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Documents

Title	Description	Asset Type	Language	Regime	Process	Excerpt
Wealth solutions from Utmost International – HNW (Chinese)	How our solutions can help with wealth planning.	Marketing Collateral	Chinese (Traditional) (ZH)	FOS	New Policy	How our solutions can help with wealth planning. Marketing Collateral Wealth solutions from Utmost International – HNW (Chinese) ULQ PR \| 11482
Declaration of Loss or Non-Receipt of Policy Form	This declaration form is for use in Hong Kong only and can be used if your policy documents were lost, destroyed or never received.	Operational Forms	English (EN)	FOS	Surrender or Claim	This declaration form is for use in Hong Kong only and can be used if your policy documents were lost, destroyed or never received. Operational Forms Declaration of Loss or Non-Receipt of Policy Form ULQ PR \| 6019
Policy Replacement Questionnaire and IFS-PR (Chinese)	Policy Replacement Questionnaire should be completed for all new application. You only need to complete the IFS-PR if you have answered ‘yes’ or ‘Not yet decided’ in the Policy Replacement Questionnaire.	Operational Forms	Chinese (Simplified) (ZH)		New Policy	Policy Replacement Questionnaire should be completed for all new application. You only need to complete the IFS-PR if you have answered ‘yes’ or ‘Not yet decided’ in the Policy Replacement Questionnaire. Operational Forms Policy Replacement Questionnaire and IFS-PR (Chinese) ULQ PR \| 21289
Policy Replacement Questionnaire and IFS-PR (English)	This Policy Replacement Questionnaire should be completed for all new applications. You only need to complete the IFS-PR if you have answered ‘yes’ or ‘Not yet decided’ in the Policy Replacement Questionnaire.	Operational Forms	English (EN)	FOS	New Policy	This Policy Replacement Questionnaire should be completed for all new applications. You only need to complete the IFS-PR if you have answered ‘yes’ or ‘Not yet decided’ in the Policy Replacement Questionnaire. Operational Forms Policy Replacement Questionnaire and IFS-PR (English) ULQ PR \| 21288
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
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
Hong Kong switch form for use with Unit-linked accounts (English)	Switch Form for use with Unit-Linked Accounts. For Hong Kong use only.	Operational Forms	English (EN)	FOS	Making a change to your policy	Switch Form for use with Unit-Linked Accounts. For Hong Kong use only. Operational Forms Hong Kong switch form for use with Unit-linked accounts (English) ULQ PR \| 13555
Tax Declaration and Self-Certification for Trustee and Corporate Investors – Hong Kong (FATCA/CRS)	This form is to be used by Trustee and Corporate Trustee Investors, in the Hong Kong market only, to confirm their country of Tax Residence and related Tax Identification Numbers. Bilingual – Chinese/English	Operational Forms	Chinese (Traditional) (ZH), English (EN)	FOS	New Policy	This form is to be used by Trustee and Corporate Trustee Investors, in the Hong Kong market only, to confirm their country of Tax Residence and related Tax Identification Numbers. Bilingual – Chinese/English Operational Forms Tax Declaration and Self-Certification for Trustee and Corporate Investors – Hong Kong (FATCA/CRS) ULQ PR \| 13276
Tax Declaration and Self Certification for Individual Investors – Hong Kong (FATCA/CRS)	This form is to be used by Individual Investors, in the Hong Kong market only, to confirm their country of Tax Residence and related Tax Identification Numbers. Bilingual – Chinese/English	Operational Forms	Chinese (Traditional) (ZH), English (EN)	FOS	New Policy	This form is to be used by Individual Investors, in the Hong Kong market only, to confirm their country of Tax Residence and related Tax Identification Numbers. Bilingual – Chinese/English Operational Forms Tax Declaration and Self Certification for Individual Investors – Hong Kong (FATCA/CRS) ULQ PR \| 13273
Important Facts Statement for Mainland Policyholders Purchasing Life Assurance Policies In Hong Kong with Utmost International Limited, bilingual Chinese / English form	This Important Facts Statement is for disclosure of information by the Insurance Company, as required by the Hong Kong Insurance Regulator, for Mainland Policyholders Purchasing Life Assurance Policies In Hong Kong. Bilingual Chinese / English Form.	Application Form	Chinese (Simplified) (ZH), English (EN)	FOS	Addition to your Policy	This Important Facts Statement is for disclosure of information by the Insurance Company, as required by the Hong Kong Insurance Regulator, for Mainland Policyholders Purchasing Life Assurance Policies In Hong Kong. Bilingual Chinese / English Form. Application Form Important Facts Statement for Mainland Policyholders Purchasing Life Assurance Policies In Hong Kong with Utmost International Limited, bilingual Chinese / English form ULQ PR \| 13007
Affordability Declaration (Bilingual)	This document can be used by applicants over aged 60 – to declare the affordability of the relevant premium invested.	Operational Forms	Chinese (Simplified) (ZH), English (EN)		New Policy	This document can be used by applicants over aged 60 – to declare the affordability of the relevant premium invested. Operational Forms Affordability Declaration (Bilingual) ULQ PR \| 10967
Asset Transfer Form for Wealth Management Plan with Utmost International Limited Hong Kong, Bilingual Chinese / English	This Bilingual Chinese / English form should be used when transferring external assets to Utmost International under your Wealth Management Plan. Before completing this form please make sure you receive and read the relevant principal brochure and Product Key Facts of the Wealth Management Plan.	Application Form	English (EN)		New Policy	This Bilingual Chinese / English form should be used when transferring external assets to Utmost International under your Wealth Management Plan. Before completing this form please make sure you receive and read the relevant principal brochure and Product Key Facts of the Wealth Management Plan. Application Form Asset Transfer Form for Wealth Management Plan with Utmost International Limited Hong Kong, Bilingual Chinese / English ULQ PR \| 10540
Important Facts Statement and Applicants Declarations Form for Wealth Management Plan with Utmost International Limited (Chinese)	Important Facts Statement and Applicants Declarations Form for Wealth Management Plan (Chinese Version).	Application Form	Chinese (Traditional) (ZH)	FOS	Addition to your Policy	Important Facts Statement and Applicants Declarations Form for Wealth Management Plan (Chinese Version). Application Form Important Facts Statement and Applicants Declarations Form for Wealth Management Plan with Utmost International Limited (Chinese) ULQ PR \| 10539
Professional Investor Declaration Corporate Trust (ie trust corporation) Applicants	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for corporate trust (ie trust corporation) applicants.	Operational Forms	Chinese (Simplified) (ZH), English (EN)		New Policy	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for corporate trust (ie trust corporation) applicants. Operational Forms Professional Investor Declaration Corporate Trust (ie trust corporation) Applicants ULQ PR \| 10110
Professional Investor Declaration Corporate Partnership Applicants (Bilingual)	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for corporate partnership applicants.	Operational Forms	Chinese (Simplified) (ZH), English (EN)		New Policy	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for corporate partnership applicants. Operational Forms Professional Investor Declaration Corporate Partnership Applicants (Bilingual) ULQ PR \| 10109
Professional Investor Declaration for Individual Applicants	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for individual applicants.	Operational Forms	Chinese (Simplified) (ZH), English (EN)		New Policy	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for individual applicants. Operational Forms Professional Investor Declaration for Individual Applicants ULQ PR \| 10108
Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Wealth Management Plan (English) Utmost International Isle of Man Limited	Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Wealth Management Plan (English).	Application Form	English (EN)	FOS	Addition to your Policy	Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Wealth Management Plan (English). Application Form Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Wealth Management Plan (English) Utmost International Isle of Man Limited ULQ PR \| 09214
Important Facts Statement (IFS) Executive Wealthbuilder Account (Chinese)	Important Facts Statement and Applicants Declarations.	Right to Change Your Mind Forms and guides/KFD	Chinese (Traditional) (ZH)	FOS	Addition to your Policy	Important Facts Statement and Applicants Declarations. Right to Change Your Mind Forms and guides/KFD Important Facts Statement (IFS) Executive Wealthbuilder Account (Chinese) ULQ PR \| 09153
Important Facts Statement (IFS) Executive Wealthbuilder Account (English)	Important Facts Statement and Applicants Declarations.	Right to Change Your Mind Forms and guides/KFD	English (EN)	FOS	Addition to your Policy	Important Facts Statement and Applicants Declarations. Right to Change Your Mind Forms and guides/KFD Important Facts Statement (IFS) Executive Wealthbuilder Account (English) ULQ PR \| 09152
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
Beneficiary Nomination Request Form – for Accountholders Policyholders	This form can be used where the Accountholders wish to transfer the ownership of the Contract on the death of the Relevant Accountholder and this does not bring the Contract to an end;orFor use by both Individual and Corporate Accountholders. Where the Accountholders wish to transfer the ownership of the benefits on the death of the Relevant Life Assured and this brings the Contract to an end.	Operational Forms	English (EN)	FOS	New Policy	This form can be used where the Accountholders wish to transfer the ownership of the Contract on the death of the Relevant Accountholder and this does not bring the Contract to an end;orFor use by both Individual and Corporate Accountholders. Where the Accountholders wish to transfer the ownership of the benefits on the death of the Relevant Life Assured and this brings the Contract to an end. Operational Forms Beneficiary Nomination Request Form – for Accountholders Policyholders ULQ PR \| 07959
Pay-By-Link Multi-Currency Bilingual English and Traditional Chinese	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited Hong Kong Branch client and pay regular premiums into your Executive Wealthbuilder Account, International Mortgage Account, Managed Account Plus, Managed Capital Account, Managed Pension Account, or Managed Savings Account, regardless of your current payment method, you can use the Pay-By-Link service.	Operational Forms	English (EN)		Making a change to your policy, New Policy	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited Hong Kong Branch client and pay regular premiums into your Executive Wealthbuilder Account, International Mortgage Account, Managed Account Plus, Managed Capital Account, Managed Pension Account, or Managed Savings Account, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms Pay-By-Link Multi-Currency Bilingual English and Traditional Chinese UL PR 00451
Details of Telegraphic Transfers	This document includes the banking details for Utmost International Isle of Man Limited Hong Kong Branch	Operational Forms	English (EN)	FOS	New Policy	This document includes the banking details for Utmost International Isle of Man Limited Hong Kong Branch Operational Forms Details of Telegraphic Transfers UL PR 00453
UIIOM Pay-By-Link Hong Kong Dollar	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums in Hong Kong Dollar, regardless of your current payment method, you can use the Pay-By-Link service to pay into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account.	Operational Forms	English (EN)		Making a change to your policy	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums in Hong Kong Dollar, regardless of your current payment method, you can use the Pay-By-Link service to pay into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account. Operational Forms UIIOM Pay-By-Link Hong Kong Dollar UL PR 00437
UIIOM Strength and Stability Brochure (Investor Protection)	UIIOM Strength and Stability Brochure (Investor Protection – Intermediary version)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	Addition to your Policy, Making a change to your policy, New Policy	UIIOM Strength and Stability Brochure (Investor Protection – Intermediary version) Tax and regulatory Literature/technical sales aids and literature UIIOM Strength and Stability Brochure (Investor Protection) UL PR 00364
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
UIIOM Corporate Infographic – Who we are (Traditional Chinese)	Company background on Utmost International Isle of Man Limited in one page.	Marketing Collateral	Chinese (Traditional) (ZH)	FOS	New Policy	Company background on Utmost International Isle of Man Limited in one page. Marketing Collateral UIIOM Corporate Infographic – Who we are (Traditional Chinese) UL \| 25146

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