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Title	Description	Insurer	Asset Type	Regime	Process	Excerpt
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.	Utmost Wealth Solutions	Operational Forms	FOS	Making a change to your policy, New Policy, Surrender or Claim	Este formulário deve ser preenchido para informar com precisão a sua apólice nos termos dos acordos de troca de informações fiscais relevantes, incluindo a Lei de Conformidade Fiscal de Contas Estrangeiras (FATCA) e os regulamentos da Norma Comum de Comunicação (CRS). Este formulário deve ser utilizado por segurados individuais, pessoas autorizadas a assinar em nome do segurado, por exemplo, o seu procurador ou representante nomeado pelo tribunal, e indivíduos ligados ao fundo fiduciário em que a Utmost International Trustee Solutions Limited é o administrador fiduciário nomeado. Operational Forms Declaração Fiscal e Auto Certificação para Investidores Individuais UPE_WS \| 04029
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.	Utmost Wealth Solutions	Operational Forms	FOS	Making a change to your policy, New Policy	Preencha este formulário para informar com precisão a sua apólice nos termos dos acordos de troca de informações fiscais relevantes, incluindo as regulamentações da Lei de Conformidade Fiscal de Contas Estrangeiras (FATCA) e da Norma Comum de Comunicação (CRS). Este formulário deve ser utilizado por investidores coletivos, tais como empresas, fundos fiduciários corporativos ou fundações. Operational Forms Declaração Fiscal e Auto Certificação para Entidades UPE PR 12860
Formulário de Alteração dos Meios de Comunicação e Utilização de Assinaturas Electrónicas / Change of Communication Means and Use of Electronic Signatures Form	Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures Operational Forms Formulário de Alteração dos Meios de Comunicação e Utilização de Assinaturas Electrónicas / Change of Communication Means and Use of Electronic Signatures Form ULU PCON1523
Formulário de Troca / Switch form	Use this form to request a switch of investments on your policy/contract – Portugal	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a switch of investments on your policy/contract – Portugal Surrender/Claim/Withdrawal/Switch Formulário de Troca / Switch form ULU PCON1431
Formulário De Pedido Do Benefício Por Sobrevivência / Survival Benefit Request Form	Use this form to initiate a survival benefit request – Portugal	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to initiate a survival benefit request – Portugal Surrender/Claim/Withdrawal/Switch Formulário De Pedido Do Benefício Por Sobrevivência / Survival Benefit Request Form ULU PCON1209
Formulário De Pedido Do Benefício Por Morte / Death Benefit Request Form	Use this form to initiate a death claim – Portugal	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to initiate a death claim – Portugal Surrender/Claim/Withdrawal/Switch Formulário De Pedido Do Benefício Por Morte / Death Benefit Request Form ULU PCON1208
Pedido De Resgate Total / Surrender Request Form	Use this form to request the surrender of your policy/contract – Portugal	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request the surrender of your policy/contract – Portugal Surrender/Claim/Withdrawal/Switch Pedido De Resgate Total / Surrender Request Form ULU PCON1202
Pedido De Resgate Parcial / Withdrawal Request Form	Use this form to request a withdrawal from your policy/contract – Portugal	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a withdrawal from your policy/contract – Portugal Surrender/Claim/Withdrawal/Switch Pedido De Resgate Parcial / Withdrawal Request Form ULU PCON1201
Requerimento Para Alteração Do Gestor De Investimento / Request for Change of Investment Manager	Use this form to request a change of Investment Manager – Portugal	Utmost Luxembourg S.A	Operational Forms	FOS		Use this form to request a change of Investment Manager – Portugal Operational Forms Requerimento Para Alteração Do Gestor De Investimento / Request for Change of Investment Manager ULU PCON1193
Troca Automática de Informações – Formulário de Autocertificação para pessoas que exercem o controlo	Please 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 controlling persons.	Utmost Luxembourg S.A	Operational Forms	FOS		Please 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 controlling persons. Operational Forms Troca Automática de Informações – Formulário de Autocertificação para pessoas que exercem o controlo ULU CONT4265
Troca Automática de Informações – Formulário de Autocertificação para entidades	Please 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 corporate applications.	Utmost Luxembourg S.A	Operational Forms	FOS		Please 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 corporate applications. Operational Forms Troca Automática de Informações – Formulário de Autocertificação para entidades ULU CONT4253
Troca Automática de Informações – Formulário de Autocertificação para pessoas singulares	Please 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.	Utmost Luxembourg S.A	Operational Forms	FOS		Please 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. Operational Forms Troca Automática de Informações – Formulário de Autocertificação para pessoas singulares ULU CONT4244
Investment Rules for Internal Funds / Regras de Investimento	Table of Luxembourg Investment Rules	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Investment Rules for Internal Funds / Regras de Investimento ULU CONT3685
Solicitação de Estatuto de Cliente Profissional / Request for Professional Client Status	Request for Professional Client Status	Utmost Luxembourg S.A	Operational Forms	FOS		Request for Professional Client Status Operational Forms Solicitação de Estatuto de Cliente Profissional / Request for Professional Client Status ULU CONT3570
Declaração relativa à Proteção de Dados Pessoais	Privacy Notice – Portuguese/English version – Portugal	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – Portuguese/English version – Portugal Client Letters/Indemnity/Data Protection Declaração relativa à Proteção de Dados Pessoais ULU CONT3355
Aviso de Privacidade / Privacy Notice	Privacy Notice – Portuguese/English version	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – Portuguese/English version Client Letters/Indemnity/Data Protection Aviso de Privacidade / Privacy Notice ULU CONT3355-WEB
Tarifário de transações	Annex showing the activity-based charging grid	Utmost Luxembourg S.A	Operational Forms	FOS		Annex showing the activity-based charging grid Operational Forms Tarifário de transações ULU CONT3180
Perfil de Investimento (Desvio) / Investment Profile (Deviation)	Use this form to request a deviation from your investment profile	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Perfil de Investimento (Desvio) / Investment Profile (Deviation) ULU CONT3083
ACORDO DE DIVULGAÇÃO DE INFORMAÇÃO / INFORMATION DISCLOSURE AGREEMENT	Information Disclosure Agreement	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection ACORDO DE DIVULGAÇÃO DE INFORMAÇÃO / INFORMATION DISCLOSURE AGREEMENT ULU CONT2874
Pedido de subida de categoria de investimento / Request for Investment Category Upgrade	Use this form to request a upgrade of your investment category	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a upgrade of your investment category Investment literature/Strategies Pedido de subida de categoria de investimento / Request for Investment Category Upgrade ULU CONT2531
Pedido de redução de categoria de investimento / Demand for Investment Category Downgrade	Use this form to request a downgrade of your investment category	Utmost Luxembourg S.A	Investment literature/Strategies	FOS		Use this form to request a downgrade of your investment category Investment literature/Strategies Pedido de redução de categoria de investimento / Demand for Investment Category Downgrade ULU CONT2520
FATCA Autocertificação	Please 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 controlling persons.	Utmost Luxembourg S.A	Operational Forms	FOS		Please 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 controlling persons. Operational Forms FATCA Autocertificação ULU CONT2170-10
Declaração De Cumprimento De Obrigações (PH) / Tax Compliance Certification	Stand-alone Tax Compliance Certification form – Portugal	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	FOS		Stand-alone Tax Compliance Certification form – Portugal Client Letters/Indemnity/Data Protection Declaração De Cumprimento De Obrigações (PH) / Tax Compliance Certification ULU CONT2152
Confirmação dos dados de contato do Cliente utilizados para a Assinatura Eletrónica de Documentos / Confirmation of Client contact details used for the Electronic Signing of documents	Confirmation of Client contact details used for the Electronic Signing of documents	Utmost Luxembourg S.A	Operational Forms	FOS		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Confirmação dos dados de contato do Cliente utilizados para a Assinatura Eletrónica de Documentos / Confirmation of Client contact details used for the Electronic Signing of documents ULU CONNECT1052

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