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Product: Apex (France)

Documents

Title	Description	Insurer	Market	Asset Type	Language	Regime	Process	Excerpt
Apex France Nomination of Discretionary Fund Manager, Platform or Custodian	This form can be used to nominate a Discretionary Fund Manager, Platform or Custodian to assist you with your Apex France policy	France (FR)	Utmost PanEurope	Operational Forms	English (EN)	FOS	Making a change to your policy	This form can be used to nominate a Discretionary Fund Manager, Platform or Custodian to assist you with your Apex France policy Operational Forms Apex France Nomination of Discretionary Fund Manager, Platform or Custodian UPE PR 00204
KID – Apex France	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	France (FR)	Utmost PanEurope	Key Information Document	English (EN)	FOS	New Policy	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document KID – Apex France UPE_WS PR 00123
Assignment of Policies Form for Apex France with Utmost PanEurope dac	This form can be used to reassign your Apex France policy to someone else.	France (FR)	Utmost PanEurope	Operational Forms	English (EN)	FOS	New Policy	This form can be used to reassign your Apex France policy to someone else. Operational Forms Assignment of Policies Form for Apex France with Utmost PanEurope dac UPE_WS PR 00122
Proof of Life Form for Apex France and PWP with Utmost PanEurope dac	This form can be used to confirm that the Life Assured is alive at the date of signing.	France (FR)	Utmost PanEurope	Operational Forms	English (EN)	FOS	New Policy	This form can be used to confirm that the Life Assured is alive at the date of signing. Operational Forms Proof of Life Form for Apex France and PWP with Utmost PanEurope dac UPE_WS PR 00121
Change of Beneficiary Form for Apex France with Utmost PanEurope dac	This form can be used to change the beneficiary of your Apex France policy.	France (FR)	Utmost PanEurope	Operational Forms	English (EN)	FOS	Making a change to your policy	This form can be used to change the beneficiary of your Apex France policy. Operational Forms Change of Beneficiary Form for Apex France with Utmost PanEurope dac UPE_WS PR 00120
Nomination of Investment Adviser Form for Apex France with Utmost PanEurope dac	This form can be used to nominate an Investment Advisor for your Apex France policy.	France (FR)	Utmost PanEurope	Operational Forms	English (EN)	FOS	Making a change to your policy	This form can be used to nominate an Investment Advisor for your Apex France policy. Operational Forms Nomination of Investment Adviser Form for Apex France with Utmost PanEurope dac UPE_WS PR 00119
France Death Benefit Claim form	This form can be used to claim a death benefit for Apex France or PWP France policies	France (FR)	Utmost PanEurope	Operational Forms	English (EN)	FOS	Surrender or Claim	This form can be used to claim a death benefit for Apex France or PWP France policies Operational Forms France Death Benefit Claim form UPE_WS PR 00114
Apex France Product Guide	Product Guide promoting the benefits of Apex France	France (FR)	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	FOS	New Policy	Product Guide promoting the benefits of Apex France Product Guides/Brochures/Snapshots and Training Materials Apex France Product Guide UPE_WS PR 00103
Apex France Snapshot	This document provides a snapshot of APEX France. This is a document for financial advisers only.	France (FR)	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	FOS	New Policy	This document provides a snapshot of APEX France. This is a document for financial advisers only. Product Guides/Brochures/Snapshots and Training Materials Apex France Snapshot UPE_WS PR 00102
Application Form for Individual Investors to Apex France with Utmost PanEurope dac	Application Form for an Apex France Policy from Utmost PanEurope dac	France (FR)	Utmost PanEurope	Application Form	English (EN)	FOS	New Policy	Application Form for an Apex France Policy from Utmost PanEurope dac Application Form Application Form for Individual Investors to Apex France with Utmost PanEurope dac UPE_WS PR 00098
Never Received or Lost Policy Schedule Declaration (EN)	Utmost Pan Europe dac Never Received or Lost Policy Schedule Declaration	Chile (CL), Finland (FI), France (FR), Italy (IT), Mexico (MX), Portugal (PT), Spain (ES), United Kingdom (UK)	Utmost PanEurope	Operational Forms	English (EN)	FOS	Surrender or Claim	Utmost Pan Europe dac Never Received or Lost Policy Schedule Declaration Operational Forms Never Received or Lost Policy Schedule Declaration (EN) UPE PR 12847
UPE Notification of Pledge Form	This Utmost PanEurope dac form is for completion by all policyholders, if they wish to pledge their policy to a pledgee/pledge creditor as security.	Chile (CL), Europe Expat, Italy (IT), Mexico (MX), Portugal (PT), Spain (ES), United Kingdom (UK)	Utmost PanEurope	Operational Forms	English (EN)	FOS	Making a change to your policy, New Policy	This Utmost PanEurope dac form is for completion by all policyholders, if they wish to pledge their policy to a pledgee/pledge creditor as security. Operational Forms UPE Notification of Pledge Form UPE PR 12834
Clause bénéficiaire démembrée avec quasi-usufruit	Ce formulaire est fourni strictement en qualité de projet pour examen par les conseillers juridiques du Souscripteur et devra etre adapté aux contextes et objectifs du Souscripteur qui sollicite une telle clause.	France (FR)	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	French (FR)	FOS	Making a change to your policy	Ce formulaire est fourni strictement en qualité de projet pour examen par les conseillers juridiques du Souscripteur et devra etre adapté aux contextes et objectifs du Souscripteur qui sollicite une telle clause. Tax and regulatory Literature/technical sales aids and literature Clause bénéficiaire démembrée avec quasi-usufruit UPE PR 12463
Démembrée clause EN	Clause Beneficiaire demembree avec quasi usufruit	France (FR)	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	English (EN)	FOS	New Policy	Clause Beneficiaire demembree avec quasi usufruit Tax and regulatory Literature/technical sales aids and literature Démembrée clause EN UPE PR 12433
Apex (France) Policy Conditions	Utmost PanEurope dac’s Policy Terms and Conditions for Apex (France) for the European Expat French market.	France (FR)	Utmost PanEurope	Policy Conditions	English (EN)	FOS	New Policy	Utmost PanEurope dac’s Policy Terms and Conditions for Apex (France) for the European Expat French market. Policy Conditions Apex (France) Policy Conditions UPE PR 00190
Guide for Individual Applicants Completing the Apex France Application Form with Utmost PanEurope dac	Guide for individual Applicants completing the Apex France Application Form with Utmost PanEurope dac.	France (FR)	Utmost PanEurope	Guides and Supporting Documents	English (EN)	FOS	New Policy	Guide for individual Applicants completing the Apex France Application Form with Utmost PanEurope dac. Guides and Supporting Documents Guide for Individual Applicants Completing the Apex France Application Form with Utmost PanEurope dac UPE PR 00167
Apex France Guide for Additional Single Premium	Please use this application form to add additional single premium to Apex France.	France (FR)	Utmost PanEurope	Operational Forms	English (EN)	FOS	Making a change to your policy	Please use this application form to add additional single premium to Apex France. Operational Forms Apex France Guide for Additional Single Premium UPE PR 00163
APEX France – Portfolio Undertaking Form	This form must be completed where an Additional Single Premium is to be paid via the transfer of assets (Premium in kind) from an existing Discretionary Fund Manager (DFM) account.	France (FR)	Utmost PanEurope	Operational Forms	English (EN)	FOS	New Policy	This form must be completed where an Additional Single Premium is to be paid via the transfer of assets (Premium in kind) from an existing Discretionary Fund Manager (DFM) account. Operational Forms APEX France – Portfolio Undertaking Form UPE PR 00145
Apex France – Dealing account overdraft clearance instruction form	This form can be used to request an overdraft clearance for your Apex France Dealing Account.	France (FR)	Utmost PanEurope	Operational Forms	English (EN)	FOS	Making a change to your policy	This form can be used to request an overdraft clearance for your Apex France Dealing Account. Operational Forms Apex France – Dealing account overdraft clearance instruction form UPE PR 00141
Apex France – Dealing instruction	This form should be used to buy and/or sell External Assets linked to your Policy. It cannot be used to buy or sell assets held by a Discretionary Fund Manager or those held on a Platform.	France (FR)	Utmost PanEurope	Operational Forms	English (EN)	FOS	Making a change to your policy	This form should be used to buy and/or sell External Assets linked to your Policy. It cannot be used to buy or sell assets held by a Discretionary Fund Manager or those held on a Platform. Operational Forms Apex France – Dealing instruction UPE PR 00130
Additional Single Premium Application Form for Apex France with Utmost PanEurope dac	Application Form for Adding Single Premiums to existing Apex France Policies.	France (FR)	Utmost PanEurope	Application Form	English (EN)	FOS	New Policy	Application Form for Adding Single Premiums to existing Apex France Policies. Application Form Additional Single Premium Application Form for Apex France with Utmost PanEurope dac UPE PR 00133

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