utmost International Isle of Man. Application Form Pre-Application Underwriting Form for Generation Planning Bond UI PR 0080
Application Form to Appoint Utmost International Trustee Solutions Limited as Trustee for Generation Planning Bond	Application Form for Applicants who wish to Appoint Utmost International Trustee Solutions Limited as Trustee for Generation Planning Bond with Utmost International Isle of Man.	United Kingdom (UK)	Application Form	Generation Planning Bond	FOS	Application Form for Applicants who wish to Appoint Utmost International Trustee Solutions Limited as Trustee for Generation Planning Bond with Utmost International Isle of Man. Application Form Application Form to Appoint Utmost International Trustee Solutions Limited as Trustee for Generation Planning Bond UI PR 0079
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	Delegation	FOS	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
Selection Snapshot	This document highlights the product features and benefits of investing into the Selection bond.	United Kingdom (UK)	Product Guides/Brochures/Snapshots and Training Materials	Selection		This document highlights the product features and benefits of investing into the Selection bond. Product Guides/Brochures/Snapshots and Training Materials Selection Snapshot UI PR 0078
Generation Planning Bond – Application Guide	This guide has been designed to assist you with completing the application form.	United Kingdom (UK)	Guides and Supporting Documents	Generation Planning Bond	FOS	This guide has been designed to assist you with completing the application form. Guides and Supporting Documents Generation Planning Bond – Application Guide UI PR 0067
Application Form to apply for a Generation Planning Bond	Application Form for applicants who wish to apply for a Generation Planning Bond with Utmost PanEurope dacja	United Kingdom (UK)	Application Form	Generation Planning Bond	FOS	Application Form for applicants who wish to apply for a Generation Planning Bond with Utmost PanEurope dacja Application Form Application Form to apply for a Generation Planning Bond UI PR 0066
Generation Planning Bond Suitability Paragraphs	These Utmost PanEurope dac’s Generation Planning Bond suitability sample paragraphs and their content are for your information and consideration only.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Generation Planning Bond	FOS	These Utmost PanEurope dac’s Generation Planning Bond suitability sample paragraphs and their content are for your information and consideration only. Tax and regulatory Literature/technical sales aids and literature Generation Planning Bond Suitability Paragraphs UI PR 0065
Generation Planning Bond – Product Guide	This guide aims to help clients understand the Generation Planning Bond product.	United Kingdom (UK)	Product Guides/Brochures/Snapshots and Training Materials	Generation Planning Bond	FOS	This guide aims to help clients understand the Generation Planning Bond product. Product Guides/Brochures/Snapshots and Training Materials Generation Planning Bond – Product Guide UI PR 0063
Generation Planning Bond – Discretionary Trust	This Trust Deed is designed for investments in the Generation Planning Bond.It may be used by a single Settlor or joint Settlors who would like their policy to be held within a Discretionary Trust.	United Kingdom (UK)	Trust Literature	Generation Planning Bond	FOS	This Trust Deed is designed for investments in the Generation Planning Bond.It may be used by a single Settlor or joint Settlors who would like their policy to be held within a Discretionary Trust. Trust Literature Generation Planning Bond – Discretionary Trust UI PR 0061
Generation Planning Bond – Key Features Document	Generation Planning Bond – Key Features Document	United Kingdom (UK)	Right to Change Your Mind Forms and guides/KFD	Generation Planning Bond	FOS	Generation Planning Bond – Key Features Document Right to Change Your Mind Forms and guides/KFD Generation Planning Bond – Key Features Document UI PR 0062
Legal Entity Identifier Notice – Utmost PanEurope dac	Legal Entity Identifier Notice – Utmost PanEurope dac.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific		Legal Entity Identifier Notice – Utmost PanEurope dac. Tax and regulatory Literature/technical sales aids and literature Legal Entity Identifier Notice – Utmost PanEurope dac UI PR 0031
Generation Planning Bond – Absolute Trust	This Trust Deed is designed for investments in the Generation Planning Bond.It may be used by a single Donor or joint Donors who would like their policy to be held within an Absolute Trust.	United Kingdom (UK)	Trust Literature	Generation Planning Bond	FOS	This Trust Deed is designed for investments in the Generation Planning Bond.It may be used by a single Donor or joint Donors who would like their policy to be held within an Absolute Trust. Trust Literature Generation Planning Bond – Absolute Trust UI PR 0060
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	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
KID – Selection 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	Selection	FOS	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 – Selection Life UI BR 0004
KID – Generation Planning Bond	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	Generation Planning Bond	FOS	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 – Generation Planning Bond UI BR 0006
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	Delegation	FOS	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 – Selection 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	Selection	FOS	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 – Selection Capital Redemption UI BR 0003
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	Delegation	FOS	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
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)	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
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	Delegation, Estate Planning Bond, Evolution, Selection	FOS	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
Deed of Appointment of Additional Trustee (Trustees have Power of Appointment)	This draft deed is provided for the consideration of the parties and their legal advisers only. This deed should only be used where the Trustees have power of appointment. If the settlor has power of appointment, this deed will be invalid.	United Kingdom (UK)	Trust Literature	Non Product Specific	FOS	This draft deed is provided for the consideration of the parties and their legal advisers only. This deed should only be used where the Trustees have power of appointment. If the settlor has power of appointment, this deed will be invalid. Trust Literature Deed of Appointment of Additional Trustee (Trustees have Power of Appointment) AWI PR 0203
Loan Trust	Discretionary Trust Deed and Loan Agreement	United Kingdom (UK)	Trust Literature	Non Product Specific	FOS	Discretionary Trust Deed and Loan Agreement Trust Literature Loan Trust AWI PR 0196
Loan Trust Waiver	Loan Trust Waiver for Absolute and Discretionary Loan Trusts	United Kingdom (UK)	Trust Literature	Non Product Specific		Loan Trust Waiver for Absolute and Discretionary Loan Trusts Trust Literature Loan Trust Waiver AWI PR 0197
Discretionary Trust	The Trust Deed may be used by a single Settlor (or joint Settlors) who wishes to place a new or existing bond into a Discretionary Trust and where the investment is with Utmost International Isle of Man Limited or Utmost PanEurope dac.	United Kingdom (UK)	Trust Literature	Non Product Specific	FOS	The Trust Deed may be used by a single Settlor (or joint Settlors) who wishes to place a new or existing bond into a Discretionary Trust and where the investment is with Utmost International Isle of Man Limited or Utmost PanEurope dac. Trust Literature Discretionary Trust AWI PR 0194
UWS Probate absolute trust deed	This Trust Deed can be used when the Donor wants to take out a new policy or transfer an existing policy into Trust.	United Kingdom (UK)	Trust Literature	Non Product Specific	FOS	This Trust Deed can be used when the Donor wants to take out a new policy or transfer an existing policy into Trust. Trust Literature UWS Probate absolute trust deed AWI PR 0195
Absolute Trust – Donor cannot be a Beneficiary	The Trust Deed may be used by a single Donor or joint Donors, who wish to place a new or existing bond into an Absolute Trust and where the initial investment is with Utmost International Isle of Man Limited or Utmost PanEurope dac.	United Kingdom (UK)	Trust Literature	Non Product Specific	FOS	The Trust Deed may be used by a single Donor or joint Donors, who wish to place a new or existing bond into an Absolute Trust and where the initial investment is with Utmost International Isle of Man Limited or Utmost PanEurope dac. Trust Literature Absolute Trust – Donor cannot be a Beneficiary AWI PR 0193
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	Delegation, Estate Planning Bond, Evolution, Selection		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
UIIOM Investor Protection Brochure	This guide describes certain aspects of the legal and regulatory framework applicable to Utmost International Isle of Man Limited, created in order to safeguard policyholders through effective governance, risk management and oversight related to insurer financial strength and solvency.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This guide describes certain aspects of the legal and regulatory framework applicable to Utmost International Isle of Man Limited, created in order to safeguard policyholders through effective governance, risk management and oversight related to insurer financial strength and solvency. Tax and regulatory Literature/technical sales aids and literature UIIOM Investor Protection Brochure AWI PR 0032
UWS Loan Trust – A FAQ for Financial Advisers	This is a technical FAQ document about loan trusts for financial advisers.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This is a technical FAQ document about loan trusts for financial advisers. Tax and regulatory Literature/technical sales aids and literature UWS Loan Trust – A FAQ for Financial Advisers AWI PR 0030
Utmost Wealth Solutions Loan Trust Guide	This guide focuses on some of the common benefits and issues associated with the use of the Loan Trust together with an investment bond.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This guide focuses on some of the common benefits and issues associated with the use of the Loan Trust together with an investment bond. Tax and regulatory Literature/technical sales aids and literature Utmost Wealth Solutions Loan Trust Guide AWI PR 0031
Adviser Charge Summary	This is a guide to the terminology we use when it comes to adviser charging.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This is a guide to the terminology we use when it comes to adviser charging. Tax and regulatory Literature/technical sales aids and literature Adviser Charge Summary AWI PR 0029
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	Delegation, Estate Planning Bond, Evolution, Generation Planning Bond, Non Product Specific, Selection	FOS	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
Utmost Wealth Solutions Guide to Trusts	This guide focuses on some of the issues that may arise when using an Utmost Wealth Solutions trust together with an investment bond.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	FOS	This guide focuses on some of the issues that may arise when using an Utmost Wealth Solutions trust together with an investment bond. Tax and regulatory Literature/technical sales aids and literature Utmost Wealth Solutions Guide to Trusts AWI PR 0019
Trust proposition tree	This document details our trust proposition tree.	United Kingdom (UK)	Trust Literature	Non Product Specific	FOS	This document details our trust proposition tree. Trust Literature Trust proposition tree AWI PR 0014
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	Delegation, Estate Planning Bond, Evolution, Generation Planning Bond, Selection	FOS	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
Online Dealing Access Authorisation Form for Investment Advisers	Online Dealing Access Authorisation Form for Investment Advisers for Utmost PanEurope dac.	United Kingdom (UK)	Operational Forms	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)	Operational Forms	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
Key features of Selection	This document details the key features of Selection	United Kingdom (UK)	Right to Change Your Mind Forms and guides/KFD	Selection	FOS	This document details the key features of Selection Right to Change Your Mind Forms and guides/KFD Key features of Selection ALE PR 0053
Guide for Selection Individual Applicants	Guide for Selection Individual Applicants.	United Kingdom (UK)	Operational Forms	Selection	FOS	Guide for Selection Individual Applicants. Operational Forms Guide for Selection Individual Applicants ALE PR 0043
Selection – A Summary for Financial Advisers	This guide summarises the Selection bond for Financial Advisers	United Kingdom (UK)	Product Guides/Brochures/Snapshots and Training Materials	Selection	FOS	This guide summarises the Selection bond for Financial Advisers Product Guides/Brochures/Snapshots and Training Materials Selection – A Summary for Financial Advisers ALE PR 0044
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	Delegation	FOS	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
Selection at a Glance	This is an infographic with information about the Selection bond.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	Selection	FOS	This is an infographic with information about the Selection bond. Tax and regulatory Literature/technical sales aids and literature Selection at a Glance ALE PR 0041
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	Delegation	FOS	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 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	Delegation	FOS	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
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	Delegation	FOS	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	Delegation	FOS	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
Investor Declaration Form for Delegation and Selection	Investor declaration form for Utmost PanEurope dac’s Delegation and Selection.	United Kingdom (UK)	Operational Forms	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)	Operational Forms	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)	Operational Forms	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
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	Delegation	FOS	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
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)	Operational Forms	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
Application Form for Trustee and Corporate Trustee Applicants for Selection with Utmost PanEurope dac	Application Form for Trustee and Corporate Trustee Applicants who wish to apply for Selection with Utmost PanEurope dac.	United Kingdom (UK)	Application Form	Selection	FOS	Application Form for Trustee and Corporate Trustee Applicants who wish to apply for Selection with Utmost PanEurope dac. Application Form Application Form for Trustee and Corporate Trustee Applicants for Selection with Utmost PanEurope dac ALE PR 0012
Application Form for Selection with Existing Pension Schemes with Utmost PanEurope dac	Application Form for use with Existing Pension Schemes for application for Selection with Utmost PanEurope dac.	United Kingdom (UK)	Application Form	Selection	FOS	Application Form for use with Existing Pension Schemes for application for Selection with Utmost PanEurope dac. Application Form Application Form for Selection with Existing Pension Schemes with Utmost PanEurope dac ALE PR 0013
Application Form for Individual Applicants to apply for an Selection Bond	Application Form for Individual Applicants to apply for an Selection Bond. Issued by Utmost PanEurope dac for the UK market.	United Kingdom (UK)	Application Form	Selection	FOS	Application Form for Individual Applicants to apply for an Selection Bond. Issued by Utmost PanEurope dac for the UK market. Application Form Application Form for Individual Applicants to apply for an Selection Bond ALE PR 0010
Application Form for Corporate Applicants for Selection with Utmost PanEurope dac	Application Form for Corporate Applicants who wish to apply for Selection with Utmost PanEurope dac.	United Kingdom (UK)	Application Form	Selection	FOS	Application Form for Corporate Applicants who wish to apply for Selection with Utmost PanEurope dac. Application Form Application Form for Corporate Applicants for Selection with Utmost PanEurope dac ALE PR 0011
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	Delegation		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 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	Delegation	FOS	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
Selection Product Guide	This guide aims to help clients understand the Selection product.	United Kingdom (UK)	Product Guides/Brochures/Snapshots and Training Materials	Selection	FOS	This guide aims to help clients understand the Selection product. Product Guides/Brochures/Snapshots and Training Materials Selection Product Guide ALE PR 0001

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