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New Policy

Application Form

Focus CRB Plan Individual Application Form (International)

This form should be used where you want to apply as an individual(s) for a Focus Capital Redemption Plan (International).
Focus Life Plan Individual Application Form (International)

This form should be used where you want to apply as an individual(s) for a Focus Life Plan (International). Not for use in Singapore.
Executive Bond Loan Trust Application Form

Please use this application for investors wishing to invest in the Executive Bond or Executive Redemption Bond for consideration by Utmost International Trust Company as the trustee for the Loan Trust you have created.
Wealth Portfolio Application Form (New Business)

Please use this application for individual, joint, corporate and trustee investors wishing to invest in the Wealth Portfolio with Quilter Cheviot appointed as the DAM. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document.
Data Capture Form for Submitting Business on Wealth Interactive

This form is for financial advisers to gather the necessary information from a client to input new business online for Utmost International Isle of Man policies.
Executive Bond and Collective Bond Application Form for Individual, Corporate and Trustee Investors

Please use this application for individual, corporate and trustee investors wishing to invest in the Executive or Collective Bond. Note that you will also need to fill out the relevant Tax Declaration and Self Certification document.
Managed Capital Account Life Application for the Corporate or Trust Investor

This form can only be used for top-ups as this product is closed to new business. Please note that you will also need to fill out the Tax Declaration and Self Certification document.
Tailored Life Plan – Application Form for Individual, Corporate and Trustee Investors

Please use this application for professional investors wishing to invest in Utmost International Isle of Man Limited Tailored Life Plan. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document.

Compliance and Risk Collateral (privacy notices/footers etc)

Utmost International – Privacy Notice

Details about how we use your information, your rights over how we use this information and how you can exercise your rights.

Guides and Supporting Documents

Terms and Conditions for Utmost International’s Online Services (Financial Adviser)

Terms and Conditions for our online services to be read in conjunction with the relevant intermediary terms of business.
Stay In Touch with your Investments with Wealth Interactive

A client brochure promoting the benefits of using Wealth Interactive.
Client Verification and Certification Guide

This document provides information on certifying photocopied identification and address documents. As part of the global efforts to prevent money laundering, Utmost International has to verify the identity and address of all individuals party to a contract (for example applicant(s), trustees, power of attorney). Unless the documents provided are originals, they will need to be certified by a suitable certifier.
Utmost International Isle of Man Intermediary Terms of Business

These Intermediary Terms of Business and the Rates of Commission govern your relationship with Utmost International Isle of Man Limited (Utmost International) and cover the way we do business with you, the Intermediary. These Intermediary Terms of Business and any documents referred to in it replace any previous Terms of Business you have with Quilter International.
Anti-money Laundering and Source of Wealth Pack – Utmost PanEurope

Confirmation of the anti-money laundering and source of wealth requirements for Utmost PanEurope bonds.
Anti-money Laundering and Source of Wealth Requirements Guide

Utmost International Isle of Man Limited has provided this document as guidance for financial crime risk purposes.

Investment literature/Strategies

Focus ILP Sub-Funds Performance

Focus ILP Sub-Funds Performance

Marketing Collateral

Utmost Wealth Solutions Company Brochure – Adviser version

Company brochure for Utmost Wealth Solutions (Financial Adviser only).
Wealth Solutions from Utmost International – HNW (English)

How our solutions can help with wealth planning.

Operational Forms (not application form)

Tax Declaration and Self Certification for Entity Investors

You have been asked to 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 Entity investors such as, companies, corporate trusts or foundations.
Tax Declaration and Self Certification for Individual Investors

You have been asked to 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, persons authorised to sign on behalf of the policyholder, for example their Power of Attorney or court appointed Deputy, and individuals linked to the trust where Utmost Trustee Solutions Limited or Utmost International Trustee Solutions Limited are the appointed trustee.
Source of Wealth Questionnaire

This questionnaire seeks to obtain information and documentation to establish the source of wealth for Utmost Worldwide clients
Current Financial Information Request

Please use this form to declare your current taxation status, residence, and financial information.
US Person Declaration Form (International)

This form should be used where you are a non-US resident US Person wishing to buy or increase the investment in your Plan (International)
Individual International Tax Compliance From (International)

This form should be used were you are an individual and want to self-certify your tax compliance (International)
Verification of Corporate or Trustee Identity (International)

This form should be used where corporate or trustee identity confirmation is required (International)
Focus Cooling off Notice (International)

This form should be used were you want to avail of your cancellation rights “cooling-off” under your Focus Plan (International)
Unit Linked Investment Services Authority Form (International)

This form should be used were you want to appoint an Investment Adviser to your unit-linked Plan (International)
Nomination of Beneficiaries Form (International)

This form should be used where you want to nominate Beneficiaries for your Plan (International)
Transferring Assets to Your Bond/Account

Please use this form when transferring assets to your Plan/Bond/Policy. For use with former Quilter International Products, not for use in Hong Kong.
Portfolio Bond Minimum Residual Value

Published minimum residual values as at February 2021
Source of Wealth Questionnaire

This questionnaire seeks to obtain information and documentation from the adviser to establish the source of wealth of high risk clients.
Digital Signature Application Form – Non UK

Digital signature application form – not for use in the UK
Portfolio Bond Transaction Account Overdraft Limit

The published overdraft limit of transaction accounts for applicable portfolio bonds.
Utmost Trustee Solution Client Agreement Form

For use with trusts incorporating a settlor’s investment direction (including terms of business, current fee scales and client money information sheet).
Wealth Interactive – Master User Registration Form for Existing Firms

Please use this form to appoint a master user to Wealth Interactive for adviser firms who already have terms of business with us. The form will allow us access to a nominated master user within your firm who can then grant access to other users (including other master users within your firm).
Utmost International Isle of Man Letter of Wishes Form

This form can be used should the settlors like to include additional wishes be taken into account with regard to the Declaration of Trust.
Declaration of Loss or Non-receipt of Policy Form

This declaration form can be used if your Utmost International Isle of Man policy documents were lost, destroyed or never received.
Know Your Client – Source of Funding and Verification of Identity

Utmost International Isle of Man have provided this form for completion by all clients, trustees and corporate clients, where an application form does not already contain both a source of funding and verification of customer identity section.

Policy Conditions

Focus CRB Plan Terms and Conditions (International)

Focus Capital Redemption Plan Terms and Conditions (International)
Focus Life Plan Terms and Conditions (International)

Focus Life Plan Terms and Conditions (International)
WI: Online Declaration International Investment Bond – Redemption

Declaration for the International Investment Bond.
International Investment Bond – Redemption Policy Terms

The policy terms for the International Investment Bond – redemption version.
Executive Investment Bond Policy Terms

The policy terms and conditions for the Executive Investment Bond.
Executive Redemption Bond Policy Terms

The policy terms and conditions for the Executive Redemption Bond.

Product Guides/Brochures/Snapshots and Training Materials

Why Invest in a Executive Bond?

This financial adviser guide provides the 11 key benefits for your clients investing in the Executive Bond.
International Investment Bond Product Brochure

This document details why the International Investment Bond provided by Utmost International Isle of Man could be an investment option for you.
Lifestyle Trust FAQs (Intermediary)

This sales aid aims to answer any questions an Adviser may have about the Lifestyle Trust.
Lifestyle Trust FAQs (Client)

This question and answer document aims to answer any questions a client may have about the Lifestyle Trust.
Executive Bond client brochure – discerning investor

Client brochure promoting the benefits of investing in the Executive Bond.
Utmost International Isle of Man Limited – Corporate Infographic – English

Utmost International Isle of Man Who We Are
Tailored Life Plan Product Brochure

This product brochure provides the investor and financial adviser with information about the Tailored Life Plan before investing into this product.

Right to Change Your Mind Forms and guides/KFD

Focus CRB Plan Key Features Document (International)

Focus Capital Redemption Bond Plan Key Features Document (International). This document will help you understand the key features of Focus CRB
FOCUS Life Plan Key Features Document (International)

Focus Life Plan Key Features Document (International). This document will help you to understand the key features of Focus Life Plan.

Tax and regulatory Literature/technical sales aids and literature

Executive Bond – at a Glance – Redemption Version

This at a glance document highlights the main features of the Executive Redemption Bond.
Executive Bond – at a Glance – Life Assurance Version

This at a glance document highlights the main features of the Executive Investment Bond – life assurance version.
Lifestyle Trust Client Brochure

This brochure helps explain how the Lifestyle Trust can be used for inheritance tax planning with either an Utmost International Isle of Man Limited or Utmost PanEurope dac bond.
Lifestyle Trust Adviser Brochure

This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about.
Tax Benefits of an Offshore Bond for UK Expatriates

This document provides a high-level summary of some of the key UK taxation benefits which an offshore bond can provide to a UK expatriate investor.
Leaving the UK But Could Be Leaving UK Taxes Behind

When clients leave the UK, either permanently or for at least a full tax year, they expect to leave behind their liability for UK taxes. This document is for financial adviser use only.
Stockbroker and custody charges

This sales aid shows the stockbroker and custody charges that may apply on Portfolio Bonds.
Qualifying Non-UK Pension Scheme Brochure – for a Flexible Future

This brochure provides information about overseas pension schemes that comply with Qualifying Non-UK Pension Scheme rules.
Take your pension away with you – Qualifying Recognised Overseas Pension Scheme (QROPS) Brochure

Qualifying Recognised Overseas Pension Scheme, Client Brochure promoting the benefits of (QROPS).
International Investment Bond At a Glance

This document provides an overview of the International Investment Bond.
Deemed Gains Tax on your Executive Bond if you are planning to become UK Resident and/or UK Tax Resident

This Q&A document explains deemed gains tax on an Utmost International Isle of Man Executive Bond for individuals planning to become UK resident and/or UK tax resident.
Solutions for Structured Wealth Planning Brochure

This document can be used for people looking to grow, preserve and transfer their wealth to the next generation.
Taxation of an Offshore Life Assurance Policy for your Non-Israeli Resident Clients Moving or Returning to Israel

An explanation of the taxation of an offshore life assurance policy for your non-Israeli resident clients moving or returning to Israel.
Taxation of an Offshore Life Assurance Policy for your UK Resident Israeli Clients, Moving or Returning to Israel

This document provides an explanation of the taxation of an offshore life assurance policy for your UK resident Israeli clients, moving or returning to Israel.
Taxation of an Offshore Life Assurance Policy Purchased Outside of Israel by an Israeli Resident

This document provides an explanation of the taxation of an offshore Utmost International Isle of Man Limited life assurance policy purchased outside of Israel by an Israeli resident.
Non-Resident Indian Estate Planning

A client-facing guide to using an Utmost International Isle of Man offshore bond for estate planning for non-resident Indian investors.
Determining Your Liability to Tax in India (Life Assurance Version)

A guide for clients with investment linked life insurance bonds who will become Indian tax residents.
Managed Capital Account – at a Glance – Redemption Version (English)

This at a Glance Document Highlights the Main Features of the Managed Capital Account – Redemption Version.
Tailored Life Plan At A Glance

This document provides a summary of the Tailored Life Plan. The Tailored Life Plan is a single premium, whole of life investment-linked life assurance policy designed for High Net Worth individuals. It provides a high level of life protection for the lifetime of the relevant life assured as well as the flexibility to meet their ever-changing wealth management needs.

Trust Literature

Deed of Assignment (Assignments to or from Corporate Entities)

With this deed you can assign a policy to or from a corporate entity. For use with a policy issued under Isle of Man or English law.
Loan Trust Deed – Manx Law Discretionary Version – Limited Liability Form

Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man Limited investments.
Utmost International Trustee Solutions Limited Discretionary Trust with Investment Direction (Manx Law)

This deed can be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee. Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments.
Utmost International Trust Company Discretionary Trust with Investment Direction (Manx Law)

This deed can only be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee.
Utmost International Trustee Solutions Limited Loan Trust Deed with Investment Direction (Manx Law)

This deed can be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee.
Utmost International Trustee Solutions Limited Discounted Gift Trust (DGT) Deed (with Investment Direction)

Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments.
Discounted Gift Trust Deed with Investment Direction (Manx Law – Bare version)

This deed can be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee. Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments.
Utmost International Trustee Solutions Limited Bare Trust with Investment Direction

Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments.
Letter of Wishes Example Wordings

When using a discretionary trust it is always desirable to record the Settlor’s wishes. These are normally recorded in a letter addressed to the trustees, hence the name ‘letter of wishes’.
Discounted Gift Trust Deed Form (English Law – Discretionary Version)

This deed should be used with ex-Quilter products or the following range of product types only: Executive Investment Bonds/Portfolios/Accounts (including European Collective Investment Bond), Wealth Portfolio Bonds, Managed Capital Accounts and Life Insurance Portfolios.
Discounted Gift Trust Deed Form (English Law – Bare Version)

This deed should be used with ex-Quilter products or the following range of product types only: Executive Investment Bonds/Portfolios/Accounts (including European Collective Investment Bond), Wealth Portfolio Bonds, Managed Capital Accounts and Life Insurance Portfolios.
Lifestyle Trust Deed (Manx Law – Discretionary Version)

Complete this deed to set up a Lifestyle Trust (Manx Law version)
Retained Interest Trust Joint Settlor Declaration of Trust Form

This declaration form should be used only with legal advice advice to ensure any trust is suitable for you, especially having regard to the terms of your will.
Retained Interest Trust Single Settlor Declaration of Trust Form

This declaration form should be used only with legal advice advice to ensure any trust is suitable for you, especially having regard to the terms of your will.

Change your Policy

Guides and Supporting Documents

Client Verification and Certification Guide

This document provides information on certifying photocopied identification and address documents. As part of the global efforts to prevent money laundering, Utmost International has to verify the identity and address of all individuals party to a contract (for example applicant(s), trustees, power of attorney). Unless the documents provided are originals, they will need to be certified by a suitable certifier.

Investment literature/Strategies

Focus ILP Sub-Funds Performance

Focus ILP Sub-Funds Performance
How to Submit a Dealing Request on Wealth Interactive

This guide shows you how to submit a dealing instruction in three easy steps through Wealth Interactive.
Change of Investment Range Form

This form is for use with the International Investment Bond to change between the Global Select and Self Select investment ranges.
Delegated Switching Authority Form

This form can be used by clients to delegate the switching of funds to their funds adviser. The fund adviser will then be able to switch funds at any time without the need for client approval.

Operational Forms (not application form)

Individual International Tax Compliance From (International)

This form should be used were you are an individual and want to self-certify your tax compliance (International)
Professional Portfolio Payment Methods Information for Clients and Brokers (International)

Professional Portfolio payment methods information for clients and brokers
US Person Declaration Form (International)

This form should be used where you are a non-US resident US Person wishing to buy or increase the investment in your Plan (International)
Current Financial Information Request

Please use this form to declare your current taxation status, residence, and financial information.
Verification of Corporate or Trustee Identity (International)

This form should be used where corporate or trustee identity confirmation is required (International)
Nomination of Beneficiaries Form (International)

This form should be used where you want to nominate Beneficiaries for your Plan (International)
Professional Portfolio Additional Contribution Request Form (International)

This form should be used were you want to make an additional contribution to your Professional Portfolio Plan (International)
Professional Portfolio Premium Request Form (International)

This form should be used were you want to make an additional premium payment to your Professional Portfolio Life Plan (International)
Unit Linked Investment Services Authority Form (International)

This form should be used were you want to appoint an Investment Adviser to your unit-linked Plan (International)
Never received / Lost Policy Declaration (International)

This form should be used were you want to declare that you have never received or have lost you policy documents and provide an indemnity in our favour in the event of us paying a claim without the original documents (International)
Payment Instruction Form (International)

This form should be used were you want to give us premium payment instructions (international)
Deferring a Policy Fund Entitlement

This form needs to be completed when a client requests to change their Policy Fund entitlements.

Policy Conditions

Focus CRB Plan Terms and Conditions (International)

Focus Capital Redemption Plan Terms and Conditions (International)
Focus Life Plan Terms and Conditions (International)

Focus Life Plan Terms and Conditions (International)

Making a Surrender or Claim

Guides and Supporting Documents

Client Verification and Certification Guide

This document provides information on certifying photocopied identification and address documents. As part of the global efforts to prevent money laundering, Utmost International has to verify the identity and address of all individuals party to a contract (for example applicant(s), trustees, power of attorney). Unless the documents provided are originals, they will need to be certified by a suitable certifier.

Operational Forms (not application form)

Individual International Tax Compliance From (International)

This form should be used were you are an individual and want to self-certify your tax compliance (International)
Verification of Corporate or Trustee Identity (International)

This form should be used where corporate or trustee identity confirmation is required (International)
UW Unit-Linked Partial Surrender Request Form (International)

This form should be used were you want to partially surrender your Utmost Worldwide unit-linked Plan (International)
UW Unit-Linked Surrender Request (International)

This form should be used where you want to request the surrender of your Utmost Worldwide unit-linked Plan
Unit-Linked Regular Withdrawal Request (International)

This form should be used where you want to request a regular withdrawal from your unit-linked Plan
Claim For Death Benefit Request (International)

This form should be used where you want to notify us of death benefit claim under a plan (International)
Never received / Lost Policy Declaration (International)

This form should be used were you want to declare that you have never received or have lost you policy documents and provide an indemnity in our favour in the event of us paying a claim without the original documents (International)
Portfolio Bond Withdrawal / Surrender Form

Surrender and Withdrawal Request Form for Portfolio Bond
Unit Linked Accounts Withdrawal Closure Maturity Form

This form should only be used to request a partial, full surrender or maturity from the following Utmost International unit-linked products Managed Capital Account, Managed Savings Account, Managed Pension Account, Executive Wealthbuilder Account and European Capital Account.
Request for Fixed Account Loan Withdrawal Form

This form can be used to request Utmost International Isle of Man or Utmost PanEurope to transfer monies to the fixed account and issue a loan withdrawal for the same amount.
Death Claim form for use with Ex Quilter Isle of Man policies

Form to be completed by Claimant requesting payments of policy proceeds following the death of the relevant life assured.

Policy Conditions

Focus CRB Plan Terms and Conditions (International)

Focus Capital Redemption Plan Terms and Conditions (International)
Focus Life Plan Terms and Conditions (International)

Focus Life Plan Terms and Conditions (International)

Tax and regulatory Literature/technical sales aids and literature

Investment Withdrawal Options for your Clients Guide

This document shows you the different portfolio bond withdrawal options available for you current and future UK clients.
Request a Withdrawal on Wealth Interactive Guide

This guide demonstrates how you can request a one-off withdrawal in three easy steps through Wealth Interactive.

Customer Support

Utmost Wealth Solutions

Utmost Corporate Solutions

Popular support Pages

Previously visited Support Pages

Online Service Login

Utmost Wealth Solutions

Utmost Corporate Solutions

Popular logins

Previously used logins

Document Library

Utmost Wealth Solutions

Utmost Corporate Solutions

Literature Library – Rest of the World