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Market: Norway (NO)

Documents

Title	Description	Insurer	Asset Type	Language	Product	Regime	Process	Excerpt
Source of Wealth Questionnaire	This questionnaire seeks to obtain information and documentation from the adviser to establish the source of wealth of high-risk clients of Utmost International Isle of Man Limited and Utmost PanEurope dac	Utmost Wealth Solutions	Operational Forms	English (EN)	Non Product Specific	FOS	Addition to your Policy, New Policy	This questionnaire seeks to obtain information and documentation from the adviser to establish the source of wealth of high-risk clients of Utmost International Isle of Man Limited and Utmost PanEurope dac Operational Forms Source of Wealth Questionnaire UWSQ PR \| 20888
Tax Declaration and Self-Certification for Trusts	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for trusts where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Non Product Specific	FOS	Making a change to your policy, New Policy	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for trusts where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust. Tax and regulatory Literature/technical sales aids and literature Tax Declaration and Self-Certification for Trusts UTSQ PR \| 20885
Nøkkelinformasjonsdokument	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	Norwegian (NO)	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 Nøkkelinformasjonsdokument ULU_KID_LU_NO_NOK_PCP_NO 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_NO_NOK_PCP_EN PR
Nøkkelinformasjonsdokument	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	Norwegian (NO)	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 Nøkkelinformasjonsdokument ULU_KID_LU_NO_EUR_PCP_NO 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_NO_EUR_PCP_EN PR
Switch Authorisation	Use this form to request a switch of investments on your policy for Norway.	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	English (EN)	Non Product Specific	FOS	Making a change to your policy	Use this form to request a switch of investments on your policy for Norway. Surrender/Claim/Withdrawal/Switch Switch Authorisation ULU PCON1594
BOSTEDSADRESSE OG KOMMUNIKASJONSMIDDEL / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION	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), Norwegian (NO)	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 BOSTEDSADRESSE OG KOMMUNIKASJONSMIDDEL / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION ULU PCON1526
Switch Form (for Multi-Support)	Use this form to request a switch of investments on your policy/contract – Norway	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	English (EN)	Non Product Specific	FOS		Use this form to request a switch of investments on your policy/contract – Norway Surrender/Claim/Withdrawal/Switch Switch Form (for Multi-Support) ULU PCON1513
Request for Change of Investment Manager – Norwegian Market	Use this form to request a change of investment manager and Investment Strategy – Norway	Utmost Luxembourg S.A	Operational Forms	English (EN)	Non Product Specific	FOS		Use this form to request a change of investment manager and Investment Strategy – Norway Operational Forms Request for Change of Investment Manager – Norwegian Market ULU PCON1389
Surrender Request	Use this form to request the surrender of your policy/contract – Norway	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	English (EN), Norwegian (NO)	Non Product Specific	FOS		Use this form to request the surrender of your policy/contract – Norway Surrender/Claim/Withdrawal/Switch Surrender Request ULU PCON1360
Partial Surrender Request	Use this form to request a withdrawal from your policy/contract – Norway	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	English (EN)	Non Product Specific	FOS		Use this form to request a withdrawal from your policy/contract – Norway Surrender/Claim/Withdrawal/Switch Partial Surrender Request ULU PCON1361
Additional Premium Form	Use this form for an addition to your policy/contract – Norway	Utmost Luxembourg S.A	Top Up/Additional Investment	English (EN)	Private Client Portfolio	FOS	Addition to your Policy	Use this form for an addition to your policy/contract – Norway Top Up/Additional Investment Additional Premium Form ULU PCON1359
Request for Change of Investment Manager to the Policyholder as Investment Manager	Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Norway	Utmost Luxembourg S.A	Operational Forms	English (EN)	Non Product Specific	FOS		Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Norway Operational Forms Request for Change of Investment Manager to the Policyholder as Investment Manager ULU PCON1252
Automatisert Utveksling av Informasjon Egenerklæringsskjema / Automatic Exchange of Information Self-Certification (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), Norwegian (NO)	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 Automatisert Utveksling av Informasjon Egenerklæringsskjema / Automatic Exchange of Information Self-Certification (AEoI) ULU CONT4692
Automatisert Utveksling av Informasjon – Egenerklæringsskjema for kontrollende personer (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), Norwegian (NO)	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 Automatisert Utveksling av Informasjon – Egenerklæringsskjema for kontrollende personer (AEoI) ULU CONT4268
Automatisert Utveksling av Informasjon Egenerklæringsskjema / Automatic Exchange of Information Self-Certification (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), Norwegian (NO)	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 Automatisert Utveksling av Informasjon Egenerklæringsskjema / Automatic Exchange of Information Self-Certification (AEoI) ULU CONT4256
FOR INTERMEDIARIES – Informasjonsinnhenting skjema / Fact findForsikringsformidler / Intermediary version	Fact Find for INTERMEDIARIES for the Norwegian 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), Norwegian (NO)	Private Client Portfolio	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the Norwegian market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Informasjonsinnhenting skjema / Fact findForsikringsformidler / Intermediary version ULU CONT4118
FOR INTERMEDIARIES – Informasjonsinnhenting skjema / Fact findForsikringsformidler / Intermediary version	Fact Find for INTERMEDIARIES for the Norwegian 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	Norwegian (NO), Swedish (SV)	Private Client Portfolio	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the Norwegian market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market Fact Find FOR INTERMEDIARIES – Informasjonsinnhenting skjema / Fact findForsikringsformidler / Intermediary version ULU CONT4120
Appendix: Investment Rules for Internal Funds / Vedlegg: Investeringsregler for interne fond	Table of Luxembourg Investment Rules	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN), Norwegian (NO)	Non Product Specific	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Appendix: Investment Rules for Internal Funds / Vedlegg: Investeringsregler for interne fond ULU CONT3679
Private Client Portfolio – List of Available Internal Collective Funds	Liste over tilgjenelige Interne Kollektive Fond / List of available Internal Collective Funds	Utmost Luxembourg S.A	Operational Forms	English (EN), Norwegian (NO)	Private Client Portfolio	FOS		Liste over tilgjenelige Interne Kollektive Fond / List of available Internal Collective Funds Operational Forms Private Client Portfolio – List of Available Internal Collective Funds ULU CONT3613
Schedule of Additional Administrative Charges	Annex showing the activity-based charging grid	Utmost Luxembourg S.A	Commission Documents/Fees & Charges Literature and Illustrations	English (EN)	Non Product Specific	FOS		Annex showing the activity-based charging grid Commission Documents/Fees & Charges Literature and Illustrations Schedule of Additional Administrative Charges ULU CONT3177
INFORMASJONSAVTALE / INFORMATION DISCLOSURE AGREEMENT	Information Disclosure Agreement	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	English (EN), Norwegian (NO)	Non Product Specific	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection INFORMASJONSAVTALE / INFORMATION DISCLOSURE AGREEMENT ULU CONT2871
Automatic Exchange of Information – Self-Certification for Entities (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.	Utmost Luxembourg S.A	Operational Forms	English (EN)	Non Product Specific	FOS		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications. Operational Forms Automatic Exchange of Information – Self-Certification for Entities (AEoI) ULU CONT2596
Automatic Exchange of Information – Self-Certification for Controlling Persons (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Utmost Luxembourg S.A	Operational Forms	English (EN)	Non Product Specific	FOS		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms Automatic Exchange of Information – Self-Certification for Controlling Persons (AEoI) ULU CONT2599
Automatic Exchange of Information – Self-Certification for 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
Forespørsel om oppgradering av forsikringstakers investeringskategori / Request for Policyholder Category Upgrade	Use this form to request a upgrade of your investment category	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN), Norwegian (NO)	Non Product Specific	FOS		Use this form to request a upgrade of your investment category Investment literature/Strategies Forespørsel om oppgradering av forsikringstakers investeringskategori / Request for Policyholder Category Upgrade ULU CONT2530
Krav om nedgradering av forsikringstakers investeringskategori / Demand for Policyholder Category Downgrade	Use this form to request a downgrade of your investment category	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN), Norwegian (NO)	Non Product Specific	FOS		Use this form to request a downgrade of your investment category Investment literature/Strategies Krav om nedgradering av forsikringstakers investeringskategori / Demand for Policyholder Category Downgrade ULU CONT2519
Lovvalg / Choice of Law	Use this form to perform a choice of law	Utmost Luxembourg S.A	Operational Forms	English (EN), Norwegian (NO)	Non Product Specific	FOS		Use this form to perform a choice of law Operational Forms Lovvalg / Choice of Law ULU CONT2360
FATCA Egenklaering / 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	Norwegian (NO)	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 Egenklaering / Self Certification ULU CONT2170-9
Egnethetsprofil / Suitability Profile	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), Norwegian (NO)	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 Egnethetsprofil / Suitability Profile ULU CONT2064
Erklæring for Depotbank utenfor EØS / Custodian Bank located outside the EEA	Declaration for the Use of a Custodian Bank located outside of the EEA – Norway	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	English (EN), Norwegian (NO)	Non Product Specific	FOS		Declaration for the Use of a Custodian Bank located outside of the EEA – Norway Client Letters/Indemnity/Data Protection Erklæring for Depotbank utenfor EØS / Custodian Bank located outside the EEA ULU CONT2038
Skatteerklæring (PH) / Tax Compliance Certification	Stand-alone Tax Compliance Certification form – Norway	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	English (EN), Norwegian (NO)	Non Product Specific	FOS		Stand-alone Tax Compliance Certification form – Norway Client Letters/Indemnity/Data Protection Skatteerklæring (PH) / Tax Compliance Certification ULU CONT2005
Private Client Portfolio – Generelle Forsikringsvilkår (202208)/General Conditions (202208)	Stand-alone version of General Conditions for the Private Client Portfolio product – Norway	Utmost Luxembourg S.A	Policy Conditions	English (EN), Norwegian (NO)	Private Client Portfolio	FOS	New Business Pack	Stand-alone version of General Conditions for the Private Client Portfolio product – Norway Policy Conditions Private Client Portfolio – Generelle Forsikringsvilkår (202208)/General Conditions (202208) ULU CONT1996
Private Client Portfolio	New business application form for the Private Client Portfolio product – Norway	Utmost Luxembourg S.A	Application Form	English (EN), Norwegian (NO)	Private Client Portfolio	FOS	New Business Pack	New business application form for the Private Client Portfolio product – Norway Application Form Private Client Portfolio ULU CONT1973
Utnevnelse av Forsikringstakeren til Investeringsforvalter / Appointment of the Policyholder as Investment Manager	Use this form to appoint an Investment Manager/Advisor – Norway	Utmost Luxembourg S.A	Operational Forms	English (EN)	Non Product Specific	FOS		Use this form to appoint an Investment Manager/Advisor – Norway Operational Forms Utnevnelse av Forsikringstakeren til Investeringsforvalter / Appointment of the Policyholder as Investment Manager ULU CONT1452
Bekreftelse av kundens kontaktinformasjon brukt for elektronisk signering av dokumenter / Confirmation of Client contact details used for the Electronic Signing of documents	Confirmation of Client contact details used for the Electronic Signing of documents	Utmost Luxembourg S.A	Operational Forms	English (EN), Norwegian (NO)	Non Product Specific	FOS		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Bekreftelse av kundens kontaktinformasjon brukt for elektronisk signering av dokumenter / Confirmation of Client contact details used for the Electronic Signing of documents ULU CONNECT1055

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