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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.
This form can be used for the majority of our portfolio bonds across both Utmost International Isle of Man Limited and Utmost PanEurope dac products.

Digital signature app – non-UK

  • Type: PDF
  • Ref: UWSQ PR 20815

Lifestyle Trust policy fund tracker

  • Type: PDF
  • Ref: UWSQ PR 25107
This editable document provides trustees with a template to keep track of any changes to entitlement dates.

Adviser appropriateness questionnaire

  • Type: PDF
  • Ref: UWSQ PR 21517
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.
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.

Portfolio Bond minimum residual value

  • Type: PDF
  • Ref: UWSQ PR 21018
Published minimum residual values as at February 2021

Appointing a fund adviser

  • Type: PDF
  • Ref: UWSQ PR 20985
Please use this form if you wish to appoint a fund adviser to your Utmost International policy.

PayNow Details

  • Type: PDF
  • Ref: UWSQ PR 20901

Source of Wealth questionnaire

  • Type: PDF
  • Ref: UWSQ PR 20888
Please use this questionnaire for providing details of a client's wealth.
Please use this form to confirm the tax status for Trust applicants.