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Product: Apex (Portugal)

Documents

Title	Description	Insurer	Market	Asset Type	Language	Regime	Process	Excerpt
Questionário Sobre a Origem do Património	Questionário Sobre a Origem do Património para fornecer detalhes sobre o património de um cliente	Portugal (PT)	Utmost Wealth Solutions	Operational Forms	Portuguese (PT)	FOS	Addition to your Policy, New Policy	Questionário Sobre a Origem do Património para fornecer detalhes sobre o património de um cliente Operational Forms Questionário Sobre a Origem do Património UWS PR 00473
Policy Terms and Conditions for Apex Portugal	Policy Terms and Conditions for Utmost PanEurope dac Apex Portugal.	Portugal (PT)	Utmost PanEurope	Policy Conditions	English (EN)	FOS	New Policy	Policy Terms and Conditions for Utmost PanEurope dac Apex Portugal. Policy Conditions Policy Terms and Conditions for Apex Portugal UPE_WS PR 00051
Apex Portugal Open Architecture Dealing Instruction Form	This form should be used for policies held on the Open Architecture basis only without a Discretionary Fund Manager or Platform arrangement.	Portugal (PT)	Utmost PanEurope	Operational Forms	English (EN)	FOS	Making a change to your policy	This form should be used for policies held on the Open Architecture basis only without a Discretionary Fund Manager or Platform arrangement. Operational Forms Apex Portugal Open Architecture Dealing Instruction Form UPE_WS PR 00052
Apex Portugal Notification of intention to return to the UK	Before completing this form you should discuss your personal circumstances with your Insurance Intermediary to ensure that the Life Insurance Policy will continue to meet your needs on your return to the UK.	Portugal (PT)	Utmost PanEurope	Operational Forms	English (EN)	FOS	Making a change to your policy	Before completing this form you should discuss your personal circumstances with your Insurance Intermediary to ensure that the Life Insurance Policy will continue to meet your needs on your return to the UK. Operational Forms Apex Portugal Notification of intention to return to the UK UPE_WS PR 00046
Apex Portugal – Right to change your mind	Guide detailing why you might change your mind about your Utmost PanEurope dac policy within your 30 day grace period and how to cancel it	Portugal (PT)	Utmost PanEurope	Operational Forms	English (EN)	FOS	New Policy	Guide detailing why you might change your mind about your Utmost PanEurope dac policy within your 30 day grace period and how to cancel it Operational Forms Apex Portugal – Right to change your mind UPE_WS PR 00043
Apex Portugal – Nomination of Discretionary Fund Manager or Platform Agreement	This form can be used to nominate or replace an existing Discretionary Fund Manager (DFM) or Platform arrangement.	Portugal (PT)	Utmost PanEurope	Operational Forms	English (EN)	FOS	Making a change to your policy	This form can be used to nominate or replace an existing Discretionary Fund Manager (DFM) or Platform arrangement. Operational Forms Apex Portugal – Nomination of Discretionary Fund Manager or Platform Agreement UPE_WS PR 00042
APEX Portugal Guide for Additional Single Premium	Guide to help you complete the additional single premium form for APEX Portugal.	Portugal (PT)	Utmost PanEurope	Operational Forms	English (EN)	FOS	New Policy	Guide to help you complete the additional single premium form for APEX Portugal. Operational Forms APEX Portugal Guide for Additional Single Premium UPE_WS PR 00038
Apex Portugal – Insurance Intermediary Fund Authorisation form	This form should only be completed by the Policyholder where a Discretionary Fund Manager or Platform is not appointed and the Policyholder wish to authorise the Insurance Intermediary to execute external fund choices on their behalf.	Portugal (PT)	Utmost PanEurope	Operational Forms	English (EN)	FOS	Making a change to your policy	This form should only be completed by the Policyholder where a Discretionary Fund Manager or Platform is not appointed and the Policyholder wish to authorise the Insurance Intermediary to execute external fund choices on their behalf. Operational Forms Apex Portugal – Insurance Intermediary Fund Authorisation form UPE_WS PR 00036
Apex Portugal – Assignment of Policies	For assigning policies to individuals only.	Portugal (PT)	Utmost PanEurope	Operational Forms	English (EN)	FOS	Making a change to your policy	For assigning policies to individuals only. Operational Forms Apex Portugal – Assignment of Policies UPE_WS PR 00032
Apex Portugal – Change of Beneficiary Form	This form can be used to change the beneficiary of your Apex Portugal policy.	Portugal (PT)	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 Portugal policy. Operational Forms Apex Portugal – Change of Beneficiary Form UPE_WS PR 00022
Apex Portugal Dealing Account Overdraft Clearance Instruction form	This form can be used to request an overdraft clearance for your Apex Portugal Dealing Account.	Portugal (PT)	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 Portugal Dealing Account. Operational Forms Apex Portugal Dealing Account Overdraft Clearance Instruction form UPE_WS PR 00029
Apex Portugal – Appointment of insurance intermediary	This form can be used to appoint an Insurance Intermediary for Apex Portugal policies.	Portugal (PT)	Utmost PanEurope	Operational Forms	English (EN)	FOS	Making a change to your policy	This form can be used to appoint an Insurance Intermediary for Apex Portugal policies. Operational Forms Apex Portugal – Appointment of insurance intermediary UPE_WS PR 00027
Application Form for Individual Applicants with an Apex Portugal Policy for Utmost PanEurope dac	Additional Single Premium Investment Application Form For Individuals who have an Apex Portugal Policy.	Europe Expat	Utmost PanEurope	Application Form	English (EN)	FOS	New Policy	Additional Single Premium Investment Application Form For Individuals who have an Apex Portugal Policy. Application Form Application Form for Individual Applicants with an Apex Portugal Policy for Utmost PanEurope dac UPE_WS PR 00021
Application Form for Individual Investors of Apex Portugal with Utmost PanEurope dac	Application Form for Individual Investors wishing to invest in Apex Portugal.	Europe Expat	Utmost PanEurope	Application Form	English (EN)	FOS	New Policy	Application Form for Individual Investors wishing to invest in Apex Portugal. Application Form Application Form for Individual Investors of Apex Portugal with Utmost PanEurope dac UPE_WS PR 00018
Apex Portugal – Guide for individual applicants	Guide to help you complete the Apex Portugal application form.	Portugal (PT)	Utmost PanEurope	Operational Forms	English (EN)	FOS	New Policy	Guide to help you complete the Apex Portugal application form. Operational Forms Apex Portugal – Guide for individual applicants UPE_WS PR 00016
Apex Portugal Product Guide	This is a Product Guide for Apex (Portugal)	Portugal (PT)	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	FOS	New Policy	This is a Product Guide for Apex (Portugal) Product Guides/Brochures/Snapshots and Training Materials Apex Portugal Product Guide UPE_WS PR 00013
Apex Portugal – Death Benefit Claim form	This form can be used to claim a death benefit for Apex Portugal policies	Portugal (PT)	Utmost PanEurope	Operational Forms	English (EN)	FOS	Surrender or Claim	This form can be used to claim a death benefit for Apex Portugal policies Operational Forms Apex Portugal – Death Benefit Claim form UPE_WS PR 00010
Apex Portugal – Withdrawal or surrender form	This form should be used to withdraw from or surrender your Apex Portugal policy.	Europe Expat	Utmost PanEurope	Operational Forms	English (EN)	FOS	Surrender or Claim	This form should be used to withdraw from or surrender your Apex Portugal policy. Operational Forms Apex Portugal – Withdrawal or surrender form UPE_WS PR 00009
Apex Portugal snapshot	This document provides a snapshot of Apex Portugal. This is a document for financial advisers only.	Portugal (PT)	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	FOS	New Policy	This document provides a snapshot of Apex Portugal. This is a document for financial advisers only. Product Guides/Brochures/Snapshots and Training Materials Apex Portugal snapshot UPE_WS PR 00001
KID Apex Portugal	Key Information Document KID Apex Portugal UPE PR 12908	Europe Expat	Utmost PanEurope	Key Information Document	English (EN)	FOS	New Policy	Key Information Document KID Apex Portugal UPE PR 12908
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
Documento de Informação Fundamental – Apex Portugal	Key Information Document Documento de Informação Fundamental – Apex Portugal UPE PR 12794	Europe Expat	Utmost PanEurope	Key Information Document	Portuguese (PT)	FOS	New Policy	Key Information Document Documento de Informação Fundamental – Apex Portugal UPE PR 12794

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