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New Policy

Application Form

Important Facts Statement for Mainland Policyholder Purchasing Life Assurance Policies In Hong Kong

This is the important information to be disclosed by the insurance company as required by the Hong Kong insurance regulator to Mainland customers1 who purchase life assurance policies in Hong Kong.
Data Capture Form for Submitting Business on Wealth Interactive

This form is for financial advisers to gather the necessary information from a client to input new business online for Utmost International Isle of Man policies.
Wealth Management Plan important facts statement (Chinese)

Important facts statement & applicants declarations (Chinese)
Wealth Management Plan asset transfer form

This form should be used when transferring external assets to Utmost International under your Wealth Management Plan. Before completing this form please make sure you receive and read the relevant principal brochure and Product Key Facts of the Wealth Management Plan.
Wealth Management Plan Important Facts Statement (English)

Important Facts Statement and Applicants Declarations.
CIB and EIB Top Up Application Form (Hong Kong)

Please use this form if you would like to add an additional lump sum to an existing Collective Investment Bond, Collective Investment Plan, Executive Investment Bond or Wealth Management Plan. Please note that you will also need to fill out the Tax Declaration and Self Certification document, if applicable.
Important Facts Statement (IFS) Collective Investment Bond/Executive Investment Bond (English)

This form is for structure A and B. For other charging structure variation, please contact us for the relevant form.
Important Facts Statement (IFS) Managed Capital Account (English)

Important Facts Statement and Applicants Declarations.
Important Facts Statement (IFS) Managed Savings Account/Managed Pension Account (English)

Important Facts Statement and Applicant’s Declaration for Investment-Linked Assurance Scheme (ILAS) policy.
Important Facts Statement (IFS) Managed Capital Account (Chinese)

Important Facts Statement and Applicants Declarations.
Important Facts Statement (IFS) Managed Savings Account/Managed Pension Account (Chinese)

Important Facts Statement and Applicant’s Declaration for Investment-Linked Assurance Scheme (ILAS) policy.

Guides and Supporting Documents

Client Verification and Certification Guide

This document provides information on certifying photocopied identification and address documents. As part of the global efforts to prevent money laundering, Utmost International has to verify the identity and address of all individuals party to a contract (for example applicant(s), trustees, power of attorney). Unless the documents provided are originals, they will need to be certified by a suitable certifier.
Anti-money Laundering and Source of Wealth Requirements Guide

Utmost International Isle of Man Limited has provided this document as guidance for financial crime risk purposes.

Marketing Collateral

Utmost Wealth Solutions Company Brochure – Adviser version

Company brochure for Utmost Wealth Solutions (Financial Adviser only).
Wealth solutions from Utmost International – HNW (Chinese)

How our solutions can help with wealth planning.
UIIOM Corporate Infographic – Who we are (Traditional Chinese)

Company background on Utmost International Isle of Man Limited in one page.

Operational Forms (not application form)

Portfolio Bond Minimum Residual Value

Published minimum residual values as at February 2021
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.
Portfolio Bond Transaction Account Overdraft Limit

The published overdraft limit of transaction accounts for applicable portfolio bonds.
Utmost Trustee Solution Client Agreement Form

For use with trusts incorporating a settlor’s investment direction (including terms of business, current fee scales and client money information sheet).
Declaration of Loss or Non-Receipt of Policy Form

This declaration form is for use in Hong Kong only and can be used if your policy documents were lost, destroyed or never received.
Policy Replacement Questionnaire and IFS-PR (Chinese)

Policy Replacement Questionnaire should be completed for all new application. You only need to complete the IFS-PR if you have answered ‘yes’ or ‘Not yet decided’ in the Policy Replacement Questionnaire.
Policy Replacement Questionnaire and IFS-PR (English)

This Policy Replacement Questionnaire should be completed for all new applications. You only need to complete the IFS-PR if you have answered ‘yes’ or ‘Not yet decided’ in the Policy Replacement Questionnaire.
Tax Declaration and Self-Certification for Trustee and Corporate Investors – Hong Kong (FATCA/CRS)

Please use this form to confirm the tax status for Trustee and Corporate applicants.
Hong Kong switch form for use with Unit-linked accounts (English)

Switch Form for use with Unit-Linked Accounts. For Hong Kong use only.
Tax Declaration and Self Certification for Individual Investors – Hong Kong (FATCA/CRS)

Please use this form to confirm your clients’ country of residence for taxation.
Affordability Declaration (Bilingual)

For completion by applicants aged 60 or above.
Supplementary Declaration and Application for SILK Life Plans

Supplementary Declaration and Application for Hong Kong and Singapore SILK Life plan clients. Used to declare that you accept the addition, amendments and corrections to your application.
Professional Investor Declaration corporate trust (ie trust corporation) applicants

Professional Investor Declaration corporate trust (ie trust corporation) applicants.
Professional Investor Declaration corporate partnership applicants (Bilingual)

Professional Investor Declaration corporate partnership applicants.
Professional Investor Declaration for individual applicants

Professional Investor Declaration for individual applicants.
Utmost International Isle of Man Limited bank details

Please use this document to find the telegraphic transfer details when transferring money to Utmost International Isle of Man Limited via Wealth Interactive.
Beneficiary Nomination Request Form (for Accountholders Policyholders) 0524

Beneficiary Nomination Request (for Accountholders Policyholders).

Product Guides/Brochures/Snapshots and Training Materials

Utmost International Isle of Man Limited – Corporate Infographic – English

Utmost International Isle of Man Who We Are

Right to Change Your Mind Forms and guides/KFD

Collective Investment Plan/Executive Investment Plan – Important facts statement and applicant’s declarations ILAS policy (Chinese)

Chinese version of the Collective Investment Plan/Executive Investment Plan – Important facts statement and applicant’s declarations ILAS policy.
Important Facts Statement (IFS) Executive Wealthbuilder Account (English)

Important Facts Statement and Applicants Declarations.
Important Facts Statement (IFS) Executive Wealthbuilder Account (Chinese)

Important Facts Statement and Applicants Declarations.

Tax and regulatory Literature/technical sales aids and literature

Stockbroker and custody charges

This sales aid shows the stockbroker and custody charges that may apply on Portfolio Bonds.

Trust Literature

Utmost International Trustee Solutions Limited Discretionary Trust with Investment Direction (Manx Law)

This deed can be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee. Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments.
Utmost International Trust Company Discretionary Trust with Investment Direction (Manx Law)

This deed can only be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee.
Utmost International Trustee Solutions Limited Loan Trust Deed with Investment Direction (Manx Law)

This deed can be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee.
Utmost International Trustee Solutions Limited Discounted Gift Trust (DGT) Deed (with Investment Direction)

Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments.
Discounted Gift Trust Deed with Investment Direction (Manx Law – Bare version)

This deed can be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee. Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments.
Utmost International Trustee Solutions Limited Bare Trust with Investment Direction

Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments.

Change your Policy

Guides and Supporting Documents

Client Verification and Certification Guide

This document provides information on certifying photocopied identification and address documents. As part of the global efforts to prevent money laundering, Utmost International has to verify the identity and address of all individuals party to a contract (for example applicant(s), trustees, power of attorney). Unless the documents provided are originals, they will need to be certified by a suitable certifier.

Investment literature/Strategies

How to Submit a Dealing Request on Wealth Interactive

This guide shows you how to submit a dealing instruction in three easy steps through Wealth Interactive.

Operational Forms (not application form)

Wealth Management Plan (WMP) Request to Change Tier form (Bilingual)

For use in Hong Kong and the WMP only

Making a Surrender or Claim

Guides and Supporting Documents

Before Surrendering

Guides and Supporting Documents Before Surrendering UWS PR 00431
Client Verification and Certification Guide

This document provides information on certifying photocopied identification and address documents. As part of the global efforts to prevent money laundering, Utmost International has to verify the identity and address of all individuals party to a contract (for example applicant(s), trustees, power of attorney). Unless the documents provided are originals, they will need to be certified by a suitable certifier.

Operational Forms (not application form)

Portfolio Bond Withdrawal / Surrender Form

Surrender and Withdrawal Request Form for Portfolio Bond
Unit Linked Accounts Withdrawal Closure Maturity Form

This form should only be used to request a partial, full surrender or maturity from the following Utmost International unit-linked products Managed Capital Account, Managed Savings Account, Managed Pension Account, Executive Wealthbuilder Account and European Capital Account.

Tax and regulatory Literature/technical sales aids and literature

Request a Withdrawal on Wealth Interactive Guide

This guide demonstrates how you can request a one-off withdrawal in three easy steps through Wealth Interactive.

Customer Support

Utmost Wealth Solutions

Utmost Corporate Solutions

Popular support Pages

Previously visited Support Pages

Online Service Login

Utmost Wealth Solutions

Utmost Corporate Solutions

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Literature Library – Hong Kong