LITERATURE LIBRARY – EUROPE EXPAT

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New Policy

Application Form

Apex France Additional Single Premium form

Please use this application form to add additional singles premium to Apex France.
Apex France Application Form for Individual Investors

Please use this application form for individual investors wishing to invest in Apex France.
Apex France Guide for Individual Applicants

Apex France guide to completing the application form.
Apex Portugal – Application Form for Individual Investors

Please use this application form for individual investors wishing to invest in APEX Portugal.
Apex Portugal Guide for Individual Applicants

Guide to help you complete the Apex Portugal application form.
French Executive Portfolio New Business and Top-Up Application Form

This application form can be used for individual investors wishing to invest in the French Executive Portfolio.
Spanish Collective Investment Bond additional requirements for trustee application

Additional application form to be used for trustee applicants for the Spanish Collective Investment Bond.
Spanish Collective Investment Bond application (Spanish Law) for Individual, Joint and Corporate Investors

Please use this application for Spanish residents under Spanish Law, for individual, joint and corporate investors. Please note that you will also need to fill out the Tax Declaration and Self Certification document.
Spanish Collective Investment Bond Data Capture Form

This form is for individual, joint and corporate investors and is used to gather the necessary information to input new business online for the Spanish Collective Investment Bond on Wealth Interactive.
Transferring Assets to Your Bond/Account

Please use this form when transferring assets to your Plan/Bond/Policy. For use with former Quilter International Products, not for use in Hong Kong.

Guides and Supporting Documents

Anti-money Laundering and Source of Wealth Pack – Utmost PanEurope

Confirmation of the anti-money laundering and source of wealth requirements for Utmost PanEurope bonds.
Client Verification and Certification Guide

This document provides information on certifying photocopied identification and address documents. As part of the global efforts to prevent money laundering, Utmost International has to verify the identity and address of all individuals party to a contract (for example applicant(s), trustees, power of attorney). Unless the documents provided are originals, they will need to be certified by a suitable certifier.
Source of Fund and Source of Wealth Guidelines

This document can be used as guidance for financial crime risk purposes.
Stay In Touch with your Investments with Wealth Interactive

A client brochure promoting the benefits of using Wealth Interactive.
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 International Isle of Man Anti-money Laundering and Source of Wealth Requirements Guide

This document can be used as guidance for financial crime risk purposes.
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 PanEurope dac Banking Details

This document includes the banking details for Utmost PanEurope dac.
Wealth Interactive: Online Declaration for Isle of Man products

Wealth Interactive online declaration for Utmost International IoM products.

Investment literature/Strategies

Spanish Collective Investment Bond Fund List

This document shows the funds that are currently available for investment that comply with the requirements of the Spanish Personal Income Tax.

KIDS/SIDS

European Executive Investment Bond – Key Information Document (KID)

This is the Key Information Document (KID) for the European Executive Investment Bond.
KID – Apex France

Apex France Key Information Document (KID)
Past Performance Asset Class – Global Government Bonds

This document reports on the past performance of this Investment Strategy over the past 10 years and is published annually.
SID – Apex France – Capital Market Instrument

Apex France SID - Capital Market Instrument
SID – Apex France – Corporate Bonds

Apex France SID - Corporate Bonds
SID – Apex France – Debt Security or Bond

Apex France SID - Debt Security or Bond
SID – Apex France – European Equity Security

Apex France SID - European Equity Security
SID – Apex France – Global Government Bond

SID - Apex France - Global Government Bond
SID – Apex France – Hedge Funds

Apex France SID - Hedge Funds
SID – Apex France – Non-European Equity Security

Apex France SID - Non-European Equity Security
SID – Apex France – Private Equity

Apex France SID - Private Equity
SID – Apex France – Standard Investment Strategies – Balanced Defensive

Apex France SID - Standard Investment Strategies - Balanced Defensive
SID – Apex France – Standard Investment Strategies Balanced Moderate

Apex France SID - Standard Investment Strategies Balanced Moderate
SID – Apex France – Standard Investment Strategies Conservative

Apex France SID - Standard Investment Strategies Conservative
SID – Apex France – Standard Investment Strategies Growth

Apex France SID - Standard Investment Strategies Growth
SID – Apex France – Standard Investment Strategy – Adventurous

Apex France SID - Standard Investment Strategy - Adventurous
Spanish Collective Investment Bond – Key Information Document (KID)

This is the Key Information Document (KID) for the Spanish Collective Investment Bond. This document is also available in Spanish.
Spanish Collective Investment Bond – PRIIPs Key Information Document (KID) (Spanish)

This is the Key Information Document (KID) for the Spanish Collective Investment Bond.

Marketing Collateral

Utmost Wealth Solutions Company Brochure – Adviser version

Company brochure for Utmost Wealth Solutions (Financial Adviser only).

Operational Forms (not application form)

Anti-Money Laundering and Source of Wealth – Apex Portugal

Under anti-money laundering regulations we are required to verify the identity of residential address of all parties linked to a bond.
APEX France – Assignment of Policies form

This form can be used to reassign your Apex France policy to someone else.
Apex France lost policy declaration form

This form can be used to declare that your APEX France policy is lost
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.
APEX France Tax information exchange pack

Self-certification form for individuals
Apex Portugal – Guide for individual applicants

Guide to help you complete the Apex Portugal application form.
Apex Portugal Lost Policy Declaration

This form can be used to declare that your Apex Portugal bond is lost
Apex Portugal – Notice of Pledge Form

By signing this Notice of Pledge form, the Policyholder(s) gives Utmost PanEurope dac notice that he/she has entered into a pledge agreement
Apex Portugal – Politically Exposed Persons document

Irish anti-money laundering legislation requires Utmost PanEurope dac to identify if a new or existing policy is linked to a politically exposed person (PEP). This is a financial adviser only document.
Apex Portugal – Right to change your mind

Guide detailing why you might change your mind about your Utmost PanEurope dac policy within your 30 day grace period and how to cancel it
Data Capture Form

This form is for individual and joint investors and is used to gather the necessary information to input new business online for the European Executive Investment Bond and the European Collective Investment Bond on Wealth Interactive.
Declaration of Non-Irish Residency

Policyholders resident outside Ireland are required by the Irish Revenue Commissioners to make the above declaration.
Declaration of Residence Definitions

This declaration must be signed by policyholders who are neither resident nor ordinarily resident in Ireland or by personal representatives signing on behalf of deceased persons
Digital Signature Application Form – Non UK

Digital signature application form - not for use in the UK
European Executive Investment Bond application form (QROPS/QNUPS/SIPP)

Please use this application for trustee investors wishing to invest in a EEIB or ECIB via a QROPS, QNUPS or SIPP. Please note that you will also need to fill out the Tax Declaration and Self Certification document.
France Proof of Life Form

This form can be used to confirm that the Life Assured is alive at the date of signing.
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
Know Your Client – Source of Funding and Verification of Identity

This form must be completed for 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.
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
Non-Irish Residency Declaration

Please complete this declaration for your UK resident clients who hold a Utmost PanEurope dac policy.
Online Dealing Access Authorisation Form for Investment Advisers (UPE)

Online Dealing Access Authorisation Form for Investment Advisers (UPE).
Portfolio Bond Minimum Residual Value

Published minimum residual values as at February 2021
Portfolio Bond Transaction Account Overdraft Limit

The published overdraft limit of transaction accounts for applicable portfolio bonds.
Request Remuneration to Your Financial Adviser

Please use this form to pay an ongoing service fee or ongoing service charge to your financial adviser.
Request to Appoint a Discretionary Asset Manager (on an Advisory or Discretionary Authority)

Please use this form to appoint a discretionary asset manager on an advisory or discretionary authority.
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.
Utmost International Isle of Man Limited bank details

Please use this document to find the telegraphic transfer details when transferring money to Utmost International Isle of Man Limited via Wealth Interactive.
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. The 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).

Policy Conditions

Apex France Policy Conditions

This document details the policy terms and conditions which apply to the Apex France product.
Apex Portugal Policy Conditions

The policy terms for Apex Portugal.
European Executive Investment Bond – PRIIPs Policy Terms

The policy terms for the European Executive Investment Bond - PRIIPs.
Spanish Collective Investment Bond Policy Terms

The Policy Terms for the Spanish Collective Investment Bond (SCIB).

Product Guides/Brochures/Snapshots and Training Materials

Apex France Product Guide

Product guide promoting the benefits of Apex France.
Apex France Snapshot

This document provides a snapshot of APEX France. This is a document for financial advisers only.
Apex Portugal Product Guide

This is a product guide for Apex Portugal
Apex Portugal snapshot

This document provides a snapshot of Apex Portugal. This is a document for financial advisers only.
European Executive Investment Bond Client Brochure

Client brochure to promote the benefits of the European Executive Investment Bond.
Spanish Collective Investment Bond – client brochure

Client brochure promoting the benefits of the Spanish Collective Investment Bond (SCIB).
Spanish Collective Investment Bond Snapshot (SCIB)

This document provides a snapshot of the Spanish Collective Investment Bond (SCIB). This is a document for financial advisers only.
Wealth Interactive Third Party and Other Users Matrix

A quick user guide showing what functionality is available to each user role

Tax and regulatory Literature/technical sales aids and literature

Apex France – Demembree clause

Clause Beneficiaire demembree avec quasi usufruit
Deemed Gains Tax on your Executive Bond if you are planning to become UK Resident and/or UK Tax Resident

This Q&A document explains deemed gains tax on an Executive Bond for individuals planning to become UK resident and/or UK tax resident.
Determining Your Liability to Tax in India (Life Assurance Version)

A guide for clients with investment linked life insurance bonds who will become Indian tax residents.
Doing business with Utmost International – Electronic Submissions in Europe_HK

The process highlighted in this document applies to Utmost International Isle of Man Limited and Utmost Pan Europe dac products.
European Executive Investment Bond at a glance

This at a glance document highlights the main features of the European Executive Investment Bond.
Intermediary Terms of Business for Utmost PanEurope

These Intermediary Terms of Business and the Rates of Commission govern your relationship with Utmost PanEurope dac 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.
The document shows our top six principles of investing.
Irish VAT Exemption

The purpose of this note is to outline the technical basis underpinning the Irish VAT exemption in the Irish tax legislation and the Irish Revenue guidance notes.
Leaving the UK But Could Be Leaving UK Taxes Behind

When clients leave the UK, either permanently or for at least a full tax year, they expect to leave behind their liability for UK taxes. This document is for financial adviser use only.
Lifestyle Trust Adviser Brochure

This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about.
Non-Resident Indian Estate Planning

A client-facing guide to using an offshore bond for estate planning for non-resident Indian investors.
Qualifying Non-UK Pension Scheme Brochure – for a Flexible Future

The brochure provides the benefits of a Qualifying Non-UK Pension Scheme.
Questions & Answers – Deemed Gains Tax on your Executive Bond

This Q&A document explains deemed gains tax on an Executive Bond.
Stockbroker and custody charges

This sales aid shows the stockbroker and custody charges that may apply on Portfolio Bonds.
Take your pension away with you – Qualifying Recognised Overseas Pension Scheme (QROPS) Brochure

Qualifying Recognised Overseas Pension Scheme, Client Brochure promoting the benefits of (QROPS).
Tax and Other Important Information for Gibraltar

This document provides the policyholder with important information before investing in the European Executive Investment Bond, European Collective Investment Bond or the European Capital Account provided by Quilter International Ireland dac.
Tax and Other Important Information for Malta (for Malta Based Trustees Only)

This document provides the policyholder with important information before investing in the European Executive Investment Bond – PRIIPs or the European Collective Investment Bond – PRIIPs provided by Utmost PanEurope dac. Currently, we will only accept applications from Malta based trustees not Maltese resident individuals.
Tax and Other Important Information Guide for Cyrprus

This document provides the applicant with important information before investing in the European Executive Investment Bond and the European Collective Investment Bond provided by Quilter International Ireland dac.
Tax and Other Information Guide for Residents of the European Economic Area

This document is designed for habitual residents of EEA countries (EU countries plus Iceland, Norway and Liechtenstein). Please refer to our other country specific documents, which are available on our website.
Tax Benefits of an Offshore 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.
Tax Benefits of the Spanish Collective Investment Bond Guide

The guide details the benefits of investing in a Spanish compliant policy, such as the Spanish Collective Investment Bond for your expat clients living in Spain, rather than a non-compliant policy.
Tax Information for Irish Residents

This document provides a high-level summary of the tax that applies to a life or redemption bond issued by a UK, Isle of Man or Ireland Insurer when held by a policyholder who becomes resident in Ireland.
Taxation of an Offshore Life Assurance Policy for your Mon-Israeli Resident Clients Moving or Returning to Israel

An explanation of the taxation of an offshore life assurance policy for your non-Israeli resident clients moving or returning to Israel.
Taxation of an Offshore Life Assurance Policy for your UK Resident Israeli Clients, Moving or Returning to Israel

This document provides an explanation of the taxation of an offshore life assurance policy for your UK resident Israeli clients, moving or returning to Israel.
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 life assurance policy purchased outside of Israel by an Israeli resident.
Top Ups accepteras nu från Portugal. (Top Ups Now Accepted From Portugal)

Säljhjälp som främjar uppladdningar från Portugal till den Swedish Executive Portfolio. (Sales aid promoting top ups from Portugal into the Swedish Executive Portfolio.)
UK Statutory Residence Test Flowchart

The purpose of this flowchart is to take you through a series of questions to establish your clients UK residency status.
Understanding Investment Risk and Why It Matters

This document will help you understand risk and manage your clients' expectations around risk.

Trust Literature

Declaración de Impuestos y Autocertificación para Trusts

Declaración de Impuestos y Autocertificación para Trusts
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.

Change your Policy

Application Form

European Capital Account Application Form

This form can be used to apply for a top-up on a European Capital Account only. Please note this product is now closed to new business.
Executive Bond Application Form – New Business and Top-Up

Executive Bond Application Form - New Business and Top-Up.
Executive Wealthbuilder Account Top-up Application Form

This form can only be used for top-ups for existing Executive Wealthbuilder policies
Making an Additional Payment to a Utmost International Portfolio Bond

Please use this form to top-up an existing Utmost International portfolio bond.

Guides and Supporting Documents

Client Verification and Certification Guide

This document provides information on certifying photocopied identification and address documents. As part of the global efforts to prevent money laundering, Utmost International has to verify the identity and address of all individuals party to a contract (for example applicant(s), trustees, power of attorney). Unless the documents provided are originals, they will need to be certified by a suitable certifier.

Investment literature/Strategies

French Executive Portfolio Change of Investment Strategy Form

This form can be used to request a change to your investment strategy option on your French Executive Portfolio.
French Executive Portfolio Dealing Form

This form can be used if your clients wish to change the assets their French Executive Portfolio is linked to.
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.
Locate Information about Units and Funds Linked to your Policy Guide

European countries have a diversity of information requirements for unit-linked life insurance companies. We have developed this document to help you find where a particular item of information can be accessed.
Switch Form

This form enables you to switch your investments or change the funds in which your future regular investments are invested.
Utmost International Isle of Man Portfolio Bond Dealing Instruction Form and Guidance Notes

This form can be used for the sale and purchase of funds for all Utmost International Isle of Man Portfolio Bonds.
Utmost PanEurope Portfolio Bond Dealing Instruction Form and Guidance Notes

This form can be used for the sale and purchase of funds for Utmost PanEurope Portfolio Bonds.

KIDS/SIDS

SID – Apex France – Global Government Bond

SID - Apex France - Global Government Bond

Operational Forms (not application form)

Apex France – Change of Beneficiary form

This form can be used to change the beneficiary of your Apex France policy.
Apex France – Dealing account overdraft clearance instruction form

This form can be used to request an overdraft clearance for your Apex France Dealing Account.
Apex France – Dealing instruction

This form should be used to buy and/or sell External Assets linked to your Policy. It cannot be used to buy or sell assets held by a Discretionary Fund Manager or those held on a Platform.
Apex France Guide for Additional Single Premium

Please use this application form to add additional single premium to Apex France
Apex France Nomination of Discretionary Fund Manager, Platform or Custodian

This form can be used to nominate a Discretionary Fund Manager, Platform or Custodian to assist you with your Apex France policy
Apex France – Nomination of Investment Adviser Form

This form can be used to nominate an Investment Advisor for your Apex France policy.
Apex Portugal – Appointment of insurance intermediary

This form can be used to appoint an Insurance Intermediary for Apex Portugal policies.
Apex Portugal – Assignment of Policies

For assigning policies to individuals only.
Apex Portugal – Change of Beneficiary Form

This form can be used to change the beneficiary of your Apex Portugal policy.
Apex Portugal Dealing Account Overdraft Clearance Instruction form

This form can be used to request an overdraft clearance for your Apex Portugal Dealing Account.
Apex Portugal – Insurance Intermediary Fund Authorisation form

This form should only be completed by the Policyholder where a Discretionary Fund Manager or Platform is not appointed and the Policyholder wish to authorise the Insurance Intermediary to execute external fund choices on their behalf.
Apex Portugal – Nomination of External Manager and/or Custodian

This form can be used to nominate or replace an existing Discretionary Fund Manager (DFM) or Platform arrangement.
Apex Portugal Notification of intention to return to the UK

Before completing this form you should discuss your personal circumstances with your Insurance Intermediary to ensure that the Life Insurance Policy will continue to meet your needs on your return to the UK.
Apex Portugal Open Architecture Dealing Instruction Form

This form should be used for policies held on the Open Architecture basis only without a Discretionary Fund Manager or Platform arrangement.
Appointing a Fund Adviser

Please use this form if you wish to appoint a fund adviser to your Utmost International policy.
Appointment of an Authorised Custodian Form

This form can be used if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac. to appoint an authorised custodian in respect of your bond/ account/plan/ policy. For use with the following products - Collective Investment Plan, Executive Life Portfolio, Spanish Collective Investment Bond, Life Investment Portfolio, Life Investment Portfolio Plus, and Wealth Management Plan.
Appointment of an Authorised Custodian(s) Form

This form can be used if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac. to appoint an authorised custodian in respect of your bond/ account/plan/ policy. For use with the following products - European Portfolio Bond, European Wealth Bond, Executive Investment Plan, International Portfolio Bond, International Wealth Bond, Swedish Executive Portfolio, Silk Life Plan, and Tailored Life Plan.
Authorised Custodian Internet Service Request Form

This form can be used to request access to the view only internet service provided by the authorised custodian.
Beneficiary Nomination Form

This form can be used if you wish to nominate a beneficiary for your Utmost PanEurope policy.
Change of financial adviser
Declaration of Loss of Plan Schedule

This form is used to declare the loss of Plan Schedule and any owners of the bond, both personal and corporate investors.
Declaration of Non-Irish Residency

Policyholders resident outside Ireland are required by the Irish Revenue Commissioners to make the above declaration.
Declaration of Residence Definitions

This declaration must be signed by policyholders who are neither resident nor ordinarily resident in Ireland or by personal representatives signing on behalf of deceased persons
French Executive Portfolio Appointment of Fund Adviser Form

This form can be used if you wish to appoint a firm to act as a discretionary fund advisor on your French Executive Portfolio.
Isle of Man Unit-Linked Policy Switch Form

This form can be used to switch your clients' investments or change the funds in which future regular investments are invested for Utmost International Isle of Man Limited unit-linked policies, including - Managed Capital Account, Managed Pension Account, Managed Savings Account or Executive Wealthbuilder Account.
Letter of authorisation for Authorised Custodian Account Form

This letter of authorisation permits the authorised individual to carry out actions in respect of the accounts opened by Utmost International Isle of Man Limited or Utmost PanEurope dac. with the authorised custodian.
Managed Savings Account or Managed Pension Account Top-up Application Form for Individual Investors

This form can be used to apply for a top-up on existing Managed Savings Account or the Managed Pension Account policy. Please note this product is now closed to new business.
Payment Instruction Form

This form is for use with Utmost PanEurope dac. Omega and Integra policies.
Payment Instructions Form

This form can be used to increase or change contributions for the Managed Capital Account, Managed Savings Account, Managed Pension Account and Executive Wealthbuilder Account.
Request Remuneration to Your Financial Adviser

Please use this form to pay an ongoing service fee or ongoing service charge to your financial adviser.
Request to Add or Remove a Life Assured Form

This form can be used to add or remove a life assured on your Utmost International Portfolio Bond.
Tax Declaration and Self Certification for Corporate and Trustee Investors (FATCA/CRS)

Please use this form to confirm the tax status for Trustee and Corporate applicants.
Tax Declaration and Self Certification for Individual Investors (FATCA/CRS)

Please use this form to confirm your clients' country of residence for taxation.

Tax and regulatory Literature/technical sales aids and literature

Education Fees Planning Case Study

This document informs clients how they can plan to pay their grandchildren's education fees
Self-Invested Personal Pension (SIPP) Basic Guide

This guide is designed to help you if you have a SIPP and you have left the UK to live abroad. It should be read in consultation with your financial adviser.
Technical Sales Briefing – Personal Portfolio Bonds
Utmost International Isle of Man Limited – Discounted Gift Trust Conversion Guide

This guide is for individuals, married couples or civil partners looking to establish an Utmost Discounted Gift Trust using an existing Utmost International Isle of Man Limited Evolution bond or a Selection bond issued by Utmost Pan Europe dac.

Trust Literature

Deed of Assignment (Assignment Between Pension Schemes)

With this deed you can assign ownership of life assurance or redemption policies, where held as an asset of a pension scheme. For use with a policy issued under Isle of Man or English law.
Deed of Assignment Form

This deed can be used to assign a policy in several scenarios, such as gifting or transfers. For use with a policy issued under Isle of Man or English law. This deed should be used with ex-Quilter products or the following range of product types only: Swedish Executive Portfolio, Executive Investment Bonds/Portfolios (including European and Spanish Collective Investment Bond), Wealth Portfolio Bonds, Managed Capital Accounts, or Life Insurance Portfolios (including those written on life cover or life cover plus)

Making a Surrender or Claim

Guides and Supporting Documents

Client Verification and Certification Guide

This document provides information on certifying photocopied identification and address documents. As part of the global efforts to prevent money laundering, Utmost International has to verify the identity and address of all individuals party to a contract (for example applicant(s), trustees, power of attorney). Unless the documents provided are originals, they will need to be certified by a suitable certifier.

Operational Forms (not application form)

Apex Portugal – Death Benefit Claim form

This form can be used to claim a death benefit for Apex Portugal policies
Apex Portugal – Withdrawal or surrender form

This form should be used to withdraw from or surrender your Apex Portugal policy.
Death Claim form for use with Ex Quilter Isle of Man policies

Form to be completed by Claimant requesting payments of policy proceeds following the death of the relevant life assured.
Declaration of Loss of Plan Schedule

This form is used to declare the loss of Plan Schedule and any owners of the bond, both personal and corporate investors.
France Death Benefit Claim form

This form can be used to claim a death benefit for Apex France or PWP France policies
French Executive Portfolio Withdrawal/Closure Form

This form can be used to request a withdrawal or closure of policy from the French Executive Portfolio.
Full Encashment Request Form

This form is used to request full encashment. Please note the encashment value will be based on the date of receipt of all requirements and payable to the individual who according to Utmost PanEurope dac's records is entitled to receive it.
International Select Bond and European Select Bond Closure/Withdrawal Form

International Select Bond and European Select Bond Closure/Withdrawal Form.
Portfolio Bond Withdrawal / Surrender Form

Surrender and Withdrawal Request Form for Portfolio Bond
Regular Withdrawal Request Form

The Regular Withdrawal Request Form outlines the bond withdrawal details along with the Bond owners, both personal and corporate investors.
Request for Fixed Account Loan Withdrawal Form

This form can be used to request Utmost International Isle of Man or Utmost PanEurope to transfer monies to the fixed account and issue a loan withdrawal for the same amount.
Unit Linked Accounts Withdrawal Closure Maturity Form

This form should only be used to request a partial, full surrender or maturity from the following Utmost International unit-linked products Managed Capital Account, Managed Savings Account, Managed Pension Account, Executive Wealthbuilder Account and European Capital Account.

Tax and regulatory Literature/technical sales aids and literature

Request a Withdrawal on Wealth Interactive Guide

This guide demonstrates how you can request a one-off withdrawal in three easy steps through Wealth Interactive.