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New Policy

Application Form

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.
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.
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).
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.
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).
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).
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).
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.
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.
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),
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.

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, Utmost PanEurope dac, Utmost International Trustee Solutions and Utmost Worldwide Limited Anti-Money Laundering Requirements Guide

Marketing Collateral

Utmost Wealth Solutions Company Brochure – Adviser version

Company brochure for Utmost Wealth Solutions (Financial Adviser only).
UIIOM Corporate Infographic – Who we are (Traditional Chinese)

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

Operational Forms

Current Financial Information Request Form

Current Financial Information Request Form for use with a Utmost Worldwide policy, to confirm your current taxation status, residence, and financial information.
UW Source of Wealth Questionnaire

Source of Wealth Questionnaire for providing details of a client’s wealth (for high risk clients/clients subject to enhanced due diligence). This questionnaire seeks to obtain information and documentation to establish the source of wealth for Utmost Worldwide Limited clients.
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 of Utmost International Isle of Man Limited and Utmost PanEurope dac
Portfolio Bond Minimum Residual Value

Published minimum residual values as at February 2021
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).
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.
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.
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.
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
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
Hong Kong switch form for use with Unit-linked accounts (English)

Switch Form for use with Unit-Linked Accounts. For Hong Kong use only.
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.
Affordability Declaration (Bilingual)

This document can be used by applicants over aged 60 – to declare the affordability of the relevant premium invested.
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.
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.
Telegraphic Transfer Details for Utmost International Isle of Man Limited

This document contains the telegraphic transfer details for transferring money to Utmost International Isle of Man Limited via Wealth Interactive.
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.
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).
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.

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

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

UIIOM Strength and Stability Brochure (Investor Protection)

UIIOM Strength and Stability Brochure (Investor Protection – Intermediary version)

Trust Literature

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.
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 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 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 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.
Discounted Gift Trust Deed Form (English Law – Discretionary Version)

This deed should be used with ex-Quilter products or the following range of product types only: Executive Investment Bonds/Portfolios/Accounts (including European Collective Investment Bond), Wealth Portfolio Bonds, Managed Capital Accounts and Life Insurance Portfolios.

Change your Policy

Application Form

Application Form for an Online Service Account and Appointment of a Lead Policyholder on Wealth Interactive with Utmost International Portfolio Bonds

Application Form for an Online Service Account and Appointment of a Lead Policyholder on Wealth Interactive with Utmost International Portfolio Bonds.
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.

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.
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.

Operational Forms

Current Financial Information Request Form

Current Financial Information Request Form for use with a Utmost Worldwide policy, to confirm your current taxation status, residence, and financial information.
UW Source of Wealth Questionnaire

Source of Wealth Questionnaire for providing details of a client’s wealth (for high risk clients/clients subject to enhanced due diligence). This questionnaire seeks to obtain information and documentation to establish the source of wealth for Utmost Worldwide Limited clients.
Client Information and Change of Details Form

This form is intended for Utmost Worldwide 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.
Change of financial adviser

Please use this form if you wish to appoint a new or remove a financial adviser. If you remove a financial adviser this will stop all correspondence or information in respect of your policy going through that financial adviser.
Portfolio Bond Endorsement Request Form

This form can be used to endorse highly personalised bonds and bring into the UK regulations as well as reduce tax implications.
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.
Change of Bank Details Form

Use this Utmost International Isle of Man Limited form to update bank details for incoming premiums for the Managed Capital Account, Managed Savings Account, Managed Pension Account and Executive Wealthbuilder Account.
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.
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.

Tax and regulatory Literature/technical sales aids and literature

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.
UIIOM Strength and Stability Brochure (Investor Protection)

UIIOM Strength and Stability Brochure (Investor Protection – Intermediary version)

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

Portfolio Bond Withdrawal / Surrender Form

Surrender and Withdrawal Request Form for Portfolio Bond
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.

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

Popular logins

Previously used logins

Document Library

Utmost Wealth Solutions

Utmost Corporate Solutions

Literature Library – Hong Kong