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Title	Description	Market	Product	Regime	Process	Excerpt
Démembrée clause EN	Clause Beneficiaire demembree avec quasi usufruit	France (FR)	Apex (France), Private Wealth Portfolio (PWP) France	FOS	New Policy	Clause Beneficiaire demembree avec quasi usufruit Tax and regulatory Literature/technical sales aids and literature Démembrée clause EN UPE PR 12433
Legal Entity Identifier Notice – Utmost PanEurope dac	Legal Entity Identifier Notice – Utmost PanEurope dac.	United Kingdom (UK)	Non Product Specific	FOS	New Policy	Legal Entity Identifier Notice – Utmost PanEurope dac. Tax and regulatory Literature/technical sales aids and literature Legal Entity Identifier Notice – Utmost PanEurope dac UI PR 0031
Tax Benefits of the Spanish Collective Investment Bond Guide	This guide details the benefits of investing in a Spanish compliant policy, such as the Spanish Collective Investment Bond for your expat clients living in Spain, rather than a non-compliant policy.	Spain (ES)	Spanish Collective Investment Bond	FOS	New Policy	This guide details the benefits of investing in a Spanish compliant policy, such as the Spanish Collective Investment Bond for your expat clients living in Spain, rather than a non-compliant policy. Tax and regulatory Literature/technical sales aids and literature Tax Benefits of the Spanish Collective Investment Bond Guide UPEQ PR \| 18741
European Executive Investment Bond at a glance	This at a glance document highlights the main features of the European Executive Investment Bond.	Malta (MT)	European Executive Investment Bond – PRIIPs	FOS	New Policy	This at a glance document highlights the main features of the European Executive Investment Bond. Tax and regulatory Literature/technical sales aids and literature European Executive Investment Bond at a glance UPEQ PR \| 09349
Tax and Other Important Information for Gibraltar	This document provides the policyholder with important information before investing in the European Executive Investment Bond, European Collective Investment Bond or the European Capital Account provided by Utmost PanEurope dac.	Europe Expat	European Executive Investment Bond – PRIIPs	FOS	New Policy	This document provides the policyholder with important information before investing in the European Executive Investment Bond, European Collective Investment Bond or the European Capital Account provided by Utmost PanEurope dac. Tax and regulatory Literature/technical sales aids and literature Tax and Other Important Information for Gibraltar UPEQ PR \| 08891
Tax and Other Important Information for Malta (for Malta Based Trustees Only)	This document provides the policyholder with important information before investing in the European Executive Investment Bond – PRIIPs or the European Collective Investment Bond – PRIIPs provided by Utmost PanEurope dac. Currently, we will only accept applications from Malta based trustees not Maltese resident individuals.	Malta (MT)	European Executive Investment Bond – PRIIPs, Non Product Specific	FOS	New Policy	This document provides the policyholder with important information before investing in the European Executive Investment Bond – PRIIPs or the European Collective Investment Bond – PRIIPs provided by Utmost PanEurope dac. Currently, we will only accept applications from Malta based trustees not Maltese resident individuals. Tax and regulatory Literature/technical sales aids and literature Tax and Other Important Information for Malta (for Malta Based Trustees Only) UPEQ PR \| 08492
Tax and Other Important Information Guide for Cyprus	This document provides the applicant with important information before investing in the European Executive Investment Bond and the European Collective Investment Bond provided by Quilter International Ireland dac.	Europe Expat	European Executive Investment Bond – PRIIPs	FOS	New Policy	This document provides the applicant with important information before investing in the European Executive Investment Bond and the European Collective Investment Bond provided by Quilter International Ireland dac. Tax and regulatory Literature/technical sales aids and literature Tax and Other Important Information Guide for Cyprus UPEQ PR \| 05716
Tax and Other Information Guide for Residents of the European Economic Area	This document is designed for habitual residents of EEA countries (EU countries plus Iceland, Norway and Liechtenstein). Please refer to our other country specific documents, which are available on our website.	Europe Expat, Malta (MT)	European Executive Investment Bond – PRIIPs	FOS	New Policy	This document is designed for habitual residents of EEA countries (EU countries plus Iceland, Norway and Liechtenstein). Please refer to our other country specific documents, which are available on our website. Tax and regulatory Literature/technical sales aids and literature Tax and Other Information Guide for Residents of the European Economic Area UPEQ PR \| 03378
Private Wealth Portfolio – How to minimise foreign tax on dividend income	A sales aid to explain tax relief at source on foreign withholding tax.	Italy (IT), Portugal (PT), Spain (ES), United Kingdom (UK)	Private Wealth Portfolio - Italy, Private Wealth Portfolio - Portugal, Private Wealth Portfolio - Spain, Private Wealth Portfolio - UK, Private Wealth Portfolio (PWP) France		New Policy	A sales aid to explain tax relief at source on foreign withholding tax. Tax and regulatory Literature/technical sales aids and literature Private Wealth Portfolio – How to minimise foreign tax on dividend income UPE PR 12746
Technical Sales Briefing – Trustee Delegation	This briefing is designed to explain how some of the duties and powers of trustees can be delegated to other people	United Kingdom (UK)	Non Product Specific		New Policy	This briefing is designed to explain how some of the duties and powers of trustees can be delegated to other people Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Trustee Delegation UPE PR 12427
PWP Italy Additional Pre-contractual Information Document (DIP)	N/A	Italy (IT)	Private Wealth Portfolio - Italy	FOS	New Business Pack, New Policy	N/A Tax and regulatory Literature/technical sales aids and literature PWP Italy Additional Pre-contractual Information Document (DIP) UPE PR 00200
Utmost PanEurope Investor Protection Brochure	This guide describes certain aspects of the legal and regulatory framework applicable to Utmost PanEurope dac in Ireland, created in order to safeguard policyholders through effective governance, risk management and oversight related to insurer financial strength and solvency.	United Kingdom (UK)	Non Product Specific	FOS	New Policy	This guide describes certain aspects of the legal and regulatory framework applicable to Utmost PanEurope dac in Ireland, created in order to safeguard policyholders through effective governance, risk management and oversight related to insurer financial strength and solvency. Tax and regulatory Literature/technical sales aids and literature Utmost PanEurope Investor Protection Brochure UPE PR 00128
Generation Planning Bond at a Glance	A brief overview of Utmost PanEurope dac’s Generation Planning Bond.	United Kingdom (UK)	Generation Planning Bond	FOS	New Policy	A brief overview of Utmost PanEurope dac’s Generation Planning Bond. Tax and regulatory Literature/technical sales aids and literature Generation Planning Bond at a Glance UI PR 0081
Generation Planning Bond Suitability Paragraphs	These Utmost PanEurope dac’s Generation Planning Bond suitability sample paragraphs and their content are for your information and consideration only.	United Kingdom (UK)	Generation Planning Bond	FOS	New Policy	These Utmost PanEurope dac’s Generation Planning Bond suitability sample paragraphs and their content are for your information and consideration only. Tax and regulatory Literature/technical sales aids and literature Generation Planning Bond Suitability Paragraphs UI PR 0065
Selection at a Glance	This is an infographic with information about the Selection bond.	United Kingdom (UK)	Selection	FOS	New Policy	This is an infographic with information about the Selection bond. Tax and regulatory Literature/technical sales aids and literature Selection at a Glance ALE PR 0041
Delegation at a Glance	This infographic highlights some of the key features of Utmost PanEurope dac’s Delegation bond.	United Kingdom (UK)	Delegation	FOS	New Policy	This infographic highlights some of the key features of Utmost PanEurope dac’s Delegation bond. Tax and regulatory Literature/technical sales aids and literature Delegation at a Glance ALE PR 0040
Selection suitability paragraphs	These Utmost PanEurope dac’s Selection Bond suitability sample paragraphs and their content are for your information and consideration only.	United Kingdom (UK)	Selection	FOS		These Utmost PanEurope dac’s Selection Bond suitability sample paragraphs and their content are for your information and consideration only. Tax and regulatory Literature/technical sales aids and literature Selection suitability paragraphs ALE PR 0009
Delegation suitability paragraphs	These sample paragraphs and their content are for your information and consideration only.	United Kingdom (UK)	Delegation		Making a change to your policy, New Policy	These sample paragraphs and their content are for your information and consideration only. Tax and regulatory Literature/technical sales aids and literature Delegation suitability paragraphs ALE PR 0008

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