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Documents

Title	Description	Asset Type	Language	Regime	Process	Excerpt
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.	Guides and Supporting Documents	English (EN)	FOS	Making a change to your policy	This leaflet explains what you need to do if you are dissatisfied, and details what to expect from us when you complain. Guides and Supporting Documents Your Complaint Utmost International Isle of Man ULQ PR \| 18910
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.	Operational Forms	English (EN)	FOS	Making a change to your policy	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
Lifestyle Trust Deed (Manx Law – Discretionary Version)	Complete this deed to set up a Lifestyle Trust (Manx Law version)	Trust Literature	English (EN)	FOS	New Policy	Complete this deed to set up a Lifestyle Trust (Manx Law version) Trust Literature Lifestyle Trust Deed (Manx Law – Discretionary Version) ULQ PR \| 25094
The super six sales aid (Chinese)	This document provides a high-level summary of some of the key UK taxation benefits which anUtmost International – Isle of Man offshore bond can provide to a UK expatriate investor.	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)	FOS	New Policy	This document provides a high-level summary of some of the key UK taxation benefits which anUtmost International – Isle of Man offshore bond can provide to a UK expatriate investor. Tax and regulatory Literature/technical sales aids and literature The super six sales aid (Chinese) ULQ PR \| 21315
Solutions for Structured Wealth Planning Brochure	This document can be used for people looking to grow, preserve and transfer their wealth to the next generation.	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	This document can be used for people looking to grow, preserve and transfer their wealth to the next generation. Tax and regulatory Literature/technical sales aids and literature Solutions for Structured Wealth Planning Brochure ULQ PR \| 19922
Investment Withdrawal Options for your Clients Guide	This document shows you the different portfolio bond withdrawal options available for you current and future UK clients.	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	Surrender or Claim	This document shows you the different portfolio bond withdrawal options available for you current and future UK clients. Tax and regulatory Literature/technical sales aids and literature Investment Withdrawal Options for your Clients Guide ULQ PR \| 18690
Wealth Solutions from Utmost International – HNW (English)	How our solutions can help with wealth planning.	Marketing Collateral	English (EN)	FOS	New Policy	How our solutions can help with wealth planning. Marketing Collateral Wealth Solutions from Utmost International – HNW (English) ULQ PR \| 13732
Taxation of an Offshore Life Assurance Policy for your Non-Israeli Resident Clients Moving or Returning to Israel	An explanation of the taxation of an offshore life assurance policy for your non-Israeli resident clients moving or returning to Israel.	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	An explanation of the taxation of an offshore life assurance policy for your non-Israeli resident clients moving or returning to Israel. Tax and regulatory Literature/technical sales aids and literature Taxation of an Offshore Life Assurance Policy for your Non-Israeli Resident Clients Moving or Returning to Israel ULQ PR \| 12851
Taxation of an Offshore Life Assurance Policy Purchased Outside of Israel by an Israeli Resident	This document provides an explanation of the taxation of an offshore Utmost International Isle of Man Limited life assurance policy purchased outside of Israel by an Israeli resident.	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	This document provides an explanation of the taxation of an offshore Utmost International Isle of Man Limited life assurance policy purchased outside of Israel by an Israeli resident. Tax and regulatory Literature/technical sales aids and literature Taxation of an Offshore Life Assurance Policy Purchased Outside of Israel by an Israeli Resident ULQ PR \| 12849
Non-Resident Indian Estate Planning	A client-facing guide to using an Utmost International Isle of Man offshore bond for estate planning for non-resident Indian investors.	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	A client-facing guide to using an Utmost International Isle of Man offshore bond for estate planning for non-resident Indian investors. Tax and regulatory Literature/technical sales aids and literature Non-Resident Indian Estate Planning ULQ PR \| 12517
Wealth Interactive – Master User Registration Form for Existing Firms	Please use this form to appoint a master user to Wealth Interactive for adviser firms who already have terms of business with us.This form will allow us access to a nominated master user within your firm who can then grant access to other users (including other master users within your firm).	Operational Forms	English (EN)	FOS	New Policy	Please use this form to appoint a master user to Wealth Interactive for adviser firms who already have terms of business with us.This form will allow us access to a nominated master user within your firm who can then grant access to other users (including other master users within your firm). Operational Forms Wealth Interactive – Master User Registration Form for Existing Firms ULQ PR \| 08775
Death Claim Form – Upon Death of the Relevant Life Assured	This form should be completed by a Claimant to request payment upon death of the relevant life assured. For use with Ex Quilter Isle of Man and Ireland policies except SILK, Life Insurance Plan and Tailored Life Plan.	Surrender/Claim/Withdrawal/Switch	English (EN)	FOS	Surrender or Claim	This form should be completed by a Claimant to request payment upon death of the relevant life assured. For use with Ex Quilter Isle of Man and Ireland policies except SILK, Life Insurance Plan and Tailored Life Plan. Surrender/Claim/Withdrawal/Switch Death Claim Form – Upon Death of the Relevant Life Assured ULQ PR \| 07806
Utmost International Isle of Man Letter of Wishes Form	This form can be used should the settlors like to include additional wishes be taken into account with regard to the Declaration of Trust.	Operational Forms	English (EN)	FOS	New Policy	This form can be used should the settlors like to include additional wishes be taken into account with regard to the Declaration of Trust. Operational Forms Utmost International Isle of Man Letter of Wishes Form ULQ PR \| 05862
Request for Fixed Account Loan Withdrawal Form	This form can be used to request Utmost International Isle of Man or Utmost PanEurope to transfer monies to the fixed account and issue a loan withdrawal for the same amount.	Operational Forms	English (EN)	FOS	Surrender or Claim	This form can be used to request Utmost International Isle of Man or Utmost PanEurope to transfer monies to the fixed account and issue a loan withdrawal for the same amount. Operational Forms Request for Fixed Account Loan Withdrawal Form ULQ PR \| 04839
Utmost International Isle of Man Intermediary Terms of Business	These Intermediary Terms of Business and the Rates of Commission govern your relationship with Utmost International Isle of Man Limited (Utmost International) and cover the way we do business with you, the Intermediary. These Intermediary Terms of Business and any documents referred to in it replace any previous Terms of Business you have with Quilter International.	Guides and Supporting Documents	English (EN)	FOS	New Policy	These Intermediary Terms of Business and the Rates of Commission govern your relationship with Utmost International Isle of Man Limited (Utmost International) and cover the way we do business with you, the Intermediary. These Intermediary Terms of Business and any documents referred to in it replace any previous Terms of Business you have with Quilter International. Guides and Supporting Documents Utmost International Isle of Man Intermediary Terms of Business ULQ PR \| 03546
Declaration of Loss or Non-receipt of Policy Form	This declaration form can be used if your Utmost International Isle of Manpolicy documents were lost, destroyed or never received.	Operational Forms	English (EN)	FOS	New Policy	This declaration form can be used if your Utmost International Isle of Manpolicy documents were lost, destroyed or never received. Operational Forms Declaration of Loss or Non-receipt of Policy Form ULQ PR \| 01944
Retained Interest Trust Joint Settlor Declaration of Trust Form	This declaration form should be used only with legal advice advice to ensure any trust is suitable for you, especially having regard to the terms of your will.	Trust Literature	English (EN)	FOS	New Policy	This declaration form should be used only with legal advice advice to ensure any trust is suitable for you, especially having regard to the terms of your will. Trust Literature Retained Interest Trust Joint Settlor Declaration of Trust Form ULQ PR \| 01041
Retained Interest Trust Single Settlor Declaration of Trust Form	This declaration form should be used only with legal advice advice to ensure any trust is suitable for you, especially having regard to the terms of your will.	Trust Literature	English (EN)	FOS	New Policy	This declaration form should be used only with legal advice advice to ensure any trust is suitable for you, especially having regard to the terms of your will. Trust Literature Retained Interest Trust Single Settlor Declaration of Trust Form ULQ PR \| 01042
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.	Operational Forms	English (EN)	FOS	Making a change to your policy	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
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.	Operational Forms	English (EN)	FOS	Making a change to your policy	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
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.	Operational Forms	English (EN)	FOS	Making a change to your policy	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
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.	Operational Forms	English (EN)	FOS	Making a change to your policy	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.	Operational Forms	English (EN)	FOS	Making a change to your policy	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
Know Your Client – Source of Funding and Verification of Identity	This form is issued by Utmost International Isle of Man and should be completed by all clients, trustees and corporate clients, where an application form does not already contain both a source of funding and verification of customer identity section.	Operational Forms	English (EN)	FOS	New Policy	This form is issued by Utmost International Isle of Man and should be completed by all clients, trustees and corporate clients, where an application form does not already contain both a source of funding and verification of customer identity section. Operational Forms Know Your Client – Source of Funding and Verification of Identity UL PR 00391
UIIOM Strength and Stability Brochure (Investor Protection)	UIIOM Strength and Stability Brochure (Investor Protection – Intermediary version)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	Addition to your Policy, Making a change to your policy, New Policy	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
Utmost International Isle of Man Limited – Corporate Infographic – English	Utmost International Isle of Man Who We Are	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	FOS	New Policy	Utmost International Isle of Man Who We Are Product Guides/Brochures/Snapshots and Training Materials Utmost International Isle of Man Limited – Corporate Infographic – English UL PR 00305
Utmost International – Privacy Notice	Details about how we use your information, your rights over how we use this information and how you can exercise your rights.	Compliance and Risk Collateral (privacy notices/footers etc)	English (EN)	FOS	New Policy	Details about how we use your information, your rights over how we use this information and how you can exercise your rights. Compliance and Risk Collateral (privacy notices/footers etc) Utmost International – Privacy Notice UL BR 0004

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