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Title	Description	Insurer	Market	Language	Product	Regime	Process	Excerpt
Deed of Assignment (Assignments to or from Corporate Entities)	With this deed you can assign a policy to or from a corporate entity. For use with a policy issued under Isle of Man or English law.	Europe Expat, Middle East, Rest of the World, Singapore (SG), United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	Non Product Specific	FOS	New Policy	With this deed you can assign a policy to or from a corporate entity. For use with a policy issued under Isle of Man or English law. Trust Literature Deed of Assignment (Assignments to or from Corporate Entities) UWSQ PR \| 21051
Loan Trust Deed – Manx Law Discretionary Version – Limited Liability Form	Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man Limited investments.	Middle East, Rest of the World, United Kingdom (UK)	Utmost Wealth Solutions	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 Limited investments. Trust Literature Loan Trust Deed – Manx Law Discretionary Version – Limited Liability Form UWSQ PR \| 07507
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	English (EN)	Non Product Specific	FOS	Making a change to your policy	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	English (EN)	Non Product Specific	FOS	Making a change to your policy, New Policy	Trust Register Internal Form Trust Literature Trust Register Internal Form UWS PR 00463
Letter of Wishes Example Wordings	When using a discretionary trust it is always desirable to record the Settlor’s wishes. These are normally recorded in a letter addressed to the trustees, hence the name ‘letter of wishes’.	Rest of the World, United Kingdom (UK)	Utmost International Trustee Solutions Limited	English (EN)	Non Product Specific	FOS	New Policy	When using a discretionary trust it is always desirable to record the Settlor’s wishes. These are normally recorded in a letter addressed to the trustees, hence the name ‘letter of wishes’. Trust Literature Letter of Wishes Example Wordings UTSQ PR \| 25160
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.	Hong Kong (HK), Middle East, Rest of the World	Utmost International Trustee Solutions Limited	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 Bare Trust with Investment Direction UTSQ PR \| 08144
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.	Hong Kong (HK), Middle East, Rest of the World	Utmost International Trustee Solutions Limited	English (EN)	Non Product Specific	FOS	New Policy	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. Trust Literature Discounted Gift Trust Deed with Investment Direction (Manx Law – Bare version) UTSQ PR \| 07936
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.	Hong Kong (HK), Middle East, Rest of the World	Utmost International Trustee Solutions Limited	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
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.	Hong Kong (HK), Middle East, Rest of the World	Utmost International Trustee Solutions Limited	English (EN)	Non Product Specific	FOS	New Policy	This deed can be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee. Trust Literature Utmost International Trustee Solutions Limited Loan Trust Deed with Investment Direction (Manx Law) UTSQ PR \| 07154
Utmost International Trustee Solutions Limited 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.	Hong Kong (HK), Middle East, Rest of the World	Utmost International Trustee Solutions Limited	English (EN)	Non Product Specific	FOS	New Policy	This deed can only be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee. Trust Literature Utmost International Trustee Solutions Limited Discretionary Trust with Investment Direction (Manx Law) UTSQ PR \| 05920
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.	Hong Kong (HK), Middle East, Rest of the World	Utmost International Trustee Solutions Limited	English (EN)	Non Product Specific	FOS	New Policy	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. Trust Literature Utmost International Trustee Solutions Limited Discretionary Trust with Investment Direction (Manx Law) UTSQ PR \| 05198
Utmost International Trust Company Policy Statement Form	This form is used with our former Quilter International UK products where an ‘Investment Adviser’ (Advisory Fund Adviser) is being appointed. The form confirms that the adviser has discussed and agreed the Investment Objective with the settlor and any investment recommendations will fall within this category. The trustees will countersign this and agree to the objective agreed between IFA and Settlor.	United Kingdom (UK)	Utmost International Trustee Solutions Limited	English (EN)	Non Product Specific	FOS	New Policy	This form is used with our former Quilter International UK products where an ‘Investment Adviser’ (Advisory Fund Adviser) is being appointed. The form confirms that the adviser has discussed and agreed the Investment Objective with the settlor and any investment recommendations will fall within this category. The trustees will countersign this and agree to the objective agreed between IFA and Settlor. Trust Literature Utmost International Trust Company Policy Statement Form UTSQ PR \| 03408
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.	Europe Expat, Hong Kong (HK), Middle East, Singapore (SG)	Utmost PanEurope	English (EN)	European Executive Investment Bond – PRIIPs, Executive Life Portfolio	FOS	New Policy	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. Trust Literature Discounted Gift Trust Deed Form (English Law – Discretionary Version) UPEQ PR \| 04655
Discounted Gift Trust Deed Form (English Law – Bare 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.	European Union (EU), Malta (MT), United Kingdom (UK)	Utmost PanEurope	English (EN)	European Executive Investment Bond – PRIIPs, Executive Life Portfolio	FOS	New Policy	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. Trust Literature Discounted Gift Trust Deed Form (English Law – Bare Version) UPEQ PR \| 04649
Absolute/Bare Trust	Absolute Bare Trust form for the Private Client Portfolio product – United Kingdom	United Kingdom (UK)	Utmost Luxembourg S.A	English (EN)	Private Client Portfolio	FOS	New Business Pack	Absolute Bare Trust form for the Private Client Portfolio product – United Kingdom Trust Literature Absolute/Bare Trust ULU CONT3569
Lifestyle Trust Deed (Manx Law – Discretionary Version)	Complete this deed to set up a Lifestyle Trust (Manx Law version)	Middle East, Rest of the World, United Kingdom (UK)	Utmost International - IoM	English (EN)	Non Product Specific	FOS	New Policy	Complete this deed to set up a Lifestyle Trust (Manx Law version) Trust Literature Lifestyle Trust Deed (Manx Law – Discretionary Version) ULQ PR \| 25094
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	English (EN)	Non Product Specific	FOS	Making a change to your policy	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
Retained Interest Trust Single Settlor Declaration of Trust Form	This declaration form should be used only with legal advice advice to ensure any trust is suitable for you, especially having regard to the terms of your will.	Rest of the World	Utmost International - IoM	English (EN)	Non Product Specific	FOS	New Policy	This declaration form should be used only with legal advice advice to ensure any trust is suitable for you, especially having regard to the terms of your will. Trust Literature Retained Interest Trust Single Settlor Declaration of Trust Form ULQ PR \| 01042
Retained Interest Trust Joint Settlor Declaration of Trust Form	This declaration form should be used only with legal advice advice to ensure any trust is suitable for you, especially having regard to the terms of your will.	Rest of the World	Utmost International - IoM	English (EN)	Non Product Specific	FOS	New Policy	This declaration form should be used only with legal advice advice to ensure any trust is suitable for you, especially having regard to the terms of your will. Trust Literature Retained Interest Trust Joint Settlor Declaration of Trust Form ULQ PR \| 01041
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	English (EN)	Non Product Specific	FOS	Making a change to your policy	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
Deed of Assignment	For Products formerly Scottish Mutual International this form has only been designed for life policies and trust forms.		Utmost PanEurope	English (EN)	Non Product Specific		New Policy	For Products formerly Scottish Mutual International this form has only been designed for life policies and trust forms. Trust Literature Deed of Assignment UIC PR 00162
Deed of Appointment of Trustee	Deed of appointment of a new Trustee/ removal or resignation of a Trustee in relation to a small number of older products. This form must be signed by all Trustees whether being appointed, continuing, removed or resigning.		Utmost PanEurope	English (EN)	Non Product Specific		New Policy	Deed of appointment of a new Trustee/ removal or resignation of a Trustee in relation to a small number of older products. This form must be signed by all Trustees whether being appointed, continuing, removed or resigning. Trust Literature Deed of Appointment of Trustee UIC PR 00160
Deed of Appointment (Flexible Gift or Pension Discretionary Trust)	Deed of appointment of a share to/revocation of a share of a beneficiary in a flexible gift or pension discretionary trust in relation to a small number of older products.		Utmost PanEurope	English (EN)	Non Product Specific		New Policy	Deed of appointment of a share to/revocation of a share of a beneficiary in a flexible gift or pension discretionary trust in relation to a small number of older products. Trust Literature Deed of Appointment (Flexible Gift or Pension Discretionary Trust) UIC PR 00161
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	English (EN)	Generation Planning Bond	FOS	Making a change to your policy, New Policy	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	English (EN)	Generation Planning Bond	FOS	Making a change to your policy, New Policy	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	English (EN)	Non Product Specific	FOS	Making a change to your policy	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	English (EN)	Non Product Specific	FOS	Making a change to your policy	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	English (EN)	Estate Planning Bond	FOS	Making a change to your policy, New Policy	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	English (EN)	Estate Planning Bond	FOS	Making a change to your policy, New Policy	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 trustee(s)	This draft deed is provided for the consideration of the parties and their legal advisers only.This deed should be completed when the Settlor(s), in accordance with the terms of the of the trust, has the power to appoint trustees.	United Kingdom (UK)	Utmost International - IoM	English (EN)	Non Product Specific		New Policy	This draft deed is provided for the consideration of the parties and their legal advisers only.This deed should be completed when the Settlor(s), in accordance with the terms of the of the trust, has the power to appoint trustees. Trust Literature Deed appointing additional trustee(s) IOM PR 0029
Deed of retirement of trustees for trusts where the settlor has power of appointment	This draft deed is provided for the consideration of the parties and their legal adviser only.	United Kingdom (UK)	Utmost International - IoM	English (EN)	Non Product Specific		Making a change to your policy	This draft deed is provided for the consideration of the parties and their legal adviser only. Trust Literature Deed of retirement of trustees for trusts where the settlor has power of appointment IOM PR 0020
Deed of Retirement of trustee form	Deed of Retirement of trustee form for trusts where the trustees have power of appointment of new trustees	United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	Non Product Specific		Making a change to your policy	Deed of Retirement of trustee form for trusts where the trustees have power of appointment of new trustees Trust Literature Deed of Retirement of trustee form AWI PR 0218
Deed of Appointment of Additional Trustee (Trustees have Power of Appointment)	This draft deed is provided for the consideration of the parties and their legal advisers only. This deed should only be used where the Trustees have power of appointment. If the settlor has power of appointment, this deed will be invalid.	United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	Non Product Specific	FOS	New Policy	This draft deed is provided for the consideration of the parties and their legal advisers only. This deed should only be used where the Trustees have power of appointment. If the settlor has power of appointment, this deed will be invalid. Trust Literature Deed of Appointment of Additional Trustee (Trustees have Power of Appointment) AWI PR 0203
Loan Trust	Discretionary Trust Deed and Loan Agreement	United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	Non Product Specific	FOS	New Policy	Discretionary Trust Deed and Loan Agreement Trust Literature Loan Trust AWI PR 0196
Loan Trust Waiver	Loan Trust Waiver for Absolute and Discretionary Loan Trusts	United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	Non Product Specific		New Policy	Loan Trust Waiver for Absolute and Discretionary Loan Trusts Trust Literature Loan Trust Waiver AWI PR 0197
Discretionary Trust	The Trust Deed may be used by a single Settlor (or joint Settlors) who wishes 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	English (EN)	Non Product Specific	FOS	New Policy	The Trust Deed may be used by a single Settlor (or joint Settlors) who wishes 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 AWI PR 0194
UWS Probate absolute trust deed	This Trust Deed can be used when the Donor wants to take out a new policy or transfer an existing policy into Trust.	United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	Non Product Specific	FOS	New Policy	This Trust Deed can be used when the Donor wants to take out a new policy or transfer an existing policy into Trust. Trust Literature UWS Probate absolute trust deed AWI PR 0195
Absolute Trust – Donor cannot be a Beneficiary	The Trust Deed may be used by a single Donor or joint Donors, who wish to place a new or existing bond into an Absolute Trust and where the initial investment is with Utmost International Isle of Man Limited or Utmost PanEurope dac.	United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	Non Product Specific	FOS	New Policy	The Trust Deed may be used by a single Donor or joint Donors, who wish to place a new or existing bond into an Absolute Trust and where the initial investment is with Utmost International Isle of Man Limited or Utmost PanEurope dac. Trust Literature Absolute Trust – Donor cannot be a Beneficiary AWI PR 0193
Loan Trust – Deed of Retirement of Trustees	For use with Loan Trust arrangements only where the continuing trustees wish to release the retiring trustees(s) from their obligations under the Trust and Loan Agreement	United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	Non Product Specific		Making a change to your policy	For use with Loan Trust arrangements only where the continuing trustees wish to release the retiring trustees(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	For use with Utmost Wealth Solutions Loan Trust arrangements under which the trustees have the power to appoint new trustees	United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	Non Product Specific		Making a change to your policy	For use with Utmost Wealth Solutions 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	English (EN)	Non Product Specific		Making a change to your policy	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
Trust proposition tree	This document details our trust proposition tree.	United Kingdom (UK)	Utmost Wealth Solutions	English (EN)	Non Product Specific	FOS	Making a change to your policy, New Policy	This document details our trust proposition tree. Trust Literature Trust proposition tree AWI PR 0014
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	English (EN)	Non Product Specific	FOS	Making a change to your policy	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
Utmost International Trustee Solutions – A Guide to our Services	This guide explains how Utmost International Trustee Solutions Limited could help clients and their beneficiaries.	United Kingdom (UK)	Utmost International Trustee Solutions Limited	English (EN)	Non Product Specific	FOS	New Policy	This guide explains how Utmost International Trustee Solutions Limited could help clients and their beneficiaries. Trust Literature Utmost International Trustee Solutions – A Guide to our Services ATS PR 0001

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