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Title	Description	Language	Product	Regime	Process	Excerpt
Private Wealth Portfolio – How to minimise foreign tax on dividend income	A sales aid to explain tax relief at source on foreign withholding tax.	English (EN)	Private Wealth Portfolio - Italy, Private Wealth Portfolio - Portugal, Private Wealth Portfolio - Spain, Private Wealth Portfolio - UK, Private Wealth Portfolio (PWP) France		New Policy	A sales aid to explain tax relief at source on foreign withholding tax. Tax and regulatory Literature/technical sales aids and literature Private Wealth Portfolio – How to minimise foreign tax on dividend income UPE PR 12746
Technical Sales Briefing – Trustee Delegation	This briefing is designed to explain how some of the duties and powers of trustees can be delegated to other people	English (EN)	Non Product Specific		New Policy	This briefing is designed to explain how some of the duties and powers of trustees can be delegated to other people Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Trustee Delegation UPE PR 12427
Utmost PanEurope Investor Protection Brochure	This guide describes certain aspects of the legal and regulatory framework applicable to Utmost PanEurope dac in Ireland, created in order to safeguard policyholders through effective governance, risk management and oversight related to insurer financial strength and solvency.	English (EN)	Non Product Specific	FOS	New Policy	This guide describes certain aspects of the legal and regulatory framework applicable to Utmost PanEurope dac in Ireland, created in order to safeguard policyholders through effective governance, risk management and oversight related to insurer financial strength and solvency. Tax and regulatory Literature/technical sales aids and literature Utmost PanEurope Investor Protection Brochure UPE PR 00128
Generation Planning Bond at a Glance	A brief overview of Utmost PanEurope dac’s Generation Planning Bond.	English (EN)	Generation Planning Bond	FOS	New Policy	A brief overview of Utmost PanEurope dac’s Generation Planning Bond. Tax and regulatory Literature/technical sales aids and literature Generation Planning Bond at a Glance UI PR 0081
Generation Planning Bond Suitability Paragraphs	These Utmost PanEurope dac’s Generation Planning Bond suitability sample paragraphs and their content are for your information and consideration only.	English (EN)	Generation Planning Bond	FOS	New Policy	These Utmost PanEurope dac’s Generation Planning Bond suitability sample paragraphs and their content are for your information and consideration only. Tax and regulatory Literature/technical sales aids and literature Generation Planning Bond Suitability Paragraphs UI PR 0065
Legal Entity Identifier Notice – Utmost PanEurope dac	Legal Entity Identifier Notice – Utmost PanEurope dac.	English (EN)	Non Product Specific	FOS	New Policy	Legal Entity Identifier Notice – Utmost PanEurope dac. Tax and regulatory Literature/technical sales aids and literature Legal Entity Identifier Notice – Utmost PanEurope dac UI PR 0031
Selection at a Glance	This is an infographic with information about the Selection bond.	English (EN)	Selection	FOS	New Policy	This is an infographic with information about the Selection bond. Tax and regulatory Literature/technical sales aids and literature Selection at a Glance ALE PR 0041
Delegation at a Glance	This infographic highlights some of the key features of Utmost PanEurope dac’s Delegation bond.	English (EN)	Delegation	FOS	New Policy	This infographic highlights some of the key features of Utmost PanEurope dac’s Delegation bond. Tax and regulatory Literature/technical sales aids and literature Delegation at a Glance ALE PR 0040
Delegation suitability paragraphs	These sample paragraphs and their content are for your information and consideration only.	English (EN)	Delegation		Making a change to your policy, New Policy	These sample paragraphs and their content are for your information and consideration only. Tax and regulatory Literature/technical sales aids and literature Delegation suitability paragraphs ALE PR 0008
Selection suitability paragraphs	These Utmost PanEurope dac’s Selection Bond suitability sample paragraphs and their content are for your information and consideration only.	English (EN)	Selection	FOS		These Utmost PanEurope dac’s Selection Bond suitability sample paragraphs and their content are for your information and consideration only. Tax and regulatory Literature/technical sales aids and literature Selection suitability paragraphs ALE PR 0009

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