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Market: Portugal (PT)

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 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 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
Questionário Sobre a Origem do Património	Questionário Sobre a Origem do Património para fornecer detalhes sobre o património de um cliente	Utmost Wealth Solutions	Operational Forms	Portuguese (PT)	Apex (Portugal), Compass (Closed), Compass DFM (Closed), Private Wealth Portfolio - Portugal	FOS	Addition to your Policy, New Policy	Questionário Sobre a Origem do Património para fornecer detalhes sobre o património de um cliente Operational Forms Questionário Sobre a Origem do Património UWS PR 00473
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
Apex Portugal Open Architecture Dealing Instruction Form	This form should be used for policies held on the Open Architecture basis only without a Discretionary Fund Manager or Platform arrangement.	Utmost PanEurope	Operational Forms	English (EN)	Apex (Portugal)	FOS	Making a change to your policy	This form should be used for policies held on the Open Architecture basis only without a Discretionary Fund Manager or Platform arrangement. Operational Forms Apex Portugal Open Architecture Dealing Instruction Form UPE_WS PR 00052
Policy Terms and Conditions for Apex Portugal	Policy Terms and Conditions for Utmost PanEurope dac Apex Portugal.	Utmost PanEurope	Policy Conditions	English (EN)	Apex (Portugal)	FOS	New Policy	Policy Terms and Conditions for Utmost PanEurope dac Apex Portugal. Policy Conditions Policy Terms and Conditions for Apex Portugal UPE_WS PR 00051
Apex Portugal Notification of intention to return to the UK	Before completing this form you should discuss your personal circumstances with your Insurance Intermediary to ensure that the Life Insurance Policy will continue to meet your needs on your return to the UK.	Utmost PanEurope	Operational Forms	English (EN)	Apex (Portugal)	FOS	Making a change to your policy	Before completing this form you should discuss your personal circumstances with your Insurance Intermediary to ensure that the Life Insurance Policy will continue to meet your needs on your return to the UK. Operational Forms Apex Portugal Notification of intention to return to the UK UPE_WS PR 00046
Apex Portugal – Right to change your mind	Guide detailing why you might change your mind about your Utmost PanEurope dac policy within your 30 day grace period and how to cancel it	Utmost PanEurope	Operational Forms	English (EN)	Apex (Portugal)	FOS	New Policy	Guide detailing why you might change your mind about your Utmost PanEurope dac policy within your 30 day grace period and how to cancel it Operational Forms Apex Portugal – Right to change your mind UPE_WS PR 00043
Apex Portugal – Nomination of Discretionary Fund Manager or Platform Agreement	This form can be used to nominate or replace an existing Discretionary Fund Manager (DFM) or Platform arrangement.	Utmost PanEurope	Operational Forms	English (EN)	Apex (Portugal)	FOS	Making a change to your policy	This form can be used to nominate or replace an existing Discretionary Fund Manager (DFM) or Platform arrangement. Operational Forms Apex Portugal – Nomination of Discretionary Fund Manager or Platform Agreement UPE_WS PR 00042
APEX Portugal Guide for Additional Single Premium	Guide to help you complete the additional single premium form for APEX Portugal.	Utmost PanEurope	Operational Forms	English (EN)	Apex (Portugal)	FOS	New Policy	Guide to help you complete the additional single premium form for APEX Portugal. Operational Forms APEX Portugal Guide for Additional Single Premium UPE_WS PR 00038
Apex Portugal – Insurance Intermediary Fund Authorisation form	This form should only be completed by the Policyholder where a Discretionary Fund Manager or Platform is not appointed and the Policyholder wish to authorise the Insurance Intermediary to execute external fund choices on their behalf.	Utmost PanEurope	Operational Forms	English (EN)	Apex (Portugal)	FOS	Making a change to your policy	This form should only be completed by the Policyholder where a Discretionary Fund Manager or Platform is not appointed and the Policyholder wish to authorise the Insurance Intermediary to execute external fund choices on their behalf. Operational Forms Apex Portugal – Insurance Intermediary Fund Authorisation form UPE_WS PR 00036
Apex Portugal – Assignment of Policies	For assigning policies to individuals only.	Utmost PanEurope	Operational Forms	English (EN)	Apex (Portugal)	FOS	Making a change to your policy	For assigning policies to individuals only. Operational Forms Apex Portugal – Assignment of Policies UPE_WS PR 00032
Apex Portugal Dealing Account Overdraft Clearance Instruction form	This form can be used to request an overdraft clearance for your Apex Portugal Dealing Account.	Utmost PanEurope	Operational Forms	English (EN)	Apex (Portugal)	FOS	Making a change to your policy	This form can be used to request an overdraft clearance for your Apex Portugal Dealing Account. Operational Forms Apex Portugal Dealing Account Overdraft Clearance Instruction form UPE_WS PR 00029
Apex Portugal – Appointment of insurance intermediary	This form can be used to appoint an Insurance Intermediary for Apex Portugal policies.	Utmost PanEurope	Operational Forms	English (EN)	Apex (Portugal)	FOS	Making a change to your policy	This form can be used to appoint an Insurance Intermediary for Apex Portugal policies. Operational Forms Apex Portugal – Appointment of insurance intermediary UPE_WS PR 00027
Apex Portugal – Change of Beneficiary Form	This form can be used to change the beneficiary of your Apex Portugal policy.	Utmost PanEurope	Operational Forms	English (EN)	Apex (Portugal)	FOS	Making a change to your policy	This form can be used to change the beneficiary of your Apex Portugal policy. Operational Forms Apex Portugal – Change of Beneficiary Form UPE_WS PR 00022
Apex Portugal – Guide for individual applicants	Guide to help you complete the Apex Portugal application form.	Utmost PanEurope	Operational Forms	English (EN)	Apex (Portugal)	FOS	New Policy	Guide to help you complete the Apex Portugal application form. Operational Forms Apex Portugal – Guide for individual applicants UPE_WS PR 00016
Apex Portugal Product Guide	This is a Product Guide for Apex (Portugal)	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Apex (Portugal)	FOS	New Policy	This is a Product Guide for Apex (Portugal) Product Guides/Brochures/Snapshots and Training Materials Apex Portugal Product Guide UPE_WS PR 00013
Apex Portugal – Death Benefit Claim form	This form can be used to claim a death benefit for Apex Portugal policies	Utmost PanEurope	Operational Forms	English (EN)	Apex (Portugal)	FOS	Surrender or Claim	This form can be used to claim a death benefit for Apex Portugal policies Operational Forms Apex Portugal – Death Benefit Claim form UPE_WS PR 00010
Apex Portugal snapshot	This document provides a snapshot of Apex Portugal. This is a document for financial advisers only.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Apex (Portugal)	FOS	New Policy	This document provides a snapshot of Apex Portugal. This is a document for financial advisers only. Product Guides/Brochures/Snapshots and Training Materials Apex Portugal snapshot UPE_WS PR 00001
PWP Portugal Guia Do Produto	Product Guides/Brochures/Snapshots and Training Materials PWP Portugal Guia Do Produto UPE_WS \| 05270	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Portuguese (PT)	Private Wealth Portfolio - Portugal	FOS	Making a change to your policy, New Policy	Product Guides/Brochures/Snapshots and Training Materials PWP Portugal Guia Do Produto UPE_WS \| 05270
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
Formulário de notificação de rescisão de posição contratual	Este formulário deve ser preenchido por todos os tomadores de seguro se pretenderem ceder o contrato a outra pessoa ou entidade.	Utmost PanEurope	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal		Making a change to your policy, New Policy	Este formulário deve ser preenchido por todos os tomadores de seguro se pretenderem ceder o contrato a outra pessoa ou entidade. Operational Forms Formulário de notificação de rescisão de posição contratual UPE_WS \| 04733
Snapshot Para Portugal	Product Guides/Brochures/Snapshots and Training Materials Snapshot Para Portugal UPE_WS \| 04552	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Portuguese (PT)	Private Wealth Portfolio - Portugal	FOS	New Policy	Product Guides/Brochures/Snapshots and Training Materials Snapshot Para Portugal UPE_WS \| 04552
PWP Portugal Formulário de pedido de pagamento de benefício por morte	Operational Forms PWP Portugal Formulário de pedido de pagamento de benefício por morte UPE_WS \| 04380	Utmost PanEurope	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal		Surrender or Claim	Operational Forms PWP Portugal Formulário de pedido de pagamento de benefício por morte UPE_WS \| 04380
PWP Portugal Formulario de Condiciones Particulares da Apólice Extraviadas/Nunca Recebido	Operational Forms PWP Portugal Formulario de Condiciones Particulares da Apólice Extraviadas/Nunca Recebido UPE_WS \| 04379	Utmost PanEurope	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Portugal Formulario de Condiciones Particulares da Apólice Extraviadas/Nunca Recebido UPE_WS \| 04379
PWP Portugal Formulário de Alteração de Nome e Endereço	Operational Forms PWP Portugal Formulário de Alteração de Nome e Endereço UPE_WS \| 04377	Utmost PanEurope	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal		Making a change to your policy	Operational Forms PWP Portugal Formulário de Alteração de Nome e Endereço UPE_WS \| 04377
PWP Portugal Formulário de Nomeação de Beneficiário	Operational Forms PWP Portugal Formulário de Nomeação de Beneficiário UPE_WS \| 04376	Utmost PanEurope	Operational Forms	Portuguese (PT)	Compass (Closed), Compass DFM (Closed), Private Wealth Portfolio - Portugal		Making a change to your policy, New Policy	Operational Forms PWP Portugal Formulário de Nomeação de Beneficiário UPE_WS \| 04376
PWP Portugal Formulário de Espécime de Assinatura	Operational Forms PWP Portugal Formulário de Espécime de Assinatura UPE_WS \| 04374	Utmost PanEurope	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Portugal Formulário de Espécime de Assinatura UPE_WS \| 04374
Notice of Pledge Form – PWP Portugal Formulário de Notificação de Garantia	Operational Forms Notice of Pledge Form – PWP Portugal Formulário de Notificação de Garantia UPE_WS \| 04373	Utmost PanEurope	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal		Making a change to your policy, New Policy	Operational Forms Notice of Pledge Form – PWP Portugal Formulário de Notificação de Garantia UPE_WS \| 04373
PWP Portugal Formulário de Notificação de Cancelamento	Operational Forms PWP Portugal Formulário de Notificação de Cancelamento UPE_WS \| 04355	Utmost PanEurope	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal		Surrender or Claim	Operational Forms PWP Portugal Formulário de Notificação de Cancelamento UPE_WS \| 04355
PWP Portugal Nota Informativa ao Consumidor	Product Guides/Brochures/Snapshots and Training Materials PWP Portugal Nota Informativa ao Consumidor UPE_WS \| 04068	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Portuguese (PT)	Private Wealth Portfolio - Portugal	FOS	New Policy	Product Guides/Brochures/Snapshots and Training Materials PWP Portugal Nota Informativa ao Consumidor UPE_WS \| 04068
Declaração Fiscal e Auto Certificação para Investidores Individuais	Este formulário deve ser preenchido para informar com precisão a sua apólice nos termos dos acordos de troca de informações fiscais relevantes, incluindo a Lei de Conformidade Fiscal de Contas Estrangeiras (FATCA) e os regulamentos da Norma Comum de Comunicação (CRS). Este formulário deve ser utilizado por segurados individuais, pessoas autorizadas a assinar em nome do segurado, por exemplo, o seu procurador ou representante nomeado pelo tribunal, e indivíduos ligados ao fundo fiduciário em que a Utmost International Trustee Solutions Limited é o administrador fiduciário nomeado.	Utmost Wealth Solutions	Operational Forms	Portuguese (PT)	Non Product Specific	FOS	Making a change to your policy, New Policy, Surrender or Claim	Este formulário deve ser preenchido para informar com precisão a sua apólice nos termos dos acordos de troca de informações fiscais relevantes, incluindo a Lei de Conformidade Fiscal de Contas Estrangeiras (FATCA) e os regulamentos da Norma Comum de Comunicação (CRS). Este formulário deve ser utilizado por segurados individuais, pessoas autorizadas a assinar em nome do segurado, por exemplo, o seu procurador ou representante nomeado pelo tribunal, e indivíduos ligados ao fundo fiduciário em que a Utmost International Trustee Solutions Limited é o administrador fiduciário nomeado. Operational Forms Declaração Fiscal e Auto Certificação para Investidores Individuais UPE_WS \| 04029
PWP Portugal Formulário de Estratégia de Investimento	Investment literature/Strategies PWP Portugal Formulário de Estratégia de Investimento UPE_WS \| 04028	Utmost PanEurope	Investment literature/Strategies	Portuguese (PT)	Private Wealth Portfolio - Portugal		Making a change to your policy, New Policy	Investment literature/Strategies PWP Portugal Formulário de Estratégia de Investimento UPE_WS \| 04028
PWP Portugal Formulário para pagamento de Prémio Adicional	Operational Forms PWP Portugal Formulário para pagamento de Prémio Adicional UPE_WS \| 04027	Utmost PanEurope	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal	FOS	New Policy	Operational Forms PWP Portugal Formulário para pagamento de Prémio Adicional UPE_WS \| 04027
PWP Formulário Para Resgate ou Redução	Este formulário deve ser utilizado para pedidos de redução ou de retratação de produtos emitidos pelaUtmost PanEurope, excluindo os produtos concebidos para o mercado do Reino Unido, ou para qualquer produto em que o titular da apólice seja atualmente residente no Reino Unido. Se tiver um Produto do Reino Unido (incluindo o Private Wealth Portfolio UK) ou se for residente no Reino Unido, preencha oUWS Multi-Product Withdrawal and Surrender Form.	Utmost PanEurope	Surrender/Claim/Withdrawal/Switch	English (EN)	Private Wealth Portfolio - Portugal	FOS	Surrender or Claim	Este formulário deve ser utilizado para pedidos de redução ou de retratação de produtos emitidos pelaUtmost PanEurope, excluindo os produtos concebidos para o mercado do Reino Unido, ou para qualquer produto em que o titular da apólice seja atualmente residente no Reino Unido. Se tiver um Produto do Reino Unido (incluindo o Private Wealth Portfolio UK) ou se for residente no Reino Unido, preencha oUWS Multi-Product Withdrawal and Surrender Form. Surrender/Claim/Withdrawal/Switch PWP Formulário Para Resgate ou Redução UPE PR 12933
KID PWP Portugal	This document provides you with key information about this investment product. It is not marketing material. The information is required by law to help you understand the nature, risks, costs, potential gains and losses of this product and to help you compare it with other products.	Utmost PanEurope	Key Information Document	Portuguese (PT)	Private Wealth Portfolio - Portugal	FOS		This document provides you with key information about this investment product. It is not marketing material. The information is required by law to help you understand the nature, risks, costs, potential gains and losses of this product and to help you compare it with other products. Key Information Document KID PWP Portugal UPE PR 12930
KID PWP Portugal	This document provides you with key information about this investment product. It is not marketing material. The information is required by law to help you understand the nature, risks, costs, potential gains and losses of this product and to help you compare it with other products.	Utmost PanEurope	Key Information Document	English (EN)	Private Wealth Portfolio - Portugal	FOS	New Policy	This document provides you with key information about this investment product. It is not marketing material. The information is required by law to help you understand the nature, risks, costs, potential gains and losses of this product and to help you compare it with other products. Key Information Document KID PWP Portugal UPE PR 12907
Declaração Fiscal e Auto Certificação para Entidades	Preencha este formulário para informar com precisão a sua apólice nos termos dos acordos de troca de informações fiscais relevantes, incluindo as regulamentações da Lei de Conformidade Fiscal de Contas Estrangeiras (FATCA) e da Norma Comum de Comunicação (CRS). Este formulário deve ser utilizado por investidores coletivos, tais como empresas, fundos fiduciários corporativos ou fundações.	Utmost Wealth Solutions	Operational Forms	Portuguese (PT)	Non Product Specific	FOS	Making a change to your policy, New Policy	Preencha este formulário para informar com precisão a sua apólice nos termos dos acordos de troca de informações fiscais relevantes, incluindo as regulamentações da Lei de Conformidade Fiscal de Contas Estrangeiras (FATCA) e da Norma Comum de Comunicação (CRS). Este formulário deve ser utilizado por investidores coletivos, tais como empresas, fundos fiduciários corporativos ou fundações. Operational Forms Declaração Fiscal e Auto Certificação para Entidades UPE PR 12860
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
UPE Notification of Pledge Form	This Utmost PanEurope dac form is for completion by all policyholders, if they wish to pledge their policy to a pledgee/pledge creditor as security.	Utmost PanEurope	Operational Forms	English (EN)	Advantage Corporate (Closed), Apex (France), Apex (Portugal), Compass (Closed), Non Product Specific, Private Wealth Portfolio - Italy, Private Wealth Portfolio - Portugal, Private Wealth Portfolio - Spain, Private Wealth Portfolio - UK, Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy, New Policy	This Utmost PanEurope dac form is for completion by all policyholders, if they wish to pledge their policy to a pledgee/pledge creditor as security. Operational Forms UPE Notification of Pledge Form UPE PR 12834
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 – How to minimise foreign tax on dividend income	A sales aid to explain tax relief at source on foreign withholding tax.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Private Wealth Portfolio - Italy, Private Wealth Portfolio - Portugal, Private Wealth Portfolio - Spain, Private Wealth Portfolio - UK, Private Wealth Portfolio (PWP) France		New Policy	A sales aid to explain tax relief at source on foreign withholding tax. Tax and regulatory Literature/technical sales aids and literature Private Wealth Portfolio – How to minimise foreign tax on dividend income UPE PR 12746
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 Portugal Sales Consultant Declaration	Operational Forms PWP Portugal Sales Consultant Declaration UPE PR 12449	Utmost PanEurope	Operational Forms	English (EN)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Portugal Sales Consultant Declaration UPE PR 12449
PWP Portugal Declaração Para o Tomador Da Apólice	Operational Forms PWP Portugal Declaração Para o Tomador Da Apólice UPE PR 12448	Utmost PanEurope	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Portugal Declaração Para o Tomador Da Apólice UPE PR 12448
PWP Portugal Declaração Para Intermédiario Com Escritorio Em Portugal	Operational Forms PWP Portugal Declaração Para Intermédiario Com Escritorio Em Portugal UPE PR 12447	Utmost PanEurope	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Portugal Declaração Para Intermédiario Com Escritorio Em Portugal UPE PR 12447
PWP Portugal Declaração Para Intermédio	Operational Forms PWP Portugal Declaração Para Intermédio UPE PR 12446	Utmost PanEurope	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Portugal Declaração Para Intermédio UPE PR 12446
PWP Portugal Declaração Para Intermediário	Operational Forms PWP Portugal Declaração Para Intermediário UPE PR 12445	Utmost PanEurope	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Portugal Declaração Para Intermediário UPE PR 12445
PWP Sales Consultant Declaration	Operational Forms PWP Sales Consultant Declaration UPE PR 12444	Utmost PanEurope	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Sales Consultant Declaration UPE PR 12444
PWP Portugal Notice of Cancellation Form	Operational Forms PWP Portugal Notice of Cancellation Form UPE PR 00144	Utmost PanEurope	Operational Forms	English (EN)	Private Wealth Portfolio - Portugal		Surrender or Claim	Operational Forms PWP Portugal Notice of Cancellation Form UPE PR 00144
PWP Portugal Declaração Relativa de Saúde	Operational Forms PWP Portugal Declaração Relativa de Saúde UPE PR 00142	Utmost PanEurope	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	Operational Forms PWP Portugal Declaração Relativa de Saúde UPE PR 00142
PWP Portugal Formulário para solicitação de partilha de informação	PWP Portugal Direct Sharing of Information Request Form.	Utmost PanEurope	Operational Forms	Portuguese (PT)	Private Wealth Portfolio - Portugal		New Policy	PWP Portugal Direct Sharing of Information Request Form. Operational Forms PWP Portugal Formulário para solicitação de partilha de informação UPE PR 00037
Documento de Informação Fundamental (“DIF”)	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	Portuguese (PT)	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 Documento de Informação Fundamental (“DIF”) ULU_KID_LU_PT_EUR_PCP_PT 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_PT_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_PT_USD_WPP-EU_EN PR
Key Information Document (‘KID’)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A	Key Information Document	English (EN)	Wealth Planning Portfolio	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_PT_GBP_WPP-EU_EN PR
Key Information Document (‘KID’)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A	Key Information Document	English (EN)	Private Client Portfolio	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_PT_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_PT_GBP_PCA_EN PR
Key Information Document (‘KID’)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A	Key Information Document	English (EN)	Wealth Planning Portfolio	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_PT_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_PT_EUR_PCP_EN PR
Key Information Document (‘KID’)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A	Key Information Document	English (EN)	Private Client Portfolio	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_PT_EUR_PCA_EN PR
Formulário de Alteração dos Meios de Comunicação e Utilização de Assinaturas Electrónicas / Change of Communication 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), Portuguese (PT)	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 Formulário de Alteração dos Meios de Comunicação e Utilização de Assinaturas Electrónicas / Change of Communication Means and Use of Electronic Signatures Form ULU PCON1523
Formulário de Troca / Switch form	Use this form to request a switch of investments on your policy/contract – Portugal	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	English (EN), Portuguese (PT)	Non Product Specific	FOS		Use this form to request a switch of investments on your policy/contract – Portugal Surrender/Claim/Withdrawal/Switch Formulário de Troca / Switch form ULU PCON1431
Formulário De Pedido Do Benefício Por Sobrevivência / Survival Benefit Request Form	Use this form to initiate a survival benefit request – Portugal	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	English (EN), Portuguese (PT)	Non Product Specific	FOS		Use this form to initiate a survival benefit request – Portugal Surrender/Claim/Withdrawal/Switch Formulário De Pedido Do Benefício Por Sobrevivência / Survival Benefit Request Form ULU PCON1209
Formulário De Pedido Do Benefício Por Morte / Death Benefit Request Form	Use this form to initiate a death claim – Portugal	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	English (EN), Portuguese (PT)	Non Product Specific	FOS		Use this form to initiate a death claim – Portugal Surrender/Claim/Withdrawal/Switch Formulário De Pedido Do Benefício Por Morte / Death Benefit Request Form ULU PCON1208
Pedido De Resgate Total / Surrender Request Form	Use this form to request the surrender of your policy/contract – Portugal	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	English (EN), Portuguese (PT)	Non Product Specific	FOS		Use this form to request the surrender of your policy/contract – Portugal Surrender/Claim/Withdrawal/Switch Pedido De Resgate Total / Surrender Request Form ULU PCON1202
Pedido De Resgate Parcial / Withdrawal Request Form	Use this form to request a withdrawal from your policy/contract – Portugal	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	English (EN), Portuguese (PT)	Non Product Specific	FOS		Use this form to request a withdrawal from your policy/contract – Portugal Surrender/Claim/Withdrawal/Switch Pedido De Resgate Parcial / Withdrawal Request Form ULU PCON1201
Requerimento Para Alteração Do Gestor De Investimento / Request for Change of Investment Manager	Use this form to request a change of Investment Manager – Portugal	Utmost Luxembourg S.A	Operational Forms	English (EN), Portuguese (PT)	Non Product Specific	FOS		Use this form to request a change of Investment Manager – Portugal Operational Forms Requerimento Para Alteração Do Gestor De Investimento / Request for Change of Investment Manager ULU PCON1193
Formulário De Prémio Adicional / Additional Premium Form	Use this form for an addition to your policy/contract – Portugal	Utmost Luxembourg S.A	Top Up/Additional Investment	English (EN), Portuguese (PT)	Private Client Portfolio	FOS	Addition to your Policy	Use this form for an addition to your policy/contract – Portugal Top Up/Additional Investment Formulário De Prémio Adicional / Additional Premium Form ULU PCON1190
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
Troca Automática de Informações – Formulário de Autocertificação para pessoas que exercem o controlo (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	Portuguese (PT)	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 Troca Automática de Informações – Formulário de Autocertificação para pessoas que exercem o controlo (AEoI) ULU CONT4265
Troca Automática de Informações – Formulário de Autocertificação para entidades (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	Portuguese (PT)	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 Troca Automática de Informações – Formulário de Autocertificação para entidades (AEoI) ULU CONT4253
Troca Automática de Informações – Formulário de Autocertificação para pessoas singulares (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	Portuguese (PT)	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 Troca Automática de Informações – Formulário de Autocertificação para pessoas singulares (AEoI) ULU CONT4244
FOR INTERMEDIARIES – Ficha informativa / Fact find – Versão do Mediador de Seguros / Intermediary version – Pessoa Coletiva/Company	Fact Find for INTERMEDIARIES for the Portuguese 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), Portuguese (PT)	Private Client Portfolio	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the Portuguese market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market Fact Find FOR INTERMEDIARIES – Ficha informativa / Fact find – Versão do Mediador de Seguros / Intermediary version – Pessoa Coletiva/Company ULU CONT4130
FOR NON-EXCLUSIVE AGENTS – Ficha informativa / Fact find – Distribução Direta/Agentes / Direct Distribution/Agents – Pessoa Coletiva/Company	Fact Find for Non-Exclusive AGENTS for the Portuguese market; dedicated to ENTITIES subscribing. To be used in combination with the new business application form for this market.	Utmost Luxembourg S.A	Fact Find	English (EN), Portuguese (PT)	Private Client Portfolio	FOS	New Business Pack	Fact Find for Non-Exclusive AGENTS for the Portuguese market; dedicated to ENTITIES subscribing. To be used in combination with the new business application form for this market. Fact Find FOR NON-EXCLUSIVE AGENTS – Ficha informativa / Fact find – Distribução Direta/Agentes / Direct Distribution/Agents – Pessoa Coletiva/Company ULU CONT4129
FOR INTERMEDIARIES – Ficha informativa / Fact find – Versão do Mediador de Seguros / Intermediary version – Pessoa Singular/Individual	Fact Find for INTERMEDIARIES for the Portuguese 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), Portuguese (PT)	Private Client Portfolio	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the Portuguese market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Ficha informativa / Fact find – Versão do Mediador de Seguros / Intermediary version – Pessoa Singular/Individual ULU CONT4128
Ficha informativa / Fact find – Agentes / Agents – Pessoa Singular/Natural Person	Fact Find for AGENTS for the Portuguese market; dedicated to NATURAL PERSONS subscribing. To be used in combination with the new business application form for this market.	Utmost Luxembourg S.A	Fact Find	English (EN), Portuguese (PT)	Private Client Portfolio	FOS	New Business Pack	Fact Find for AGENTS for the Portuguese market; dedicated to NATURAL PERSONS subscribing. To be used in combination with the new business application form for this market. Fact Find Ficha informativa / Fact find – Agentes / Agents – Pessoa Singular/Natural Person ULU CONT4127
Investment Rules for Internal Funds / Regras de Investimento	Table of Luxembourg Investment Rules	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN), Portuguese (PT)	Non Product Specific	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Investment Rules for Internal Funds / Regras de Investimento ULU CONT3685
Solicitação de Estatuto de Cliente Profissional / Request for Professional Client Status	Request for Professional Client Status	Utmost Luxembourg S.A	Operational Forms	English (EN), Portuguese (PT)	Non Product Specific	FOS		Request for Professional Client Status Operational Forms Solicitação de Estatuto de Cliente Profissional / Request for Professional Client Status ULU CONT3570
PCP -Additional Specialised Assurance Fund Annex	Use this form to add additional SAFs to the Policy	Utmost Luxembourg S.A	Operational Forms	English (EN), Portuguese (PT)	Private Client Portfolio	FOS	New Business Pack	Use this form to add additional SAFs to the Policy Operational Forms PCP -Additional Specialised Assurance Fund Annex ULU CONT3205
Portugal – Additional Internal Dedicated Fund Annex	Use this form to add additional IDFs to the Policy	Utmost Luxembourg S.A	Operational Forms	English (EN), Portuguese (PT)	Private Client Portfolio	FOS	New Business Pack	Use this form to add additional IDFs to the Policy Operational Forms Portugal – Additional Internal Dedicated Fund Annex ULU CONT3204
Tarifário de transações	Annex showing the activity-based charging grid	Utmost Luxembourg S.A	Commission Documents/Fees & Charges Literature and Illustrations	Portuguese (PT)	Non Product Specific	FOS		Annex showing the activity-based charging grid Commission Documents/Fees & Charges Literature and Illustrations Tarifário de transações ULU CONT3180
Perfil de Investimento (Desvio) / Investment Profile (Deviation)	Use this form to request a deviation from your investment profile	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN), Portuguese (PT)	Non Product Specific	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Perfil de Investimento (Desvio) / Investment Profile (Deviation) ULU CONT3083
ACORDO DE DIVULGAÇÃO DE INFORMAÇÃO / INFORMATION DISCLOSURE AGREEMENT	Information Disclosure Agreement	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	English (EN), Portuguese (PT)	Non Product Specific	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection ACORDO DE DIVULGAÇÃO DE INFORMAÇÃO / INFORMATION DISCLOSURE AGREEMENT ULU CONT2874
Perfil de Investimento e avaliação de adequação / Investment Profile and Suitability Assessment	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), Portuguese (PT)	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 Perfil de Investimento e avaliação de adequação / Investment Profile and Suitability Assessment ULU CONT2847
Automatic Exchange of Information – Self-Certification for Controlling Persons (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Utmost Luxembourg S.A	Operational Forms	English (EN)	Non Product Specific	FOS		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms Automatic Exchange of Information – Self-Certification for Controlling Persons (AEoI) ULU CONT2599
Automatic Exchange of Information – Self-Certification for Entities (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.	Utmost Luxembourg S.A	Operational Forms	English (EN)	Non Product Specific	FOS		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications. Operational Forms Automatic Exchange of Information – Self-Certification for Entities (AEoI) ULU CONT2596
Automatic Exchange of Information – Self-Certification for Individuals (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.	Utmost Luxembourg S.A	Operational Forms	English (EN)	Non Product Specific	FOS		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders. Operational Forms Automatic Exchange of Information – Self-Certification for Individuals (AEoI) ULU CONT2593
Addendum to Life Assurance Policy (PPB Addendum)	Addendum to the Personalised Portfolio Bond – Portugal	Utmost Luxembourg S.A	Operational Forms	English (EN)	Non Product Specific	FOS		Addendum to the Personalised Portfolio Bond – Portugal Operational Forms Addendum to Life Assurance Policy (PPB Addendum) ULU CONT2583
Pedido de subida de categoria de investimento / Request for Investment Category Upgrade	Use this form to request a upgrade of your investment category	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN), Portuguese (PT)	Non Product Specific	FOS		Use this form to request a upgrade of your investment category Investment literature/Strategies Pedido de subida de categoria de investimento / Request for Investment Category Upgrade ULU CONT2531
Pedido de redução de categoria de investimento / Demand for Investment Category Downgrade	Use this form to request a downgrade of your investment category	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN), Portuguese (PT)	Non Product Specific	FOS		Use this form to request a downgrade of your investment category Investment literature/Strategies Pedido de redução de categoria de investimento / Demand for Investment Category Downgrade ULU CONT2520
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 Autocertificação	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	Portuguese (PT)	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 Autocertificação ULU CONT2170-10
Declaração De Cumprimento De Obrigações (PH) / Tax Compliance Certification	Stand-alone Tax Compliance Certification form – Portugal	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	English (EN), Portuguese (PT)	Non Product Specific	FOS		Stand-alone Tax Compliance Certification form – Portugal Client Letters/Indemnity/Data Protection Declaração De Cumprimento De Obrigações (PH) / Tax Compliance Certification ULU CONT2152
Condições Gerais / General Conditions	Stand-alone version of General Conditions for the Private Client Portfolio product – Portugal	Utmost Luxembourg S.A	Policy Conditions	English (EN), Portuguese (PT)	Private Client Portfolio	FOS		Stand-alone version of General Conditions for the Private Client Portfolio product – Portugal Policy Conditions Condições Gerais / General Conditions ULU CONT2099
Confirmação dos dados de contato do Cliente utilizados para a Assinatura Eletrónica de Documentos / 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), Portuguese (PT)	Non Product Specific	FOS		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Confirmação dos dados de contato do Cliente utilizados para a Assinatura Eletrónica de Documentos / Confirmation of Client contact details used for the Electronic Signing of documents ULU CONNECT1052
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

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