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Title	Description	Insurer	Market	Asset Type	Language	Excerpt
Current Financial Information Request Form	Current Financial Information Request Form for use with a Utmost Worldwide policy, to confirm your current taxation status, residence, and financial information.	Hong Kong (HK), Rest of the World, Singapore (SG), Switzerland (CH), United Kingdom (UK)	Utmost Worldwide	Source of funds/wealth	English (EN)	Current Financial Information Request Form for use with a Utmost Worldwide policy, to confirm your current taxation status, residence, and financial information. Source of funds/wealth Current Financial Information Request Form UWWS PR 00119
Utmost Worldwide Source of Wealth Questionnaire	Source of Wealth Questionnaire for providing details of a client’s wealth (for high risk clients/clients subject to enhanced due diligence). This questionnaire seeks to obtain information and documentation to establish the source of wealth for Utmost Worldwide Limited clients.	Hong Kong (HK), Singapore (SG), Switzerland (CH)	Utmost Worldwide	Operational Forms	English (EN)	Source of Wealth Questionnaire for providing details of a client’s wealth (for high risk clients/clients subject to enhanced due diligence). This questionnaire seeks to obtain information and documentation to establish the source of wealth for Utmost Worldwide Limited clients. Operational Forms Utmost Worldwide Source of Wealth Questionnaire UWWS PR 00123
UWS Impact of Charges for Advice on your Policy	Charges for advice and/or related services are agreed between you and your adviser.This guide is designed to be used where you have added a charge for advice to your policy or have changed the existing level of adviser charges being paid. It explains the impact charges for advice will have on the value of your policy over time.	United Kingdom (UK)	Utmost Wealth Solutions	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Charges for advice and/or related services are agreed between you and your adviser.This guide is designed to be used where you have added a charge for advice to your policy or have changed the existing level of adviser charges being paid. It explains the impact charges for advice will have on the value of your policy over time. Product Guides/Brochures/Snapshots and Training Materials UWS Impact of Charges for Advice on your Policy UWS PR 00468
Technical Sales Briefing – Calculating and Reporting Periodic Charges	Many years have now passed since the changes to the relevant property regime back in 2006 and trustees will need to be aware of their responsibility in assessing whether a charge to inheritance tax (IHT) is due in respect of policies written subject to discretionary trusts issued post 21 March 2006.This Technical Sales Briefing has been designed to explain the ten yearly periodic charge which could be applicable to such policies. It also clarifies the reporting requirements for trustees, what information they will require and looks at what Utmost International Isle of Man Limited will be doing to support settlors, trustees and advisers in this process.	United Kingdom (UK)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Many years have now passed since the changes to the relevant property regime back in 2006 and trustees will need to be aware of their responsibility in assessing whether a charge to inheritance tax (IHT) is due in respect of policies written subject to discretionary trusts issued post 21 March 2006.This Technical Sales Briefing has been designed to explain the ten yearly periodic charge which could be applicable to such policies. It also clarifies the reporting requirements for trustees, what information they will require and looks at what Utmost International Isle of Man Limited will be doing to support settlors, trustees and advisers in this process. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Calculating and Reporting Periodic Charges IOM PR 0100
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.	Not country specific	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	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
French Executive Portfolio Dealing Form	This form can be used if your clients wish to change the assets their French Executive Portfolio is linked to.	Europe Expat	Utmost PanEurope	Investment literature/Strategies	English (EN)	This form can be used if your clients wish to change the assets their French Executive Portfolio is linked to. Investment literature/Strategies French Executive Portfolio Dealing Form UPEQ PR \| 20736
Deed of Retirement of Trustee (Trustees have Power of Appointment)	A Deed of Retirement of Trustee for use where the trustees have power of appointment in the original deed. If the settlor has power of appointment, this deed will be invalid.	United Kingdom (UK)	Utmost Wealth Solutions	Trust Literature	English (EN)	A Deed of Retirement of Trustee for use where the trustees have power of appointment in the original deed. If the settlor has power of appointment, this deed will be invalid. Trust Literature Deed of Retirement of Trustee (Trustees have Power of Appointment) AWI PR 0218
Australian Tax Residents – Life Policies (Chinese)	This document is an overview of the taxation of Utmost International Life bonds owned by an individual who returns or moves to Australia and becomes an Australian resident.	Singapore (SG)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)	This document is an overview of the taxation of Utmost International Life bonds owned by an individual who returns or moves to Australia and becomes an Australian resident. Tax and regulatory Literature/technical sales aids and literature Australian Tax Residents – Life Policies (Chinese) UWSQ PR \| 18272
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)	Utmost Wealth Solutions	Operational Forms	English (EN)	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
Assignment of Policies Form	Please use this form to assign ownership of segments to an individual, including splitting out segments to form a new bond.This is only for use with former Quilter International products.	Middle East, Rest of the World, United Kingdom (UK)	Utmost International - IoM	Operational Forms	English (EN)	Please use this form to assign ownership of segments to an individual, including splitting out segments to form a new bond.This is only for use with former Quilter International products. Operational Forms Assignment of Policies Form UL PR 00417
Education Fees Planning Case Study	This document informs clients how they can plan to pay their grandchildren’s education fees	Europe Expat, United Kingdom (UK)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	English (EN)	This document informs clients how they can plan to pay their grandchildren’s education fees Tax and regulatory Literature/technical sales aids and literature Education Fees Planning Case Study AWI PR 0008
Change of Client Information	Use this form to request a change of Client information	United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	English (EN)	Use this form to request a change of Client information Operational Forms Change of Client Information ULU CONT3473
Deed Appointing Additional Trustees (Settlor has Power of Appointment)	Deed Appointing Additional Trustees whereby the Settlor has Power of Appointment. If the Trustees have Power of Appointment in the original deed, this deed will be invalid.	United Kingdom (UK)	Utmost Wealth Solutions	Trust Literature	English (EN)	Deed Appointing Additional Trustees whereby the Settlor has Power of Appointment. If the Trustees have Power of Appointment in the original deed, this deed will be invalid. Trust Literature Deed Appointing Additional Trustees (Settlor has Power of Appointment) IOM PR 0029
Deed of Retirement of Trustee (Settlor has Power of Appointment)	Deed of Retirement of Trustee whereby the Settlor has power of appointment. If the Trustee has power of appointment in accordance with the terms of the original trust, this deed will be invalid.	United Kingdom (UK)	Utmost Wealth Solutions	Trust Literature	English (EN)	Deed of Retirement of Trustee whereby the Settlor has power of appointment. If the Trustee has power of appointment in accordance with the terms of the original trust, this deed will be invalid. Trust Literature Deed of Retirement of Trustee (Settlor has Power of Appointment) IOM PR 0020
Client Information and Change of Details Form	This form is intended for Utmost Worldwide 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.	Hong Kong (HK), Rest of the World, Singapore (SG), Switzerland (CH), United Kingdom (UK)	Utmost Worldwide	Operational Forms	English (EN)	This form is intended for Utmost Worldwide 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 Client Information and Change of Details Form UWWS PR 00106
Registration Request Form for the Online Service Centre (Singapore)	Registration Request Form to gain access to Utmost Worldwide Limited’s Online Service Centre, for individual applicants in the Singapore market	Singapore (SG)	Utmost Worldwide	Operational Forms	English (EN)	Registration Request Form to gain access to Utmost Worldwide Limited’s Online Service Centre, for individual applicants in the Singapore market Operational Forms Registration Request Form for the Online Service Centre (Singapore) UWWS PR 00019
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)	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)	Utmost Wealth Solutions	Operational Forms	English (EN)	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
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)	Utmost Wealth Solutions	Operational Forms	English (EN)	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
Appointing a Fund Adviser	This form can be used with Utmost International Isle of Man Limited orUtmost PanEurope dac a range of portfolio bonds available in all regions (except Hong Kong).	Middle East, Singapore (SG)	Utmost Wealth Solutions	Operational Forms	English (EN)	This form can be used with Utmost International Isle of Man Limited orUtmost 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 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	Utmost Wealth Solutions	Operational Forms	English (EN)	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)	Utmost Wealth Solutions	Operational Forms	English (EN)	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
How to Submit a Dealing Request on Wealth Interactive	This guide shows you how to submit a Dealing Instruction in three easy steps through Wealth Interactive.	Europe Expat, Hong Kong (HK), Middle East, Singapore (SG), United Kingdom (UK)	Utmost Wealth Solutions	Investment literature/Strategies	English (EN)	This guide shows you how to submit a Dealing Instruction in three easy steps through Wealth Interactive. Investment literature/Strategies How to Submit a Dealing Request on Wealth Interactive UWSQ PR \| 20000
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	Utmost Wealth Solutions	Operational Forms	English (EN)	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
Kenya tax note	Taxation of an Offshore Life Assurance or Redemption Policy Purchased Outside of Kenya by a Kenyan Resident	Singapore (SG)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Taxation of an Offshore Life Assurance or Redemption Policy Purchased Outside of Kenya by a Kenyan Resident Tax and regulatory Literature/technical sales aids and literature Kenya tax note UWSQ PR \| 13571
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)	Utmost Wealth Solutions	Operational Forms	English (EN)	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
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)	Utmost Wealth Solutions	Operational Forms	English (EN)	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
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)	Utmost Wealth Solutions	Operational Forms	English (EN)	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
Application Form for an Online Service Account and Appointment of a Lead Policyholder on Wealth Interactive with Utmost International Portfolio Bonds	Application Form for an Online Service Account and Appointment of a Lead Policyholder on Wealth Interactive with Utmost International Portfolio Bonds.	Hong Kong (HK), Singapore (SG), United Kingdom (UK)	Utmost Wealth Solutions	Application Form	English (EN)	Application Form for an Online Service Account and Appointment of a Lead Policyholder on Wealth Interactive with Utmost International Portfolio Bonds. Application Form Application Form for an Online Service Account and Appointment of a Lead Policyholder on Wealth Interactive with Utmost International Portfolio Bonds UWSQ PR \| 10622
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)	Utmost Wealth Solutions	Operational Forms	English (EN)	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)	Utmost Wealth Solutions	Operational Forms	English (EN)	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
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)	Utmost Wealth Solutions	Operational Forms	English (EN)	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
UK Inheritance tax (IHT)	Infographic to raise awareness of IHT.	United Kingdom (UK)	Utmost Wealth Solutions	Marketing Collateral	English (EN)	Infographic to raise awareness of IHT. Marketing Collateral UK Inheritance tax (IHT) UWS PR 0168
Discretionary Trust – Settlor cannot be a Beneficiary	The Trust Deed may be used by a single Settlor or joint Settlors, who wish to place a new or existing bond into a Discretionary Trust and where the investment is with Utmost International Isle of Man Limited or Utmost PanEurope dac.	United Kingdom (UK)	Utmost Wealth Solutions	Trust Literature	English (EN)	The Trust Deed may be used by a single Settlor or joint Settlors, who wish to place a new or existing bond into a Discretionary Trust and where the investment is with Utmost International Isle of Man Limited or Utmost PanEurope dac. Trust Literature Discretionary Trust – Settlor cannot be a Beneficiary UWS PR 0130
Trust Register Internal Form	Trust Register Internal Form	United Kingdom (UK)	Utmost Wealth Solutions	Trust Literature	English (EN)	Trust Register Internal Form Trust Literature Trust Register Internal Form UWS PR 00463
Utmost Group	For clients leaving Asia or the Middle East to settle in Europe with an existing Utmost policy	Rest of the World	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	For clients leaving Asia or the Middle East to settle in Europe with an existing Utmost policy Tax and regulatory Literature/technical sales aids and literature Utmost Group UWS PR 00435
Varallisuuden Lähde	Varallisuuden Lähde asiakkaan varallisuustietojen toimittamisesta	Finland (FI)	Utmost Wealth Solutions	Operational Forms	Finnish (FI)	Varallisuuden Lähde asiakkaan varallisuustietojen toimittamisesta Operational Forms Varallisuuden Lähde UWS PR 00433
Technical Note Moving from Sweden to Spain	Utmost PanEurope technical briefing regarding policyholders who wish to move from Sweden to Spain and take their policy with them.	Spain (ES), Sweden (SE)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Utmost PanEurope technical briefing regarding policyholders who wish to move from Sweden to Spain and take their policy with them. Tax and regulatory Literature/technical sales aids and literature Technical Note Moving from Sweden to Spain UWS PR 00406
Technical Note Moving from Finland to Spain	Utmost PanEurope technical briefing regarding policyholders who wish to move from Finland to Spain and take their policy with them.	Finland (FI), Spain (ES)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Utmost PanEurope technical briefing regarding policyholders who wish to move from Finland to Spain and take their policy with them. Tax and regulatory Literature/technical sales aids and literature Technical Note Moving from Finland to Spain UWS PR 00405
UPE Declaration of Residence Outside of Ireland	Utmost PanEurope Policyholders resident outside of Ireland must make the declarations contained in this form in order to receive payments without the deduction of Irish tax if they hold a policy issued by an Irish insurer.	Europe Expat, Rest of the World, United Kingdom (UK)	Utmost PanEurope	Operational Forms	English (EN)	Utmost PanEurope Policyholders resident outside of Ireland must make the declarations contained in this form in order to receive payments without the deduction of Irish tax if they hold a policy issued by an Irish insurer. Operational Forms UPE Declaration of Residence Outside of Ireland UPEQ PR \| 20900
Mutual Stipulations and Nomination Form Irish jointly Owned Products	This form should be used for policies subject to the laws of Belgium, Cyprus, Spain or Sweden. Complete this form if you are the policyholder and request for the mutual stipulations wording to be applied to your policy and also wish to nominate the beneficiary(ies) listed in the appointment of beneficiary(ies) for your policy.	Belgium (BE), Cyprus (CY), Spain (ES), Sweden (SE)	Utmost PanEurope	Operational Forms	English (EN)	This form should be used for policies subject to the laws of Belgium, Cyprus, Spain or Sweden. Complete this form if you are the policyholder and request for the mutual stipulations wording to be applied to your policy and also wish to nominate the beneficiary(ies) listed in the appointment of beneficiary(ies) for your policy. Operational Forms Mutual Stipulations and Nomination Form Irish jointly Owned Products UPEQ PR \| 21042
Beneficiary Nomination Request for non UK residents	This is a Beneficiary Nomination Request form for non UK resident Policyholders for Utmost PanEurope dac	Europe Expat	Utmost PanEurope	Operational Forms	English (EN)	This is a Beneficiary Nomination Request form for non UK resident Policyholders for Utmost PanEurope dac Operational Forms Beneficiary Nomination Request for non UK residents UPEQ PR \| 14896
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)	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
UPE Deed of Assignment	UPE Deed of Assignment		Utmost PanEurope	Operational Forms	English (EN)	UPE Deed of Assignment Operational Forms UPE Deed of Assignment UPE_WS \| 4466
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)	Utmost Wealth Solutions	Operational Forms	Italian (IT)	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)	Utmost Wealth Solutions	Operational Forms	Portuguese (PT)	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)	Utmost Wealth Solutions	Operational Forms	Italian (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. Operational Forms Autocertificazione Ai Fini Fiscali Contraente Persona Guirdica eo Societá Fiduciaria (IT) UPE PR 12862
Ilmoitus Verosääntöjen Noudattamisesta Oikeushenkilöille (Tax Declaration and Self-Certification for Entity Investors) Bilingual FI/EN	The Tax Declaration and Self-Certification form should be completed in order to 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)	Utmost PanEurope	Operational Forms	English (EN), Finnish (FI)	The Tax Declaration and Self-Certification form should be completed in order to 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 Ilmoitus Verosääntöjen Noudattamisesta Oikeushenkilöille (Tax Declaration and Self-Certification for Entity Investors) Bilingual FI/EN UPE PR 12865
Déclaration Fiscale et Auto certification pour les Investisseurs Personnes Morales	Il vous a été demandé de remplir ce formulaire afin que la compagnie concernée puisse déclarer correctement votre contrat dans le cadre des accords d’échange d’informations fiscales, y compris FATCA et CRS.Ce formulaire doit être signé par la personne appropriée comme indiqué ci-dessous :› Pour une entreprise – Une personne qui a le pouvoir de signer, par exemple un dirigeant ou un administrateur d’une entreprise.	France (FR)	Utmost PanEurope	Operational Forms	French (FR)	Il vous a été demandé de remplir ce formulaire afin que la compagnie concernée puisse déclarer correctement votre contrat dans le cadre des accords d’échange d’informations fiscales, y compris FATCA et CRS.Ce formulaire doit être signé par la personne appropriée comme indiqué ci-dessous :› Pour une entreprise – Une personne qui a le pouvoir de signer, par exemple un dirigeant ou un administrateur d’une entreprise. Operational Forms Déclaration Fiscale et Auto certification pour les Investisseurs Personnes Morales UPE PR 12861
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)	Utmost Wealth Solutions	Operational Forms	Portuguese (PT)	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
Formulaire de Changement de Coordonnées Personnelles	Ce formulaire est destiné aux clients d’Utmost PanEurope dac qui souhaitent nous informer de toute modification de leurs données personnelles, telles que le nom, le spécimen de signature, l’adresse, l’adresse e-mail ou le numéro de téléphone.	France (FR)	Utmost PanEurope	Operational Forms	English (EN)	Ce formulaire est destiné aux clients d’Utmost PanEurope dac qui souhaitent nous informer de toute modification de leurs données personnelles, telles que le nom, le spécimen de signature, l’adresse, l’adresse e-mail ou le numéro de téléphone. Operational Forms Formulaire de Changement de Coordonnées Personnelles UPE PR 12836
UPE Notification of Pledge Form	This Utmost PanEurope dac form is for completion by all policyholders, if they wish to pledge their policy to a pledgee/pledge creditor as security.	Chile (CL), Europe Expat, Italy (IT), Mexico (MX), Portugal (PT), Spain (ES), United Kingdom (UK)	Utmost PanEurope	Operational Forms	English (EN)	This Utmost PanEurope dac form is for completion by all policyholders, if they wish to pledge their policy to a pledgee/pledge creditor as security. Operational Forms UPE Notification of Pledge Form UPE PR 12834
UPE Pay-By-Link Pound Sterling	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account in Pound Sterling, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Operational Forms	English (EN)	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account in Pound Sterling, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UPE Pay-By-Link Pound Sterling UPE PR 12774
UPE Pay-By-Link US Dollar	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account inUS Dollar, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Operational Forms	English (EN)	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account inUS Dollar, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UPE Pay-By-Link US Dollar UPE PR 12773
UPE Pay-By-Link Euro	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account inEuro, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Operational Forms	English (EN)	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account inEuro, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UPE Pay-By-Link Euro UPE PR 12772
Client Information and Change of Details Form	This form is intended for Utmost PanEurope dac customers (with a Scottish Mutual International or Phoenix Life branded policy) who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number.		Utmost PanEurope	Operational Forms	English (EN)	This form is intended for Utmost PanEurope dac customers (with a Scottish Mutual International or Phoenix Life branded policy) 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 Client Information and Change of Details Form UPE PR 12745
Client Information and Change of Details Form	This form is intended for most Utmost PanEurope dac customers who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number.	Chile (CL), Finland (FI), France (FR), Italy (IT), Mexico (MX), Portugal (PT), Spain (ES), United Kingdom (UK)	Utmost PanEurope	Operational Forms	English (EN)	This form is intended for most Utmost PanEurope dac 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 Client Information and Change of Details Form UPE PR 12682
Déclaration Fiscale et Auto-certification pour les Investisseurs Individuels	Il vous a été demandé de remplir ce formulaire afin que la compagnie concernée puisse déclarer correctement votre contrat dans le cadre des accords d’échange d’informations fiscales, y compris FATCA et CRS. Ce formulaire doit être complété par:• Le titulaire de la police (parfois appelé titulaire du régime ou titulaire du compte)• Les personnes autorisées à signer au nom de l’Assuré, par exemple leur mandataire ou leur adjoint désigné par le tribunal, lorsque nous détenons les documents appropriés qui peuvent justifier l’intervention d’une personne autorisée.	France (FR)	Utmost PanEurope	Operational Forms	French (FR)	Il vous a été demandé de remplir ce formulaire afin que la compagnie concernée puisse déclarer correctement votre contrat dans le cadre des accords d’échange d’informations fiscales, y compris FATCA et CRS. Ce formulaire doit être complété par:• Le titulaire de la police (parfois appelé titulaire du régime ou titulaire du compte)• Les personnes autorisées à signer au nom de l’Assuré, par exemple leur mandataire ou leur adjoint désigné par le tribunal, lorsque nous détenons les documents appropriés qui peuvent justifier l’intervention d’une personne autorisée. Operational Forms Déclaration Fiscale et Auto-certification pour les Investisseurs Individuels UPE PR 00232
Appointment of the Policyholder as Investment Manager	Appointment of the Policyholder as Investment Manager	ASIA	Utmost PCC Limited	Operational Forms	English (EN)	Appointment of the Policyholder as Investment Manager Operational Forms Appointment of the Policyholder as Investment Manager UPCC CONT1716
Appointment of an Investment Manager	Appointment of an Investment Manager form	Mexico (MX)	Utmost PCC Limited	Operational Forms	English (EN)	Appointment of an Investment Manager form Operational Forms Appointment of an Investment Manager UPCC CONT1533
Residential Address and Means of Communication	Use this form to request a change of Communication Means and address for South Africa.	South Africa (ZA)	Utmost Luxembourg S.A	Operational Forms	English (EN)	Use this form to request a change of Communication Means and address for South Africa. Operational Forms Residential Address and Means of Communication ULU PCON1607
Residential Address and Means of Communication	Use this form to request a change of Communication Means and address for Malta.	Malta (MT)	Utmost Luxembourg S.A	Operational Forms	English (EN)	Use this form to request a change of Communication Means and address for Malta. Operational Forms Residential Address and Means of Communication ULU PCON1606
Residential Address and Means of Communication	Use this form to request a change of Communication Means and address for Israel.	Israel (IL)	Utmost Luxembourg S.A	Operational Forms	English (EN)	Use this form to request a change of Communication Means and address for Israel. Operational Forms Residential Address and Means of Communication ULU PCON1604
Residential Address and Means of Communication	Use this form to request a change of Communication Means and address for Jersey.	Jersey (JE)	Utmost Luxembourg S.A	Operational Forms	English (EN)	Use this form to request a change of Communication Means and address for Jersey. Operational Forms Residential Address and Means of Communication ULU PCON1605
Residential Address and Means of Communication	Use this form to request a change of Communication Means and address for Cyprus.	Cyprus (CY)	Utmost Luxembourg S.A	Operational Forms	English (EN)	Use this form to request a change of Communication Means and address for Cyprus. Operational Forms Residential Address and Means of Communication ULU PCON1602
Switch Authorisation	Use this form to request a switch of investments on your policy for Norway.	Norway (NO)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	English (EN)	Use this form to request a switch of investments on your policy for Norway. Surrender/Claim/Withdrawal/Switch Switch Authorisation ULU PCON1594
Change of Client Role	Change of Client Role form	United Kingdom (UK)	Utmost Luxembourg S.A	Operational Forms	English (EN)	Change of Client Role form Operational Forms Change of Client Role ULU CONT3934
Change of Client Information	Change of Client Information form	ASIA	Utmost Luxembourg S.A	Operational Forms	English (EN)	Change of Client Information form Operational Forms Change of Client Information ULU CONT3530
Addendum	Portability addendum – UK market	United Kingdom (UK)	Utmost Luxembourg S.A	Portability	English (EN)	Portability addendum – UK market Portability Addendum ULU CONT2485
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)	Utmost Wealth Solutions	Operational Forms	Spanish (ES)	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
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.	Hong Kong (HK), Middle East, Rest of the World, Singapore (SG)	Utmost International - IoM	Compliance and Risk Collateral (privacy notices/footers etc)	English (EN)	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
Hong Kong switch form for use with Unit-linked accounts (English)	Switch Form for use with Unit-Linked Accounts. For Hong Kong use only.	Hong Kong (HK)	Utmost International - IoM	Operational Forms	English (EN)	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
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)	Utmost Wealth Solutions	Operational Forms	Spanish (ES)	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
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.	Singapore (SG)	Utmost International - IoM	Operational Forms	English (EN)	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
Skatteuppgifter och Själv Certifieringan för Individer (SV)	Använd detta formulär för att bekräfta skattestatusen för enskilda sökande.	Europe Expat, Sweden (SE), United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	Swedish (SV)	Använd detta formulär för att bekräfta skattestatusen för enskilda sökande. Operational Forms Skatteuppgifter och Själv Certifieringan för Individer (SV) ULQ PR \| 12689
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.	Singapore (SG)	Utmost International - IoM	Operational Forms	English (EN)	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.	Singapore (SG)	Utmost International - IoM	Operational Forms	English (EN)	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.	Singapore (SG)	Utmost International - IoM	Trust Literature	English (EN)	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.	Singapore (SG)	Utmost International - IoM	Operational Forms	English (EN)	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.	Singapore (SG)	Utmost International - IoM	Operational Forms	English (EN)	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.	Singapore (SG)	Utmost International - IoM	Operational Forms	English (EN)	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
Delegated Switching Authority Form	This form can be used by clients to delegate the switching of funds to their funds adviser. The fund adviser will then be able to switch funds at any time without the need for client approval.	Middle East, Rest of the World	Utmost International - IoM	Operational Forms	English (EN)	This form can be used by clients to delegate the switching of funds to their funds adviser. The fund adviser will then be able to switch funds at any time without the need for client approval. Operational Forms Delegated Switching Authority Form ULQ PR \| 00838
Novation Agreement	This agreement is used where the servicing rights for a number of Utmost International Isle of Man Limited policies, former Quilter UPE policies or Alpha International products, administered by Utmost Wealth Solutions are being transferred from one financial adviser firm to another following a novation.This form is to be completed by financial advisers only.	United Kingdom (UK)	Utmost International - IoM	Operational Forms	English (EN)	This agreement is used where the servicing rights for a number of Utmost International Isle of Man Limited policies, former Quilter UPE policies or Alpha International products, administered by Utmost Wealth Solutions are being transferred from one financial adviser firm to another following a novation.This form is to be completed by financial advisers only. Operational Forms Novation Agreement UL PR 0243
UIIOM Pay-By-Link Pound Sterling	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 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 inPound Sterling, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, Middle East, Rest of the World, United Kingdom (UK)	Utmost International - IoM	Operational Forms	English (EN)	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 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 inPound Sterling, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UIIOM Pay-By-Link Pound Sterling UL PR 00450
UIIOM Pay-By-Link Euro	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 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 inEuro, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, Middle East, Rest of the World, United Kingdom (UK)	Utmost International - IoM	Operational Forms	English (EN)	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 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 inEuro, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UIIOM Pay-By-Link Euro UL PR 00439
Pay-By-Link US 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 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 inUS Dollar, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, Middle East, Rest of the World, United Kingdom (UK)	Utmost International - IoM	Operational Forms	English (EN)	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 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 inUS Dollar, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms Pay-By-Link US Dollar UL PR 00438
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.	Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK)	Utmost International - IoM	Operational Forms	English (EN)	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
Transferring Ownership of a Bond UIIOM	Transferring Ownership of a Bond – Assignments and Policy Splits (UIIOM).	United Kingdom (UK)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Transferring Ownership of a Bond – Assignments and Policy Splits (UIIOM). Tax and regulatory Literature/technical sales aids and literature Transferring Ownership of a Bond UIIOM UL PR 00365
UIIOM Strength and Stability Brochure (Investor Protection)	UIIOM Strength and Stability Brochure (Investor Protection – Intermediary version)	Hong Kong (HK), Rest of the World, United Kingdom (UK)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	English (EN)	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
A Guide to Online Dealing	A Guide to Online Dealing	United Kingdom (UK)	Utmost International - IoM	Investment literature/Strategies	English (EN)	A Guide to Online Dealing Investment literature/Strategies A Guide to Online Dealing UL PR 00344
Assignment of Policy for Surrender Form	This Assignment and Surrender Form can be used for assigning of policies for immediate surrender.	United Kingdom (UK)	Utmost International - IoM	Operational Forms	English (EN)	This Assignment and Surrender Form can be used for assigning of policies for immediate surrender. Operational Forms Assignment of Policy for Surrender Form UL PR 00334
Executive Pension Request to Transfer to an Approved Retirement Fund	Request to transfer the fund or part of the fund accrued under the scheme or scheme(s) in respect of the Member’s retirement benefits to an approved retirement fund.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Operational Forms	English (EN)	Request to transfer the fund or part of the fund accrued under the scheme or scheme(s) in respect of the Member’s retirement benefits to an approved retirement fund. Operational Forms Executive Pension Request to Transfer to an Approved Retirement Fund UIC PR 00185
Overseas Transfer Declaration	Declaration form to confirm that the transfer request conforms to the requirements of the Occupational Pension Schemes and Personal Retirement Savings Accounts and is for bona fide purpose.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Operational Forms	English (EN)	Declaration form to confirm that the transfer request conforms to the requirements of the Occupational Pension Schemes and Personal Retirement Savings Accounts and is for bona fide purpose. Operational Forms Overseas Transfer Declaration UIC PR 00183
Lost Deed of Assignment, Trust and Indemnity Declaration	Issued by Utmost PanEurope dac to allow policy owner to declare the loss of Deed of Assignment and/or Trust Deed and to provide Utmost PanEurope with an indemnity.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Trust Literature	English (EN)	Issued by Utmost PanEurope dac to allow policy owner to declare the loss of Deed of Assignment and/or Trust Deed and to provide Utmost PanEurope with an indemnity. Trust Literature Lost Deed of Assignment, Trust and Indemnity Declaration UIC PR 00181
Switch Instruction Form	This Switch Instruction Form can be used to capture the bond switch details along with the bond owners for both personal and corporate investors.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Operational Forms	English (EN)	This Switch Instruction Form can be used to capture the bond switch details along with the bond owners for both personal and corporate investors. Operational Forms Switch Instruction Form UIC PR 00170
Erklärung Wohnsitzdefinition	This declaration must be signed by policyholders who are neither resident nor ordinarily resident in Ireland or by personal representatives signing on behalf of deceased persons.	Germany (DE)	Utmost PanEurope	Operational Forms	German (DE)	This declaration must be signed by policyholders who are neither resident nor ordinarily resident in Ireland or by personal representatives signing on behalf of deceased persons. Operational Forms Erklärung Wohnsitzdefinition UIC PR 00163
Declaration of Loss of Plan Schedule	For Products formerly Scottish Mutual International this form is used to declare the loss of Plan Schedule and any owners of the bond, both personal and corporate investors.	Germany (DE)	Utmost PanEurope	Operational Forms	English (EN)	For Products formerly Scottish Mutual International this form is used to declare the loss of Plan Schedule and any owners of the bond, both personal and corporate investors. Operational Forms Declaration of Loss of Plan Schedule UIC PR 00158
Meldung Über den Verlust der Versicherungsurkunde	This form is used to declare the loss of Plan Schedule and any owners of the bond, both personal and corporate investors.	Germany (DE)	Utmost PanEurope	Operational Forms	German (DE)	This form is used to declare the loss of Plan Schedule and any owners of the bond, both personal and corporate investors. Operational Forms Meldung Über den Verlust der Versicherungsurkunde UIC PR 00157
Multi-Product Nomination of External Manager or Custodian	This form can be used to nominate or replace an External Manager or Custodian.This is not for use with former Quilter products.	United Kingdom (UK)	Utmost International - IoM	Operational Forms	English (EN)	This form can be used to nominate or replace an External Manager or Custodian.This is not for use with former Quilter products. Operational Forms Multi-Product Nomination of External Manager or Custodian IOM PR 0110
Discounted Gift Trust – Absolute Trust	This Trust Deed is to be used to convert an existing Evolution bond into a Discounted Gift Trust	United Kingdom (UK)	Utmost International - IoM	Trust Literature	English (EN)	This Trust Deed is to be used to convert an existing Evolution bond into a Discounted Gift Trust Trust Literature Discounted Gift Trust – Absolute Trust IOM PR 0074
Discounted gift trust – discretionary trust	This Trust Deed is designed to be used only with pre-existing Evolution bonds, which meet the necessary criteria for conversion to a Discounted Gift Trust arrangement. This Trust Deed should be used alongside the Discounted Gift Trust Supplementary Application Form. Please speak to your financial adviser for details.	United Kingdom (UK)	Utmost International - IoM	Trust Literature	English (EN)	This Trust Deed is designed to be used only with pre-existing Evolution bonds, which meet the necessary criteria for conversion to a Discounted Gift Trust arrangement. This Trust Deed should be used alongside the Discounted Gift Trust Supplementary Application Form. Please speak to your financial adviser for details. Trust Literature Discounted gift trust – discretionary trust IOM PR 0073
Appointment of Financial Adviser – Utmost International Isle of Man	Please use this form to appointment a financial adviser.	United Kingdom (UK)	Utmost International - IoM	Operational Forms	English (EN)	Please use this form to appointment a financial adviser. Operational Forms Appointment of Financial Adviser – Utmost International Isle of Man IOM PR 0032
Assignment of Policies Form	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)	Utmost Wealth Solutions	Operational Forms	English (EN)	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 Assignment of Policies Form IOM PR 0015
Investor Declaration – UK Products	For Utmost International Isle of Man Limited policies within the UK market. You must read and sign this Declaration if you wish to link your bond to unregulated collective investment schemes and certain close substitutes, together known as non-mainstream pooled investments, which are investments that are generally restricted to sophisticated investors and high net worth individuals.	United Kingdom (UK)	Utmost International - IoM	Operational Forms	English (EN)	For Utmost International Isle of Man Limited policies within the UK market. You must read and sign this Declaration if you wish to link your bond to unregulated collective investment schemes and certain close substitutes, together known as non-mainstream pooled investments, which are investments that are generally restricted to sophisticated investors and high net worth individuals. Operational Forms Investor Declaration – UK Products IOM PR 0011
Utmost Wealth Solutions Loan Trust Guide	This guide focuses on some of the common benefits and issues associated with the use of the Loan Trust together with an investment bond.	United Kingdom (UK)	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	This guide focuses on some of the common benefits and issues associated with the use of the Loan Trust together with an investment bond. Tax and regulatory Literature/technical sales aids and literature Utmost Wealth Solutions Loan Trust Guide AWI PR 0031
Trust proposition tree	This document details our trust proposition tree.	United Kingdom (UK)	Utmost Wealth Solutions	Trust Literature	English (EN)	This document details our trust proposition tree. Trust Literature Trust proposition tree AWI PR 0014
Lost Policy Declaration	Please use this form to declare that your Utmost International Isle of Man Limited policy is lost.	United Kingdom (UK)	Utmost International - IoM	Operational Forms	English (EN)	Please use this form to declare that your Utmost International Isle of Man Limited policy is lost. Operational Forms Lost Policy Declaration AWI PR 0011
Utmost International Trustee Solutions Limited – Appointment of Trustee Form	Please use this form to inform Utmost of who you would like to appoint as a Trustee.	United Kingdom (UK)	Utmost International Trustee Solutions Limited	Trust Literature	English (EN)	Please use this form to inform Utmost of who you would like to appoint as a Trustee. Trust Literature Utmost International Trustee Solutions Limited – Appointment of Trustee Form ATS PR 0004

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