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Title	Description	Asset Type	Language	Product	Regime	Process	Excerpt
A Irlanda como um local na Europa para seguros de vida unit-linked	Esta brochura para os intermediários explica por que a Irlanda é o local ideal na Europa para seguros de vida unit-linked.	Marketing Collateral	Portuguese (PT)	Apex (Portugal), Compass (Closed), Compass DFM (Closed), Private Wealth Portfolio - Portugal	FOS	Adviser Technical Insights and Webinars, New Policy	Esta brochura para os intermediários explica por que a Irlanda é o local ideal na Europa para seguros de vida unit-linked. Marketing Collateral A Irlanda como um local na Europa para seguros de vida unit-linked UWS \| 05099
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.	Operational Forms	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.	Operational Forms	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
Policy Terms and Conditions for Apex Portugal	Policy Terms and Conditions for Utmost PanEurope dac Apex Portugal.	Policy Conditions	English (EN)	Apex (Portugal)	FOS	New Policy	Policy Terms and Conditions for Utmost PanEurope dac Apex Portugal. Policy Conditions Policy Terms and Conditions for Apex Portugal UPE_WS PR 00051
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	Operational Forms	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 Guide for Additional Single Premium	Guide to help you complete the additional single premium form for APEX Portugal.	Operational Forms	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 – 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.	Operational Forms	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 – 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.	Operational Forms	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 Dealing Account Overdraft Clearance Instruction form	This form can be used to request an overdraft clearance for your Apex Portugal Dealing Account.	Operational Forms	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 – Assignment of Policies	For assigning policies to individuals only.	Operational Forms	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.	Operational Forms	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 – Change of Beneficiary Form	This form can be used to change the beneficiary of your Apex Portugal policy.	Operational Forms	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 – Death Benefit Claim form	This form can be used to claim a death benefit for Apex Portugal policies	Operational Forms	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 – Guide for individual applicants	Guide to help you complete the Apex Portugal application form.	Operational Forms	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 Product Guide	This is a Product Guide for Apex (Portugal)	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Apex (Portugal)	FOS	New Policy	This is a Product Guide for Apex (Portugal) Product Guides/Brochures/Snapshots and Training Materials Apex Portugal Product Guide UPE_WS PR 00013
Apex Portugal snapshot	This document provides a snapshot of Apex Portugal. This is a document for financial advisers only.	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Apex (Portugal)	FOS	New Policy	This document provides a snapshot of Apex Portugal. This is a document for financial advisers only. Product Guides/Brochures/Snapshots and Training Materials Apex Portugal snapshot UPE_WS PR 00001
PWP Portugal Guia Do Produto	Product Guides/Brochures/Snapshots and Training Materials PWP Portugal Guia Do Produto UPE_WS \| 05270	Product Guides/Brochures/Snapshots and Training Materials	Portuguese (PT)	Private Wealth Portfolio - Portugal	FOS	Making a change to your policy, New Policy	Product Guides/Brochures/Snapshots and Training Materials PWP Portugal Guia Do Produto UPE_WS \| 05270
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.	Operational Forms	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
Snapshot Para Portugal	Product Guides/Brochures/Snapshots and Training Materials Snapshot Para Portugal UPE_WS \| 04552	Product Guides/Brochures/Snapshots and Training Materials	Portuguese (PT)	Private Wealth Portfolio - Portugal	FOS	New Policy	Product Guides/Brochures/Snapshots and Training Materials Snapshot Para Portugal UPE_WS \| 04552
PWP Portugal Formulário de Nomeação de Beneficiário	Operational Forms PWP Portugal Formulário de Nomeação de Beneficiário UPE_WS \| 04376	Operational Forms	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
PWP Portugal Formulário de Alteração de Nome e Endereço	Operational Forms PWP Portugal Formulário de Alteração de Nome e Endereço UPE_WS \| 04377	Operational Forms	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 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	Operational Forms	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 pedido de pagamento de benefício por morte	Operational Forms PWP Portugal Formulário de pedido de pagamento de benefício por morte UPE_WS \| 04380	Operational Forms	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 Formulário de Espécime de Assinatura	Operational Forms PWP Portugal Formulário de Espécime de Assinatura UPE_WS \| 04374	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Portugal Formulário de Espécime de Assinatura UPE_WS \| 04374
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	Operational Forms	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	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal		Surrender or Claim	Operational Forms PWP Portugal Formulário de Notificação de Cancelamento UPE_WS \| 04355
PWP Portugal Nota Informativa ao Consumidor	Product Guides/Brochures/Snapshots and Training Materials PWP Portugal Nota Informativa ao Consumidor UPE_WS \| 04068	Product Guides/Brochures/Snapshots and Training Materials	Portuguese (PT)	Private Wealth Portfolio - Portugal	FOS	New Policy	Product Guides/Brochures/Snapshots and Training Materials PWP Portugal Nota Informativa ao Consumidor UPE_WS \| 04068
PWP Portugal Formulário de Estratégia de Investimento	Investment literature/Strategies PWP Portugal Formulário de Estratégia de Investimento UPE_WS \| 04028	Investment literature/Strategies	Portuguese (PT)	Private Wealth Portfolio - Portugal		Making a change to your policy, New Policy	Investment literature/Strategies PWP Portugal Formulário de Estratégia de Investimento UPE_WS \| 04028
PWP Portugal Formulário para pagamento de Prémio Adicional	Operational Forms PWP Portugal Formulário para pagamento de Prémio Adicional UPE_WS \| 04027	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal	FOS	New Policy	Operational Forms PWP Portugal Formulário para pagamento de Prémio Adicional UPE_WS \| 04027
PWP Formulário Para Resgate ou Redução	Este formulário deve ser utilizado para pedidos de redução ou de retratação de produtos emitidos pelaUtmost PanEurope, excluindo os produtos concebidos para o mercado do Reino Unido, ou para qualquer produto em que o titular da apólice seja atualmente residente no Reino Unido. Se tiver um Produto do Reino Unido (incluindo o Private Wealth Portfolio UK) ou se for residente no Reino Unido, preencha oUWS Multi-Product Withdrawal and Surrender Form.	Surrender/Claim/Withdrawal/Switch	English (EN)	Private Wealth Portfolio - Portugal	FOS	Surrender or Claim	Este formulário deve ser utilizado para pedidos de redução ou de retratação de produtos emitidos pelaUtmost PanEurope, excluindo os produtos concebidos para o mercado do Reino Unido, ou para qualquer produto em que o titular da apólice seja atualmente residente no Reino Unido. Se tiver um Produto do Reino Unido (incluindo o Private Wealth Portfolio UK) ou se for residente no Reino Unido, preencha oUWS Multi-Product Withdrawal and Surrender Form. Surrender/Claim/Withdrawal/Switch PWP Formulário Para Resgate ou Redução UPE PR 12933
KID PWP Portugal	This document provides you with key information about this investment product. It is not marketing material. The information is required by law to help you understand the nature, risks, costs, potential gains and losses of this product and to help you compare it with other products.	Key Information Document	Portuguese (PT)	Private Wealth Portfolio - Portugal	FOS		This document provides you with key information about this investment product. It is not marketing material. The information is required by law to help you understand the nature, risks, costs, potential gains and losses of this product and to help you compare it with other products. Key Information Document KID PWP Portugal UPE PR 12930
KID PWP Portugal	This document provides you with key information about this investment product. It is not marketing material. The information is required by law to help you understand the nature, risks, costs, potential gains and losses of this product and to help you compare it with other products.	Key Information Document	English (EN)	Private Wealth Portfolio - Portugal	FOS	New Policy	This document provides you with key information about this investment product. It is not marketing material. The information is required by law to help you understand the nature, risks, costs, potential gains and losses of this product and to help you compare it with other products. Key Information Document KID PWP Portugal UPE PR 12907
Never Received or Lost Policy Schedule Declaration (EN)	Utmost Pan Europe dac Never Received or Lost Policy Schedule Declaration	Operational Forms	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
Private Wealth Portfolio Full or Partial Surrender Request EN	Private Wealth Portfolio Full, Partial Surrender or Regular Withdrawal Request.For use by non-UK resident policyholders of Private Wealth Portfolio (‘PWP’) France, PWP Portugal or PWP Spain	Surrender/Claim/Withdrawal/Switch	English (EN)	International Private Wealth Portfolio, Private Wealth Portfolio - Portugal, Private Wealth Portfolio - Spain, Private Wealth Portfolio (PWP) France	FOS	Surrender or Claim	Private Wealth Portfolio Full, Partial Surrender or Regular Withdrawal Request.For use by non-UK resident policyholders of Private Wealth Portfolio (‘PWP’) France, PWP Portugal or PWP Spain Surrender/Claim/Withdrawal/Switch Private Wealth Portfolio Full or Partial Surrender Request EN UPE PR 12832
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.	Operational Forms	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 – How to minimise foreign tax on dividend income	A sales aid to explain tax relief at source on foreign withholding tax.	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Private Wealth Portfolio - Italy, Private Wealth Portfolio - Portugal, Private Wealth Portfolio - Spain, Private Wealth Portfolio - UK, Private Wealth Portfolio (PWP) France		New Policy	A sales aid to explain tax relief at source on foreign withholding tax. Tax and regulatory Literature/technical sales aids and literature Private Wealth Portfolio – How to minimise foreign tax on dividend income UPE PR 12746
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.	Operational Forms	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 Portugal Declaração Para Intermédiario Com Escritorio Em Portugal	Operational Forms PWP Portugal Declaração Para Intermédiario Com Escritorio Em Portugal UPE PR 12447	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Portugal Declaração Para Intermédiario Com Escritorio Em Portugal UPE PR 12447
PWP Portugal Sales Consultant Declaration	Operational Forms PWP Portugal Sales Consultant Declaration UPE PR 12449	Operational Forms	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	Operational Forms	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	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Portugal Declaração Para Intermédio UPE PR 12446
PWP Sales Consultant Declaration	Operational Forms PWP Sales Consultant Declaration UPE PR 12444	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Sales Consultant Declaration UPE PR 12444
PWP Portugal Declaração Para Intermediário	Operational Forms PWP Portugal Declaração Para Intermediário UPE PR 12445	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Portugal Declaração Para Intermediário UPE PR 12445
PWP Portugal Notice of Cancellation Form	Operational Forms PWP Portugal Notice of Cancellation Form UPE PR 00144	Operational Forms	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	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Portugal Declaração Relativa de Saúde UPE PR 00142
PWP Portugal Formulário para solicitação de partilha de informação	PWP Portugal Direct Sharing of Information Request Form.	Operational Forms	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

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