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LITERATURE LIBRARY – PORTUGAL

Home / Literature Library

If you know the document code, name or key word of what you are looking for you can search here.

Alternatively choose one of the following processes to help us direct you to the right document.

New Policy

Application Form

Adenda ao boletim de adesao para aconselhamento discricionario
PWP Portugal Application Booklet

Investment literature/Strategies

PWP Portugal Formulário de Estratégia de Investimento

KIDS/SIDS

Cenario de Desempenho Mensual – Estratégia de investimento discricionária balanceada defensiva
Cenário de Desempenho Mensal – Estratégia de investimento discricionária agressiva
Cenário de Desempenho Mensal – : Estratégia de investimento discricionária crescente
Cenário de Desempenho Mensual – Estratégia de investimento discricionária balanceada moderada
Cenário de Desempenho Mensual – Estratégia de investimento discricionária conservadora
Documento de desempenho passado – Estratégia de investimento discricionária agressiva
Documento de desempenho passado – Estratégia de investimento discricionária balanceada defensiva
Documento de desempenho passado – Estratégia de investimento discricionária balanceada moderata
Documento de desempenho passado – Estratégia de investimento discricionária conservadora
Documento de desempenho passado – Estratégia de investimento discricionária crescent
Estratégia de investimento agressiva e discricionária
Estratégia de Investimento Conservadora e Discricionária
Estratégia de Investimento de Crescimento Discricionário
Estratégia de investimento discricionária, defensiva e equilibrada
Estratégia de investimento discricionária, equilibrada e moderada
PWP Portugal Adventurous discretionary investment strategy

This Specific Information Document contains information on the Adventurous Investment Strategy. The objective of this strategy is to deliver a real return, ahead of cash over the long term.
PWP Portugal Balanced Defensive discretionary investment strategy

The objective of this investment strategy is to generate income and increase the value of the investment over the long term, while maintaining low levels of volatility.
PWP Portugal Balanced Moderate discretionary investment strategy

The objective of this investment strategy is long-term capital appreciation through a combination of capital growth and income-producing assets.
PWP Portugal Conservative discretionary investment strategy

The objective of this investment strategy is long-term capital preservation through investment in low-volatility assets.
PWP Portugal Growth discretionary investment strategy

The objective of this investment strategy is to maximise investment returns through a combination of capital growth and income producing assets.
PWP Portugal Key Information Document

This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the characteristics, risks, costs, gains and potential losses of the product.
PWP Portugal KID Documento de Informação Fundamental

Marketing Collateral

Utmost Wealth Solutions Company Brochure – Adviser version

Company brochure for Utmost Wealth Solutions (Financial Adviser only).

Operational Forms (not application form)

Declaration of Non-Irish Residency

Policyholders resident outside Ireland are required by the Irish Revenue Commissioners to make the above declaration.
PWP Portugal Declaração Para Intermédiario Com Escritorio Em Portugal
PWP Portugal Declaração Para Intermédio
PWP Portugal Declaração Para Intermediário
PWP Portugal Declaração Para o Tomador Da Apólice
PWP Portugal Declaração Relativa de Saúde
PWP Portugal Formulário de Auto-Certificação de Conformidade Fiscal Internacional
PWP Portugal Formulário de notificação de rescisão de posição contratual
PWP Portugal Formulário para pagamento de Prémio Adicional
PWP Portugal Sales Consultant Declaration
PWP Sales Consultant Declaration

Policy Conditions

PWP Portugal Termos e Condições

Product Guides/Brochures/Snapshots and Training Materials

PWP Portugal Guia Do Producto
PWP Portugal Nota Informativa ao Consumidor
Snapshot Para Portugal

Tax and regulatory Literature/technical sales aids and literature

Doing business with Utmost International – Electronic Submissions in Europe_HK

The process highlighted in this document applies to Utmost International Isle of Man Limited and Utmost Pan Europe dac products.
Private Wealth Portfolio – How to minimise foreign tax on dividend income

A sales aid to explain tax relief at source on foreign withholding tax.

Change your Policy

Application Form

Adenda ao boletim de adesao para aconselhamento discricionario

Investment literature/Strategies

PWP Portugal Formulário de Estratégia de Investimento

Operational Forms (not application form)

Declaration of Non-Irish Residency

Policyholders resident outside Ireland are required by the Irish Revenue Commissioners to make the above declaration.
PWP Portugal Formulário de Alteração de Nome e Endereço
PWP Portugal Formulário de notificação de rescisão de posição contratual

Policy Conditions

Product Guides/Brochures/Snapshots and Training Materials

PWP Portugal Guia Do Producto

Making a Surrender or Claim

Operational Forms (not application form)

PWP Portugal Formulário de Notificação de Cancelamento
PWP Portugal Formulário de pedido de pagamento de benefício por morte
PWP Portugal Formulário de Pedido de Resgate e de Redução Regulares
PWP Portugal Notice of Cancellation Form

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MODERN SLAVERY ACT
Shareholder Rights Directive II
Sustainable Finance Disclosure Regulation
Gender Pay Gap Report

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