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Documents

Title	Description	Asset Type	Language	Regime	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.	Operational Forms	English (EN)	FOS	Please use this form when transferring assets to your Plan/Bond/Policy. For use withformer Quilter International Products, not for use in Hong Kong. Operational Forms Transferring Assets to Your Bond/Account UWSQ PR 25131
Request Remuneration to Your Financial Adviser	Please use this form to pay an ongoing service fee or ongoing service charge to your financial adviser. For use withformer Quilter International Products only.	Operational Forms	English (EN)	FOS	Please use this form to pay an ongoing service fee or ongoing service charge to your financial adviser. For use withformer Quilter International Products only. Operational Forms Request Remuneration to Your Financial Adviser UWSQ PR 25129
Lifestyle Trust FAQs (Client)	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	English (EN)	FOS	This question and answer document aims to answer any questions a client may have about the Lifestyle Trust. Product Guides/Brochures/Snapshots and Training Materials Lifestyle Trust FAQs (Client) UWSQ PR \| 25098
Lifestyle Trust FAQs (Intermediary)	This sales aid aims to answer any questions an Adviser may have about the Lifestyle Trust.	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	FOS	This sales aid aims to answer any questions an Adviser may have about the Lifestyle Trust. Product Guides/Brochures/Snapshots and Training Materials Lifestyle Trust FAQs (Intermediary) UWSQ PR \| 25097
Lifestyle Trust 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.	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	This brochure helps explain how the Lifestyle Trust can be used for inheritance tax planning with either an Utmost International Isle of Man Limited or Utmost PanEurope dac bond. Tax and regulatory Literature/technical sales aids and literature Lifestyle Trust Client Brochure UWSQ PR \| 25096
Lifestyle Trust Adviser Brochure	This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about.	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about. Tax and regulatory Literature/technical sales aids and literature Lifestyle Trust Adviser Brochure UWSQ PR \| 25093
Deed of Assignment (Assignments to or from Corporate Entities)	With this deed you can assign a policy to or from a corporate entity. For use with a policy issued under Isle of Man or English law.	Trust Literature	English (EN)	FOS	With this deed you can assign a policy to or from a corporate entity. For use with a policy issued under Isle of Man or English law. Trust Literature Deed of Assignment (Assignments to or from Corporate Entities) UWSQ PR \| 21051
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	Operational Forms	English (EN)	FOS	This questionnaire seeks to obtain information and documentation from the adviser to establish the source of wealth of high-risk clients of Utmost International Isle of Man Limited and Utmost PanEurope dac Operational Forms Source of Wealth Questionnaire UWSQ PR \| 20888
Digital Signature Application Form – Non UK	Digital signature application form – not for use in the UK	Operational Forms	English (EN)	FOS	Digital signature application form – not for use in the UK Operational Forms Digital Signature Application Form – Non UK UWSQ PR \| 20815
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.	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	This document provides a high-level summary of some of the key UK taxation benefits which an offshore bond can provide to a UK expatriate investor. Tax and regulatory Literature/technical sales aids and literature The Super Six – Tax Benefits of a Portfolio Bond for UK Expatriates UWSQ PR \| 18985
Portfolio Bond Transaction Account Overdraft Limit	The published overdraft limit of transaction accounts for applicable portfolio bonds.	Operational Forms	English (EN)	FOS	The published overdraft limit of transaction accounts for applicable portfolio bonds. Operational Forms Portfolio Bond Transaction Account Overdraft Limit UWSQ PR \| 14355
Stay In Touch with your Investments with Wealth Interactive	A client brochure promoting the benefits of using Wealth Interactive online service.	Guides and Supporting Documents	English (EN)	FOS	A client brochure promoting the benefits of using Wealth Interactive online service. Guides and Supporting Documents Stay In Touch with your Investments with Wealth Interactive UWSQ PR \| 09033
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.	Guides and Supporting Documents	English (EN)	FOS	Terms and Conditions for our online services to be read in conjunction with the relevant intermediary terms of business. Guides and Supporting Documents Terms and Conditions for Utmost International’s Online Services (Financial Adviser) UWSQ PR \| 08340
Qualifying Non-UK Pension Scheme Brochure – for a Flexible Future	This brochure provides information about overseas pension schemes that comply with Qualifying Non-UK Pension Scheme rules.	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	This brochure provides information about overseas pension schemes that comply with Qualifying Non-UK Pension Scheme rules. Tax and regulatory Literature/technical sales aids and literature Qualifying Non-UK Pension Scheme Brochure – for a Flexible Future UWSQ PR \| 08077
Loan Trust Deed – Manx Law Discretionary Version – Limited Liability Form	Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man Limited investments.	Trust Literature	English (EN)	FOS	Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man Limited investments. Trust Literature Loan Trust Deed – Manx Law Discretionary Version – Limited Liability Form UWSQ PR \| 07507
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.	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for trusts where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust. Tax and regulatory Literature/technical sales aids and literature Tax Declaration and Self-Certification for Trusts UTSQ PR \| 20885
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’	Compliance and Risk Collateral (privacy notices/footers etc)	English (EN)	FOS	Utmost International Isle of Man Limited, Utmost PanEurope dac, Utmost International Trustee Solutions and Utmost Worldwide Limited Anti-Money Laundering Requirements Guide ‘AML’ Compliance and Risk Collateral (privacy notices/footers etc) Anti-money Laundering Guide (AML) IOM PR 0121

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