LITERATURE LIBRARY – SINGAPORE

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New Policy

Application Form

Data Capture Form for Submitting Business on Wealth Interactive

This form is for financial advisers to gather the necessary information from a client to input new business online.
Executive Investment Account Application for Trustee of QROPS, QNUPS, IPP or SIPP

Please use this application form for starting or adding to your Executive Investment Account for the trustee of the QROPS, QNUPS, IPP or SIPP who have acceptable applicant status (accredited investor). Please note that you will also need to fill out the Tax Declaration and Self Certification document.
Executive Investment Account Application Form for Accredited Individual, Corporate and Trustee Investors

Please use this application for accredited individual, corporate and trustee investors wishing to invest in the Executive Investment Account. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document.
Executive Investment Account – Discretionary Application form

Starting or Adding to Your Executive Investment Account – Discretionary. For accredited investors – individual, joint, corporate and trustee investors
Executive Life Portfolio Application form for the Corporate investor (including appointing a fund adviser)

Executive Life Portfolio Application form for the Corporate investor (including appointing a fund adviser)
Focus Individual Application Form (Singapore)

This form should be used were you want to as an individual(s) apply for a Focus Plan (Singapore)
Insurability Information of Second Life Assured – Silk Life Plan

Insurability Information of Second Life Assured - Silk Life Plan. For application of Singapore accredited investors only.
Silk Life Plan application form for accredited corporate investors

Please use this application for accredited corporate investor wishing to invest in Silk Life Plan. Please note that you will also need to fill out the Tax Declaration and Self Certification document.
Silk Life Plan application form for accredited individual investors

Please use this application for accredited individual investors wishing to invest in Silk Life Plan. Please note that you will also need to fill out the Tax Declaration and Self Certification document.
Tailored Life Plan – Application Form for individual, corporate and trustee investors

Please use this application for professional investors wishing to invest in the Tailored Life Plan. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document.
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

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.
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 Product Lifecycle Management Chart

Brief overview of the end-to-end process for Product Lifecycle Management for Utmost Wealth Solutions products of the Utmost International Group.

Investment literature/Strategies

Focus ILP Sub-Funds Brochure

Focus ILP Sub-Funds Brochure listing offered ILP Sub-Funds
Focus ILP Sub-Funds Performance

Focus ILP Sub-Funds Performance
Focus (Singapore) ILP Sub-Funds Overview

Focus (Singapore) ILP Sub-Funds Overview. Should be read along with ILP Sub-Funds Brochure.

Operational Forms (not application form)

Application for GIRO – Singapore

This form should be used were you want to apply to pay your premiums by GIRO (Singapore)
Beneficial Owner Identification Form – Singapore

This form should be used were you want to provide details of the Beneficial Owner Identification (Singapore)
Clinical abstract application form

Form used in Singapore for extraction of medical reports especially from government hospitals. Also to be used when private clinics request for this.
Cross-Border Independent Financial Advice Notice (Singapore)

This form should be used where you want to declare that you have sought unsolicited cross border financial advice - Singapore only.
Current Financial Information Request

Please use this form to declare your current taxation status, residence, and financial information.
Customer Information Form

Customer Information Form
Declaration form for continued insurability

Since the date of your application and information disclosure to Utmost International dated
Declaration of Loss or Non-receipt of Policy Form

This declaration form can be used if your policy documents were lost, destroyed or never received.
Declaration of No Regular Doctor Form

No regular doctor or medical practitioner
Declaration of Non-Irish Residency

Policyholders resident outside Ireland are required by the Irish Revenue Commissioners to make the above declaration.
Digital Signature Application Form – Non UK

Digital signature application form - not for use in the UK
Entity International Tax Compliance From (Singapore)

This form should be used were you are an entity and want to self-certify your tax compliance (Singapore)
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.
Focus Cooling off Notice (Singapore)

This form should be used where you want to avail of your cancellation rights 'cooling-off' under your Focus Plan issued in Singapore.
Income Payment Request – Singapore

This form should be used were you want to take a regular withdrawal from your Plan (Singapore)
Individual International Tax Compliance (Singapore)

This form should be used were you are an individual and want to self-certify your tax compliance (Singapore)
Investment Account Application Form – Individual Investors

This form can only be used for top-ups as this product is closed to new business. Use this application for individual investors. Please note that you will also need to fill out the Tax Declaration and Self Certification document.
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.
Never received / Lost Policy Declaration (Singapore)

This form should be used were you want to declare that you have never received or have lost your policy documents and provide an indemnity in our favour in the event of us paying a claim without the original documents (Singapore)
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
Online Service Centre Registration (as an individual) Request (Singapore)

This form should be used were you want to register (as an Individual) for access to our Online Service Centre (Singapore)
Payment Card Mandate (Singapore)

This form should be used were you want to pay your premium by Visa or Mastercard (Singapore)
PayNow Details

PayNow enables clients to send payments in Singapore dollars instantly. This document is for use in Singapore with the Executive Investment Account, Flexible Investment Account and Investment Account only.
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.
Professional Portfolio Appointment of an Investment Manager Request (Singapore)

This form should be used were you want to request the appointment of an Investment Manger to you Professional Portfolio Plan (Singapore)
Professional Portfolio Structured Product Confirmation (Singapore)

This form should be used where you want to include structured products as underlying investments on your Singapore issued Professional Portfolio Plan.
Request Remuneration to Your Financial Adviser

Please use this form to pay an ongoing service fee or ongoing service charge to your financial adviser.
Singapore Nomination of Beneficiary Form 4 – Revocable Nomination – UW Version

Singapore Nomination of Beneficiary Form 4 - Revocable Nomination. This form can only be used to make a revocable nomination in respect of one relevant policy.
Source of Funds Questionnaire (Singapore)

This form should be used where you want to provide us with information in relation to the source of funds used to purchase your Plan in Singapore.
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.
Specimen Signature Form (Singapore)

This form should be used were your proof of identity documents do not include a signature or where the signature differs from you current signature (Singapore)
Supplementary Declaration and Application
Tax Declaration and Self-Certification for Individual Trustee Investors Form

This form can be used for family trusts where the trustees are all individuals to confirm their tax status.
Unit Linked Investment Services Authority Form (Singapore)

This form should be used where you want to appoint an Investment Adviser to your unit-linked Plan issued in Singapore.
US Person Declaration Form (Singapore)

This form should be used where you are a non-US resident US Person wishing to buy or increase the investment in your Singapore issued Plan.
Utmost International Payment Instruction Form

Utmost International Payment Instruction Form.
Utmost Trustee Solution 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).
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

Bespoke assets for your Policy Terms
Executive Investment Account Policy Terms

The document details the policy terms and conditions for the Executive Investment Account.
Focus Life Plan Terms and Conditions (Singapore)

Focus Life Plan Terms and Conditions (Singapore)
Silk Life Plan Policy Terms Chinese translation

This accompanying translation is for informational purposes only and has no legal effect. Any interpretation of the relevant terms and provisions shall be based on the English version.
Silk Life Plan Terms & Conditions for Singapore

The policy terms and conditions for the Silk Life Plan.
WI: Online Declaration for FIA IA EIA

Declarations for the Executive Investment Account, Flexible Investment Account and Investment Account.

Product Guides/Brochures/Snapshots and Training Materials

Executive Investment Account client brochure – widest possible investment opportunities

Client brochure promoting the benefits of investing in the Executive Investment Account.
Executive Investment Account product summary

This document is a summary of the product and should be read before investing in the Executive Investment Account.
Focus Product Summary (Singapore)

Focus Product Summary (Singapore)
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.
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.
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.
Silk At A Glance EN

This at a glance document highlights the main features of the Silk Life Plan.
Silk At A Glance (Singapore – Chinese)

This at a glance document highlights the main features of the Silk Life Plan.
Silk Life Plan client brochure (English)

Client brochure promoting the benefits of investing in the Silk Life Plan.
Silk Life Product Summary (Chinese)

This document is a summary of the product and should be read before investing in the Silk Life Plan.
Silk product brochure (Singapore – Chinese)

Client brochure promoting the benefits of investing in the Silk Life Plan.
SILK Product Summary (Singapore – English)

This document is a summary of the product and should be read before investing in the Silk Life Plan.
Tailored Life Trust Brochure

A guide to the Tailored Life Trust with VUL
Utmost International Isle of Man Limited – Corporate Infographic – English

Utmost International Isle of Man Limited Who We Are
Wealth Interactive Third Party and Other Users Matrix

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

Right to Change Your Mind Forms and guides/KFD

FOCUS Life Plan Key Features Document (Singapore)

Focus Life Plan Key Features Document (Singapore). This document highlights the key features of Focus

Tax and regulatory Literature/technical sales aids and literature

Are You Sure Surrendering is the Best Option?

Sales aid for clients to check if surrendering their policy is the right option for them.
Authorised custodian model (Chinese)

A guide to help you understand our Authorised Custodian Model.
Authorised Custodian Model Guide

A guide to help you understand our Authorised Custodian Model.
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 Singapore

The process highlighted in this document applies to Utmost International Isle of Man Limited Singapore Branch products.
Efficiently and Effectively Passing on your Wealth Case Study

This sales aid explores the main differences between the benefits of investing in a portfolio bond with nominations as opposed to writing a will.
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.
Executive Investment Account Reasons Why Document

This document suggests some of the 'reasons why' to invest in this product that you may wish to incorporate within your recommendation letters for your clients.
The document shows our top six principles of investing.
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.
Silk Concept Sheet – Business continuation buy/sell (Singapore – Chinese)

Business continuation buy/sell sales aid - Chinese version.
Silk Concept Sheet – Business Continuation Buy/Sell (Singapore – English)

Business continuation buy/sell sales aid. English version.
Silk Concept Sheet – Legacy planning (Singapore – Chinese)

Sales aid in Chinese. Legacy planning with the Silk Life Plan.
Silk Concept Sheet – Legacy Planning (Singapore) (English)

Legacy planning with the Silk Life Plan. Sales aid in English.
Silk Concept Sheet – Privacy Protection (Singapore – Chinese)

Sales aid in Chinese with information about privacy protection with the Silk Life Plan.
Silk Concept Sheet – Privacy Protection (Singapore – English)

Sales aid in English with information about privacy protection with the Silk Life Plan.
Stockbroker and custody charges

This sales aid shows the stockbroker and custody charges that may apply on Portfolio Bonds.
Succession Planning for China Tax Residents

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.
Succession Planning for Clients who are China Tax Residents

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.
Succession planning for clients who are china tax residents – Chinese

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.
Tailored Life Plan at a glance

This document provides a summary of the Tailored Life Plan. The Tailored Life Plan is a single premium, whole of life investment-linked life assurance policy designed for High Net Worth individuals. It provides a high level of life protection for the lifetime of the relevant life assured as well as the flexibility to meet their ever-changing wealth management needs
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.
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 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.
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.
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.
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.
The Lucky Eight Sales Aid

This document highlights eight key benefits for China tax residents using investment-linked life insurance policies.
The Lucky Eight Sales Aid (Chinese)

This document highlights eight key benefits for China tax residents using investment-linked life insurance policies.
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.
The super six sales aid (Chinese)

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.
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.
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.
Wealth solutions from Utmost International – HNW (Chinese)

How our solutions can help with wealth planning.
Wealth Solutions from Utmost International – HNW (English)

How our solutions can help with wealth planning.

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.
Discounted Gift Trust Deed Form (English Law – Bare Version)

This deed should be used with ex-Quilter products or the following range of product types only: Executive Investment Bonds/Portfolios/Accounts (including European Collective Investment Bond), Wealth Portfolio Bonds, Managed Capital Accounts and Life Insurance Portfolios.
Discounted Gift Trust Deed Form (English Law – Discretionary Version)

This deed should be used with ex-Quilter products or the following range of product types only: Executive Investment Bonds/Portfolios/Accounts (including European Collective Investment Bond), Wealth Portfolio Bonds, Managed Capital Accounts and Life Insurance Portfolios.

Change your Policy

Application Form

Application for an Online Service Account and appointment of a lead policyholder on Wealth Interactive

This form allows individual investors to request online access via Wealth Interactive and appoint a Lead Policyholder.
Focus Single Premium Top Up (Singapore)

Focus Single Premium Top Up application form. Use this form if you originally took bought a Focus Life plan in Singapore and want to apply for an additional Single Premium

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

Asset Nomination Form

Asset Nomination Form. For use with the Flexible Investment Account only.
Focus ILP Sub-Funds Brochure

Focus ILP Sub-Funds Brochure listing offered ILP Sub-Funds
Focus ILP Sub-Funds Performance

Focus ILP Sub-Funds Performance
Focus (Singapore) ILP Sub-Funds Overview

Focus (Singapore) ILP Sub-Funds Overview. Should be read along with ILP Sub-Funds Brochure.
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 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.

Operational Forms (not application form)

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 Account.
Amendment to Wealth Interactive, Policyholder Online Service Terms

This form allows Trustee Policyholders to request online access for their Clients/Members.
Amendment to Wealth Interactive, Policyholder Online Service Terms (Providing Limited Access)

This form allows Trustee Policyholders to request online access for their Clients/Members.
Application for GIRO – Singapore

This form should be used were you want to apply to pay your premiums by GIRO (Singapore)
Appointing a Fund Adviser

Please use this form if you wish to appoint a fund adviser to your Utmost International policy.
Appointment of a Lead Policyholder

This form can be used to appoint a lead policyholder - for use with the flexible investment account
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.
Beneficial Owner Identification Form – Singapore

This form should be used were you want to provide details of the Beneficial Owner Identification (Singapore)
Change of Address Form – Singapore

This form should be used where you want to notify us of a change of address and you originally bought your Plan in Singapore.
Change of Details Form – UWWS

Use this form if you wish to provide us with change of details form, name, address, email, phone number
Change of financial adviser
Current Financial Information Request

Please use this form to declare your current taxation status, residence, and financial information.
Declaration of an Assignment – Singapore

This form should be used were you want to notify us of an Assignment of your Plan (Singapore)
Declaration of Non-Irish Residency

Policyholders resident outside Ireland are required by the Irish Revenue Commissioners to make the above declaration.
Deed of Assignment Singapore

This deed should be used for Singapore products only. It is a deed of assignment for one or more assignees.
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.
Entity International Tax Compliance From (Singapore)

This form should be used were you are an entity and want to self-certify your tax compliance (Singapore)
Executive Investment Account – Discretionary Change in DAM form

Request for Utmost International Isle of Man limited to change a Discretionary Asset Manager
Individual International Tax Compliance (Singapore)

This form should be used were you are an individual and want to self-certify your tax compliance (Singapore)
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.
Online Service Centre Registration (as an individual) Request (Singapore)

This form should be used were you want to register (as an Individual) for access to our Online Service Centre (Singapore)
Payment Card Mandate (Singapore)

This form should be used were you want to pay your premium by Visa or Mastercard (Singapore)
Professional Portfolio Additional Premium Request (Singapore)

This form should be used were you want to request an additional Premium on your Professional Portfolio Plan (Singapore)
Professional Portfolio Appointment of an Investment Manager Request (Singapore)

This form should be used were you want to request the appointment of an Investment Manger to you Professional Portfolio Plan (Singapore)
Professional Portfolio Dealing Instruction Form (Singapore)

This form should be used were you want to instruct us to deal in the Investment Instruments underlying your Professional Portfolio Plan (Singapore)
Professional Portfolio Fixed Deposit Placement Request (Singapore)

This form should be used were you want to have a Fixed Deposit included in the investments underlying your Professional Portfolio Plan (Singapore)
Professional Portfolio Structured Product Confirmation (Singapore)

This form should be used where you want to include structured products as underlying investments on your Singapore issued Professional Portfolio Plan.
QROPS QNUPS SIPP Investment Adviser Appointment Authorisation Executive Investment Account

This form is to be used by the Trustees to appoint the Pension Member as an Investment Adviser.
Regular Premium Increase and Single Premium Top-Up Request (Singapore)

This form should be used where you want to request a regular premium increase or a single premium top-up on your unit-linked Plan which was purchased in Singapore.
Regular Premium Reduction Request (Singapore)

This form should be used where you want to request a regular premium reduction on your Plan if purchased in Singapore.
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 DAM (Singapore)

Request for Utmost International Isle of Man Limited to Appoint a Discretionary Asset Manager (On a Discretionary Basis) For use with the Executive Investment Account and Silk Life Plan only. For Singapore use only
Silk Life Plan Letter of Authorisation

This Letter of Authorisation permits the Authorised Individual to carry out any of the following actions in respect of the Accounts (designated with the above-referenced Silk Life Plan number) opened by Utmost International with the Authorised Custodian.
Singapore Nomination of Beneficiary Form 4 – Revocable Nomination – UW Version

Singapore Nomination of Beneficiary Form 4 - Revocable Nomination. This form can only be used to make a revocable nomination in respect of one relevant policy.
Specimen Signature Form (Singapore)

This form should be used were your proof of identity documents do not include a signature or where the signature differs from you current signature (Singapore)
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.
Telegraphic Transfer Details to Utmost International

Telegraphic transfer details to Utmost International Isle of Man Limited. This only applies to Singapore regulated policies via Wealth Interactive.
Unit-Linked Alteration of ILP Sub Funds (Singapore)

This form should be used were you want to Change the ILP Sub Funds underlying your Plan (Singapore)
Unit Linked Investment Services Authority Form (Singapore)

This form should be used where you want to appoint an Investment Adviser to your unit-linked Plan issued in Singapore.
US Person Declaration Form (Singapore)

This form should be used where you are a non-US resident US Person wishing to buy or increase the investment in your Singapore issued Plan.
Utmost International Isle of Man Client Information and Change of Details Form

This form can be used if you are an existing Utmost customer to notify us if you have changed your name and/or specimen signature, your address, your email address, your telephone number.
Vision Reinstatement Request Form (Singapore)

This form should be used where you want to request reinstatement of your Vision Plan (Singapore)

Policy Conditions

Bespoke assets for your Policy Terms
Focus Life Plan Terms and Conditions (Singapore)

Focus Life Plan Terms and Conditions (Singapore)

Tax and regulatory Literature/technical sales aids and literature

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.
Kenya tax note

Taxation of an Offshore Life Assurance or Redemption Policy Purchased Outside of Kenya by a Kenyan Resident
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.
Silk Concept Sheet – Estate equalisation (Singapore – Chinese)

Sales aid in Chinese for the Silk Life Plan - Estate Equalisation
Silk Concept Sheet – Estate Equalisation (Singapore) English

Sales aid in English for the Silk Life Plan - Estate Equalisation
Utmost International Complaints Leaflet

This leaflet explains what you need to do if you are dissatisfied, and details what to expect from us when you complain.

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)
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.
Singapore Trust Beneficiary Form 4 – Revocable Nomination

This form can only be used to make a revocable nomination in respect of one relevant policy.
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.
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.
Singapore Trust Beneficiary Nomination Form 1

This form can only be used to make a trust nomination in respect of one relevant policy.
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.

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)

Claim For Death Benefit (Singapore)

This form should be used where you want to notify us of a death benefit claim under a Plan which was purchased in Singapore.
Death Claim Form

This form can be used to notify us of the death of the policy holder on the Life Insurance Portfolio, Silk Life Plan and Tailored Life Plan.
Entity International Tax Compliance From (Singapore)

This form should be used were you are an entity and want to self-certify your tax compliance (Singapore)
Individual International Tax Compliance (Singapore)

This form should be used were you are an individual and want to self-certify your tax compliance (Singapore)
Never received / Lost Policy Declaration (Singapore)

This form should be used were you want to declare that you have never received or have lost your policy documents and provide an indemnity in our favour in the event of us paying a claim without the original documents (Singapore)
Portfolio Bond Withdrawal / Surrender Form

Surrender and Withdrawal Request Form for Portfolio Bond
Professional Portfolio Discharge and Request for Payment Form (Singapore)

This form should be used were you want to request accept final payment and discharge us from all future liabilities (Singapore) under your plan
Professional Portfolio Payment Surrender Form

Use this from to request a full or partial surrender of your Professional Portfolio plan if you purchased your Plan in Singapore
Unit-Linked Full Surrender Request (Singapore)

This form should be used where you want to request the surrender of your Utmost Worldwide unit-linked Plan issued in Singapore.
Unit-Linked Partial Surrender Request Form (Singapore)

This form should be used where you want to partially surrender your unit-linked Plan originally issued in Singapore.
Withdrawal and surrender form for LIP, TLP and Silk

Withdrawal and surrender form for LIP, TLP and Silk

Policy Conditions

Focus Life Plan Terms and Conditions (Singapore)

Focus Life Plan Terms and Conditions (Singapore)

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.
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.