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Insurer: Ireland

Asset Type: Trust Literature

Documents

Title	Description	Market	Language	Product	Regime	Process	Excerpt
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)	English (EN)	Non Product Specific	FOS	New Policy	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
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)	English (EN)	Non Product Specific	FOS	New Policy	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
Discretionary Trust – Settlor cannot be a Beneficiary	The Trust Deed may be used by a single Settlor or joint Settlors, who wish 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)	English (EN)	Non Product Specific	FOS	Making a change to your policy	The Trust Deed may be used by a single Settlor or joint Settlors, who wish 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 – Settlor cannot be a Beneficiary UWS PR 0130
Trust Register Internal Form	Trust Register Internal Form	United Kingdom (UK)	English (EN)	Non Product Specific	FOS	Making a change to your policy, New Policy	Trust Register Internal Form Trust Literature Trust Register Internal Form UWS PR 00463
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)	English (EN)	European Executive Investment Bond – PRIIPs, Executive Life Portfolio	FOS	New Policy	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)	English (EN)	European Executive Investment Bond – PRIIPs, Executive Life Portfolio	FOS	New Policy	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
Lost Deed of Assignment, Trust and Indemnity Declaration	Issued by Utmost PanEurope dac to allow policy owner to declare the loss of Deed of Assignment and/or Trust Deed and to provide Utmost PanEurope with an indemnity.	Europe Expat, United Kingdom (UK)	English (EN)	Non Product Specific	FOS	Making a change to your policy	Issued by Utmost PanEurope dac to allow policy owner to declare the loss of Deed of Assignment and/or Trust Deed and to provide Utmost PanEurope with an indemnity. Trust Literature Lost Deed of Assignment, Trust and Indemnity Declaration UIC PR 00181
Deed of Assignment	For Products formerly Scottish Mutual International this form has only been designed for life policies and trust forms.		English (EN)	Non Product Specific		New Policy	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 (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.		English (EN)	Non Product Specific		New Policy	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
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.		English (EN)	Non Product Specific		New Policy	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
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)	English (EN)	Generation Planning Bond	FOS	Making a change to your policy, New Policy	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 – 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)	English (EN)	Generation Planning Bond	FOS	Making a change to your policy, New Policy	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
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)	English (EN)	Non Product Specific	FOS	New Policy	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
Deed of Retirement of trustee form	Deed of Retirement of trustee form for trusts where the trustees have power of appointment of new trustees	United Kingdom (UK)	English (EN)	Non Product Specific		Making a change to your policy	Deed of Retirement of trustee form for trusts where the trustees have power of appointment of new trustees Trust Literature Deed of Retirement of trustee form AWI PR 0218
Loan Trust Waiver	Loan Trust Waiver for Absolute and Discretionary Loan Trusts	United Kingdom (UK)	English (EN)	Non Product Specific		New Policy	Loan Trust Waiver for Absolute and Discretionary Loan Trusts Trust Literature Loan Trust Waiver AWI PR 0197
Loan Trust	Discretionary Trust Deed and Loan Agreement	United Kingdom (UK)	English (EN)	Non Product Specific	FOS	New Policy	Discretionary Trust Deed and Loan Agreement Trust Literature Loan Trust AWI PR 0196
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)	English (EN)	Non Product Specific	FOS	New Policy	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
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)	English (EN)	Non Product Specific	FOS	New Policy	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
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)	English (EN)	Non Product Specific	FOS	New Policy	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
Loan Trust – Deed of Retirement of Trustees	For use with Loan Trust arrangements only where the continuing trustees wish to release the retiring trustees(s) from their obligations under the Trust and Loan Agreement	United Kingdom (UK)	English (EN)	Non Product Specific		Making a change to your policy	For use with Loan Trust arrangements only where the continuing trustees wish to release the retiring trustees(s) from their obligations under the Trust and Loan Agreement Trust Literature Loan Trust – Deed of Retirement of Trustees AWI PR 0023
Loan trust – deed of appointment of additional trustee	For use with Utmost Wealth Solutions Loan Trust arrangements under which the trustees have the power to appoint new trustees	United Kingdom (UK)	English (EN)	Non Product Specific		Making a change to your policy	For use with Utmost Wealth Solutions Loan Trust arrangements under which the trustees have the power to appoint new trustees Trust Literature Loan trust – deed of appointment of additional trustee AWI PR 0022
Specimen Deed of Appointment of an Absolute Beneficial Interest Under Trust	This deed is designed to be used immediately before the chosen segments are surrendered, using a Withdrawal or Surrender Form.	United Kingdom (UK)	English (EN)	Non Product Specific		Making a change to your policy	This deed is designed to be used immediately before the chosen segments are surrendered, using a Withdrawal or Surrender Form. Trust Literature Specimen Deed of Appointment of an Absolute Beneficial Interest Under Trust AWI PR 0017
Trust proposition tree	This document details our trust proposition tree.	United Kingdom (UK)	English (EN)	Non Product Specific	FOS	Making a change to your policy, New Policy	This document details our trust proposition tree. Trust Literature Trust proposition tree AWI PR 0014

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