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Title	Description	Insurer	Asset Type	Language	Product	Regime	Process	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	Addition to your Policy, New Policy	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 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	Making a change to your policy, New Policy	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
Έγγραφο Βασικών Πληροφοριών (‘KID’) – Private Client Portfolio	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 Luxembourg S.A	Key Information Document	Greek (EL)	Private Client Portfolio	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 Έγγραφο Βασικών Πληροφοριών (‘KID’) – Private Client Portfolio ULU_KID_LU_PCP_GR_EUR_EL PR
Key Information Document (‘KID’)	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 Luxembourg S.A	Key Information Document	English (EN)	Private Client Portfolio	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 Key Information Document (‘KID’) ULU_KID_LU_PCP_GR_EUR_EN PR
Αίτηση εξαγοράς / Surrender request	Use this form to request the surrender of your policy/contract – Greece	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	English (EN), Greek (EL)	Non Product Specific	FOS		Use this form to request the surrender of your policy/contract – Greece Surrender/Claim/Withdrawal/Switch Αίτηση εξαγοράς / Surrender request ULU PCON1506
Αίτηση μερικής εξαγοράς / Partial surrender request	Use this form to request a withdrawal from your policy/contract – Greece	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	English (EN), Greek (EL)	Non Product Specific	FOS		Use this form to request a withdrawal from your policy/contract – Greece Surrender/Claim/Withdrawal/Switch Αίτηση μερικής εξαγοράς / Partial surrender request ULU PCON1508
Αίτηση για παροχή λόγω Θανάτου / Death Claim	Use this form to initiate a death claim – Greece	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	English (EN), Greek (EL)	Non Product Specific	FOS		Use this form to initiate a death claim – Greece Surrender/Claim/Withdrawal/Switch Αίτηση για παροχή λόγω Θανάτου / Death Claim ULU PCON1497
Δήλωση Απορρήτου / Privacy Notice	Privacy Notice for Greece. This document is bilingual Greek and English.	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	English (EN), Greek (EL)	Non Product Specific	FOS		Privacy Notice for Greece. This document is bilingual Greek and English. Client Letters/Indemnity/Data Protection Δήλωση Απορρήτου / Privacy Notice ULU CONT4429-WEB
Δήλωση Απορρήτου / Privacy Notice	Privacy Notice – Greek/English version – Greece	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	English (EN), Greek (EL)	Non Product Specific	FOS		Privacy Notice – Greek/English version – Greece Client Letters/Indemnity/Data Protection Δήλωση Απορρήτου / Privacy Notice ULU CONT4429
ΠΑΡΆΡΤΗΜΑ: ΕΠΕΝΔΥΤΙΚΟΊ ΚΑΝΌΝΕΣ ΓΙΑ ΕΣΩΤΕΡΙΚΆ ΚΕΦΆΛΑΙΑ	Table of Luxembourg Investment Rules	Utmost Luxembourg S.A	Investment literature/Strategies	Greek (EL)	Non Product Specific	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies ΠΑΡΆΡΤΗΜΑ: ΕΠΕΝΔΥΤΙΚΟΊ ΚΑΝΌΝΕΣ ΓΙΑ ΕΣΩΤΕΡΙΚΆ ΚΕΦΆΛΑΙΑ ULU CONT4028
Επενδυτικό Προφίλ (Απόκλιση) / Investment Profile (Deviation)	Use this form to request a deviation from your investment profile	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN), Greek (EL)	Non Product Specific	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Επενδυτικό Προφίλ (Απόκλιση) / Investment Profile (Deviation) ULU CONT3603
Privacy Notice	Privacy Notice – English version	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	English (EN)	Non Product Specific	FOS		Privacy Notice – English version Client Letters/Indemnity/Data Protection Privacy Notice ULU CONT3337-WEB
Confirmation of Client contact details used for the Electronic Signing of documents	Confirmation of Client contact details used for the Electronic Signing of documents	Utmost Luxembourg S.A	Operational Forms	English (EN)	Non Product Specific	FOS		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Confirmation of Client contact details used for the Electronic Signing of documents ULU CONNECT1046

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