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Market: Hong Kong (HK)

Documents

Title	Description	Insurer	Asset Type	Language	Product	Regime	Process	Excerpt
Application Form for Top Ups into Collective Investment Bond, Collective Investment Plan, Executive Investment Bond or Wealth Management Plan with Utmost International Limited, (Hong Kong) Bilingual form – Chinese / English	Application Form to add an additional lump sum to an existing Collective Investment Bond, Collective Investment Plan, Executive Investment Bond or Wealth Management Plan. Bilingual – Chinese / English version. Please note that you will also need to fill out the Tax Declaration and Self Certification document, if applicable.	Utmost International - IoM	Application Form	Chinese (Traditional) (ZH), English (EN)	Executive Investment Bond	FOS	Addition to your Policy	Application Form to add an additional lump sum to an existing Collective Investment Bond, Collective Investment Plan, Executive Investment Bond or Wealth Management Plan. Bilingual – Chinese / English version. Please note that you will also need to fill out the Tax Declaration and Self Certification document, if applicable. Application Form Application Form for Top Ups into Collective Investment Bond, Collective Investment Plan, Executive Investment Bond or Wealth Management Plan with Utmost International Limited, (Hong Kong) Bilingual form – Chinese / English ULQ PR \| 09690
Details of Telegraphic Transfers	This document includes the banking details for Utmost International Isle of Man Limited Hong Kong Branch	Utmost International - IoM	Operational Forms	English (EN)	Non Product Specific	FOS	New Policy	This document includes the banking details for Utmost International Isle of Man Limited Hong Kong Branch Operational Forms Details of Telegraphic Transfers UL PR 00453
Privacy Notice	Privacy Notice – English version	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	English (EN)	Non Product Specific	FOS		Privacy Notice – English version Client Letters/Indemnity/Data Protection Privacy Notice ULU CONT3337-WEB
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.	Utmost International - IoM	Operational Forms	English (EN)	Non Product Specific	FOS	Surrender or Claim	This declaration form is for use in Hong Kong only and can be used if your policy documents were lost, destroyed or never received. Operational Forms Declaration of Loss or Non-Receipt of Policy Form ULQ PR \| 6019
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.	Utmost International - IoM	Operational Forms	Chinese (Simplified) (ZH)	Non Product Specific		New Policy	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. Operational Forms Policy Replacement Questionnaire and IFS-PR (Chinese) ULQ PR \| 21289
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.	Utmost International - IoM	Operational Forms	English (EN)	Non Product Specific		New Policy	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. Operational Forms Policy Replacement Questionnaire and IFS-PR (English) ULQ PR \| 21288
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.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Non Product Specific	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. Tax and regulatory Literature/technical sales aids and literature Your Complaint Utmost International Isle of Man ULQ PR \| 18910
Online Data Capture Form for Submitting Business on Wealth Interactive for Utmost International Isle of Man Policies	Online Data Capture Form for Financial Advisers to gather the necessary information from a client via Wealth Interactive for new business for Utmost International Isle of Man policies.	Utmost International - IoM	Application Form	English (EN)	Non Product Specific	FOS	New Policy	Online Data Capture Form for Financial Advisers to gather the necessary information from a client via Wealth Interactive for new business for Utmost International Isle of Man policies. Application Form Online Data Capture Form for Submitting Business on Wealth Interactive for Utmost International Isle of Man Policies ULQ PR \| 13900
Unit Linked Accounts Withdrawal/Closure/Maturity Form (English)	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.	Utmost International - IoM	Operational Forms	English (EN)	Managed Capital Account	FOS	Surrender or Claim	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. Operational Forms Unit Linked Accounts Withdrawal/Closure/Maturity Form (English) ULQ PR \| 13694
Hong Kong switch form for use with Unit-linked accounts (English)	Switch Form for use with Unit-Linked Accounts. For Hong Kong use only.	Utmost International - IoM	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy	Switch Form for use with Unit-Linked Accounts. For Hong Kong use only. Operational Forms Hong Kong switch form for use with Unit-linked accounts (English) ULQ PR \| 13555
Tax Declaration and Self Certification for Individual Investors – Hong Kong (FATCA/CRS)	This form is to be used by Individual Investors, in the Hong Kong market only, to confirm their country of Tax Residence and related Tax Identification Numbers. Bilingual – Chinese/English	Utmost International - IoM	Operational Forms	Chinese (Traditional) (ZH), English (EN)	Non Product Specific	FOS	New Policy	This form is to be used by Individual Investors, in the Hong Kong market only, to confirm their country of Tax Residence and related Tax Identification Numbers. Bilingual – Chinese/English Operational Forms Tax Declaration and Self Certification for Individual Investors – Hong Kong (FATCA/CRS) ULQ PR \| 13273
Tax Declaration and Self-Certification for Trustee and Corporate Investors – Hong Kong (FATCA/CRS)	This form is to be used by Trustee and Corporate Trustee Investors, in the Hong Kong market only, to confirm their country of Tax Residence and related Tax Identification Numbers. Bilingual – Chinese/English	Utmost International - IoM	Operational Forms	Chinese (Traditional) (ZH), English (EN)	Non Product Specific	FOS	New Policy	This form is to be used by Trustee and Corporate Trustee Investors, in the Hong Kong market only, to confirm their country of Tax Residence and related Tax Identification Numbers. Bilingual – Chinese/English Operational Forms Tax Declaration and Self-Certification for Trustee and Corporate Investors – Hong Kong (FATCA/CRS) ULQ PR \| 13276
Important Facts Statement for Mainland Policyholders Purchasing Life Assurance Policies In Hong Kong with Utmost International Limited, bilingual Chinese / English form	This Important Facts Statement is for disclosure of information by the Insurance Company, as required by the Hong Kong Insurance Regulator, for Mainland Policyholders Purchasing Life Assurance Policies In Hong Kong. Bilingual Chinese / English Form.	Utmost International - IoM	Application Form	Chinese (Simplified) (ZH), English (EN)	Non Product Specific	FOS	Addition to your Policy	This Important Facts Statement is for disclosure of information by the Insurance Company, as required by the Hong Kong Insurance Regulator, for Mainland Policyholders Purchasing Life Assurance Policies In Hong Kong. Bilingual Chinese / English Form. Application Form Important Facts Statement for Mainland Policyholders Purchasing Life Assurance Policies In Hong Kong with Utmost International Limited, bilingual Chinese / English form ULQ PR \| 13007
Wealth Management Plan – Request to Change Tier Form (Bilingual)	Please complete this form if you want to request access to Tier 2 Assets under your Wealth Management Plan.For use in Hong Kong and the Wealth Management Plan only.	Utmost International - IoM	Operational Forms	Chinese (Traditional) (ZH), English (EN)	Wealth Portfolio – Life, Wealth Portfolio – Redemption		Making a change to your policy	Please complete this form if you want to request access to Tier 2 Assets under your Wealth Management Plan.For use in Hong Kong and the Wealth Management Plan only. Operational Forms Wealth Management Plan – Request to Change Tier Form (Bilingual) ULQ PR \| 11148
Application Form for Top-ups into Managed Capital Account, Managed Savings Account or Managed Pension Account with Utmost International Limited, Bilingual – Chinese / English	Application Form for Clients who wish to Top Up their Managed Capital Account, Managed Savings Account or Managed Pension Account. Bilingual – Chinese / English version.	Utmost International - IoM	Application Form	Chinese (Traditional) (ZH), English (EN)	Managed Capital Account	FOS	Addition to your Policy	Application Form for Clients who wish to Top Up their Managed Capital Account, Managed Savings Account or Managed Pension Account. Bilingual – Chinese / English version. Application Form Application Form for Top-ups into Managed Capital Account, Managed Savings Account or Managed Pension Account with Utmost International Limited, Bilingual – Chinese / English ULQ PR \| 11132
Important Facts Statement and Applicants Declarations Form for Wealth Management Plan with Utmost International Limited (Chinese)	Important Facts Statement and Applicants Declarations Form for Wealth Management Plan (Chinese Version).	Utmost International - IoM	Application Form	Chinese (Traditional) (ZH)	Non Product Specific	FOS	Addition to your Policy	Important Facts Statement and Applicants Declarations Form for Wealth Management Plan (Chinese Version). Application Form Important Facts Statement and Applicants Declarations Form for Wealth Management Plan with Utmost International Limited (Chinese) ULQ PR \| 10539
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.	Utmost International - IoM	Right to Change Your Mind Forms and guides/KFD	Chinese (Traditional) (ZH)	Executive Investment Plan		New Policy	Chinese version of the Collective Investment Plan/Executive Investment Plan – Important facts statement and applicant’s declarations ILAS policy. Right to Change Your Mind Forms and guides/KFD Executive Investment Plan – Important facts statement and applicant’s declarations ILAS policy (Chinese) ULQ PR \| 10960
Asset Transfer Form for Wealth Management Plan with Utmost International Limited Hong Kong, Bilingual Chinese / English	This Bilingual Chinese / English 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.	Utmost International - IoM	Application Form	English (EN)	Non Product Specific		New Policy	This Bilingual Chinese / English 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. Application Form Asset Transfer Form for Wealth Management Plan with Utmost International Limited Hong Kong, Bilingual Chinese / English ULQ PR \| 10540
Affordability Declaration (Bilingual)	This document can be used by applicants over aged 60 – to declare the affordability of the relevant premium invested.	Utmost International - IoM	Operational Forms	Chinese (Simplified) (ZH), English (EN)	Non Product Specific		New Policy	This document can be used by applicants over aged 60 – to declare the affordability of the relevant premium invested. Operational Forms Affordability Declaration (Bilingual) ULQ PR \| 10967
Professional Investor Declaration Corporate Trust (ie trust corporation) Applicants	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for corporate trust (ie trust corporation) applicants.	Utmost International - IoM	Operational Forms	Chinese (Simplified) (ZH), English (EN)	Non Product Specific		New Policy	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for corporate trust (ie trust corporation) applicants. Operational Forms Professional Investor Declaration Corporate Trust (ie trust corporation) Applicants ULQ PR \| 10110
Professional Investor Declaration Corporate Partnership Applicants (Bilingual)	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for corporate partnership applicants.	Utmost International - IoM	Operational Forms	Chinese (Simplified) (ZH), English (EN)	Non Product Specific		New Policy	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for corporate partnership applicants. Operational Forms Professional Investor Declaration Corporate Partnership Applicants (Bilingual) ULQ PR \| 10109
Professional Investor Declaration for Individual Applicants	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for individual applicants.	Utmost International - IoM	Operational Forms	Chinese (Simplified) (ZH), English (EN)	Non Product Specific		New Policy	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for individual applicants. Operational Forms Professional Investor Declaration for Individual Applicants ULQ PR \| 10108
Application Form for Top Ups into Collective Investment Bond, Collective Investment Plan, Executive Investment Bond or Wealth Management Plan with Utmost International Limited, (Hong Kong) Bilingual form – Chinese / English	Application Form to add an additional lump sum to an existing Collective Investment Bond, Collective Investment Plan, Executive Investment Bond or Wealth Management Plan. Bilingual – Chinese / English version. Please note that you will also need to fill out the Tax Declaration and Self Certification document, if applicable.	Utmost International - IoM	Application Form	Chinese (Traditional) (ZH), English (EN)	Executive Investment Bond	FOS	Addition to your Policy	Application Form to add an additional lump sum to an existing Collective Investment Bond, Collective Investment Plan, Executive Investment Bond or Wealth Management Plan. Bilingual – Chinese / English version. Please note that you will also need to fill out the Tax Declaration and Self Certification document, if applicable. Application Form Application Form for Top Ups into Collective Investment Bond, Collective Investment Plan, Executive Investment Bond or Wealth Management Plan with Utmost International Limited, (Hong Kong) Bilingual form – Chinese / English ULQ PR \| 09690
Important Facts Statement (IFS) Executive Wealthbuilder Account (English)	Important Facts Statement and Applicants Declarations.	Utmost International - IoM	Right to Change Your Mind Forms and guides/KFD	English (EN)	Non Product Specific	FOS	Addition to your Policy	Important Facts Statement and Applicants Declarations. Right to Change Your Mind Forms and guides/KFD Important Facts Statement (IFS) Executive Wealthbuilder Account (English) ULQ PR \| 09152
Important Facts Statement (IFS) Executive Wealthbuilder Account (Chinese)	Important Facts Statement and Applicants Declarations.	Utmost International - IoM	Right to Change Your Mind Forms and guides/KFD	Chinese (Traditional) (ZH)	Non Product Specific	FOS	Addition to your Policy	Important Facts Statement and Applicants Declarations. Right to Change Your Mind Forms and guides/KFD Important Facts Statement (IFS) Executive Wealthbuilder Account (Chinese) ULQ PR \| 09153
Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Wealth Management Plan (English) Utmost International Isle of Man Limited	Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Wealth Management Plan (English).	Utmost International - IoM	Application Form	English (EN)	Non Product Specific	FOS	Addition to your Policy	Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Wealth Management Plan (English). Application Form Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Wealth Management Plan (English) Utmost International Isle of Man Limited ULQ PR \| 09214
Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Managed Savings Account/Managed Pension Account (Chinese) Utmost International Isle of Man Limited	Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Managed Savings Account/Managed Pension Account (Chinese).	Utmost International - IoM	Application Form	Chinese (Traditional) (ZH)	Managed Capital Account	FOS	Addition to your Policy	Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Managed Savings Account/Managed Pension Account (Chinese). Application Form Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Managed Savings Account/Managed Pension Account (Chinese) Utmost International Isle of Man Limited ULQ PR \| 09123
Important Facts Statement (IFS) Form and Applicant’s Declarations for Managed Capital Account (Chinese) Utmost International Isle of Man Limited	Important Facts Statement (IFS) Form and Applicant’s Declarations for Managed Capital Account (Chinese).	Utmost International - IoM	Application Form	Chinese (Traditional) (ZH)	Managed Capital Account	FOS	Addition to your Policy	Important Facts Statement (IFS) Form and Applicant’s Declarations for Managed Capital Account (Chinese). Application Form Important Facts Statement (IFS) Form and Applicant’s Declarations for Managed Capital Account (Chinese) Utmost International Isle of Man Limited ULQ PR \| 09122
Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Managed Savings Account/Managed Pension Account (English) Utmost International Isle of Man Limited	Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Managed Savings Account/Managed Pension Account.	Utmost International - IoM	Application Form	English (EN)	Managed Capital Account	FOS	Addition to your Policy	Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Managed Savings Account/Managed Pension Account. Application Form Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Managed Savings Account/Managed Pension Account (English) Utmost International Isle of Man Limited ULQ PR \| 09119
Important Facts Statement (IFS) Form and Applicant’s Declarations for Managed Capital Account (English) Utmost International Isle of Man Limited	Important Facts Statement (IFS) Form and Applicant’s Declarations for Managed Capital Account (English),	Utmost International - IoM	Application Form	English (EN)	Managed Capital Account	FOS	Addition to your Policy	Important Facts Statement (IFS) Form and Applicant’s Declarations for Managed Capital Account (English), Application Form Important Facts Statement (IFS) Form and Applicant’s Declarations for Managed Capital Account (English) Utmost International Isle of Man Limited ULQ PR \| 09118
Important Facts Statement (IFS) Form for Collective Investment Bond/Executive Investment Bond (English) Utmost International Isle of Man Limited	Important Facts Statement (IFS) Form for structure A and B. For all other charging structure variations, please contact us for the relevant form.	Utmost International - IoM	Application Form	English (EN)	Executive Investment Bond	FOS	Addition to your Policy	Important Facts Statement (IFS) Form for structure A and B. For all other charging structure variations, please contact us for the relevant form. Application Form Important Facts Statement (IFS) Form for Collective Investment Bond/Executive Investment Bond (English) Utmost International Isle of Man Limited ULQ PR \| 09116
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).	Utmost International - IoM	Operational Forms	English (EN)	Non Product Specific	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
Beneficiary Nomination Request Form – for Accountholders Policyholders	This form can be used where the Accountholders wish to transfer the ownership of the Contract on the death of the Relevant Accountholder and this does not bring the Contract to an end;orFor use by both Individual and Corporate Accountholders. Where the Accountholders wish to transfer the ownership of the benefits on the death of the Relevant Life Assured and this brings the Contract to an end.	Utmost International - IoM	Operational Forms	English (EN)	Non Product Specific		New Policy	This form can be used where the Accountholders wish to transfer the ownership of the Contract on the death of the Relevant Accountholder and this does not bring the Contract to an end;orFor use by both Individual and Corporate Accountholders. Where the Accountholders wish to transfer the ownership of the benefits on the death of the Relevant Life Assured and this brings the Contract to an end. Operational Forms Beneficiary Nomination Request Form – for Accountholders Policyholders ULQ PR \| 07959
Utmost International Isle of Man Portfolio Bond Dealing Instruction Form and Guidance Notes	This form can be used for the sale and purchase of funds for all Utmost International Isle of Man Portfolio Bonds.	Utmost International - IoM	Investment literature/Strategies	English (EN)	Executive Investment Account, Executive Investment Bond, Executive Investment Plan, Executive Investment Portfolio, Executive Redemption Bond, Executive Redemption Bond – QIME, Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus)	FOS	Making a change to your policy	This form can be used for the sale and purchase of funds for all Utmost International Isle of Man Portfolio Bonds. Investment literature/Strategies Utmost International Isle of Man Portfolio Bond Dealing Instruction Form and Guidance Notes ULQ PR \| 01218
Pay-By-Link Multi-Currency Bilingual English and Traditional Chinese	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited Hong Kong Branch client and pay regular premiums into your Executive Wealthbuilder Account, International Mortgage Account, Managed Account Plus, Managed Capital Account, Managed Pension Account, or Managed Savings Account, regardless of your current payment method, you can use the Pay-By-Link service.	Utmost International - IoM	Operational Forms	English (EN)	Non Product Specific		Making a change to your policy, New Policy	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited Hong Kong Branch client and pay regular premiums into your Executive Wealthbuilder Account, International Mortgage Account, Managed Account Plus, Managed Capital Account, Managed Pension Account, or Managed Savings Account, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms Pay-By-Link Multi-Currency Bilingual English and Traditional Chinese UL PR 00451
UIIOM Pay-By-Link Hong Kong 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 in Hong Kong Dollar, regardless of your current payment method, you can use the Pay-By-Link service to pay 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.	Utmost International - IoM	Operational Forms	English (EN)	Managed Capital Account, Non Product Specific		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 in Hong Kong Dollar, regardless of your current payment method, you can use the Pay-By-Link service to pay 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. Operational Forms UIIOM Pay-By-Link Hong Kong Dollar UL PR 00437
UIIOM Strength and Stability Brochure (Investor Protection)	UIIOM Strength and Stability Brochure (Investor Protection – Intermediary version)	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Non Product Specific	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	Utmost International - IoM	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Non Product Specific	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
UIIOM Corporate Infographic – Who we are (Traditional Chinese)	Company background on Utmost International Isle of Man Limited in one page.	Utmost International - IoM	Marketing Collateral	Chinese (Traditional) (ZH)	Non Product Specific	FOS	New Policy	Company background on Utmost International Isle of Man Limited in one page. Marketing Collateral UIIOM Corporate Infographic – Who we are (Traditional Chinese) UL \| 25146
Anti-money Laundering Guide (AML)	Utmost International Isle of Man Limited, Utmost PanEurope dac, Utmost International Trustee Solutions and Utmost Worldwide Limited Anti-Money Laundering Requirements Guide ‘AML’	Utmost Wealth Solutions	Guides and Supporting Documents	English (EN)	Non Product Specific	FOS	New Policy	Utmost International Isle of Man Limited, Utmost PanEurope dac, Utmost International Trustee Solutions and Utmost Worldwide Limited Anti-Money Laundering Requirements Guide ‘AML’ Guides and Supporting Documents Anti-money Laundering Guide (AML) IOM PR 0121
Portfolio Bond Withdrawal / Surrender Form	Surrender and Withdrawal Request Form for Portfolio Bond	Utmost Wealth Solutions	Operational Forms	English (EN)	Non Product Specific	FOS	Surrender or Claim	Surrender and Withdrawal Request Form for Portfolio Bond Operational Forms Portfolio Bond Withdrawal / Surrender Form UWSQ PR \| 13485
Tax Declaration and Self Certification for Individual Investors	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to 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, persons authorised to sign on behalf of the policyholder, for example their Power of Attorney or court appointed Deputy, and individuals linked to the trust where Utmost International Trustee Solutions Limited are the appointed trustee.	Utmost Wealth Solutions	Operational Forms	English (EN)	Non Product Specific	FOS	Addition to your Policy, Making a change to your policy, New Policy, Surrender or Claim	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to 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, persons authorised to sign on behalf of the policyholder, for example their Power of Attorney or court appointed Deputy, and individuals linked to the trust where Utmost International Trustee Solutions Limited are the appointed trustee. Operational Forms Tax Declaration and Self Certification for Individual Investors UWSQ PR \| 12373
Tax Declaration and Self Certification for Entity Investors	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to 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 Entity investors such as, companies, corporate trusts or foundations.	Utmost Wealth Solutions	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy, New Policy	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to 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 Entity investors such as, companies, corporate trusts or foundations. Operational Forms Tax Declaration and Self Certification for Entity Investors UWSQ PR \| 12415
Tax Declaration and Self-Certification for Trusts	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to 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 trusts where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Non Product Specific	FOS	Making a change to your policy, New Policy	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to 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 trusts where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust. Tax and regulatory Literature/technical sales aids and literature Tax Declaration and Self-Certification for Trusts UTSQ PR \| 20885
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.	Utmost Wealth Solutions	Investment literature/Strategies	English (EN)	Non Product Specific	FOS	Making a change to your policy	This guide shows you how to submit a dealing instruction in three easy steps through Wealth Interactive. Investment literature/Strategies How to Submit a Dealing Request on Wealth Interactive UWSQ PR \| 20000
Unit Linked Investment Services Authority Form (Hong Kong)	This form should be used were you want to appoint an Investment Adviser to your Utmost Worldwide Limited, Unit-Linked Plan. For use in the Hong Kong market only.	Utmost Worldwide	Operational Forms	English (EN)	Choice and Vision - International, Focus - International	FOS	Making a change to your policy, New Policy	This form should be used were you want to appoint an Investment Adviser to your Utmost Worldwide Limited, Unit-Linked Plan. For use in the Hong Kong market only. Operational Forms Unit Linked Investment Services Authority Form (Hong Kong) UWWS PR 00066
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.	Utmost International Trustee Solutions Limited	Trust Literature	English (EN)	Non Product Specific	FOS	New Policy	Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments. Trust Literature Utmost International Trustee Solutions Limited Discounted Gift Trust (DGT) Deed (with Investment Direction) UTSQ PR \| 07155
Portfolio Bond Minimum Residual Value	Published minimum residual values as at February 2021	Utmost Wealth Solutions	Operational Forms	English (EN)	Non Product Specific	FOS	New Policy	Published minimum residual values as at February 2021 Operational Forms Portfolio Bond Minimum Residual Value UWSQ PR \| 21018
Before Surrendering	Guides and Supporting Documents Before Surrendering UWS PR 00431	Utmost Wealth Solutions	Guides and Supporting Documents	English (EN)	Non Product Specific	FOS	Surrender or Claim	Guides and Supporting Documents Before Surrendering UWS PR 00431

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