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Title	Description	Asset Type	Language	Regime	Process	Excerpt
UIIOM MAS Notice 124 Public Disclosure	UIIOM Singapore Public Disclosure Issued in accordance with MAS 124The Monetary Authority of Singapore (MAS) requires certain disclosures to be made which enable market participants to assess information on a business’s risk profile, performance and capital and risk management procedures. This document is designed to provide these disclosures.	Compliance and Risk Collateral (privacy notices/footers etc)	English (EN)	FOS		UIIOM Singapore Public Disclosure Issued in accordance with MAS 124The Monetary Authority of Singapore (MAS) requires certain disclosures to be made which enable market participants to assess information on a business’s risk profile, performance and capital and risk management procedures. This document is designed to provide these disclosures. Compliance and Risk Collateral (privacy notices/footers etc) UIIOM MAS Notice 124 Public Disclosure ULQ \| 10023
Wealth Solutions from Utmost International – HNW (English)	How our solutions can help with wealth planning.	Marketing Collateral	English (EN)	FOS	New Policy	How our solutions can help with wealth planning. Marketing Collateral Wealth Solutions from Utmost International – HNW (English) ULQ PR \| 13732
The Super Six Sales Aid (Chinese)	This document provides a high-level summary of some of the key UK taxation benefits which anUtmost International – Isle of Man offshore bond can provide to a UK expatriate investor.	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)	FOS	New Policy	This document provides a high-level summary of some of the key UK taxation benefits which anUtmost International – Isle of Man offshore bond can provide to a UK expatriate investor. Tax and regulatory Literature/technical sales aids and literature The Super Six Sales Aid (Chinese) ULQ PR \| 21315
The Power of Tax Deferral (Chinese)	This document highlights the benefits of tax deferral once a clients investment is held in a tax-efficient structure, such as an investment-linked life insurance policy.	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)		New Policy	This document highlights the benefits of tax deferral once a clients investment is held in a tax-efficient structure, such as an investment-linked life insurance policy. Tax and regulatory Literature/technical sales aids and literature The Power of Tax Deferral (Chinese) ULQ PR \| 19539
The Importance of Trust Planning for Families Case Study	This example case study is for use in Hong Kong and Singapore only and should be used by financial advisers and financial adviser representatives with their clients.	Tax and regulatory Literature/technical sales aids and literature	English (EN)		New Policy	This example case study is for use in Hong Kong and Singapore only and should be used by financial advisers and financial adviser representatives with their clients. Tax and regulatory Literature/technical sales aids and literature The Importance of Trust Planning for Families Case Study ULQ PR \| 19514
The Lucky Eight Sales Aid (ZH SG)	This document highlights 8 key benefits for China tax residents using investment-linked life insurance policies.	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)	FOS	New Policy	This document highlights 8 key benefits for China tax residents using investment-linked life insurance policies. Tax and regulatory Literature/technical sales aids and literature The Lucky Eight Sales Aid (ZH SG) ULQ PR \| 19497
The Importance of Trust Planning for Families Case Study	This example case study is for use in Hong Kong and Singapore only and should be used by financial advisers and financial adviser representatives with their clients.	Tax and regulatory Literature/technical sales aids and literature	English (EN)		New Policy	This example case study is for use in Hong Kong and Singapore only and should be used by financial advisers and financial adviser representatives with their clients. Tax and regulatory Literature/technical sales aids and literature The Importance of Trust Planning for Families Case Study ULQ PR \| 19464
Private Placement Life Insurance brochure – Chinese	This adviser facing sales aid highlights the four reasons why high net worth clients would use PPLI: Wealth transfer, wealth growth, wealth preservation and wealth protection.	Product Guides/Brochures/Snapshots and Training Materials	Chinese (Simplified) (ZH)		New Policy	This adviser facing sales aid highlights the four reasons why high net worth clients would use PPLI: Wealth transfer, wealth growth, wealth preservation and wealth protection. Product Guides/Brochures/Snapshots and Training Materials Private Placement Life Insurance brochure – Chinese ULQ PR \| 19428
Succession Planning for Clients who are China Tax Residents ZH SG	This guide provides information on the succession planning options and tax position of your clients who own an Utmost International investment-linked life insurance policy and are already or will become tax residents of China.	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)	FOS	New Policy	This guide provides information on the succession planning options and tax position of your clients who own an Utmost International investment-linked life insurance policy and are already or will become tax residents of China. Tax and regulatory Literature/technical sales aids and literature Succession Planning for Clients who are China Tax Residents ZH SG ULQ PR \| 19384
The Lucky Eight Sales Aid (EN)	This document highlights 8 key benefits for China tax residents using investment-linked life insurance policies.	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	This document highlights 8 key benefits for China tax residents using investment-linked life insurance policies. Tax and regulatory Literature/technical sales aids and literature The Lucky Eight Sales Aid (EN) ULQ PR \| 19417
The Power of Tax Deferral	This document highlights the benefits of tax deferral once a clients investment is held in a tax-efficient structure, such as an investment-linked life insurance policy.	Tax and regulatory Literature/technical sales aids and literature	English (EN)		Surrender or Claim	This document highlights the benefits of tax deferral once a clients investment is held in a tax-efficient structure, such as an investment-linked life insurance policy. Tax and regulatory Literature/technical sales aids and literature The Power of Tax Deferral ULQ PR \| 19303
Succession Planning for Clients who are China Tax Residents ZH SG	This guide provides information on the succession planning options and tax position of your clients who own an Utmost International investment-linked life insurance policy and are already or will become tax residents of china.	Tax and regulatory Literature/technical sales aids and literature	Chinese (Traditional) (ZH)	FOS	New Policy	This guide provides information on the succession planning options and tax position of your clients who own an Utmost International investment-linked life insurance policy and are already or will become tax residents of china. Tax and regulatory Literature/technical sales aids and literature Succession Planning for Clients who are China Tax Residents ZH SG ULQ PR \| 19269
Succession Planning for China Tax Residents (EN)	This guide provides information on the succession planning options and tax position of your clients who own an Utmost International investment-linked life insurance policy and are already or will become tax residents of China.	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	This guide provides information on the succession planning options and tax position of your clients who own an Utmost International investment-linked life insurance policy and are already or will become tax residents of China. Tax and regulatory Literature/technical sales aids and literature Succession Planning for China Tax Residents (EN) ULQ PR \| 19126
Your Complaint Utmost International Isle of Man	This leaflet explains what you need to do if you are dissatisfied, and details what to expect from us when you complain.	Compliance and Risk Collateral (privacy notices/footers etc)	English (EN)	FOS	Making a change to your policy	This leaflet explains what you need to do if you are dissatisfied, and details what to expect from us when you complain. Compliance and Risk Collateral (privacy notices/footers etc) Your Complaint Utmost International Isle of Man ULQ PR \| 18910
Efficiently and effectively passing on your wealth (Chinese)	This sales aid explores the main differences between the benefits of investing in a portfolio bond with nominations as opposed to writing a will.	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)		New Policy	This sales aid explores the main differences between the benefits of investing in a portfolio bond with nominations as opposed to writing a will. Tax and regulatory Literature/technical sales aids and literature Efficiently and effectively passing on your wealth (Chinese) ULQ PR \| 18896
Private Placement Life Insurance A Tool for Structured Life Planning	This adviser facing guide highlights the four reasons why high net worth clients would use Private Placement Life Insurance: Wealth transfer, wealth growth, wealth preservation and wealth protection.	Product Guides/Brochures/Snapshots and Training Materials	English (EN)		New Policy	This adviser facing guide highlights the four reasons why high net worth clients would use Private Placement Life Insurance: Wealth transfer, wealth growth, wealth preservation and wealth protection. Product Guides/Brochures/Snapshots and Training Materials Private Placement Life Insurance A Tool for Structured Life Planning ULQ PR \| 18839
Efficiently and Effectively Passing on your Wealth Case Study	This sales aid explores the main differences between the benefits of investing in a Utmost International Isle of Man portfolio bond with nominations as opposed to writing a will.	Tax and regulatory Literature/technical sales aids and literature	English (EN)		New Policy	This sales aid explores the main differences between the benefits of investing in a Utmost International Isle of Man portfolio bond with nominations as opposed to writing a will. Tax and regulatory Literature/technical sales aids and literature Efficiently and Effectively Passing on your Wealth Case Study ULQ PR \| 18838
Tailored Life Trust Cumulative Chargeable Lifetime Transfer Examples	The document is a sales aid and provides financial advisers with Tailored Life Trust Cumulative chargeable lifetime transfer examples.	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	The document is a sales aid and provides financial advisers with Tailored Life Trust Cumulative chargeable lifetime transfer examples. Tax and regulatory Literature/technical sales aids and literature Tailored Life Trust Cumulative Chargeable Lifetime Transfer Examples ULQ PR \| 18521
UK properties held through an overseas company (Chinese)	Sales aid for financial advisers with case studies looking at UK properties held through an overseas company.	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)		New Policy	Sales aid for financial advisers with case studies looking at UK properties held through an overseas company. Tax and regulatory Literature/technical sales aids and literature UK properties held through an overseas company (Chinese) ULQ PR \| 17927
Online Data Capture Form for Submitting Business on Wealth Interactive for Utmost International Isle of Man Policies	Online Data Capture Form for Financial Advisers to gather the necessary information from a client via Wealth Interactive for new business for Utmost International Isle of Man policies.	Application Form	English (EN)	FOS	New Policy	Online Data Capture Form for Financial Advisers to gather the necessary information from a client via Wealth Interactive for new business for Utmost International Isle of Man policies. Application Form Online Data Capture Form for Submitting Business on Wealth Interactive for Utmost International Isle of Man Policies ULQ PR \| 13900
Advisory Fee Authority – Unit-linked Plans	This form can be used if you wish to make arrangements to pay an advisory fee to an intermediary for advice provided in respect of your Utmost International Isle of Man account.	Operational Forms	English (EN)		Making a change to your policy	This form can be used if you wish to make arrangements to pay an advisory fee to an intermediary for advice provided in respect of your Utmost International Isle of Man account. Operational Forms Advisory Fee Authority – Unit-linked Plans ULQ PR \| 13326
Enhanced Trail Commission Singapore version	This document describes the terms on which Utmost International Isle of Man Limited (Utmost International) agrees to pay enhanced trail commission (‘ETC’) to the Intermediary.	Operational Forms	English (EN)	FOS	Making a change to your policy	This document describes the terms on which Utmost International Isle of Man Limited (Utmost International) agrees to pay enhanced trail commission (‘ETC’) to the Intermediary. Operational Forms Enhanced Trail Commission Singapore version ULQ PR \| 13055
Taxation of an Offshore Life Assurance Policy Purchased Outside of Israel by an Israeli Resident	This document provides an explanation of the taxation of an offshore Utmost International Isle of Man Limited life assurance policy purchased outside of Israel by an Israeli resident.	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	This document provides an explanation of the taxation of an offshore Utmost International Isle of Man Limited life assurance policy purchased outside of Israel by an Israeli resident. Tax and regulatory Literature/technical sales aids and literature Taxation of an Offshore Life Assurance Policy Purchased Outside of Israel by an Israeli Resident ULQ PR \| 12849
Non-Resident Indian Estate Planning	A client-facing guide to using an Utmost International Isle of Man offshore bond for estate planning for non-resident Indian investors.	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	A client-facing guide to using an Utmost International Isle of Man offshore bond for estate planning for non-resident Indian investors. Tax and regulatory Literature/technical sales aids and literature Non-Resident Indian Estate Planning ULQ PR \| 12517
Deed of Assignment Singapore	Deed of assignment for one or more assignees. This deed should be used for Utmost International Isle of Man Singapore products only.	Operational Forms	English (EN)		Making a change to your policy	Deed of assignment for one or more assignees. This deed should be used for Utmost International Isle of Man Singapore products only. Operational Forms Deed of Assignment Singapore ULQ PR \| 11553
Guidance Notes for Investment Account for Individual Investors	Guidance notes to accompany the application form for individual investors wishing to invest in the Investment Account.	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	FOS	New Policy	Guidance notes to accompany the application form for individual investors wishing to invest in the Investment Account. Product Guides/Brochures/Snapshots and Training Materials Guidance Notes for Investment Account for Individual Investors ULQ PR \| 09307
Wealth Interactive – Master User Registration Form for Existing Firms	Please use this form to appoint a master user to Wealth Interactive for adviser firms who already have terms of business with us.This form will allow us access to a nominated master user within your firm who can then grant access to other users (including other master users within your firm).	Operational Forms	English (EN)	FOS	New Policy	Please use this form to appoint a master user to Wealth Interactive for adviser firms who already have terms of business with us.This form will allow us access to a nominated master user within your firm who can then grant access to other users (including other master users within your firm). Operational Forms Wealth Interactive – Master User Registration Form for Existing Firms ULQ PR \| 08775
Appointment of a Lead Policyholder on the Flexible Investment Account	This form can be used to appoint a lead policyholder – for use with the Flexible Investment Account	Operational Forms	English (EN)		Making a change to your policy	This form can be used to appoint a lead policyholder – for use with the Flexible Investment Account Operational Forms Appointment of a Lead Policyholder on the Flexible Investment Account ULQ PR \| 08425
Singapore Trust Beneficiary Form 6 – Notice of Revocation of Revocable Nomination	This form can only be used to give notice of the revocation, under section 49M(7)(a) or (b) of the Insurance Act (Cap. Executive Redemption Bond – PRIIPs), of revocable nomination made in respect of one relevant policy.	Operational Forms	English (EN)	FOS	Making a change to your policy	This form can only be used to give notice of the revocation, under section 49M(7)(a) or (b) of the Insurance Act (Cap. Executive Redemption Bond – PRIIPs), of revocable nomination made in respect of one relevant policy. Operational Forms Singapore Trust Beneficiary Form 6 – Notice of Revocation of Revocable Nomination ULQ PR \| 07058
Singapore Trust Beneficiary Form 5 – Revocation of Revocable Nomination	This form can only be used to revoke a revocable nomination made in respect of one relevant policy. For use in the Singapore market only.	Operational Forms	English (EN)	FOS	Making a change to your policy	This form can only be used to revoke a revocable nomination made in respect of one relevant policy. For use in the Singapore market only. Operational Forms Singapore Trust Beneficiary Form 5 – Revocation of Revocable Nomination ULQ PR \| 07057
Singapore Trust Beneficiary Appointment, or Revocation of Appointment, of Trustee of Policy Moneys Form 3	This form can only be used to appoint, or revoke the appointment, of one or more trustees of policy moneys payable under one relevant policy. For use in the Singapore market only.	Trust Literature	English (EN)	FOS	Making a change to your policy	This form can only be used to appoint, or revoke the appointment, of one or more trustees of policy moneys payable under one relevant policy. For use in the Singapore market only. Trust Literature Singapore Trust Beneficiary Appointment, or Revocation of Appointment, of Trustee of Policy Moneys Form 3 ULQ PR \| 07055
Singapore Trust Beneficiary Form 4 – Revocable Nomination	This form can only be used to make a revocable nomination in respect of one relevant policy. For use in the Singapore market only.	Operational Forms	English (EN)	FOS	Making a change to your policy	This form can only be used to make a revocable nomination in respect of one relevant policy. For use in the Singapore market only. Operational Forms Singapore Trust Beneficiary Form 4 – Revocable Nomination ULQ PR \| 07056
Singapore Trust Beneficiary Revocation of Nomination Form 2	This form can only be used to revoke a trust nomination made in respect of one relevant policy.	Operational Forms	English (EN)	FOS	Making a change to your policy	This form can only be used to revoke a trust nomination made in respect of one relevant policy. Operational Forms Singapore Trust Beneficiary Revocation of Nomination Form 2 ULQ PR \| 07054
Singapore Trust Beneficiary Nomination Form 1	The Trust Beneficiary Nomination for is for use in the Singapore market only and is to be used to make a trust nomination in respect of one relevant policy only.	Operational Forms	English (EN)	FOS	Making a change to your policy	The Trust Beneficiary Nomination for is for use in the Singapore market only and is to be used to make a trust nomination in respect of one relevant policy only. Operational Forms Singapore Trust Beneficiary Nomination Form 1 ULQ PR \| 07053
Utmost International Isle of Man Intermediary Terms of Business	These Intermediary Terms of Business and the Rates of Commission govern your relationship with Utmost International Isle of Man Limited (Utmost International) and cover the way we do business with you, the Intermediary. These Intermediary Terms of Business and any documents referred to in it replace any previous Terms of Business you have with Quilter International.	Guides and Supporting Documents	English (EN)	FOS	New Policy	These Intermediary Terms of Business and the Rates of Commission govern your relationship with Utmost International Isle of Man Limited (Utmost International) and cover the way we do business with you, the Intermediary. These Intermediary Terms of Business and any documents referred to in it replace any previous Terms of Business you have with Quilter International. Guides and Supporting Documents Utmost International Isle of Man Intermediary Terms of Business ULQ PR \| 03546
Declaration of Loss or Non-receipt of Policy Form	This declaration form can be used if your Utmost International Isle of Manpolicy documents were lost, destroyed or never received.	Operational Forms	English (EN)	FOS	New Policy	This declaration form can be used if your Utmost International Isle of Manpolicy documents were lost, destroyed or never received. Operational Forms Declaration of Loss or Non-receipt of Policy Form ULQ PR \| 01944
Utmost International Isle of Man Client Information and Change of Details Form	This form is intended for Utmost International Isle of Man Limited customers who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number.	Operational Forms	English (EN)	FOS	Making a change to your policy	This form is intended for Utmost International Isle of Man Limited customers who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number. Operational Forms Utmost International Isle of Man Client Information and Change of Details Form UL PR 00397
Know Your Client – Source of Funding and Verification of Identity	This form is issued by Utmost International Isle of Man and should be completed by all clients, trustees and corporate clients, where an application form does not already contain both a source of funding and verification of customer identity section.	Operational Forms	English (EN)	FOS	New Policy	This form is issued by Utmost International Isle of Man and should be completed by all clients, trustees and corporate clients, where an application form does not already contain both a source of funding and verification of customer identity section. Operational Forms Know Your Client – Source of Funding and Verification of Identity UL PR 00391
Utmost International Isle of Man Limited – Corporate Infographic – English	Utmost International Isle of Man Who We Are	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	FOS	New Policy	Utmost International Isle of Man Who We Are Product Guides/Brochures/Snapshots and Training Materials Utmost International Isle of Man Limited – Corporate Infographic – English UL PR 00305

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