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LITERATURE LIBRARY – SPAIN

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

PWP España Formulario de solicitud de prestación de fallecimiento o supervivencia
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

Anti-money Laundering and Source of Wealth Pack – Utmost PanEurope

Confirmation of the anti-money laundering and source of wealth requirements for Utmost PanEurope bonds.

Investment literature/Strategies

PWP España Formulario de Estrategia de Inversión

KIDS/SIDS

Escenario de Rentabilidad Mensual – Estrategia de Inversión Conservadora Discrecional
Escenario de Rentabilidad Mensual – Estrategia de Inversión Discrecional Agresiva
Escenario de Rentabilidad Mensual – Estrategia de Inversión Discrecional Crecimiento
Escenario de Rentabilidad Mensual – Estrategia de Inversión Discrecional Equilibrada Moderada
Escenario de Rentabilidad Mensual – Estrategia de inversión discrecional equilibrada moderada
Estrategia de inversión discrecional Agresiva
Estrategia de inversión discrecional Conservadora
Estrategia de inversión discrecional de Crecimiento
Estrategia de inversión discrecional Equilibrada Defensiva
Estrategia de inversión discrecional Equilibrada Moderada
Información sobre rentabilidades anteriores – Estrategia de inversión discrecional agresiva
Información sobre rentabilidades anteriores – Estrategia de inversión discrecional Crecimiento
Información sobre rentabilidades anteriores – Estrategia de inversión discrecional equilibrada defensiva
Información sobre rentabilidades anteriores – Estrategia de inversión discrecional equilibrada moderada
Información sobre rentabilidades pasadas – Estrategia de inversión conservadora discrecional
PWP España Documento de Datos Fundamentales para el Inversor (DFI)
PWP Spain 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 Spain 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 Spain 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 Spain Conservative discretionary investment strategy

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

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 España Declaración de Salud
PWP España Declaración del tomador del seguro – Intención de trasladarse a España
PWP España Formulario de Autocertificación de Cumplimiento Fiscal Internacional
PWP España Formulario de Condiciones Particulares del Seguro Extraviadas / Nunca Recibidas
PWP España Formulario de Designación de Beneficiarios
PWP España Formulario de firma
PWP España Formulario de Notificación de Asignación de Póliza
PWP España Formulario de Notificación de Prenda
PWP España Formulario de Solicitud de Rescate y de Rescate regular
PWP España Solicitud de Acceso Directo a Información

Policy Conditions

PWP España Condiciones Generales Del Seguro

Product Guides/Brochures/Snapshots and Training Materials

PWP España Nota Informativa
PWP España Snapshot

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

Investment literature/Strategies

PWP España Formulario de Estrategia de Inversión

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 España Declaración del tomador del seguro – Intención de trasladarse a España
PWP España Formulario de Autocertificación de Cumplimiento Fiscal Internacional
PWP España Formulario de cambio de nombre y domicilio
PWP España Formulario de Notificación de Asignación de Póliza
PWP España Formulario de Notificación de Prenda
PWP España Formulario de Prima Adicional

Making a Surrender or Claim

Operational Forms (not application form)

PWP Notice of Cancellation Form

Terms and Conditions
Regulatory Information
Cookie Policy
Privacy Statements
MODERN SLAVERY ACT
Shareholder Rights Directive II
Sustainable Finance Disclosure Regulation
Gender Pay Gap Report

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