Packaged Retail and Insurance-based Investment Products (PRIIPs) Download Area
The PRIIPs Regulation requires distributors to provide prescribed key information to clients prior to the client subscribing for a product to assist them in comparing products and in making an informed investment decision.
The product Key Information Documents (KIDs) and the Specific Information Documents (SIDs) relating to product investment options are available below for each relevant product. To download the required documents, choose from the product list below and then select the relevant literature you require.
You can also access past performance and performance scenario documents by visiting the relevant page, past performance or performance scenario.
- Apex France
- Apex Portugal
- Delegation UK
- Estate Planning Bond UK
- European Executive Investment Bond
- Evolution UK
- French Executive Portfolio
- Generation Planning Bond UK
- Private Wealth Portfolio France
- Private Wealth Portfolio Italy
- Private Wealth Portfolio Portugal
- Private Wealth Portfolio Spain
- Private Wealth Portfolio UK
- Selection Malta
- Selection UK
- Spanish Collective Investment Bond
- Swedish Executive Portfolio
- Target Finland
- Wealth Portfolio Finland - Charging Structures A – D
- Wealth Portfolio Finland - Charging Structure E
Apex France
- You can search for detailed information on funds and fund performance. Click here to access our Fund Search Tool – then click ‘Advanced Search’ and select Apex France from the Product Type menu.
As Utmost PanEurope offers contracts with guarantees expressed in units of account, the following table provide policyholders and prospective policyholders with the values of these units of account, their performance, the fees charged by the insurance company for each unit of account, the fees incurred by the assets representing the unit-linked commitment and, where applicable, the retrocessions received in respect of the financial management of the assets representing the unit-linked commitments by the insurance company and its delegated managers.