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Title	Description	Asset Type	Product	Excerpt
Utmost Wealth Solutions Company Brochure – Adviser version	Company brochure for Utmost Wealth Solutions (Financial Adviser only).	Marketing Collateral	Non Product Specific	Company brochure for Utmost Wealth Solutions (Financial Adviser only). Marketing Collateral Utmost Wealth Solutions Company Brochure – Adviser version UPE_WS \| 05226
Lifestyle Trust Adviser Brochure	This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about.	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about. Tax and regulatory Literature/technical sales aids and literature Lifestyle Trust Adviser Brochure UWSQ PR \| 25093
Transferring Assets to Your Bond/Account	Please use this form when transferring assets to your Plan/Bond/Policy. For use withformer Quilter International Products, not for use in Hong Kong.	Operational Forms	European Executive Investment Bond – PRIIPs, Executive Investment Account, Executive Investment Bond, Executive Life Portfolio, Executive Redemption Bond, Executive Redemption Bond – QIME, International Portfolio Bond (Closed), Non Product Specific, Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus), Swedish Executive Portfolio – PRIIPs, Tailored Life Plan (TLP)	Please use this form when transferring assets to your Plan/Bond/Policy. For use withformer Quilter International Products, not for use in Hong Kong. Operational Forms Transferring Assets to Your Bond/Account UWSQ PR 25131
Request Remuneration to Your Financial Adviser	Please use this form to pay an ongoing service fee or ongoing service charge to your financial adviser. For use withformer Quilter International Products only.	Operational Forms	Non Product Specific	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.	Operational Forms	Non Product Specific	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
Lifestyle Trust FAQs (Client)	This question and answer document aims to answer any questions a client may have about the Lifestyle Trust.	Product Guides/Brochures/Snapshots and Training Materials	Non Product Specific	This question and answer document aims to answer any questions a client may have about the Lifestyle Trust. Product Guides/Brochures/Snapshots and Training Materials Lifestyle Trust FAQs (Client) UWSQ PR \| 25098
Lifestyle Trust FAQs (Intermediary)	This sales aid aims to answer any questions an Adviser may have about the Lifestyle Trust.	Product Guides/Brochures/Snapshots and Training Materials	Non Product Specific	This sales aid aims to answer any questions an Adviser may have about the Lifestyle Trust. Product Guides/Brochures/Snapshots and Training Materials Lifestyle Trust FAQs (Intermediary) UWSQ PR \| 25097
Lifestyle Trust Client Brochure	This brochure helps explain how the Lifestyle Trust can be used for inheritance tax planning with either an Utmost International Isle of Man Limited or Utmost PanEurope dac bond.	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	This brochure helps explain how the Lifestyle Trust can be used for inheritance tax planning with either an Utmost International Isle of Man Limited or Utmost PanEurope dac bond. Tax and regulatory Literature/technical sales aids and literature Lifestyle Trust Client Brochure UWSQ PR \| 25096
Deed of Assignment (Assignments to or from Corporate Entities)	With this deed you can assign a policy to or from a corporate entity. For use with a policy issued under Isle of Man or English law.	Trust Literature	Non Product Specific	With this deed you can assign a policy to or from a corporate entity. For use with a policy issued under Isle of Man or English law. Trust Literature Deed of Assignment (Assignments to or from Corporate Entities) UWSQ PR \| 21051
Portfolio Bond Minimum Residual Value	Published minimum residual values as at February 2021	Operational Forms	Non Product Specific	Published minimum residual values as at February 2021 Operational Forms Portfolio Bond Minimum Residual Value UWSQ PR \| 21018
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.	Operational Forms	Non Product Specific	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	Operational Forms	Non Product Specific	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
The Real Benefit of Gross Roll-Up	This document is directed at professional advisers and shows how international bonds benefit from gross roll-up.	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	This document is directed at professional advisers and shows how international bonds benefit from gross roll-up. Tax and regulatory Literature/technical sales aids and literature The Real Benefit of Gross Roll-Up UWSQ PR \| 20017
Portfolio Bond Transaction Account Overdraft Limit	The published overdraft limit of transaction accounts for applicable portfolio bonds.	Operational Forms	Non Product Specific	The published overdraft limit of transaction accounts for applicable portfolio bonds. Operational Forms Portfolio Bond Transaction Account Overdraft Limit UWSQ PR \| 14355
How to Complete the Second Schedule	Sales aid explaining how the Second Schedule of the Lifestyle Trust Deed should be completed.	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	Sales aid explaining how the Second Schedule of the Lifestyle Trust Deed should be completed. Tax and regulatory Literature/technical sales aids and literature How to Complete the Second Schedule UWSQ PR \| 13050
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.	Operational Forms	Non Product Specific	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.	Operational Forms	Non Product Specific	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
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	Operational Forms	Non Product Specific	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.	Operational Forms	Non Product Specific	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
Wealth Interactive Third Party and Other Users Matrix	A quick user guide showing what functionality is available to each user role	Product Guides/Brochures/Snapshots and Training Materials	Non Product Specific	A quick user guide showing what functionality is available to each user role Product Guides/Brochures/Snapshots and Training Materials Wealth Interactive Third Party and Other Users Matrix UWSQ PR \| 09254
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.	Operational Forms	Non Product Specific	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
Terms and Conditions for Utmost International’s Online Services (Financial Adviser)	Terms and Conditions for our online services to be read in conjunction with the relevant intermediary terms of business.	Guides and Supporting Documents	Non Product Specific	Terms and Conditions for our online services to be read in conjunction with the relevant intermediary terms of business. Guides and Supporting Documents Terms and Conditions for Utmost International’s Online Services (Financial Adviser) UWSQ PR \| 08340
Qualifying Non-UK Pension Scheme Brochure – for a Flexible Future	This brochure provides information about overseas pension schemes that comply with Qualifying Non-UK Pension Scheme rules.	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	This brochure provides information about overseas pension schemes that comply with Qualifying Non-UK Pension Scheme rules. Tax and regulatory Literature/technical sales aids and literature Qualifying Non-UK Pension Scheme Brochure – for a Flexible Future UWSQ PR \| 08077
Loan Trust Deed – Manx Law Discretionary Version – Limited Liability Form	Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man Limited investments.	Trust Literature	Non Product Specific	Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man Limited investments. Trust Literature Loan Trust Deed – Manx Law Discretionary Version – Limited Liability Form UWSQ PR \| 07507
Intermediary Registration Application QINTL IOM and QII	Intermediary Registration Application IOM and QII – for non UK intermediaries only	Operational Forms	Non Product Specific	Intermediary Registration Application IOM and QII – for non UK intermediaries only Operational Forms Intermediary Registration Application QINTL IOM and QII UWSQ PR \| 02230
Technical Sales Briefing – Order of Gifts	This briefing looks at various issues and scenarios around the order of making gifts and attempts to explain what steps can be taken to help ensure the most beneficial result for all.	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	This briefing looks at various issues and scenarios around the order of making gifts and attempts to explain what steps can be taken to help ensure the most beneficial result for all. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Order of Gifts UWS PR 0193
UK Inheritance tax (IHT)	Infographic to raise awareness of IHT.	Marketing Collateral	Non Product Specific	Infographic to raise awareness of IHT. Marketing Collateral UK Inheritance tax (IHT) UWS PR 0168
Inheritance Tax Liability and the Statutory Residence Test	This guide explains Domicile, Remittance Basis and Excluded Property Trust.	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	This guide explains Domicile, Remittance Basis and Excluded Property Trust. Tax and regulatory Literature/technical sales aids and literature Inheritance Tax Liability and the Statutory Residence Test UWS PR 0105
Quick guide to trusts	Sales aid addressing some of the common misconceptions and issues faced with being a trustee.	Guides and Supporting Documents	Non Product Specific	Sales aid addressing some of the common misconceptions and issues faced with being a trustee. Guides and Supporting Documents Quick guide to trusts UWS PR 0051
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.	Product Guides/Brochures/Snapshots and Training Materials	Non Product Specific	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
Trust Register Internal Form	Trust Register Internal Form	Trust Literature	Non Product Specific	Trust Register Internal Form Trust Literature Trust Register Internal Form UWS PR 00463
External Manager, Custodian and Platform Agreement List	This document is applicable for the following products only: Utmost PanEurope dac’s Selection and Generation Planning Bond as well as Utmost International Isle of Man Limited’s Evolution and Estate Planning Bond.	Investment literature/Strategies	Estate Planning Bond, Evolution, Generation Planning Bond, Selection	This document is applicable for the following products only: Utmost PanEurope dac’s Selection and Generation Planning Bond as well as Utmost International Isle of Man Limited’s Evolution and Estate Planning Bond. Investment literature/Strategies External Manager, Custodian and Platform Agreement List UWS PR 00388
Residence Nil Rate Band (RNRB) Quick Guide – Infographic	This guide contain references to the appropriate page numbers from our technical briefing on RNRB.	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	This guide contain references to the appropriate page numbers from our technical briefing on RNRB. Tax and regulatory Literature/technical sales aids and literature Residence Nil Rate Band (RNRB) Quick Guide – Infographic UWS PR 0036
Technical Sales Briefing – Trust Registration Service	This document details change to the UK Trust Registration Service (TRS)	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	This document details change to the UK Trust Registration Service (TRS) Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Trust Registration Service UWS PR 00282
Direct Security Discretionary Solutions	This is a brochure explaining our Direct Security Discretionary Solutions.	Marketing Collateral	Delegation, Private Wealth Portfolio - UK	This is a brochure explaining our Direct Security Discretionary Solutions. Marketing Collateral Direct Security Discretionary Solutions UWS PR 00280
UK Onshore and Overseas Comparison – Technical Sales Briefing	This document offers a comparison between UK Offshore and Overseas.	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	This document offers a comparison between UK Offshore and Overseas. Tax and regulatory Literature/technical sales aids and literature UK Onshore and Overseas Comparison – Technical Sales Briefing UWS PR 00277
Overseas Insurance Bonds as Trust Investments	This briefing document looks at why bonds issued from overseas insurers can be a highly effective investment vehicle for a UK resident trust.	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	This briefing document looks at why bonds issued from overseas insurers can be a highly effective investment vehicle for a UK resident trust. Tax and regulatory Literature/technical sales aids and literature Overseas Insurance Bonds as Trust Investments UWS \| 05097
Tax Declaration and Self-Certification for Trusts	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for trusts where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust.	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	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
Technical Sales Briefing – Assignment of Bond to DGT and IHT Planning	This Technical Sales Briefing looks at an area of overseas single premium bond taxation from the point of view of a UK resident investor.	Tax and regulatory Literature/technical sales aids and literature	Non Product Specific	This Technical Sales Briefing looks at an area of overseas single premium bond taxation from the point of view of a UK resident investor. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Assignment of Bond to DGT and IHT Planning UL PR 00318

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