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Title	Description	Market	Language	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)	English (EN)	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)	English (EN)	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)	English (EN)	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)	English (EN)	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
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)	English (EN)	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 or Utmost PanEurope dac a range of portfolio bonds available in all regions (except Hong Kong).	Middle East, Singapore (SG)	English (EN)	Making a change to your policy	This form can be used with Utmost International Isle of Man Limited or Utmost PanEurope dac a range of portfolio bonds available in all regions (except Hong Kong). Operational Forms Appointing a Fund Adviser UWSQ PR \| 20985
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)	English (EN)	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	English (EN)	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)	English (EN)	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	English (EN)	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
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)	English (EN)	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
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	English (EN)	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)	English (EN)	New Policy	The published overdraft limit of transaction accounts for applicable portfolio bonds. Operational Forms Portfolio Bond Transaction Account Overdraft Limit UWSQ PR \| 14355
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)	English (EN)	Surrender or Claim	Surrender and Withdrawal Request Form for Portfolio Bond Operational Forms Portfolio Bond Withdrawal / Surrender Form UWSQ PR \| 13485
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)	English (EN)	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
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)	English (EN)	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)	English (EN)	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)	English (EN)	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 (Providing Limited Access)	This form allows Trustee Policyholders to request online access for their Clients/Members.	Singapore (SG)	English (EN)	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
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)	English (EN)	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)	English (EN)	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
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)	English (EN)	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
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)	English (EN)	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
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)	English (EN)	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)	English (EN)	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)	English (EN)	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
Varallisuuden Lähde	Varallisuuden Lähde asiakkaan varallisuustietojen toimittamisesta	Finland (FI)	Finnish (FI)	Making a change to your policy, New Policy	Varallisuuden Lähde asiakkaan varallisuustietojen toimittamisesta Operational Forms Varallisuuden Lähde UWS PR 00433
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)	Italian (IT)	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
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)	Portuguese (PT)	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)	Italian (IT)	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)	Portuguese (PT)	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)	Spanish (ES)	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)	Spanish (ES)	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
Skatteuppgifter och försäkran För Enheter (SV)	Vänligen använd det här formuläret för att bekräfta skattestatusen för förvaltare och företagssökande. Please use this form to confirm the tax status for Trustee and Corporate applicants.	Europe Expat, Sweden (SE), United Kingdom (UK)	Swedish (SV)	New Policy	Vänligen använd det här formuläret för att bekräfta skattestatusen för förvaltare och företagssökande. Please use this form to confirm the tax status for Trustee and Corporate applicants. Operational Forms Skatteuppgifter och försäkran För Enheter (SV) ULQ PR \| 12690
Skatteuppgifter och Själv Certifieringan för Individer (SV)	Använd detta formulär för att bekräfta skattestatusen för enskilda sökande.	Europe Expat, Sweden (SE), United Kingdom (UK)	Swedish (SV)	Making a change to your policy, New Policy	Använd detta formulär för att bekräfta skattestatusen för enskilda sökande. Operational Forms Skatteuppgifter och Själv Certifieringan för Individer (SV) ULQ PR \| 12689
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)	English (EN)	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
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)	English (EN)	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
Deed of Assignment of Policies	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)	English (EN)	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 Deed of Assignment of Policies IOM PR 0015

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