Literature Library – Sweden

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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.
Please use this form for requesting a withdrawal in Sweden.
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.

Portfolio Bond minimum residual value

  • Type: PDF
  • Ref: UWSQ PR 21018
Published minimum residual values as at February 2021
Please use this form to top-up an existing Utmost International portfolio bond.

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 request Utmost International Isle of Man Limited or Utmost PanEurope dac to appoint an authorised custodian.
Please use this form to request Utmost International Isle of Man Limited or Utmost PanEurope dac appoint an authorised custodian.
This document does not give guidance on where Utmost PanEurope dac can accept business from. It should only be used as guidance for financial crime risk purposes.
The Swedish Executive Portfolio - PRIIPs policy terms.