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Title	Description	Insurer	Market	Asset Type	Product	Regime	Process	Excerpt
Solicitud de Rescate Parcial Regular / Regular Withdrawal Request	Use this form to request a regular withdrawal from your policy/contract – Spain	Spain (ES)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	Non Product Specific	FOS		Use this form to request a regular withdrawal from your policy/contract – Spain Surrender/Claim/Withdrawal/Switch Solicitud de Rescate Parcial Regular / Regular Withdrawal Request ULU PCON1443
Solicitud de Rescate Parcial / Withdrawal request	Use this form to request a withdrawal from your policy/contract – Spain	Spain (ES)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	Non Product Specific	FOS		Use this form to request a withdrawal from your policy/contract – Spain Surrender/Claim/Withdrawal/Switch Solicitud de Rescate Parcial / Withdrawal request ULU PCON1015
Pay-By-Link Guía De Usuario	Utmost Wealth Solutions Pay-By-Link Guía De Usuario		Utmost Wealth Solutions	Guides and Supporting Documents	Non Product Specific		Making a change to your policy, New Policy	Utmost Wealth Solutions Pay-By-Link Guía De Usuario Guides and Supporting Documents Pay-By-Link Guía De Usuario UWS PR 00448
Spanish Collective Investment Bond Documento de Datos Fundamentales	Este documento contiene información clave sobre este producto de inversión. La información, prescrita por la ley, tiene por objeto aclarar las características del producto, sus riesgos, costes, posibles ganancias y pérdidas.	Spain (ES)	Utmost PanEurope	Key Information Document	Spanish Collective Investment Bond	FOS	New Policy	Este documento contiene información clave sobre este producto de inversión. La información, prescrita por la ley, tiene por objeto aclarar las características del producto, sus riesgos, costes, posibles ganancias y pérdidas. Key Information Document Spanish Collective Investment Bond Documento de Datos Fundamentales UPEQ PR \| 14413
PWP España Formulario de Condiciones Particulares del Seguro Extraviadas / Nunca Recibidas	Operational Forms PWP España Formulario de Condiciones Particulares del Seguro Extraviadas / Nunca Recibidas UPE_WS PR 00062	Spain (ES)	Utmost PanEurope	Operational Forms	Private Wealth Portfolio - Spain	FOS	New Policy	Operational Forms PWP España Formulario de Condiciones Particulares del Seguro Extraviadas / Nunca Recibidas UPE_WS PR 00062
PWP España Formulario de firma	Operational Forms PWP España Formulario de firma UPE_WS PR 00061	Spain (ES)	Utmost PanEurope	Operational Forms	Private Wealth Portfolio - Spain		New Policy	Operational Forms PWP España Formulario de firma UPE_WS PR 00061
PWP España Solicitud de Acceso Directo a Información	Operational Forms PWP España Solicitud de Acceso Directo a Información UPE_WS PR 00060	Spain (ES)	Utmost PanEurope	Operational Forms	Private Wealth Portfolio - Spain		New Policy	Operational Forms PWP España Solicitud de Acceso Directo a Información UPE_WS PR 00060
PWP España Formulario de Autocertificación de Cumplimiento Fiscal Internacional	Operational Forms PWP España Formulario de Autocertificación de Cumplimiento Fiscal Internacional UPE_WS PR 00059	Spain (ES)	Utmost PanEurope	Operational Forms	Private Wealth Portfolio - Spain		Making a change to your policy, New Policy	Operational Forms PWP España Formulario de Autocertificación de Cumplimiento Fiscal Internacional UPE_WS PR 00059
PWP España Formulario de cambio de nombre y domicilio	Operational Forms PWP España Formulario de cambio de nombre y domicilio UPE_WS PR 00058	Spain (ES)	Utmost PanEurope	Operational Forms	Private Wealth Portfolio - Spain		Making a change to your policy	Operational Forms PWP España Formulario de cambio de nombre y domicilio UPE_WS PR 00058
Irlanda como centro Europeo para los seguros de vida unit-linked	Este documento destinado a mediadores de seguro resume por qué Irlanda es la jurisdicción óptima en Europa para los seguros de vida unit-linked.	Spain (ES)	Utmost PanEurope	Marketing Collateral	Private Wealth Portfolio - Spain	FOS	Adviser Technical Insights and Webinars, New Policy	Este documento destinado a mediadores de seguro resume por qué Irlanda es la jurisdicción óptima en Europa para los seguros de vida unit-linked. Marketing Collateral Irlanda como centro Europeo para los seguros de vida unit-linked UPE_WS \| 05339
PWP España Snapshot	This document is a Snapshot of information for PWP Spain, English version.	Spain (ES)	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Private Wealth Portfolio - Spain		New Policy	This document is a Snapshot of information for PWP Spain, English version. Product Guides/Brochures/Snapshots and Training Materials PWP España Snapshot UPE_WS \| 04651
PWP España Formulario de Notificación de Prenda	Operational Forms PWP España Formulario de Notificación de Prenda UPE_WS \| 04585	Spain (ES)	Utmost PanEurope	Operational Forms	Private Wealth Portfolio - Spain		Making a change to your policy, New Policy	Operational Forms PWP España Formulario de Notificación de Prenda UPE_WS \| 04585
PWP España Formulario de Estrategia de Inversión	Investment literature/Strategies PWP España Formulario de Estrategia de Inversión UPE_WS \| 04501	Spain (ES)	Utmost PanEurope	Investment literature/Strategies	Private Wealth Portfolio - Spain		Making a change to your policy, New Policy	Investment literature/Strategies PWP España Formulario de Estrategia de Inversión UPE_WS \| 04501
PWP España Formulario de Prima Adicional	Operational Forms PWP España Formulario de Prima Adicional UPE_WS \| 04500	Spain (ES)	Utmost PanEurope	Operational Forms	Private Wealth Portfolio - Spain		Making a change to your policy	Operational Forms PWP España Formulario de Prima Adicional UPE_WS \| 04500
PWP España Formulario de Designación de Beneficiarios	Operational Forms PWP España Formulario de Designación de Beneficiarios UPE_WS \| 04482	Spain (ES)	Utmost PanEurope	Operational Forms	Private Wealth Portfolio - Spain		New Policy	Operational Forms PWP España Formulario de Designación de Beneficiarios UPE_WS \| 04482
PWP España Formulario de Solicitud de Rescate y de Rescate regular	Operational Forms PWP España Formulario de Solicitud de Rescate y de Rescate regular UPE_WS \| 04481	Spain (ES)	Utmost PanEurope	Operational Forms	Private Wealth Portfolio - Spain		New Policy	Operational Forms PWP España Formulario de Solicitud de Rescate y de Rescate regular UPE_WS \| 04481
PWP España Formulario de solicitud de prestación de fallecimiento o supervivencia	PWP España Formulario de solicitud de prestación de fallecimiento o supervivencia.	Spain (ES)	Utmost PanEurope	Application Form	Private Wealth Portfolio - Spain		New Policy	PWP España Formulario de solicitud de prestación de fallecimiento o supervivencia. Application Form PWP España Formulario de solicitud de prestación de fallecimiento o supervivencia UPE_WS \| 04480
Private Wealth Portfolio Espana Formulario de Solicitud	Private Wealth Portfolio Espana Formulario de Solicitud.	Spain (ES)	Utmost PanEurope	Application Form	Private Wealth Portfolio - Spain	FOS	New Policy	Private Wealth Portfolio Espana Formulario de Solicitud. Application Form Private Wealth Portfolio Espana Formulario de Solicitud UPE_WS \| 04357
PWP España Nota Informativa	Product Guides/Brochures/Snapshots and Training Materials PWP España Nota Informativa UPE_WS \| 04312	Spain (ES)	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Private Wealth Portfolio - Spain	FOS	New Policy	Product Guides/Brochures/Snapshots and Training Materials PWP España Nota Informativa UPE_WS \| 04312
PWP España Condiciones Generales Del Seguro	PWP España Condiciones Generales Del Seguro	Spain (ES)	Utmost PanEurope	Policy Conditions	Private Wealth Portfolio - Spain	FOS	New Policy	PWP España Condiciones Generales Del Seguro Policy Conditions PWP España Condiciones Generales Del Seguro UPE_WS \| 04311
PWP España Formulario de Notificación de Asignación de Póliza	Operational Forms PWP España Formulario de Notificación de Asignación de Póliza UPE PR 12483	Spain (ES)	Utmost PanEurope	Operational Forms	Private Wealth Portfolio - Spain		Making a change to your policy, New Policy	Operational Forms PWP España Formulario de Notificación de Asignación de Póliza UPE PR 12483
PWP España Declaración del tomador del seguro – Intención de trasladarse a España	Operational Forms PWP España Declaración del tomador del seguro – Intención de trasladarse a España UPE PR 12459	Spain (ES)	Utmost PanEurope	Operational Forms	Private Wealth Portfolio - Spain		Making a change to your policy, New Policy	Operational Forms PWP España Declaración del tomador del seguro – Intención de trasladarse a España UPE PR 12459
PWP España Documento de Datos Fundamentales para el Inversor (DFI)	Este documento contiene información clave sobre este producto de inversión. La información, prescrita por la ley, tiene por objeto aclarar las características, los riesgos, los costes, las ganancias y las posibles pérdidas del producto.	Spain (ES)	Utmost PanEurope	Key Information Document	Private Wealth Portfolio - Spain	FOS	New Policy	Este documento contiene información clave sobre este producto de inversión. La información, prescrita por la ley, tiene por objeto aclarar las características, los riesgos, los costes, las ganancias y las posibles pérdidas del producto. Key Information Document PWP España Documento de Datos Fundamentales para el Inversor (DFI) UPE PR 00217
PWP España Declaración de Salud	Operational Forms PWP España Declaración de Salud UPE PR 00143	Spain (ES)	Utmost PanEurope	Operational Forms	Private Wealth Portfolio - Spain		New Policy	Operational Forms PWP España Declaración de Salud UPE PR 00143
Impreso para Primas Adicionales	Use this form for an addition to your policy/contract – Spain	Spain (ES)	Utmost Luxembourg S.A	Top Up/Additional Investment	Selecta Link	FOS	Addition to your Policy	Use this form for an addition to your policy/contract – Spain Top Up/Additional Investment Impreso para Primas Adicionales ULU PCON1052
Documento de datos fundamentales (“DDF”)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Spain (ES)	Utmost Luxembourg S.A	Key Information Document	Selecta Link	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento de datos fundamentales (“DDF”) ULU_KID_LU_SP_EUR_SLVariable_ES PR
Documento de datos fundamentales (“DDF”)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Spain (ES)	Utmost Luxembourg S.A	Key Information Document	Selecta Link	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento de datos fundamentales (“DDF”) ULU_KID_LU_SP_EUR_SLFree_ES PR
Documento de datos fundamentales (“DDF”)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Spain (ES)	Utmost Luxembourg S.A	Key Information Document	Selecta Link	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento de datos fundamentales (“DDF”) ULU_KID_LU_SP_EUR_SLFixed_ES PR
Documento de datos fundamentales (“DDF”)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Spain (ES)	Utmost Luxembourg S.A	Key Information Document	Selecta Link	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento de datos fundamentales (“DDF”) ULU_KID_LU_SP_EUR_SLDynamic_ES PR
Connect Sign In (Spanish)	Connect Sign In (Spanish)	Spain (ES)	Utmost Luxembourg S.A	Guides and Supporting Documents	Non Product Specific	FOS		Connect Sign In (Spanish) Guides and Supporting Documents Connect Sign In (Spanish) ULU PR 00018
Formulario de cambio de medio de comunicación y uso de firmas electrónicas / Change of Communication Means and Use of Electronic Signatures Form	Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures	Spain (ES)	Utmost Luxembourg S.A	Operational Forms	Non Product Specific	FOS		Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures Operational Forms Formulario de cambio de medio de comunicación y uso de firmas electrónicas / Change of Communication Means and Use of Electronic Signatures Form ULU PCON1518
Elección de Dirección de Correspondencia / Choice of Correspondence Address	Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures	Mexico (MX)	Utmost Luxembourg S.A	Operational Forms	Non Product Specific	FOS		Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures Operational Forms Elección de Dirección de Correspondencia / Choice of Correspondence Address ULU PCON1259
Formulario de Operaciones / Dealing Form	Use this form to request a switch of investments on your policy – Spain	Spain (ES)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	Selecta Link	FOS	Making a change to your policy	Use this form to request a switch of investments on your policy – Spain Surrender/Claim/Withdrawal/Switch Formulario de Operaciones / Dealing Form ULU PCON1212-2
Declaracion de Perdida o no Recepcion de un Contrato de Seguro de Vida	Form to be used to declare the loss of policy documents – Spain	Spain (ES)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Form to be used to declare the loss of policy documents – Spain Client Letters/Indemnity/Data Protection Declaracion de Perdida o no Recepcion de un Contrato de Seguro de Vida ULU PCON1038
Solicitud de Rescate Total	Use this form to request the surrender of your policy/contract – Spain	Spain (ES)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	Non Product Specific	FOS		Use this form to request the surrender of your policy/contract – Spain Surrender/Claim/Withdrawal/Switch Solicitud de Rescate Total ULU PCON1024
Solicitud de Pago de Prestación por Fallecimiento	Use this form to initiate a death claim – Spain	Spain (ES)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	Non Product Specific	FOS		Use this form to initiate a death claim – Spain Surrender/Claim/Withdrawal/Switch Solicitud de Pago de Prestación por Fallecimiento ULU PCON1007
Connect Resumen – Guía del usario para clientes	This user guide helps to navigate through the Connect Platform and explain functionality – Spanish version	Spain (ES)	Utmost Luxembourg S.A	Guides and Supporting Documents	Non Product Specific	FOE FOS		This user guide helps to navigate through the Connect Platform and explain functionality – Spanish version Guides and Supporting Documents Connect Resumen – Guía del usario para clientes ULU MARK2349
Connect User Guide – Total Rescue (Spanish)	Connect User Guide – Total Rescue (Spanish)	Spain (ES)	Utmost Luxembourg S.A	Guides and Supporting Documents	Non Product Specific	FOE FOS		Connect User Guide – Total Rescue (Spanish) Guides and Supporting Documents Connect User Guide – Total Rescue (Spanish) ULU MARK2181
Connect Guía de uso – Rescate Parcial	This Connect User Guide shows how to request a withdrawal – in Spanish	Spain (ES)	Utmost Luxembourg S.A	Product Guides/Brochures/Snapshots and Training Materials	Non Product Specific	FOE FOS		This Connect User Guide shows how to request a withdrawal – in Spanish Product Guides/Brochures/Snapshots and Training Materials Connect Guía de uso – Rescate Parcial ULU MARK2148
FOR NON-TIED AGENTS – Documento de datos / Fact find – Compañía/Company – Versión Agente Vinculado / Non-tied Agent version	Fact Find for NON-TIED AGENTS for the Spanish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.	Spain (ES)	Utmost Luxembourg S.A	Fact Find	Selecta Link	FOS	New Business Pack	Fact Find for NON-TIED AGENTS for the Spanish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR NON-TIED AGENTS – Documento de datos / Fact find – Compañía/Company – Versión Agente Vinculado / Non-tied Agent version ULU CONT4413
FOR NON-TIED AGENTS – Documento de datos / Fact find Versión Agente Vinculado / Non-tied agents version	Fact Find for NON-TIED AGENTS for the Spanish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.	Spain (ES)	Utmost Luxembourg S.A	Fact Find	Selecta Link	FOS	New Business Pack	Fact Find for NON-TIED AGENTS for the Spanish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR NON-TIED AGENTS – Documento de datos / Fact find Versión Agente Vinculado / Non-tied agents version ULU CONT4412
Intercambio Automático de Información – Formulario de Declaración para personas de control	Please 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 controlling persons.	Mexico (MX), Peru (PE), Spain (ES)	Utmost Luxembourg S.A	Operational Forms	Non Product Specific	FOS		Please 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 controlling persons. Operational Forms Intercambio Automático de Información – Formulario de Declaración para personas de control ULU CONT4261
Intercambio Automático de Información – Formulario de Declaración para entidades	Please 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 corporate applications.	Mexico (MX), Peru (PE), Spain (ES)	Utmost Luxembourg S.A	Operational Forms	Non Product Specific	FOS		Please 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 corporate applications. Operational Forms Intercambio Automático de Información – Formulario de Declaración para entidades ULU CONT4249
Intercambio Automático de Información – Formulario de Declaración para personas físicas	Please 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.	Mexico (MX), Peru (PE), Spain (ES)	Utmost Luxembourg S.A	Operational Forms	Non Product Specific	FOS		Please 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. Operational Forms Intercambio Automático de Información – Formulario de Declaración para personas físicas ULU CONT4240
FOR INTERMEDIARIES – Documento de datos / Fact find – Versión Intermediario / Intermediary version – Compañía/Company	Fact Find for INTERMEDIARIES for the Spanish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.	Spain (ES)	Utmost Luxembourg S.A	Fact Find	Selecta Link	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the Spanish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Documento de datos / Fact find – Versión Intermediario / Intermediary version – Compañía/Company ULU CONT4092
FOR INTERMEDIARIES – Documento de datos / Fact find – Versión Intermediario / Intermediary version – Persona física/Individual	Fact Find for INTERMEDIARIES for the Spanish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.	Spain (ES)	Utmost Luxembourg S.A	Fact Find	Selecta Link	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the Spanish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Documento de datos / Fact find – Versión Intermediario / Intermediary version – Persona física/Individual ULU CONT4090
Appendix: Reglas de inversión para fondos internos / Appendix: Investment Rules for Internal Funds	Table of Luxembourg Investment Rules	Spain (ES)	Utmost Luxembourg S.A	Investment literature/Strategies	Non Product Specific	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Appendix: Reglas de inversión para fondos internos / Appendix: Investment Rules for Internal Funds ULU CONT3839
Aviso de Privacidad / Privacy Notice	Privacy Notice – Spanish/English version	Mexico (MX)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Privacy Notice – Spanish/English version Client Letters/Indemnity/Data Protection Aviso de Privacidad / Privacy Notice ULU CONT3364-WEB
Aviso de Privacidad / Privacy Notice	Privacy Notice – Spanish/English version – Latin America	Mexico (MX), Peru (PE)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Privacy Notice – Spanish/English version – Latin America Client Letters/Indemnity/Data Protection Aviso de Privacidad / Privacy Notice ULU CONT3364
Aviso de Privacidad / Privacy Notice	Privacy Notice – Spanish/English version	Spain (ES)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Privacy Notice – Spanish/English version Client Letters/Indemnity/Data Protection Aviso de Privacidad / Privacy Notice ULU CONT3345-WEB
Declaración relativa a la Protección de Datos Personales / Declaration with regard to Personal Data Protection	Privacy Notice – Spanish/English version – Spain	Spain (ES)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Privacy Notice – Spanish/English version – Spain Client Letters/Indemnity/Data Protection Declaración relativa a la Protección de Datos Personales / Declaration with regard to Personal Data Protection ULU CONT3345
Anexo “Wealth Preservation Life Cover” – México – No Fumador	Annex containing the features for a Wealth Preservation Life Cover	Mexico (MX)	Utmost Luxembourg S.A	Application Form	Life Plan	FOS	New Business Pack	Annex containing the features for a Wealth Preservation Life Cover Application Form Anexo “Wealth Preservation Life Cover” – México – No Fumador ULU CONT3336
Listado de costes administrativos adicionales	Annex showing the activity-based charging grid	Spain (ES)	Utmost Luxembourg S.A	Operational Forms	Non Product Specific	FOS		Annex showing the activity-based charging grid Operational Forms Listado de costes administrativos adicionales ULU CONT3171
Anexo “Wealth Preservation Life Cover” – Selecta Link	Wealth Preservation Life Cover annex to the Selecta Link application form for Spain	Spain (ES)	Utmost Luxembourg S.A	Application Form	Non Product Specific	FOS	New Business Pack	Wealth Preservation Life Cover annex to the Selecta Link application form for Spain Application Form Anexo “Wealth Preservation Life Cover” – Selecta Link ULU CONT3113
Perfil de Inversión (Desviación) / Investment Profile (Deviation)	Use this form to request a deviation from your investment profile	Spain (ES)	Utmost Luxembourg S.A	Investment literature/Strategies	Non Product Specific	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Perfil de Inversión (Desviación) / Investment Profile (Deviation) ULU CONT3084
Perfil de inversión y análisis de idoneidad / Investment Profile and Suitability Assesment	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile	Spain (ES)	Utmost Luxembourg S.A	Investment literature/Strategies	Selecta Link	FOS	Addition to your Policy	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile Investment literature/Strategies Perfil de inversión y análisis de idoneidad / Investment Profile and Suitability Assesment ULU CONT3066
Anexo Modalidad Activo Fijo	Spanish investment strategy form – fixed assets	Spain (ES)	Utmost Luxembourg S.A	Investment literature/Strategies	Selecta Link	FOS		Spanish investment strategy form – fixed assets Investment literature/Strategies Anexo Modalidad Activo Fijo ULU CONT2939
Cuestionario Financiero Confidencial	Confidential Financial Questionnaire – Latin America	Mexico (MX), Spain (ES)	Utmost Luxembourg S.A	Underwriting guides/questionnaires/brochures	Non Product Specific	FOS		Confidential Financial Questionnaire – Latin America Underwriting guides/questionnaires/brochures Cuestionario Financiero Confidencial ULU CONT2945
ACUERDO DE REVELACIÓN DE INFORMACIÓN / INFORMATION DISCLOSURE AGREEMENT	Information Disclosure Agreement	Spain (ES)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection ACUERDO DE REVELACIÓN DE INFORMACIÓN / INFORMATION DISCLOSURE AGREEMENT ULU CONT2875
Selecta Link – Anexo para Solicitudes de Seguro Societarias / Addendum to the Application Form for Corporate Entities	New business application form for the Selecta Link product – Spain. Addendum dedicated to Corporate subscriptions	Spain (ES)	Utmost Luxembourg S.A	Application Form	Selecta Link	FOS	New Business Pack	New business application form for the Selecta Link product – Spain. Addendum dedicated to Corporate subscriptions Application Form Selecta Link – Anexo para Solicitudes de Seguro Societarias / Addendum to the Application Form for Corporate Entities ULU CONT2659
Intercambio Automático de Información – Formulario de Declaración para Fideicomisos	Please 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.	Mexico (MX), Spain (ES)	Utmost Luxembourg S.A	Operational Forms	Non Product Specific	FOS		Please 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. Operational Forms Intercambio Automático de Información – Formulario de Declaración para Fideicomisos ULU CONT2656
Solicitud de mejora de la categoría de inversión / Request for Investment Category Upgrade	Use this form to request a upgrade of your investment category	Spain (ES)	Utmost Luxembourg S.A	Investment literature/Strategies	Non Product Specific	FOS		Use this form to request a upgrade of your investment category Investment literature/Strategies Solicitud de mejora de la categoría de inversión / Request for Investment Category Upgrade ULU CONT2523
Solicitud de rebaja de la categoría de inversión / Demand for Investment Category Downgrade	Use this form to request a downgrade of your investment category	Spain (ES)	Utmost Luxembourg S.A	Investment literature/Strategies	Non Product Specific	FOS		Use this form to request a downgrade of your investment category Investment literature/Strategies Solicitud de rebaja de la categoría de inversión / Demand for Investment Category Downgrade ULU CONT2512
Designacion del Asesor / Appointment of the Adviser	Generic Investment Manager appointment form	Spain (ES)	Utmost Luxembourg S.A	Operational Forms	Selecta Link	FOS		Generic Investment Manager appointment form Operational Forms Designacion del Asesor / Appointment of the Adviser ULU CONT2194
FATCA Autocertificación	Please 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 controlling persons.	Mexico (MX), Spain (ES)	Utmost Luxembourg S.A	Operational Forms	Non Product Specific	FOS		Please 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 controlling persons. Operational Forms FATCA Autocertificación ULU CONT2170-6
Certificacion de Cumplimiento Tributario (PH) / Tax Compliance Certification	Stand-alone Tax Compliance Certification form – Spain	Spain (ES)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Stand-alone Tax Compliance Certification form – Spain Client Letters/Indemnity/Data Protection Certificacion de Cumplimiento Tributario (PH) / Tax Compliance Certification ULU CONT1847-2
Elección de Ley Aplicable al Contrato / Choice of Law	Use this form to perform a choice of law	Spain (ES)	Utmost Luxembourg S.A	Operational Forms	Non Product Specific	FOS		Use this form to perform a choice of law Operational Forms Elección de Ley Aplicable al Contrato / Choice of Law ULU CONT1796
Selecta Link – Version for Individuals	New business application form for the Selecta Link product – Spain	Spain (ES)	Utmost Luxembourg S.A	Application Form	Selecta Link	FOS	New Business Pack	New business application form for the Selecta Link product – Spain Application Form Selecta Link – Version for Individuals ULU CONT1739
Declaración como « Persona no Estadounidense »	Use this form to declare a status of “Non-U.S. Person”	Spain (ES)	Utmost Luxembourg S.A	Operational Forms	Non Product Specific	FOS		Use this form to declare a status of “Non-U.S. Person” Operational Forms Declaración como « Persona no Estadounidense » ULU CONT1636
Inversiones Especializadas	Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Spain	Spain (ES)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Spain Client Letters/Indemnity/Data Protection Inversiones Especializadas ULU CONT1588
Informe De Examen Médico / Medical Examination Report	Medical Examination Report – Latin America	Spain (ES)	Utmost Luxembourg S.A	Underwriting guides/questionnaires/brochures	Non Product Specific	FOS		Medical Examination Report – Latin America Underwriting guides/questionnaires/brochures Informe De Examen Médico / Medical Examination Report ULU CONT1565-2
Cuestionario Médico Complementario / Additional Medical Questionnaire	Additional Medical Questionnaire – Latin America	Spain (ES)	Utmost Luxembourg S.A	Underwriting guides/questionnaires/brochures	Non Product Specific	FOS		Additional Medical Questionnaire – Latin America Underwriting guides/questionnaires/brochures Cuestionario Médico Complementario / Additional Medical Questionnaire ULU CONT1563-2
Cuestionario Adicional Para Solicitudes Y Seguros de Vida Existentes / Questionnaire on Preexisting Life Policies and Applications	Additional Questionnaire on Preexisting Life Policies and Applications – Latin America	Spain (ES)	Utmost Luxembourg S.A	Underwriting guides/questionnaires/brochures	Non Product Specific	FOS		Additional Questionnaire on Preexisting Life Policies and Applications – Latin America Underwriting guides/questionnaires/brochures Cuestionario Adicional Para Solicitudes Y Seguros de Vida Existentes / Questionnaire on Preexisting Life Policies and Applications ULU CONT1561-2
Selecta Link – Condiciones Generales / General Conditions Simplified Version	Stand-alone version of General Conditions for the Selecta Link product – Spain	Spain (ES)	Utmost Luxembourg S.A	Policy Conditions	Selecta Link	FOS		Stand-alone version of General Conditions for the Selecta Link product – Spain Policy Conditions Selecta Link – Condiciones Generales / General Conditions Simplified Version ULU CONT1059
Confirmación de los datos de contacto del cliente utilizados para la firma electrónica de documentos / Confirmation of Client contact details used for the Electronic Signing of documents	Confirmation of Client contact details used for the Electronic Signing of documents	Mexico (MX), Spain (ES)	Utmost Luxembourg S.A	Operational Forms	Non Product Specific	FOS		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Confirmación de los datos de contacto del cliente utilizados para la firma electrónica de documentos / Confirmation of Client contact details used for the Electronic Signing of documents ULU CONNECT1051
Declaración Fiscal y Autocertificación para Trusts/Fideicomisos	Rellene este formulario para que Utmost pueda informar con precisión sobre su póliza en virtud de los acuerdos de intercambio de información fiscal pertinentes, incluidas las normas de la Ley de Cumplimiento Tributario de Cuentas Extranjeras (FATCA) y el Estándar Común de Comunicación de Reporte (CRS). Este formulario debe utilizarse para trusts en los que todos los fideicomisarios sean personas físicas. Debe ser rellenado por un fideicomisario en nombre del trust.	Europe Expat, Spain (ES), United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	Non Product Specific	FOS	Making a change to your policy, New Policy	Rellene este formulario para que Utmost pueda informar con precisión sobre su póliza en virtud de los acuerdos de intercambio de información fiscal pertinentes, incluidas las normas de la Ley de Cumplimiento Tributario de Cuentas Extranjeras (FATCA) y el Estándar Común de Comunicación de Reporte (CRS). Este formulario debe utilizarse para trusts en los que todos los fideicomisarios sean personas físicas. Debe ser rellenado por un fideicomisario en nombre del trust. Operational Forms Declaración Fiscal y Autocertificación para Trusts/Fideicomisos ULQ PR \| 21019
Declaración Fiscal y Autocertificación para Personas Fisicas	Rellene este formulario para permitir que Utmost informe con precisión sobre su póliza en virtud de los acuerdos de intercambio de información fiscal pertinentes, incluidas las normas de la Ley de Cumplimiento Tributario de Cuentas Extranjeras (FATCA) y el Estándar Común de Comunicación de Información (CRS). Este formulario debe utilizarse para los titulares de pólizas individuales, las personas autorizadas para firmar en nombre del titular de la póliza, por ejemplo, su apoderado o representante designado por un tribunal, y las personas vinculadas al fideicomiso en el que Utmost International Trustee Solutions Limited es el fideicomisario designado.	Europe Expat, Spain (ES), United Kingdom (UK)	Utmost Wealth Solutions	Operational Forms	Non Product Specific	FOS	Making a change to your policy, New Policy	Rellene este formulario para permitir que Utmost informe con precisión sobre su póliza en virtud de los acuerdos de intercambio de información fiscal pertinentes, incluidas las normas de la Ley de Cumplimiento Tributario de Cuentas Extranjeras (FATCA) y el Estándar Común de Comunicación de Información (CRS). Este formulario debe utilizarse para los titulares de pólizas individuales, las personas autorizadas para firmar en nombre del titular de la póliza, por ejemplo, su apoderado o representante designado por un tribunal, y las personas vinculadas al fideicomiso en el que Utmost International Trustee Solutions Limited es el fideicomisario designado. Operational Forms Declaración Fiscal y Autocertificación para Personas Fisicas ULQ PR \| 13271
Cuentas Unit Linked Formulario de Retiro/Cierre/VencimientoUnit Linked Unit Linked Accounts Withdrawal/Closure/Maturity Form	Este es un Formulario de Retiro/ Cierre/Vendimiento bilingüe en español e inglés para utilizar con los productos Managed Capital Account, Managed Savings Account and Managed Pension Account.This is a bilingual Spanish and English Withdrawal/Closure/Maturity Form for use with the Managed Capital Account, Managed Savings Account and Managed Pension Account products.	Europe Expat, Spain (ES)	Utmost International - IoM	Operational Forms	Managed Capital Account	FOS	Surrender or Claim	Este es un Formulario de Retiro/ Cierre/Vendimiento bilingüe en español e inglés para utilizar con los productos Managed Capital Account, Managed Savings Account and Managed Pension Account.This is a bilingual Spanish and English Withdrawal/Closure/Maturity Form for use with the Managed Capital Account, Managed Savings Account and Managed Pension Account products. Operational Forms Cuentas Unit Linked Formulario de Retiro/Cierre/VencimientoUnit Linked Unit Linked Accounts Withdrawal/Closure/Maturity Form UL PR 00431

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