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Title	Description	Insurer	Market	Asset Type	Language	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)	Utmost Wealth Solutions	Operational Forms	English (EN)	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
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)	Utmost Wealth Solutions	Operational Forms	English (EN)		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
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)	Utmost Wealth Solutions	Operational Forms	English (EN)	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
Swedish Executive Portfolio Loan Appendix Form	Complete this form if you wish for the Loan Appendix contained in this document to be incorporated into your policy.	Sweden (SE)	Utmost PanEurope	Operational Forms	English (EN)		Making a change to your policy	Complete this form if you wish for the Loan Appendix contained in this document to be incorporated into your policy. Operational Forms Swedish Executive Portfolio Loan Appendix Form UPEQ PR \| 14654
Policy Terms and Conditions for the Swedish Executive Portfolio – PRIIPs	Policy Terms and Conditions for Utmost PanEurope dac’s Swedish Executive Portfolio – PRIIPs.	Sweden (SE)	Utmost PanEurope	Policy Conditions	English (EN)	FOS	New Policy	Policy Terms and Conditions for Utmost PanEurope dac’s Swedish Executive Portfolio – PRIIPs. Policy Conditions Policy Terms and Conditions for the Swedish Executive Portfolio – PRIIPs UPEQ PR \| 14495
Företagsansökan ansökningsblankett (Swedish Executive Portfolio Application Form for Corporate Investors) Utmost PanEurope dac	Application Form for Corporate Investors wishing to invest in the Swedish Executive Portfolio – PRIIPs. This application is bilingual. Please note that you will also need to fill out the Tax Declaration and Self Certification document.	Sweden (SE)	Utmost PanEurope	Application Form	English (EN), Swedish (SV)	FOS	New Policy	Application Form for Corporate Investors wishing to invest in the Swedish Executive Portfolio – PRIIPs. This application is bilingual. Please note that you will also need to fill out the Tax Declaration and Self Certification document. Application Form Företagsansökan ansökningsblankett (Swedish Executive Portfolio Application Form for Corporate Investors) Utmost PanEurope dac UPEQ PR \| 14438
Privatansökan ansökningsblankett (Swedish Executive Portfolio Application Form for Individual Investors) Utmost PanEurope dac	Application Form for Individual Investors wishing to invest in the Swedish Executive Portfolio – PRIIPs. This application is bilingual. Please note that you will also need to fill out the Tax Declaration and Self Certification document.	Sweden (SE)	Utmost PanEurope	Application Form	English (EN), Swedish (SV)	FOS	New Policy	Application Form for Individual Investors wishing to invest in the Swedish Executive Portfolio – PRIIPs. This application is bilingual. Please note that you will also need to fill out the Tax Declaration and Self Certification document. Application Form Privatansökan ansökningsblankett (Swedish Executive Portfolio Application Form for Individual Investors) Utmost PanEurope dac UPEQ PR \| 14437
Swedish Executive Portfolio PRIIP – Faktablad Produkter	Detta dokument innehåller nyckelinformation om denna investeringsprodukt. Informationen, som är föreskriven i lag, är avsedd att klargöra produktens egenskaper, risker, kostnader, potentiella vinster och förluster.	Sweden (SE)	Utmost PanEurope	Key Information Document	Swedish (SV)	FOS	New Policy	Detta dokument innehåller nyckelinformation om denna investeringsprodukt. Informationen, som är föreskriven i lag, är avsedd att klargöra produktens egenskaper, risker, kostnader, potentiella vinster och förluster. Key Information Document Swedish Executive Portfolio PRIIP – Faktablad Produkter UPEQ PR \| 14414
Swedish Executive Portfolio – PRIIPs Key Information Document	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Sweden (SE)	Utmost PanEurope	Key Information Document	English (EN)	FOS	New Policy	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Swedish Executive Portfolio – PRIIPs Key Information Document UPEQ PR \| 14062
Ansökan om tilläggsinvestering till din Swedish Executive Portfolio (Top-up Form) with Utmost PanEurope dac	Gäller för privatägd, samt företagsägd försäkring. Please use this form if you would like to add an additional lump sum to an existing Swedish Executive Portfolio. This form can be used for Individual and Corporate Investors. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document, if applicable.	Sweden (SE)	Utmost PanEurope	Application Form	English (EN), Swedish (SV)	FOS	New Policy	Gäller för privatägd, samt företagsägd försäkring. Please use this form if you would like to add an additional lump sum to an existing Swedish Executive Portfolio. This form can be used for Individual and Corporate Investors. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document, if applicable. Application Form Ansökan om tilläggsinvestering till din Swedish Executive Portfolio (Top-up Form) with Utmost PanEurope dac UPEQ PR \| 12857
Överföra tillgångar till din Swedish Executive Portfolio (Transferring Assets to your Swedish Executive Portfolio)	Använd det här formuläret vid överföring av externa tillgångar till en Swedish Executive Portfolio. Se till att skaffa och läsa den tillämpliga kundbroschyren och försäkringsvillkoren för din Swedish Executive Portfolio innan det här formuläret fylls i. This form should be used when transferring external assets to a Swedish Executive Portfolio.	Sweden (SE)	Utmost PanEurope	Operational Forms	English (EN), Swedish (SV)		New Policy	Använd det här formuläret vid överföring av externa tillgångar till en Swedish Executive Portfolio. Se till att skaffa och läsa den tillämpliga kundbroschyren och försäkringsvillkoren för din Swedish Executive Portfolio innan det här formuläret fylls i. This form should be used when transferring external assets to a Swedish Executive Portfolio. Operational Forms Överföra tillgångar till din Swedish Executive Portfolio (Transferring Assets to your Swedish Executive Portfolio) UPEQ PR \| 12390
Formulär för förordnande av förmånstagare för Swedish Executive Portfolio med en försäkringstagare (Nomination Form – to Nominate Beneficiaries Under the Swedish Executive Portfolio, with one Policyholder)	Fyll i det här formuläret om försäkringstagaren vill förordna att äganderätten till Swedish Executive Portfolio vid försäkringstagarens död ska övergå till de förmånstagare. (This form is to be used when the Policyholder wishes to nominate that the ownership of the Swedish Executive Portfolio is transferred upon death of the Policyholders to the beneficiaries nominated in this form. This form is to be used when there is only one policyholder.)	Sweden (SE)	Utmost PanEurope	Operational Forms	English (EN), Swedish (SV)		New Policy	Fyll i det här formuläret om försäkringstagaren vill förordna att äganderätten till Swedish Executive Portfolio vid försäkringstagarens död ska övergå till de förmånstagare. (This form is to be used when the Policyholder wishes to nominate that the ownership of the Swedish Executive Portfolio is transferred upon death of the Policyholders to the beneficiaries nominated in this form. This form is to be used when there is only one policyholder.) Operational Forms Formulär för förordnande av förmånstagare för Swedish Executive Portfolio med en försäkringstagare (Nomination Form – to Nominate Beneficiaries Under the Swedish Executive Portfolio, with one Policyholder) UPEQ PR \| 12208
Formulär för förordnande av förmånstagare för Swedish Executive Portfolio med flera försäkringstagare (Nomination Form – to Nominate Beneficiaries Under the Swedish Executive Portfolio with multiple Policyholders)	Fyll i det här formuläret om försäkringstagarna vill förordna att äganderätten till Swedish Executive Portfolio vid en eller flera försäkringstagares död ska övergå till de kvarvarande försäkringstagarna, och vid den sista försäkringstagarens död till de förmånstagare. (This form is to be used when the Policyholder wishes to nominate that the ownership of the Swedish Executive Portfolio is transferred upon death of the Policyholders to the surviving policyholders and upon death of the last policyholder to the beneficiaries nominated in this form. This form is to be used when there are multiple policyholders.)	Sweden (SE)	Utmost PanEurope	Operational Forms	English (EN), Swedish (SV)	FOS	New Policy	Fyll i det här formuläret om försäkringstagarna vill förordna att äganderätten till Swedish Executive Portfolio vid en eller flera försäkringstagares död ska övergå till de kvarvarande försäkringstagarna, och vid den sista försäkringstagarens död till de förmånstagare. (This form is to be used when the Policyholder wishes to nominate that the ownership of the Swedish Executive Portfolio is transferred upon death of the Policyholders to the surviving policyholders and upon death of the last policyholder to the beneficiaries nominated in this form. This form is to be used when there are multiple policyholders.) Operational Forms Formulär för förordnande av förmånstagare för Swedish Executive Portfolio med flera försäkringstagare (Nomination Form – to Nominate Beneficiaries Under the Swedish Executive Portfolio with multiple Policyholders) UPEQ PR \| 12207
Produktbroschyr om Swedish Executive Portfolio (Client Brochure)	Client brochure to promote the benefits of the Swedish Executive Portfolio. This brochure is in Swedish.	Sweden (SE)	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Swedish (SV)	FOS	New Policy	Client brochure to promote the benefits of the Swedish Executive Portfolio. This brochure is in Swedish. Product Guides/Brochures/Snapshots and Training Materials Produktbroschyr om Swedish Executive Portfolio (Client Brochure) UPEQ PR \| 12179
Swedish Executive Portfolio Client Brochure (English)	Client product brochure promoting the benefits of the Swedish Executive Portfolio.	Sweden (SE)	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)		New Policy	Client product brochure promoting the benefits of the Swedish Executive Portfolio. Product Guides/Brochures/Snapshots and Training Materials Swedish Executive Portfolio Client Brochure (English) UPEQ PR \| 11836
Ansökningsblankett för tillägg av ytterligare livförsäkrad (Adding an Additional Life Assured) with Utmost PanEurope dac. Bilingual Swedish and English.	Application Form for Swedish Executive Portfolio to include an Additional Life Assured. Bilingual Swedish and English.	Sweden (SE)	Utmost PanEurope	Application Form	English (EN), Swedish (SV)	FOS	New Policy	Application Form for Swedish Executive Portfolio to include an Additional Life Assured. Bilingual Swedish and English. Application Form Ansökningsblankett för tillägg av ytterligare livförsäkrad (Adding an Additional Life Assured) with Utmost PanEurope dac. Bilingual Swedish and English. UPEQ PR \| 11828
Key Investor Document/ Tax and other important information for Sweden	This document provides the policyholder with important information before investing in the Swedish Executive Portfolio. This document does not contain a full overview of the pre-purchase information.	Sweden (SE)	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	Swedish (SV)	FOS	New Policy	This document provides the policyholder with important information before investing in the Swedish Executive Portfolio. This document does not contain a full overview of the pre-purchase information. Tax and regulatory Literature/technical sales aids and literature Key Investor Document/ Tax and other important information for Sweden UPEQ PR \| 11754
Utse en investeringsrådgivare till din Swedish Executive Portfolio (Appointing a Fund Adviser)	Denna blankett ska inte användas om ytterligare livförsäkringsskydd ingår (eller ska ingå) eller om försäkringstagaren har eller i framtiden kan komma att ha sin hemvist i storbritannien. Blanketten kan inte användas för att ta bort en livförsäkrad, utan endast för att lägga till livförsäkrade. Please use this form to appoint a fund adviser to a Swedish Executive Portfolio. The form must be completed by the policyholder and the fund adviser.	Sweden (SE)	Utmost PanEurope	Operational Forms	English (EN), Swedish (SV)	FOS	New Policy	Denna blankett ska inte användas om ytterligare livförsäkringsskydd ingår (eller ska ingå) eller om försäkringstagaren har eller i framtiden kan komma att ha sin hemvist i storbritannien. Blanketten kan inte användas för att ta bort en livförsäkrad, utan endast för att lägga till livförsäkrade. Please use this form to appoint a fund adviser to a Swedish Executive Portfolio. The form must be completed by the policyholder and the fund adviser. Operational Forms Utse en investeringsrådgivare till din Swedish Executive Portfolio (Appointing a Fund Adviser) UPEQ PR \| 11705
Blankett för investeringsinstruktion – Swedish Executive Portfolio Dealing Instruction Form UPE	Blankett för investeringsinstruktion – Swedish Executive Portfolio Dealing Instruction form UPE.	Sweden (SE)	Utmost PanEurope	Investment literature/Strategies	English (EN), Swedish (SV)		New Policy	Blankett för investeringsinstruktion – Swedish Executive Portfolio Dealing Instruction form UPE. Investment literature/Strategies Blankett för investeringsinstruktion – Swedish Executive Portfolio Dealing Instruction Form UPE UPEQ PR \| 11693
Begäran om byte av Förvaltare	Detta formulär kan användas för att begära att överföra vårdnad om tillgångar.This form can be used to request to transfer custodianship of assets.	Sweden (SE)	Utmost PanEurope	Operational Forms	English (EN), Swedish (SV)	FOS	Making a change to your policy	Detta formulär kan användas för att begära att överföra vårdnad om tillgångar.This form can be used to request to transfer custodianship of assets. Operational Forms Begäran om byte av Förvaltare UPEQ PR \| 06987
Swedish Executive Portfolio Produktöversikt	Detta dokument belyser produktegenskaperna och fördelarna med att investera i den Swedish Executive Portfolio.	Sweden (SE)	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Swedish (SV)		New Policy	Detta dokument belyser produktegenskaperna och fördelarna med att investera i den Swedish Executive Portfolio. Product Guides/Brochures/Snapshots and Training Materials Swedish Executive Portfolio Produktöversikt UPE PR 12714
Swedish Executive Portfolio PRIIPs Product Snapshot	This document highlights the product features and benefits of investing into the Swedish Executive Portfolio.	Sweden (SE)	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)		New Policy	This document highlights the product features and benefits of investing into the Swedish Executive Portfolio. Product Guides/Brochures/Snapshots and Training Materials Swedish Executive Portfolio PRIIPs Product Snapshot UPE PR 12697
Irland som jurisdiktion för fondförsäkringar i Europa	Detta produktstöd för rådgivare, förklarar varför Irland är optimalt för kapitalförsäkringar.	Sweden (SE)	Utmost PanEurope	Marketing Collateral	Swedish (SV)	FOS	Adviser Technical Insights and Webinars, New Policy	Detta produktstöd för rådgivare, förklarar varför Irland är optimalt för kapitalförsäkringar. Marketing Collateral Irland som jurisdiktion för fondförsäkringar i Europa UPE \| 25145

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