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Title	Description	Insurer	Asset Type	Language	Product	Regime	Excerpt
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 of Utmost International Isle of Man Limited and Utmost PanEurope dac	Utmost Wealth Solutions	Operational Forms	English (EN)	Non Product Specific	FOS	This questionnaire seeks to obtain information and documentation from the adviser to establish the source of wealth of high-risk clients of Utmost International Isle of Man Limited and Utmost PanEurope dac Operational Forms Source of Wealth Questionnaire UWSQ PR \| 20888
Tax Declaration and Self Certification for Entity Investors	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. 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.	Utmost Wealth Solutions	Operational Forms	English (EN)	Non Product Specific	FOS	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. 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. Operational Forms Tax Declaration and Self Certification for Entity Investors UWSQ PR \| 12415
Tax Declaration and Self Certification for Individual Investors	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. 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 International Trustee Solutions Limited are the appointed trustee.	Utmost Wealth Solutions	Operational Forms	English (EN)	Non Product Specific	FOS	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. 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 International Trustee Solutions Limited are the appointed trustee. Operational Forms Tax Declaration and Self Certification for Individual Investors UWSQ PR \| 12373
Tax Declaration and Self-Certification for Trusts	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. 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.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Non Product Specific	FOS	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. 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. Tax and regulatory Literature/technical sales aids and literature Tax Declaration and Self-Certification for Trusts UTSQ PR \| 20885
French Executive Portfolio – Clause bénéficiaire démembrée avec quasi-usufruit	Please use this form if your client would like to nominate a beneficiary using a clause bénéficiaire démembrée specific to French law	Utmost PanEurope	Operational Forms	French (FR)	Non Product Specific	FOS	Please use this form if your client would like to nominate a beneficiary using a clause bénéficiaire démembrée specific to French law Operational Forms French Executive Portfolio – Clause bénéficiaire démembrée avec quasi-usufruit UPEQ PR \| 20688
KID – Apex France	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.	Utmost PanEurope	Key Information Document	English (EN)	Apex (France)	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 KID – Apex France UPE_WS PR 00123
Assignment of Policies Form for Apex France with Utmost PanEurope dac	This form can be used to reassign your Apex France policy to someone else.	Utmost PanEurope	Operational Forms	English (EN)	Apex (France)	FOS	This form can be used to reassign your Apex France policy to someone else. Operational Forms Assignment of Policies Form for Apex France with Utmost PanEurope dac UPE_WS PR 00122
Proof of Life Form for Apex France and PWP with Utmost PanEurope dac	This form can be used to confirm that the Life Assured is alive at the date of signing.	Utmost PanEurope	Operational Forms	English (EN)	Apex (France)	FOS	This form can be used to confirm that the Life Assured is alive at the date of signing. Operational Forms Proof of Life Form for Apex France and PWP with Utmost PanEurope dac UPE_WS PR 00121
Apex France Product Guide	Product Guide promoting the benefits of Apex France	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Apex (France)	FOS	Product Guide promoting the benefits of Apex France Product Guides/Brochures/Snapshots and Training Materials Apex France Product Guide UPE_WS PR 00103
Apex France Snapshot	This document provides a snapshot of APEX France. This is a document for financial advisers only.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Apex (France)	FOS	This document provides a snapshot of APEX France. This is a document for financial advisers only. Product Guides/Brochures/Snapshots and Training Materials Apex France Snapshot UPE_WS PR 00102
Application Form for Individual Investors to Apex France with Utmost PanEurope dac	Application Form for an Apex France Policy from Utmost PanEurope dac	Utmost PanEurope	Application Form	English (EN)	Apex (France)	FOS	Application Form for an Apex France Policy from Utmost PanEurope dac Application Form Application Form for Individual Investors to Apex France with Utmost PanEurope dac UPE_WS PR 00098
Utmost Wealth Solutions Company Brochure – Adviser version	Company brochure for Utmost Wealth Solutions (Financial Adviser only).	Utmost Wealth Solutions	Marketing Collateral	English (EN)	Non Product Specific	FOS	Company brochure for Utmost Wealth Solutions (Financial Adviser only). Marketing Collateral Utmost Wealth Solutions Company Brochure – Adviser version UPE_WS \| 05226
Déclaration Fiscale et Auto certification pour les Investisseurs Personnes Morales	Il vous a été demandé de remplir ce formulaire afin que la compagnie concernée puisse déclarer correctement votre contrat dans le cadre des accords d’échange d’informations fiscales, y compris FATCA et CRS.Ce formulaire doit être signé par la personne appropriée comme indiqué ci-dessous :› Pour une entreprise – Une personne qui a le pouvoir de signer, par exemple un dirigeant ou un administrateur d’une entreprise.	Utmost PanEurope	Operational Forms	French (FR)	Non Product Specific	FOS	Il vous a été demandé de remplir ce formulaire afin que la compagnie concernée puisse déclarer correctement votre contrat dans le cadre des accords d’échange d’informations fiscales, y compris FATCA et CRS.Ce formulaire doit être signé par la personne appropriée comme indiqué ci-dessous :› Pour une entreprise – Une personne qui a le pouvoir de signer, par exemple un dirigeant ou un administrateur d’une entreprise. Operational Forms Déclaration Fiscale et Auto certification pour les Investisseurs Personnes Morales UPE PR 12861
Apercu Private Wealth Portfolio France – Résidents Monégasques	Brève introduction à la structure du produit, à la flexibilité et à la définition du profil d’investissement.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Brève introduction à la structure du produit, à la flexibilité et à la définition du profil d’investissement. Product Guides/Brochures/Snapshots and Training Materials Apercu Private Wealth Portfolio France – Résidents Monégasques UPE PR 12770
Exoneration De La TVA Irlandaise	Les polices d’assurance-vie en unités de compte.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	French (FR)	Non Product Specific		Les polices d’assurance-vie en unités de compte. Tax and regulatory Literature/technical sales aids and literature Exoneration De La TVA Irlandaise UPE PR 12754
L’ Avantage De la TVA Irlandaise	L’objectif de cette note technique est d’expliquer comment le traitement de la TVA en Irlande donne aux assureurs basés en Irlande, tels qu’Utmost PanEurope Dac (‘Utmost PanEurope’), un avantage en matière de TVA par rapport aux assureurs basés dans d’autres pays européens.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	French (FR)	Non Product Specific		L’objectif de cette note technique est d’expliquer comment le traitement de la TVA en Irlande donne aux assureurs basés en Irlande, tels qu’Utmost PanEurope Dac (‘Utmost PanEurope’), un avantage en matière de TVA par rapport aux assureurs basés dans d’autres pays européens. Tax and regulatory Literature/technical sales aids and literature L’ Avantage De la TVA Irlandaise UPE PR 12753
Private Wealth Portfolio comment minimiser L’impot Etranger sur les revenus de dividendes	Explique l’allégement de l’impôt à la source sur le précompte étranger	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Explique l’allégement de l’impôt à la source sur le précompte étranger Tax and regulatory Literature/technical sales aids and literature Private Wealth Portfolio comment minimiser L’impot Etranger sur les revenus de dividendes UPE PR 12744
Mandat d’accès à l’information	Ce formulaire doit etre complété et signé par le Souscripteur lorsqu’il souhaite recevoir /donner acces aux informations des actifs sous-jacents de son Contrat .	Utmost PanEurope	Operational Forms	French (FR)	Private Wealth Portfolio (PWP) France		Ce formulaire doit etre complété et signé par le Souscripteur lorsqu’il souhaite recevoir /donner acces aux informations des actifs sous-jacents de son Contrat . Operational Forms Mandat d’accès à l’information UPE PR 12740
Gestion discrétionnaire – Transfert de titres	Ce formulaire doit être complété et signé par l’assuré et le gestionnaire de fonds discrétionnaire lorsqu’une prime additionnelle doit être versée par transfert de titres (prime en nature).	Utmost PanEurope	Operational Forms	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Ce formulaire doit être complété et signé par l’assuré et le gestionnaire de fonds discrétionnaire lorsqu’une prime additionnelle doit être versée par transfert de titres (prime en nature). Operational Forms Gestion discrétionnaire – Transfert de titres UPE PR 12442
Démembrée clause EN	Clause Beneficiaire demembree avec quasi usufruit	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Apex (France), Private Wealth Portfolio (PWP) France	FOS	Clause Beneficiaire demembree avec quasi usufruit Tax and regulatory Literature/technical sales aids and literature Démembrée clause EN UPE PR 12433
Document d’information Clé – Private Wealth Portfolio France	Ce document contient des informations clés sur ce produit d’investissement. Ces informations, prescrites par la loi, sont destinées à clarifier les caractéristiques, les risques, les coûts, les gains et les pertes potentielles du produit.	Utmost PanEurope	Key Information Document	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Ce document contient des informations clés sur ce produit d’investissement. Ces informations, prescrites par la loi, sont destinées à clarifier les caractéristiques, les risques, les coûts, les gains et les pertes potentielles du produit. Key Information Document Document d’information Clé – Private Wealth Portfolio France UPE PR 12432
PWP France Guide Des Produits	Fiche descriptive du produit d’assurance-vie PWP France et des ses caractéristiques.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Fiche descriptive du produit d’assurance-vie PWP France et des ses caractéristiques. Product Guides/Brochures/Snapshots and Training Materials PWP France Guide Des Produits UPE PR 12431
Fiche d’aperçu du produit Private Wealth Portfolio France	Ce document est un apercu des principales caracteristiques du produit PWP France.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Ce document est un apercu des principales caracteristiques du produit PWP France. Product Guides/Brochures/Snapshots and Training Materials Fiche d’aperçu du produit Private Wealth Portfolio France UPE PR 12430
PWP France Bulletin De Souscription	Formulaire à compléter et signer par le souscripteur, lors de l’adhésion au contrat d’assurance vie.	Utmost PanEurope	Application Form	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Formulaire à compléter et signer par le souscripteur, lors de l’adhésion au contrat d’assurance vie. Application Form PWP France Bulletin De Souscription UPE PR 12429
Private Wealth Portfolio France – Conditions Générales	Les Conditions Générales contiennent les informations essentielles du contrat d’assurance-vie et déterminent les droits et devoirs de chaque partie.	Utmost PanEurope	Policy Conditions	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Les Conditions Générales contiennent les informations essentielles du contrat d’assurance-vie et déterminent les droits et devoirs de chaque partie. Policy Conditions Private Wealth Portfolio France – Conditions Générales UPE PR 12428
Désignation d’un ‘Intermédiaire en Assurance	Ce formulaite est a remplir et signer par le Souscripteur et le nouvel Intermédiaire en Assurance qu’il souhaite désigner pour son Contrat.	Utmost PanEurope	Operational Forms	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Ce formulaite est a remplir et signer par le Souscripteur et le nouvel Intermédiaire en Assurance qu’il souhaite désigner pour son Contrat. Operational Forms Désignation d’un ‘Intermédiaire en Assurance UPE PR 12413
Déclaration Fiscale et Auto-certification pour les Investisseurs Individuels	Il vous a été demandé de remplir ce formulaire afin que la compagnie concernée puisse déclarer correctement votre contrat dans le cadre des accords d’échange d’informations fiscales, y compris FATCA et CRS. Ce formulaire doit être complété par:• Le titulaire de la police (parfois appelé titulaire du régime ou titulaire du compte)• Les personnes autorisées à signer au nom de l’Assuré, par exemple leur mandataire ou leur adjoint désigné par le tribunal, lorsque nous détenons les documents appropriés qui peuvent justifier l’intervention d’une personne autorisée.	Utmost PanEurope	Operational Forms	French (FR)	Non Product Specific	FOS	Il vous a été demandé de remplir ce formulaire afin que la compagnie concernée puisse déclarer correctement votre contrat dans le cadre des accords d’échange d’informations fiscales, y compris FATCA et CRS. Ce formulaire doit être complété par:• Le titulaire de la police (parfois appelé titulaire du régime ou titulaire du compte)• Les personnes autorisées à signer au nom de l’Assuré, par exemple leur mandataire ou leur adjoint désigné par le tribunal, lorsque nous détenons les documents appropriés qui peuvent justifier l’intervention d’une personne autorisée. Operational Forms Déclaration Fiscale et Auto-certification pour les Investisseurs Individuels UPE PR 00232
Personne Politiquement Exposée	Document permettant d’identifier toute personne associée au contrat qui pourrait être considérée comme une personne politiquement exposée (PPE).	Utmost PanEurope	Operational Forms	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Document permettant d’identifier toute personne associée au contrat qui pourrait être considérée comme une personne politiquement exposée (PPE). Operational Forms Personne Politiquement Exposée UPE PR 00230
Apex (France) Policy Conditions	Utmost PanEurope dac’s Policy Terms and Conditions for Apex (France) for the European Expat French market.	Utmost PanEurope	Policy Conditions	English (EN)	Apex (France)	FOS	Utmost PanEurope dac’s Policy Terms and Conditions for Apex (France) for the European Expat French market. Policy Conditions Apex (France) Policy Conditions UPE PR 00190
Guide for Individual Applicants Completing the Apex France Application Form with Utmost PanEurope dac	Guide for individual Applicants completing the Apex France Application Form with Utmost PanEurope dac.	Utmost PanEurope	Guides and Supporting Documents	English (EN)	Apex (France)	FOS	Guide for individual Applicants completing the Apex France Application Form with Utmost PanEurope dac. Guides and Supporting Documents Guide for Individual Applicants Completing the Apex France Application Form with Utmost PanEurope dac UPE PR 00167
DÉSIGNATION D’UN CONSEILLER EN INVESTISSEMENT ET D’UN DÉPOSITAIRE	Ce formulaire permet au souscripteur de nommer ou changer un conseiller en investissement et/ou un dépositiaire pour son contrat d’assurance-vie.	Utmost PanEurope	Operational Forms	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Ce formulaire permet au souscripteur de nommer ou changer un conseiller en investissement et/ou un dépositiaire pour son contrat d’assurance-vie. Operational Forms DÉSIGNATION D’UN CONSEILLER EN INVESTISSEMENT ET D’UN DÉPOSITAIRE UPE PR 00159
APEX France – Portfolio Undertaking Form	This form must be completed where an Additional Single Premium is to be paid via the transfer of assets (Premium in kind) from an existing Discretionary Fund Manager (DFM) account.	Utmost PanEurope	Operational Forms	English (EN)	Apex (France)	FOS	This form must be completed where an Additional Single Premium is to be paid via the transfer of assets (Premium in kind) from an existing Discretionary Fund Manager (DFM) account. Operational Forms APEX France – Portfolio Undertaking Form UPE PR 00145
Additional Single Premium Application Form for Apex France with Utmost PanEurope dac	Application Form for Adding Single Premiums to existing Apex France Policies.	Utmost PanEurope	Application Form	English (EN)	Apex (France)	FOS	Application Form for Adding Single Premiums to existing Apex France Policies. Application Form Additional Single Premium Application Form for Apex France with Utmost PanEurope dac UPE PR 00133
Irlande une destination Europeenne pour l’assurance vie en unites de compte	Cette brochure destinée aux intermédiaires explique les raisons pour lesquelles l’Irlande est l’endroit idéal en Europe pour l’assurance-vie en unités de compte.	Utmost PanEurope	Marketing Collateral	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Cette brochure destinée aux intermédiaires explique les raisons pour lesquelles l’Irlande est l’endroit idéal en Europe pour l’assurance-vie en unités de compte. Marketing Collateral Irlande une destination Europeenne pour l’assurance vie en unites de compte UPE \| 25146
Assurance vie basée en Irlande – Les quatre piliers de la protection de l’investisseur	Dans ce guide, nous examinons de plus près les quatre raisons pour lesquelles vous pouvez choisir en toute confiance un fournisseur d’assurance-vie basé en Irlande.	Utmost PanEurope	Marketing Collateral	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Dans ce guide, nous examinons de plus près les quatre raisons pour lesquelles vous pouvez choisir en toute confiance un fournisseur d’assurance-vie basé en Irlande. Marketing Collateral Assurance vie basée en Irlande – Les quatre piliers de la protection de l’investisseur UPE \| 05286
Formulaire d’Arbitrage	Use this form to request a switch of investments on your policy/contract – France	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	French (FR)	Non Product Specific	FOS	Use this form to request a switch of investments on your policy/contract – France Surrender/Claim/Withdrawal/Switch Formulaire d’Arbitrage ULU PCON1315
Mandat de vérification d’instructions et de réception/ transmission d’ordres pour le Fonds d’Assurance Spécialisé	Power of Attorney for the verification of the instructions for the Specialised Assurance Fund – France	Utmost Luxembourg S.A	Operational Forms	French (FR)	Non Product Specific	FOS	Power of Attorney for the verification of the instructions for the Specialised Assurance Fund – France Operational Forms Mandat de vérification d’instructions et de réception/ transmission d’ordres pour le Fonds d’Assurance Spécialisé ULU CONT4875
Mandat de réception d’instructions pour un Fonds d’Assurance Spécialisé	Power of Attorney for the reception of the instructions for the Specialised Assurance Fund – France	Utmost Luxembourg S.A	Operational Forms	French (FR)	Non Product Specific	FOS	Power of Attorney for the reception of the instructions for the Specialised Assurance Fund – France Operational Forms Mandat de réception d’instructions pour un Fonds d’Assurance Spécialisé ULU CONT4874
Nouvelle Unité de Compte constituée par un Fonds d’Assurance Spécialisé	Annex to add additional Specialised Assurance Funds to the contract/policy	Utmost Luxembourg S.A	Operational Forms	French (FR)	Private Client Portfolio	FOS	Annex to add additional Specialised Assurance Funds to the contract/policy Operational Forms Nouvelle Unité de Compte constituée par un Fonds d’Assurance Spécialisé ULU CONT4860
Nouvelle Unité de Compte constituée par un Fonds Interne Dédié	Annex to add additional Internal Dedicated Funds to the contract/policy	Utmost Luxembourg S.A	Operational Forms	French (FR)	Private Client Portfolio	FOS	Annex to add additional Internal Dedicated Funds to the contract/policy Operational Forms Nouvelle Unité de Compte constituée par un Fonds Interne Dédié ULU CONT4854
Echange Automatique de Renseignements Formulaire d’Autocertification	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.	Utmost Luxembourg S.A	Operational Forms	French (FR)	Liberté, Liberté Capitalisation	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 Echange Automatique de Renseignements Formulaire d’Autocertification ULU CONT4271
Echange Automatique de Renseignements Formulaire d’Autocertification	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.	Utmost Luxembourg S.A	Operational Forms	French (FR)	Liberté, Liberté Capitalisation	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 Echange Automatique de Renseignements Formulaire d’Autocertification ULU CONT4259
Echange Automatique de Renseignements Formulaire d’Autocertification	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.	Utmost Luxembourg S.A	Operational Forms	French (FR)	Liberté, Liberté Capitalisation	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 Echange Automatique de Renseignements Formulaire d’Autocertification ULU CONT4247
Avenant au contrat de capitalisation	“Prise de date” annex to the Liberté Capitalisation product – France	Utmost Luxembourg S.A	Operational Forms	French (FR)	Non Product Specific	FOS	“Prise de date” annex to the Liberté Capitalisation product – France Operational Forms Avenant au contrat de capitalisation ULU CONT3910
Avenant au contrat d’assurance-vie	“Prise de date” annex to the Liberté product – France	Utmost Luxembourg S.A	Operational Forms	French (FR)	Non Product Specific	FOS	“Prise de date” annex to the Liberté product – France Operational Forms Avenant au contrat d’assurance-vie ULU CONT3909
Règles d’investissement pour les Fonds Internes et Externes	Table of Luxembourg Investment Rules – Liberté Capitalisation – France	Utmost Luxembourg S.A	Investment literature/Strategies	French (FR)	Liberté Capitalisation	FOS	Table of Luxembourg Investment Rules – Liberté Capitalisation – France Investment literature/Strategies Règles d’investissement pour les Fonds Internes et Externes ULU CONT3806
Demande de classement dans une catégorie d’investissement supérieure	Use this form to request a upgrade of your investment category	Utmost Luxembourg S.A	Investment literature/Strategies	French (FR)	Liberté, Liberté Capitalisation	FOS	Use this form to request a upgrade of your investment category Investment literature/Strategies Demande de classement dans une catégorie d’investissement supérieure ULU CONT2525
Demande de classement dans une catégorie d’investissement inférieure	Use this form to request a downgrade of your investment category	Utmost Luxembourg S.A	Investment literature/Strategies	French (FR)	Liberté, Liberté Capitalisation	FOS	Use this form to request a downgrade of your investment category Investment literature/Strategies Demande de classement dans une catégorie d’investissement inférieure ULU CONT2514
FATCA Auto-Certification	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.	Utmost Luxembourg S.A	Operational Forms	French (FR)	Liberté, Liberté Capitalisation	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 Auto-Certification ULU CONT2170-2
Anti-money Laundering Guide (AML)	Utmost International Isle of Man Limited, Utmost PanEurope dac, Utmost International Trustee Solutions and Utmost Worldwide Limited Anti-Money Laundering Requirements Guide ‘AML’	Utmost Wealth Solutions Utmost Worldwide	Compliance and Risk Collateral (privacy notices/footers etc)	English (EN)	Non Product Specific	FOS	Utmost International Isle of Man Limited, Utmost PanEurope dac, Utmost International Trustee Solutions and Utmost Worldwide Limited Anti-Money Laundering Requirements Guide ‘AML’ Compliance and Risk Collateral (privacy notices/footers etc) Anti-money Laundering Guide (AML) IOM PR 0121

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