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Title	Description	Insurer	Market	Asset Type	Product	Process	Excerpt
Nøkkelinformasjonsdokument	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Norway (NO)	Utmost Luxembourg S.A	Key Information Document	Private Client Portfolio		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Nøkkelinformasjonsdokument ULU_KID_LU_NO_NOK_PCP_NO PR
Nøkkelinformasjonsdokument	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Norway (NO)	Utmost Luxembourg S.A	Key Information Document	Private Client Portfolio		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Nøkkelinformasjonsdokument ULU_KID_LU_NO_EUR_PCP_NO PR
BOSTEDSADRESSE OG KOMMUNIKASJONSMIDDEL / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION	Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures	Norway (NO)	Utmost Luxembourg S.A	Operational Forms	Non Product Specific		Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures Operational Forms BOSTEDSADRESSE OG KOMMUNIKASJONSMIDDEL / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION ULU PCON1526
Surrender Request	Use this form to request the surrender of your policy/contract – Norway	Norway (NO)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	Non Product Specific		Use this form to request the surrender of your policy/contract – Norway Surrender/Claim/Withdrawal/Switch Surrender Request ULU PCON1360
Automatisert Utveksling av Informasjon Egenerklæringsskjema / Automatic Exchange of Information Self-Certification	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.	Norway (NO)	Utmost Luxembourg S.A	Operational Forms	Non Product Specific		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders. Operational Forms Automatisert Utveksling av Informasjon Egenerklæringsskjema / Automatic Exchange of Information Self-Certification ULU CONT4692
Automatisert Utveksling av Informasjon – Egenerklæringsskjema for kontrollende personer	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Norway (NO)	Utmost Luxembourg S.A	Operational Forms	Non Product Specific		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms Automatisert Utveksling av Informasjon – Egenerklæringsskjema for kontrollende personer ULU CONT4268
Automatisert Utveksling av Informasjon Egenerklæringsskjema / Automatic Exchange of Information Self-Certification	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.	Norway (NO)	Utmost Luxembourg S.A	Operational Forms	Non Product Specific		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications. Operational Forms Automatisert Utveksling av Informasjon Egenerklæringsskjema / Automatic Exchange of Information Self-Certification ULU CONT4256
FOR INTERMEDIARIES – Informasjonsinnhenting skjema / Fact findForsikringsformidler / Intermediary version	Fact Find for INTERMEDIARIES for the Norwegian market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market	Norway (NO)	Utmost Luxembourg S.A	Fact Find	Private Client Portfolio	New Business Pack	Fact Find for INTERMEDIARIES for the Norwegian market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market Fact Find FOR INTERMEDIARIES – Informasjonsinnhenting skjema / Fact findForsikringsformidler / Intermediary version ULU CONT4120
FOR INTERMEDIARIES – Informasjonsinnhenting skjema / Fact findForsikringsformidler / Intermediary version	Fact Find for INTERMEDIARIES for the Norwegian market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.	Norway (NO)	Utmost Luxembourg S.A	Fact Find	Private Client Portfolio	New Business Pack	Fact Find for INTERMEDIARIES for the Norwegian market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Informasjonsinnhenting skjema / Fact findForsikringsformidler / Intermediary version ULU CONT4118
Appendix: Investment Rules for Internal Funds / Vedlegg: Investeringsregler for interne fond	Table of Luxembourg Investment Rules	Norway (NO)	Utmost Luxembourg S.A	Investment literature/Strategies	Non Product Specific		Table of Luxembourg Investment Rules Investment literature/Strategies Appendix: Investment Rules for Internal Funds / Vedlegg: Investeringsregler for interne fond ULU CONT3679
Private Client Portfolio – List of Available Internal Collective Funds	Liste over tilgjenelige Interne Kollektive Fond / List of available Internal Collective Funds	Norway (NO)	Utmost Luxembourg S.A	Operational Forms	Private Client Portfolio		Liste over tilgjenelige Interne Kollektive Fond / List of available Internal Collective Funds Operational Forms Private Client Portfolio – List of Available Internal Collective Funds ULU CONT3613
Personvernerklæring / Declaration with regard to Personal Data Protection	Privacy Notice – Norwegian/English version – Norway	Norway (NO)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Non Product Specific		Privacy Notice – Norwegian/English version – Norway Client Letters/Indemnity/Data Protection Personvernerklæring / Declaration with regard to Personal Data Protection ULU CONT3353
Personvernerklæring / Privacy Notice	Privacy Notice – Norwegian/English version	Norway (NO)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Non Product Specific		Privacy Notice – Norwegian/English version Client Letters/Indemnity/Data Protection Personvernerklæring / Privacy Notice ULU CONT3353-WEB
INFORMASJONSAVTALE / INFORMATION DISCLOSURE AGREEMENT	Information Disclosure Agreement	Norway (NO)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Non Product Specific		Information Disclosure Agreement Client Letters/Indemnity/Data Protection INFORMASJONSAVTALE / INFORMATION DISCLOSURE AGREEMENT ULU CONT2871
Forespørsel om oppgradering av forsikringstakers investeringskategori / Request for Policyholder Category Upgrade	Use this form to request a upgrade of your investment category	Norway (NO)	Utmost Luxembourg S.A	Investment literature/Strategies	Non Product Specific		Use this form to request a upgrade of your investment category Investment literature/Strategies Forespørsel om oppgradering av forsikringstakers investeringskategori / Request for Policyholder Category Upgrade ULU CONT2530
Krav om nedgradering av forsikringstakers investeringskategori / Demand for Policyholder Category Downgrade	Use this form to request a downgrade of your investment category	Norway (NO)	Utmost Luxembourg S.A	Investment literature/Strategies	Non Product Specific		Use this form to request a downgrade of your investment category Investment literature/Strategies Krav om nedgradering av forsikringstakers investeringskategori / Demand for Policyholder Category Downgrade ULU CONT2519
Lovvalg / Choice of Law	Use this form to perform a choice of law	Norway (NO)	Utmost Luxembourg S.A	Operational Forms	Non Product Specific		Use this form to perform a choice of law Operational Forms Lovvalg / Choice of Law ULU CONT2360
FATCA Egenklaering / Self Certification	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Norway (NO)	Utmost Luxembourg S.A	Operational Forms	Non Product Specific		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms FATCA Egenklaering / Self Certification ULU CONT2170-9
Egnethetsprofil / Suitability Profile	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile	Norway (NO)	Utmost Luxembourg S.A	Investment literature/Strategies	Private Client Portfolio	Addition to your Policy	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile Investment literature/Strategies Egnethetsprofil / Suitability Profile ULU CONT2064
Erklæring for Depotbank utenfor EØS / Custodian Bank located outside the EEA	Declaration for the Use of a Custodian Bank located outside of the EEA – Norway	Norway (NO)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Non Product Specific		Declaration for the Use of a Custodian Bank located outside of the EEA – Norway Client Letters/Indemnity/Data Protection Erklæring for Depotbank utenfor EØS / Custodian Bank located outside the EEA ULU CONT2038
Skatteerklæring (PH) / Tax Compliance Certification	Stand-alone Tax Compliance Certification form – Norway	Norway (NO)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Non Product Specific		Stand-alone Tax Compliance Certification form – Norway Client Letters/Indemnity/Data Protection Skatteerklæring (PH) / Tax Compliance Certification ULU CONT2005
Private Client Portfolio – Generelle Forsikringsvilkår (202208)/General Conditions (202208)	Stand-alone version of General Conditions for the Private Client Portfolio product – Norway	Norway (NO)	Utmost Luxembourg S.A	Policy Conditions	Private Client Portfolio	New Business Pack	Stand-alone version of General Conditions for the Private Client Portfolio product – Norway Policy Conditions Private Client Portfolio – Generelle Forsikringsvilkår (202208)/General Conditions (202208) ULU CONT1996
Private Client Portfolio	New business application form for the Private Client Portfolio product – Norway	Norway (NO)	Utmost Luxembourg S.A	Application Form	Private Client Portfolio	New Business Pack	New business application form for the Private Client Portfolio product – Norway Application Form Private Client Portfolio ULU CONT1973
Bekreftelse av kundens kontaktinformasjon brukt for elektronisk signering av dokumenter / Confirmation of Client contact details used for the Electronic Signing of documents	Confirmation of Client contact details used for the Electronic Signing of documents	Norway (NO)	Utmost Luxembourg S.A	Operational Forms	Non Product Specific		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Bekreftelse av kundens kontaktinformasjon brukt for elektronisk signering av dokumenter / Confirmation of Client contact details used for the Electronic Signing of documents ULU CONNECT1055

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