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Market: Malta (MT)

Documents

Title	Description	Insurer	Asset Type	Language	Product	Regime	Process	Excerpt
Online Data Capture Form for Submitting Business on Wealth Interactive for Utmost International Isle of Man Policies	Online Data Capture Form for Financial Advisers to gather the necessary information from a client via Wealth Interactive for new business for Utmost International Isle of Man policies.	Utmost International - IoM	Application Form	English (EN)	Non Product Specific	FOS	New Policy	Online Data Capture Form for Financial Advisers to gather the necessary information from a client via Wealth Interactive for new business for Utmost International Isle of Man policies. Application Form Online Data Capture Form for Submitting Business on Wealth Interactive for Utmost International Isle of Man Policies ULQ PR \| 13900
Why Invest in the Executive Bond?	This financial adviser guide provides the 11 key benefits for your clients investing in the Executive Bond.	Utmost International - IoM	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Executive Investment Bond	FOS	New Policy	This financial adviser guide provides the 11 key benefits for your clients investing in the Executive Bond. Product Guides/Brochures/Snapshots and Training Materials Why Invest in the Executive Bond? ULQ PR \| 08180
Policy Terms and Conditions for Executive Investment Bond	Policy Terms and Conditions for Utmost International Isle of Man Limited’s Executive Investment Bond.	Utmost International - IoM	Policy Conditions	English (EN)	Executive Investment Bond	FOS	New Policy	Policy Terms and Conditions for Utmost International Isle of Man Limited’s Executive Investment Bond. Policy Conditions Policy Terms and Conditions for Executive Investment Bond ULQ PR \| 00397
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
Policy Terms and Conditions for European Executive Investment Bond – PRIIPs	Policy Terms and Conditions for Utmost PanEurope dac’s European Executive Investment Bond – PRIIPs.	Utmost PanEurope	Policy Conditions	English (EN)	European Executive Investment Bond – PRIIPs	FOS	New Policy	Policy Terms and Conditions for Utmost PanEurope dac’s European Executive Investment Bond – PRIIPs. Policy Conditions Policy Terms and Conditions for European Executive Investment Bond – PRIIPs UPEQ PR \| 14489
European Executive Investment Bond – Key Information Document	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)	European Executive Investment Bond – PRIIPs	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 European Executive Investment Bond – Key Information Document UPEQ PR \| 14040
European Executive Investment Bond at a glance	This at a glance document highlights the main features of the European Executive Investment Bond.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	English (EN)	European Executive Investment Bond – PRIIPs	FOS	New Policy	This at a glance document highlights the main features of the European Executive Investment Bond. Tax and regulatory Literature/technical sales aids and literature European Executive Investment Bond at a glance UPEQ PR \| 09349
Application Form for European Executive Investment Bond (QROPS/QNUPS/SIPP) with Utmost PanEurope dac	Application Form for Trustee Investors wishing to invest in a EEIB or ECIB via a QROPS, QNUPS or SIPP. Please note that you will also need to fill out the Tax Declaration and Self Certification document.	Utmost PanEurope	Operational Forms	English (EN)	European Executive Investment Bond – PRIIPs	FOS	New Policy	Application Form for Trustee Investors wishing to invest in a EEIB or ECIB via a QROPS, QNUPS or SIPP. Please note that you will also need to fill out the Tax Declaration and Self Certification document. Operational Forms Application Form for European Executive Investment Bond (QROPS/QNUPS/SIPP) with Utmost PanEurope dac UPEQ PR \| 09310
Tax and Other Important Information for Malta (for Malta Based Trustees Only)	This document provides the policyholder with important information before investing in the European Executive Investment Bond – PRIIPs or the European Collective Investment Bond – PRIIPs provided by Utmost PanEurope dac. Currently, we will only accept applications from Malta based trustees not Maltese resident individuals.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	English (EN)	European Executive Investment Bond – PRIIPs, Non Product Specific	FOS	New Policy	This document provides the policyholder with important information before investing in the European Executive Investment Bond – PRIIPs or the European Collective Investment Bond – PRIIPs provided by Utmost PanEurope dac. Currently, we will only accept applications from Malta based trustees not Maltese resident individuals. Tax and regulatory Literature/technical sales aids and literature Tax and Other Important Information for Malta (for Malta Based Trustees Only) UPEQ PR \| 08492
Tax and Other Information Guide for Residents of the European Economic Area	This document is designed for habitual residents of EEA countries (EU countries plus Iceland, Norway and Liechtenstein). Please refer to our other country specific documents, which are available on our website.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	English (EN)	European Executive Investment Bond – PRIIPs	FOS	New Policy	This document is designed for habitual residents of EEA countries (EU countries plus Iceland, Norway and Liechtenstein). Please refer to our other country specific documents, which are available on our website. Tax and regulatory Literature/technical sales aids and literature Tax and Other Information Guide for Residents of the European Economic Area UPEQ PR \| 03378
Discounted Gift Trust Deed Form (English Law – Bare Version)	This deed should be used with ex-Quilter products or the following range of product types only: Executive Investment Bonds/Portfolios/Accounts (including European Collective Investment Bond), Wealth Portfolio Bonds, Managed Capital Accounts and Life Insurance Portfolios.	Utmost PanEurope	Trust Literature	English (EN)	European Executive Investment Bond – PRIIPs, Executive Life Portfolio	FOS	New Policy	This deed should be used with ex-Quilter products or the following range of product types only: Executive Investment Bonds/Portfolios/Accounts (including European Collective Investment Bond), Wealth Portfolio Bonds, Managed Capital Accounts and Life Insurance Portfolios. Trust Literature Discounted Gift Trust Deed Form (English Law – Bare Version) UPEQ PR \| 04649
European Executive Investment Bond Client Brochure	Client brochure to promote the benefits of the European Executive Investment Bond.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	European Executive Investment Bond – PRIIPs	FOS	New Policy	Client brochure to promote the benefits of the European Executive Investment Bond. Product Guides/Brochures/Snapshots and Training Materials European Executive Investment Bond Client Brochure UPEQ \| 07771
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_MT_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)	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_MT_USD_WPP-EU_EN
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_MT_USD_WPP-ES-TRUST-EU_EN
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)	Accumulation & Maintenance Plan	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_MT_USD_AMP-EU_EN
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_MT_GBP_WPP-EU_EN
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_MT_GBP_WPP-ES-TRUST-EU_EN
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 Wealth Management 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_MT_GBP_PCWMP_EN
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_MT_EUR_WPP-ES-TRUST-EU_EN
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_MT_GBP_PCP_EN
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)	Legacy Product (Closed)	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_MT_GBP_PCA_EN
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_MT_EUR_WPP-EU_EN
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)	Accumulation & Maintenance Plan	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_MT_GBP_AMP-EU_EN
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 Wealth Management 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_MT_EUR_PCWMP_EN
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_MT_EUR_PCP_EN
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)	Legacy Product (Closed)	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_MT_EUR_PCA_EN
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)	Accumulation & Maintenance Plan	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_MT_EUR_AMP-EU_EN
Residential Address and Means of Communication	Use this form to request a change of Communication Means and address for Malta.	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 Malta. Operational Forms Residential Address and Means of Communication ULU PCON1606
Additional Premium Form	Use this form for an addition to your policy/contract – Malta	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 – Malta Top Up/Additional Investment Additional Premium Form ULU PCON1579
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 version / Trust	Fact Find for INTERMEDIARIES for the Maltese 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 Maltese 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 version / Trust ULU CONT4320
FOR INTERMEDIARIES – Fact find – Intermediary version / Company	Fact Find for INTERMEDIARIES for the Maltese 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 Maltese 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 CONT4318
FOR INTERMEDIARIES – Fact find – Intermediary version / Individual	Fact Find for INTERMEDIARIES for the Maltese 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 Maltese 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 CONT4316
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 CONT3834
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 CONT3080
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 CONT3062
Private Client Portfolio – General Conditions	Stand-alone version of General Conditions for the Private Client Portfolio product – Malta	Utmost Luxembourg S.A	Policy Conditions	English (EN)	Non Product Specific	FOS		Stand-alone version of General Conditions for the Private Client Portfolio product – Malta Policy Conditions Private Client Portfolio – General Conditions ULU CONT2748
Private Client Portfolio – Product Features	These are the Product Features related to the Private Client Portfolio product – Malta	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 – Malta Product Guides/Brochures/Snapshots and Training Materials Private Client Portfolio – Product Features ULU CONT2747
Private Client Portfolio	New business application form for the Private Client Portfolio product – Malta	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 – Malta Application Form Private Client Portfolio ULU CONT2746
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

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