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New Policy

Application Form

Executive Investment Account Application for a New Policy or an Additional Investment

Please use this application to apply for Utmost International Isle of Man Limited’s Executive Investment Account. To apply you must be an individual, entity or trustee acting on behalf of a trust that qualifies as a Singapore Accredited Investor.
Application Form for Individuals Applying for Focus (Singapore) with Utmost Worldwide

Application Form for Individuals Applying for Focus (Singapore). For use in Singapore Only.
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.
Application Form for Top Up or New Investors into Executive Investment Account (Discretionary) with Utmost International Isle of Man

Application Form for Top Up or New Investors into Executive Investment Account (Discretionary). For Accredited Investors, Individual, Joint, Corporate and Trustee Investors.
Insurability Information of Second Life Assured Form for Silk Life Plan with Utmost International Limited. Singapore Accredited Investors only.

Insurability Information of Second Life Assured Form for Silk Life Plan. Singapore Accredited Investors only.
Application Form for the Trustee of QROPS, QNUPS, IPP or SIPP for adding to your Executive Investment Account or opening a new account from Utmost International Isle of Man Limited

Application Form for setting up a new account or adding to your Executive Investment Account for the Trustee of the QROPS, QNUPS, IPP or SIPP who have Acceptable Applicant Status (Accredited Investor). Please note that you will also need to fill out the Tax Declaration and Self Certification document.
Application Form for Individual, Corporate and Trustee Investors for Tailored Life Plan

Application Form for Individual, Corporate and Trustee 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.

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.
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 Requirements Guide

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

Investment literature/Strategies

Focus (Singapore) ILP Sub-Funds Overview

Focus (Singapore) ILP Sub-Funds Overview. Should be read along with ILP Sub-Funds Brochure.
Focus ILP Sub-Funds Brochure

Focus ILP Sub-Funds Brochure listing offered ILP Sub-Funds
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.
Wealth solutions from Utmost International – HNW (Chinese)

How our solutions can help with wealth planning.

Operational Forms (not application form)

Current Financial Information Request

Please use this form, if you have an Utmost Worldwide policy, to confirm your current taxation status, residence, and financial information.
Request Remuneration to Your Financial Adviser

Please use this form to pay an ongoing service fee or ongoing service charge to your financial adviser. For use with former Quilter International Products only.
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).
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.
Tax Declaration and Self-Certification for Trusts

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 trusts where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust.
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.
Singapore Nomination of Beneficiary Form 4 – Revocable Nomination – UW Version

Singapore Nomination of Beneficiary Form 4 – Revocable Nomination. This form can only be used to make a revocable nomination in respect of one relevant Utmost Worldwide Limited policy.
Cross-Border Independent Financial Advice Notice (Singapore)

This form should be used where you want to declare that you have sought unsolicited cross border financial advice – Singapore only.
Focus Cooling off Notice (Singapore)

This form should be used where you want to avail of your cancellation rights ‘cooling-off’ under your Focus Plan issued in Singapore.
Professional Portfolio Structured Product Confirmation (Singapore)

This form should be used where you want to include structured products as underlying investments on your Singapore issued Professional Portfolio Plan.
US Person Declaration Form (Singapore)

This form should be used where you are a non-US resident US Person wishing to buy or increase the investment in your Singapore issued Utmost Worldwide Limited Plan.
Unit Linked Investment Services Authority Form (Singapore)

This form should be used where you want to appoint an Investment Adviser to your unit-linked Utmost Worldwide Limited Plan issued in Singapore.
Specimen Signature Form (Singapore)

This form should be used were your proof of identity documents do not include a signature or where the signature differs from you current signature on an Utmost Worldwide Limited Plan (Singapore)
Source of Funds Questionnaire (Singapore)

This form should be used where you want to provide us with information in relation to the source of funds used to purchase your Utmost Worldwide Limited Plan in Singapore.
Payment Card Mandate (Singapore)

This form should be used were you want to pay your premium Utmost Worldwide Limited plan by Visa or Mastercard (Singapore)
Online Service Centre Registration (as an individual) Request (Singapore)

This form should be used were you want to register (as an Individual) for access to our Online Service Centre on an Utmost Worldwide Limited plan (Singapore)
Professional Portfolio Appointment of an Investment Manager Request (Singapore)

This form should be used were you want to request the appointment of an Investment Manger to your Utmost Worldwide Limited Professional Portfolio Plan (Singapore)
Never received / Lost Policy Declaration (Singapore)

This form should be used were you hold an Utmost Worldwide Plan and want to declare that you have never received or have lost your policy documents and provide an indemnity in our favour in the event of us paying a claim without the original documents (Singapore).
Income Payment Request – Singapore

This form should be used were you want to take a regular withdrawal from your Utmost Worldwide Limited Plan (Singapore)
Application for GIRO – Singapore

This form should be used were you want to apply to pay your Utmost Worldwide Limited plan’s premiums by GIRO (Singapore)
Beneficial Owner Identification Form – Singapore

This form should be used were you want to provide details of the Beneficial Owner Identification on your Utmost Worldwide Limited plan (Singapore)
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
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.
Failed Regular Withdrawal Form

This form is to be completed where a regular withdrawal has not been paid due to insufficient value in the nominated asset.
Nominated asset for regular withdrawals

To ensure regular withdrawals are paid, you must select one or more asset from which the payment will be made. Alternatively, the Transaction Account can be selected to fund withdrawals. Please tick the appropriate box below
Declaration form for continued insurability SILK Life Plan

Since the date of your application and information disclosure to Utmost International dated
Supplementary Declaration and Application for SILK Life Plans

Supplementary Declaration and Application for Hong Kong and Singapore SILK Life plan clients. Used to declare that you accept the addition, amendments and corrections to your application.
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.
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).
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

Policy Terms and Conditions for Focus Life

Policy Terms and Conditions for Utmost Worldwide Singapore branch’s Focus Life.
This is an Endorsement to Policy Terms and Conditions to Include Bespoke Assets as an Asset in the Portfolio Fund

N/A
Policy Terms and Conditions for Silk Life Plan

Policy Terms and Conditions for Utmost International Isle of Man Limited – Singapore branch’s Silk Life Plan. This product is only suitable for Singapore Accredited Investors.
Declarations for the Executive Investment Account, Flexible Investment Account and Investment Account

Declarations that apply to all applicants for Utmost International Isle of Man Limited Singapore branch’s Executive Investment Account, Flexible Investment Account and Investment Account.
Details of your Policy Executive Investment Account Policy Terms and Conditions

Policy Terms and Conditions for Utmost International Isle of Man Limited Singapore Branch’s Executive Investment Account – available in Singapore to Accredited Investors.

Product Guides/Brochures/Snapshots and Training Materials

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.
Focus Product Summary (Singapore)

Focus Product Summary (Singapore)
Wealth Interactive Third Party and Other Users Matrix

A quick user guide showing what functionality is available to each user role
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.
Tailored Life Trust Brochure

A guide to the Utmost International Isle of Man Tailored Life Trust with VUL
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.
Silk product brochure (Singapore – Chinese)

Client brochure promoting the benefits of investing in the Silk Life Plan.
Silk Life Plan Product Summary

This Utmost International Isle of Man Limited Product Summary of the Silk Life Plan, available to Accredited Investors in Singapore, should be read before applying for a Silk Life Plan.
Silk At A Glance (Singapore – Chinese)

This at a glance document highlights the main features of the Silk Life Plan.
Silk Life Product Summary (Chinese)

This document is a summary of the product and should be read before investing in the Silk Life Plan.
Silk Life Plan Product Brochure

Utmost International Isle of Man Limited brochure promoting the benefits of investing in the Silk Life Plan for Accredited Investors in Singapore.
Silk Life Plan At a Glance

This at a glance document from Utmost International Isle of Man Limited highlights the main features of the Silk Life Plan available to Accredited Investors in Singapore.
Executive Investment Account Product Brochure

Utmost International Isle of Man Limited product brochure promoting the benefits of investing in the Executive Investment Account; available in Singapore to Accredited Investors only.
Executive Investment Account Product Summary

This Utmost International Isle of Man Limited document is a summary of the product and should be read, by Singapore Accredited Investors, before applying for an Executive Investment Account.
Utmost International Isle of Man Limited – Corporate Infographic – English

Utmost International Isle of Man Who We Are

Right to Change Your Mind Forms and guides/KFD

FOCUS Life Plan Key Features Document (Singapore)

Focus Life Plan Key Features Document (Singapore). This document highlights the key features of Focus

Tax and regulatory Literature/technical sales aids and literature

Succession Planning for China Tax Residents

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.
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.
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.
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.
Individual International Tax Compliance (Singapore)

This form should be used were you are an Singapore resident individual with anUtmost Worldwide Limited Plan and want to self-certify your tax compliance (Singapore)
Entity International Tax Compliance Form (Singapore)

This form should be used were you are an entity and want to self-certify your tax compliance for anUtmost Worldwide Limited bond (Singapore)
Lifestyle Trust Adviser Brochure

This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about.
Authorised Custodian Model Guide – Singapore

A guide to help you understand our Authorised Custodian Model.
Authorised custodian model (Chinese) – Singapore

A guide to help you understand our Authorised Custodian Model.
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.
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).
Doing business with Utmost International – Electronic Submissions in Singapore

The process highlighted in this document applies to Utmost International Isle of Man Limited Singapore Branch products.
The super six sales aid (Chinese)

This document provides a high-level summary of some of the key UK taxation benefits which an Utmost International – Isle of Man offshore bond can provide to a UK expatriate investor.
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.
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.
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.
The Lucky Eight Sales Aid (Chinese)

This document highlights eight key benefits for China tax residents using investment-linked life insurance policies.
The Lucky Eight Sales Aid

This document highlights eight key benefits for China tax residents using investment-linked life insurance policies.
Succession Planning for Clients who are China Tax Residents

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.
Succession planning for clients who are china tax residents – Chinese

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.
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.
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.
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.
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.
Executive Investment Account Reasons Why Document

This document suggests some of the ‘reasons why’ to invest in this product that you may wish to incorporate within your recommendation letters for your clients.
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.
Silk Concept Sheet – Business continuation buy/sell (Singapore – Chinese)

Business continuation buy/sell sales aid – Chinese version.
Silk Concept Sheet – Legacy planning (Singapore – Chinese)

Sales aid in Chinese. Legacy planning with the Silk Life Plan.
Silk Concept Sheet – Privacy Protection (Singapore – Chinese)

Sales aid in Chinese with information about privacy protection with the Silk Life Plan.
Silk Concept Sheet – Privacy Protection (Singapore – English)

Sales aid in English with information about privacy protection with the Silk Life Plan.
Silk Concept Sheet – Legacy Planning (Singapore) (English)

Legacy planning with the Silk Life Plan. Sales aid in English.
Silk Concept Sheet – Business Continuation Buy/Sell (Singapore – English)

Business continuation buy/sell sales aid. English version.
UIIOM Singapore Public Disclosure

The 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 and applies to Utmost International Isle of Man Limited Singapore Branch.
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.
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.
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.
Declaración de Impuestos y Autocertificación para Trusts

Declaración de Impuestos y Autocertificación para Trusts

Change your Policy

Application Form

Application Form for an Online Service Account and Appointment of a Lead Policyholder on Wealth Interactive with Utmost International Portfolio Bonds

Application Form for an Online Service Account and Appointment of a Lead Policyholder on Wealth Interactive with Utmost International Portfolio Bonds.

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

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.
Focus (Singapore) ILP Sub-Funds Overview

Focus (Singapore) ILP Sub-Funds Overview. Should be read along with ILP Sub-Funds Brochure.
Focus ILP Sub-Funds Brochure

Focus ILP Sub-Funds Brochure listing offered ILP Sub-Funds
Focus ILP Sub-Funds Performance

Focus ILP Sub-Funds Performance
Flexible Investment Account Asset Nomination Form

Asset Nomination Form. For use with the Flexible Investment Account only.
Utmost International Isle of Man Portfolio Bond Dealing Instruction Form and Guidance Notes

This form can be used for the sale and purchase of funds for all Utmost International Isle of Man Portfolio Bonds.

Operational Forms (not application form)

Current Financial Information Request

Please use this form, if you have an Utmost Worldwide policy, to confirm your current taxation status, residence, and financial information.
Request Remuneration to Your Financial Adviser

Please use this form to pay an ongoing service fee or ongoing service charge to your financial adviser. For use with former Quilter International Products only.
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.
Tax Declaration and Self-Certification for Trusts

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 trusts where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust.
Singapore Nomination of Beneficiary Form 4 – Revocable Nomination – UW Version

Singapore Nomination of Beneficiary Form 4 – Revocable Nomination. This form can only be used to make a revocable nomination in respect of one relevant Utmost Worldwide Limited policy.
Professional Portfolio Structured Product Confirmation (Singapore)

This form should be used where you want to include structured products as underlying investments on your Singapore issued Professional Portfolio Plan.
Change of Details Form – UWWS

This form can be used if you are an existing Utmost Worldwide Limited customer to notify us if you have changed your name and/or specimen signature, your address, your email address, your telephone number.
Unit-Linked Alteration of ILP Sub Funds (Singapore)

This form should be used where you want to Change the ILP Sub Funds underlying your Utmost Worldwide Limited unit-linked Plan purchased in Singapore.
Vision Reinstatement Request Form (Singapore)

This form should be used where you want to request reinstatement of your Utmost Worldwide Limited Vision Plan (Singapore)
Regular Premium Increase and Single Premium Top-Up Request (Singapore)

This form should be used where you want to request a regular premium increase or a single premium top-up on your Utmost Worldwide Limited unit-linked Plan which was purchased in Singapore.
US Person Declaration Form (Singapore)

This form should be used where you are a non-US resident US Person wishing to buy or increase the investment in your Singapore issued Utmost Worldwide Limited Plan.
Unit Linked Investment Services Authority Form (Singapore)

This form should be used where you want to appoint an Investment Adviser to your unit-linked Utmost Worldwide Limited Plan issued in Singapore.
Specimen Signature Form (Singapore)

This form should be used were your proof of identity documents do not include a signature or where the signature differs from you current signature on an Utmost Worldwide Limited Plan (Singapore)
Regular Premium Reduction Request (Singapore)

This form should be used where you want to request a regular premium reduction on your Utmost Worldwide Limited regular premium Plan if purchased in Singapore.
Declaration of an Assignment – Singapore

This form should be used were you want to notify us of an Assignment of your Utmost Worldwide Limited Plan (Singapore)
Professional Portfolio Additional Premium Request (Singapore)

This form should be used were you want to request an additional Premium on your Utmost Worldwide Limited Professional Portfolio Plan (Singapore)
Online Service Centre Registration (as an individual) Request (Singapore)

This form should be used were you want to register (as an Individual) for access to our Online Service Centre on an Utmost Worldwide Limited plan (Singapore)
Professional Portfolio Fixed Deposit Placement Request (Singapore)

This form should be used were you want to have a Fixed Deposit included in the investments underlying your Utmost Worldwide Limited Professional Portfolio Plan (Singapore)
Professional Portfolio Dealing Instruction Form (Singapore)

This form should be used were you want to instruct us to deal in the Investment Instruments underlying your Utmost Worldwide Limited Professional Portfolio Plan (Singapore)
Professional Portfolio Appointment of an Investment Manager Request (Singapore)

This form should be used were you want to request the appointment of an Investment Manger to your Utmost Worldwide Limited Professional Portfolio Plan (Singapore)
Payment Card Mandate (Singapore)

This form should be used were you want to pay your premium Utmost Worldwide Limited plan by Visa or Mastercard (Singapore)
Application for GIRO – Singapore

This form should be used were you want to apply to pay your Utmost Worldwide Limited plan’s premiums by GIRO (Singapore)
Change of Address Form – Singapore

This form should be used where you want to notify us of a change of address and you originally bought your Plan from Utmost Worldwide Limited in Singapore.
Beneficial Owner Identification Form – Singapore

This form should be used were you want to provide details of the Beneficial Owner Identification on your Utmost Worldwide Limited plan (Singapore)
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.
Appointing a Fund Adviser

This form can be used with Utmost International Isle of Man Limited orUtmost PanEurope dac a range of portfolio bonds available in all regions (except Hong Kong).
Appointment of an Authorised Custodian(s) Form

This form can be used if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac. to appoint an authorised custodian in respect of your bond/ account/plan/ policy. For use with the following products – European Portfolio Bond, European Wealth Bond, Executive Investment Plan, International Portfolio Bond, International Wealth Bond, Swedish Executive Portfolio, Silk Life Plan, and Tailored Life Plan.
Letter of authorisation for Authorised Custodian Account Form

This letter of authorisation permits the authorised individual to carry out actions in respect of the accounts opened by Utmost International Isle of Man Limited or Utmost PanEurope dac. with the authorised custodian.
Amendment to Wealth Interactive, Policyholder Online Service Terms (Providing Limited Access)

This form allows Trustee Policyholders to request online access for their Clients/Members.
Amendment to Wealth Interactive, Policyholder Online Service Terms

This form allows Trustee Policyholders to request online access for their Clients/Members.
Change of financial adviser

For use if you wish to remove a financial adviser and would like to stop correspondence or information in respect of your policies going through this financial adviser.
Executive Investment Account – Discretionary Change in DAM form

Request for Utmost International Isle of Man limited to change a Discretionary Asset Manager
Request to appoint a DAM (Singapore)

Request for Utmost International Isle of Man Limited to Appoint a Discretionary Asset Manager (On a Discretionary Basis) For use with the Executive Investment Account and Silk Life Plan only. For Singapore use only
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.
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.
Deed of Assignment Singapore

This deed should be used for Utmost International Isle of Man Singapore products only. It is a deed of assignment for one or more assignees.
Letter of Authorisation- Silk Life Plan

Use this document to authorise an individual or entity to make investment decisions and provide instructions to the Authorised Custodian in respect of your Utmost International Isle of Man Limited Silk Life Plan.
QROPS QNUPS SIPP Investment Adviser Appointment Authorisation Executive Investment Account

This form is to be used by the Trustees to appoint the Pension Member as an Investment Adviser on the Executive Investment Account.
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
Isle of Man Unit-Linked Policy Switch Form

This form can be used to switch your clients’ investments or change the funds in which future regular investments are invested for Utmost International Isle of Man Limited unit-linked policies, including – Managed Capital Account, Managed Pension Account, Managed Savings Account or Executive Wealth builder Account.
Utmost International Isle of Man Client Information and Change of Details Form

This form can be used if you are an existing Utmost International Isle of Man customer to notify us if you have changed your name and/or specimen signature, your address, your email address, your telephone number.

Policy Conditions

Policy Terms and Conditions for Focus Life

Policy Terms and Conditions for Utmost Worldwide Singapore branch’s Focus Life.
This is an Endorsement to Policy Terms and Conditions to Include Bespoke Assets as an Asset in the Portfolio Fund

N/A

Tax and regulatory Literature/technical sales aids and literature

Focus Single Premium Top-Up

This document outlines the advantages of adding single premiums to a Focus plan for Utmost Worldwide, Singapore Branch.
Kenya tax note

Taxation of an Offshore Life Assurance or Redemption Policy Purchased Outside of Kenya by a Kenyan Resident
Australian tax residents – life policies – Chinese

This document is an overview of the taxation of Utmost International Life bonds owned by an individual who returns or moves to Australia and becomes an Australian resident.
Entity International Tax Compliance Form (Singapore)

This form should be used were you are an entity and want to self-certify your tax compliance for anUtmost Worldwide Limited bond (Singapore)
Individual International Tax Compliance (Singapore)

This form should be used were you are an Singapore resident individual with anUtmost Worldwide Limited Plan and want to self-certify your tax compliance (Singapore)
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.
Silk Concept Sheet – Estate equalisation (Singapore – Chinese)

Sales aid in Chinese for the Silk Life Plan – Estate Equalisation
Silk Concept Sheet – Estate Equalisation (Singapore) English

Sales aid in English for the Silk Life Plan – Estate Equalisation

Trust Literature

Deed of Assignment Form

This deed can be used to assign a policy in several scenarios, such as gifting or transfers.For use with a policy issued under Isle of Man or English law. This deed should be used with ex-Quilter products or the following range of product types only: Swedish Executive Portfolio, Executive Investment Bonds/Portfolios (including European and Spanish Collective Investment Bond), Wealth Portfolio Bonds, Managed Capital Accounts, or Life Insurance Portfolios (including those written on life cover or life cover plus)
Singapore Trust Beneficiary Nomination Form 1

This form can only be used to make a trust nomination in respect of one relevant policy.
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 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.
Singapore Trust Beneficiary Form 4 – Revocable Nomination

This form can only be used to make a revocable nomination in respect of one relevant policy.
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.
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.

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)

Professional Portfolio Payment Surrender Form

If you purchased your Utmost Worldwide Limited Professional Portfolio Plan in Singapore, use this from to request a full surrender, partial surrender or regular withdrawal.
Claim For Death Benefit (Singapore)

This form should be used where you want to notify us of a death benefit claim under a Utmost Worldwide Limited Plan which was purchased in Singapore.
Never received / Lost Policy Declaration (Singapore)

This form should be used were you hold an Utmost Worldwide Plan and want to declare that you have never received or have lost your policy documents and provide an indemnity in our favour in the event of us paying a claim without the original documents (Singapore).
Professional Portfolio Discharge and Request for Payment Form (Singapore)

This form should be used were you want to request accept final payment and discharge us from all future liabilities (Singapore) under your Utmost Worldwide Limited plan
Portfolio Bond Withdrawal / Surrender Form

Surrender and Withdrawal Request Form for Portfolio Bond
Death Claim Form

This form can be used to notify us of the death of the policy holder on the Utmost International Isle of Man Life Insurance Portfolio, Silk Life Plan and Tailored Life Plan.
Silk Life Plan Terminal Illness Claim Form to be completed by the policyholder when the relevant Life Assured is diagnosed with a Terminal Illness
Request for Withdrawal or Surrender – Life Insurance Portfolio, Tailored Life Plan and Silk Life Plan

This form should only be used to request a partial or full surrender from a Life Insurance Portfolio, SILK Life Plan or Tailored Life Plan.

Policy Conditions

Policy Terms and Conditions for Focus Life

Policy Terms and Conditions for Utmost Worldwide Singapore branch’s Focus Life.

Tax and regulatory Literature/technical sales aids and literature

Entity International Tax Compliance Form (Singapore)

This form should be used were you are an entity and want to self-certify your tax compliance for anUtmost Worldwide Limited bond (Singapore)
Individual International Tax Compliance (Singapore)

This form should be used were you are an Singapore resident individual with anUtmost Worldwide Limited Plan and want to self-certify your tax compliance (Singapore)
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.
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.

Customer Support

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Online Service Login

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Document Library

Utmost Wealth Solutions

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Literature Library – Singapore