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Title	Description	Insurer	Asset Type	Language	Regime	Process	Excerpt
Letter of Authorisation for Authorised Custodian Account Form	This letter of Authorisation permits an Authorised Third-party Individual to make investment decisions in respect of the accounts opened by Utmost International Isle of Man Limited or Utmost PanEurope dac. with the Authorised Custodian.	Utmost Wealth Solutions	Operational Forms	English (EN)	FOS	Making a change to your policy	This letter of Authorisation permits an Authorised Third-party Individual to make investment decisions in respect of the accounts opened by Utmost International Isle of Man Limited or Utmost PanEurope dac. with the Authorised Custodian. Operational Forms Letter of Authorisation for Authorised Custodian Account Form UWSQ PR \| 20660
UIIOM MAS Notice 124 Public Disclosure	UIIOM Singapore Public Disclosure Issued in accordance with MAS 124The 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.	Utmost International - IoM	Compliance and Risk Collateral (privacy notices/footers etc)	English (EN)	FOS		UIIOM Singapore Public Disclosure Issued in accordance with MAS 124The 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. Compliance and Risk Collateral (privacy notices/footers etc) UIIOM MAS Notice 124 Public Disclosure ULQ \| 10023
Utmost Worldwide Source of Wealth Questionnaire	Source of Wealth Questionnaire for providing details of a client’s wealth (for high risk clients/clients subject to enhanced due diligence). This questionnaire seeks to obtain information and documentation to establish the source of wealth for Utmost Worldwide Limited clients.	Utmost Worldwide	Operational Forms	English (EN)	FOS	Making a change to your policy, New Policy	Source of Wealth Questionnaire for providing details of a client’s wealth (for high risk clients/clients subject to enhanced due diligence). This questionnaire seeks to obtain information and documentation to establish the source of wealth for Utmost Worldwide Limited clients. Operational Forms Utmost Worldwide Source of Wealth Questionnaire UWWS PR 00123
Appointing a Fund Adviser	This form can be used with Utmost International Isle of Man Limited or Utmost PanEurope dac a range of portfolio bonds available in all regions (except Hong Kong).	Utmost Wealth Solutions	Operational Forms	English (EN)	FOS	Making a change to your policy	This form can be used with Utmost International Isle of Man Limited or Utmost PanEurope dac a range of portfolio bonds available in all regions (except Hong Kong). Operational Forms Appointing a Fund Adviser UWSQ PR \| 20985
Transferring Assets to Your Bond/Account	Please use this form when transferring assets to your Plan/Bond/Policy. For use withformer Quilter International Products, not for use in Hong Kong.	Utmost Wealth Solutions	Operational Forms	English (EN)	FOS	Making a change to your policy, New Policy	Please use this form when transferring assets to your Plan/Bond/Policy. For use withformer Quilter International Products, not for use in Hong Kong. Operational Forms Transferring Assets to Your Bond/Account UWSQ PR 25131
Portfolio Bond Withdrawal / Surrender Form	Surrender and Withdrawal Request Form for Portfolio Bond	Utmost Wealth Solutions	Operational Forms	English (EN)	FOS	Surrender or Claim	Surrender and Withdrawal Request Form for Portfolio Bond Operational Forms Portfolio Bond Withdrawal / Surrender Form UWSQ PR \| 13485
Privacy Notice	Privacy Notice – English version	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	English (EN)	FOS		Privacy Notice – English version Client Letters/Indemnity/Data Protection Privacy Notice ULU CONT3337-WEB
Current Financial Information Request Form	Current Financial Information Request Form for use with a Utmost Worldwide policy, to confirm your current taxation status, residence, and financial information.	Utmost Worldwide	Source of funds/wealth	English (EN)	FOS	Making a change to your policy, New Policy	Current Financial Information Request Form for use with a Utmost Worldwide policy, to confirm your current taxation status, residence, and financial information. Source of funds/wealth Current Financial Information Request Form UWWS PR 00119
Wealth Solutions from Utmost International – HNW (English)	How our solutions can help with wealth planning.	Utmost International - IoM	Marketing Collateral	English (EN)	FOS	New Policy	How our solutions can help with wealth planning. Marketing Collateral Wealth Solutions from Utmost International – HNW (English) ULQ PR \| 13732
UW MAS Notice 124 Public Disclosure	Utmost Worldwide Limited Singapore Branch Public DisclosureThe 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.	Utmost Worldwide	Compliance and Risk Collateral (privacy notices/footers etc)	English (EN)	FOS		Utmost Worldwide Limited Singapore Branch Public DisclosureThe 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. Compliance and Risk Collateral (privacy notices/footers etc) UW MAS Notice 124 Public Disclosure UWWS \| 25149
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)	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
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.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)	FOS	Making a change to your policy	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. Tax and regulatory Literature/technical sales aids and literature Australian Tax Residents – Life Policies (Chinese) UWSQ PR \| 18272
The Super Six Sales Aid (Chinese)	This document provides a high-level summary of some of the key UK taxation benefits which anUtmost International – Isle of Man offshore bond can provide to a UK expatriate investor.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)	FOS	New Policy	This document provides a high-level summary of some of the key UK taxation benefits which anUtmost International – Isle of Man offshore bond can provide to a UK expatriate investor. Tax and regulatory Literature/technical sales aids and literature The Super Six Sales Aid (Chinese) ULQ PR \| 21315
Utmost Wealth Solutions Company Brochure – Adviser version	Company brochure for Utmost Wealth Solutions (Financial Adviser only).	Utmost Wealth Solutions	Marketing Collateral	English (EN)	FOS	New Policy	Company brochure for Utmost Wealth Solutions (Financial Adviser only). Marketing Collateral Utmost Wealth Solutions Company Brochure – Adviser version UPE_WS \| 05226
Lifestyle Trust Adviser Brochure	This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about. Tax and regulatory Literature/technical sales aids and literature Lifestyle Trust Adviser Brochure UWSQ PR \| 25093
Amendment to Wealth Interactive, Policyholder Online Service Terms (Providing Limited Access)	This form allows Trustee Policyholders to request online access for their Clients/Members.	Utmost Wealth Solutions	Operational Forms	English (EN)	FOS	Making a change to your policy	This form allows Trustee Policyholders to request online access for their Clients/Members. Operational Forms Amendment to Wealth Interactive, Policyholder Online Service Terms (Providing Limited Access) UWSQ PR \| 11544
Client Information and Change of Details Form	This form is intended for Utmost Worldwide Limited customers who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number.	Utmost Worldwide	Operational Forms	English (EN)	FOS	Making a change to your policy	This form is intended for Utmost Worldwide Limited customers who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number. Operational Forms Client Information and Change of Details Form UWWS PR 00106
Online Service Registration for Adviser Form	Online Service Registration Form should be used by Advisers/Managers in the global market to request access to the Utmost Worldwide Limited’s Online Service Centre.	Utmost Worldwide	Operational Forms	English (EN)	FOS		Online Service Registration Form should be used by Advisers/Managers in the global market to request access to the Utmost Worldwide Limited’s Online Service Centre. Operational Forms Online Service Registration for Adviser Form UWWS PR 00043
Registration Request Form for the Online Service Centre (Singapore)	Registration Request Form to gain access to Utmost Worldwide Limited’s Online Service Centre, for individual applicants in the Singapore market	Utmost Worldwide	Operational Forms	English (EN)	FOS	Making a change to your policy, New Policy	Registration Request Form to gain access to Utmost Worldwide Limited’s Online Service Centre, for individual applicants in the Singapore market Operational Forms Registration Request Form for the Online Service Centre (Singapore) UWWS PR 00019
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 withformer Quilter International Products only.	Utmost Wealth Solutions	Operational Forms	English (EN)	FOS	Making a change to your policy, New Policy	Please use this form to pay an ongoing service fee or ongoing service charge to your financial adviser. For use withformer Quilter International Products only. Operational Forms Request Remuneration to Your Financial Adviser UWSQ PR 25129
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.	Utmost Wealth Solutions	Trust Literature	English (EN)	FOS	New Policy	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. Trust Literature Deed of Assignment (Assignments to or from Corporate Entities) UWSQ PR \| 21051
Portfolio Bond Minimum Residual Value	Published minimum residual values as at February 2021	Utmost Wealth Solutions	Operational Forms	English (EN)	FOS	New Policy	Published minimum residual values as at February 2021 Operational Forms Portfolio Bond Minimum Residual Value UWSQ PR \| 21018
Digital Signature Application Form – Non UK	Digital signature application form – not for use in the UK	Utmost Wealth Solutions	Operational Forms	English (EN)	FOS	New Policy	Digital signature application form – not for use in the UK Operational Forms Digital Signature Application Form – Non UK UWSQ PR \| 20815
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)	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
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.	Utmost Wealth Solutions	Investment literature/Strategies	English (EN)	FOS	Making a change to your policy	This guide shows you how to submit a Dealing Instruction in three easy steps through Wealth Interactive. Investment literature/Strategies How to Submit a Dealing Request on Wealth Interactive UWSQ PR \| 20000
The Super Six – Tax Benefits of a Portfolio 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.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	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. Tax and regulatory Literature/technical sales aids and literature The Super Six – Tax Benefits of a Portfolio Bond for UK Expatriates UWSQ PR \| 18985
Portfolio Bond Transaction Account Overdraft Limit	The published overdraft limit of transaction accounts for applicable portfolio bonds.	Utmost Wealth Solutions	Operational Forms	English (EN)	FOS	New Policy	The published overdraft limit of transaction accounts for applicable portfolio bonds. Operational Forms Portfolio Bond Transaction Account Overdraft Limit UWSQ PR \| 14355
Kenya tax note	Taxation of an Offshore Life Assurance or Redemption Policy Purchased Outside of Kenya by a Kenyan Resident	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	Making a change to your policy	Taxation of an Offshore Life Assurance or Redemption Policy Purchased Outside of Kenya by a Kenyan Resident Tax and regulatory Literature/technical sales aids and literature Kenya tax note UWSQ PR \| 13571
Authorised custodian model (Chinese) – Singapore	A guide to help you understand our Authorised Custodian Model.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)		New Policy	A guide to help you understand our Authorised Custodian Model. Tax and regulatory Literature/technical sales aids and literature Authorised custodian model (Chinese) – Singapore UWSQ PR \| 12934
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.	Utmost Wealth Solutions	Operational Forms	English (EN)		New Policy	This form is to be completed where a regular withdrawal has not been paid due to insufficient value in the nominated asset. Operational Forms Failed Regular Withdrawal Form UWSQ PR \| 12576
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)	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 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)	FOS	Addition to your Policy, Making a change to your policy, New Policy, Surrender or Claim	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
Authorised Custodian Model Guide – Singapore	A guide to help you understand our Authorised Custodian Model.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)		New Policy	A guide to help you understand our Authorised Custodian Model. Tax and regulatory Literature/technical sales aids and literature Authorised Custodian Model Guide – Singapore UWSQ PR \| 11367
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.	Utmost Wealth Solutions	Application Form	English (EN)	FOS	Making a change to your policy	Application Form for an Online Service Account and Appointment of a Lead Policyholder on Wealth Interactive with Utmost International Portfolio Bonds. Application Form Application Form for an Online Service Account and Appointment of a Lead Policyholder on Wealth Interactive with Utmost International Portfolio Bonds UWSQ PR \| 10622
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	Utmost Wealth Solutions	Operational Forms	English (EN)	FOS	New Policy	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 Operational Forms Nominated asset for regular withdrawals UWSQ PR \| 10347
Wealth Interactive Third Party and Other Users Matrix	A quick user guide showing what functionality is available to each user role	Utmost Wealth Solutions	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	FOS	New Policy	A quick user guide showing what functionality is available to each user role Product Guides/Brochures/Snapshots and Training Materials Wealth Interactive Third Party and Other Users Matrix UWSQ PR \| 09254
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.	Utmost Wealth Solutions	Guides and Supporting Documents	English (EN)	FOS	New Policy	Terms and Conditions for our online services to be read in conjunction with the relevant intermediary terms of business. Guides and Supporting Documents Terms and Conditions for Utmost International’s Online Services (Financial Adviser) UWSQ PR \| 08340
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.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	This brochure provides information about overseas pension schemes that comply with Qualifying Non-UK Pension Scheme rules. Tax and regulatory Literature/technical sales aids and literature Qualifying Non-UK Pension Scheme Brochure – for a Flexible Future UWSQ PR \| 08077
Change of Financial Adviser	Please use this form if you wish to appoint a new or remove a financial adviser. If you remove a financial adviser this will stop all correspondence or information in respect of your policy going through that financial adviser.	Utmost Wealth Solutions	Operational Forms	English (EN)	FOS	Making a change to your policy	Please use this form if you wish to appoint a new or remove a financial adviser. If you remove a financial adviser this will stop all correspondence or information in respect of your policy going through that financial adviser. Operational Forms Change of Financial Adviser UWSQ PR \| 05271
Portfolio Bond Endorsement Request Form	This form can be used to endorse highly personalised bonds and bring into the UK regulations as well as reduce tax implications.	Utmost Wealth Solutions	Operational Forms	English (EN)	FOS	Making a change to your policy	This form can be used to endorse highly personalised bonds and bring into the UK regulations as well as reduce tax implications. Operational Forms Portfolio Bond Endorsement Request Form UWSQ PR \| 02013
Utmost International Trustee Solutions 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).	Utmost International Trustee Solutions Limited	Operational Forms	English (EN)	FOS	New Policy	For use with trusts incorporating a settlor’s investment direction (including terms of business, current fee scales and client money information sheet). Operational Forms Utmost International Trustee Solutions Client Agreement Form UTSQ PR \| 05921
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.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)		New Policy	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. Tax and regulatory Literature/technical sales aids and literature The Power of Tax Deferral (Chinese) ULQ PR \| 19539
The Lucky Eight Sales Aid (ZH SG)	This document highlights 8 key benefits for China tax residents using investment-linked life insurance policies.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)	FOS	New Policy	This document highlights 8 key benefits for China tax residents using investment-linked life insurance policies. Tax and regulatory Literature/technical sales aids and literature The Lucky Eight Sales Aid (ZH SG) ULQ PR \| 19497
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.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	English (EN)		New Policy	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. Tax and regulatory Literature/technical sales aids and literature The Importance of Trust Planning for Families Case Study ULQ PR \| 19514
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.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	English (EN)		New Policy	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. Tax and regulatory Literature/technical sales aids and literature The Importance of Trust Planning for Families Case Study ULQ PR \| 19464
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.	Utmost International - IoM	Product Guides/Brochures/Snapshots and Training Materials	Chinese (Simplified) (ZH)		New Policy	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. Product Guides/Brochures/Snapshots and Training Materials Private Placement Life Insurance brochure – Chinese ULQ PR \| 19428
The Lucky Eight Sales Aid (EN)	This document highlights 8 key benefits for China tax residents using investment-linked life insurance policies.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	This document highlights 8 key benefits for China tax residents using investment-linked life insurance policies. Tax and regulatory Literature/technical sales aids and literature The Lucky Eight Sales Aid (EN) ULQ PR \| 19417
Succession Planning for Clients who are China Tax Residents ZH SG	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.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)	FOS	New Policy	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. Tax and regulatory Literature/technical sales aids and literature Succession Planning for Clients who are China Tax Residents ZH SG ULQ PR \| 19384
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.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	English (EN)		Surrender or Claim	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. Tax and regulatory Literature/technical sales aids and literature The Power of Tax Deferral ULQ PR \| 19303
Succession Planning for Clients who are China Tax Residents ZH SG	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.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Chinese (Traditional) (ZH)	FOS	New Policy	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. Tax and regulatory Literature/technical sales aids and literature Succession Planning for Clients who are China Tax Residents ZH SG ULQ PR \| 19269
Succession Planning for China Tax Residents (EN)	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.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	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. Tax and regulatory Literature/technical sales aids and literature Succession Planning for China Tax Residents (EN) ULQ PR \| 19126
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.	Utmost International - IoM	Compliance and Risk Collateral (privacy notices/footers etc)	English (EN)	FOS	Making a change to your policy	This leaflet explains what you need to do if you are dissatisfied, and details what to expect from us when you complain. Compliance and Risk Collateral (privacy notices/footers etc) Your Complaint Utmost International Isle of Man ULQ PR \| 18910
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.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)		New Policy	This sales aid explores the main differences between the benefits of investing in a portfolio bond with nominations as opposed to writing a will. Tax and regulatory Literature/technical sales aids and literature Efficiently and effectively passing on your wealth (Chinese) ULQ PR \| 18896
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.	Utmost International - IoM	Product Guides/Brochures/Snapshots and Training Materials	English (EN)		New Policy	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. Product Guides/Brochures/Snapshots and Training Materials Private Placement Life Insurance A Tool for Structured Life Planning ULQ PR \| 18839
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.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	English (EN)		New Policy	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. Tax and regulatory Literature/technical sales aids and literature Efficiently and Effectively Passing on your Wealth Case Study ULQ PR \| 18838
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.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	The document is a sales aid and provides financial advisers with Tailored Life Trust Cumulative chargeable lifetime transfer examples. Tax and regulatory Literature/technical sales aids and literature Tailored Life Trust Cumulative Chargeable Lifetime Transfer Examples ULQ PR \| 18521
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.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	Chinese (Simplified) (ZH)		New Policy	Sales aid for financial advisers with case studies looking at UK properties held through an overseas company. Tax and regulatory Literature/technical sales aids and literature UK properties held through an overseas company (Chinese) ULQ PR \| 17927
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.	Utmost International - IoM	Application Form	English (EN)	FOS	New Policy	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 Online Data Capture Form for Submitting Business on Wealth Interactive for Utmost International Isle of Man Policies ULQ PR \| 13900
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.	Utmost International - IoM	Operational Forms	English (EN)		Making a change to your policy	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. Operational Forms Advisory Fee Authority – Unit-linked Plans ULQ PR \| 13326
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.	Utmost International - IoM	Operational Forms	English (EN)	FOS	Making a change to your policy	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. Operational Forms Enhanced Trail Commission Singapore version ULQ PR \| 13055
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.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	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. Tax and regulatory Literature/technical sales aids and literature Taxation of an Offshore Life Assurance Policy Purchased Outside of Israel by an Israeli Resident ULQ PR \| 12849
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.	Utmost International - IoM	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	A client-facing guide to using an Utmost International Isle of Man offshore bond for estate planning for non-resident Indian investors. Tax and regulatory Literature/technical sales aids and literature Non-Resident Indian Estate Planning ULQ PR \| 12517
Deed of Assignment Singapore	Deed of assignment for one or more assignees. This deed should be used for Utmost International Isle of Man Singapore products only.	Utmost International - IoM	Operational Forms	English (EN)		Making a change to your policy	Deed of assignment for one or more assignees. This deed should be used for Utmost International Isle of Man Singapore products only. Operational Forms Deed of Assignment Singapore ULQ PR \| 11553
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.	Utmost International - IoM	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	FOS	New Policy	Guidance notes to accompany the application form for individual investors wishing to invest in the Investment Account. Product Guides/Brochures/Snapshots and Training Materials Guidance Notes for Investment Account for Individual Investors ULQ PR \| 09307
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.This 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).	Utmost International - IoM	Operational Forms	English (EN)	FOS	New Policy	Please use this form to appoint a master user to Wealth Interactive for adviser firms who already have terms of business with us.This 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). Operational Forms Wealth Interactive – Master User Registration Form for Existing Firms ULQ PR \| 08775
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	Utmost International - IoM	Operational Forms	English (EN)		Making a change to your policy	This form can be used to appoint a lead policyholder – for use with the Flexible Investment Account Operational Forms Appointment of a Lead Policyholder on the Flexible Investment Account ULQ PR \| 08425
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.	Utmost International - IoM	Operational Forms	English (EN)	FOS	Making a change to your policy	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. Operational Forms Singapore Trust Beneficiary Form 6 – Notice of Revocation of Revocable Nomination ULQ PR \| 07058
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. For use in the Singapore market only.	Utmost International - IoM	Operational Forms	English (EN)	FOS	Making a change to your policy	This form can only be used to revoke a revocable nomination made in respect of one relevant policy. For use in the Singapore market only. Operational Forms Singapore Trust Beneficiary Form 5 – Revocation of Revocable Nomination ULQ PR \| 07057
Singapore Trust Beneficiary Form 4 – Revocable Nomination	This form can only be used to make a revocable nomination in respect of one relevant policy. For use in the Singapore market only.	Utmost International - IoM	Operational Forms	English (EN)	FOS	Making a change to your policy	This form can only be used to make a revocable nomination in respect of one relevant policy. For use in the Singapore market only. Operational Forms Singapore Trust Beneficiary Form 4 – Revocable Nomination ULQ PR \| 07056
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. For use in the Singapore market only.	Utmost International - IoM	Trust Literature	English (EN)	FOS	Making a change to your policy	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. For use in the Singapore market only. Trust Literature Singapore Trust Beneficiary Appointment, or Revocation of Appointment, of Trustee of Policy Moneys Form 3 ULQ PR \| 07055
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.	Utmost International - IoM	Operational Forms	English (EN)	FOS	Making a change to your policy	This form can only be used to revoke a trust nomination made in respect of one relevant policy. Operational Forms Singapore Trust Beneficiary Revocation of Nomination Form 2 ULQ PR \| 07054
Singapore Trust Beneficiary Nomination Form 1	The Trust Beneficiary Nomination for is for use in the Singapore market only and is to be used to make a trust nomination in respect of one relevant policy only.	Utmost International - IoM	Operational Forms	English (EN)	FOS	Making a change to your policy	The Trust Beneficiary Nomination for is for use in the Singapore market only and is to be used to make a trust nomination in respect of one relevant policy only. Operational Forms Singapore Trust Beneficiary Nomination Form 1 ULQ PR \| 07053
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.	Utmost International - IoM	Guides and Supporting Documents	English (EN)	FOS	New Policy	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. Guides and Supporting Documents Utmost International Isle of Man Intermediary Terms of Business ULQ PR \| 03546
Declaration of Loss or Non-receipt of Policy Form	This declaration form can be used if your Utmost International Isle of Manpolicy documents were lost, destroyed or never received.	Utmost International - IoM	Operational Forms	English (EN)	FOS	New Policy	This declaration form can be used if your Utmost International Isle of Manpolicy documents were lost, destroyed or never received. Operational Forms Declaration of Loss or Non-receipt of Policy Form ULQ PR \| 01944
Utmost International Isle of Man Client Information and Change of Details Form	This form is intended for Utmost International Isle of Man Limited customers who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number.	Utmost International - IoM	Operational Forms	English (EN)	FOS	Making a change to your policy	This form is intended for Utmost International Isle of Man Limited customers who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number. Operational Forms Utmost International Isle of Man Client Information and Change of Details Form UL PR 00397
Know Your Client – Source of Funding and Verification of Identity	This form is issued by Utmost International Isle of Man and should be completed 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.	Utmost International - IoM	Operational Forms	English (EN)	FOS	New Policy	This form is issued by Utmost International Isle of Man and should be completed 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. Operational Forms Know Your Client – Source of Funding and Verification of Identity UL PR 00391
Utmost International Isle of Man Limited – Corporate Infographic – English	Utmost International Isle of Man Who We Are	Utmost International - IoM	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	FOS	New Policy	Utmost International Isle of Man Who We Are Product Guides/Brochures/Snapshots and Training Materials Utmost International Isle of Man Limited – Corporate Infographic – English UL PR 00305
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)	FOS	New Policy	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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