Document Library

To search for documents, you have several options available, and you can select from any or all of the following filters.

If you are aware of the insurer or the market you are dealing with, you can filter this way. Additionally, you can refine your search by product, language, or asset (document) type.

By using these filters, you can streamline your search process and find the specific document you need.

Current Filters

Documents

Title	Description	Insurer	Asset Type	Product	Process	Excerpt
Questionário Sobre a Origem do Património	Questionário Sobre a Origem do Património para fornecer detalhes sobre o património de um cliente	Utmost Wealth Solutions	Operational Forms	Apex (Portugal), Compass (Closed), Compass DFM (Closed), Private Wealth Portfolio - Portugal	Addition to your Policy, New Policy	Questionário Sobre a Origem do Património para fornecer detalhes sobre o património de um cliente Operational Forms Questionário Sobre a Origem do Património UWS PR 00473
PWP Portugal Guia Do Produto	Product Guides/Brochures/Snapshots and Training Materials PWP Portugal Guia Do Produto UPE_WS \| 05270	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Private Wealth Portfolio - Portugal	Making a change to your policy, New Policy	Product Guides/Brochures/Snapshots and Training Materials PWP Portugal Guia Do Produto UPE_WS \| 05270
Snapshot Para Portugal	Product Guides/Brochures/Snapshots and Training Materials Snapshot Para Portugal UPE_WS \| 04552	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Private Wealth Portfolio - Portugal	New Policy	Product Guides/Brochures/Snapshots and Training Materials Snapshot Para Portugal UPE_WS \| 04552
PWP Portugal Nota Informativa ao Consumidor	Product Guides/Brochures/Snapshots and Training Materials PWP Portugal Nota Informativa ao Consumidor UPE_WS \| 04068	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Private Wealth Portfolio - Portugal	New Policy	Product Guides/Brochures/Snapshots and Training Materials PWP Portugal Nota Informativa ao Consumidor UPE_WS \| 04068
Declaração Fiscal e Auto Certificação para Investidores Individuais	Este formulário deve ser preenchido para informar com precisão a sua apólice nos termos dos acordos de troca de informações fiscais relevantes, incluindo a Lei de Conformidade Fiscal de Contas Estrangeiras (FATCA) e os regulamentos da Norma Comum de Comunicação (CRS). Este formulário deve ser utilizado por segurados individuais, pessoas autorizadas a assinar em nome do segurado, por exemplo, o seu procurador ou representante nomeado pelo tribunal, e indivíduos ligados ao fundo fiduciário em que a Utmost International Trustee Solutions Limited é o administrador fiduciário nomeado.	Utmost Wealth Solutions	Operational Forms	Non Product Specific	Making a change to your policy, New Policy, Surrender or Claim	Este formulário deve ser preenchido para informar com precisão a sua apólice nos termos dos acordos de troca de informações fiscais relevantes, incluindo a Lei de Conformidade Fiscal de Contas Estrangeiras (FATCA) e os regulamentos da Norma Comum de Comunicação (CRS). Este formulário deve ser utilizado por segurados individuais, pessoas autorizadas a assinar em nome do segurado, por exemplo, o seu procurador ou representante nomeado pelo tribunal, e indivíduos ligados ao fundo fiduciário em que a Utmost International Trustee Solutions Limited é o administrador fiduciário nomeado. Operational Forms Declaração Fiscal e Auto Certificação para Investidores Individuais UPE_WS \| 04029
PWP Portugal Formulário para pagamento de Prémio Adicional	Operational Forms PWP Portugal Formulário para pagamento de Prémio Adicional UPE_WS \| 04027	Utmost PanEurope	Operational Forms	Private Wealth Portfolio - Portugal	New Policy	Operational Forms PWP Portugal Formulário para pagamento de Prémio Adicional UPE_WS \| 04027
KID PWP Portugal	This document provides you with key information about this investment product. It is not marketing material. The information is required by law to help you understand the nature, risks, costs, potential gains and losses of this product and to help you compare it with other products.	Utmost PanEurope	Key Information Document	Private Wealth Portfolio - Portugal		This document provides you with key information about this investment product. It is not marketing material. The information is required by law to help you understand the nature, risks, costs, potential gains and losses of this product and to help you compare it with other products. Key Information Document KID PWP Portugal UPE PR 12930
Declaração Fiscal e Auto Certificação para Entidades	Preencha este formulário para informar com precisão a sua apólice nos termos dos acordos de troca de informações fiscais relevantes, incluindo as regulamentações da Lei de Conformidade Fiscal de Contas Estrangeiras (FATCA) e da Norma Comum de Comunicação (CRS). Este formulário deve ser utilizado por investidores coletivos, tais como empresas, fundos fiduciários corporativos ou fundações.	Utmost Wealth Solutions	Operational Forms	Non Product Specific	Making a change to your policy, New Policy	Preencha este formulário para informar com precisão a sua apólice nos termos dos acordos de troca de informações fiscais relevantes, incluindo as regulamentações da Lei de Conformidade Fiscal de Contas Estrangeiras (FATCA) e da Norma Comum de Comunicação (CRS). Este formulário deve ser utilizado por investidores coletivos, tais como empresas, fundos fiduciários corporativos ou fundações. Operational Forms Declaração Fiscal e Auto Certificação para Entidades UPE PR 12860
Documento de Informação Fundamental (“DIF”)	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	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. Key Information Document Documento de Informação Fundamental (“DIF”) ULU_KID_LU_PT_EUR_PCP_PT PR
Formulário de Alteração dos Meios de Comunicação e Utilização de Assinaturas 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	Utmost Luxembourg S.A	Operational Forms	Non Product Specific		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 Formulário de Alteração dos Meios de Comunicação e Utilização de Assinaturas Electrónicas / Change of Communication Means and Use of Electronic Signatures Form ULU PCON1523
Formulário de Troca / Switch form	Use this form to request a switch of investments on your policy/contract – Portugal	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	Non Product Specific		Use this form to request a switch of investments on your policy/contract – Portugal Surrender/Claim/Withdrawal/Switch Formulário de Troca / Switch form ULU PCON1431
Formulário De Pedido Do Benefício Por Morte / Death Benefit Request Form	Use this form to initiate a death claim – Portugal	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	Non Product Specific		Use this form to initiate a death claim – Portugal Surrender/Claim/Withdrawal/Switch Formulário De Pedido Do Benefício Por Morte / Death Benefit Request Form ULU PCON1208
Pedido De Resgate Total / Surrender Request Form	Use this form to request the surrender of your policy/contract – Portugal	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	Non Product Specific		Use this form to request the surrender of your policy/contract – Portugal Surrender/Claim/Withdrawal/Switch Pedido De Resgate Total / Surrender Request Form ULU PCON1202
Formulário De Pedido Do Benefício Por Sobrevivência / Survival Benefit Request Form	Use this form to initiate a survival benefit request – Portugal	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	Non Product Specific		Use this form to initiate a survival benefit request – Portugal Surrender/Claim/Withdrawal/Switch Formulário De Pedido Do Benefício Por Sobrevivência / Survival Benefit Request Form ULU PCON1209
Formulário De Prémio Adicional / Additional Premium Form	Use this form for an addition to your policy/contract – Portugal	Utmost Luxembourg S.A	Top Up/Additional Investment	Private Client Portfolio	Addition to your Policy	Use this form for an addition to your policy/contract – Portugal Top Up/Additional Investment Formulário De Prémio Adicional / Additional Premium Form ULU PCON1190
Requerimento Para Alteração Do Gestor De Investimento / Request for Change of Investment Manager	Use this form to request a change of Investment Manager – Portugal	Utmost Luxembourg S.A	Operational Forms	Non Product Specific		Use this form to request a change of Investment Manager – Portugal Operational Forms Requerimento Para Alteração Do Gestor De Investimento / Request for Change of Investment Manager ULU PCON1193
Pedido De Resgate Parcial / Withdrawal Request Form	Use this form to request a withdrawal from your policy/contract – Portugal	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	Non Product Specific		Use this form to request a withdrawal from your policy/contract – Portugal Surrender/Claim/Withdrawal/Switch Pedido De Resgate Parcial / Withdrawal Request Form ULU PCON1201
Troca Automática de Informações – Formulário de Autocertificação para pessoas que exercem o controlo (AEoI)	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	Non Product Specific		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 Troca Automática de Informações – Formulário de Autocertificação para pessoas que exercem o controlo (AEoI) ULU CONT4265
Troca Automática de Informações – Formulário de Autocertificação para entidades (AEoI)	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	Non Product Specific		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 Troca Automática de Informações – Formulário de Autocertificação para entidades (AEoI) ULU CONT4253
Troca Automática de Informações – Formulário de Autocertificação para pessoas singulares (AEoI)	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	Non Product Specific		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 Troca Automática de Informações – Formulário de Autocertificação para pessoas singulares (AEoI) ULU CONT4244
FOR INTERMEDIARIES – Ficha informativa / Fact find – Versão do Mediador de Seguros / Intermediary version – Pessoa Coletiva/Company	Fact Find for INTERMEDIARIES for the Portuguese market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market	Utmost Luxembourg S.A	Fact Find	Private Client Portfolio	New Business Pack	Fact Find for INTERMEDIARIES for the Portuguese market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market Fact Find FOR INTERMEDIARIES – Ficha informativa / Fact find – Versão do Mediador de Seguros / Intermediary version – Pessoa Coletiva/Company ULU CONT4130
FOR NON-EXCLUSIVE AGENTS – Ficha informativa / Fact find – Distribução Direta/Agentes / Direct Distribution/Agents – Pessoa Coletiva/Company	Fact Find for Non-Exclusive AGENTS for the Portuguese market; dedicated to ENTITIES subscribing. To be used in combination with the new business application form for this market.	Utmost Luxembourg S.A	Fact Find	Private Client Portfolio	New Business Pack	Fact Find for Non-Exclusive AGENTS for the Portuguese market; dedicated to ENTITIES subscribing. To be used in combination with the new business application form for this market. Fact Find FOR NON-EXCLUSIVE AGENTS – Ficha informativa / Fact find – Distribução Direta/Agentes / Direct Distribution/Agents – Pessoa Coletiva/Company ULU CONT4129
FOR INTERMEDIARIES – Ficha informativa / Fact find – Versão do Mediador de Seguros / Intermediary version – Pessoa Singular/Individual	Fact Find for INTERMEDIARIES for the Portuguese market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.	Utmost Luxembourg S.A	Fact Find	Private Client Portfolio	New Business Pack	Fact Find for INTERMEDIARIES for the Portuguese market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Ficha informativa / Fact find – Versão do Mediador de Seguros / Intermediary version – Pessoa Singular/Individual ULU CONT4128
Ficha informativa / Fact find – Agentes / Agents – Pessoa Singular/Natural Person	Fact Find for AGENTS for the Portuguese market; dedicated to NATURAL PERSONS subscribing. To be used in combination with the new business application form for this market.	Utmost Luxembourg S.A	Fact Find	Private Client Portfolio	New Business Pack	Fact Find for AGENTS for the Portuguese market; dedicated to NATURAL PERSONS subscribing. To be used in combination with the new business application form for this market. Fact Find Ficha informativa / Fact find – Agentes / Agents – Pessoa Singular/Natural Person ULU CONT4127
Investment Rules for Internal Funds / Regras de Investimento	Table of Luxembourg Investment Rules	Utmost Luxembourg S.A	Investment literature/Strategies	Non Product Specific		Table of Luxembourg Investment Rules Investment literature/Strategies Investment Rules for Internal Funds / Regras de Investimento ULU CONT3685
Solicitação de Estatuto de Cliente Profissional / Request for Professional Client Status	Request for Professional Client Status	Utmost Luxembourg S.A	Operational Forms	Non Product Specific		Request for Professional Client Status Operational Forms Solicitação de Estatuto de Cliente Profissional / Request for Professional Client Status ULU CONT3570
Aviso de Privacidade / Privacy Notice	Privacy Notice – Portuguese/English version	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Non Product Specific		Privacy Notice – Portuguese/English version Client Letters/Indemnity/Data Protection Aviso de Privacidade / Privacy Notice ULU CONT3355-WEB
Declaração relativa à Proteção de Dados Pessoais	Privacy Notice – Portuguese/English version – Portugal	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Non Product Specific		Privacy Notice – Portuguese/English version – Portugal Client Letters/Indemnity/Data Protection Declaração relativa à Proteção de Dados Pessoais ULU CONT3355
PCP -Additional Specialised Assurance Fund Annex	Use this form to add additional SAFs to the Policy	Utmost Luxembourg S.A	Operational Forms	Private Client Portfolio	New Business Pack	Use this form to add additional SAFs to the Policy Operational Forms PCP -Additional Specialised Assurance Fund Annex ULU CONT3205
Portugal – Additional Internal Dedicated Fund Annex	Use this form to add additional IDFs to the Policy	Utmost Luxembourg S.A	Operational Forms	Private Client Portfolio	New Business Pack	Use this form to add additional IDFs to the Policy Operational Forms Portugal – Additional Internal Dedicated Fund Annex ULU CONT3204
Tarifário de transações	Annex showing the activity-based charging grid	Utmost Luxembourg S.A	Commission Documents/Fees & Charges Literature and Illustrations	Non Product Specific		Annex showing the activity-based charging grid Commission Documents/Fees & Charges Literature and Illustrations Tarifário de transações ULU CONT3180
Perfil de Investimento (Desvio) / Investment Profile (Deviation)	Use this form to request a deviation from your investment profile	Utmost Luxembourg S.A	Investment literature/Strategies	Non Product Specific		Use this form to request a deviation from your investment profile Investment literature/Strategies Perfil de Investimento (Desvio) / Investment Profile (Deviation) ULU CONT3083
ACORDO DE DIVULGAÇÃO DE INFORMAÇÃO / INFORMATION DISCLOSURE AGREEMENT	Information Disclosure Agreement	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Non Product Specific		Information Disclosure Agreement Client Letters/Indemnity/Data Protection ACORDO DE DIVULGAÇÃO DE INFORMAÇÃO / INFORMATION DISCLOSURE AGREEMENT ULU CONT2874
Perfil de Investimento e avaliação de adequação / Investment Profile and Suitability Assessment	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile	Utmost Luxembourg S.A	Investment literature/Strategies	Private Client Portfolio	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 Investimento e avaliação de adequação / Investment Profile and Suitability Assessment ULU CONT2847
Pedido de subida de categoria de investimento / Request for Investment Category Upgrade	Use this form to request a upgrade of your investment category	Utmost Luxembourg S.A	Investment literature/Strategies	Non Product Specific		Use this form to request a upgrade of your investment category Investment literature/Strategies Pedido de subida de categoria de investimento / Request for Investment Category Upgrade ULU CONT2531
Pedido de redução de categoria de investimento / Demand for Investment Category Downgrade	Use this form to request a downgrade of your investment category	Utmost Luxembourg S.A	Investment literature/Strategies	Non Product Specific		Use this form to request a downgrade of your investment category Investment literature/Strategies Pedido de redução de categoria de investimento / Demand for Investment Category Downgrade ULU CONT2520
FATCA Autocertificação	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	Non Product Specific		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 Autocertificação ULU CONT2170-10
Declaração De Cumprimento De Obrigações (PH) / Tax Compliance Certification	Stand-alone Tax Compliance Certification form – Portugal	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Non Product Specific		Stand-alone Tax Compliance Certification form – Portugal Client Letters/Indemnity/Data Protection Declaração De Cumprimento De Obrigações (PH) / Tax Compliance Certification ULU CONT2152
Condições Gerais / General Conditions	Stand-alone version of General Conditions for the Private Client Portfolio product – Portugal	Utmost Luxembourg S.A	Policy Conditions	Private Client Portfolio		Stand-alone version of General Conditions for the Private Client Portfolio product – Portugal Policy Conditions Condições Gerais / General Conditions ULU CONT2099
Confirmação dos dados de contato do Cliente utilizados para a Assinatura Eletrónica 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	Utmost Luxembourg S.A	Operational Forms	Non Product Specific		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Confirmação dos dados de contato do Cliente utilizados para a Assinatura Eletrónica de Documentos / Confirmation of Client contact details used for the Electronic Signing of documents ULU CONNECT1052

Customer Support

Utmost Wealth Solutions

Popular support Pages

Previously visited Support Pages

Online Service Login

Utmost Wealth Solutions

Popular logins

Previously used logins

Document Library

Utmost Wealth Solutions

Document Library