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Title	Description	Insurer	Market	Product	Regime	Excerpt
Trust proposition tree	This document details our trust proposition tree. Ensure any updates are replicated on the website – UWS \| 05124	United Kingdom (UK)	Utmost Wealth Solutions	Non Product Specific	FOS	This document details our trust proposition tree. Ensure any updates are replicated on the website – UWS \| 05124 Trust Literature Trust proposition tree AWI PR 0014
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	Non Product Specific	FOS	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	Non Product Specific	FOS	Trust Register Internal Form Trust Literature Trust Register Internal Form UWS PR 00463
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	Non Product Specific	FOS	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
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	Non Product Specific	FOS	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
Generation Planning Bond – Discretionary Trust	This Trust Deed is designed for investments in the Generation Planning Bond.It may be used by a single Settlor or joint Settlors who would like their policy to be held within a Discretionary Trust.	United Kingdom (UK)	Utmost PanEurope	Generation Planning Bond	FOS	This Trust Deed is designed for investments in the Generation Planning Bond.It may be used by a single Settlor or joint Settlors who would like their policy to be held within a Discretionary Trust. Trust Literature Generation Planning Bond – Discretionary Trust UI PR 0061
Generation Planning Bond – Absolute Trust	This Trust Deed is designed for investments in the Generation Planning Bond.It may be used by a single Donor or joint Donors who would like their policy to be held within an Absolute Trust.	United Kingdom (UK)	Utmost PanEurope	Generation Planning Bond	FOS	This Trust Deed is designed for investments in the Generation Planning Bond.It may be used by a single Donor or joint Donors who would like their policy to be held within an Absolute Trust. Trust Literature Generation Planning Bond – Absolute Trust UI PR 0060
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	Non Product Specific	FOS	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	Non Product Specific	FOS	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
Estate Planning Bond – Discretionary Trust	This Trust Deed is designed for investments in the Estate Planning Bond from Utmost International Isle of Man Limited. It may be used by a single Settlor or joint Settlors who are either married or in a civil partnership and who would like their policy to be held within a Discretionary Trust.	United Kingdom (UK)	Utmost International - IoM	Estate Planning Bond	FOS	This Trust Deed is designed for investments in the Estate Planning Bond from Utmost International Isle of Man Limited. It may be used by a single Settlor or joint Settlors who are either married or in a civil partnership and who would like their policy to be held within a Discretionary Trust. Trust Literature Estate Planning Bond – Discretionary Trust IOM PR 0039
Estate Planning Bond – Absolute Trust	The Trust Deed is designed for investments in the Estate Planning Bond from Utmost International Isle of Man Limited. It may be used by a single Donor or joint Donors, who are either married or in a civil partnership and would like their policy to be held within an Absolute Trust	United Kingdom (UK)	Utmost International - IoM	Estate Planning Bond	FOS	The Trust Deed is designed for investments in the Estate Planning Bond from Utmost International Isle of Man Limited. It may be used by a single Donor or joint Donors, who are either married or in a civil partnership and would like their policy to be held within an Absolute Trust Trust Literature Estate Planning Bond – Absolute Trust IOM PR 0038
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	Non Product Specific	FOS	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	Non Product Specific	FOS	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
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	Non Product Specific	FOS	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
Loan Trust Deed of Retirement of Trustees	This deed is for use with Loan Trust arrangements only where the continuing trustees wish to release the retiring trustee(s) from their obligations under the Trust and Loan Agreement.	United Kingdom (UK)	Utmost Wealth Solutions	Non Product Specific	FOS	This deed is for use with Loan Trust arrangements only where the continuing trustees wish to release the retiring trustee(s) from their obligations under the Trust and Loan Agreement. Trust Literature Loan Trust Deed of Retirement of Trustees AWI PR 0023
Loan Trust – Deed of Appointment of Additional Trustee	Loan Trust Deed to appoint additional trustee(s) for use with Utmost Loan Trust arrangements under which the trustees have the power to appoint new trustees.	United Kingdom (UK)	Utmost Wealth Solutions	Non Product Specific	FOS	Loan Trust Deed to appoint additional trustee(s) for use with Utmost Loan Trust arrangements under which the trustees have the power to appoint new trustees. Trust Literature Loan Trust – Deed of Appointment of Additional Trustee AWI PR 0022
Specimen Deed of Appointment of an Absolute Beneficial Interest Under Trust	This deed is designed to be used immediately before the chosen segments are surrendered, using a Withdrawal or Surrender Form.	United Kingdom (UK)	Utmost Wealth Solutions	Non Product Specific		This deed is designed to be used immediately before the chosen segments are surrendered, using a Withdrawal or Surrender Form. Trust Literature Specimen Deed of Appointment of an Absolute Beneficial Interest Under Trust AWI PR 0017
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	Non Product Specific	FOS	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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