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Documents

Title	Description	Market	Asset Type	Language	Regime	Process	Excerpt
Your Complaint Utmost International Isle of Man	This leaflet explains what you need to do if you are dissatisfied, and details what to expect from us when you complain.	Hong Kong (HK), Middle East, Rest of the World, Singapore (SG)	Guides and Supporting Documents	English (EN)	FOS	Making a change to your policy	This leaflet explains what you need to do if you are dissatisfied, and details what to expect from us when you complain. Guides and Supporting Documents Your Complaint Utmost International Isle of Man ULQ PR \| 18910
Assignment of Policies Form	Please use this form to assign ownership of segments to an individual, including splitting out segments to form a new bond.This is only for use with former Quilter International products.	Middle East, Rest of the World, United Kingdom (UK)	Operational Forms	English (EN)	FOS	Making a change to your policy	Please use this form to assign ownership of segments to an individual, including splitting out segments to form a new bond.This is only for use with former Quilter International products. Operational Forms Assignment of Policies Form UL PR 00417
Utmost International Trustee Solutions Limited Client Agreement Form	This form is required to obtain information about an applicant’s tax status under Automatic Exchange of Information (AEOI) regulations, Utmost International.	United Kingdom (UK)	Operational Forms	English (EN)	FOS	New Policy	This form is required to obtain information about an applicant’s tax status under Automatic Exchange of Information (AEOI) regulations, Utmost International. Operational Forms Utmost International Trustee Solutions Limited Client Agreement Form UTSQ PR \| 03482
Declaration of Loss or Non-Receipt of Policy Form	This declaration form is for use in Hong Kong only and can be used if your policy documents were lost, destroyed or never received.	Hong Kong (HK)	Operational Forms	English (EN)	FOS	Surrender or Claim	This declaration form is for use in Hong Kong only and can be used if your policy documents were lost, destroyed or never received. Operational Forms Declaration of Loss or Non-Receipt of Policy Form ULQ PR \| 6019
IOM Data Protection – Your Individual Rights	This document lays out your Data Protection Rights.	United Kingdom (UK)	Compliance and Risk Collateral (privacy notices/footers etc)	English (EN)	FOS	New Policy	This document lays out your Data Protection Rights. Compliance and Risk Collateral (privacy notices/footers etc) IOM Data Protection – Your Individual Rights ULQ PR 00010
Request to Trustees for Loan Repayment and Acknowledgement of Receipt of Loan Payment	This document contains draft wording which the settlor can use to request the repayment of a loan from the trustees of a loan trust.It is for use with the settlor’s own legal advisers in relation to the Loan Trust, available with a Utmost International Bond.This document cannot be used to instruct Utmost International to make a surrender.	United Kingdom (UK)	Operational Forms	English (EN)		New Policy	This document contains draft wording which the settlor can use to request the repayment of a loan from the trustees of a loan trust.It is for use with the settlor’s own legal advisers in relation to the Loan Trust, available with a Utmost International Bond.This document cannot be used to instruct Utmost International to make a surrender. Operational Forms Request to Trustees for Loan Repayment and Acknowledgement of Receipt of Loan Payment ULQ PR \| 25158
Lifestyle Trust Deed (Manx Law – Discretionary Version)	Complete this deed to set up a Lifestyle Trust (Manx Law version)	Middle East, Rest of the World, United Kingdom (UK)	Trust Literature	English (EN)	FOS	New Policy	Complete this deed to set up a Lifestyle Trust (Manx Law version) Trust Literature Lifestyle Trust Deed (Manx Law – Discretionary Version) ULQ PR \| 25094
Policy Replacement Questionnaire and IFS-PR (Chinese)	Policy Replacement Questionnaire should be completed for all new application. You only need to complete the IFS-PR if you have answered ‘yes’ or ‘Not yet decided’ in the Policy Replacement Questionnaire.	Hong Kong (HK)	Operational Forms	Chinese (Simplified) (ZH)		New Policy	Policy Replacement Questionnaire should be completed for all new application. You only need to complete the IFS-PR if you have answered ‘yes’ or ‘Not yet decided’ in the Policy Replacement Questionnaire. Operational Forms Policy Replacement Questionnaire and IFS-PR (Chinese) ULQ PR \| 21289
The super six sales aid (Chinese)	This document provides a high-level summary of some of the key UK taxation benefits which anUtmost International – Isle of Man offshore bond can provide to a UK expatriate investor.	Rest of the World, Singapore (SG)	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)	FOS	New Policy	This document provides a high-level summary of some of the key UK taxation benefits which anUtmost International – Isle of Man offshore bond can provide to a UK expatriate investor. Tax and regulatory Literature/technical sales aids and literature The super six sales aid (Chinese) ULQ PR \| 21315
Policy Replacement Questionnaire and IFS-PR (English)	This Policy Replacement Questionnaire should be completed for all new applications. You only need to complete the IFS-PR if you have answered ‘yes’ or ‘Not yet decided’ in the Policy Replacement Questionnaire.	Hong Kong (HK)	Operational Forms	English (EN)	FOS	New Policy	This Policy Replacement Questionnaire should be completed for all new applications. You only need to complete the IFS-PR if you have answered ‘yes’ or ‘Not yet decided’ in the Policy Replacement Questionnaire. Operational Forms Policy Replacement Questionnaire and IFS-PR (English) ULQ PR \| 21288
Questions and Answers – Deemed Gains Tax on your Executive Bond	This Q and A document explains deemed gains tax on an Executive Bond.	Middle East, United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	This Q and A document explains deemed gains tax on an Executive Bond. Tax and regulatory Literature/technical sales aids and literature Questions and Answers – Deemed Gains Tax on your Executive Bond ULQ PR \| 20611
Application Form for Individual, Trustee and Corporate Investors of the International Wealth Bond with Utmost International Isle of Man	Application Form for Individual, Trustee and Corporate Investors, wishing to invest in the International Wealth Bond. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document. This form can only be used for top-ups as this product is closed to new business.	United Kingdom (UK)	Application Form	English (EN)	FOS	New Policy	Application Form for Individual, Trustee and Corporate Investors, wishing to invest in the International Wealth Bond. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document. This form can only be used for top-ups as this product is closed to new business. Application Form Application Form for Individual, Trustee and Corporate Investors of the International Wealth Bond with Utmost International Isle of Man ULQ PR \| 20987
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.	Middle East, Rest of the World	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	This document can be used for people looking to grow, preserve and transfer their wealth to the next generation. Tax and regulatory Literature/technical sales aids and literature Solutions for Structured Wealth Planning Brochure ULQ PR \| 19922
Deemed Gains Tax on your Executive Bond if you are planning to become UK Resident and/or UK Tax Resident	This Q and A document explains deemed gains tax on an Utmost International Isle of ManExecutive Bond for individuals planning to become UK resident and/or UK tax resident.	Middle East	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	This Q and A document explains deemed gains tax on an Utmost International Isle of ManExecutive Bond for individuals planning to become UK resident and/or UK tax resident. Tax and regulatory Literature/technical sales aids and literature Deemed Gains Tax on your Executive Bond if you are planning to become UK Resident and/or UK Tax Resident ULQ PR \| 20507
The Importance of Trust Planning for Families Case Study	This example case study is for use in Hong Kong and Singapore only and should be used by financial advisers and financial adviser representatives with their clients.	Singapore (SG)	Tax and regulatory Literature/technical sales aids and literature	English (EN)		New Policy	This example case study is for use in Hong Kong and Singapore only and should be used by financial advisers and financial adviser representatives with their clients. Tax and regulatory Literature/technical sales aids and literature The Importance of Trust Planning for Families Case Study ULQ PR \| 19514
The Power of Tax Deferral (Chinese)	This document highlights the benefits of tax deferral once a clients investment is held in a tax-efficient structure, such as an investment-linked life insurance policy.	Singapore (SG)	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)		New Policy	This document highlights the benefits of tax deferral once a clients investment is held in a tax-efficient structure, such as an investment-linked life insurance policy. Tax and regulatory Literature/technical sales aids and literature The Power of Tax Deferral (Chinese) ULQ PR \| 19539
The Importance of Trust Planning for Families Case Study	This example case study is for use in Hong Kong and Singapore only and should be used by financial advisers and financial adviser representatives with their clients.	Singapore (SG)	Tax and regulatory Literature/technical sales aids and literature	English (EN)		New Policy	This example case study is for use in Hong Kong and Singapore only and should be used by financial advisers and financial adviser representatives with their clients. Tax and regulatory Literature/technical sales aids and literature The Importance of Trust Planning for Families Case Study ULQ PR \| 19464
The Lucky Eight Sales Aid (ZH SG)	This document highlights 8 key benefits for China tax residents using investment-linked life insurance policies.	Singapore (SG)	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)	FOS	New Policy	This document highlights 8 key benefits for China tax residents using investment-linked life insurance policies. Tax and regulatory Literature/technical sales aids and literature The Lucky Eight Sales Aid (ZH SG) ULQ PR \| 19497
Private Placement Life Insurance brochure – Chinese	This adviser facing sales aid highlights the four reasons why high net worth clients would use PPLI: Wealth transfer, wealth growth, wealth preservation and wealth protection.	Singapore (SG)	Product Guides/Brochures/Snapshots and Training Materials	Chinese (Simplified) (ZH)		New Policy	This adviser facing sales aid highlights the four reasons why high net worth clients would use PPLI: Wealth transfer, wealth growth, wealth preservation and wealth protection. Product Guides/Brochures/Snapshots and Training Materials Private Placement Life Insurance brochure – Chinese ULQ PR \| 19428
The Lucky Eight Sales Aid (EN)	This document highlights 8 key benefits for China tax residents using investment-linked life insurance policies.	Singapore (SG)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	This document highlights 8 key benefits for China tax residents using investment-linked life insurance policies. Tax and regulatory Literature/technical sales aids and literature The Lucky Eight Sales Aid (EN) ULQ PR \| 19417
The Power of Tax Deferral	This document highlights the benefits of tax deferral once a clients investment is held in a tax-efficient structure, such as an investment-linked life insurance policy.	Singapore (SG)	Tax and regulatory Literature/technical sales aids and literature	English (EN)		Surrender or Claim	This document highlights the benefits of tax deferral once a clients investment is held in a tax-efficient structure, such as an investment-linked life insurance policy. Tax and regulatory Literature/technical sales aids and literature The Power of Tax Deferral ULQ PR \| 19303
Succession Planning for Clients who are China Tax Residents ZH SG	This guide provides information on the succession planning options and tax position of your clients who own an Utmost International investment-linked life insurance policy and are already or will become tax residents of China.	Singapore (SG)	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)	FOS	New Policy	This guide provides information on the succession planning options and tax position of your clients who own an Utmost International investment-linked life insurance policy and are already or will become tax residents of China. Tax and regulatory Literature/technical sales aids and literature Succession Planning for Clients who are China Tax Residents ZH SG ULQ PR \| 19384
Succession Planning for China Tax Residents (EN)	This guide provides information on the succession planning options and tax position of your clients who own an Utmost International investment-linked life insurance policy and are already or will become tax residents of China.	Singapore (SG)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	This guide provides information on the succession planning options and tax position of your clients who own an Utmost International investment-linked life insurance policy and are already or will become tax residents of China. Tax and regulatory Literature/technical sales aids and literature Succession Planning for China Tax Residents (EN) ULQ PR \| 19126
Succession Planning for Clients who are China Tax Residents ZH SG	This guide provides information on the succession planning options and tax position of your clients who own an Utmost International investment-linked life insurance policy and are already or will become tax residents of china.	Singapore (SG)	Tax and regulatory Literature/technical sales aids and literature	Chinese (Traditional) (ZH)	FOS	New Policy	This guide provides information on the succession planning options and tax position of your clients who own an Utmost International investment-linked life insurance policy and are already or will become tax residents of china. Tax and regulatory Literature/technical sales aids and literature Succession Planning for Clients who are China Tax Residents ZH SG ULQ PR \| 19269
Efficiently and effectively passing on your wealth (Chinese)	This sales aid explores the main differences between the benefits of investing in a portfolio bond with nominations as opposed to writing a will.	Singapore (SG)	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)		New Policy	This sales aid explores the main differences between the benefits of investing in a portfolio bond with nominations as opposed to writing a will. Tax and regulatory Literature/technical sales aids and literature Efficiently and effectively passing on your wealth (Chinese) ULQ PR \| 18896
Private Placement Life Insurance A Tool for Structured Life Planning	This adviser facing guide highlights the four reasons why high net worth clients would use Private Placement Life Insurance: Wealth transfer, wealth growth, wealth preservation and wealth protection.	Singapore (SG)	Product Guides/Brochures/Snapshots and Training Materials	English (EN)		New Policy	This adviser facing guide highlights the four reasons why high net worth clients would use Private Placement Life Insurance: Wealth transfer, wealth growth, wealth preservation and wealth protection. Product Guides/Brochures/Snapshots and Training Materials Private Placement Life Insurance A Tool for Structured Life Planning ULQ PR \| 18839
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.	Middle East, Rest of the World	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	Surrender or Claim	This document shows you the different portfolio bond withdrawal options available for you current and future UK clients. Tax and regulatory Literature/technical sales aids and literature Investment Withdrawal Options for your Clients Guide ULQ PR \| 18690
Efficiently and Effectively Passing on your Wealth Case Study	This sales aid explores the main differences between the benefits of investing in a Utmost International Isle of Man portfolio bond with nominations as opposed to writing a will.	Singapore (SG)	Tax and regulatory Literature/technical sales aids and literature	English (EN)		New Policy	This sales aid explores the main differences between the benefits of investing in a Utmost International Isle of Man portfolio bond with nominations as opposed to writing a will. Tax and regulatory Literature/technical sales aids and literature Efficiently and Effectively Passing on your Wealth Case Study ULQ PR \| 18838
Tailored Life Trust Cumulative Chargeable Lifetime Transfer Examples	The document is a sales aid and provides financial advisers with Tailored Life Trust Cumulative chargeable lifetime transfer examples.	Middle East, Singapore (SG)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	The document is a sales aid and provides financial advisers with Tailored Life Trust Cumulative chargeable lifetime transfer examples. Tax and regulatory Literature/technical sales aids and literature Tailored Life Trust Cumulative Chargeable Lifetime Transfer Examples ULQ PR \| 18521
UK properties held through an overseas company (Chinese)	Sales aid for financial advisers with case studies looking at UK properties held through an overseas company.	Singapore (SG)	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)		New Policy	Sales aid for financial advisers with case studies looking at UK properties held through an overseas company. Tax and regulatory Literature/technical sales aids and literature UK properties held through an overseas company (Chinese) ULQ PR \| 17927
Online Data Capture Form for Submitting Business on Wealth Interactive for Utmost International Isle of Man Policies	Online Data Capture Form for Financial Advisers to gather the necessary information from a client via Wealth Interactive for new business for Utmost International Isle of Man policies.	Gibraltar (GI), Hong Kong (HK), Malta (MT), Middle East, Singapore (SG), Spain (ES), Sweden (SE), United Kingdom (UK)	Application Form	English (EN)	FOS	New Policy	Online Data Capture Form for Financial Advisers to gather the necessary information from a client via Wealth Interactive for new business for Utmost International Isle of Man policies. Application Form Online Data Capture Form for Submitting Business on Wealth Interactive for Utmost International Isle of Man Policies ULQ PR \| 13900
Additional Premium Top Up Form for International Select Bond and European Select Bond with Utmost International Isle of Man	Additional Premium Top Up Form for International Select Bond and European Select Bond.		Application Form	English (EN)		Making a change to your policy	Additional Premium Top Up Form for International Select Bond and European Select Bond. Application Form Additional Premium Top Up Form for International Select Bond and European Select Bond with Utmost International Isle of Man ULQ PR \| 13751
Wealth Solutions from Utmost International – HNW (English)	How our solutions can help with wealth planning.	Middle East, Rest of the World, Singapore (SG)	Marketing Collateral	English (EN)	FOS	New Policy	How our solutions can help with wealth planning. Marketing Collateral Wealth Solutions from Utmost International – HNW (English) ULQ PR \| 13732
Application Form for new investors in Wealth Portfolio with Utmost International Isle of Man	Application Form 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.	Middle East	Application Form	English (EN)	FOS	New Policy	Application Form 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. Application Form Application Form for new investors in Wealth Portfolio with Utmost International Isle of Man ULQ PR \| 13685
Advisory Fee Authority – Unit-linked Plans	This form can be used if you wish to make arrangements to pay an advisory fee to an intermediary for advice provided in respect of your Utmost International Isle of Man account.	Singapore (SG)	Operational Forms	English (EN)		Making a change to your policy	This form can be used if you wish to make arrangements to pay an advisory fee to an intermediary for advice provided in respect of your Utmost International Isle of Man account. Operational Forms Advisory Fee Authority – Unit-linked Plans ULQ PR \| 13326
Hong Kong switch form for use with Unit-linked accounts (English)	Switch Form for use with Unit-Linked Accounts. For Hong Kong use only.	Hong Kong (HK)	Operational Forms	English (EN)	FOS	Making a change to your policy	Switch Form for use with Unit-Linked Accounts. For Hong Kong use only. Operational Forms Hong Kong switch form for use with Unit-linked accounts (English) ULQ PR \| 13555
Tax Declaration and Self-Certification for Trustee and Corporate Investors – Hong Kong (FATCA/CRS)	This form is to be used by Trustee and Corporate Trustee Investors, in the Hong Kong market only, to confirm their country of Tax Residence and related Tax Identification Numbers. Bilingual – Chinese/English	Hong Kong (HK)	Operational Forms	Chinese (Traditional) (ZH), English (EN)	FOS	New Policy	This form is to be used by Trustee and Corporate Trustee Investors, in the Hong Kong market only, to confirm their country of Tax Residence and related Tax Identification Numbers. Bilingual – Chinese/English Operational Forms Tax Declaration and Self-Certification for Trustee and Corporate Investors – Hong Kong (FATCA/CRS) ULQ PR \| 13276
Tax Declaration and Self Certification for Individual Investors – Hong Kong (FATCA/CRS)	This form is to be used by Individual Investors, in the Hong Kong market only, to confirm their country of Tax Residence and related Tax Identification Numbers. Bilingual – Chinese/English	Hong Kong (HK)	Operational Forms	Chinese (Traditional) (ZH), English (EN)	FOS	New Policy	This form is to be used by Individual Investors, in the Hong Kong market only, to confirm their country of Tax Residence and related Tax Identification Numbers. Bilingual – Chinese/English Operational Forms Tax Declaration and Self Certification for Individual Investors – Hong Kong (FATCA/CRS) ULQ PR \| 13273
Important Facts Statement for Mainland Policyholders Purchasing Life Assurance Policies In Hong Kong with Utmost International Limited, bilingual Chinese / English form	This Important Facts Statement is for disclosure of information by the Insurance Company, as required by the Hong Kong Insurance Regulator, for Mainland Policyholders Purchasing Life Assurance Policies In Hong Kong. Bilingual Chinese / English Form.	Hong Kong (HK)	Application Form	Chinese (Simplified) (ZH), English (EN)	FOS	Addition to your Policy	This Important Facts Statement is for disclosure of information by the Insurance Company, as required by the Hong Kong Insurance Regulator, for Mainland Policyholders Purchasing Life Assurance Policies In Hong Kong. Bilingual Chinese / English Form. Application Form Important Facts Statement for Mainland Policyholders Purchasing Life Assurance Policies In Hong Kong with Utmost International Limited, bilingual Chinese / English form ULQ PR \| 13007
Enhanced Trail Commission Singapore version	This document describes the terms on which Utmost International Isle of Man Limited (Utmost International) agrees to pay enhanced trail commission (‘ETC’) to the Intermediary.	Singapore (SG)	Operational Forms	English (EN)	FOS	Making a change to your policy	This document describes the terms on which Utmost International Isle of Man Limited (Utmost International) agrees to pay enhanced trail commission (‘ETC’) to the Intermediary. Operational Forms Enhanced Trail Commission Singapore version ULQ PR \| 13055
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.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	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. Tax and regulatory Literature/technical sales aids and literature Taxation of an Offshore Life Assurance Policy for your UK Resident Israeli Clients, Moving or Returning to Israel ULQ PR \| 12850
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.	Europe Expat, Rest of the World, United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	An explanation of the taxation of an offshore life assurance policy for your non-Israeli resident clients moving or returning to Israel. Tax and regulatory Literature/technical sales aids and literature Taxation of an Offshore Life Assurance Policy for your Non-Israeli Resident Clients Moving or Returning to Israel ULQ PR \| 12851
Skatteuppgifter och försäkran För enheter (Tax Info and Self-Certification for Entity Investors) (FATCA/CRS)	Vänligen använd det här formuläret för att bekräfta skattestatusen för förvaltare och företagssökande. Please use this form to confirm the tax status for Trustee and Corporate applicants.	Sweden (SE)	Operational Forms	English (EN), Swedish (SV)		New Policy	Vänligen använd det här formuläret för att bekräfta skattestatusen för förvaltare och företagssökande. Please use this form to confirm the tax status for Trustee and Corporate applicants. Operational Forms Skatteuppgifter och försäkran För enheter (Tax Info and Self-Certification for Entity Investors) (FATCA/CRS) ULQ PR \| 12690
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.	Europe Expat, Rest of the World, Singapore (SG), United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	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. Tax and regulatory Literature/technical sales aids and literature Taxation of an Offshore Life Assurance Policy Purchased Outside of Israel by an Israeli Resident ULQ PR \| 12849
Skatteuppgifter och försäkran För individer (Tax Info and Self-Certification for Individual Investors) (FATCA/CRS)	Använd detta formulär för att bekräfta skattestatusen för enskilda sökande. Please use this form to confirm the tax status for individual applicants.	Sweden (SE)	Operational Forms	English (EN), Swedish (SV)		New Policy	Använd detta formulär för att bekräfta skattestatusen för enskilda sökande. Please use this form to confirm the tax status for individual applicants. Operational Forms Skatteuppgifter och försäkran För individer (Tax Info and Self-Certification for Individual Investors) (FATCA/CRS) ULQ PR \| 12689
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.	Europe Expat, Middle East, Rest of the World, Singapore (SG), United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	A client-facing guide to using an Utmost International Isle of Man offshore bond for estate planning for non-resident Indian investors. Tax and regulatory Literature/technical sales aids and literature Non-Resident Indian Estate Planning ULQ PR \| 12517
Education sales aid	Sales aid about the cost of a child’s education	Middle East	Tax and regulatory Literature/technical sales aids and literature	English (EN)		New Policy	Sales aid about the cost of a child’s education Tax and regulatory Literature/technical sales aids and literature Education sales aid ULQ PR \| 11824
Deed of Assignment Singapore	Deed of assignment for one or more assignees. This deed should be used for Utmost International Isle of Man Singapore products only.	Singapore (SG)	Operational Forms	English (EN)		Making a change to your policy	Deed of assignment for one or more assignees. This deed should be used for Utmost International Isle of Man Singapore products only. Operational Forms Deed of Assignment Singapore ULQ PR \| 11553
Wealth solutions from Utmost International – HNW (Chinese)	How our solutions can help with wealth planning.	Hong Kong (HK), Singapore (SG)	Marketing Collateral	Chinese (Traditional) (ZH)	FOS	New Policy	How our solutions can help with wealth planning. Marketing Collateral Wealth solutions from Utmost International – HNW (Chinese) ULQ PR \| 11482
Affordability Declaration (Bilingual)	This document can be used by applicants over aged 60 – to declare the affordability of the relevant premium invested.	Hong Kong (HK)	Operational Forms	Chinese (Simplified) (ZH), English (EN)		New Policy	This document can be used by applicants over aged 60 – to declare the affordability of the relevant premium invested. Operational Forms Affordability Declaration (Bilingual) ULQ PR \| 10967
Asset Transfer Form for Wealth Management Plan with Utmost International Limited Hong Kong, Bilingual Chinese / English	This Bilingual Chinese / English form should be used when transferring external assets to Utmost International under your Wealth Management Plan. Before completing this form please make sure you receive and read the relevant principal brochure and Product Key Facts of the Wealth Management Plan.	Hong Kong (HK)	Application Form	English (EN)		New Policy	This Bilingual Chinese / English form should be used when transferring external assets to Utmost International under your Wealth Management Plan. Before completing this form please make sure you receive and read the relevant principal brochure and Product Key Facts of the Wealth Management Plan. Application Form Asset Transfer Form for Wealth Management Plan with Utmost International Limited Hong Kong, Bilingual Chinese / English ULQ PR \| 10540
Important Facts Statement and Applicants Declarations Form for Wealth Management Plan with Utmost International Limited (Chinese)	Important Facts Statement and Applicants Declarations Form for Wealth Management Plan (Chinese Version).	Hong Kong (HK)	Application Form	Chinese (Traditional) (ZH)	FOS	Addition to your Policy	Important Facts Statement and Applicants Declarations Form for Wealth Management Plan (Chinese Version). Application Form Important Facts Statement and Applicants Declarations Form for Wealth Management Plan with Utmost International Limited (Chinese) ULQ PR \| 10539
Professional Investor Declaration Corporate Trust (ie trust corporation) Applicants	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for corporate trust (ie trust corporation) applicants.	Hong Kong (HK)	Operational Forms	Chinese (Simplified) (ZH), English (EN)		New Policy	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for corporate trust (ie trust corporation) applicants. Operational Forms Professional Investor Declaration Corporate Trust (ie trust corporation) Applicants ULQ PR \| 10110
Professional Investor Declaration for Individual Applicants	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for individual applicants.	Hong Kong (HK)	Operational Forms	Chinese (Simplified) (ZH), English (EN)		New Policy	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for individual applicants. Operational Forms Professional Investor Declaration for Individual Applicants ULQ PR \| 10108
Professional Investor Declaration Corporate Partnership Applicants (Bilingual)	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for corporate partnership applicants.	Hong Kong (HK)	Operational Forms	Chinese (Simplified) (ZH), English (EN)		New Policy	This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for corporate partnership applicants. Operational Forms Professional Investor Declaration Corporate Partnership Applicants (Bilingual) ULQ PR \| 10109
Telegraphic Transfer Details for Utmost International Isle of Man Limited	This document contains the telegraphic transfer details for transferring money to Utmost International Isle of Man Limited via Wealth Interactive.	Europe Expat, Middle East, Sweden (SE), United Kingdom (UK)	Operational Forms	English (EN)	FOS	New Policy	This document contains the telegraphic transfer details for transferring money to Utmost International Isle of Man Limited via Wealth Interactive. Operational Forms Telegraphic Transfer Details for Utmost International Isle of Man Limited ULQ PR \| 09352
Investment Account Application Form – Individual Investors	This form can only be used for top-ups as this product is closed to new business. Use this application for individual investors.Please note that you will also need to fill out the Tax Declaration and Self Certification document.	Singapore (SG)	Operational Forms	English (EN)	FOS	New Policy	This form can only be used for top-ups as this product is closed to new business. Use this application for individual investors.Please note that you will also need to fill out the Tax Declaration and Self Certification document. Operational Forms Investment Account Application Form – Individual Investors ULQ PR \| 09305
Guidance Notes for Investment Account for Individual Investors	Guidance notes to accompany the application form for individual investors wishing to invest in the Investment Account.	Singapore (SG)	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	FOS	New Policy	Guidance notes to accompany the application form for individual investors wishing to invest in the Investment Account. Product Guides/Brochures/Snapshots and Training Materials Guidance Notes for Investment Account for Individual Investors ULQ PR \| 09307
Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Wealth Management Plan (English) Utmost International Isle of Man Limited	Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Wealth Management Plan (English).	Hong Kong (HK)	Application Form	English (EN)	FOS	Addition to your Policy	Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Wealth Management Plan (English). Application Form Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Wealth Management Plan (English) Utmost International Isle of Man Limited ULQ PR \| 09214
Important Facts Statement (IFS) Executive Wealthbuilder Account (English)	Important Facts Statement and Applicants Declarations.	Hong Kong (HK)	Right to Change Your Mind Forms and guides/KFD	English (EN)	FOS	Addition to your Policy	Important Facts Statement and Applicants Declarations. Right to Change Your Mind Forms and guides/KFD Important Facts Statement (IFS) Executive Wealthbuilder Account (English) ULQ PR \| 09152
Important Facts Statement (IFS) Executive Wealthbuilder Account (Chinese)	Important Facts Statement and Applicants Declarations.	Hong Kong (HK)	Right to Change Your Mind Forms and guides/KFD	Chinese (Traditional) (ZH)	FOS	Addition to your Policy	Important Facts Statement and Applicants Declarations. Right to Change Your Mind Forms and guides/KFD Important Facts Statement (IFS) Executive Wealthbuilder Account (Chinese) ULQ PR \| 09153
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.This 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).	Hong Kong (HK), Middle East, Rest of the World, Singapore (SG), United Kingdom (UK)	Operational Forms	English (EN)	FOS	New Policy	Please use this form to appoint a master user to Wealth Interactive for adviser firms who already have terms of business with us.This 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). Operational Forms Wealth Interactive – Master User Registration Form for Existing Firms ULQ PR \| 08775
Appointment of a Lead Policyholder on the Flexible Investment Account	This form can be used to appoint a lead policyholder – for use with the Flexible Investment Account	Singapore (SG)	Operational Forms	English (EN)		Making a change to your policy	This form can be used to appoint a lead policyholder – for use with the Flexible Investment Account Operational Forms Appointment of a Lead Policyholder on the Flexible Investment Account ULQ PR \| 08425
Death Claim Form – Upon Death of the Relevant Life Assured	This form should be completed by a Claimant to request payment upon death of the relevant life assured. For use with Ex Quilter Isle of Man and Ireland policies except SILK, Life Insurance Plan and Tailored Life Plan.	Europe Expat, Rest of the World, United Kingdom (UK)	Surrender/Claim/Withdrawal/Switch	English (EN)	FOS	Surrender or Claim	This form should be completed by a Claimant to request payment upon death of the relevant life assured. For use with Ex Quilter Isle of Man and Ireland policies except SILK, Life Insurance Plan and Tailored Life Plan. Surrender/Claim/Withdrawal/Switch Death Claim Form – Upon Death of the Relevant Life Assured ULQ PR \| 07806
Beneficiary Nomination Request Form – for Accountholders Policyholders	This form can be used where the Accountholders wish to transfer the ownership of the Contract on the death of the Relevant Accountholder and this does not bring the Contract to an end;orFor use by both Individual and Corporate Accountholders. Where the Accountholders wish to transfer the ownership of the benefits on the death of the Relevant Life Assured and this brings the Contract to an end.	Hong Kong (HK), Middle East, United Kingdom (UK)	Operational Forms	English (EN)	FOS	New Policy	This form can be used where the Accountholders wish to transfer the ownership of the Contract on the death of the Relevant Accountholder and this does not bring the Contract to an end;orFor use by both Individual and Corporate Accountholders. Where the Accountholders wish to transfer the ownership of the benefits on the death of the Relevant Life Assured and this brings the Contract to an end. Operational Forms Beneficiary Nomination Request Form – for Accountholders Policyholders ULQ PR \| 07959
Singapore Trust Beneficiary Form 6 – Notice of Revocation of Revocable Nomination	This form can only be used to give notice of the revocation, under section 49M(7)(a) or (b) of the Insurance Act (Cap. Executive Redemption Bond – PRIIPs), of revocable nomination made in respect of one relevant policy.	Singapore (SG)	Operational Forms	English (EN)	FOS	Making a change to your policy	This form can only be used to give notice of the revocation, under section 49M(7)(a) or (b) of the Insurance Act (Cap. Executive Redemption Bond – PRIIPs), of revocable nomination made in respect of one relevant policy. Operational Forms Singapore Trust Beneficiary Form 6 – Notice of Revocation of Revocable Nomination ULQ PR \| 07058
Singapore Trust Beneficiary Form 5 – Revocation of Revocable Nomination	This form can only be used to revoke a revocable nomination made in respect of one relevant policy. For use in the Singapore market only.	Singapore (SG)	Operational Forms	English (EN)	FOS	Making a change to your policy	This form can only be used to revoke a revocable nomination made in respect of one relevant policy. For use in the Singapore market only. Operational Forms Singapore Trust Beneficiary Form 5 – Revocation of Revocable Nomination ULQ PR \| 07057
Singapore Trust Beneficiary Appointment, or Revocation of Appointment, of Trustee of Policy Moneys Form 3	This form can only be used to appoint, or revoke the appointment, of one or more trustees of policy moneys payable under one relevant policy. For use in the Singapore market only.	Singapore (SG)	Trust Literature	English (EN)	FOS	Making a change to your policy	This form can only be used to appoint, or revoke the appointment, of one or more trustees of policy moneys payable under one relevant policy. For use in the Singapore market only. Trust Literature Singapore Trust Beneficiary Appointment, or Revocation of Appointment, of Trustee of Policy Moneys Form 3 ULQ PR \| 07055
Singapore Trust Beneficiary Form 4 – Revocable Nomination	This form can only be used to make a revocable nomination in respect of one relevant policy. For use in the Singapore market only.	Singapore (SG)	Operational Forms	English (EN)	FOS	Making a change to your policy	This form can only be used to make a revocable nomination in respect of one relevant policy. For use in the Singapore market only. Operational Forms Singapore Trust Beneficiary Form 4 – Revocable Nomination ULQ PR \| 07056
Singapore Trust Beneficiary Nomination Form 1	The Trust Beneficiary Nomination for is for use in the Singapore market only and is to be used to make a trust nomination in respect of one relevant policy only.	Singapore (SG)	Operational Forms	English (EN)	FOS	Making a change to your policy	The Trust Beneficiary Nomination for is for use in the Singapore market only and is to be used to make a trust nomination in respect of one relevant policy only. Operational Forms Singapore Trust Beneficiary Nomination Form 1 ULQ PR \| 07053
Singapore Trust Beneficiary Revocation of Nomination Form 2	This form can only be used to revoke a trust nomination made in respect of one relevant policy.	Singapore (SG)	Operational Forms	English (EN)	FOS	Making a change to your policy	This form can only be used to revoke a trust nomination made in respect of one relevant policy. Operational Forms Singapore Trust Beneficiary Revocation of Nomination Form 2 ULQ PR \| 07054
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.	Rest of the World, United Kingdom (UK)	Operational Forms	English (EN)	FOS	New Policy	This form can be used should the settlors like to include additional wishes be taken into account with regard to the Declaration of Trust. Operational Forms Utmost International Isle of Man Letter of Wishes Form ULQ PR \| 05862
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.	Europe Expat, Middle East, Rest of the World	Operational Forms	English (EN)	FOS	Surrender or Claim	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. Operational Forms Request for Fixed Account Loan Withdrawal Form ULQ PR \| 04839
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.	Europe Expat, Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK)	Guides and Supporting Documents	English (EN)	FOS	New Policy	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. Guides and Supporting Documents Utmost International Isle of Man Intermediary Terms of Business ULQ PR \| 03546
Declaration of Loss or Non-receipt of Policy Form	This declaration form can be used if your Utmost International Isle of Manpolicy documents were lost, destroyed or never received.	Middle East, Rest of the World, Singapore (SG)	Operational Forms	English (EN)	FOS	New Policy	This declaration form can be used if your Utmost International Isle of Manpolicy documents were lost, destroyed or never received. Operational Forms Declaration of Loss or Non-receipt of Policy Form ULQ PR \| 01944
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.	Rest of the World	Trust Literature	English (EN)	FOS	New Policy	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. Trust Literature Retained Interest Trust Joint Settlor Declaration of Trust Form ULQ PR \| 01041
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.	Rest of the World	Trust Literature	English (EN)	FOS	New Policy	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. Trust Literature Retained Interest Trust Single Settlor Declaration of Trust Form ULQ PR \| 01042
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.	Middle East, Rest of the World	Operational Forms	English (EN)	FOS	Making a change to your policy	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 Delegated Switching Authority Form ULQ PR \| 00838
UIIOM MAS Notice 124 Public Disclosure	UIIOM Singapore Public Disclosure Issued in accordance with MAS 124The Monetary Authority of Singapore (MAS) requires certain disclosures to be made which enable market participants to assess information on a business’s risk profile, performance and capital and risk management procedures. This document is designed to provide these disclosures.	Singapore (SG)	Compliance and Risk Collateral (privacy notices/footers etc)	English (EN)	FOS		UIIOM Singapore Public Disclosure Issued in accordance with MAS 124The Monetary Authority of Singapore (MAS) requires certain disclosures to be made which enable market participants to assess information on a business’s risk profile, performance and capital and risk management procedures. This document is designed to provide these disclosures. Compliance and Risk Collateral (privacy notices/footers etc) UIIOM MAS Notice 124 Public Disclosure ULQ \| 10023
Novation Agreement	This agreement is used where the servicing rights for a number of Utmost International Isle of Man Limited policies, former Quilter UPE policies or Alpha International products, administered by Utmost Wealth Solutions are being transferred from one financial adviser firm to another following a novation.This form is to be completed by financial advisers only.	United Kingdom (UK)	Operational Forms	English (EN)	FOS	Making a change to your policy	This agreement is used where the servicing rights for a number of Utmost International Isle of Man Limited policies, former Quilter UPE policies or Alpha International products, administered by Utmost Wealth Solutions are being transferred from one financial adviser firm to another following a novation.This form is to be completed by financial advisers only. Operational Forms Novation Agreement UL PR 0243
Key Information Document for Utmost Deferred Distribution Fund	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses.	United Kingdom (UK)	Key Information Document	English (EN)	FOS	New Policy	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document for Utmost Deferred Distribution Fund UL PR 0187
Key Information Document – Utmost Money Swedish Krona Fund	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses.	United Kingdom (UK)	Key Information Document	English (EN)	FOS	New Policy	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document – Utmost Money Swedish Krona Fund UL PR 0184
Key Information Document – Utmost Money Euro Fund	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses.	United Kingdom (UK)	Key Information Document	English (EN)	FOS	New Policy	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document – Utmost Money Euro Fund UL PR 0185
Key Information Document – Utmost Money Dollar Fund	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses.	United Kingdom (UK)	Key Information Document	English (EN)	FOS	New Policy	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document – Utmost Money Dollar Fund UL PR 0182
Key Information Document Utmost Money Sterling Fund	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses.	United Kingdom (UK)	Key Information Document	English (EN)	FOS	New Policy	This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document Utmost Money Sterling Fund UL PR 0183
Legal Entity Identifiers (LEI)	We are frequently asked questions relating to trusts and the requirement to obtain an LEI. This communication is designed to provide clarity regarding LEIs and when an LEI is required for an Utmost International Isle of Man Limited bond that is held in trust	United Kingdom (UK)	Compliance and Risk Collateral (privacy notices/footers etc)	English (EN)		New Policy	We are frequently asked questions relating to trusts and the requirement to obtain an LEI. This communication is designed to provide clarity regarding LEIs and when an LEI is required for an Utmost International Isle of Man Limited bond that is held in trust Compliance and Risk Collateral (privacy notices/footers etc) Legal Entity Identifiers (LEI) UL PR 0149
UWS Technical Sales Briefing – The Residence Nil Rate Band	Technical briefing looking at the Residence Nil Rate Band and IHT planning – TSB.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	Technical briefing looking at the Residence Nil Rate Band and IHT planning – TSB. Tax and regulatory Literature/technical sales aids and literature UWS Technical Sales Briefing – The Residence Nil Rate Band UL PR 0148
Budget Tracker Timeline from November 2025	UK Budget Tracker Timeline from November 2025	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS		UK Budget Tracker Timeline from November 2025 Tax and regulatory Literature/technical sales aids and literature Budget Tracker Timeline from November 2025 UL PR 00487
Pay-By-Link Multi-Currency Bilingual English and Traditional Chinese	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited Hong Kong Branch client and pay regular premiums into your Executive Wealthbuilder Account, International Mortgage Account, Managed Account Plus, Managed Capital Account, Managed Pension Account, or Managed Savings Account, regardless of your current payment method, you can use the Pay-By-Link service.	Hong Kong (HK)	Operational Forms	English (EN)		Making a change to your policy, New Policy	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited Hong Kong Branch client and pay regular premiums into your Executive Wealthbuilder Account, International Mortgage Account, Managed Account Plus, Managed Capital Account, Managed Pension Account, or Managed Savings Account, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms Pay-By-Link Multi-Currency Bilingual English and Traditional Chinese UL PR 00451
Details of Telegraphic Transfers	This document includes the banking details for Utmost International Isle of Man Limited Hong Kong Branch	Hong Kong (HK)	Operational Forms	English (EN)	FOS	New Policy	This document includes the banking details for Utmost International Isle of Man Limited Hong Kong Branch Operational Forms Details of Telegraphic Transfers UL PR 00453
UIIOM Pay-By-Link Euro	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account inEuro, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, Middle East, Rest of the World, United Kingdom (UK)	Operational Forms	English (EN)	FOS	Making a change to your policy	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account inEuro, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UIIOM Pay-By-Link Euro UL PR 00439
UIIOM Pay-By-Link Pound Sterling	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account inPound Sterling, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, Middle East, Rest of the World, United Kingdom (UK)	Operational Forms	English (EN)	FOS	Making a change to your policy	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account inPound Sterling, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms UIIOM Pay-By-Link Pound Sterling UL PR 00450
UIIOM Pay-By-Link Hong Kong Dollar	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums in Hong Kong Dollar, regardless of your current payment method, you can use the Pay-By-Link service to pay into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account.	Hong Kong (HK)	Operational Forms	English (EN)		Making a change to your policy	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums in Hong Kong Dollar, regardless of your current payment method, you can use the Pay-By-Link service to pay into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account. Operational Forms UIIOM Pay-By-Link Hong Kong Dollar UL PR 00437
Pay-By-Link US Dollar	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account inUS Dollar, regardless of your current payment method, you can use the Pay-By-Link service.	Europe Expat, Middle East, Rest of the World, United Kingdom (UK)	Operational Forms	English (EN)	FOS	Making a change to your policy	This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account inUS Dollar, regardless of your current payment method, you can use the Pay-By-Link service. Operational Forms Pay-By-Link US Dollar UL PR 00438
Technical Sales Briefing – Corporate Investment into Offshore Bonds	Technical briefing looking at corporate investments into international bonds – TSB	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)		New Policy	Technical briefing looking at corporate investments into international bonds – TSB Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Corporate Investment into Offshore Bonds UL PR 0043
Utmost International Isle of Man Client Information and Change of Details Form	This form is intended for Utmost International Isle of Man Limited customers who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number.	Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK)	Operational Forms	English (EN)	FOS	Making a change to your policy	This form is intended for Utmost International Isle of Man Limited 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 Utmost International Isle of Man Client Information and Change of Details Form UL PR 00397
Technical Sales Briefing – Deficiency relief	Technical Sales Briefing – A technical briefing looking at Deficiency relief, how it is calculated and its effect on international bonds -TSB	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)		New Policy	Technical Sales Briefing – A technical briefing looking at Deficiency relief, how it is calculated and its effect on international bonds -TSB Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Deficiency relief UL PR 0040
Notifying us of a Bereavement	This document describes how to notify us of a death and what our certification requirements are in relation to Death Certificate and Grant of Probate.This document is issued by Utmost International Isle of Man and is only relevant to UK resident individuals.	United Kingdom (UK)	Operational Forms	English (EN)		Making a change to your policy	This document describes how to notify us of a death and what our certification requirements are in relation to Death Certificate and Grant of Probate.This document is issued by Utmost International Isle of Man and is only relevant to UK resident individuals. Operational Forms Notifying us of a Bereavement UL PR 00377
Know Your Client – Source of Funding and Verification of Identity	This form is issued by Utmost International Isle of Man and should be completed 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.	Europe Expat, Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK)	Operational Forms	English (EN)	FOS	New Policy	This form is issued by Utmost International Isle of Man and should be completed 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. Operational Forms Know Your Client – Source of Funding and Verification of Identity UL PR 00391
Transferring Ownership of a Bond UIIOM	Transferring Ownership of a Bond – Assignments and Policy Splits (UIIOM).	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	Making a change to your policy	Transferring Ownership of a Bond – Assignments and Policy Splits (UIIOM). Tax and regulatory Literature/technical sales aids and literature Transferring Ownership of a Bond UIIOM UL PR 00365
Technical Sales Briefing – Tax Planning Using Bonds: ‘One-off Withdrawals’	Technical briefing looking at offshore bond and one-off withdrawals – TSB	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	Technical briefing looking at offshore bond and one-off withdrawals – TSB Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Tax Planning Using Bonds: ‘One-off Withdrawals’ UL PR 0037
UIIOM Strength and Stability Brochure (Investor Protection)	UIIOM Strength and Stability Brochure (Investor Protection – Intermediary version)	Hong Kong (HK), Rest of the World, United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	Addition to your Policy, Making a change to your policy, New Policy	UIIOM Strength and Stability Brochure (Investor Protection – Intermediary version) Tax and regulatory Literature/technical sales aids and literature UIIOM Strength and Stability Brochure (Investor Protection) UL PR 00364
Technical Sales Briefing – Tax Planning Using Bonds – Additional Investments	This technical briefing is part of a series intended to shine a light on various areas of overseas single premium bond taxation from the point of view of a UK resident investor.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	This technical briefing is part of a series intended to shine a light on various areas of overseas single premium bond taxation from the point of view of a UK resident investor. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Tax Planning Using Bonds – Additional Investments UL PR 0036
A Guide to Online Dealing	A Guide to Online Dealing	United Kingdom (UK)	Investment literature/Strategies	English (EN)	FOS	Making a change to your policy	A Guide to Online Dealing Investment literature/Strategies A Guide to Online Dealing UL PR 00344
Terms of Appointment of Investment Adviser	This document explains the terms of appointing an Investment Adviser.	United Kingdom (UK)	Operational Forms	English (EN)	FOS	New Policy	This document explains the terms of appointing an Investment Adviser. Operational Forms Terms of Appointment of Investment Adviser UL PR 00350
Technical Sales Briefing – Utmost International Isle of Man Limited Bank Assignments	This technical briefing has been designed to provide clarity with respect to bank ‘assignments’ and the processes we follow at Utmost International Isle of Man Limited	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)		New Policy	This technical briefing has been designed to provide clarity with respect to bank ‘assignments’ and the processes we follow at Utmost International Isle of Man Limited Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Utmost International Isle of Man Limited Bank Assignments UL PR 0032
Assignment of Policy for Surrender Form	This Assignment and Surrender Form can be used for assigning of policies for immediate surrender.	United Kingdom (UK)	Operational Forms	English (EN)	FOS	Making a change to your policy, Surrender or Claim	This Assignment and Surrender Form can be used for assigning of policies for immediate surrender. Operational Forms Assignment of Policy for Surrender Form UL PR 00334
Utmost International Isle of Man Limited – Corporate Infographic – English	Utmost International Isle of Man Who We Are	Hong Kong (HK), Middle East, Rest of the World, Singapore (SG), United Kingdom (UK)	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	FOS	New Policy	Utmost International Isle of Man Who We Are Product Guides/Brochures/Snapshots and Training Materials Utmost International Isle of Man Limited – Corporate Infographic – English UL PR 00305
Technical Sales Briefing – Danger of Using Partial Surrenders	Technical Sales Briefing – Danger of using partial surrenders – TSB	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)		New Policy	Technical Sales Briefing – Danger of using partial surrenders – TSB Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Danger of Using Partial Surrenders UL PR 0030
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.	Rest of the World	Compliance and Risk Collateral (privacy notices/footers etc)	English (EN)	FOS	New Policy	Details about how we use your information, your rights over how we use this information and how you can exercise your rights. Compliance and Risk Collateral (privacy notices/footers etc) Utmost International – Privacy Notice UL BR 0004
UIIOM Corporate Infographic – Who we are (Traditional Chinese)	Company background on Utmost International Isle of Man Limited in one page.	Hong Kong (HK)	Marketing Collateral	Chinese (Traditional) (ZH)	FOS	New Policy	Company background on Utmost International Isle of Man Limited in one page. Marketing Collateral UIIOM Corporate Infographic – Who we are (Traditional Chinese) UL \| 25146
Utmost International Isle of Man – A proud history with a bright future	Marketing Collateral Utmost International Isle of Man – A proud history with a bright future UL \| 25190		Marketing Collateral	English (EN)	FOS		Marketing Collateral Utmost International Isle of Man – A proud history with a bright future UL \| 25190
Multi-Product Nomination of External Manager or Custodian	This form can be used to nominate or replace an External Manager or Custodian.This is not for use with former Quilter products.	United Kingdom (UK)	Operational Forms	English (EN)	FOS	Making a change to your policy, New Policy	This form can be used to nominate or replace an External Manager or Custodian.This is not for use with former Quilter products. Operational Forms Multi-Product Nomination of External Manager or Custodian IOM PR 0110
Utmost Isle of Man Limited With Profits Fund series 3, 4 and 5 in Pound sterling, US dollar and Euro	The Utmost Unit-linked With Profits Fund is wholly invested into the Aviva With-Profits Sub-Fund. This update is designed to give you information about how your investment is performing.	United Kingdom (UK)	Investment literature/Strategies	English (EN)	FOS	New Policy	The Utmost Unit-linked With Profits Fund is wholly invested into the Aviva With-Profits Sub-Fund. This update is designed to give you information about how your investment is performing. Investment literature/Strategies Utmost Isle of Man Limited With Profits Fund series 3, 4 and 5 in Pound sterling, US dollar and Euro IOM PR 0104
Technical Sales Briefing – Calculating and Reporting Periodic Charges	Many years have now passed since the changes to the relevant property regime back in 2006 and trustees will need to be aware of their responsibility in assessing whether a charge to inheritance tax (IHT) is due in respect of policies written subject to discretionary trusts issued post 21 March 2006.This Technical Sales Briefing has been designed to explain the ten yearly periodic charge which could be applicable to such policies. It also clarifies the reporting requirements for trustees, what information they will require and looks at what Utmost International Isle of Man Limited will be doing to support settlors, trustees and advisers in this process.	United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	Making a change to your policy	Many years have now passed since the changes to the relevant property regime back in 2006 and trustees will need to be aware of their responsibility in assessing whether a charge to inheritance tax (IHT) is due in respect of policies written subject to discretionary trusts issued post 21 March 2006.This Technical Sales Briefing has been designed to explain the ten yearly periodic charge which could be applicable to such policies. It also clarifies the reporting requirements for trustees, what information they will require and looks at what Utmost International Isle of Man Limited will be doing to support settlors, trustees and advisers in this process. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Calculating and Reporting Periodic Charges IOM PR 0100
Application Form for Additional Single Premium Investment for Trustee and Corporate Trustee Applicants	Application Form for Trustee and Corporate Trustee Applicants who wish to apply for Additional Single Premium Investment with Utmost International Isle of Man.	United Kingdom (UK)	Application Form	English (EN)		Making a change to your policy	Application Form for Trustee and Corporate Trustee Applicants who wish to apply for Additional Single Premium Investment with Utmost International Isle of Man. Application Form Application Form for Additional Single Premium Investment for Trustee and Corporate Trustee Applicants IOM PR 0081
Discounted Gift Trust – Absolute Trust	This Trust Deed is to be used to convert an existing Evolution bond into a Discounted Gift Trust	United Kingdom (UK)	Trust Literature	English (EN)	FOS	Making a change to your policy	This Trust Deed is to be used to convert an existing Evolution bond into a Discounted Gift Trust Trust Literature Discounted Gift Trust – Absolute Trust IOM PR 0074
Discounted gift trust – discretionary trust	This Trust Deed is designed to be used only with pre-existing Evolution bonds, which meet the necessary criteria for conversion to a Discounted Gift Trust arrangement. This Trust Deed should be used alongside the Discounted Gift Trust Supplementary Application Form. Please speak to your financial adviser for details.	United Kingdom (UK)	Trust Literature	English (EN)	FOS	Making a change to your policy	This Trust Deed is designed to be used only with pre-existing Evolution bonds, which meet the necessary criteria for conversion to a Discounted Gift Trust arrangement. This Trust Deed should be used alongside the Discounted Gift Trust Supplementary Application Form. Please speak to your financial adviser for details. Trust Literature Discounted gift trust – discretionary trust IOM PR 0073
Terms of Business and Application Form for Intermediaries	These Terms of Business regulate the relationship between Utmost International Isle of Man Limited and the Intermediary.	United Kingdom (UK)	Operational Forms	English (EN)	FOS	New Policy	These Terms of Business regulate the relationship between Utmost International Isle of Man Limited and the Intermediary. Operational Forms Terms of Business and Application Form for Intermediaries IOM PR 0058
Nomination of Investment Adviser – Utmost International Isle of Man	Please use this form to nominate an investment adviser.This form is not for use with form Quilter International policies.	United Kingdom (UK)	Operational Forms	English (EN)		Making a change to your policy	Please use this form to nominate an investment adviser.This form is not for use with form Quilter International policies. Operational Forms Nomination of Investment Adviser – Utmost International Isle of Man IOM PR 0057
Appointment of Financial Adviser – Utmost International Isle of Man	Please use this form to appointment a financial adviser.	United Kingdom (UK)	Operational Forms	English (EN)	FOS	Making a change to your policy	Please use this form to appointment a financial adviser. Operational Forms Appointment of Financial Adviser – Utmost International Isle of Man IOM PR 0032
Online dealing access authorisation form for clients	This form provides access for UK investment advisers to place deals online	United Kingdom (UK)	Operational Forms	English (EN)	FOS		This form provides access for UK investment advisers to place deals online Operational Forms Online dealing access authorisation form for clients IOM PR 0034
Deed appointing additional trustee(s)	This draft deed is provided for the consideration of the parties and their legal advisers only.This deed should be completed when the Settlor(s), in accordance with the terms of the of the trust, has the power to appoint trustees.	United Kingdom (UK)	Trust Literature	English (EN)		New Policy	This draft deed is provided for the consideration of the parties and their legal advisers only.This deed should be completed when the Settlor(s), in accordance with the terms of the of the trust, has the power to appoint trustees. Trust Literature Deed appointing additional trustee(s) IOM PR 0029
Dealing Account Overdraft Clearance Instruction Form	Please use this form to inform Utmost on what actions you would like to take in order to clear your overdraft.	United Kingdom (UK)	Operational Forms	English (EN)		Making a change to your policy	Please use this form to inform Utmost on what actions you would like to take in order to clear your overdraft. Operational Forms Dealing Account Overdraft Clearance Instruction Form IOM PR 0021
Deed of retirement of trustees for trusts where the settlor has power of appointment	This draft deed is provided for the consideration of the parties and their legal adviser only.	United Kingdom (UK)	Trust Literature	English (EN)		Making a change to your policy	This draft deed is provided for the consideration of the parties and their legal adviser only. Trust Literature Deed of retirement of trustees for trusts where the settlor has power of appointment IOM PR 0020
Investor Declaration – UK Products	For Utmost International Isle of Man Limited policies within the UK market. You must read and sign this Declaration if you wish to link your bond to unregulated collective investment schemes and certain close substitutes, together known as non-mainstream pooled investments, which are investments that are generally restricted to sophisticated investors and high net worth individuals.	United Kingdom (UK)	Operational Forms	English (EN)	FOS	Making a change to your policy	For Utmost International Isle of Man Limited policies within the UK market. You must read and sign this Declaration if you wish to link your bond to unregulated collective investment schemes and certain close substitutes, together known as non-mainstream pooled investments, which are investments that are generally restricted to sophisticated investors and high net worth individuals. Operational Forms Investor Declaration – UK Products IOM PR 0011
Investment Switch Request Form	This form should be used for policies that are invested within Guided Architecture only.	United Kingdom (UK)	Operational Forms	English (EN)		Making a change to your policy	This form should be used for policies that are invested within Guided Architecture only. Operational Forms Investment Switch Request Form IOM PR 0012
Utmost International Isle of Man Limited Complaints Procedure	This document details our complaints procedure.	United Kingdom (UK)	Guides and Supporting Documents	English (EN)	FOS	New Policy	This document details our complaints procedure. Guides and Supporting Documents Utmost International Isle of Man Limited Complaints Procedure IOM PR 0001
Utmost International Isle of Man Limited Sterling Deposit Rates	Utmost International Isle of Man Limited Sterling Deposit Rates Indication Sheet	United Kingdom (UK)	Investment literature/Strategies	English (EN)	FOS		Utmost International Isle of Man Limited Sterling Deposit Rates Indication Sheet Investment literature/Strategies Utmost International Isle of Man Limited Sterling Deposit Rates AWI PR 0016
Lost Policy Declaration	Please use this form to declare that your Utmost International Isle of Man Limited policy is lost.	United Kingdom (UK)	Operational Forms	English (EN)	FOS	Making a change to your policy	Please use this form to declare that your Utmost International Isle of Man Limited policy is lost. Operational Forms Lost Policy Declaration AWI PR 0011
Education Fees Planning Case Study	This document informs clients how they can plan to pay their grandchildren’s education fees	Europe Expat, United Kingdom (UK)	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	Making a change to your policy	This document informs clients how they can plan to pay their grandchildren’s education fees Tax and regulatory Literature/technical sales aids and literature Education Fees Planning Case Study AWI PR 0008

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