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Title	Description	Market	Language	Product	Regime	Process	Excerpt
Assignment of Policies form	Assignment of policies form.For assigning policies to individuals only.	United Kingdom (UK)	English (EN)	Delegation, Selection	FOS	Making a change to your policy	Assignment of policies form.For assigning policies to individuals only. Operational Forms Assignment of Policies form ALE PR 0017
UPE Declaration of Residence Outside of Ireland	Utmost PanEurope Policyholders resident outside of Ireland must make the declarations contained in this form in order to receive payments without the deduction of Irish tax if they hold a policy issued by an Irish insurer.	Europe Expat, Rest of the World, United Kingdom (UK)	English (EN)	Non Product Specific	FOS	Making a change to your policy, Surrender or Claim	Utmost PanEurope Policyholders resident outside of Ireland must make the declarations contained in this form in order to receive payments without the deduction of Irish tax if they hold a policy issued by an Irish insurer. Operational Forms UPE Declaration of Residence Outside of Ireland UPEQ PR \| 20900
Mutual Stipulations and Nomination Form Irish jointly Owned Products	This form should be used for policies subject to the laws of Belgium, Cyprus, Spain or Sweden. Complete this form if you are the policyholder and request for the mutual stipulations wording to be applied to your policy and also wish to nominate the beneficiary(ies) listed in the appointment of beneficiary(ies) for your policy.	Belgium (BE), Cyprus (CY), Spain (ES), Sweden (SE)	English (EN)	Non Product Specific	FOS	Making a change to your policy	This form should be used for policies subject to the laws of Belgium, Cyprus, Spain or Sweden. Complete this form if you are the policyholder and request for the mutual stipulations wording to be applied to your policy and also wish to nominate the beneficiary(ies) listed in the appointment of beneficiary(ies) for your policy. Operational Forms Mutual Stipulations and Nomination Form Irish jointly Owned Products UPEQ PR \| 21042
French Executive Portfolio Appointment of Fund Adviser Form	This form can be used if you wish to appoint a firm to act as a discretionary fund advisor on your French Executive Portfolio.	Europe Expat	English (EN)	Non Product Specific		Making a change to your policy	This form can be used if you wish to appoint a firm to act as a discretionary fund advisor on your French Executive Portfolio. Operational Forms French Executive Portfolio Appointment of Fund Adviser Form UPEQ PR \| 20844
French Executive Portfolio Withdrawal/Closure Form	This form can be used to request a withdrawal or closure of policy from the French Executive Portfolio.	Europe Expat	English (EN)	Non Product Specific	FOS	Surrender or Claim	This form can be used to request a withdrawal or closure of policy from the French Executive Portfolio. Operational Forms French Executive Portfolio Withdrawal/Closure Form UPEQ PR \| 20786
French Executive Portfolio – Clause bénéficiaire démembrée avec quasi-usufruit	Please use this form if your client would like to nominate a beneficiary using a clause bénéficiaire démembrée specific to French law	France (FR)	French (FR)	Non Product Specific	FOS	New Policy	Please use this form if your client would like to nominate a beneficiary using a clause bénéficiaire démembrée specific to French law Operational Forms French Executive Portfolio – Clause bénéficiaire démembrée avec quasi-usufruit UPEQ PR \| 20688
Data Capture Form	This form is for individual and joint investors and is used to gather the necessary information to input new business online for the European Executive Investment Bond and the European Collective Investment Bond on Wealth Interactive.	Europe Expat	English (EN)	European Executive Investment Bond – PRIIPs	FOS	New Policy	This form is for individual and joint investors and is used to gather the necessary information to input new business online for the European Executive Investment Bond and the European Collective Investment Bond on Wealth Interactive. Operational Forms Data Capture Form UPEQ PR \| 20132
Payment Instruction Form	This form is for use with Utmost PanEurope dac. Omega and Integra policies.	Europe Expat	English (EN)	Non Product Specific		Making a change to your policy	This form is for use with Utmost PanEurope dac. Omega and Integra policies. Operational Forms Payment Instruction Form UPEQ PR \| 19967
Data Capture Online Form for Spanish Collective Investment Bond with Utmost PanEurope dac	Data Capture Online Form for Individual, Joint and Corporate Investors and is used to gather the necessary information to input new business online for the Spanish Collective Investment Bond on Wealth Interactive. Please note this is not an application form.	Spain (ES)	English (EN)	Spanish Collective Investment Bond	FOS	New Policy	Data Capture Online Form for Individual, Joint and Corporate Investors and is used to gather the necessary information to input new business online for the Spanish Collective Investment Bond on Wealth Interactive. Please note this is not an application form. Operational Forms Data Capture Online Form for Spanish Collective Investment Bond with Utmost PanEurope dac UPEQ PR \| 19543
Beneficiary Nomination Request for non UK residents	This is a Beneficiary Nomination Request form for non UK resident Policyholders for Utmost PanEurope dac	Europe Expat	English (EN)	Non Product Specific	FOS	Making a change to your policy	This is a Beneficiary Nomination Request form for non UK resident Policyholders for Utmost PanEurope dac Operational Forms Beneficiary Nomination Request for non UK residents UPEQ PR \| 14896
Swedish Executive Portfolio Loan Appendix Form	Complete this form if you wish for the Loan Appendix contained in this document to be incorporated into your policy.	Sweden (SE)	English (EN)	Swedish Executive Portfolio – PRIIPs		Making a change to your policy	Complete this form if you wish for the Loan Appendix contained in this document to be incorporated into your policy. Operational Forms Swedish Executive Portfolio Loan Appendix Form UPEQ PR \| 14654
Överföra tillgångar till din Swedish Executive Portfolio (Transferring Assets to your Swedish Executive Portfolio)	Använd det här formuläret vid överföring av externa tillgångar till en Swedish Executive Portfolio. Se till att skaffa och läsa den tillämpliga kundbroschyren och försäkringsvillkoren för din Swedish Executive Portfolio innan det här formuläret fylls i. This form should be used when transferring external assets to a Swedish Executive Portfolio.	Sweden (SE)	English (EN), Swedish (SV)	Swedish Executive Portfolio – PRIIPs		New Policy	Använd det här formuläret vid överföring av externa tillgångar till en Swedish Executive Portfolio. Se till att skaffa och läsa den tillämpliga kundbroschyren och försäkringsvillkoren för din Swedish Executive Portfolio innan det här formuläret fylls i. This form should be used when transferring external assets to a Swedish Executive Portfolio. Operational Forms Överföra tillgångar till din Swedish Executive Portfolio (Transferring Assets to your Swedish Executive Portfolio) UPEQ PR \| 12390
Formulär för förordnande av förmånstagare för Swedish Executive Portfolio med en försäkringstagare (Nomination Form – to Nominate Beneficiaries Under the Swedish Executive Portfolio, with one Policyholder)	Fyll i det här formuläret om försäkringstagaren vill förordna att äganderätten till Swedish Executive Portfolio vid försäkringstagarens död ska övergå till de förmånstagare. (This form is to be used when the Policyholder wishes to nominate that the ownership of the Swedish Executive Portfolio is transferred upon death of the Policyholders to the beneficiaries nominated in this form. This form is to be used when there is only one policyholder.)	Sweden (SE)	English (EN), Swedish (SV)	Swedish Executive Portfolio – PRIIPs	FOS	New Policy	Fyll i det här formuläret om försäkringstagaren vill förordna att äganderätten till Swedish Executive Portfolio vid försäkringstagarens död ska övergå till de förmånstagare. (This form is to be used when the Policyholder wishes to nominate that the ownership of the Swedish Executive Portfolio is transferred upon death of the Policyholders to the beneficiaries nominated in this form. This form is to be used when there is only one policyholder.) Operational Forms Formulär för förordnande av förmånstagare för Swedish Executive Portfolio med en försäkringstagare (Nomination Form – to Nominate Beneficiaries Under the Swedish Executive Portfolio, with one Policyholder) UPEQ PR \| 12208
Formulär för förordnande av förmånstagare för Swedish Executive Portfolio med flera försäkringstagare (Nomination Form – to Nominate Beneficiaries Under the Swedish Executive Portfolio with multiple Policyholders)	Fyll i det här formuläret om försäkringstagarna vill förordna att äganderätten till Swedish Executive Portfolio vid en eller flera försäkringstagares död ska övergå till de kvarvarande försäkringstagarna, och vid den sista försäkringstagarens död till de förmånstagare. (This form is to be used when the Policyholder wishes to nominate that the ownership of the Swedish Executive Portfolio is transferred upon death of the Policyholders to the surviving policyholders and upon death of the last policyholder to the beneficiaries nominated in this form. This form is to be used when there are multiple policyholders.)	Sweden (SE)	English (EN), Swedish (SV)	Swedish Executive Portfolio – PRIIPs	FOS	New Policy	Fyll i det här formuläret om försäkringstagarna vill förordna att äganderätten till Swedish Executive Portfolio vid en eller flera försäkringstagares död ska övergå till de kvarvarande försäkringstagarna, och vid den sista försäkringstagarens död till de förmånstagare. (This form is to be used when the Policyholder wishes to nominate that the ownership of the Swedish Executive Portfolio is transferred upon death of the Policyholders to the surviving policyholders and upon death of the last policyholder to the beneficiaries nominated in this form. This form is to be used when there are multiple policyholders.) Operational Forms Formulär för förordnande av förmånstagare för Swedish Executive Portfolio med flera försäkringstagare (Nomination Form – to Nominate Beneficiaries Under the Swedish Executive Portfolio with multiple Policyholders) UPEQ PR \| 12207
Utse en investeringsrådgivare till din Swedish Executive Portfolio (Appointing a Fund Adviser)	Denna blankett ska inte användas om ytterligare livförsäkringsskydd ingår (eller ska ingå) eller om försäkringstagaren har eller i framtiden kan komma att ha sin hemvist i storbritannien. Blanketten kan inte användas för att ta bort en livförsäkrad, utan endast för att lägga till livförsäkrade. Please use this form to appoint a fund adviser to a Swedish Executive Portfolio. The form must be completed by the policyholder and the fund adviser.	Sweden (SE)	English (EN), Swedish (SV)	Swedish Executive Portfolio – PRIIPs	FOS	New Policy	Denna blankett ska inte användas om ytterligare livförsäkringsskydd ingår (eller ska ingå) eller om försäkringstagaren har eller i framtiden kan komma att ha sin hemvist i storbritannien. Blanketten kan inte användas för att ta bort en livförsäkrad, utan endast för att lägga till livförsäkrade. Please use this form to appoint a fund adviser to a Swedish Executive Portfolio. The form must be completed by the policyholder and the fund adviser. Operational Forms Utse en investeringsrådgivare till din Swedish Executive Portfolio (Appointing a Fund Adviser) UPEQ PR \| 11705
Application Form for European Executive Investment Bond (QROPS/QNUPS/SIPP) with Utmost PanEurope dac	Application Form for Trustee Investors wishing to invest in a EEIB or ECIB via a QROPS, QNUPS or SIPP. Please note that you will also need to fill out the Tax Declaration and Self Certification document.	Malta (MT)	English (EN)	European Executive Investment Bond – PRIIPs	FOS	New Policy	Application Form for Trustee Investors wishing to invest in a EEIB or ECIB via a QROPS, QNUPS or SIPP. Please note that you will also need to fill out the Tax Declaration and Self Certification document. Operational Forms Application Form for European Executive Investment Bond (QROPS/QNUPS/SIPP) with Utmost PanEurope dac UPEQ PR \| 09310
Begäran om byte av Förvaltare	Detta formulär kan användas för att begära att överföra vårdnad om tillgångar.This form can be used to request to transfer custodianship of assets.	Sweden (SE)	English (EN), Swedish (SV)	Non Product Specific, Swedish Executive Portfolio – PRIIPs	FOS	Making a change to your policy	Detta formulär kan användas för att begära att överföra vårdnad om tillgångar.This form can be used to request to transfer custodianship of assets. Operational Forms Begäran om byte av Förvaltare UPEQ PR \| 06987
Switch Form	This form enables you to switch your investments or change the funds in which your future regular investments are invested.	Europe Expat	English (EN)	Non Product Specific		Making a change to your policy	This form enables you to switch your investments or change the funds in which your future regular investments are invested. Operational Forms Switch Form UPEQ PR \| 03361
Assignment of Policies Form for Apex France with Utmost PanEurope dac	This form can be used to reassign your Apex France policy to someone else.	France (FR)	English (EN)	Apex (France)	FOS	New Policy	This form can be used to reassign your Apex France policy to someone else. Operational Forms Assignment of Policies Form for Apex France with Utmost PanEurope dac UPE_WS PR 00122
Proof of Life Form for Apex France and PWP with Utmost PanEurope dac	This form can be used to confirm that the Life Assured is alive at the date of signing.	France (FR)	English (EN)	Apex (France)	FOS	New Policy	This form can be used to confirm that the Life Assured is alive at the date of signing. Operational Forms Proof of Life Form for Apex France and PWP with Utmost PanEurope dac UPE_WS PR 00121
Change of Beneficiary Form for Apex France with Utmost PanEurope dac	This form can be used to change the beneficiary of your Apex France policy.	France (FR)	English (EN)	Apex (France)	FOS	Making a change to your policy	This form can be used to change the beneficiary of your Apex France policy. Operational Forms Change of Beneficiary Form for Apex France with Utmost PanEurope dac UPE_WS PR 00120
Nomination of Investment Adviser Form for Apex France with Utmost PanEurope dac	This form can be used to nominate an Investment Advisor for your Apex France policy.	France (FR)	English (EN)	Apex (France)	FOS	Making a change to your policy	This form can be used to nominate an Investment Advisor for your Apex France policy. Operational Forms Nomination of Investment Adviser Form for Apex France with Utmost PanEurope dac UPE_WS PR 00119
France Death Benefit Claim form	This form can be used to claim a death benefit for Apex France or PWP France policies	France (FR)	English (EN)	Apex (France), Private Wealth Portfolio (PWP) France	FOS	Surrender or Claim	This form can be used to claim a death benefit for Apex France or PWP France policies Operational Forms France Death Benefit Claim form UPE_WS PR 00114
Future Vakuutuksenottajan ja Vakuutetun välinen sopimus	Future vakuutuksenottajan ja vakuutetun välinen sopimus, jolla voidaan sopiva vakuutetun työntekijän oikeuksista vakuutukseen.	Finland (FI)	Finnish (FI)	Future	FOS	Making a change to your policy, New Policy	Future vakuutuksenottajan ja vakuutetun välinen sopimus, jolla voidaan sopiva vakuutetun työntekijän oikeuksista vakuutukseen. Operational Forms Future Vakuutuksenottajan ja Vakuutetun välinen sopimus UPE_WS PR 00096
PWP España Formulario de Condiciones Particulares del Seguro Extraviadas / Nunca Recibidas	Operational Forms PWP España Formulario de Condiciones Particulares del Seguro Extraviadas / Nunca Recibidas UPE_WS PR 00062	Spain (ES)	Spanish (ES)	Private Wealth Portfolio - Spain	FOS	New Policy	Operational Forms PWP España Formulario de Condiciones Particulares del Seguro Extraviadas / Nunca Recibidas UPE_WS PR 00062
PWP España Formulario de firma	Operational Forms PWP España Formulario de firma UPE_WS PR 00061	Spain (ES)	Spanish (ES)	Private Wealth Portfolio - Spain		New Policy	Operational Forms PWP España Formulario de firma UPE_WS PR 00061
PWP España Solicitud de Acceso Directo a Información	Operational Forms PWP España Solicitud de Acceso Directo a Información UPE_WS PR 00060	Spain (ES)	Spanish (ES)	Private Wealth Portfolio - Spain		New Policy	Operational Forms PWP España Solicitud de Acceso Directo a Información UPE_WS PR 00060
PWP España Formulario de cambio de nombre y domicilio	Operational Forms PWP España Formulario de cambio de nombre y domicilio UPE_WS PR 00058	Spain (ES)	Spanish (ES)	Private Wealth Portfolio - Spain		Making a change to your policy	Operational Forms PWP España Formulario de cambio de nombre y domicilio UPE_WS PR 00058
Apex Portugal Open Architecture Dealing Instruction Form	This form should be used for policies held on the Open Architecture basis only without a Discretionary Fund Manager or Platform arrangement.	Portugal (PT)	English (EN)	Apex (Portugal)	FOS	Making a change to your policy	This form should be used for policies held on the Open Architecture basis only without a Discretionary Fund Manager or Platform arrangement. Operational Forms Apex Portugal Open Architecture Dealing Instruction Form UPE_WS PR 00052
Apex Portugal Notification of intention to return to the UK	Before completing this form you should discuss your personal circumstances with your Insurance Intermediary to ensure that the Life Insurance Policy will continue to meet your needs on your return to the UK.	Portugal (PT)	English (EN)	Apex (Portugal)	FOS	Making a change to your policy	Before completing this form you should discuss your personal circumstances with your Insurance Intermediary to ensure that the Life Insurance Policy will continue to meet your needs on your return to the UK. Operational Forms Apex Portugal Notification of intention to return to the UK UPE_WS PR 00046
Apex Portugal – Right to change your mind	Guide detailing why you might change your mind about your Utmost PanEurope dac policy within your 30 day grace period and how to cancel it	Portugal (PT)	English (EN)	Apex (Portugal)	FOS	New Policy	Guide detailing why you might change your mind about your Utmost PanEurope dac policy within your 30 day grace period and how to cancel it Operational Forms Apex Portugal – Right to change your mind UPE_WS PR 00043
Apex Portugal – Nomination of Discretionary Fund Manager or Platform Agreement	This form can be used to nominate or replace an existing Discretionary Fund Manager (DFM) or Platform arrangement.	Portugal (PT)	English (EN)	Apex (Portugal)	FOS	Making a change to your policy	This form can be used to nominate or replace an existing Discretionary Fund Manager (DFM) or Platform arrangement. Operational Forms Apex Portugal – Nomination of Discretionary Fund Manager or Platform Agreement UPE_WS PR 00042
APEX Portugal Guide for Additional Single Premium	Guide to help you complete the additional single premium form for APEX Portugal.	Portugal (PT)	English (EN)	Apex (Portugal)	FOS	New Policy	Guide to help you complete the additional single premium form for APEX Portugal. Operational Forms APEX Portugal Guide for Additional Single Premium UPE_WS PR 00038
Apex Portugal – Insurance Intermediary Fund Authorisation form	This form should only be completed by the Policyholder where a Discretionary Fund Manager or Platform is not appointed and the Policyholder wish to authorise the Insurance Intermediary to execute external fund choices on their behalf.	Portugal (PT)	English (EN)	Apex (Portugal)	FOS	Making a change to your policy	This form should only be completed by the Policyholder where a Discretionary Fund Manager or Platform is not appointed and the Policyholder wish to authorise the Insurance Intermediary to execute external fund choices on their behalf. Operational Forms Apex Portugal – Insurance Intermediary Fund Authorisation form UPE_WS PR 00036
Apex Portugal – Assignment of Policies	For assigning policies to individuals only.	Portugal (PT)	English (EN)	Apex (Portugal)	FOS	Making a change to your policy	For assigning policies to individuals only. Operational Forms Apex Portugal – Assignment of Policies UPE_WS PR 00032
Apex Portugal – Appointment of insurance intermediary	This form can be used to appoint an Insurance Intermediary for Apex Portugal policies.	Portugal (PT)	English (EN)	Apex (Portugal)	FOS	Making a change to your policy	This form can be used to appoint an Insurance Intermediary for Apex Portugal policies. Operational Forms Apex Portugal – Appointment of insurance intermediary UPE_WS PR 00027
Apex Portugal Dealing Account Overdraft Clearance Instruction form	This form can be used to request an overdraft clearance for your Apex Portugal Dealing Account.	Portugal (PT)	English (EN)	Apex (Portugal)	FOS	Making a change to your policy	This form can be used to request an overdraft clearance for your Apex Portugal Dealing Account. Operational Forms Apex Portugal Dealing Account Overdraft Clearance Instruction form UPE_WS PR 00029
Apex Portugal – Change of Beneficiary Form	This form can be used to change the beneficiary of your Apex Portugal policy.	Portugal (PT)	English (EN)	Apex (Portugal)	FOS	Making a change to your policy	This form can be used to change the beneficiary of your Apex Portugal policy. Operational Forms Apex Portugal – Change of Beneficiary Form UPE_WS PR 00022
Apex Portugal – Guide for individual applicants	Guide to help you complete the Apex Portugal application form.	Portugal (PT)	English (EN)	Apex (Portugal)	FOS	New Policy	Guide to help you complete the Apex Portugal application form. Operational Forms Apex Portugal – Guide for individual applicants UPE_WS PR 00016
Apex Portugal – Death Benefit Claim form	This form can be used to claim a death benefit for Apex Portugal policies	Portugal (PT)	English (EN)	Apex (Portugal)	FOS	Surrender or Claim	This form can be used to claim a death benefit for Apex Portugal policies Operational Forms Apex Portugal – Death Benefit Claim form UPE_WS PR 00010
Apex Portugal – Withdrawal or surrender form	This form should be used to withdraw from or surrender your Apex Portugal policy.	Europe Expat	English (EN)	Apex (Portugal)	FOS	Surrender or Claim	This form should be used to withdraw from or surrender your Apex Portugal policy. Operational Forms Apex Portugal – Withdrawal or surrender form UPE_WS PR 00009
Fund Client Disclaimer Form	This notice must be read and signed by the planholder. The notice states that Utmost PanEurope accepts no liability for losses, damages and/or expenses (including, but not limited to, legal fees) in connection with the investment in the funds.	Finland (FI)	English (EN)	Professional Portfolio, UPE Unit-linked Products (Closed), Wealth Portfolio Finland	FOS	New Policy	This notice must be read and signed by the planholder. The notice states that Utmost PanEurope accepts no liability for losses, damages and/or expenses (including, but not limited to, legal fees) in connection with the investment in the funds. Operational Forms Fund Client Disclaimer Form UPE_WS \| 4602
Structured Products Client Disclaimer Form	This notice must be read and signed by the planholder. The notice states that Utmost PanEurope accepts no liability for any loss, damage and/or expense (including, but not limited to, legal fees) in connection with an investment in a structured product.	Finland (FI)	English (EN)	Professional Portfolio, UPE Unit-linked Products (Closed), Wealth Portfolio Finland	FOS	New Policy	This notice must be read and signed by the planholder. The notice states that Utmost PanEurope accepts no liability for any loss, damage and/or expense (including, but not limited to, legal fees) in connection with an investment in a structured product. Operational Forms Structured Products Client Disclaimer Form UPE_WS \| 4601
UPE Deed of Assignment	UPE Deed of Assignment		English (EN)	Non Product Specific	FOS	Making a change to your policy	UPE Deed of Assignment Operational Forms UPE Deed of Assignment UPE_WS \| 4466
Valtakirja	Valtakirja.	Finland (FI)	Finnish (FI)	Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed), Wealth Portfolio Finland	FOS	Making a change to your policy	Valtakirja. Operational Forms Valtakirja UPE_WS \| 4433
Modulo per la nomina dei Beneficiari Irrevocabili	Modulo per la designazione da parte dell’Investitore-Contraente di uno o più Beneficiari in via irrevocabile e per la contestuale accettazione dei beneficiari stessi.	Italy (IT)	Italian (IT)	Private Wealth Portfolio - Italy	FOS	New Policy	Modulo per la designazione da parte dell’Investitore-Contraente di uno o più Beneficiari in via irrevocabile e per la contestuale accettazione dei beneficiari stessi. Operational Forms Modulo per la nomina dei Beneficiari Irrevocabili UPE_WS \| 4393
PWP Italia Modulo di notifica della cessione della polizza	Modulo da compilarsi a cura dell’Investitore-Contraente per il trasferimento del titolo, della titolarità e di tutti i diritti derivanti dalla polizza in capo ad altra persona o ente.	Italy (IT)	Italian (IT)	Private Wealth Portfolio - Italy	FOS	Making a change to your policy	Modulo da compilarsi a cura dell’Investitore-Contraente per il trasferimento del titolo, della titolarità e di tutti i diritti derivanti dalla polizza in capo ad altra persona o ente. Operational Forms PWP Italia Modulo di notifica della cessione della polizza UPE_WS \| 4392
PWP Italia Modulo per l’Esemplare di Firma	Modulo per il facsimile di firma dell’Investitore-Contraente, al fine di consentire il controllo della firma e chiarire i motivi di eventuali diversità rispetto al modulo di proposta o al documento di identità.	Italy (IT)	Italian (IT)	Private Wealth Portfolio - Italy	FOS	Making a change to your policy, New Policy	Modulo per il facsimile di firma dell’Investitore-Contraente, al fine di consentire il controllo della firma e chiarire i motivi di eventuali diversità rispetto al modulo di proposta o al documento di identità. Operational Forms PWP Italia Modulo per l’Esemplare di Firma UPE_WS \| 4391
PWP Italia Modulo per la Communicazione del Recesso	Modulo da compilarsi a cura dell’Investitore-Contraente per esercitare il diritto di recesso entro 30 giorni dalla ricezione della Scheda di Polizza.	Italy (IT)	Italian (IT)	Private Wealth Portfolio - Italy	FOS	Surrender or Claim	Modulo da compilarsi a cura dell’Investitore-Contraente per esercitare il diritto di recesso entro 30 giorni dalla ricezione della Scheda di Polizza. Operational Forms PWP Italia Modulo per la Communicazione del Recesso UPE_WS \| 4387
PWP Italia Dichiarazione di mancata ricezione/Smarrimento della Scheda di Polizza	Modulo da compilarsi a cura dell’Investitore-Contraente per la dichiarazione di mancata ricezione e/o smarrimento della Scheda di Polizza.	Italy (IT)	Italian (IT)	Private Wealth Portfolio - Italy	FOS	Making a change to your policy	Modulo da compilarsi a cura dell’Investitore-Contraente per la dichiarazione di mancata ricezione e/o smarrimento della Scheda di Polizza. Operational Forms PWP Italia Dichiarazione di mancata ricezione/Smarrimento della Scheda di Polizza UPE_WS \| 4385
PWP Italia Modulo Variazione Nome, Indirizzo e Indirizzo Email	Modulo, da compilarsi a cura dell’Investitore-Contraente, per la modifica di nome, indirizzo o indirizzo email collegati alla polizza per PWP Italia.	Italy (IT)	Italian (IT)	Private Wealth Portfolio - Italy	FOS	Making a change to your policy	Modulo, da compilarsi a cura dell’Investitore-Contraente, per la modifica di nome, indirizzo o indirizzo email collegati alla polizza per PWP Italia. Operational Forms PWP Italia Modulo Variazione Nome, Indirizzo e Indirizzo Email UPE_WS \| 4382
PWP Italia Modulo per la richiesta del beneficio caso morte	Modulo da compilarsi a cura dei Beneficiari designati per la richiesta di liquidazione caso morte della prestazione assicurata.	Italy (IT)	Italian (IT)	Private Wealth Portfolio - Italy	FOS	Surrender or Claim	Modulo da compilarsi a cura dei Beneficiari designati per la richiesta di liquidazione caso morte della prestazione assicurata. Operational Forms PWP Italia Modulo per la richiesta del beneficio caso morte UPE_WS \| 4302
PWP Italia Modulo per il versamento del Premio Aggiuntivo	Modulo da compilarsi a cura dell’Investitore-Contraente per effettuare il versamento di Premi Aggiuntivi in polizza PWP Italia.	Italy (IT)	Italian (IT)	Private Wealth Portfolio - Italy	FOS	Making a change to your policy, New Policy	Modulo da compilarsi a cura dell’Investitore-Contraente per effettuare il versamento di Premi Aggiuntivi in polizza PWP Italia. Operational Forms PWP Italia Modulo per il versamento del Premio Aggiuntivo UPE_WS \| 4072
PWP Italia Modulo per la modifica della Strategia d’Investimento	Modulo con cui l’Investitore-Contraente autorizza Utmost PanEurope a modificare la strategia di investimento applicata alla Polizza per PWP Italia.	Italy (IT)	Italian (IT)	Private Wealth Portfolio - Italy	FOS	Making a change to your policy	Modulo con cui l’Investitore-Contraente autorizza Utmost PanEurope a modificare la strategia di investimento applicata alla Polizza per PWP Italia. Operational Forms PWP Italia Modulo per la modifica della Strategia d’Investimento UPE_WS \| 4073
PWP Italia Modulo per la Richiesta di Riscatto	Modulo da compilarsi a cura dell’Investitore-Contraente per le richieste di riscatto totale o parziale della polizza per PWP Italia.	Italy (IT)	Italian (IT)	Private Wealth Portfolio - Italy	FOS	Surrender or Claim	Modulo da compilarsi a cura dell’Investitore-Contraente per le richieste di riscatto totale o parziale della polizza per PWP Italia. Operational Forms PWP Italia Modulo per la Richiesta di Riscatto UPE_WS \| 4071
Target ja Future Vakuutusedustajan palvelupalkkio-lomake	Tällä lomakkeella voit pyytää vakuutusneuvojan palkkiota Target ja Future vakuutuksille.	Finland (FI)	Finnish (FI)	Future, Target	FOS	Making a change to your policy	Tällä lomakkeella voit pyytää vakuutusneuvojan palkkiota Target ja Future vakuutuksille. Operational Forms Target ja Future Vakuutusedustajan palvelupalkkio-lomake UPE_WS \| 05327
PWP UK – Death Benefit Claim Form	Private Wealth Portfolio UK – Death Benefit Claim Form	United Kingdom (UK)	English (EN)	Private Wealth Portfolio - UK	FOS	Surrender or Claim	Private Wealth Portfolio UK – Death Benefit Claim Form Operational Forms PWP UK – Death Benefit Claim Form UPE_WS \| 05213
Luovutusilmoituslomake	Tätä asiakirjaa voidaan käyttää vakuutuksen luovuttamiseen kolmannelle osapuolelle.	Finland (FI)	Finnish (FI)	Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed), Wealth Portfolio Finland		Making a change to your policy	Tätä asiakirjaa voidaan käyttää vakuutuksen luovuttamiseen kolmannelle osapuolelle. Operational Forms Luovutusilmoituslomake UPE_WS \| 05078
PWP Italia Modulo per la designazione del Beneficiario	PWP Italia – Modulo per la designazione da parte dell’Investitore-Contraente di uno o più Beneficiari della prestazione assicurata, ciascuno dei quali avrà poi diritto al pagamento della quota di capitale indicata in caso di decesso dell’Assicurato.	Italy (IT)	Italian (IT)	Private Wealth Portfolio - Italy	FOS	New Policy	PWP Italia – Modulo per la designazione da parte dell’Investitore-Contraente di uno o più Beneficiari della prestazione assicurata, ciascuno dei quali avrà poi diritto al pagamento della quota di capitale indicata in caso di decesso dell’Assicurato. Operational Forms PWP Italia Modulo per la designazione del Beneficiario UPE_WS \| 05068
Palvelupalkkio-lomake	Tällä lomakkeella voidaan pyytää palvelumaksun palkkion käyttöönottoa Wealth Portfolio Finland ja Professional Portfolio vakuutuksille.	Finland (FI)	English (EN), Finnish (FI)	Professional Portfolio, Wealth Portfolio Finland	FOS	Making a change to your policy	Tällä lomakkeella voidaan pyytää palvelumaksun palkkion käyttöönottoa Wealth Portfolio Finland ja Professional Portfolio vakuutuksille. Operational Forms Palvelupalkkio-lomake UPE_WS \| 05008
Maksulomake	Tällä lomakkeella voit ilmoittaa takaisinoston maksutiedot.	Finland (FI)	English (EN), Finnish (FI)	Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed), Wealth Portfolio Finland	FOS	Surrender or Claim	Tällä lomakkeella voit ilmoittaa takaisinoston maksutiedot. Operational Forms Maksulomake UPE_WS \| 05013
Formulário de notificação de rescisão de posição contratual	Este formulário deve ser preenchido por todos os tomadores de seguro se pretenderem ceder o contrato a outra pessoa ou entidade.	Portugal (PT)	Portuguese (PT)	Private Wealth Portfolio - Portugal		Making a change to your policy, New Policy	Este formulário deve ser preenchido por todos os tomadores de seguro se pretenderem ceder o contrato a outra pessoa ou entidade. Operational Forms Formulário de notificação de rescisão de posição contratual UPE_WS \| 04733
Execution Only Client Disclaimer form	Execution Only Client Disclaimer for UK market	United Kingdom (UK)	English (EN)	Private Wealth Portfolio - UK	FOS	New Policy	Execution Only Client Disclaimer for UK market Operational Forms Execution Only Client Disclaimer form UPE_WS \| 04698
Notice of Assignment Form	Notice of Assignment Form for Private Wealth Portfolio UK	United Kingdom (UK)	English (EN)	Private Wealth Portfolio - UK	FOS	Making a change to your policy	Notice of Assignment Form for Private Wealth Portfolio UK Operational Forms Notice of Assignment Form UPE_WS \| 04674
PWP España Formulario de Notificación de Prenda	Operational Forms PWP España Formulario de Notificación de Prenda UPE_WS \| 04585	Spain (ES)	Spanish (ES)	Private Wealth Portfolio - Spain		Making a change to your policy, New Policy	Operational Forms PWP España Formulario de Notificación de Prenda UPE_WS \| 04585
Loan Agreement form	Loan Agreement form for PWP UK	United Kingdom (UK)	English (EN)	Private Wealth Portfolio - UK	FOS	New Policy	Loan Agreement form for PWP UK Operational Forms Loan Agreement form UPE_WS \| 04496
PWP España Formulario de Prima Adicional	Operational Forms PWP España Formulario de Prima Adicional UPE_WS \| 04500	Spain (ES)	Spanish (ES)	Private Wealth Portfolio - Spain		Making a change to your policy	Operational Forms PWP España Formulario de Prima Adicional UPE_WS \| 04500
PWP España Formulario de Designación de Beneficiarios	Operational Forms PWP España Formulario de Designación de Beneficiarios UPE_WS \| 04482	Spain (ES)	Spanish (ES)	Private Wealth Portfolio - Spain		New Policy	Operational Forms PWP España Formulario de Designación de Beneficiarios UPE_WS \| 04482
PWP España Formulario de Solicitud de Rescate y de Rescate regular	Operational Forms PWP España Formulario de Solicitud de Rescate y de Rescate regular UPE_WS \| 04481	Spain (ES)	Spanish (ES)	Private Wealth Portfolio - Spain		New Policy	Operational Forms PWP España Formulario de Solicitud de Rescate y de Rescate regular UPE_WS \| 04481
Arvopaperisiirto	Tätä lomaketta käytetään arvopaperisiirtojen yhteydessä tarvittaessa.	Finland (FI)	English (EN), Finnish (FI)	Professional Portfolio, Wealth Portfolio Finland	FOS	Making a change to your policy, New Policy	Tätä lomaketta käytetään arvopaperisiirtojen yhteydessä tarvittaessa. Operational Forms Arvopaperisiirto UPE_WS \| 04434
Rekisteröityminen Service Centre verkkopalveluun vakuutusedustajana	Tällä lomakkeella vakuutusedustaja voi rekisteröityä verkkopalveluumme.	Finland (FI)	English (EN), Finnish (FI)	Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed), Wealth Portfolio Finland	FOS	Making a change to your policy	Tällä lomakkeella vakuutusedustaja voi rekisteröityä verkkopalveluumme. Operational Forms Rekisteröityminen Service Centre verkkopalveluun vakuutusedustajana UPE_WS \| 04431
Rekisteröityminen Service Centre verkkopalveluun	Tällä lomakkeella vakuutuksenottajat voivat rekisteröityä verkkopalveluumme.	Finland (FI)	English (EN), Finnish (FI)	Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed), Wealth Portfolio Finland	FOS	Making a change to your policy	Tällä lomakkeella vakuutuksenottajat voivat rekisteröityä verkkopalveluumme. Operational Forms Rekisteröityminen Service Centre verkkopalveluun UPE_WS \| 04432
Vision ja Advantage Vakuutusmaksuvapaa ja säännöllisten vakuutusmaksujen uudelleenaktivointi	Tätä lomaketta voidaan käyttää, jos vakuutuksenottaja haluaa ottaa vakuutusmaksuvapaan tai palauttaa säännöllisen vakuutusmaksunsa Vision tai Advantage vakuutuksille.	Finland (FI)	English (EN), Finnish (FI)	Advantage Corporate (Closed), Future, Target, Vision (Closed)	FOS	Making a change to your policy	Tätä lomaketta voidaan käyttää, jos vakuutuksenottaja haluaa ottaa vakuutusmaksuvapaan tai palauttaa säännöllisen vakuutusmaksunsa Vision tai Advantage vakuutuksille. Operational Forms Vision ja Advantage Vakuutusmaksuvapaa ja säännöllisten vakuutusmaksujen uudelleenaktivointi UPE_WS \| 04430
Ilmoitus vakuutuksen panttaamisesta	Lomake jolla vakuutus voidaan pantata.	Finland (FI)	English (EN), Finnish (FI)	Advantage Corporate (Closed), Professional Portfolio, Vision (Closed), Wealth Portfolio Finland	FOS	Making a change to your policy	Lomake jolla vakuutus voidaan pantata. Operational Forms Ilmoitus vakuutuksen panttaamisesta UPE_WS \| 04429
Sijoituspäätösvallan siirtolomake	Tällä lomakkeella voidaan antaa kolmannelle osapuolelle oikeus valita sijoituskohteita Vision, Advantage, Target ja Future vakuutuksille.	Finland (FI)	English (EN), Finnish (FI)	Advantage Corporate (Closed), Future, Target, Vision (Closed)	FOS	Making a change to your policy	Tällä lomakkeella voidaan antaa kolmannelle osapuolelle oikeus valita sijoituskohteita Vision, Advantage, Target ja Future vakuutuksille. Operational Forms Sijoituspäätösvallan siirtolomake UPE_WS \| 04428
Edunsaajamääräys	Lomake, jolla edunsaajia voidaan muuttaa/nimittää.	Finland (FI)	English (EN), Finnish (FI)	Advantage Corporate (Closed), Professional Portfolio, Vision (Closed), Wealth Portfolio Finland	FOS	Making a change to your policy	Lomake, jolla edunsaajia voidaan muuttaa/nimittää. Operational Forms Edunsaajamääräys UPE_WS \| 04411
Ilmoitus Verosääntöjen Noudattamisesta Yksityisasiakkaille (Tax Declaration and Self-Certification for Individuals) – Bilingual FI/EN	The Tax Declaration and Self-Certification form should be completed in order to 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 investors only.	Finland (FI)	English (EN), Finnish (FI)	Advantage Corporate (Closed), Professional Portfolio, Vision (Closed), Wealth Portfolio Finland	FOS	Making a change to your policy, New Policy	The Tax Declaration and Self-Certification form should be completed in order to 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 investors only. Operational Forms Ilmoitus Verosääntöjen Noudattamisesta Yksityisasiakkaille (Tax Declaration and Self-Certification for Individuals) – Bilingual FI/EN UPE_WS \| 04409
Ilmoitus kadonneesta/vastaanottamattomasta vakuutuskirjasta	Lomake, jota voidaan käyttää, jos vakuutuskirja on kadonnut, tuhoutunut tai sitä ei ole koskaan vastaanotettu.	Finland (FI)	English (EN), Finnish (FI)	Advantage Corporate (Closed), Professional Portfolio, Vision (Closed), Wealth Portfolio Finland	FOS	Surrender or Claim	Lomake, jota voidaan käyttää, jos vakuutuskirja on kadonnut, tuhoutunut tai sitä ei ole koskaan vastaanotettu. Operational Forms Ilmoitus kadonneesta/vastaanottamattomasta vakuutuskirjasta UPE_WS \| 04410
Osoitteenmuutos	Lomake osoitteenmuutoksesta ilmoittamiseksi.	Finland (FI)	English (EN), Finnish (FI)	Advantage Corporate (Closed), Professional Portfolio, Vision (Closed), Wealth Portfolio Finland	FOS	Making a change to your policy	Lomake osoitteenmuutoksesta ilmoittamiseksi. Operational Forms Osoitteenmuutos UPE_WS \| 04408
PWP Portugal Formulário de pedido de pagamento de benefício por morte	Operational Forms PWP Portugal Formulário de pedido de pagamento de benefício por morte UPE_WS \| 04380	Portugal (PT)	Portuguese (PT)	Private Wealth Portfolio - Portugal		Surrender or Claim	Operational Forms PWP Portugal Formulário de pedido de pagamento de benefício por morte UPE_WS \| 04380
PWP Portugal Formulario de Condiciones Particulares da Apólice Extraviadas/Nunca Recebido	Operational Forms PWP Portugal Formulario de Condiciones Particulares da Apólice Extraviadas/Nunca Recebido UPE_WS \| 04379	Portugal (PT)	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Portugal Formulario de Condiciones Particulares da Apólice Extraviadas/Nunca Recebido UPE_WS \| 04379
PWP Portugal Formulário de Alteração de Nome e Endereço	Operational Forms PWP Portugal Formulário de Alteração de Nome e Endereço UPE_WS \| 04377	Portugal (PT)	Portuguese (PT)	Private Wealth Portfolio - Portugal		Making a change to your policy	Operational Forms PWP Portugal Formulário de Alteração de Nome e Endereço UPE_WS \| 04377
PWP Portugal Formulário de Espécime de Assinatura	Operational Forms PWP Portugal Formulário de Espécime de Assinatura UPE_WS \| 04374	Portugal (PT)	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Portugal Formulário de Espécime de Assinatura UPE_WS \| 04374
PWP Portugal Formulário de Nomeação de Beneficiário	Operational Forms PWP Portugal Formulário de Nomeação de Beneficiário UPE_WS \| 04376	Portugal (PT)	Portuguese (PT)	Compass (Closed), Compass DFM (Closed), Private Wealth Portfolio - Portugal		Making a change to your policy, New Policy	Operational Forms PWP Portugal Formulário de Nomeação de Beneficiário UPE_WS \| 04376
Notice of Pledge Form – PWP Portugal Formulário de Notificação de Garantia	Operational Forms Notice of Pledge Form – PWP Portugal Formulário de Notificação de Garantia UPE_WS \| 04373	Portugal (PT)	Portuguese (PT)	Private Wealth Portfolio - Portugal		Making a change to your policy, New Policy	Operational Forms Notice of Pledge Form – PWP Portugal Formulário de Notificação de Garantia UPE_WS \| 04373
PWP Portugal Formulário de Notificação de Cancelamento	Operational Forms PWP Portugal Formulário de Notificação de Cancelamento UPE_WS \| 04355	Portugal (PT)	Portuguese (PT)	Private Wealth Portfolio - Portugal		Surrender or Claim	Operational Forms PWP Portugal Formulário de Notificação de Cancelamento UPE_WS \| 04355
Nimikirjoituksen Vahvistaminen Käsialanäyte	Lomake, jolla muuttunut nimikirjoitus voidaan vahvistaa.	Finland (FI)	English (EN), Finnish (FI)	Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed), Wealth Portfolio Finland	FOS	Making a change to your policy	Lomake, jolla muuttunut nimikirjoitus voidaan vahvistaa. Operational Forms Nimikirjoituksen Vahvistaminen Käsialanäyte UPE_WS \| 04324
Jatkuvan maksun muutos ja ylimääräiset kertamaksut	Lomake jatkuvien vakuutusmaksujen summan muuttamiseen ja/tai lisämaksujen tekemiseen.	Finland (FI)	English (EN), Finnish (FI)	Advantage Corporate (Closed), Professional Portfolio, Vision (Closed)	FOS	Making a change to your policy	Lomake jatkuvien vakuutusmaksujen summan muuttamiseen ja/tai lisämaksujen tekemiseen. Operational Forms Jatkuvan maksun muutos ja ylimääräiset kertamaksut UPE_WS \| 04289
Takaisinostopyyntö	Lomake takaisinostojen tekemiseen.	Finland (FI)	English (EN), Finnish (FI)	Advantage Corporate (Closed), Professional Portfolio, Vision (Closed), Wealth Portfolio Finland	FOS	Surrender or Claim	Lomake takaisinostojen tekemiseen. Operational Forms Takaisinostopyyntö UPE_WS \| 04290
Kaupankäyntiohjeet	Lomake kaupankäyntiohjeiden antamiseen Wealth Portfolio Finland ja Professional Portfolio vakuutuksille.	Finland (FI)	English (EN), Finnish (FI)	Professional Portfolio, Wealth Portfolio Finland	FOS	Making a change to your policy, New Policy	Lomake kaupankäyntiohjeiden antamiseen Wealth Portfolio Finland ja Professional Portfolio vakuutuksille. Operational Forms Kaupankäyntiohjeet UPE_WS \| 04288
Kuolemantapauskorvaushakemus	Kuolemantapauskorvaushakemus.	Finland (FI)	English (EN), Finnish (FI)	Advantage Corporate (Closed), Professional Portfolio, Vision (Closed)	FOS	Surrender or Claim	Kuolemantapauskorvaushakemus. Operational Forms Kuolemantapauskorvaushakemus UPE_WS \| 04287
Target ja Future Peruuttamisilmoitus	Peruuttamisilmoituksella vakuutuksenottajat voivat peruuttaa Target ja Future vakuutuksensa 30 päivän sisällä siitä, kun he ovat vastaanottaneet vakuutuskirjan.	Finland (FI)	English (EN), Finnish (FI)	Advantage Corporate (Closed), Future, Target, Vision (Closed), Vision Alexandria (Closed), Vision Alexandria Over 60s (Closed)	FOS	New Policy	Peruuttamisilmoituksella vakuutuksenottajat voivat peruuttaa Target ja Future vakuutuksensa 30 päivän sisällä siitä, kun he ovat vastaanottaneet vakuutuskirjan. Operational Forms Target ja Future Peruuttamisilmoitus UPE_WS \| 04252
Vision ja Advantage Finland Rahastojen vaihto tai vakuutusmaksun uudelleenohjaus	Lomake rahastojen vaihtoon tai uudelleenohjaukseen Vision ja Advantage vakuutuksille.	Finland (FI)	English (EN), Finnish (FI)	Vision (Closed)	FOS	Making a change to your policy	Lomake rahastojen vaihtoon tai uudelleenohjaukseen Vision ja Advantage vakuutuksille. Operational Forms Vision ja Advantage Finland Rahastojen vaihto tai vakuutusmaksun uudelleenohjaus UPE_WS \| 04285
PWP Notice of Cancellation Form	Operational Forms PWP Notice of Cancellation Form UPE_WS \| 04244	Spain (ES)	English (EN)	Private Wealth Portfolio - Spain, Private Wealth Portfolio - UK	FOS	Surrender or Claim	Operational Forms PWP Notice of Cancellation Form UPE_WS \| 04244
Portfolio Manager Undertaking form	Portfolio Manager Undertaking form for UK market	United Kingdom (UK)	English (EN)	Private Wealth Portfolio - UK		New Policy	Portfolio Manager Undertaking form for UK market Operational Forms Portfolio Manager Undertaking form UPE_WS \| 04007
PWP Portugal Formulário para pagamento de Prémio Adicional	Operational Forms PWP Portugal Formulário para pagamento de Prémio Adicional UPE_WS \| 04027	Portugal (PT)	Portuguese (PT)	Private Wealth Portfolio - Portugal	FOS	New Policy	Operational Forms PWP Portugal Formulário para pagamento de Prémio Adicional UPE_WS \| 04027
Vakuutus Kiinteistörahastojen Kaupankäyntitiheys (Declaration for Real Estate / Real Asset Funds Dealing Frequency)	Vakuutus Kiinteistörahastojen Kaupankäyntitiheys (Declaration for Real Estate / Real Asset Funds Dealing Frequency)	Finland (FI)	English (EN)	Wealth Portfolio Finland		New Policy	Vakuutus Kiinteistörahastojen Kaupankäyntitiheys (Declaration for Real Estate / Real Asset Funds Dealing Frequency) Operational Forms Vakuutus Kiinteistörahastojen Kaupankäyntitiheys (Declaration for Real Estate / Real Asset Funds Dealing Frequency) UPE PR 12894
ELÄKE-ETUUSMAKSULOMAKE (PENSION BENEFIT PAYMENT FORM)	ELÄKE-ETUUSMAKSULOMAKE (PENSION BENEFIT PAYMENT FORM) for Future /Advantage (Corporate)	Finland (FI)	English (EN), Finnish (FI)	Future		Making a change to your policy	ELÄKE-ETUUSMAKSULOMAKE (PENSION BENEFIT PAYMENT FORM) for Future /Advantage (Corporate) Operational Forms ELÄKE-ETUUSMAKSULOMAKE (PENSION BENEFIT PAYMENT FORM) UPE PR 12869
Ilmoitus Verosääntöjen Noudattamisesta Oikeushenkilöille (Tax Declaration and Self-Certification for Entity Investors) Bilingual FI/EN	The Tax Declaration and Self-Certification form should be completed in order to 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.	Finland (FI)	English (EN), Finnish (FI)	Non Product Specific	FOS	Making a change to your policy, New Policy	The Tax Declaration and Self-Certification form should be completed in order to 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 Ilmoitus Verosääntöjen Noudattamisesta Oikeushenkilöille (Tax Declaration and Self-Certification for Entity Investors) Bilingual FI/EN UPE PR 12865
Déclaration Fiscale et Auto certification pour les Investisseurs Personnes Morales	Il vous a été demandé de remplir ce formulaire afin que la compagnie concernée puisse déclarer correctement votre contrat dans le cadre des accords d’échange d’informations fiscales, y compris FATCA et CRS.Ce formulaire doit être signé par la personne appropriée comme indiqué ci-dessous :› Pour une entreprise – Une personne qui a le pouvoir de signer, par exemple un dirigeant ou un administrateur d’une entreprise.	France (FR)	French (FR)	Non Product Specific	FOS	Making a change to your policy, New Policy, Surrender or Claim	Il vous a été demandé de remplir ce formulaire afin que la compagnie concernée puisse déclarer correctement votre contrat dans le cadre des accords d’échange d’informations fiscales, y compris FATCA et CRS.Ce formulaire doit être signé par la personne appropriée comme indiqué ci-dessous :› Pour une entreprise – Une personne qui a le pouvoir de signer, par exemple un dirigeant ou un administrateur d’une entreprise. Operational Forms Déclaration Fiscale et Auto certification pour les Investisseurs Personnes Morales UPE PR 12861
Change of Discretionary Investment Strategy Form	This form is to be completed if you wish to change the discretionary investment strategies underlying your Utmost PanEurope dac Policy either in isolation or in association with an additional premium.	Chile (CL), Mexico (MX), United Kingdom (UK)	English (EN)	Private Wealth Portfolio - UK	FOS	Making a change to your policy, New Policy	This form is to be completed if you wish to change the discretionary investment strategies underlying your Utmost PanEurope dac Policy either in isolation or in association with an additional premium. Operational Forms Change of Discretionary Investment Strategy Form UPE PR 12850
Formulaire de Changement de Coordonnées Personnelles	Ce formulaire est destiné aux clients d’Utmost PanEurope dac qui souhaitent nous informer de toute modification de leurs données personnelles, telles que le nom, le spécimen de signature, l’adresse, l’adresse e-mail ou le numéro de téléphone.	France (FR)	English (EN)	Non Product Specific	FOS	Making a change to your policy	Ce formulaire est destiné aux clients d’Utmost PanEurope dac qui souhaitent nous informer de toute modification de leurs données personnelles, telles que le nom, le spécimen de signature, l’adresse, l’adresse e-mail ou le numéro de téléphone. Operational Forms Formulaire de Changement de Coordonnées Personnelles UPE PR 12836
Never Received or Lost Policy Schedule Declaration (EN)	Utmost Pan Europe dac Never Received or Lost Policy Schedule Declaration	Chile (CL), Finland (FI), France (FR), Italy (IT), Mexico (MX), Portugal (PT), Spain (ES), United Kingdom (UK)	English (EN)	Apex (France), Apex (Portugal), Non Product Specific, Private Wealth Portfolio - Italy, Private Wealth Portfolio - Portugal, Private Wealth Portfolio - Spain, Private Wealth Portfolio - UK, Private Wealth Portfolio (PWP) France, Selection, Target	FOS	Surrender or Claim	Utmost Pan Europe dac Never Received or Lost Policy Schedule Declaration Operational Forms Never Received or Lost Policy Schedule Declaration (EN) UPE PR 12847
UPE Notification of Pledge Form	This Utmost PanEurope dac form is for completion by all policyholders, if they wish to pledge their policy to a pledgee/pledge creditor as security.	Chile (CL), Europe Expat, Italy (IT), Mexico (MX), Portugal (PT), Spain (ES), United Kingdom (UK)	English (EN)	Advantage Corporate (Closed), Apex (France), Apex (Portugal), Compass (Closed), Non Product Specific, Private Wealth Portfolio - Italy, Private Wealth Portfolio - Portugal, Private Wealth Portfolio - Spain, Private Wealth Portfolio - UK, Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy, New Policy	This Utmost PanEurope dac form is for completion by all policyholders, if they wish to pledge their policy to a pledgee/pledge creditor as security. Operational Forms UPE Notification of Pledge Form UPE PR 12834
Private Wealth Portfolio France Formulaire De Demande De Versement Complementaire	Formulaire De Demande De Versement Complementaire	France (FR)	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy	Formulaire De Demande De Versement Complementaire Operational Forms Private Wealth Portfolio France Formulaire De Demande De Versement Complementaire UPE PR 12822
UPE Pay-By-Link Pound Sterling	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account in Pound Sterling, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, United Kingdom (UK)	English (EN)	Non Product Specific	FOS	Making a change to your policy	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account in Pound Sterling, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UPE Pay-By-Link Pound Sterling UPE PR 12774
UPE Pay-By-Link US Dollar	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account inUS Dollar, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, United Kingdom (UK)	English (EN)	Non Product Specific	FOS	Making a change to your policy	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account inUS Dollar, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UPE Pay-By-Link US Dollar UPE PR 12773
UPE Pay-By-Link Euro	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account inEuro, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, United Kingdom (UK)	English (EN)	Non Product Specific	FOS	Making a change to your policy	If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account inEuro, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UPE Pay-By-Link Euro UPE PR 12772
Client Information and Change of Details Form	This form is intended for Utmost PanEurope dac customers (with a Scottish Mutual International or Phoenix Life branded policy) who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number.		English (EN)	Non Product Specific	FOS	Making a change to your policy	This form is intended for Utmost PanEurope dac customers (with a Scottish Mutual International or Phoenix Life branded policy) who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number. Operational Forms Client Information and Change of Details Form UPE PR 12745
Mandat d’accès à l’information	Ce formulaire doit etre complété et signé par le Souscripteur lorsqu’il souhaite recevoir /donner acces aux informations des actifs sous-jacents de son Contrat .	France (FR)	French (FR)	Private Wealth Portfolio (PWP) France		New Policy	Ce formulaire doit etre complété et signé par le Souscripteur lorsqu’il souhaite recevoir /donner acces aux informations des actifs sous-jacents de son Contrat . Operational Forms Mandat d’accès à l’information UPE PR 12740
Formulaire d’arbitrage – Portefeuille en gestion conseillée	Formulaire d’arbitrage – Portefeuille en gestion conseillée Advisory Portfolio Dealing Instruction Form	France (FR)	English (EN), French (FR)	Private Wealth Portfolio (PWP) France		Making a change to your policy	Formulaire d’arbitrage – Portefeuille en gestion conseillée Advisory Portfolio Dealing Instruction Form Operational Forms Formulaire d’arbitrage – Portefeuille en gestion conseillée UPE PR 12738
PWP Italia Dichiarazione di libera sottoscrizione (non-solicitation) dell’Intermediario – Assicurativo	Dichiarazione dell’Intermediario assicurativo di prestazione delle attività di consulenza e assistenza finalizzate al collocamento del prodotto nei confini del territorio Italiano (nei casi di Proponente/Investitore-Contraente residente fuori Italia).	Italy (IT)	Italian (IT)	Private Wealth Portfolio - Italy	FOS	New Policy	Dichiarazione dell’Intermediario assicurativo di prestazione delle attività di consulenza e assistenza finalizzate al collocamento del prodotto nei confini del territorio Italiano (nei casi di Proponente/Investitore-Contraente residente fuori Italia). Operational Forms PWP Italia Dichiarazione di libera sottoscrizione (non-solicitation) dell’Intermediario – Assicurativo UPE PR 12708
PWP Italia Dichiarazione di libera sottoscrizione (non-solicitation) dell’Investitore – Contraente	Dichiarazione di libera sottoscrizione della polizza (non-solicitation) del Proponente/ Investitore-Contraente residente fuori Italia al momento della stipula.	Italy (IT)	Italian (IT)	Private Wealth Portfolio - Italy	FOS	New Policy	Dichiarazione di libera sottoscrizione della polizza (non-solicitation) del Proponente/ Investitore-Contraente residente fuori Italia al momento della stipula. Operational Forms PWP Italia Dichiarazione di libera sottoscrizione (non-solicitation) dell’Investitore – Contraente UPE PR 12707
Client Information and Change of Details Form	This form is intended for most Utmost PanEurope dac customers who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number.	Chile (CL), Finland (FI), France (FR), Italy (IT), Mexico (MX), Portugal (PT), Spain (ES), United Kingdom (UK)	English (EN)	Non Product Specific	FOS	Making a change to your policy	This form is intended for most Utmost PanEurope dac customers who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number. Operational Forms Client Information and Change of Details Form UPE PR 12682
PWP France – Nomination of Investment Adviser	PWP France – Nomination of Investment Adviser	France (FR)	English (EN)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy	PWP France – Nomination of Investment Adviser Operational Forms PWP France – Nomination of Investment Adviser UPE PR 12675
Wealth Portfolio Finland Lisäsijoituslomake	Lomake lisämaksun tekemiseen Wealth Portfolio Finland vakuuutukseen.	Finland (FI)	English (EN), Finnish (FI)	Wealth Portfolio Finland	FOS	Making a change to your policy	Lomake lisämaksun tekemiseen Wealth Portfolio Finland vakuuutukseen. Operational Forms Wealth Portfolio Finland Lisäsijoituslomake UPE PR 12659
Wealth Portfolio Finland Varainhoitajan tai valtuutetun säilytyspankin nimittäminen	Lomake täyden valtakirjan varainhoitajan tai valtuutetun säilytyspankin nimittämiseen Wealth Portfolio Finland vakuutukseen.	Finland (FI)	English (EN), Finnish (FI)	Wealth Portfolio Finland		Making a change to your policy, New Policy	Lomake täyden valtakirjan varainhoitajan tai valtuutetun säilytyspankin nimittämiseen Wealth Portfolio Finland vakuutukseen. Operational Forms Wealth Portfolio Finland Varainhoitajan tai valtuutetun säilytyspankin nimittäminen UPE PR 12507
PWP España Formulario de Notificación de Asignación de Póliza	Operational Forms PWP España Formulario de Notificación de Asignación de Póliza UPE PR 12483	Spain (ES)	Spanish (ES)	Private Wealth Portfolio - Spain		Making a change to your policy, New Policy	Operational Forms PWP España Formulario de Notificación de Asignación de Póliza UPE PR 12483
Clause bénéficiaire démembrée avec quasi-usufruit	Ce formulaire est fourni strictement en qualité de projet pour examen par les conseillers juridiques du Souscripteur et devra etre adapté aux contextes et objectifs du Souscripteur qui sollicite une telle clause.	France (FR)	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy	Ce formulaire est fourni strictement en qualité de projet pour examen par les conseillers juridiques du Souscripteur et devra etre adapté aux contextes et objectifs du Souscripteur qui sollicite une telle clause. Operational Forms Clause bénéficiaire démembrée avec quasi-usufruit UPE PR 12463
PWP España Declaración del tomador del seguro – Intención de trasladarse a España	Operational Forms PWP España Declaración del tomador del seguro – Intención de trasladarse a España UPE PR 12459	Spain (ES)	Spanish (ES)	Private Wealth Portfolio - Spain		Making a change to your policy, New Policy	Operational Forms PWP España Declaración del tomador del seguro – Intención de trasladarse a España UPE PR 12459
PWP Portugal Sales Consultant Declaration	Operational Forms PWP Portugal Sales Consultant Declaration UPE PR 12449	Portugal (PT)	English (EN)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Portugal Sales Consultant Declaration UPE PR 12449
PWP Portugal Declaração Para o Tomador Da Apólice	Operational Forms PWP Portugal Declaração Para o Tomador Da Apólice UPE PR 12448	Portugal (PT)	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Portugal Declaração Para o Tomador Da Apólice UPE PR 12448
PWP Portugal Declaração Para Intermédio	Operational Forms PWP Portugal Declaração Para Intermédio UPE PR 12446	Portugal (PT)	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Portugal Declaração Para Intermédio UPE PR 12446
PWP Portugal Declaração Para Intermédiario Com Escritorio Em Portugal	Operational Forms PWP Portugal Declaração Para Intermédiario Com Escritorio Em Portugal UPE PR 12447	Portugal (PT)	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Portugal Declaração Para Intermédiario Com Escritorio Em Portugal UPE PR 12447
PWP Portugal Declaração Para Intermediário	Operational Forms PWP Portugal Declaração Para Intermediário UPE PR 12445	Portugal (PT)	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Portugal Declaração Para Intermediário UPE PR 12445
PWP Sales Consultant Declaration	Operational Forms PWP Sales Consultant Declaration UPE PR 12444	Portugal (PT)	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Sales Consultant Declaration UPE PR 12444
Gestion discrétionnaire – Transfert de titres	Ce formulaire doit être complété et signé par l’assuré et le gestionnaire de fonds discrétionnaire lorsqu’une prime additionnelle doit être versée par transfert de titres (prime en nature).	France (FR)	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy, New Policy	Ce formulaire doit être complété et signé par l’assuré et le gestionnaire de fonds discrétionnaire lorsqu’une prime additionnelle doit être versée par transfert de titres (prime en nature). Operational Forms Gestion discrétionnaire – Transfert de titres UPE PR 12442
Target ja Future Maksuvapaapyyntö	Lomake vakuutusmaksukauden aikana pyydettävälle maksuvapaalle.	Finland (FI)	English (EN), Finnish (FI)	Future, Target		Making a change to your policy, Surrender or Claim	Lomake vakuutusmaksukauden aikana pyydettävälle maksuvapaalle. Operational Forms Target ja Future Maksuvapaapyyntö UPE PR 12434
Déclaration de perte de la documentation contractuelle et demande de duplicata	Ce formulaire devra etre complété et signé par tous les Souscripteurs en cas de perte de la documentation contractuelle recue et demande de duplicata.	France (FR)	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy, Surrender or Claim	Ce formulaire devra etre complété et signé par tous les Souscripteurs en cas de perte de la documentation contractuelle recue et demande de duplicata. Operational Forms Déclaration de perte de la documentation contractuelle et demande de duplicata UPE PR 12417
Demande de versement de capital décès	Ce formulaire devra etre complété et signé par le demandeur/ bénéficiaire afin qu’Utmost PanEurope dac (« Utmost PanEurope ») puisse verser le capital décés.	France (FR)	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Surrender or Claim	Ce formulaire devra etre complété et signé par le demandeur/ bénéficiaire afin qu’Utmost PanEurope dac (« Utmost PanEurope ») puisse verser le capital décés. Operational Forms Demande de versement de capital décès UPE PR 12418
Spécimen de signature	Ce formulaire est a completer et signer par le Souscripteur en cas de changement de nom ou sur demande de l’Assureur, ainsi que par l’exécuteur testamantaire.	France (FR)	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy	Ce formulaire est a completer et signer par le Souscripteur en cas de changement de nom ou sur demande de l’Assureur, ainsi que par l’exécuteur testamantaire. Operational Forms Spécimen de signature UPE PR 12416
Demande de changement de clause bénéficiaire	Ce formulaire est a completer et signer par le Souscripteur pour demande de changement de clause bénéficiaire.	France (FR)	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy	Ce formulaire est a completer et signer par le Souscripteur pour demande de changement de clause bénéficiaire. Operational Forms Demande de changement de clause bénéficiaire UPE PR 12415
Désignation d’un ‘Intermédiaire en Assurance	Ce formulaite est a remplir et signer par le Souscripteur et le nouvel Intermédiaire en Assurance qu’il souhaite désigner pour son Contrat.	France (FR)	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy, New Policy	Ce formulaite est a remplir et signer par le Souscripteur et le nouvel Intermédiaire en Assurance qu’il souhaite désigner pour son Contrat. Operational Forms Désignation d’un ‘Intermédiaire en Assurance UPE PR 12413
Private Wealth Portfolio France formulaire de rachat partiel ou total	Ce formulaire doit etre complété et signé par le Souscripteur lorsqu’il souhaite demander un rachat partiel our total de son contrat .	France (FR)	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Surrender or Claim	Ce formulaire doit etre complété et signé par le Souscripteur lorsqu’il souhaite demander un rachat partiel our total de son contrat . Operational Forms Private Wealth Portfolio France formulaire de rachat partiel ou total UPE PR 00233
Déclaration Fiscale et Auto-certification pour les Investisseurs Individuels	Il vous a été demandé de remplir ce formulaire afin que la compagnie concernée puisse déclarer correctement votre contrat dans le cadre des accords d’échange d’informations fiscales, y compris FATCA et CRS. Ce formulaire doit être complété par:• Le titulaire de la police (parfois appelé titulaire du régime ou titulaire du compte)• Les personnes autorisées à signer au nom de l’Assuré, par exemple leur mandataire ou leur adjoint désigné par le tribunal, lorsque nous détenons les documents appropriés qui peuvent justifier l’intervention d’une personne autorisée.	France (FR)	French (FR)	Non Product Specific	FOS	Making a change to your policy, New Policy, Surrender or Claim	Il vous a été demandé de remplir ce formulaire afin que la compagnie concernée puisse déclarer correctement votre contrat dans le cadre des accords d’échange d’informations fiscales, y compris FATCA et CRS. Ce formulaire doit être complété par:• Le titulaire de la police (parfois appelé titulaire du régime ou titulaire du compte)• Les personnes autorisées à signer au nom de l’Assuré, par exemple leur mandataire ou leur adjoint désigné par le tribunal, lorsque nous détenons les documents appropriés qui peuvent justifier l’intervention d’une personne autorisée. Operational Forms Déclaration Fiscale et Auto-certification pour les Investisseurs Individuels UPE PR 00232
Personne Politiquement Exposée	Document permettant d’identifier toute personne associée au contrat qui pourrait être considérée comme une personne politiquement exposée (PPE).	France (FR)	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy, New Policy, Surrender or Claim	Document permettant d’identifier toute personne associée au contrat qui pourrait être considérée comme une personne politiquement exposée (PPE). Operational Forms Personne Politiquement Exposée UPE PR 00230
Attestation D’Existence – PWP France	Attestation D’Existence	France (FR)	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy, Surrender or Claim	Attestation D’Existence Operational Forms Attestation D’Existence – PWP France UPE PR 00229
Formulaire de changement de nom et/ou d’adresse	Ce formulaire est a completer et signer par le Souscripteur en cas de changement de nom et/ou d’adresse postale.	France (FR)	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy	Ce formulaire est a completer et signer par le Souscripteur en cas de changement de nom et/ou d’adresse postale. Operational Forms Formulaire de changement de nom et/ou d’adresse UPE PR 00227
Apex France Nomination of Discretionary Fund Manager, Platform or Custodian	This form can be used to nominate a Discretionary Fund Manager, Platform or Custodian to assist you with your Apex France policy	France (FR)	English (EN)	Apex (France)	FOS	Making a change to your policy	This form can be used to nominate a Discretionary Fund Manager, Platform or Custodian to assist you with your Apex France policy Operational Forms Apex France Nomination of Discretionary Fund Manager, Platform or Custodian UPE PR 00204
Apex France Guide for Additional Single Premium	Please use this application form to add additional single premium to Apex France.	France (FR)	English (EN)	Apex (France)	FOS	Making a change to your policy	Please use this application form to add additional single premium to Apex France. Operational Forms Apex France Guide for Additional Single Premium UPE PR 00163
DÉSIGNATION D’UN CONSEILLER EN INVESTISSEMENT ET D’UN DÉPOSITAIRE	Ce formulaire permet au souscripteur de nommer ou changer un conseiller en investissement et/ou un dépositiaire pour son contrat d’assurance-vie.	France (FR)	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy, New Policy	Ce formulaire permet au souscripteur de nommer ou changer un conseiller en investissement et/ou un dépositiaire pour son contrat d’assurance-vie. Operational Forms DÉSIGNATION D’UN CONSEILLER EN INVESTISSEMENT ET D’UN DÉPOSITAIRE UPE PR 00159
APEX France – Portfolio Undertaking Form	This form must be completed where an Additional Single Premium is to be paid via the transfer of assets (Premium in kind) from an existing Discretionary Fund Manager (DFM) account.	France (FR)	English (EN)	Apex (France)	FOS	New Policy	This form must be completed where an Additional Single Premium is to be paid via the transfer of assets (Premium in kind) from an existing Discretionary Fund Manager (DFM) account. Operational Forms APEX France – Portfolio Undertaking Form UPE PR 00145
PWP Portugal Notice of Cancellation Form	Operational Forms PWP Portugal Notice of Cancellation Form UPE PR 00144	Portugal (PT)	English (EN)	Private Wealth Portfolio - Portugal		Surrender or Claim	Operational Forms PWP Portugal Notice of Cancellation Form UPE PR 00144
PWP Portugal Declaração Relativa de Saúde	Operational Forms PWP Portugal Declaração Relativa de Saúde UPE PR 00142	Portugal (PT)	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Portugal Declaração Relativa de Saúde UPE PR 00142
PWP España Declaración de Salud	Operational Forms PWP España Declaración de Salud UPE PR 00143	Spain (ES)	Spanish (ES)	Private Wealth Portfolio - Spain		New Policy	Operational Forms PWP España Declaración de Salud UPE PR 00143
Apex France – Dealing account overdraft clearance instruction form	This form can be used to request an overdraft clearance for your Apex France Dealing Account.	France (FR)	English (EN)	Apex (France)	FOS	Making a change to your policy	This form can be used to request an overdraft clearance for your Apex France Dealing Account. Operational Forms Apex France – Dealing account overdraft clearance instruction form UPE PR 00141
Apex France – Dealing instruction	This form should be used to buy and/or sell External Assets linked to your Policy. It cannot be used to buy or sell assets held by a Discretionary Fund Manager or those held on a Platform.	France (FR)	English (EN)	Apex (France)	FOS	Making a change to your policy	This form should be used to buy and/or sell External Assets linked to your Policy. It cannot be used to buy or sell assets held by a Discretionary Fund Manager or those held on a Platform. Operational Forms Apex France – Dealing instruction UPE PR 00130
Guide to Completing the Delegation Additional Single Premium Application for Trustee and Corporate Trustees	This guide has been designed to assist you with completing the additional single premium application form.	United Kingdom (UK)	English (EN)	Delegation	FOS	Making a change to your policy, New Policy	This guide has been designed to assist you with completing the additional single premium application form. Operational Forms Guide to Completing the Delegation Additional Single Premium Application for Trustee and Corporate Trustees UPE PR 00129
Applicant Health Declaration (English) (PWP UK)	Applicant Health Declaration (English) (PWP UK)	United Kingdom (UK)	English (EN)	Private Wealth Portfolio - UK	FOS	New Policy	Applicant Health Declaration (English) (PWP UK) Operational Forms Applicant Health Declaration (English) (PWP UK) UPE PR 00127
Delegation Guide to Trustee Application Form	Delegation Guide to Trustee Application Form	United Kingdom (UK)	English (EN)	Delegation	FOS	New Policy	Delegation Guide to Trustee Application Form Operational Forms Delegation Guide to Trustee Application Form UPE PR 00122
Dichiarazione di Buono Stato di Salute	Dichiarazione dell’Assicurato, quale Proponente e futuro Contraente della polizza, di godere di buona salute psico-fisica e di non essere affetto da alcuna malattia terminale o implicante pericolo di vita.	Italy (IT)	Italian (IT)	Private Wealth Portfolio - Italy	FOS	New Policy	Dichiarazione dell’Assicurato, quale Proponente e futuro Contraente della polizza, di godere di buona salute psico-fisica e di non essere affetto da alcuna malattia terminale o implicante pericolo di vita. Operational Forms Dichiarazione di Buono Stato di Salute UPE PR 00117
Delegation DGT Discretionary Trust Deed	This Trust Deed is to be used to convert an existing Delegation bond into a Discounted Gift Trust.	United Kingdom (UK)	English (EN)	Delegation	FOS	Making a change to your policy	This Trust Deed is to be used to convert an existing Delegation bond into a Discounted Gift Trust. Operational Forms Delegation DGT Discretionary Trust Deed UPE PR 00092
Delegation DGT Absolute Trust Deed	This Trust Deed is to be used to convert an existing Delegation bond into a Discounted Gift Trust.	United Kingdom (UK)	English (EN)	Delegation	FOS	Making a change to your policy	This Trust Deed is to be used to convert an existing Delegation bond into a Discounted Gift Trust. Operational Forms Delegation DGT Absolute Trust Deed UPE PR 00091
PWP Portugal Formulário para solicitação de partilha de informação	PWP Portugal Direct Sharing of Information Request Form.	Portugal (PT)	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	PWP Portugal Direct Sharing of Information Request Form. Operational Forms PWP Portugal Formulário para solicitação de partilha de informação UPE PR 00037
Guide to further requirements for Corporates Policies	This document details some extra supporting documents we may require for Corporates Policies.For products formerly branded Phoenix Life guide to further requirements for Corporates Policies.		English (EN)	Non Product Specific		New Policy	This document details some extra supporting documents we may require for Corporates Policies.For products formerly branded Phoenix Life guide to further requirements for Corporates Policies. Operational Forms Guide to further requirements for Corporates Policies UIC PR 00195
Unit Linked Encashment Form	This form can be used to request unit linked encashment. It can be used with a small number of older products.		English (EN)	UPE Unit-linked Products (Closed)	FOS	Surrender or Claim	This form can be used to request unit linked encashment. It can be used with a small number of older products. Operational Forms Unit Linked Encashment Form UIC PR 00190
Protecting Your Identity	This leaflet provides advice on protecting yourself against identity theft and fraud and what to do if you become a victim of these crimes.For products formerly Scottish Mutual International.		English (EN)	Non Product Specific		New Policy	This leaflet provides advice on protecting yourself against identity theft and fraud and what to do if you become a victim of these crimes.For products formerly Scottish Mutual International. Operational Forms Protecting Your Identity UIC PR 00191
Switch Instruction form	This Switch Instruction Form outlines the bond switch details along with the bond owners, both personal and corporate investors.For products formerly Scottish Mutual International.		English (EN)	Non Product Specific		Making a change to your policy	This Switch Instruction Form outlines the bond switch details along with the bond owners, both personal and corporate investors.For products formerly Scottish Mutual International. Operational Forms Switch Instruction form UIC PR 00189
Retirement Request Form – Personal Pension Plans	This retirement request form includes a list of options available on retirement and discharge for non-pension payments.This form is used with a small number of older products.		English (EN)	Non Product Specific		Making a change to your policy	This retirement request form includes a list of options available on retirement and discharge for non-pension payments.This form is used with a small number of older products. Operational Forms Retirement Request Form – Personal Pension Plans UIC PR 00188
Retirement Benefits Plan – Retirement Advice Form	This form is intended to allow the Trustees to indicate the required benefits for the retiring employee, provide details and authorise the payment of benefits.This form is used with a small number of older products.		English (EN)	Non Product Specific		Surrender or Claim	This form is intended to allow the Trustees to indicate the required benefits for the retiring employee, provide details and authorise the payment of benefits.This form is used with a small number of older products. Operational Forms Retirement Benefits Plan – Retirement Advice Form UIC PR 00186
Retirement Benefits Plan – Withdrawal Form	This is a list of several options in relation to the accrued pension benefits.This form is used with a small number of older products.		English (EN)	Non Product Specific		Surrender or Claim	This is a list of several options in relation to the accrued pension benefits.This form is used with a small number of older products. Operational Forms Retirement Benefits Plan – Withdrawal Form UIC PR 00187
Executive Pension Request to Transfer to an Approved Retirement Fund	Request to transfer the fund or part of the fund accrued under the scheme or scheme(s) in respect of the Member’s retirement benefits to an approved retirement fund.	Europe Expat, United Kingdom (UK)	English (EN)	Non Product Specific	FOS	Making a change to your policy	Request to transfer the fund or part of the fund accrued under the scheme or scheme(s) in respect of the Member’s retirement benefits to an approved retirement fund. Operational Forms Executive Pension Request to Transfer to an Approved Retirement Fund UIC PR 00185
Permanent Health Insurance Claim Form	Permanent health insurance claim form to request the health details of the life assured and consent to Utmost PanEurope dac seeking and processing information in order to be able to process this claim.	Europe Expat, United Kingdom (UK)	English (EN)	Non Product Specific	FOS	Surrender or Claim	Permanent health insurance claim form to request the health details of the life assured and consent to Utmost PanEurope dac seeking and processing information in order to be able to process this claim. Operational Forms Permanent Health Insurance Claim Form UIC PR 00184
Overseas Transfer Declaration	Declaration form to confirm that the transfer request conforms to the requirements of the Occupational Pension Schemes and Personal Retirement Savings Accounts and is for bona fide purpose.	Europe Expat, United Kingdom (UK)	English (EN)	Non Product Specific	FOS	Making a change to your policy	Declaration form to confirm that the transfer request conforms to the requirements of the Occupational Pension Schemes and Personal Retirement Savings Accounts and is for bona fide purpose. Operational Forms Overseas Transfer Declaration UIC PR 00183
Lapse Value Claim Form	Lapse Value Claim Form to claim the cash in value of the policy at the date of lapse together with late payment interest in full and final settlement of the policy.	Europe Expat, United Kingdom (UK)	English (EN)	Non Product Specific	FOS	Surrender or Claim	Lapse Value Claim Form to claim the cash in value of the policy at the date of lapse together with late payment interest in full and final settlement of the policy. Operational Forms Lapse Value Claim Form UIC PR 00180
Full Encashment Request Form	This form is used to request full encashment. Please note the encashment value will be based on the date of receipt of all requirements and payable to the individual who according to Utmost PanEurope dac’s records is entitled to receive it.	Europe Expat, United Kingdom (UK)	English (EN)	Non Product Specific	FOS	Surrender or Claim	This form is used to request full encashment. Please note the encashment value will be based on the date of receipt of all requirements and payable to the individual who according to Utmost PanEurope dac’s records is entitled to receive it. Operational Forms Full Encashment Request Form UIC PR 00179
Declaration of Health	This Medical Questionnaire needs to be completed to consent to Utmost PanEurope dac seeking and processing medical information at any time as this application will form the basis of the contract with Utmost PanEurope dac.	Europe Expat, United Kingdom (UK)	English (EN)	Non Product Specific	FOS	New Policy	This Medical Questionnaire needs to be completed to consent to Utmost PanEurope dac seeking and processing medical information at any time as this application will form the basis of the contract with Utmost PanEurope dac. Operational Forms Declaration of Health UIC PR 00178
Declaration of Continued Good Health	Declaration form to provide details regarding your health situation or any medical conditions while consenting to Utmost PanEurope dac seeking and processing medical information at any time in order to process your claims.	Europe Expat, United Kingdom (UK)	English (EN)	Non Product Specific	FOS	New Policy	Declaration form to provide details regarding your health situation or any medical conditions while consenting to Utmost PanEurope dac seeking and processing medical information at any time in order to process your claims. Operational Forms Declaration of Continued Good Health UIC PR 00176
Benefit Crystallisation Events Declaration	This Declaration should be completed and given to the administrator of the pension arrangement prior to the payment of any benefits from that arrangement.	Europe Expat, United Kingdom (UK)	English (EN)	Non Product Specific	FOS	New Policy	This Declaration should be completed and given to the administrator of the pension arrangement prior to the payment of any benefits from that arrangement. Operational Forms Benefit Crystallisation Events Declaration UIC PR 00173
Benefit Crystallisation Events Declaration	This Declaration should be completed and given to the administrator of the pension arrangement prior to the payment of any benefits from that arrangement.	Europe Expat, United Kingdom (UK)	English (EN)	Non Product Specific	FOS	New Policy	This Declaration should be completed and given to the administrator of the pension arrangement prior to the payment of any benefits from that arrangement. Operational Forms Benefit Crystallisation Events Declaration UIC PR 00172
Switch Instruction Form	This Switch Instruction Form can be used to capture the bond switch details along with the bond owners for both personal and corporate investors.	Europe Expat, United Kingdom (UK)	English (EN)	Non Product Specific	FOS	Making a change to your policy	This Switch Instruction Form can be used to capture the bond switch details along with the bond owners for both personal and corporate investors. Operational Forms Switch Instruction Form UIC PR 00170
Surrender Request Form	Surrender Request Form outlining the bond surrender details along with the bond owners, both personal and corporate investors. Also, any other surrender instructions, such as payment details.For products formerly Scottish Mutual International.		English (EN)	Non Product Specific	FOS	Surrender or Claim	Surrender Request Form outlining the bond surrender details along with the bond owners, both personal and corporate investors. Also, any other surrender instructions, such as payment details.For products formerly Scottish Mutual International. Operational Forms Surrender Request Form UIC PR 00169
Rückkaufsantrag	This surrender Request Form outlines the bond surrender details along with the bond owners, both personal and corporate investors. Also, any other surrender instructions, such as payment details. Fund Adviser Form used to request the appointment of a Fund Adviser to the contract. For products formerly Scottish Mutual International.		German (DE)	Non Product Specific	FOS	Surrender or Claim	This surrender Request Form outlines the bond surrender details along with the bond owners, both personal and corporate investors. Also, any other surrender instructions, such as payment details. Fund Adviser Form used to request the appointment of a Fund Adviser to the contract. For products formerly Scottish Mutual International. Operational Forms Rückkaufsantrag UIC PR 00168
Antragsformular für Regelmäßige Entnahmen	The Regular Withdrawal Request Form outlines the bond withdrawal details along with the bond owners, both personal and corporate investors.	Europe Expat	German (DE)	Non Product Specific	FOS	Surrender or Claim	The Regular Withdrawal Request Form outlines the bond withdrawal details along with the bond owners, both personal and corporate investors. Operational Forms Antragsformular für Regelmäßige Entnahmen UIC PR 00165
Erklärung Wohnsitzdefinition	This declaration must be signed by policyholders who are neither resident nor ordinarily resident in Ireland or by personal representatives signing on behalf of deceased persons.	Germany (DE)	German (DE)	Non Product Specific	FOS	Making a change to your policy, New Policy	This declaration must be signed by policyholders who are neither resident nor ordinarily resident in Ireland or by personal representatives signing on behalf of deceased persons. Operational Forms Erklärung Wohnsitzdefinition UIC PR 00163
Regular Withdrawal Request Form	The Regular Withdrawal Request Form outlines the bond withdrawal details along with the bond owners, both personal and corporate investors.For products formerly Scottish Mutual International.		English (EN)	Non Product Specific	FOS	Surrender or Claim	The Regular Withdrawal Request Form outlines the bond withdrawal details along with the bond owners, both personal and corporate investors.For products formerly Scottish Mutual International. Operational Forms Regular Withdrawal Request Form UIC PR 00164
Declaration of Loss of Plan Schedule	For Products formerly Scottish Mutual International this form is used to declare the loss of Plan Schedule and any owners of the bond, both personal and corporate investors.	Germany (DE)	English (EN)	Non Product Specific	FOS	Making a change to your policy, Surrender or Claim	For Products formerly Scottish Mutual International this form is used to declare the loss of Plan Schedule and any owners of the bond, both personal and corporate investors. Operational Forms Declaration of Loss of Plan Schedule UIC PR 00158
Meldung Über den Verlust der Versicherungsurkunde	This form is used to declare the loss of Plan Schedule and any owners of the bond, both personal and corporate investors.	Germany (DE)	German (DE)	Non Product Specific	FOS	Making a change to your policy, Surrender or Claim	This form is used to declare the loss of Plan Schedule and any owners of the bond, both personal and corporate investors. Operational Forms Meldung Über den Verlust der Versicherungsurkunde UIC PR 00157
Dealing Instructions Form	This form is used for dealing instructions carried out wherever possible, at the next available price immediately following receipt by Utmost PanEurope dac of these duly completed instructions.		English (EN)	Non Product Specific		Making a change to your policy	This form is used for dealing instructions carried out wherever possible, at the next available price immediately following receipt by Utmost PanEurope dac of these duly completed instructions. Operational Forms Dealing Instructions Form UIC PR 00156
Appointment of Fund Adviser Form	For Products formerly Scottish Mutual International Fund Adviser Form used to request the appointment of a Fund Adviser to the contract.		English (EN)	Non Product Specific		New Policy	For Products formerly Scottish Mutual International Fund Adviser Form used to request the appointment of a Fund Adviser to the contract. Operational Forms Appointment of Fund Adviser Form UIC PR 00155
Execution Only Form for Additional Single Premium Applicants	You must read and sign this declaration should you wish to apply an additional premium investment to your existing bond without seeking financial advice.	United Kingdom (UK)	English (EN)	Delegation, Selection		New Policy	You must read and sign this declaration should you wish to apply an additional premium investment to your existing bond without seeking financial advice. Operational Forms Execution Only Form for Additional Single Premium Applicants UI PR 00152
Discounted Gift Trust for Conversion of an Existing Selection Bond – Absolute Trust	This trust deed is designed to be used only with pre-existing Selection bonds (written on a capital redemption basis and issued at least 12 months ago) now being converted to a discounted gift trust arrangement.	United Kingdom (UK)	English (EN)	Selection	FOS	Making a change to your policy	This trust deed is designed to be used only with pre-existing Selection bonds (written on a capital redemption basis and issued at least 12 months ago) now being converted to a discounted gift trust arrangement. Operational Forms Discounted Gift Trust for Conversion of an Existing Selection Bond – Absolute Trust UI PR 00117
Online Dealing Access Authorisation Form for Investment Advisers	Online Dealing Access Authorisation Form for Investment Advisers for Utmost PanEurope dac.	United Kingdom (UK)	English (EN)	Non Product Specific	FOS	New Policy	Online Dealing Access Authorisation Form for Investment Advisers for Utmost PanEurope dac. Operational Forms Online Dealing Access Authorisation Form for Investment Advisers ALE PR 0067
Utmost PanEurope Online Dealing Access Authorisation Form	Online Dealing Access Authorisation Form for Policyholders for Utmost PanEurope dac.This is not suitable for Corporate or Trust cases.	United Kingdom (UK)	English (EN)	Non Product Specific	FOS	New Policy	Online Dealing Access Authorisation Form for Policyholders for Utmost PanEurope dac.This is not suitable for Corporate or Trust cases. Operational Forms Utmost PanEurope Online Dealing Access Authorisation Form ALE PR 0066
Guide for Selection Individual Applicants	Guide for Selection Individual Applicants.	United Kingdom (UK)	English (EN)	Selection	FOS	New Policy	Guide for Selection Individual Applicants. Operational Forms Guide for Selection Individual Applicants ALE PR 0043
Utmost PanEurope Terms of Business Statement and Application Form for Intermediaries	These Terms of Business regulate the relationship between Utmost PanEurope dac and the intermediary whose details are set out on the signatory page of these Terms of Business which are for the UK market.	United Kingdom (UK)	English (EN)	Delegation, Generation Planning Bond, Private Wealth Portfolio - UK, Selection	FOS	Making a change to your policy, New Policy	These Terms of Business regulate the relationship between Utmost PanEurope dac and the intermediary whose details are set out on the signatory page of these Terms of Business which are for the UK market. Operational Forms Utmost PanEurope Terms of Business Statement and Application Form for Intermediaries ALE PR 0026
Investor Declaration Form for Delegation and Selection	Investor declaration form for Utmost PanEurope dac’s Delegation and Selection.	United Kingdom (UK)	English (EN)	Delegation, Selection	FOS	New Policy	Investor declaration form for Utmost PanEurope dac’s Delegation and Selection. Operational Forms Investor Declaration Form for Delegation and Selection ALE PR 0024
Adviser Charges Pack Agreement for Individuals, Trustees and Corporate Policyholders Form for Delegation and Selection	Adviser charges pack agreement form for individuals, trustees and corporate policyholders for Utmost PanEurope dac’s Delegation and Selection.	United Kingdom (UK)	English (EN)	Delegation, Selection	FOS	New Policy	Adviser charges pack agreement form for individuals, trustees and corporate policyholders for Utmost PanEurope dac’s Delegation and Selection. Operational Forms Adviser Charges Pack Agreement for Individuals, Trustees and Corporate Policyholders Form for Delegation and Selection ALE PR 0023
Switch of Investment Objective and/or Risk Profile Form for Delegation only	Switch of investment objective and/or risk profile form for Utmost PanEurope dac’s Delegation product only.	United Kingdom (UK)	English (EN)	Delegation	FOS	Making a change to your policy	Switch of investment objective and/or risk profile form for Utmost PanEurope dac’s Delegation product only. Operational Forms Switch of Investment Objective and/or Risk Profile Form for Delegation only ALE PR 0022
Nomination of External Manager and or Custodian Form for Delegation	Nomination of external manager and or custodian form for Utmost PanEurope dac’s Delegation product.	United Kingdom (UK)	English (EN)	Delegation	FOS	Making a change to your policy	Nomination of external manager and or custodian form for Utmost PanEurope dac’s Delegation product. Operational Forms Nomination of External Manager and or Custodian Form for Delegation ALE PR 0021
Appointment of Financial Adviser Form	Please use this for to appoint a financial adviser for Utmost PanEurope dac’s Selection product.	United Kingdom (UK)	English (EN)	Selection	FOS	Making a change to your policy	Please use this for to appoint a financial adviser for Utmost PanEurope dac’s Selection product. Operational Forms Appointment of Financial Adviser Form ALE PR 0019
Nomination of Investment Adviser Form for Generation Planning Bond and Selection	Selection nomination of external manager and/or custodian form for use with Utmost PanEurope dac’s Selection bonds only.	United Kingdom (UK)	English (EN)	Generation Planning Bond, Selection	FOS	Making a change to your policy	Selection nomination of external manager and/or custodian form for use with Utmost PanEurope dac’s Selection bonds only. Operational Forms Nomination of Investment Adviser Form for Generation Planning Bond and Selection ALE PR 0016
Nomination of External Manager and/or Custodian Form for Selection	Selection nomination of external manager and/or custodian form for use with Utmost PanEurope dac’s Selection bonds only.	United Kingdom (UK)	English (EN)	Selection	FOS	Making a change to your policy, New Policy	Selection nomination of external manager and/or custodian form for use with Utmost PanEurope dac’s Selection bonds only. Operational Forms Nomination of External Manager and/or Custodian Form for Selection ALE PR 0015

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