Document Library

To search for documents, you have several options available, and you can select from any or all of the following filters.

If you are aware of the insurer or the market you are dealing with, you can filter this way. Additionally, you can refine your search by product, language, or asset (document) type.

By using these filters, you can streamline your search process and find the specific document you need.

Current Filters

Market: France (FR)

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 Entity Investors	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 Entity investors such as, companies, corporate trusts or foundations.	Utmost Wealth Solutions	Operational Forms	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 Entity investors such as, companies, corporate trusts or foundations. Operational Forms Tax Declaration and Self Certification for Entity Investors UWSQ PR \| 12415
Tax Declaration and Self Certification for Individual Investors	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 individual policyholders, persons authorised to sign on behalf of the policyholder, for example their Power of Attorney or court appointed Deputy, and individuals linked to the trust where Utmost International Trustee Solutions Limited are the appointed trustee.	Utmost Wealth Solutions	Operational Forms	English (EN)	Non Product Specific	FOS	Addition to your Policy, Making a change to your policy, New Policy, Surrender or Claim	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 individual policyholders, persons authorised to sign on behalf of the policyholder, for example their Power of Attorney or court appointed Deputy, and individuals linked to the trust where Utmost International Trustee Solutions Limited are the appointed trustee. Operational Forms Tax Declaration and Self Certification for Individual Investors UWSQ PR \| 12373
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
French Executive Portfolio – Clause bénéficiaire démembrée avec quasi-usufruit	Please use this form if your client would like to nominate a beneficiary using a clause bénéficiaire démembrée specific to French law	Utmost PanEurope	Operational Forms	French (FR)	Non Product Specific	FOS	New Policy	Please use this form if your client would like to nominate a beneficiary using a clause bénéficiaire démembrée specific to French law Operational Forms French Executive Portfolio – Clause bénéficiaire démembrée avec quasi-usufruit UPEQ PR \| 20688
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.	Utmost PanEurope	Key Information Document	English (EN)	Apex (France)	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
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.	Utmost PanEurope	Operational Forms	English (EN)	Apex (France)	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
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.	Utmost PanEurope	Operational Forms	English (EN)	Apex (France)	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
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.	Utmost PanEurope	Operational Forms	English (EN)	Apex (France)	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
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.	Utmost PanEurope	Operational Forms	English (EN)	Apex (France)	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
Apex France Product Guide	Product Guide promoting the benefits of Apex France	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Apex (France)	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
France Death Benefit Claim form	This form can be used to claim a death benefit for Apex France or PWP France policies	Utmost PanEurope	Operational Forms	English (EN)	Apex (France), Private Wealth Portfolio (PWP) France	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
Application Form for Individual Investors to Apex France with Utmost PanEurope dac	Application Form for an Apex France Policy from Utmost PanEurope dac	Utmost PanEurope	Application Form	English (EN)	Apex (France)	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
Apex France Snapshot	This document provides a snapshot of APEX France. This is a document for financial advisers only.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Apex (France)	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
Utmost Wealth Solutions Company Brochure – Adviser version	Company brochure for Utmost Wealth Solutions (Financial Adviser only).	Utmost Wealth Solutions	Marketing Collateral	English (EN)	Non Product Specific	FOS	New Policy	Company brochure for Utmost Wealth Solutions (Financial Adviser only). Marketing Collateral Utmost Wealth Solutions Company Brochure – Adviser version UPE_WS \| 05226
Déclaration Fiscale et Auto certification pour les Investisseurs Personnes Morales	Il vous a été demandé de remplir ce formulaire afin que la compagnie concernée puisse déclarer correctement votre contrat dans le cadre des accords d’échange d’informations fiscales, y compris FATCA et CRS.Ce formulaire doit être signé par la personne appropriée comme indiqué ci-dessous :› Pour une entreprise – Une personne qui a le pouvoir de signer, par exemple un dirigeant ou un administrateur d’une entreprise.	Utmost PanEurope	Operational Forms	French (FR)	Non Product Specific	FOS	Making a change to your policy, New Policy, Surrender or Claim	Il vous a été demandé de remplir ce formulaire afin que la compagnie concernée puisse déclarer correctement votre contrat dans le cadre des accords d’échange d’informations fiscales, y compris FATCA et CRS.Ce formulaire doit être signé par la personne appropriée comme indiqué ci-dessous :› Pour une entreprise – Une personne qui a le pouvoir de signer, par exemple un dirigeant ou un administrateur d’une entreprise. Operational Forms Déclaration Fiscale et Auto certification pour les Investisseurs Personnes Morales UPE PR 12861
Formulaire de Changement de Coordonnées Personnelles	Ce formulaire est destiné aux clients d’Utmost PanEurope dac qui souhaitent nous informer de toute modification de leurs données personnelles, telles que le nom, le spécimen de signature, l’adresse, l’adresse e-mail ou le numéro de téléphone.	Utmost PanEurope	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy	Ce formulaire est destiné aux clients d’Utmost PanEurope dac qui souhaitent nous informer de toute modification de leurs données personnelles, telles que le nom, le spécimen de signature, l’adresse, l’adresse e-mail ou le numéro de téléphone. Operational Forms Formulaire de Changement de Coordonnées Personnelles UPE PR 12836
Never Received or Lost Policy Schedule Declaration (EN)	Utmost Pan Europe dac Never Received or Lost Policy Schedule Declaration	Utmost PanEurope	Operational Forms	English (EN)	Apex (France), Apex (Portugal), Non Product Specific, Private Wealth Portfolio - Italy, Private Wealth Portfolio - Portugal, Private Wealth Portfolio - Spain, Private Wealth Portfolio - UK, Private Wealth Portfolio (PWP) France, Selection, Target	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
Private Wealth Portfolio Full or Partial Surrender Request EN	Private Wealth Portfolio Full, Partial Surrender or Regular Withdrawal Request.For use by non-UK resident policyholders of Private Wealth Portfolio (‘PWP’) France, PWP Portugal or PWP Spain	Utmost PanEurope	Surrender/Claim/Withdrawal/Switch	English (EN)	International Private Wealth Portfolio, Private Wealth Portfolio - Portugal, Private Wealth Portfolio - Spain, Private Wealth Portfolio (PWP) France	FOS	Surrender or Claim	Private Wealth Portfolio Full, Partial Surrender or Regular Withdrawal Request.For use by non-UK resident policyholders of Private Wealth Portfolio (‘PWP’) France, PWP Portugal or PWP Spain Surrender/Claim/Withdrawal/Switch Private Wealth Portfolio Full or Partial Surrender Request EN UPE PR 12832
Private Wealth Portfolio France Formulaire De Demande De Versement Complementaire	Formulaire De Demande De Versement Complementaire	Utmost PanEurope	Operational Forms	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy	Formulaire De Demande De Versement Complementaire Operational Forms Private Wealth Portfolio France Formulaire De Demande De Versement Complementaire UPE PR 12822
Apercu Private Wealth Portfolio France – Résidents Monégasques	Brève introduction à la structure du produit, à la flexibilité et à la définition du profil d’investissement.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	French (FR)	Private Wealth Portfolio (PWP) France	FOS	New Policy	Brève introduction à la structure du produit, à la flexibilité et à la définition du profil d’investissement. Product Guides/Brochures/Snapshots and Training Materials Apercu Private Wealth Portfolio France – Résidents Monégasques UPE PR 12770
Exoneration De La TVA Irlandaise	Les polices d’assurance-vie en unités de compte.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	French (FR)	Non Product Specific		Making a change to your policy, New Policy	Les polices d’assurance-vie en unités de compte. Tax and regulatory Literature/technical sales aids and literature Exoneration De La TVA Irlandaise UPE PR 12754
L’ Avantage De la TVA Irlandaise	L’objectif de cette note technique est d’expliquer comment le traitement de la TVA en Irlande donne aux assureurs basés en Irlande, tels qu’Utmost PanEurope Dac (‘Utmost PanEurope’), un avantage en matière de TVA par rapport aux assureurs basés dans d’autres pays européens.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	French (FR)	Non Product Specific		Making a change to your policy, New Policy	L’objectif de cette note technique est d’expliquer comment le traitement de la TVA en Irlande donne aux assureurs basés en Irlande, tels qu’Utmost PanEurope Dac (‘Utmost PanEurope’), un avantage en matière de TVA par rapport aux assureurs basés dans d’autres pays européens. Tax and regulatory Literature/technical sales aids and literature L’ Avantage De la TVA Irlandaise UPE PR 12753
Private Wealth Portfolio comment minimiser L’impot Etranger sur les revenus de dividendes	Explique l’allégement de l’impôt à la source sur le précompte étranger	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy, New Policy	Explique l’allégement de l’impôt à la source sur le précompte étranger Tax and regulatory Literature/technical sales aids and literature Private Wealth Portfolio comment minimiser L’impot Etranger sur les revenus de dividendes UPE PR 12744
Formulaire d’arbitrage – Portefeuille en gestion conseillée	Formulaire d’arbitrage – Portefeuille en gestion conseillée Advisory Portfolio Dealing Instruction Form	Utmost PanEurope	Operational Forms	English (EN), French (FR)	Private Wealth Portfolio (PWP) France		Making a change to your policy	Formulaire d’arbitrage – Portefeuille en gestion conseillée Advisory Portfolio Dealing Instruction Form Operational Forms Formulaire d’arbitrage – Portefeuille en gestion conseillée UPE PR 12738
Mandat d’accès à l’information	Ce formulaire doit etre complété et signé par le Souscripteur lorsqu’il souhaite recevoir /donner acces aux informations des actifs sous-jacents de son Contrat .	Utmost PanEurope	Operational Forms	French (FR)	Private Wealth Portfolio (PWP) France		New Policy	Ce formulaire doit etre complété et signé par le Souscripteur lorsqu’il souhaite recevoir /donner acces aux informations des actifs sous-jacents de son Contrat . Operational Forms Mandat d’accès à l’information UPE PR 12740
Client Information and Change of Details Form	This form is intended for most Utmost PanEurope dac customers who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number.	Utmost PanEurope	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy	This form is intended for most Utmost PanEurope dac customers who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number. Operational Forms Client Information and Change of Details Form UPE PR 12682
PWP France – Nomination of Investment Adviser	PWP France – Nomination of Investment Adviser	Utmost PanEurope	Operational Forms	English (EN)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy	PWP France – Nomination of Investment Adviser Operational Forms PWP France – Nomination of Investment Adviser UPE PR 12675
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.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	French (FR)	Apex (France), Private Wealth Portfolio (PWP) France	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
Gestion discrétionnaire – Transfert de titres	Ce formulaire doit être complété et signé par l’assuré et le gestionnaire de fonds discrétionnaire lorsqu’une prime additionnelle doit être versée par transfert de titres (prime en nature).	Utmost PanEurope	Operational Forms	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy, New Policy	Ce formulaire doit être complété et signé par l’assuré et le gestionnaire de fonds discrétionnaire lorsqu’une prime additionnelle doit être versée par transfert de titres (prime en nature). Operational Forms Gestion discrétionnaire – Transfert de titres UPE PR 12442
Document d’information Clé – Private Wealth Portfolio France	Ce document contient des informations clés sur ce produit d’investissement. Ces informations, prescrites par la loi, sont destinées à clarifier les caractéristiques, les risques, les coûts, les gains et les pertes potentielles du produit.	Utmost PanEurope	Key Information Document	French (FR)	Private Wealth Portfolio (PWP) France	FOS	New Policy	Ce document contient des informations clés sur ce produit d’investissement. Ces informations, prescrites par la loi, sont destinées à clarifier les caractéristiques, les risques, les coûts, les gains et les pertes potentielles du produit. Key Information Document Document d’information Clé – Private Wealth Portfolio France UPE PR 12432
Démembrée clause EN	Clause Beneficiaire demembree avec quasi usufruit	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Apex (France), Private Wealth Portfolio (PWP) France	FOS	New Policy	Clause Beneficiaire demembree avec quasi usufruit Tax and regulatory Literature/technical sales aids and literature Démembrée clause EN UPE PR 12433
Fiche d’aperçu du produit Private Wealth Portfolio France	Ce document est un apercu des principales caracteristiques du produit PWP France.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy, New Policy	Ce document est un apercu des principales caracteristiques du produit PWP France. Product Guides/Brochures/Snapshots and Training Materials Fiche d’aperçu du produit Private Wealth Portfolio France UPE PR 12430
PWP France Guide Des Produits	Fiche descriptive du produit d’assurance-vie PWP France et des ses caractéristiques.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	French (FR)	Private Wealth Portfolio (PWP) France	FOS	New Policy	Fiche descriptive du produit d’assurance-vie PWP France et des ses caractéristiques. Product Guides/Brochures/Snapshots and Training Materials PWP France Guide Des Produits UPE PR 12431
Private Wealth Portfolio France – Conditions Générales	Les Conditions Générales contiennent les informations essentielles du contrat d’assurance-vie et déterminent les droits et devoirs de chaque partie.	Utmost PanEurope	Policy Conditions	French (FR)	Private Wealth Portfolio (PWP) France	FOS	New Policy	Les Conditions Générales contiennent les informations essentielles du contrat d’assurance-vie et déterminent les droits et devoirs de chaque partie. Policy Conditions Private Wealth Portfolio France – Conditions Générales UPE PR 12428
PWP France Bulletin De Souscription	Formulaire à compléter et signer par le souscripteur, lors de l’adhésion au contrat d’assurance vie.	Utmost PanEurope	Application Form	French (FR)	Private Wealth Portfolio (PWP) France	FOS	New Policy	Formulaire à compléter et signer par le souscripteur, lors de l’adhésion au contrat d’assurance vie. Application Form PWP France Bulletin De Souscription UPE PR 12429
Demande de versement de capital décès	Ce formulaire devra etre complété et signé par le demandeur/ bénéficiaire afin qu’Utmost PanEurope dac (« Utmost PanEurope ») puisse verser le capital décés.	Utmost PanEurope	Operational Forms	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Surrender or Claim	Ce formulaire devra etre complété et signé par le demandeur/ bénéficiaire afin qu’Utmost PanEurope dac (« Utmost PanEurope ») puisse verser le capital décés. Operational Forms Demande de versement de capital décès UPE PR 12418
Spécimen de signature	Ce formulaire est a completer et signer par le Souscripteur en cas de changement de nom ou sur demande de l’Assureur, ainsi que par l’exécuteur testamantaire.	Utmost PanEurope	Operational Forms	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy	Ce formulaire est a completer et signer par le Souscripteur en cas de changement de nom ou sur demande de l’Assureur, ainsi que par l’exécuteur testamantaire. Operational Forms Spécimen de signature UPE PR 12416
Déclaration de perte de la documentation contractuelle et demande de duplicata	Ce formulaire devra etre complété et signé par tous les Souscripteurs en cas de perte de la documentation contractuelle recue et demande de duplicata.	Utmost PanEurope	Operational Forms	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy, Surrender or Claim	Ce formulaire devra etre complété et signé par tous les Souscripteurs en cas de perte de la documentation contractuelle recue et demande de duplicata. Operational Forms Déclaration de perte de la documentation contractuelle et demande de duplicata UPE PR 12417
Désignation d’un ‘Intermédiaire en Assurance	Ce formulaite est a remplir et signer par le Souscripteur et le nouvel Intermédiaire en Assurance qu’il souhaite désigner pour son Contrat.	Utmost PanEurope	Operational Forms	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy, New Policy	Ce formulaite est a remplir et signer par le Souscripteur et le nouvel Intermédiaire en Assurance qu’il souhaite désigner pour son Contrat. Operational Forms Désignation d’un ‘Intermédiaire en Assurance UPE PR 12413
Demande de changement de clause bénéficiaire	Ce formulaire est a completer et signer par le Souscripteur pour demande de changement de clause bénéficiaire.	Utmost PanEurope	Operational Forms	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy	Ce formulaire est a completer et signer par le Souscripteur pour demande de changement de clause bénéficiaire. Operational Forms Demande de changement de clause bénéficiaire UPE PR 12415
Déclaration Fiscale et Auto-certification pour les Investisseurs Individuels	Il vous a été demandé de remplir ce formulaire afin que la compagnie concernée puisse déclarer correctement votre contrat dans le cadre des accords d’échange d’informations fiscales, y compris FATCA et CRS. Ce formulaire doit être complété par:• Le titulaire de la police (parfois appelé titulaire du régime ou titulaire du compte)• Les personnes autorisées à signer au nom de l’Assuré, par exemple leur mandataire ou leur adjoint désigné par le tribunal, lorsque nous détenons les documents appropriés qui peuvent justifier l’intervention d’une personne autorisée.	Utmost PanEurope	Operational Forms	French (FR)	Non Product Specific	FOS	Making a change to your policy, New Policy, Surrender or Claim	Il vous a été demandé de remplir ce formulaire afin que la compagnie concernée puisse déclarer correctement votre contrat dans le cadre des accords d’échange d’informations fiscales, y compris FATCA et CRS. Ce formulaire doit être complété par:• Le titulaire de la police (parfois appelé titulaire du régime ou titulaire du compte)• Les personnes autorisées à signer au nom de l’Assuré, par exemple leur mandataire ou leur adjoint désigné par le tribunal, lorsque nous détenons les documents appropriés qui peuvent justifier l’intervention d’une personne autorisée. Operational Forms Déclaration Fiscale et Auto-certification pour les Investisseurs Individuels UPE PR 00232
Private Wealth Portfolio France formulaire de rachat partiel ou total	Ce formulaire doit etre complété et signé par le Souscripteur lorsqu’il souhaite demander un rachat partiel our total de son contrat .	Utmost PanEurope	Operational Forms	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Surrender or Claim	Ce formulaire doit etre complété et signé par le Souscripteur lorsqu’il souhaite demander un rachat partiel our total de son contrat . Operational Forms Private Wealth Portfolio France formulaire de rachat partiel ou total UPE PR 00233
Attestation D’Existence – PWP France	Attestation D’Existence	Utmost PanEurope	Operational Forms	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy, Surrender or Claim	Attestation D’Existence Operational Forms Attestation D’Existence – PWP France UPE PR 00229
Personne Politiquement Exposée	Document permettant d’identifier toute personne associée au contrat qui pourrait être considérée comme une personne politiquement exposée (PPE).	Utmost PanEurope	Operational Forms	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy, New Policy, Surrender or Claim	Document permettant d’identifier toute personne associée au contrat qui pourrait être considérée comme une personne politiquement exposée (PPE). Operational Forms Personne Politiquement Exposée UPE PR 00230
Formulaire de changement de nom et/ou d’adresse	Ce formulaire est a completer et signer par le Souscripteur en cas de changement de nom et/ou d’adresse postale.	Utmost PanEurope	Operational Forms	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy	Ce formulaire est a completer et signer par le Souscripteur en cas de changement de nom et/ou d’adresse postale. Operational Forms Formulaire de changement de nom et/ou d’adresse UPE PR 00227
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	Utmost PanEurope	Operational Forms	English (EN)	Apex (France)	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
Apex (France) Policy Conditions	Utmost PanEurope dac’s Policy Terms and Conditions for Apex (France) for the European Expat French market.	Utmost PanEurope	Policy Conditions	English (EN)	Apex (France)	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.	Utmost PanEurope	Guides and Supporting Documents	English (EN)	Apex (France)	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
DÉSIGNATION D’UN CONSEILLER EN INVESTISSEMENT ET D’UN DÉPOSITAIRE	Ce formulaire permet au souscripteur de nommer ou changer un conseiller en investissement et/ou un dépositiaire pour son contrat d’assurance-vie.	Utmost PanEurope	Operational Forms	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy, New Policy	Ce formulaire permet au souscripteur de nommer ou changer un conseiller en investissement et/ou un dépositiaire pour son contrat d’assurance-vie. Operational Forms DÉSIGNATION D’UN CONSEILLER EN INVESTISSEMENT ET D’UN DÉPOSITAIRE UPE PR 00159
Apex France Guide for Additional Single Premium	Please use this application form to add additional single premium to Apex France.	Utmost PanEurope	Operational Forms	English (EN)	Apex (France)	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.	Utmost PanEurope	Operational Forms	English (EN)	Apex (France)	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.	Utmost PanEurope	Operational Forms	English (EN)	Apex (France)	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.	Utmost PanEurope	Operational Forms	English (EN)	Apex (France)	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.	Utmost PanEurope	Application Form	English (EN)	Apex (France)	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
Assurance vie basée en Irlande – Les quatre piliers de la protection de l’investisseur	Dans ce guide, nous examinons de plus près les quatre raisons pour lesquelles vous pouvez choisir en toute confiance un fournisseur d’assurance-vie basé en Irlande.	Utmost PanEurope	Marketing Collateral	French (FR)	Private Wealth Portfolio (PWP) France	FOS	Adviser Technical Insights and Webinars, New Policy	Dans ce guide, nous examinons de plus près les quatre raisons pour lesquelles vous pouvez choisir en toute confiance un fournisseur d’assurance-vie basé en Irlande. Marketing Collateral Assurance vie basée en Irlande – Les quatre piliers de la protection de l’investisseur UPE \| 05286
Product Information Document for the Wealth Planning Portfolio	Product Information Document for the Wealth Planning Portfolio	Utmost Luxembourg S.A	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Wealth Planning Portfolio	FOS		Product Information Document for the Wealth Planning Portfolio Product Guides/Brochures/Snapshots and Training Materials Product Information Document for the Wealth Planning Portfolio ULU_PID-BFWM-FR-WPP 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_FR_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)	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_FR_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)	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_FR_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)	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_FR_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_FR_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)	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_FR_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_FR_EUR_PCA_EN PR
Document d’informations clés (“DIC”)	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	French (FR)	Liberté	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 Document d’informations clés (“DIC”) ULU_KID_LU_FR_EUR_Liberté_FR PR
Document d’informations clés (“DIC”)	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	French (FR)	Liberté Capitalisation	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 Document d’informations clés (“DIC”) ULU_KID_LU_FR_EUR_Liberté Capi_FR
Change of Communications Means and Use of Electronic Signatures form	Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures	Utmost Luxembourg S.A	Operational Forms	English (EN)	Non Product Specific	FOS		Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures Operational Forms Change of Communications Means and Use of Electronic Signatures form ULU PR 00102
Information Disclosure Agreement form	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 form ULU PR 00101
DÉCLARATION DE PERTE DE DOCUMENTS	Formulaire de déclaration de perte de documents – Version française à utiliser avec Utmost Luxembourg S.A. France	Utmost Luxembourg S.A	Operational Forms	French (FR)	Non Product Specific	FOS		Formulaire de déclaration de perte de documents – Version française à utiliser avec Utmost Luxembourg S.A. France Operational Forms DÉCLARATION DE PERTE DE DOCUMENTS ULU PR 00091
Connect Sign in (French)	Connect Sign in (French)	Utmost Luxembourg S.A	Guides and Supporting Documents	French (FR)	Non Product Specific	FOS		Connect Sign in (French) Guides and Supporting Documents Connect Sign in (French) ULU PR 00019
Avenant à la Proposition d’Assurance valant Note d’Information d’un contrat d’assurance-vie individuel libellé en Unités de Compte « Liberté » / Avenant au Contrat « Liberté »	Liberté annex for non-core residents	Utmost Luxembourg S.A	Portability	French (FR)	Liberté	FOS		Liberté annex for non-core residents Portability Avenant à la Proposition d’Assurance valant Note d’Information d’un contrat d’assurance-vie individuel libellé en Unités de Compte « Liberté » / Avenant au Contrat « Liberté » ULU PR 00005
Modification des caractéristiques principales d’une Unité de Compte constituée par un Fonds d’Assurance Spécialisé existant	Use this form to request a change to one or more key characteristics of a Specialised Assurance Fund; such as Change of Fund Manager and Custodian Bank.	Utmost Luxembourg S.A	Operational Forms	French (FR)	Non Product Specific	FOS		Use this form to request a change to one or more key characteristics of a Specialised Assurance Fund; such as Change of Fund Manager and Custodian Bank. Operational Forms Modification des caractéristiques principales d’une Unité de Compte constituée par un Fonds d’Assurance Spécialisé existant ULU PCON1566
Formulaire de changement de moyen de communication et utilisation des signatures électroniques	Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures	Utmost Luxembourg S.A	Operational Forms	French (FR)	Non Product Specific	FOS		Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures Operational Forms Formulaire de changement de moyen de communication et utilisation des signatures électroniques ULU PCON1524
Formulaire de transmission d’ordre	Use this form for dealing purposes – France	Utmost Luxembourg S.A	Investment literature/Strategies	French (FR)	Non Product Specific	FOS		Use this form for dealing purposes – France Investment literature/Strategies Formulaire de transmission d’ordre ULU PCON1460
Formulaire d’Arbitrage automatique	Use this form to request an automated switch of investments on your policy/contract – France	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	French (FR)	Non Product Specific	FOS		Use this form to request an automated switch of investments on your policy/contract – France Surrender/Claim/Withdrawal/Switch Formulaire d’Arbitrage automatique ULU PCON1399
Demande de Rachat Total	Use this form to request the surrender of your policy/contract – France	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	French (FR)	Non Product Specific	FOS		Use this form to request the surrender of your policy/contract – France Surrender/Claim/Withdrawal/Switch Demande de Rachat Total ULU PCON1379
Forex/Forward Request Form	Use this form for dealing purposes – United Kingdom	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN)	Non Product Specific	FOS		Use this form for dealing purposes – United Kingdom Investment literature/Strategies Forex/Forward Request Form ULU PCON1382
Formulaire d’Arbitrage	Use this form to request a switch of investments on your policy/contract – France	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	French (FR)	Non Product Specific	FOS	New Policy	Use this form to request a switch of investments on your policy/contract – France Surrender/Claim/Withdrawal/Switch Formulaire d’Arbitrage ULU PCON1315
Demande de Rachat Partiel – MultiSupport	Use this form to request a withdrawal from your policy/contract – France	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	French (FR)	Non Product Specific	FOS		Use this form to request a withdrawal from your policy/contract – France Surrender/Claim/Withdrawal/Switch Demande de Rachat Partiel – MultiSupport ULU PCON1316
Formulaire de versement de Prime complémentaire	Use this form for an addition to your policy/contract – France	Utmost Luxembourg S.A	Top Up/Additional Investment	French (FR)	Liberté, Liberté Capitalisation	FOS	Addition to your Policy	Use this form for an addition to your policy/contract – France Top Up/Additional Investment Formulaire de versement de Prime complémentaire ULU PCON1314
Dealing Request Form SELL/BUY Orders	Use this form for dealing purposes – United Kingdom	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN)	Non Product Specific	FOS		Use this form for dealing purposes – United Kingdom Investment literature/Strategies Dealing Request Form SELL/BUY Orders ULU PCON1116
Rachat Partiel Programmé	Use this form to request a regular withdrawal from your policy/contract – France	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	French (FR)	Non Product Specific	FOS		Use this form to request a regular withdrawal from your policy/contract – France Surrender/Claim/Withdrawal/Switch Rachat Partiel Programmé ULU PCON1177
Demande de Changement de Gestionnaire et Stratégie d’Investissement	Use this form to request a change of Investment Manager and Investment Strategy – France	Utmost Luxembourg S.A	Operational Forms	French (FR)	Non Product Specific	FOS		Use this form to request a change of Investment Manager and Investment Strategy – France Operational Forms Demande de Changement de Gestionnaire et Stratégie d’Investissement ULU PCON1069
Formulaire Changement de Banque Dépositaire	Use this form to request a change of Custodian Bank	Utmost Luxembourg S.A	Operational Forms	French (FR)	Non Product Specific	FOS		Use this form to request a change of Custodian Bank Operational Forms Formulaire Changement de Banque Dépositaire ULU PCON1060
Demande de Rachat Partiel	Use this form to request a withdrawal from your policy/contract – France	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	French (FR)	Non Product Specific	FOS		Use this form to request a withdrawal from your policy/contract – France Surrender/Claim/Withdrawal/Switch Demande de Rachat Partiel ULU PCON1013
Dénouement par Décès	Use this form to initiate a death claim – France	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	French (FR)	Non Product Specific	FOS		Use this form to initiate a death claim – France Surrender/Claim/Withdrawal/Switch Dénouement par Décès ULU PCON1005
Notre offer FAS avec notre partenaire CA Indosuez Wealth Europe	This document details our FAS offer with our partner CA Indosuez Wealth Europe	Utmost Luxembourg S.A	Investment literature/Strategies	French (FR)	Non Product Specific	FOE FOS		This document details our FAS offer with our partner CA Indosuez Wealth Europe Investment literature/Strategies Notre offer FAS avec notre partenaire CA Indosuez Wealth Europe ULU MARK2419
Notre offre FAS avec notre partenaire Edmond de Rothschild (Europe) Luxembourg	This document details our FAS offer with our partner Edmond de Rothschild (Europe) Luxembourg	Utmost Luxembourg S.A	Investment literature/Strategies	French (FR)	Non Product Specific	FOE FOS		This document details our FAS offer with our partner Edmond de Rothschild (Europe) Luxembourg Investment literature/Strategies Notre offre FAS avec notre partenaire Edmond de Rothschild (Europe) Luxembourg ULU MARK2417
Connect – Aperçu (Guide d’utilisation pour les clients)	This user guide helps to navigate through the Connect Platform and explain functionality – French version	Utmost Luxembourg S.A	Guides and Supporting Documents	French (FR)	Non Product Specific	FOE FOS		This user guide helps to navigate through the Connect Platform and explain functionality – French version Guides and Supporting Documents Connect – Aperçu (Guide d’utilisation pour les clients) ULU MARK2351
Notre offre FAS avec notre partenaire Quintet Private Bank	This document details our FAS offer with our partner Quintet Private Bank	Utmost Luxembourg S.A	Investment literature/Strategies	French (FR)	Non Product Specific	FOE FOS		This document details our FAS offer with our partner Quintet Private Bank Investment literature/Strategies Notre offre FAS avec notre partenaire Quintet Private Bank ULU MARK2333
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
Connect User Guide Digital Subscription	This is a Connect User Guide for digital subscription – French version	Utmost Luxembourg S.A	Guides and Supporting Documents	French (FR)	Non Product Specific	FOS		This is a Connect User Guide for digital subscription – French version Guides and Supporting Documents Connect User Guide Digital Subscription ULU MARK2276
Connect User Guide – Total Redemption (French)	Connect User Guide – Total Redemption (French)	Utmost Luxembourg S.A	Guides and Supporting Documents	French (FR)	Non Product Specific	FOE FOS		Connect User Guide – Total Redemption (French) Guides and Supporting Documents Connect User Guide – Total Redemption (French) ULU MARK2174
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
Mandat de vérification d’instructions et de réception/ transmission d’ordres pour le Fonds d’Assurance Spécialisé	Power of Attorney for the verification of the instructions for the Specialised Assurance Fund – France	Utmost Luxembourg S.A	Operational Forms	French (FR)	Non Product Specific	FOS	New Policy	Power of Attorney for the verification of the instructions for the Specialised Assurance Fund – France Operational Forms Mandat de vérification d’instructions et de réception/ transmission d’ordres pour le Fonds d’Assurance Spécialisé ULU CONT4875
Nouvelle Unité de Compte constituée par un Fonds d’Assurance Spécialisé	Annex to add additional Specialised Assurance Funds to the contract/policy	Utmost Luxembourg S.A	Operational Forms	French (FR)	Private Client Portfolio	FOS	New Policy	Annex to add additional Specialised Assurance Funds to the contract/policy Operational Forms Nouvelle Unité de Compte constituée par un Fonds d’Assurance Spécialisé ULU CONT4860
Mandat de réception d’instructions pour un Fonds d’Assurance Spécialisé	Power of Attorney for the reception of the instructions for the Specialised Assurance Fund – France	Utmost Luxembourg S.A	Operational Forms	French (FR)	Non Product Specific	FOS	New Policy	Power of Attorney for the reception of the instructions for the Specialised Assurance Fund – France Operational Forms Mandat de réception d’instructions pour un Fonds d’Assurance Spécialisé ULU CONT4874
Nouvelle Unité de Compte constituée par un Fonds Interne Dédié	Annex to add additional Internal Dedicated Funds to the contract/policy	Utmost Luxembourg S.A	Operational Forms	French (FR)	Private Client Portfolio	FOS	New Policy	Annex to add additional Internal Dedicated Funds to the contract/policy Operational Forms Nouvelle Unité de Compte constituée par un Fonds Interne Dédié ULU CONT4854
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Société agissant au nom du Bénéficiaire effectif (Société civile)	Fact Find for INTERMEDIARIES for the French market; dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market	Utmost Luxembourg S.A	Fact Find	French (FR)	Liberté, Liberté Capitalisation	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the French market; dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market Fact Find FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Société agissant au nom du Bénéficiaire effectif (Société civile) ULU CONT4418
Echange Automatique de Renseignements Formulaire d’Autocertification (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	French (FR)	Liberté, Liberté Capitalisation	FOS	New Policy	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 Echange Automatique de Renseignements Formulaire d’Autocertification (AEoI) ULU CONT4271
Echange Automatique de Renseignements Formulaire d’Autocertification	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	French (FR)	Liberté, Liberté Capitalisation	FOS	New Policy	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 Echange Automatique de Renseignements Formulaire d’Autocertification ULU CONT4259
Echange Automatique de Renseignements Formulaire d’Autocertification (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	French (FR)	Liberté, Liberté Capitalisation	FOS	New Policy	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 Echange Automatique de Renseignements Formulaire d’Autocertification (AEoI) ULU CONT4247
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Société détenue directement ou indirectement par le Bénéficiaire effectif	Fact Find for INTERMEDIARIES for the French 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	French (FR)	Liberté, Liberté Capitalisation	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the French market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market Fact Find FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Société détenue directement ou indirectement par le Bénéficiaire effectif ULU CONT4100
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Personne physique	Fact Find for INTERMEDIARIES for the French 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	French (FR)	Liberté, Liberté Capitalisation	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the French market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Personne physique ULU CONT4098
Avenant au contrat de capitalisation	“Prise de date” annex to the Liberté Capitalisation product – France	Utmost Luxembourg S.A	Operational Forms	French (FR)	Non Product Specific	FOS	New Policy	“Prise de date” annex to the Liberté Capitalisation product – France Operational Forms Avenant au contrat de capitalisation ULU CONT3910
Avenant au contrat d’assurance-vie	“Prise de date” annex to the Liberté product – France	Utmost Luxembourg S.A	Operational Forms	French (FR)	Non Product Specific	FOS	New Policy	“Prise de date” annex to the Liberté product – France Operational Forms Avenant au contrat d’assurance-vie ULU CONT3909
Règles d’investissement pour les Fonds Internes et Externes	Table of Luxembourg Investment Rules – Liberté Capitalisation – France	Utmost Luxembourg S.A	Investment literature/Strategies	French (FR)	Liberté Capitalisation	FOS	New Policy	Table of Luxembourg Investment Rules – Liberté Capitalisation – France Investment literature/Strategies Règles d’investissement pour les Fonds Internes et Externes ULU CONT3806
Unité de Compte du Contrat constituée par un Fonds Interne Dédié lié à plusieurs Contrats	Annex to add additional Internal Dedicated Funds to a multi-contract/policy on the Liberté product – France	Utmost Luxembourg S.A	Operational Forms	French (FR)	Liberté	FOS	Addition to your Policy	Annex to add additional Internal Dedicated Funds to a multi-contract/policy on the Liberté product – France Operational Forms Unité de Compte du Contrat constituée par un Fonds Interne Dédié lié à plusieurs Contrats ULU CONT3769
Unité de Compte du Contrat constituée par un Fonds Interne Dédié lié à plusieurs Contrats	Annex to add additional Internal Dedicated Funds to a multi-contract/policy on the Liberté Capitalisation product – France	Utmost Luxembourg S.A	Operational Forms	French (FR)	Liberté Capitalisation	FOS	Addition to your Policy	Annex to add additional Internal Dedicated Funds to a multi-contract/policy on the Liberté Capitalisation product – France Operational Forms Unité de Compte du Contrat constituée par un Fonds Interne Dédié lié à plusieurs Contrats ULU CONT3775
Règles d’investissement pour les Fonds Internes et Externes	Table of Luxembourg Investment Rules	Utmost Luxembourg S.A	Investment literature/Strategies	French (FR)	Non Product Specific	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Règles d’investissement pour les Fonds Internes et Externes ULU CONT3678
Choice of Law form	Choice of law for the French market (Englishh version)	Utmost Luxembourg S.A	Operational Forms	English (EN)	Non Product Specific	FOS		Choice of law for the French market (Englishh version) Operational Forms Choice of Law form ULU CONT3572
Détails des Frais de transaction	Annex showing the activity-based charging grid	Utmost Luxembourg S.A	Commission Documents/Fees & Charges Literature and Illustrations	French (FR)	Non Product Specific	FOS		Annex showing the activity-based charging grid Commission Documents/Fees & Charges Literature and Illustrations Détails des Frais de transaction ULU CONT3169
Profil d’Investissement (Déviation)	Use this form to request a deviation from your investment profile	Utmost Luxembourg S.A	Investment literature/Strategies	French (FR)	Non Product Specific	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Profil d’Investissement (Déviation) ULU CONT3073
Profil d’investissement et évaluation de l’adéquation	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile	Utmost Luxembourg S.A	Investment literature/Strategies	French (FR)	Liberté	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 Profil d’investissement et évaluation de l’adéquation ULU CONT3055
ACCORD DE COMMUNICATION D’INFORMATION	Information Disclosure Agreement	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	French (FR)	Non Product Specific	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection ACCORD DE COMMUNICATION D’INFORMATION ULU CONT2864
Contrat de Capitalisation «Liberté Capitalisation» – Annexe au Projet de Contrat valant Note d’Information d’un contrat individuel de capitalisation nominatif à versements et rachats libres, exprimé en Unités de Compte « Liberté Capitalisation »	This form shows the list of available external funds for the Liberté Capitalisation product	Utmost Luxembourg S.A	Investment literature/Strategies	French (FR)	Liberté Capitalisation	FOS	New Business Pack	This form shows the list of available external funds for the Liberté Capitalisation product Investment literature/Strategies Contrat de Capitalisation «Liberté Capitalisation» – Annexe au Projet de Contrat valant Note d’Information d’un contrat individuel de capitalisation nominatif à versements et rachats libres, exprimé en Unités de Compte « Liberté Capitalisation » ULU CONT2844
Declaration de statut de « Non-U.S. Person » (Multi-Support)	Use this form to declare a status of “Non-U.S. Person”	Utmost Luxembourg S.A	Operational Forms	French (FR)	Non Product Specific	FOS		Use this form to declare a status of “Non-U.S. Person” Operational Forms Declaration de statut de « Non-U.S. Person » (Multi-Support) ULU CONT2755
Liberté – Annexe – Caractéristiques principales de toute Unité de Compte constituée par un Fonds externe – Multi-Support	This form shows the list of available external funds for the Liberté product	Utmost Luxembourg S.A	Investment literature/Strategies	French (FR)	Liberté	FOS	New Business Pack	This form shows the list of available external funds for the Liberté product Investment literature/Strategies Liberté – Annexe – Caractéristiques principales de toute Unité de Compte constituée par un Fonds externe – Multi-Support ULU CONT2626
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
Choix de la Loi Applicable / Choice of Law – Capitalisation Contract	Use this form to perform a choice of law	Utmost Luxembourg S.A	Operational Forms	English (EN), French (FR)	Non Product Specific	FOS		Use this form to perform a choice of law Operational Forms Choix de la Loi Applicable / Choice of Law – Capitalisation Contract ULU CONT2602
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
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
Liberté – Conditions Générales – Multi-Support	Stand-alone version of General Conditions for the «Liberté» product – France	Utmost Luxembourg S.A	Policy Conditions	French (FR)	Liberté	FOS	New Business Pack	Stand-alone version of General Conditions for the «Liberté» product – France Policy Conditions Liberté – Conditions Générales – Multi-Support ULU CONT2552
Liberté – Multi-Support	New business application form for the «Liberté» product – France	Utmost Luxembourg S.A	Application Form	French (FR)	Liberté	FOS	New Business Pack	New business application form for the «Liberté» product – France Application Form Liberté – Multi-Support ULU CONT2551
Demande de classement dans une catégorie d’investissement supérieure	Use this form to request a upgrade of your investment category	Utmost Luxembourg S.A	Investment literature/Strategies	French (FR)	Liberté, Liberté Capitalisation	FOS	New Policy	Use this form to request a upgrade of your investment category Investment literature/Strategies Demande de classement dans une catégorie d’investissement supérieure ULU CONT2525
Demande de classement dans une catégorie d’investissement inférieure	Use this form to request a downgrade of your investment category	Utmost Luxembourg S.A	Investment literature/Strategies	French (FR)	Liberté, Liberté Capitalisation	FOS	New Policy	Use this form to request a downgrade of your investment category Investment literature/Strategies Demande de classement dans une catégorie d’investissement inférieure ULU CONT2514
FATCA Self-Certification	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 FATCA Self-Certification ULU CONT2170-5
FATCA Auto-Certification	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	French (FR)	Liberté, Liberté Capitalisation	FOS	New Policy	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 FATCA Auto-Certification ULU CONT2170-2
Déclaration de Statut de « Non-U.S. Person »	Use this form to declare a status of “Non-U.S. Person”	Utmost Luxembourg S.A	Operational Forms	French (FR)	Non Product Specific	FOS		Use this form to declare a status of “Non-U.S. Person” Operational Forms Déclaration de Statut de « Non-U.S. Person » ULU CONT2040
Banque dépositaire hors de l’EEE	Declaration for the Use of a Custodian Bank located outside of the EEA – France – Liberté Capitalisation product	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	French (FR)	Non Product Specific	FOS		Declaration for the Use of a Custodian Bank located outside of the EEA – France – Liberté Capitalisation product Client Letters/Indemnity/Data Protection Banque dépositaire hors de l’EEE ULU CONT2035
Contrat de Capitalisation «Liberté Capitalisation» – Conditions Générales	Stand-alone version of General Conditions for the Contrat de Capitalisation «Liberté Capitalisation» product – France	Utmost Luxembourg S.A	Policy Conditions	French (FR)	Liberté Capitalisation	FOS	New Business Pack	Stand-alone version of General Conditions for the Contrat de Capitalisation «Liberté Capitalisation» product – France Policy Conditions Contrat de Capitalisation «Liberté Capitalisation» – Conditions Générales ULU CONT1940
Contrat de Capitalisation «Liberté Capitalisation»	New business application form for the Contrat de Capitalisation «Liberté Capitalisation» product – France	Utmost Luxembourg S.A	Application Form	French (FR)	Liberté Capitalisation	FOS	New Business Pack	New business application form for the Contrat de Capitalisation «Liberté Capitalisation» product – France Application Form Contrat de Capitalisation «Liberté Capitalisation» ULU CONT1861
Déclaration relative aux Obligations Fiscales (PH)	Stand-alone Tax Compliance Certification form – France	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	French (FR)	Non Product Specific	FOS		Stand-alone Tax Compliance Certification form – France Client Letters/Indemnity/Data Protection Déclaration relative aux Obligations Fiscales (PH) ULU CONT1852
Choix de la Loi Applicable / Choice of Law	Use this form to perform a choice of law	Utmost Luxembourg S.A	Operational Forms	English (EN), French (FR)	Non Product Specific	FOS		Use this form to perform a choice of law Operational Forms Choix de la Loi Applicable / Choice of Law ULU CONT1794
Notice d’information sur les risques que comporte un investissement sur une Unité de Compte dont les Actifs Sous- Jacents sont composés d’Investissements Spécialisés	Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – France	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	French (FR)	Non Product Specific	FOS		Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – France Client Letters/Indemnity/Data Protection Notice d’information sur les risques que comporte un investissement sur une Unité de Compte dont les Actifs Sous- Jacents sont composés d’Investissements Spécialisés ULU CONT1584
Déclaration pour l’utilisation d’une banque dépositaire hors de l’EEE	Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (FOS) – French version	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	French (FR)	Non Product Specific	FOS		Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (FOS) – French version Client Letters/Indemnity/Data Protection Déclaration pour l’utilisation d’une banque dépositaire hors de l’EEE ULU CONT1434-1
Confirmation des coordonnées du Client utilisées pour la signature électronique des documents	Confirmation of Client contact details used for the Electronic Signing of documents	Utmost Luxembourg S.A	Operational Forms	French (FR)	Non Product Specific	FOS		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Confirmation des coordonnées du Client utilisées pour la signature électronique des documents ULU CONNECT1057
The Utmost Advantage – Complex Assets (French)	Marketing Collateral The Utmost Advantage – Complex Assets (French) UG \| 25206	Utmost Group	Marketing Collateral	French (FR)		FOS		Marketing Collateral The Utmost Advantage – Complex Assets (French) UG \| 25206
Anti-money Laundering Guide (AML)	Utmost International Isle of Man Limited, Utmost PanEurope dac, Utmost International Trustee Solutions and Utmost Worldwide Limited Anti-Money Laundering Requirements Guide ‘AML’	Utmost Wealth Solutions Utmost Worldwide	Compliance and Risk Collateral (privacy notices/footers etc)	English (EN)	Non Product Specific	FOS	New Policy	Utmost International Isle of Man Limited, Utmost PanEurope dac, Utmost International Trustee Solutions and Utmost Worldwide Limited Anti-Money Laundering Requirements Guide ‘AML’ Compliance and Risk Collateral (privacy notices/footers etc) Anti-money Laundering Guide (AML) IOM PR 0121

Customer Support

Utmost Wealth Solutions

Popular support Pages

Previously visited Support Pages

Online Service Login

Utmost Wealth Solutions

Popular logins

Previously used logins

Document Library

Utmost Wealth Solutions

Document Library