Literature Library – Europe – Expatriate

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APEX Portugal Policy Conditions

  • Type: PDF
  • Ref: UPE WS PR 00051
The policy terms for APEX Portugal.

APEX France Policy Conditions

  • Type: PDF
  • Ref: UPE PR 00190
The policy terms for APEX France.
Under anti-money laundering regulations we are required to verify the identity of residential address of all parties linked to a bond.

APEX France – Politically Exposed Persons (PEP)

  • Type: PDF
  • Ref: UPE WS PR 00110
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 Snapshot

  • Type: PDF
  • Ref: UPE WS PR 00001
This document provides a snapshot of APEX Portugal. This is a document for financial advisers only.

APEX France Snapshot

  • Type: PDF
  • Ref: UPE WS PR 00102
This document provides a snapshot of APEX France. This is a document for financial advisers only.

APEX Portugal Product Guide

  • Type: PDF
  • Ref: UPE WS PR 00013
Product guide promoting the benefits of APEX Portugal.

APEX France Product Guide

  • Type: PDF
  • Ref: UPE WS PR 00103
Product guide promoting the benefits of APEX France.
This form should be used for policies held on the Open Architecture basis only without a Discretionary Fund Manager or Platform arrangement.

APEX Portugal – UK portability request form

  • Type: PDF
  • Ref: UPE WS PR 00046
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 – Right to change your mind

  • Type: PDF
  • Ref: UPE WS PR 00043
This form can be used to nominate or replace an existing Discretionary Fund Manager (DFM) or Platform arrangement.