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Insurer: Utmost Wealth Solutions

Documents

Title	Description	Market	Asset Type	Language	Product	Regime	Process	Excerpt
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	English (EN)	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	Making a change to your policy, New Policy	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	English (EN)	Non Product Specific	FOS	Making a change to your policy, New Policy	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	English (EN)	Non Product Specific	FOS	New Policy	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
Deferring a Policy Fund Entitlement	This form needs to be completed when a client requests to change their Policy Fund entitlements.	Middle East, Rest of the World, United Kingdom (UK)	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy	This form needs to be completed when a client requests to change their Policy Fund entitlements. Operational Forms Deferring a Policy Fund Entitlement UWSQ PR \| 25162
Lifestyle Trust – Options at Vesting Date	Lifestyle Trust – Options at Vesting Date	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Non Product Specific		New Policy	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	English (EN)	Non Product Specific		New Policy	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	English (EN)	Non Product Specific	FOS	New Policy	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	English (EN)	Non Product Specific	FOS	New Policy	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	English (EN)	Non Product Specific	FOS	New Policy	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	English (EN)	Non Product Specific	FOS	New Policy	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	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
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	English (EN)	Non Product Specific	FOS	New Policy	Published minimum residual values as at February 2021 Operational Forms Portfolio Bond Minimum Residual Value UWSQ PR \| 21018
Appointing a Fund Adviser	This form can be used with Utmost International Isle of Man Limited orUtmost PanEurope dac a range of portfolio bonds available in all regions (except Hong Kong).	Middle East, Singapore (SG)	Operational Forms	English (EN)	European Executive Investment Bond – PRIIPs, Executive Investment Account, Executive Investment Bond, Executive Investment Plan, Executive Investment Portfolio, Executive Life Portfolio, Life Insurance Portfolio, Life Insurance Portfolio Plus, Non Product Specific	FOS	Making a change to your policy	This form can be used with Utmost International Isle of Man Limited orUtmost PanEurope dac a range of portfolio bonds available in all regions (except Hong Kong). Operational Forms Appointing a Fund Adviser UWSQ PR \| 20985
Application Form to Top-Up an Existing Utmost International Portfolio Bond with Utmost Wealth Solutions	Application Form to Top-Up an existing Utmost International Portfolio Bond. Products include, European Collective Investment Bond, European Executive Investment Bond, Collective Investment Bond, Collective Redemption Bond, Executive Investment Bond, Executive Redemption Bond, European Portfolio Bond, European Portfolio Bond Redemption, European Portfolio Bond Life, International Portfolio Bond Redemption, International Executive Portfolio Life and International Executive Portfolio Redemption.	Europe Expat, Sweden (SE), United Kingdom (UK)	Application Form	English (EN)	European Executive Investment Bond – PRIIPs, Executive Redemption Bond, Executive Redemption Bond – QIME, International Portfolio Bond (Closed), Spanish Collective Investment Bond	FOS	Making a change to your policy	Application Form to Top-Up an existing Utmost International Portfolio Bond. Products include, European Collective Investment Bond, European Executive Investment Bond, Collective Investment Bond, Collective Redemption Bond, Executive Investment Bond, Executive Redemption Bond, European Portfolio Bond, European Portfolio Bond Redemption, European Portfolio Bond Life, International Portfolio Bond Redemption, International Executive Portfolio Life and International Executive Portfolio Redemption. Application Form Application Form to Top-Up an Existing Utmost International Portfolio Bond with Utmost Wealth Solutions UWSQ PR \| 20973
Appointing an Authorised Custodian – Wealth bond	Please use this form to request Utmost International Isle of Man Limited or Utmost PanEurope dac to appoint an authorised custodian. This form is only for use with the International Wealth Bond or European Wealth Bond.	United Kingdom (UK)	Operational Forms	English (EN)	Non Product Specific		Making a change to your policy	Please use this form to request Utmost International Isle of Man Limited or Utmost PanEurope dac to appoint an authorised custodian. This form is only for use with the International Wealth Bond or European Wealth Bond. Operational Forms Appointing an Authorised Custodian – Wealth bond UWSQ PR \| 20951
Request to 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	English (EN)	Non Product Specific	FOS	New Policy	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	English (EN)	Non Product Specific	FOS	Addition to your Policy, New Policy	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	English (EN)	Non Product Specific	FOS	New Policy	Digital signature application form – not for use in the UK Operational Forms Digital Signature Application Form – Non UK UWSQ PR \| 20815
Request to Add or Remove a Life Assured Form	This form can be used to add or remove a life assured on your Utmost International Portfolio Bond.	Europe Expat	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy	This form can be used to add or remove a life assured on your Utmost International Portfolio Bond. Operational Forms Request to Add or Remove a Life Assured Form UWSQ PR \| 20814
Appointment of an Authorised Custodian(s) Form	This form can be used if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac. to appoint an authorised custodian in respect of your bond/ account/plan/ policy. For use with the following products – European Portfolio Bond, European Wealth Bond, Executive Investment Plan, International Portfolio Bond, International Wealth Bond, Swedish Executive Portfolio, Silk Life Plan, and Tailored Life Plan.	Europe Expat, Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK)	Operational Forms	English (EN)	European Executive Investment Bond – PRIIPs, Executive Investment Plan, International Portfolio Bond (Closed), Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus), Swedish Executive Portfolio – PRIIPs, Tailored Life Plan (TLP)		Making a change to your policy	This form can be used if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac. to appoint an authorised custodian in respect of your bond/ account/plan/ policy. For use with the following products – European Portfolio Bond, European Wealth Bond, Executive Investment Plan, International Portfolio Bond, International Wealth Bond, Swedish Executive Portfolio, Silk Life Plan, and Tailored Life Plan. Operational Forms Appointment of an Authorised Custodian(s) Form UWSQ PR \| 20669
Request for Utmost International to Appoint an Authorised Custodian	This form can be used if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac. to appoint an authorised custodian in respect of your bond/ account/plan/ policy. For use with the following products – Collective Investment Plan, Executive Life Portfolio, Spanish Collective Investment Bond, Life Investment Portfolio, Life Investment Portfolio Plus, and Wealth Management Plan.	Europe Expat, Middle East, Rest of the World, Sweden (SE)	Operational Forms	English (EN)	Executive Life Portfolio, Life Insurance Portfolio, Life Insurance Portfolio Plus, Spanish Collective Investment Bond		Making a change to your policy	This form can be used if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac. to appoint an authorised custodian in respect of your bond/ account/plan/ policy. For use with the following products – Collective Investment Plan, Executive Life Portfolio, Spanish Collective Investment Bond, Life Investment Portfolio, Life Investment Portfolio Plus, and Wealth Management Plan. Operational Forms Request for Utmost International to Appoint an Authorised Custodian UWSQ PR \| 20668
Letter of authorisation for Authorised Custodian Account Form	This letter of authorisation permits an authorised third-party individual to make investment decisions in respect of the accounts opened by Utmost International Isle of Man Limited or Utmost PanEurope dac. with the authorised custodian.	Europe Expat, Middle East, Singapore (SG), United Kingdom (UK)	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy	This letter of authorisation permits an authorised third-party individual to make investment decisions in respect of the accounts opened by Utmost International Isle of Man Limited or Utmost PanEurope dac. with the authorised custodian. Operational Forms Letter of authorisation for Authorised Custodian Account Form UWSQ PR \| 20660
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	English (EN)	Non Product Specific	FOS	New Policy	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
Request a Withdrawal on Wealth Interactive Guide	This guide demonstrates how you can request a one-off withdrawal in three easy steps through Wealth Interactive.	Europe Expat, Hong Kong (HK), Rest of the World, United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Non Product Specific	FOS	Surrender or Claim	This guide demonstrates how you can request a one-off withdrawal in three easy steps through Wealth Interactive. Tax and regulatory Literature/technical sales aids and literature Request a Withdrawal on Wealth Interactive Guide UWSQ PR \| 19515
How to Submit a Dealing Request on Wealth Interactive	This guide shows you how to submit a Dealing Instruction in three easy steps through Wealth Interactive.	Europe Expat, Hong Kong (HK), Middle East, Singapore (SG), United Kingdom (UK)	Investment literature/Strategies	English (EN)	Non Product Specific	FOS	Making a change to your policy	This guide shows you how to submit a Dealing Instruction in three easy steps through Wealth Interactive. Investment literature/Strategies How to Submit a Dealing Request on Wealth Interactive UWSQ PR \| 20000
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	English (EN)	Non Product Specific	FOS	New Policy	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
Deed of Assignment Form	This deed can be used to assign a policy in several scenarios, such as gifting or transfers.For use with a policy issued under Isle of Man or English law. This deed should be used with ex-Quilter products or the following range of product types only: Swedish Executive Portfolio, Executive Investment Bonds/Portfolios (including European and Spanish Collective Investment Bond), Wealth Portfolio Bonds, Managed Capital Accounts, or Life Insurance Portfolios (including those written on life cover or life cover plus)	Europe Expat, Middle East, Rest of the World, Singapore (SG), United Kingdom (UK)	Operational Forms	English (EN)	Executive Investment Bond, Life Insurance Portfolio, Life Insurance Portfolio Plus, Managed Capital Account, Spanish Collective Investment Bond, Swedish Executive Portfolio – PRIIPs	FOS	Making a change to your policy	This deed can be used to assign a policy in several scenarios, such as gifting or transfers.For use with a policy issued under Isle of Man or English law. This deed should be used with ex-Quilter products or the following range of product types only: Swedish Executive Portfolio, Executive Investment Bonds/Portfolios (including European and Spanish Collective Investment Bond), Wealth Portfolio Bonds, Managed Capital Accounts, or Life Insurance Portfolios (including those written on life cover or life cover plus) Operational Forms Deed of Assignment Form UWSQ PR \| 18419
Australian tax residents – life policies – Chinese	This document is an overview of the taxation of Utmost International Life bonds owned by an individual who returns or moves to Australia and becomes an Australian resident.	Singapore (SG)	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)	Non Product Specific	FOS	Making a change to your policy	This document is an overview of the taxation of Utmost International Life bonds owned by an individual who returns or moves to Australia and becomes an Australian resident. Tax and regulatory Literature/technical sales aids and literature Australian tax residents – life policies – Chinese UWSQ PR \| 18272
Data Subject Access Request Form	This form is for you, or someone you have authorised to represent you, to request a copy of the personal information we hold for you.	United Kingdom (UK)	Operational Forms	English (EN)	Non Product Specific		Making a change to your policy	This form is for you, or someone you have authorised to represent you, to request a copy of the personal information we hold for you. Operational Forms Data Subject Access Request Form UWSQ PR \| 18031
Authorised Custodian Internet Service Request Form	This form can be used to request access to the view only internet service provided by the authorised custodian.	Europe Expat, Middle East	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy	This form can be used to request access to the view only internet service provided by the authorised custodian. Operational Forms Authorised Custodian Internet Service Request Form UWSQ PR \| 17990
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	English (EN)	Non Product Specific	FOS	New Policy	The published overdraft limit of transaction accounts for applicable portfolio bonds. Operational Forms Portfolio Bond Transaction Account Overdraft Limit UWSQ PR \| 14355
Kenya tax note	Taxation of an Offshore Life Assurance or Redemption Policy Purchased Outside of Kenya by a Kenyan Resident	Singapore (SG)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Non Product Specific	FOS	Making a change to your policy	Taxation of an Offshore Life Assurance or Redemption Policy Purchased Outside of Kenya by a Kenyan Resident Tax and regulatory Literature/technical sales aids and literature Kenya tax note UWSQ PR \| 13571
Portfolio Bond Withdrawal / Surrender Form	Surrender and Withdrawal Request Form for Portfolio Bond	Europe Expat, Hong Kong (HK), Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK)	Operational Forms	English (EN)	Non Product Specific	FOS	Surrender or Claim	Surrender and Withdrawal Request Form for Portfolio Bond Operational Forms Portfolio Bond Withdrawal / Surrender Form UWSQ PR \| 13485
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	English (EN)	Non Product Specific		New Policy	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	English (EN)	Non Product Specific	FOS	New Policy	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	English (EN)	Non Product Specific		New Policy	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
Authorised custodian model (Chinese) – Singapore	A guide to help you understand our Authorised Custodian Model.	Singapore (SG)	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)	Non Product Specific		New Policy	A guide to help you understand our Authorised Custodian Model. Tax and regulatory Literature/technical sales aids and literature Authorised custodian model (Chinese) – Singapore UWSQ PR \| 12934
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	English (EN)	Non Product Specific	FOS	Making a change to your policy, New Policy	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	English (EN)	Non Product Specific	FOS	Addition to your Policy, Making a change to your policy, New Policy, Surrender or Claim	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
Request for Utmost to Appoint a new/additional Discretionary Asset Manager	This form should be used for International Wealth Bond or European Wealth Bond policyholders only, who would like to change their discretionary asset manager. This form should be used where you have not requested Quilter International to restrict the asset range.	United Kingdom (UK)	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy	This form should be used for International Wealth Bond or European Wealth Bond policyholders only, who would like to change their discretionary asset manager. This form should be used where you have not requested Quilter International to restrict the asset range. Operational Forms Request for Utmost to Appoint a new/additional Discretionary Asset Manager UWSQ PR \| 12370
Amendment to Wealth Interactive, Policyholder Online Service Terms	This form allows Trustee Policyholders to request online access for their Clients/Members.	Singapore (SG)	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy	This form allows Trustee Policyholders to request online access for their Clients/Members. Operational Forms Amendment to Wealth Interactive, Policyholder Online Service Terms UWSQ PR \| 11729
Amendment to Wealth Interactive, Policyholder Online Service Terms (Providing Limited Access)	This form allows Trustee Policyholders to request online access for their Clients/Members.	Singapore (SG)	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy	This form allows Trustee Policyholders to request online access for their Clients/Members. Operational Forms Amendment to Wealth Interactive, Policyholder Online Service Terms (Providing Limited Access) UWSQ PR \| 11544
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	English (EN)	Non Product Specific	FOS	New Policy	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	English (EN)	Non Product Specific		New Policy	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
Application Form for an Online Service Account and Appointment of a Lead Policyholder on Wealth Interactive with Utmost International Portfolio Bonds	Application Form for an Online Service Account and Appointment of a Lead Policyholder on Wealth Interactive with Utmost International Portfolio Bonds.	Hong Kong (HK), Singapore (SG), United Kingdom (UK)	Application Form	English (EN)	Non Product Specific, Offshore Collective Investment Bond (Closed)	FOS	Making a change to your policy	Application Form for an Online Service Account and Appointment of a Lead Policyholder on Wealth Interactive with Utmost International Portfolio Bonds. Application Form Application Form for an Online Service Account and Appointment of a Lead Policyholder on Wealth Interactive with Utmost International Portfolio Bonds UWSQ PR \| 10622
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	English (EN)	Non Product Specific	FOS	New Policy	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	English (EN)	Non Product Specific	FOS	New Policy	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	English (EN)	Non Product Specific		New Policy	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	English (EN)	Non Product Specific	FOS	New Policy	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	English (EN)	Non Product Specific	FOS	New Policy	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	English (EN)	Non Product Specific		New Policy	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	English (EN)	Non Product Specific	FOS	New Policy	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	English (EN)	Non Product Specific	FOS	New Policy	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
Change of Financial Adviser	Please use this form if you wish to appoint a new or remove a financial adviser. If you remove a financial adviser this will stop all correspondence or information in respect of your policy going through that financial adviser.	Europe Expat, Hong Kong (HK), Middle East, Rest of the World, Singapore (SG), United Kingdom (UK)	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy	Please use this form if you wish to appoint a new or remove a financial adviser. If you remove a financial adviser this will stop all correspondence or information in respect of your policy going through that financial adviser. Operational Forms Change of Financial Adviser UWSQ PR \| 05271
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	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
Discounted Gift Trust Declaration of Continuing Good Health Form	This declaration should be completed by the settlor to confirm that their health has not changed since the date of the original application toUtmost Innternational Isle of Man Limited, Utmost International Trustee Solutions Limited orUtmost PanEurope dac.	United Kingdom (UK)	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy	This declaration should be completed by the settlor to confirm that their health has not changed since the date of the original application toUtmost Innternational Isle of Man Limited, Utmost International Trustee Solutions Limited orUtmost PanEurope dac. Operational Forms Discounted Gift Trust Declaration of Continuing Good Health Form UWSQ PR \| 04612
Intermediary Registration Application QINTL IOM and QII	Intermediary Registration Application IOM and QII – for non UK intermediaries only	United Kingdom (UK)	Operational Forms	English (EN)	Non Product Specific	FOS	New Policy	Intermediary Registration Application IOM and QII – for non UK intermediaries only Operational Forms Intermediary Registration Application QINTL IOM and QII UWSQ PR \| 02230
Portfolio Bond Endorsement Request Form	This form can be used to endorse highly personalised bonds and bring into the UK regulations as well as reduce tax implications.	Europe Expat, Hong Kong (HK), Singapore (SG), Sweden (SE)	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy	This form can be used to endorse highly personalised bonds and bring into the UK regulations as well as reduce tax implications. Operational Forms Portfolio Bond Endorsement Request Form UWSQ PR \| 02013
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	English (EN)	Non Product Specific	FOS	New Policy	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
Bereavement Claim Form	Bereavement Claim Form for Life Assurance Bonds	United Kingdom (UK)	Operational Forms	English (EN)	Evolution, Selection	FOS	Surrender or Claim	Bereavement Claim Form for Life Assurance Bonds Operational Forms Bereavement Claim Form UWS PR 0182
UK Inheritance tax (IHT)	Infographic to raise awareness of IHT.	United Kingdom (UK)	Marketing Collateral	English (EN)	Non Product Specific	FOS	Making a change to your policy, New Policy	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	English (EN)	Non Product Specific		New Policy	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
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)	Trust Literature	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
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	English (EN)	Non Product Specific		New Policy	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	English (EN)	Non Product Specific	FOS	New Policy	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	English (EN)	Non Product Specific	FOS	New Policy	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
Questionário Sobre a Origem do Património	Questionário Sobre a Origem do Património para fornecer detalhes sobre o património de um cliente	Portugal (PT)	Operational Forms	Portuguese (PT)	Apex (Portugal), Compass (Closed), Compass DFM (Closed), Private Wealth Portfolio - Portugal	FOS	Addition to your Policy, New Policy	Questionário Sobre a Origem do Património para fornecer detalhes sobre o património de um cliente Operational Forms Questionário Sobre a Origem do Património UWS PR 00473
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	English (EN)	Non Product Specific	FOS	Addition to your Policy, Making a change to your policy, New 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. 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	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
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	English (EN)	Non Product Specific		New Policy	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	English (EN)	Non Product Specific		Making a change to your policy, New Policy	Utmost Wealth Solutions Pay-By-Link Guia De Usuário Guides and Supporting Documents Pay-By-Link Guia De Usuário UWS PR 00449
Pay-By-Link Guía De Usuario	Utmost Wealth Solutions Pay-By-Link Guía De Usuario		Guides and Supporting Documents	Spanish (ES)	Non Product Specific		Making a change to your policy, New Policy	Utmost Wealth Solutions Pay-By-Link Guía De Usuario Guides and Supporting Documents Pay-By-Link Guía De Usuario UWS PR 00448
Utmost Group	For clients leaving Asia or the Middle East to settle in Europe with an existing Utmost policy	Rest of the World	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Non Product Specific	FOS	Making a change to your policy	For clients leaving Asia or the Middle East to settle in Europe with an existing Utmost policy Tax and regulatory Literature/technical sales aids and literature Utmost Group UWS PR 00435
Varallisuuden Lähde	Varallisuuden Lähde asiakkaan varallisuustietojen toimittamisesta	Finland (FI)	Operational Forms	Finnish (FI)	Non Product Specific	FOS	Making a change to your policy, New Policy	Varallisuuden Lähde asiakkaan varallisuustietojen toimittamisesta Operational Forms Varallisuuden Lähde UWS PR 00433
Before Surrendering	Guides and Supporting Documents Before Surrendering UWS PR 00431	Europe Expat, Hong Kong (HK), Middle East, Rest of the World, United Kingdom (UK)	Guides and Supporting Documents	English (EN)	Non Product Specific	FOS	Surrender or Claim	Guides and Supporting Documents Before Surrendering UWS PR 00431
Utmost Group Adviser Payment Guide	Document to support advisers with locating the origin of adviser payments and the online portal to access them for the relevant policies.		Guides and Supporting Documents	English (EN)	Non Product Specific	FOS	Adviser Technical Insights and Webinars	Document to support advisers with locating the origin of adviser payments and the online portal to access them for the relevant policies. Guides and Supporting Documents Utmost Group Adviser Payment Guide UWS PR 00430
Technical Sales Briefing – Personal Portfolio Bonds	This Technical Briefing – Personal Portfolio Bonds outlines what constitutes a PPB, considers in detail how such policies are taxed and looks at some other related areas that an adviser may wish to understand.	Europe Expat, Hong Kong (HK), United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Non Product Specific	FOS		This Technical Briefing – Personal Portfolio Bonds outlines what constitutes a PPB, considers in detail how such policies are taxed and looks at some other related areas that an adviser may wish to understand. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Personal Portfolio Bonds UWS PR 00419
Technical Note Moving from Sweden to Spain	Utmost PanEurope technical briefing regarding policyholders who wish to move from Sweden to Spain and take their policy with them.	Spain (ES), Sweden (SE)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Non Product Specific	FOS	Making a change to your policy	Utmost PanEurope technical briefing regarding policyholders who wish to move from Sweden to Spain and take their policy with them. Tax and regulatory Literature/technical sales aids and literature Technical Note Moving from Sweden to Spain UWS PR 00406
Technical Note Moving from Finland to Spain	Utmost PanEurope technical briefing regarding policyholders who wish to move from Finland to Spain and take their policy with them.	Finland (FI), Spain (ES)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Non Product Specific	FOS	Making a change to your policy	Utmost PanEurope technical briefing regarding policyholders who wish to move from Finland to Spain and take their policy with them. Tax and regulatory Literature/technical sales aids and literature Technical Note Moving from Finland to Spain UWS PR 00405
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	English (EN)	Estate Planning Bond, Evolution, Generation Planning Bond, Selection	FOS	Making a change to your policy, New Policy	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	English (EN)	Non Product Specific	FOS	New Policy	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	English (EN)	Non Product Specific	FOS	New Policy	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	English (EN)	Non Product Specific	FOS	New Policy	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	English (EN)	Delegation, Private Wealth Portfolio - UK	FOS	Making a change to your policy, New Policy	This is a brochure explaining our Direct Security Discretionary Solutions. Marketing Collateral Direct Security Discretionary Solutions UWS PR 00280
Technical Sales Briefing – Top 10 reasons for using an International Investment Bond (IIB)	Top 10 reasons for UK residents to use an overseas life assurance or capital redemption bond, referred to as an Overseas Investment Bond (OIB) throughout this guide.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	International Investment Bond (Closed), Non Product Specific		Adviser Technical Insights and Webinars	Top 10 reasons for UK residents to use an overseas life assurance or capital redemption bond, referred to as an Overseas Investment Bond (OIB) throughout this guide. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Top 10 reasons for using an International Investment Bond (IIB) UWS PR 00275
The Utmost Advantage – Fitch Ratings – A trusted signal of strength, stability and security	Marketing Collateral The Utmost Advantage – Fitch Ratings – A trusted signal of strength, stability and security UWS \| 25200		Marketing Collateral	English (EN)	Non Product Specific	FOS		Marketing Collateral The Utmost Advantage – Fitch Ratings – A trusted signal of strength, stability and security UWS \| 25200
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	English (EN)	Non Product Specific	FOS	New Policy	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	English (EN)	Non Product Specific	FOS	Making a change to your policy, New Policy	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
Autocertificazione Al Fini Fiscali Contraente Persona Fisica	Il presente modulo è necessario per segnalare accuratamente la vostra polizza ai sensi dei pertinenti accordi sullo scambio di informazioni fiscali, tra cui il Foreign Account Tax Compliance Act (FATCA) e le norme Common Reporting Standard (CRS). Il presente modulo deve essere utilizzato dai singoli assicurati, dalle persone autorizzate a firmare per conto dell’assicurato, ad esempio il loro procuratore o il loro sostituto nominato dal tribunale, e dalle persone collegate al trust di cui Utmost International Trustee Solutions Limited è il trustee designato.	Italy (IT)	Operational Forms	Italian (IT)	Non Product Specific	FOS	Making a change to your policy	Il presente modulo è necessario per segnalare accuratamente la vostra polizza ai sensi dei pertinenti accordi sullo scambio di informazioni fiscali, tra cui il Foreign Account Tax Compliance Act (FATCA) e le norme Common Reporting Standard (CRS). Il presente modulo deve essere utilizzato dai singoli assicurati, dalle persone autorizzate a firmare per conto dell’assicurato, ad esempio il loro procuratore o il loro sostituto nominato dal tribunale, e dalle persone collegate al trust di cui Utmost International Trustee Solutions Limited è il trustee designato. Operational Forms Autocertificazione Al Fini Fiscali Contraente Persona Fisica UPE_WS \| 4381
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	English (EN)	Non Product Specific	FOS	New Policy	Company brochure for Utmost Wealth Solutions (Financial Adviser only). Marketing Collateral Utmost Wealth Solutions Company Brochure – Adviser version UPE_WS \| 05226
Declaração Fiscal e Auto Certificação para Investidores Individuais	Este formulário deve ser preenchido para informar com precisão a sua apólice nos termos dos acordos de troca de informações fiscais relevantes, incluindo a Lei de Conformidade Fiscal de Contas Estrangeiras (FATCA) e os regulamentos da Norma Comum de Comunicação (CRS). Este formulário deve ser utilizado por segurados individuais, pessoas autorizadas a assinar em nome do segurado, por exemplo, o seu procurador ou representante nomeado pelo tribunal, e indivíduos ligados ao fundo fiduciário em que a Utmost International Trustee Solutions Limited é o administrador fiduciário nomeado.	Europe Expat, Portugal (PT), United Kingdom (UK)	Operational Forms	Portuguese (PT)	Non Product Specific	FOS	Making a change to your policy, New Policy, Surrender or Claim	Este formulário deve ser preenchido para informar com precisão a sua apólice nos termos dos acordos de troca de informações fiscais relevantes, incluindo a Lei de Conformidade Fiscal de Contas Estrangeiras (FATCA) e os regulamentos da Norma Comum de Comunicação (CRS). Este formulário deve ser utilizado por segurados individuais, pessoas autorizadas a assinar em nome do segurado, por exemplo, o seu procurador ou representante nomeado pelo tribunal, e indivíduos ligados ao fundo fiduciário em que a Utmost International Trustee Solutions Limited é o administrador fiduciário nomeado. Operational Forms Declaração Fiscal e Auto Certificação para Investidores Individuais UPE_WS \| 04029
Autocertificazione Ai Fini Fiscali Contraente Persona Guirdica eo Societá Fiduciaria (IT)	Al fine di poter riportare accuratamente la vostra polizza ai sensi dei pertinenti accordi sullo scambio di informazioni fiscali, inclusi il Foreign Account Tax Compliance Act (FATCA) e il Common Reporting Standard (CRS). Il presente modulo deve essere utilizzato dagli investitori giuridici quali società, trust aziendali o fondazioni.	Italy (IT)	Operational Forms	Italian (IT)	Non Product Specific	FOS	Making a change to your policy, New Policy	Al fine di poter riportare accuratamente la vostra polizza ai sensi dei pertinenti accordi sullo scambio di informazioni fiscali, inclusi il Foreign Account Tax Compliance Act (FATCA) e il Common Reporting Standard (CRS). Il presente modulo deve essere utilizzato dagli investitori giuridici quali società, trust aziendali o fondazioni. Operational Forms Autocertificazione Ai Fini Fiscali Contraente Persona Guirdica eo Societá Fiduciaria (IT) UPE PR 12862
Declaração Fiscal e Auto Certificação para Entidades	Preencha este formulário para informar com precisão a sua apólice nos termos dos acordos de troca de informações fiscais relevantes, incluindo as regulamentações da Lei de Conformidade Fiscal de Contas Estrangeiras (FATCA) e da Norma Comum de Comunicação (CRS). Este formulário deve ser utilizado por investidores coletivos, tais como empresas, fundos fiduciários corporativos ou fundações.	Europe Expat, Portugal (PT), United Kingdom (UK)	Operational Forms	Portuguese (PT)	Non Product Specific	FOS	Making a change to your policy, New Policy	Preencha este formulário para informar com precisão a sua apólice nos termos dos acordos de troca de informações fiscais relevantes, incluindo as regulamentações da Lei de Conformidade Fiscal de Contas Estrangeiras (FATCA) e da Norma Comum de Comunicação (CRS). Este formulário deve ser utilizado por investidores coletivos, tais como empresas, fundos fiduciários corporativos ou fundações. Operational Forms Declaração Fiscal e Auto Certificação para Entidades UPE PR 12860
Declaración Fiscal y Autocertificación para Trusts/Fideicomisos	Rellene este formulario para que Utmost pueda informar con precisión sobre su póliza en virtud de los acuerdos de intercambio de información fiscal pertinentes, incluidas las normas de la Ley de Cumplimiento Tributario de Cuentas Extranjeras (FATCA) y el Estándar Común de Comunicación de Reporte (CRS). Este formulario debe utilizarse para trusts en los que todos los fideicomisarios sean personas físicas. Debe ser rellenado por un fideicomisario en nombre del trust.	Europe Expat, Spain (ES), United Kingdom (UK)	Operational Forms	Spanish (ES)	Non Product Specific	FOS	Making a change to your policy, New Policy	Rellene este formulario para que Utmost pueda informar con precisión sobre su póliza en virtud de los acuerdos de intercambio de información fiscal pertinentes, incluidas las normas de la Ley de Cumplimiento Tributario de Cuentas Extranjeras (FATCA) y el Estándar Común de Comunicación de Reporte (CRS). Este formulario debe utilizarse para trusts en los que todos los fideicomisarios sean personas físicas. Debe ser rellenado por un fideicomisario en nombre del trust. Operational Forms Declaración Fiscal y Autocertificación para Trusts/Fideicomisos ULQ PR \| 21019
Declaración Fiscal y Autocertificación para Personas Fisicas	Rellene este formulario para permitir que Utmost informe con precisión sobre su póliza en virtud de los acuerdos de intercambio de información fiscal pertinentes, incluidas las normas de la Ley de Cumplimiento Tributario de Cuentas Extranjeras (FATCA) y el Estándar Común de Comunicación de Información (CRS). Este formulario debe utilizarse para los titulares de pólizas individuales, las personas autorizadas para firmar en nombre del titular de la póliza, por ejemplo, su apoderado o representante designado por un tribunal, y las personas vinculadas al fideicomiso en el que Utmost International Trustee Solutions Limited es el fideicomisario designado.	Europe Expat, Spain (ES), United Kingdom (UK)	Operational Forms	Spanish (ES)	Non Product Specific	FOS	Making a change to your policy, New Policy	Rellene este formulario para permitir que Utmost informe con precisión sobre su póliza en virtud de los acuerdos de intercambio de información fiscal pertinentes, incluidas las normas de la Ley de Cumplimiento Tributario de Cuentas Extranjeras (FATCA) y el Estándar Común de Comunicación de Información (CRS). Este formulario debe utilizarse para los titulares de pólizas individuales, las personas autorizadas para firmar en nombre del titular de la póliza, por ejemplo, su apoderado o representante designado por un tribunal, y las personas vinculadas al fideicomiso en el que Utmost International Trustee Solutions Limited es el fideicomisario designado. Operational Forms Declaración Fiscal y Autocertificación para Personas Fisicas ULQ PR \| 13271
Request for Withdrawal or Surrender – Life Insurance Portfolio, Tailored Life Plan and Silk Life Plan	This form should be used to request a partial or full surrender from a Life Insurance Portfolio, SILK Life Plan or Tailored Life Plan only.	Middle East, Singapore (SG)	Operational Forms	English (EN)	Executive Life Portfolio, Life Insurance Portfolio, Life Insurance Portfolio Plus, Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus), Tailored Life Plan (TLP)	FOS	Surrender or Claim	This form should be used to request a partial or full surrender from a Life Insurance Portfolio, SILK Life Plan or Tailored Life Plan only. Operational Forms Request for Withdrawal or Surrender – Life Insurance Portfolio, Tailored Life Plan and Silk Life Plan UL PR 00420
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	English (EN)	Non Product Specific	FOS	New Policy	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	English (EN)	Non Product Specific	FOS	New Policy	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
Anti-money Laundering Guide (AML)	Utmost International Isle of Man Limited, Utmost PanEurope dac, Utmost International Trustee Solutions and Utmost Worldwide Limited Anti-Money Laundering Requirements Guide ‘AML’	Europe Expat, European Union (EU), Finland (FI), France (FR), Hong Kong (HK), Italy (IT), Middle East, Monaco (MC), Portugal (PT), Rest of the World, Singapore (SG), Spain (ES), Sweden (SE), Switzerland (CH), United Kingdom (UK)	Compliance and Risk Collateral (privacy notices/footers etc)	English (EN)	Non Product Specific	FOS	New Policy	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
Multi-Product Open Architecture Dealing Instruction Form (UWS)	This form can be used for Utmost International Isle of Man Limited Evolution and Estate Planning Bond policies and Utmost PanEurope dac Selection and Generation Planning Bond policies.This form can also be used for Utmost PanEurope dac’s ex-Athora Open Architecture and ex-Aviva International Premier Portfolio policies.	United Kingdom (UK)	Operational Forms	English (EN)	Estate Planning Bond, Evolution, Generation Planning Bond		Making a change to your policy	This form can be used for Utmost International Isle of Man Limited Evolution and Estate Planning Bond policies and Utmost PanEurope dac Selection and Generation Planning Bond policies.This form can also be used for Utmost PanEurope dac’s ex-Athora Open Architecture and ex-Aviva International Premier Portfolio policies. Operational Forms Multi-Product Open Architecture Dealing Instruction Form (UWS) IOM PR 0042
UWS Multi-Product Withdrawal and Surrender Form	This form should only be used for surrender or withdrawal requests from products designed forUtmost International Isle of Man Limited within the UK market or for any product where the policyholder is now UK resident.	United Kingdom (UK)	Operational Forms	English (EN)	Non Product Specific	FOS	Surrender or Claim	This form should only be used for surrender or withdrawal requests from products designed forUtmost International Isle of Man Limited within the UK market or for any product where the policyholder is now UK resident. Operational Forms UWS Multi-Product Withdrawal and Surrender Form IOM PR 0027
Assignment of Policies Form	This form should be used for assigning ownership of segments to an individual including slitting out segments to from a new bond.This is not for use with exQuilter policies.	United Kingdom (UK)	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy	This form should be used for assigning ownership of segments to an individual including slitting out segments to from a new bond.This is not for use with exQuilter policies. Operational Forms Assignment of Policies Form IOM PR 0015
Technical Sales Briefing – Why Use a Capital Redemption Bond?	This document details the benefits of a Capital Redemption Bond.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Delegation, Estate Planning Bond, Evolution, Selection	FOS	New Policy	This document details the benefits of a Capital Redemption Bond. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Why Use a Capital Redemption Bond? IOM PR 0002
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	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)	Trust Literature	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	Discretionary Trust Deed and Loan Agreement	United Kingdom (UK)	Trust Literature	English (EN)	Non Product Specific	FOS	New Policy	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	English (EN)	Non Product Specific		New Policy	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	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
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	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
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	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
Utmost tax guide for individual clients	Utmost tax guide for UK resident individual clients for use with Evolution, Estate Planning Bond, Delegation, Selection and Generation Planning Bond	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Delegation, Estate Planning Bond, Evolution, Selection	FOS	New Policy	Utmost tax guide for UK resident individual clients for use with Evolution, Estate Planning Bond, Delegation, Selection and Generation Planning Bond Tax and regulatory Literature/technical sales aids and literature Utmost tax guide for individual clients AWI PR 0192
International Portfolio Bonds at a glance – client infographic	The key Benefits of International Bonds.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Delegation, Estate Planning Bond, Evolution, Selection		New Policy	The key Benefits of International Bonds. Tax and regulatory Literature/technical sales aids and literature International Portfolio Bonds at a glance – client infographic AWI PR 0153
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	English (EN)	Non Product Specific	FOS	New Policy	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	English (EN)	Non Product Specific	FOS	New Policy	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	English (EN)	Non Product Specific	FOS	Making a change to your policy, New Policy	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	English (EN)	Non Product Specific	FOS	New Policy	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	English (EN)	Delegation, Estate Planning Bond, Evolution, Generation Planning Bond, Non Product Specific, Selection	FOS	New Policy	This document explains the process for Utmost International Isle of Man Limited’s Evolution and Estate Planning Bond and Utmost PanEurope dac’s Selection, Delegation and Generation Planning Bond. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Cash Forecasting – Making Bond Cash Management Easier AWI PR 0028
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	English (EN)	Non Product Specific		New Policy	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
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)	Trust Literature	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
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)	Trust Literature	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
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)	Trust Literature	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
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	English (EN)	Non Product Specific	FOS	New Policy	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	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
How can we help your client now, and in the future?	Infographic for Utmost International Isle of Man Limited and Utmost PanEurope dac UK products.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Delegation, Estate Planning Bond, Evolution, Generation Planning Bond, Selection	FOS	New Policy	Infographic for Utmost International Isle of Man Limited and Utmost PanEurope dac UK products. Tax and regulatory Literature/technical sales aids and literature How can we help your client now, and in the future? AWI PR 0002
Dealing Account – Overdraft Clearance Instruction Form	Please use this form to inform Utmost on what actions you would like to take in order to clear your overdraft.	United Kingdom (UK)	Operational Forms	English (EN)	Estate Planning Bond, Evolution, Family Legacy Bond, Selection	FOS	Making a change to your policy	Please use this form to inform Utmost on what actions you would like to take in order to clear your overdraft. Operational Forms Dealing Account – Overdraft Clearance Instruction Form ALE PR 0018

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