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Title	Description	Insurer	Market	Asset Type	Language	Regime	Process	Excerpt
Key Information Document (‘KID’)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	United Kingdom (UK)	Utmost Luxembourg S.A	Key Information Document	English (EN)	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_UK_USD_Wealthpassport-EU_EN PR
Key Information Document (‘KID’)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	United Kingdom (UK)	Utmost Luxembourg S.A	Key Information Document	English (EN)	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_UK_USD_Wealthpassport RDR-UK_EN
Key Information Document (‘KID’)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Sweden (SE)	Utmost Luxembourg S.A	Key Information Document	English (EN)	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_SW_USD_Wealthpassport_EN PR
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Italy (IT)	Utmost Luxembourg S.A	Key Information Document	Italian (IT)	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULU_KID_LU_IT-2018_EUR_IWP_IT PR
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Italy (IT)	Utmost Luxembourg S.A	Key Information Document	Italian (IT)	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULU_KID_LU_IT_EUR_IWP N_IT
Basisinformationsblatt	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Germany (DE)	Utmost Luxembourg S.A	Key Information Document	German (DE)	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Basisinformationsblatt ULU_KID_LU_DE_USD_DE_DE PR
AUFTRAG ZUM RÜCKKAUF (KÜNDIGUNG) WEALTH PASSPORT GERMAN HYBRID POLICY	AUFTRAG ZUM RÜCKKAUF (KÜNDIGUNG) WEALTH PASSPORT GERMAN HYBRID POLICY	Germany (DE)	Utmost Luxembourg S.A	Operational Forms	German (DE)	FOS	Surrender or Claim	AUFTRAG ZUM RÜCKKAUF (KÜNDIGUNG) WEALTH PASSPORT GERMAN HYBRID POLICY Operational Forms AUFTRAG ZUM RÜCKKAUF (KÜNDIGUNG) WEALTH PASSPORT GERMAN HYBRID POLICY ULU PR 00103
Wealth Passport Sweden	This guide helps explain the benefits of the Wealth Passport Sweden product to intermediaries	Sweden (SE)	Utmost Luxembourg S.A	Product Guides/Brochures/Snapshots and Training Materials	Swedish (SV)	FOE FOS		This guide helps explain the benefits of the Wealth Passport Sweden product to intermediaries Product Guides/Brochures/Snapshots and Training Materials Wealth Passport Sweden ULU MARK2229
Wealth Passport Sweden	This guide helps explain the benefits of the Wealth Passport Sweden product to intermediaries	Sweden (SE)	Utmost Luxembourg S.A	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	FOE FOS		This guide helps explain the benefits of the Wealth Passport Sweden product to intermediaries Product Guides/Brochures/Snapshots and Training Materials Wealth Passport Sweden ULU MARK2166
Wealth Passport – UK Hybrid Policy	This guide summarises the benefits of investing in the Wealth Passport UK Hybrid Policy for current and prospective US taxpayers living and working in the UK.	United Kingdom (UK)	Utmost Luxembourg S.A	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	FOE FOS		This guide summarises the benefits of investing in the Wealth Passport UK Hybrid Policy for current and prospective US taxpayers living and working in the UK. Product Guides/Brochures/Snapshots and Training Materials Wealth Passport – UK Hybrid Policy ULU MARK1527
Profilo di rischio e Questionario di adeguatezza	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile	Italy (IT)	Utmost Luxembourg S.A	Investment literature/Strategies	Italian (IT)	FOE FOS	Addition to your Policy	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile Investment literature/Strategies Profilo di rischio e Questionario di adeguatezza ULU CONT3059
Product Features of the Wealth Passport – UK Hybrid Policy. Adapting the Private Client Portfolio	These are the Product Features related to the US-UK Wealth Passport product – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	FOS	New Policy	These are the Product Features related to the US-UK Wealth Passport product – United Kingdom Product Guides/Brochures/Snapshots and Training Materials Product Features of the Wealth Passport – UK Hybrid Policy. Adapting the Private Client Portfolio ULU CONT2616
Wealth Passport – UK Hybrid Policy. Private Placement Memorandum	New business application form for the US Wealth Passport product – UK Hybrid Policy. Private Placement Memorandum	United Kingdom (UK), United States (US)	Utmost Luxembourg S.A	Application Form	English (EN)	FOS	New Business Pack	New business application form for the US Wealth Passport product – UK Hybrid Policy. Private Placement Memorandum Application Form Wealth Passport – UK Hybrid Policy. Private Placement Memorandum ULU CONT2615
Wealth Passport – UK Hybrid Policy. Supplement to Private Client Portfolio Application Form	New business application form for the US Wealth Passport product – UK Hybrid Policy. Supplement to Private Client Portfolio Application Form	United Kingdom (UK), United States (US)	Utmost Luxembourg S.A	Application Form	English (EN)	FOS	New Business Pack	New business application form for the US Wealth Passport product – UK Hybrid Policy. Supplement to Private Client Portfolio Application Form Application Form Wealth Passport – UK Hybrid Policy. Supplement to Private Client Portfolio Application Form ULU CONT2539
Private Client Portfolio – Allmänna Försäkringsvillkor (202401) – General Conditions (202401)	Stand-alone version of General Conditions for the Private Client Portfolio product – Sweden	Sweden (SE)	Utmost Luxembourg S.A	Policy Conditions	English (EN), Swedish (SV)	FOS	New Business Pack	Stand-alone version of General Conditions for the Private Client Portfolio product – Sweden Policy Conditions Private Client Portfolio – Allmänna Försäkringsvillkor (202401) – General Conditions (202401) ULU CONT1865
Product Information Document for the Italian Wealth Passport	Product Information Document for the Italian Wealth Passport	Italy (IT)	Utmost Luxembourg S.A. - Italian Branch	Product Guides/Brochures/Snapshots and Training Materials	Italian (IT)	FOE		Product Information Document for the Italian Wealth Passport Product Guides/Brochures/Snapshots and Training Materials Product Information Document for the Italian Wealth Passport ULIT_PID-US-IT-Wealth-Passport_Set_3138_IT_01-11-2025
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Italy (IT)	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	FOE		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_IT-2018_EUR_IWP_IT PR
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Italy (IT)	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	FOE		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_IT_EUR_IWP N_IT

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