Literature Library – UK

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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.

Request remuneration to your Financial Adviser

  • Type: PDF
  • Ref: UWSQ PR 25129
Please use this form to pay an ongoing service fee or ongoing service charge to your financial adviser.
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.

Deferring a policy fund entitlement

  • Type: PDF
  • Ref: UWSQ PR 25162
This form needs to be completed when a client requests to change their Policy Fund entitlements.

Letter of wishes – example wording

  • Type: PDF
  • Ref: UTSQ PR 25160

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.

Lifestyle Trust adviser FAQs

  • Type: PDF
  • Ref: UWSQ PR 25097
This sales aid aims to answer any questions you may have about the Lifestyle Trust.

Lifestyle Trust client FAQs

  • Type: PDF
  • Ref: UWSQ PR 25098
This question and answer document aims to answer any questions you may have about the Lifestyle Trust.

Lifestyle Trust – options at vesting date

  • Type: PDF
  • Ref: UWSQ PR 25104

Adviser appropriateness questionnaire

  • Type: PDF
  • Ref: UWSQ PR 21517