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Application Form

Ansökan om tilläggsinvestering till din Swedish Executive Portfolio (Top-up Form)

Gäller för privatägd, samt företagsägd försäkring. Please use this form if you would like to add an additional lump sum to an existing Swedish Executive Portfolio. This form can be used for individual and corporate investors. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document, if applicable.
Ansökningsblankett för tillägg av ytterligare livförsäkrad (Adding an Additional Life Assured)

Swedish Executive Portfolio Application Form to include an additional life assured.
Företagsansökan ansökningsblankett (Swedish Executive Portfolio Application Form for Corporate Investors)

Please use this application form for corporate investors wishing to invest in the Swedish Executive Portfolio - PRIIPs. This application is bilingual. Please note that you will also need to fill out the Tax Declaration and Self Certification document.
Privatansökan ansökningsblankett (Swedish Executive Portfolio Application Form for Individual Investors)

Please use this application form for individual investors wishing to invest in the Swedish Executive Portfolio - PRIIPs. This application is bilingual. Please note that you will also need to fill out the Tax Declaration and Self Certification document. Bilingual document
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.
Client Verification and Certification Guide

This document provides information on certifying photocopied identification and address documents. As part of the global efforts to prevent money laundering, Utmost International has to verify the identity and address of all individuals party to a contract (for example applicant(s), trustees, power of attorney). Unless the documents provided are originals, they will need to be certified by a suitable certifier.
Source of Fund and Source of Wealth Guidelines

This document can be used as guidance for financial crime risk purposes.
Utmost International Isle of Man Intermediary Terms of Business

These Intermediary Terms of Business and the Rates of Commission govern your relationship with Utmost International Isle of Man Limited (Utmost International) and cover the way we do business with you, the Intermediary. These Intermediary Terms of Business and any documents referred to in it replace any previous Terms of Business you have with Quilter International.
Utmost PanEurope dac Banking Details

This document includes the banking details for Utmost PanEurope dac.

Investment literature/Strategies

Blankett för investeringsinstruktion – Swedish Executive Portfolio Dealing Instruction Form UPE

Blankett för investeringsinstruktion – Swedish Executive Portfolio Dealing Instruction form UPE.
Dealing Instruction Form (Sweden)

Purchase/sales requests – A minimum of £2.500, or equivalent in other currencies, must be invested in any one asset. This form may also be used to instruct currency conversion.
Where to Find Information About Units and Funds Linked to your Utmost PanEurope dac policy – Bilingual

Where to Find Information About Units and Funds Linked to your Utmost PanEurope dac policy - Bilingual

KIDS/SIDS

Faktablad (Key Information Document – KID) Swedish Executive Portfolio – PRIIP – Produkter

This is the Key Information Document (KID) for the Swedish Executive Portfolio - PRIIPs.
Swedish Executive Portfolio – PRIIPs Key Information Document (KID) (English)

This is the Key Information Document (KID) for the Swedish Executive Portfolio - PRIIPs.

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.
Executive Investment Bond – Swedish Document

Executive Investment Bond - Swedish Document.
Formulär för förordnande av förmånstagare för Swedish Executive Portfolio med en försäkringstagare

Fyll i det här formuläret om försäkringstagaren vill förordna att äganderätten till Swedish Executive Portfolio vid försäkringstagarens död ska övergå till de förmånstagare. (This form is to be used when the Policyholder wishes to nominate that the ownership of the Swedish Executive Portfolio is transferred upon death of the Policyholders to the beneficiaries nominated in this form. This form is to be used when there is only one policyholder.)
Formulär för förordnande av förmånstagare för Swedish Executive Portfolio med flera försäkringstagare

Fyll i det här formuläret om försäkringstagarna vill förordna att äganderätten till Swedish Executive Portfolio vid en eller flera försäkringstagares död ska övergå till de kvarvarande försäkringstagarna, och vid den sista försäkringstagarens död till de förmånstagare. (This form is to be used when the Policyholder wishes to nominate that the ownership of the Swedish Executive Portfolio is transferred upon death of the Policyholders to the surviving policyholders and upon death of the last policyholder to the beneficiaries nominated in this form. This form is to be used when there are multiple policyholders.)
Ägarbyte – Från en företagsägd försäkring till en anställd.

Denna blankett är till för att genomföra själva ägarbytet, dock måste denna alltid kompletteras med ytterligare dokumentation för att identifiera den/de nya ägaren/arna. Såsom tex. Vidimerad ID-kopia, skatteuppgifter & försäkran, etc. Ta kontakt med Quilter International för att ta reda på vad de kompletterande kraven är för att genomföra ert specifika ägarbyte, då detta kan variera för olika typer av ägarbyten.
Ägarbyte – Från en privatägd försäkring, ägd av två personer, till en företagsägd försäkring

Denna blankett är till för att genomföra själva ägarbytet, dock måste denna alltid kompletteras med ytterligare dokumentation för att identifiera den/de nya ägaren/arna. Såsom tex. Vidimerad ID-kopia, skatteuppgifter & försäkran, etc. Ta kontakt med Utmost International för att ta reda på vad de kompletterande kraven är för att genomföra ert specifika ägarbyte, då detta kan variera för olika typer av ägarbyten.
Ägarbyte – Från en privatägd försäkring till en företagsägd försäkring

Denna blankett är till för att genomföra själva ägarbytet, dock måste denna alltid kompletteras med ytterligare dokumentation för att identifiera den/de nya ägaren/arna. Såsom tex. Vidimerad ID-kopia, skatteuppgifter & försäkran, etc. Ta kontakt med Quilter International för att ta reda på vad de kompletterande kraven är för att genomföra ert specifika ägarbyte, då detta kan variera för olika typer av ägarbyten.
Ägarbyte – Utse en ny privatperson som försäkringstagare

Denna blankett är till för att genomföra själva ägarbytet, dock måste denna alltid kompletteras med ytterligare dokumentation för att identifiera den/de nya ägaren/arna. Såsom tex. Vidimerad ID-kopia, skatteuppgifter & försäkran, etc. Ta kontakt med Quilter International för att ta reda på vad de kompletterande kraven är för att genomföra ert specifika ägarbyte, då detta kan variera för olika typer av ägarbyten.
Know Your Client – Source of Funding and Verification of Identity

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.
Portfolio Bond Minimum Residual Value

Published minimum residual values as at February 2021
Portfolio Bond Transaction Account Overdraft Limit

The published overdraft limit of transaction accounts for applicable portfolio bonds.
Skatteuppgifter och försäkran För enheter (Tax Info and Self-Certification for Entity Investors) (FATCA/CRS)

Vänligen använd det här formuläret för att bekräfta skattestatusen för förvaltare och företagssökande. Please use this form to confirm the tax status for Trustee and Corporate applicants.
Skatteuppgifter och försäkran För individer (Tax Info and Self-Certification for Individual Investors) (FATCA/CRS)

Använd detta formulär för att bekräfta skattestatusen för enskilda sökande. Please use this form to confirm the tax status for individual applicants.
Utmost International Isle of Man Limited bank details

Please use this document to find the telegraphic transfer details when transferring money to Utmost International Isle of Man Limited via Wealth Interactive.
Utse en investeringsrådgivare till din Swedish Executive Portfolio (Appointing a Fund Adviser)

Denna blankett ska inte användas om ytterligare livförsäkringsskydd ingår (eller ska ingå) eller om försäkringstagaren har eller i framtiden kan komma att ha sin hemvist i storbritannien. Blanketten kan inte användas för att ta bort en livförsäkrad, utan endast för att lägga till livförsäkrade. Please use this form to appoint a fund adviser to a Swedish Executive Portfolio. The form must be completed by the policyholder and the fund adviser.
Överföra tillgångar till din Swedish Executive Portfolio (Transferring Assets to your Swedish Executive Portfolio)

Använd det här formuläret vid överföring av externa tillgångar till en Swedish Executive Portfolio. Se till att skaffa och läsa den tillämpliga kundbroschyren och försäkringsvillkoren för din Swedish Executive Portfolio innan det här formuläret fylls i. This form should be used when transferring external assets to a Swedish Executive Portfolio.

Policy Conditions

Swedish Executive Portfolio – PRIIPS Policy Terms

This document details the policy terms and conditions which apply to the Swedish Executive Portfolio - PRIIPs product.

Product Guides/Brochures/Snapshots and Training Materials

Produktbroschyr om Swedish Executive Portfolio (Client Brochure)

Client brochure to promote the benefits of the Swedish Executive Portfolio. This brochure is in Swedish.
Swedish Executive Portfolio Client Brochure (English)

Client product brochure promoting the benefits of the Swedish Executive Portfolio.
Swedish Executive Portfolio PRIIPs Product Snapshot

This document highlights the product features and benefits of investing into the Swedish Executive Portfolio.
Swedish Executive Portfolio Produktöversikt

Detta dokument belyser produktegenskaperna och fördelarna med att investera i den Swedish Executive Portfolio.

Tax and regulatory Literature/technical sales aids and literature

Declaration of Income EL

English version of the existing SEP Yield Tax Document
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.
Executive Investment Bond (Sweden) Origin of Wealth Guidelines

Executive Investment Bond (Sweden) Origin of Wealth Guidelines.
Infor Deklarationen Inkomstar SE

Infor Deklarationen Inkomstar SE
Intermediary Terms of Business for Utmost PanEurope

These Intermediary Terms of Business and the Rates of Commission govern your relationship with Utmost PanEurope dac and cover the way we do business with you, the Intermediary. These Intermediary Terms of Business and any documents referred to in it replace any previous Terms of Business you have with Quilter International.
Key Investor Document/ Tax and other important information for Sweden

This document provides the policyholder with important information before investing in the Swedish Executive Portfolio. This document does not contain a full overview of the pre-purchase information.
Take your pension away with you – Qualifying Recognised Overseas Pension Scheme (QROPS) Brochure

Qualifying Recognised Overseas Pension Scheme, Client Brochure promoting the benefits of (QROPS).
Tax and Other Information Guide for Residents of the European Economic Area

This document is designed for habitual residents of EEA countries (EU countries plus Iceland, Norway and Liechtenstein). Please refer to our other country specific documents, which are available on our website.
Top Ups accepteras nu från Portugal. (Top Ups Now Accepted From Portugal)

Säljhjälp som främjar uppladdningar från Portugal till den Swedish Executive Portfolio. (Sales aid promoting top ups from Portugal into the Swedish Executive Portfolio.)

Change your Policy

Application Form

Making an Additional Payment to a Utmost International Portfolio Bond

Please use this form to top-up an existing Utmost International portfolio bond.

Guides and Supporting Documents

Client Verification and Certification Guide

This document provides information on certifying photocopied identification and address documents. As part of the global efforts to prevent money laundering, Utmost International has to verify the identity and address of all individuals party to a contract (for example applicant(s), trustees, power of attorney). Unless the documents provided are originals, they will need to be certified by a suitable certifier.

Operational Forms (not application form)

Appointment of an Authorised Custodian Form

This form can be used if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac. to appoint an authorised custodian in respect of your bond/ account/plan/ policy. For use with the following products - Collective Investment Plan, Executive Life Portfolio, Spanish Collective Investment Bond, Life Investment Portfolio, Life Investment Portfolio Plus, and Wealth Management Plan.
Appointment of an Authorised Custodian(s) Form

This form can be used if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac. to appoint an authorised custodian in respect of your bond/ account/plan/ policy. For use with the following products - European Portfolio Bond, European Wealth Bond, Executive Investment Plan, International Portfolio Bond, International Wealth Bond, Swedish Executive Portfolio, Silk Life Plan, and Tailored Life Plan.
Begäran om Abyre av Förvaltare

Detta formulär kan användas för att begära att överföra vårdnad om tillgångar.This form can be used to request to transfer custodianship of assets.
Declaration of Non-Irish Residency

Policyholders resident outside Ireland are required by the Irish Revenue Commissioners to make the above declaration.
Depåfullmakt för Placeringsberättigad Executive Investment Bond

Detta formulär kan användas med Executive Investment Bonds som ett fullmaktsbrev för investeringar.This form can be used with Executive Investment Bonds as a letter of authorisation for investment.
EIB (Sweden) Appointment of Fund Adviser Form

Executive Investment Bond EIB (Sweden) Appointment of Fund Adviser Form.
EIB (Sweden) Pledge Form For Pension Agreement

Executive Investment Bond EIB (Sweden) Pledge Form For Pension Agreement.
Ägarbyte – Utse flertalet nya privatpersoner som försäkringstagare
Swedish Executive Portfolio Loan Appendix Form

Complete this form if you wish for the Loan Appendix contained in this document to be incorporated into your policy.

Making a Surrender or Claim

Guides and Supporting Documents

Client Verification and Certification Guide

This document provides information on certifying photocopied identification and address documents. As part of the global efforts to prevent money laundering, Utmost International has to verify the identity and address of all individuals party to a contract (for example applicant(s), trustees, power of attorney). Unless the documents provided are originals, they will need to be certified by a suitable certifier.

Operational Forms (not application form)

Portfolio Bond Withdrawal / Surrender Form

Surrender and Withdrawal Request Form for Portfolio Bond