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Market: Cyprus (CY)

Documents

Title	Description	Insurer	Asset Type	Language	Product	Regime	Process	Excerpt
Source of Wealth Questionnaire	This questionnaire seeks to obtain information and documentation from the adviser to establish the source of wealth of high-risk clients of Utmost International Isle of Man Limited and Utmost PanEurope dac	Utmost Wealth Solutions	Operational Forms	English (EN)	Non Product Specific	FOS	Addition to your Policy, New Policy	This questionnaire seeks to obtain information and documentation from the adviser to establish the source of wealth of high-risk clients of Utmost International Isle of Man Limited and Utmost PanEurope dac Operational Forms Source of Wealth Questionnaire UWSQ PR \| 20888
Tax Declaration and Self-Certification for Trusts	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for trusts where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Non Product Specific	FOS	Making a change to your policy, New Policy	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for trusts where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust. Tax and regulatory Literature/technical sales aids and literature Tax Declaration and Self-Certification for Trusts UTSQ PR \| 20885
Mutual Stipulations and Nomination Form Irish jointly Owned Products	This form should be used for policies subject to the laws of Belgium, Cyprus, Spain or Sweden. Complete this form if you are the policyholder and request for the mutual stipulations wording to be applied to your policy and also wish to nominate the beneficiary(ies) listed in the appointment of beneficiary(ies) for your policy.	Utmost PanEurope	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy	This form should be used for policies subject to the laws of Belgium, Cyprus, Spain or Sweden. Complete this form if you are the policyholder and request for the mutual stipulations wording to be applied to your policy and also wish to nominate the beneficiary(ies) listed in the appointment of beneficiary(ies) for your policy. Operational Forms Mutual Stipulations and Nomination Form Irish jointly Owned Products UPEQ PR \| 21042
Key Information Document (‘KID’)	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.	Utmost Luxembourg S.A	Key Information Document	English (EN)	Wealth Planning Portfolio	FOS		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 Key Information Document (‘KID’) ULU_KID_LU_INTL_CY_USD_WPP-EU_EN PR
Key Information Document (‘KID’)	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.	Utmost Luxembourg S.A	Key Information Document	English (EN)	Wealth Planning Portfolio	FOS		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 Key Information Document (‘KID’) ULU_KID_LU_INTL_CY_GBP_WPP-EU_EN PR
Key Information Document (‘KID’)	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.	Utmost Luxembourg S.A	Key Information Document	English (EN)	Private Client Portfolio	FOS		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 Key Information Document (‘KID’) ULU_KID_LU_INTL_CY_GBP_PCP_EN PR
Key Information Document (‘KID’)	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.	Utmost Luxembourg S.A	Key Information Document	English (EN)	Private Client Portfolio	FOS		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 Key Information Document (‘KID’) ULU_KID_LU_INTL_CY_GBP_PCA_EN PR
Key Information Document (‘KID’)	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.	Utmost Luxembourg S.A	Key Information Document	English (EN)	Wealth Planning Portfolio	FOS		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 Key Information Document (‘KID’) ULU_KID_LU_INTL_CY_EUR_WPP-EU_EN PR
Key Information Document (‘KID’)	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.	Utmost Luxembourg S.A	Key Information Document	English (EN)	Private Client Portfolio	FOS		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 Key Information Document (‘KID’) ULU_KID_LU_INTL_CY_EUR_PCP_EN PR
Key Information Document (‘KID’)	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.	Utmost Luxembourg S.A	Key Information Document	English (EN)	Private Client Portfolio	FOS		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 Key Information Document (‘KID’) ULU_KID_LU_INTL_CY_EUR_PCA_EN PR
Key Information Document (‘KID’)	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.	Utmost Luxembourg S.A	Key Information Document	English (EN)	Private Client Portfolio	FOS		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 Key Information Document (‘KID’) ULU_KID_LU_CY_GBP_PCP_EN PR
Residential Address and Means of Communication	Use this form to request a change of Communication Means and address for Cyprus.	Utmost Luxembourg S.A	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy	Use this form to request a change of Communication Means and address for Cyprus. Operational Forms Residential Address and Means of Communication ULU PCON1602
Additional Premium Form	Use this form for an addition to your policy/contract – Cyprus	Utmost Luxembourg S.A	Top Up/Additional Investment	English (EN)	Non Product Specific	FOS	Addition to your Policy	Use this form for an addition to your policy/contract – Cyprus Top Up/Additional Investment Additional Premium Form ULU PCON1578
Surrender Request	Use this form to request the surrender of your policy/contract – Cyprus	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	English (EN)	Non Product Specific	FOS		Use this form to request the surrender of your policy/contract – Cyprus Surrender/Claim/Withdrawal/Switch Surrender Request ULU PCON1384
Withdrawal Request	Use this form to request a withdrawal from your policy/contract – Cyprus	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	English (EN)	Non Product Specific	FOS		Use this form to request a withdrawal from your policy/contract – Cyprus Surrender/Claim/Withdrawal/Switch Withdrawal Request ULU PCON1383
How can our flexible multi-currency solution help you? (BFFM version)	This document explains how our flexible multi-currency solution can help you.	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN)	Non Product Specific	FOE FOS		This document explains how our flexible multi-currency solution can help you. Investment literature/Strategies How can our flexible multi-currency solution help you? (BFFM version) ULU MARK2336
How Can our Flexible Multi-Currency Solution Help You? (BFWM version)	This document explains how our flexible multi-currency solution can help you.	Utmost Luxembourg S.A	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Non Product Specific	FOE FOS		This document explains how our flexible multi-currency solution can help you. Tax and regulatory Literature/technical sales aids and literature How Can our Flexible Multi-Currency Solution Help You? (BFWM version) ULU MARK1782
FOR INTERMEDIARIES – Fact find – Intermediary / Trust	Fact Find for INTERMEDIARIES for the Cypriot market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market	Utmost Luxembourg S.A	Fact Find	English (EN)	Private Client Portfolio	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the Cypriot market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market Fact Find FOR INTERMEDIARIES – Fact find – Intermediary / Trust ULU CONT4326
FOR INTERMEDIARIES – Fact find – Intermediary version / Company	Fact Find for INTERMEDIARIES for the Cypriot market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market	Utmost Luxembourg S.A	Fact Find	English (EN)	Private Client Portfolio	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the Cypriot market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market Fact Find FOR INTERMEDIARIES – Fact find – Intermediary version / Company ULU CONT4324
FOR INTERMEDIARIES – Fact find – Intermediary version / Individual	Fact Find for INTERMEDIARIES for the Cypriot market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.	Utmost Luxembourg S.A	Fact Find	English (EN)	Private Client Portfolio	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the Cypriot market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Fact find – Intermediary version / Individual ULU CONT4322
Appendix: Investment Rules for Internal Funds	Table of Luxembourg Investment Rules	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN)	Non Product Specific	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Appendix: Investment Rules for Internal Funds ULU CONT3835
Investment Profile (Deviation)	Use this form to request a deviation from your investment profile	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN)	Non Product Specific	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Investment Profile (Deviation) ULU CONT3071
Investment Profile and Suitability	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN)	Private Client Portfolio	FOS	Addition to your Policy	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile Investment literature/Strategies Investment Profile and Suitability ULU CONT3053
Information Disclosure Agreement	Information Disclosure Agreement	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	English (EN)	Non Product Specific	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection Information Disclosure Agreement ULU CONT2887
Automatic Exchange of Information – Self-Certification for Controlling Persons (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Utmost Luxembourg S.A	Operational Forms	English (EN)	Non Product Specific	FOS		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms Automatic Exchange of Information – Self-Certification for Controlling Persons (AEoI) ULU CONT2599
Automatic Exchange of Information – Self-Certification for Entities (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.	Utmost Luxembourg S.A	Operational Forms	English (EN)	Non Product Specific	FOS		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications. Operational Forms Automatic Exchange of Information – Self-Certification for Entities (AEoI) ULU CONT2596
Automatic Exchange of Information – Self-Certification for Individuals (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.	Utmost Luxembourg S.A	Operational Forms	English (EN)	Non Product Specific	FOS		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders. Operational Forms Automatic Exchange of Information – Self-Certification for Individuals (AEoI) ULU CONT2593
The Private Client Portfolio – Product Features	These are the Product Features related to the Private Client Portfolio product – Cyprus	Utmost Luxembourg S.A	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Private Client Portfolio	FOS	New Policy	These are the Product Features related to the Private Client Portfolio product – Cyprus Product Guides/Brochures/Snapshots and Training Materials The Private Client Portfolio – Product Features ULU CONT2417
The Private Client Portfolio – General Conditions	Stand-alone version of General Conditions for the Private Client Portfolio product – Cyprus	Utmost Luxembourg S.A	Policy Conditions	English (EN)	Private Client Portfolio	FOS		Stand-alone version of General Conditions for the Private Client Portfolio product – Cyprus Policy Conditions The Private Client Portfolio – General Conditions ULU CONT2416
The Private Client Portfolio	New business application form for the Private Client Portfolio product – Cyprus	Utmost Luxembourg S.A	Application Form	English (EN)	Private Client Portfolio	FOS	New Business Pack	New business application form for the Private Client Portfolio product – Cyprus Application Form The Private Client Portfolio ULU CONT2415
Confirmation of Client contact details used for the Electronic Signing of documents	Confirmation of Client contact details used for the Electronic Signing of documents	Utmost Luxembourg S.A	Operational Forms	English (EN)	Non Product Specific	FOS		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Confirmation of Client contact details used for the Electronic Signing of documents ULU CONNECT1046

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