Documents
| Title | Description | Insurer | Asset Type | Language | Product | Regime | Process |
|---|---|---|---|---|---|---|---|
Utmost Worldwide Source of Wealth Questionnaire |
Source of Wealth Questionnaire for providing details of a client’s wealth (for high risk clients/clients subject to enhanced due diligence). This questionnaire seeks to obtain information and documentation to establish the source of wealth for Utmost Worldwide Limited clients. |
Utmost Worldwide | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy, New Policy |
Current Financial Information Request Form |
Current Financial Information Request Form for use with a Utmost Worldwide policy, to confirm your current taxation status, residence, and financial information. |
Utmost Worldwide | Source of funds/wealth | English (EN) | Non Product Specific | FOS | Making a change to your policy, New Policy |
Singapore Nomination of Beneficiary Form 4 – Revocable Nomination – UW Version |
Singapore Nomination of Beneficiary Form 4 – Revocable Nomination. This form can only be used to make a revocable nomination in respect of one relevant Utmost Worldwide Limited policy. |
Utmost Worldwide | Operational Forms | English (EN) | Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore | FOS | Making a change to your policy, New Policy |
Client Information and Change of Details Form |
This form is intended for Utmost Worldwide Limited 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 Worldwide | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Focus ILP Sub-Funds Brochure |
Focus ILP Sub-Funds Brochure listing offered ILP Sub-Funds |
Utmost Worldwide | Investment literature/Strategies | English (EN) | Focus - Singapore | FOS | Making a change to your policy, New Policy |
Professional Portfolio Payment Surrender Form |
If you purchased your Utmost Worldwide Limited Professional Portfolio Plan in Singapore, use this from to request a full surrender, partial surrender or regular withdrawal. |
Utmost Worldwide | Operational Forms | English (EN) | Professional Portfolio - Singapore | FOS | Surrender or Claim |
Focus Product Summary (Singapore) |
Focus Product Summary (Singapore) |
Utmost Worldwide | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Focus - Singapore | FOS | New Policy |
Focus Cooling off Notice (Singapore) |
This form should be used to exercise your right to cancel your Focus Plan within 30 days of the Plan commencement date. For the Singapore market only. |
Utmost Worldwide | Operational Forms | English (EN) | Focus - Singapore | FOS | New Policy |
FOCUS Life Plan Key Features Document (Singapore) |
Focus Life Plan Key Features Document (Singapore). This document highlights the key features of Focus |
Utmost Worldwide | Right to Change Your Mind Forms and guides/KFD | English (EN) | Focus - Singapore | FOS | New Policy |
Unit-Linked Alteration of ILP Sub Funds (Singapore) |
This form should be used to instruct a change to the ILP Sub Funds underlying your Utmost Worldwide Limited, Unit-Linked Plan, for use in the Singapore market. |
Utmost Worldwide | Operational Forms | English (EN) | Choice and Vision - Singapore, Focus - Singapore | FOS | Making a change to your policy |
Online Service Registration for Adviser Form |
Online Service Registration Form should be used by Advisers/Managers in the global market to request access to the Utmost Worldwide Limited’s Online Service Centre. |
Utmost Worldwide | Operational Forms | English (EN) | Non Product Specific | FOS | |
Never received / Lost Policy Declaration (International) |
Never Received / Lost Policy Declaration, for use in the International market, and Singapore market, to declare that you have never received/lost your original policy documentation for your Utmost Worldwide Limited Plan and provide indemnity in our favour in the event of us paying a claim without the original policy documents. |
Utmost Worldwide | Operational Forms | English (EN) | Choice and Vision - International, Choice and Vision - Singapore, Focus - International, Focus - Singapore, Professional Portfolio - International, Professional Portfolio - Singapore | FOS | Making a change to your policy, Surrender or Claim |
Claim For Death Benefit Request Form (International) |
Claim for Death Benefit Request Form, for use in the International market, and Singapore market, to notify us of a death benefit claim under your Utmost Worldwide Limited Plan. |
Utmost Worldwide | Operational Forms | English (EN) | Choice and Vision - International, Choice and Vision - Singapore, Focus - International, Focus - Singapore | FOS | Surrender or Claim |
Policy Terms and Conditions for Focus Life |
Policy Terms and Conditions for Utmost Worldwide Singapore branch’s Focus Life. |
Utmost Worldwide | Policy Conditions | English (EN) | Focus - Singapore | FOS | Making a change to your policy, New Policy, Surrender or Claim |
US Person Declaration Form (Singapore) |
US Person Declaration Form to be used by non-US resident US person wishing to purchase or increase the investment within their Utmost Worldwide Limited Plan. For use in the Singapore market. |
Utmost Worldwide | Operational Forms | English (EN) | Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore | FOS | Making a change to your policy, New Policy |
Application Form for Individuals Applying for Focus (Singapore) with Utmost Worldwide |
Application Form for Individuals Applying for Focus (Singapore). For use in Singapore Only. |
Utmost Worldwide | Application Form | English (EN) | Focus - Singapore | FOS | New Policy |
Specimen Signature Form (Singapore) |
Specimen Signature Form, for use in the Singapore market, where your signature differs from your current signature to our records or where proof of identity documents do not enclose your signature, for your Utmost Worldwide Limited Plan. |
Utmost Worldwide | Operational Forms | English (EN) | Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore | FOS | Making a change to your policy, New Policy |
Unit Linked Investment Services Authority Form (Singapore) |
Unit Linked Investment Services Authority Form, for use in the Singapore market, to appoint an Investment Adviser to your Utmost Worldwide Limited, Unit-Linked Plan. |
Utmost Worldwide | Operational Forms | English (EN) | Choice and Vision - Singapore, Focus - Singapore | FOS | Making a change to your policy, New Policy |
Regular Premium Reduction Request (Singapore) |
Regular Premium Reduction Request Form, for use in the Singapore market, to request the reduction of a regular premium on your Utmost Worldwide Limited Plan. |
Utmost Worldwide | Operational Forms | English (EN) | Choice and Vision - Singapore, Focus - Singapore | FOS | Making a change to your policy |
Vision Reinstatement Request Form (Singapore) |
Reinstatement Request Form, for use in the Singapore market, to request a reinstatement of your Utmost Worldwide Limited, Vision Plan. |
Utmost Worldwide | Operational Forms | English (EN) | Choice and Vision - Singapore | FOS | Making a change to your policy |
Registration Request Form for the Online Service Centre (Singapore) |
Registration Request Form to gain access to Utmost Worldwide Limited’s Online Service Centre, for individual applicants in the Singapore market |
Utmost Worldwide | Operational Forms | English (EN) | Choice and Vision - Singapore, Focus - Singapore, Non Product Specific, Professional Portfolio - Singapore | FOS | Making a change to your policy, New Policy |
Regular Premium Increase and Single Premium Top-Up Request Form (Singapore) |
Regular Premium Increase and Single Premium Top-Up Request Form, for use in the Singapore market only, to request a regular premium increase or single premium top-up on your Utmost Worldwide Limited Unit-linked Plan. |
Utmost Worldwide | Operational Forms | English (EN) | Choice and Vision - Singapore, Focus - Singapore | FOS | Making a change to your policy |
Dealing Instruction Form for Professional Portfolio Bond (Singapore) |
Dealing Instruction Form, to be used to instruct Utmost Worldwide Limited of your investment instructions for your Professional Portfolio Bond, for use in the Singapore market |
Utmost Worldwide | Operational Forms | English (EN) | Professional Portfolio - Singapore | FOS | Making a change to your policy |
Discharge and Request for Payment Form for Professional Portfolio Bond (Singapore) |
Discharge and Request for Payment Form to be used to request final payment and discharge from all future liabilities under your Utmost Worldwide Limited Professional Portfolio Bond, for use in the Singapore market. |
Utmost Worldwide | Operational Forms | English (EN) | Professional Portfolio - Singapore | FOS | Surrender or Claim |
Payment Card Mandate Form (Singapore) |
Payment Card Mandate Form, to be used to confirm to Utmost Worldwide Limited that your premium for your Plan will be paid by Visa/Mastercard. For use in the Singapore market. |
Utmost Worldwide | Operational Forms | English (EN) | Choice and Vision - Singapore, Focus - Singapore | FOS | Making a change to your policy |
Additional Single Premium Instruction Form for Professional Portfolio Bond (Singapore) |
Additional Single Premium Instruction Form, for use with an Utmost Worldwide Limited Professional Portfolio Bond product for the Singapore market |
Utmost Worldwide | Application Form | English (EN) | Professional Portfolio - Singapore | FOS | Making a change to your policy |
Application for GIRO (Singapore) |
Application for GIRO, for use with an Utmost Worldwide Limited Plan, to instruct regular payments from your bank to pay premiums by GIRO. For use in the Singapore market. |
Utmost Worldwide | Operational Forms | English (EN) | Focus - Singapore | FOS | Making a change to your policy, New Policy |
Income Payment Request Form (Singapore) |
Income Payment Request Form, to be used to instruct regular withdrawals from your Utmost Worldwide Limited Plan. For use in the Singapore market. |
Utmost Worldwide | Operational Forms | English (EN) | Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore | FOS | New Policy |
Beneficial Owner Identification Form (Singapore) |
This form should be used were you want to provide details of the Beneficial Owner Identification on your Utmost Worldwide Limited plan. For use in the Singapore market. |
Utmost Worldwide | Operational Forms | English (EN) | Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore | FOS | Making a change to your policy, New Policy |
Declaration of an Assignment Form (Singapore) |
Declaration of Assignment Form for use with an Utmost Worldwide Limited Plan, for the Singapore market. |
Utmost Worldwide | Operational Forms | English (EN) | Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore | FOS | Making a change to your policy |
UW MAS Notice 124 Public Disclosure |
Utmost Worldwide Limited Singapore Branch Public DisclosureThe Monetary Authority of Singapore (MAS) requires certain disclosures to be made which enable market participants to assess information on a business’s risk profile, performance and capital and risk management procedures. This document is designed to provide these disclosures. |
Utmost Worldwide | Compliance and Risk Collateral (privacy notices/footers etc) | English (EN) | Non Product Specific | FOS | |
Focus Single Premium Top-Up |
This document outlines the advantages of adding single premiums to a Focus plan for Utmost Worldwide, Singapore Branch. |
Utmost Worldwide | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Focus - Singapore | FOS | Making a change to your policy, New Policy |
Request Remuneration to Your Financial Adviser |
Please use this form to pay an ongoing service fee or ongoing service charge to your financial adviser. For use withformer Quilter International Products only. |
Utmost Wealth Solutions | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy, New Policy |
Transferring Assets to Your Bond/Account |
Please use this form when transferring assets to your Plan/Bond/Policy. For use withformer Quilter International Products, not for use in Hong Kong. |
Utmost Wealth Solutions | Operational Forms | English (EN) | European Executive Investment Bond – PRIIPs, Executive Investment Account, Executive Investment Bond, Executive Life Portfolio, Executive Redemption Bond, Executive Redemption Bond – QIME, International Portfolio Bond (Closed), Non Product Specific, Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus), Swedish Executive Portfolio – PRIIPs, Tailored Life Plan (TLP) | FOS | Making a change to your policy, New Policy |
Lifestyle Trust Adviser Brochure |
This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about. |
Utmost Wealth Solutions | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Deed of Assignment (Assignments to or from Corporate Entities) |
With this deed you can assign a policy to or from a corporate entity. For use with a policy issued under Isle of Man or English law. |
Utmost Wealth Solutions | Trust Literature | English (EN) | Non Product Specific | FOS | New Policy |
Appointing a Fund Adviser |
This form can be used with Utmost International Isle of Man Limited or Utmost PanEurope dac a range of portfolio bonds available in all regions (except Hong Kong). |
Utmost Wealth Solutions | Operational Forms | English (EN) | European Executive Investment Bond – PRIIPs, Executive Investment Account, Executive Investment Bond, Executive Investment Plan, Executive Investment Portfolio, Executive Life Portfolio, Life Insurance Portfolio, Life Insurance Portfolio Plus, Non Product Specific | FOS | Making a change to your policy |
Portfolio Bond Minimum Residual Value |
Published minimum residual values as at February 2021 |
Utmost Wealth Solutions | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
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 |
Digital Signature Application Form – Non UK |
Digital signature application form – not for use in the UK |
Utmost Wealth Solutions | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Appointment of an Authorised Custodian(s) Form |
This form can be used if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac. to appoint an authorised custodian in respect of your bond/ account/plan/ policy. For use with the following products – European Portfolio Bond, European Wealth Bond, Executive Investment Plan, International Portfolio Bond, International Wealth Bond, Swedish Executive Portfolio, Silk Life Plan, and Tailored Life Plan. |
Utmost Wealth Solutions | Operational Forms | English (EN) | European Executive Investment Bond – PRIIPs, Executive Investment Plan, International Portfolio Bond (Closed), Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus), Swedish Executive Portfolio – PRIIPs, Tailored Life Plan (TLP) | FOS | Making a change to your policy |
Letter of Authorisation for Authorised Custodian Account Form |
This letter of Authorisation permits an Authorised Third-party Individual to make investment decisions in respect of the accounts opened by Utmost International Isle of Man Limited or Utmost PanEurope dac. with the Authorised Custodian. |
Utmost Wealth Solutions | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
How to Submit a Dealing Request on Wealth Interactive |
This guide shows you how to submit a Dealing Instruction in three easy steps through Wealth Interactive. |
Utmost Wealth Solutions | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Deed of Assignment |
This deed can be used to assign a policy in several scenarios, such as gifting or transfers.For use with a policy issued under Isle of Man or English law. This deed should be used with ex-Quilter products or the following range of product types only: Swedish Executive Portfolio, Executive Investment Bonds/Portfolios (including European and Spanish Collective Investment Bond), Wealth Portfolio Bonds, Managed Capital Accounts, or Life Insurance Portfolios (including those written on life cover or life cover plus) |
Utmost Wealth Solutions | Operational Forms | English (EN) | Executive Investment Bond, Life Insurance Portfolio, Life Insurance Portfolio Plus, Managed Capital Account, Spanish Collective Investment Bond, Swedish Executive Portfolio – PRIIPs | FOS | Making a change to your policy |
The Super Six – Tax Benefits of a Portfolio Bond for UK Expatriates |
This document provides a high-level summary of some of the key UK taxation benefits which an offshore bond can provide to a UK expatriate investor. |
Utmost Wealth Solutions | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Australian Tax Residents – Life Policies (Chinese) |
This document is an overview of the taxation of Utmost International Life bonds owned by an individual who returns or moves to Australia and becomes an Australian resident. |
Utmost Wealth Solutions | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Non Product Specific | FOS | Making a change to your policy |
Portfolio Bond Transaction Account Overdraft Limit |
The published overdraft limit of transaction accounts for applicable portfolio bonds. |
Utmost Wealth Solutions | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Portfolio Bond Withdrawal / Surrender Form |
Surrender and Withdrawal Request Form for Portfolio Bond |
Utmost Wealth Solutions | Operational Forms | English (EN) | Non Product Specific | FOS | Surrender or Claim |
Kenya tax note |
Taxation of an Offshore Life Assurance or Redemption Policy Purchased Outside of Kenya by a Kenyan Resident |
Utmost Wealth Solutions | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Failed Regular Withdrawal Form |
This form is to be completed where a regular withdrawal has not been paid due to insufficient value in the nominated asset. |
Utmost Wealth Solutions | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Authorised custodian model (Chinese) – Singapore |
A guide to help you understand our Authorised Custodian Model. |
Utmost Wealth Solutions | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Non Product Specific | New Policy | |
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 |
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 |
Amendment to Wealth Interactive, Policyholder Online Service Terms (Providing Limited Access) |
This form allows Trustee Policyholders to request online access for their Clients/Members. |
Utmost Wealth Solutions | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Authorised Custodian Model Guide – Singapore |
A guide to help you understand our Authorised Custodian Model. |
Utmost Wealth Solutions | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | New Policy | |
Nominated asset for regular withdrawals |
To ensure regular withdrawals are paid, you must select one or more asset from which the payment will be made. Alternatively, the Transaction Account can be selected to fund withdrawals. Please tick the appropriate box below |
Utmost Wealth Solutions | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Application Form for an Online Service Account and Appointment of a Lead Policyholder on Wealth Interactive with Utmost International Portfolio Bonds |
Application Form for an Online Service Account and Appointment of a Lead Policyholder on Wealth Interactive with Utmost International Portfolio Bonds. |
Utmost Wealth Solutions | Application Form | English (EN) | Non Product Specific, Offshore Collective Investment Bond (Closed) | FOS | Making a change to your policy |
Wealth Interactive Third Party and Other Users Matrix |
A quick user guide showing what functionality is available to each user role |
Utmost Wealth Solutions | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Non Product Specific | FOS | New Policy |
Qualifying Non-UK Pension Scheme Brochure – for a Flexible Future |
This brochure provides information about overseas pension schemes that comply with Qualifying Non-UK Pension Scheme rules. |
Utmost Wealth Solutions | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Terms and Conditions for Utmost International’s Online Services (Financial Adviser) |
Terms and Conditions for our online services to be read in conjunction with the relevant intermediary terms of business. |
Utmost Wealth Solutions | Guides and Supporting Documents | English (EN) | Non Product Specific | FOS | New Policy |
Change of Financial Adviser |
Please use this form if you wish to appoint a new or remove a financial adviser. If you remove a financial adviser this will stop all correspondence or information in respect of your policy going through that financial adviser. |
Utmost Wealth Solutions | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Portfolio Bond Endorsement Request Form |
This form can be used to endorse highly personalised bonds and bring into the UK regulations as well as reduce tax implications. |
Utmost Wealth Solutions | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
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 |
Utmost International Trustee Solutions Client Agreement Form |
For use with trusts incorporating a settlor’s investment direction (including terms of business, current fee scales and client money information sheet). |
Utmost International Trustee Solutions Limited | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Discounted Gift Trust Deed Form (English Law – Discretionary 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 |
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 |
Tailored Life Trust Brochure |
A guide to the Utmost International Isle of Man Tailored Life Trust with VUL |
Utmost International - IoM | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus), Tailored Life Plan (TLP) | FOS | New Policy |
Supplementary Declaration and Application for SILK Life Plans |
This is a supplementary declaration and application for Hong Kong and Singapore SILK Life plan clients. It can be used to declare that you accept the addition, amendments and corrections to your application. |
Utmost International - IoM | Operational Forms | English (EN) | Silk Life Plan (Life Cover only) | FOS | New Policy |
Silk Life Plan Product Summary |
This Utmost International Isle of Man Limited Product Summary of the Silk Life Plan, available to Accredited Investors in Singapore, should be read before applying for a Silk Life Plan. |
Utmost International - IoM | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | New Policy |
Silk Life Plan At a Glance |
This at a glance document from Utmost International Isle of Man Limited highlights the main features of the Silk Life Plan available to Accredited Investors in Singapore. |
Utmost International - IoM | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | New Policy |
Letter of Authorisation- Silk Life Plan |
This document can be used to authorise an individual or entity to make investment decisions and provide instructions to the Authorised Custodian in respect of your Utmost International Isle of Man Limited Silk Life Plan. |
Utmost International - IoM | Operational Forms | English (EN) | Silk Life Plan (Life Cover only) | FOS | Making a change to your policy |
UIIOM MAS Notice 124 Public Disclosure |
UIIOM Singapore Public Disclosure Issued in accordance with MAS 124The Monetary Authority of Singapore (MAS) requires certain disclosures to be made which enable market participants to assess information on a business’s risk profile, performance and capital and risk management procedures. This document is designed to provide these disclosures. |
Utmost International - IoM | Compliance and Risk Collateral (privacy notices/footers etc) | English (EN) | Non Product Specific | FOS | |
The Super Six Sales Aid (Chinese) |
This document provides a high-level summary of some of the key UK taxation benefits which anUtmost International – Isle of Man offshore bond can provide to a UK expatriate investor. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Non Product Specific | FOS | New Policy |
Death Claim Form |
This form can be used to notify us of the death of the policy holder on the Utmost International Isle of Man Life Insurance Portfolio, Silk Life Plan and Tailored Life Plan. |
Utmost International - IoM | Operational Forms | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus), Tailored Life Plan (TLP) | FOS | Surrender or Claim |
The Importance of Trust Planning for Families Case Study |
This example case study is for use in Hong Kong and Singapore only and should be used by financial advisers and financial adviser representatives with their clients. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | New Policy | |
The Lucky Eight Sales Aid (ZH SG) |
This document highlights 8 key benefits for China tax residents using investment-linked life insurance policies. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Non Product Specific | FOS | New Policy |
The Importance of Trust Planning for Families Case Study |
This example case study is for use in Hong Kong and Singapore only and should be used by financial advisers and financial adviser representatives with their clients. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | New Policy | |
The Power of Tax Deferral (Chinese) |
This document highlights the benefits of tax deferral once a clients investment is held in a tax-efficient structure, such as an investment-linked life insurance policy. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Non Product Specific | New Policy | |
The Lucky Eight Sales Aid (EN) |
This document highlights 8 key benefits for China tax residents using investment-linked life insurance policies. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Private Placement Life Insurance brochure – Chinese |
This adviser facing sales aid highlights the four reasons why high net worth clients would use PPLI: Wealth transfer, wealth growth, wealth preservation and wealth protection. |
Utmost International - IoM | Product Guides/Brochures/Snapshots and Training Materials | Chinese (Simplified) (ZH) | Non Product Specific | New Policy | |
Succession Planning for China Tax Residents (EN) |
This guide provides information on the succession planning options and tax position of your clients who own an Utmost International investment-linked life insurance policy and are already or will become tax residents of China. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Succession Planning for Clients who are China Tax Residents ZH SG |
This guide provides information on the succession planning options and tax position of your clients who own an Utmost International investment-linked life insurance policy and are already or will become tax residents of china. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | Chinese (Traditional) (ZH) | Non Product Specific | FOS | New Policy |
The Power of Tax Deferral |
This document highlights the benefits of tax deferral once a clients investment is held in a tax-efficient structure, such as an investment-linked life insurance policy. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | Surrender or Claim | |
Succession Planning for Clients who are China Tax Residents ZH SG |
This guide provides information on the succession planning options and tax position of your clients who own an Utmost International investment-linked life insurance policy and are already or will become tax residents of China. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Non Product Specific | FOS | New Policy |
Private Placement Life Insurance A Tool for Structured Life Planning |
This adviser facing guide highlights the four reasons why high net worth clients would use Private Placement Life Insurance: Wealth transfer, wealth growth, wealth preservation and wealth protection. |
Utmost International - IoM | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Non Product Specific | New Policy | |
Application Form for Top Up or New Investors into Executive Investment Account (Discretionary) with Utmost International Isle of Man |
Application Form for Top Up or New Investors into Executive Investment Account (Discretionary). For Accredited Investors, Individual, Joint, Corporate and Trustee Investors. |
Utmost International - IoM | Application Form | English (EN) | Executive Investment Account | FOS | New Policy |
Efficiently and effectively passing on your wealth (Chinese) |
This sales aid explores the main differences between the benefits of investing in a portfolio bond with nominations as opposed to writing a will. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Non Product Specific | New Policy | |
Your Complaint Utmost International Isle of Man |
This leaflet explains what you need to do if you are dissatisfied, and details what to expect from us when you complain. |
Utmost International - IoM | Compliance and Risk Collateral (privacy notices/footers etc) | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Efficiently and Effectively Passing on your Wealth Case Study |
This sales aid explores the main differences between the benefits of investing in a Utmost International Isle of Man portfolio bond with nominations as opposed to writing a will. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | New Policy | |
Request to appoint a DAM (Singapore) |
Request for Utmost International Isle of Man Limited to Appoint a Discretionary Asset Manager (On a Discretionary Basis). For use with the Executive Investment Account and Silk Life Plan only (for Singapore use only). |
Utmost International - IoM | Operational Forms | English (EN) | Executive Investment Account, Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | Making a change to your policy |
Tailored Life Trust Cumulative Chargeable Lifetime Transfer Examples |
The document is a sales aid and provides financial advisers with Tailored Life Trust Cumulative chargeable lifetime transfer examples. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Executive Investment Account Reasons Why Document |
This document suggests some of the ‘reasons why’ to invest in this product that you may wish to incorporate within your recommendation letters for your clients. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Executive Investment Account | New Policy | |
UK properties held through an overseas company (Chinese) |
Sales aid for financial advisers with case studies looking at UK properties held through an overseas company. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Non Product Specific | New Policy | |
HNW Introductory Brochure (English) |
How our solutions can help with wealth planning. |
Utmost International - IoM | Marketing Collateral | English (EN) | Non Product Specific | FOS | New Policy |
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 |
Advisory Fee Authority – Unit-linked Plans |
This form can be used if you wish to make arrangements to pay an advisory fee to an intermediary for advice provided in respect of your Utmost International Isle of Man account. |
Utmost International - IoM | Operational Forms | English (EN) | Non Product Specific | Making a change to your policy | |
Enhanced Trail Commission Singapore version |
This document describes the terms on which Utmost International Isle of Man Limited (Utmost International) agrees to pay enhanced trail commission (‘ETC’) to the Intermediary. |
Utmost International - IoM | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Non-Resident Indian Estate Planning |
A client-facing guide to using an Utmost International Isle of Man offshore bond for estate planning for non-resident Indian investors. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Taxation of an Offshore Life Assurance Policy Purchased Outside of Israel by an Israeli Resident |
This document provides an explanation of the taxation of an offshore Utmost International Isle of Man Limited life assurance policy purchased outside of Israel by an Israeli resident. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Deed of Assignment Singapore |
Deed of assignment for one or more assignees. This deed should be used for Utmost International Isle of Man Singapore products only. |
Utmost International - IoM | Operational Forms | English (EN) | Non Product Specific | Making a change to your policy | |
Insurability Information of Second Life Assured Form for Silk Life Plan with Utmost International Limited. Singapore Accredited Investors only. |
Insurability Information of Second Life Assured Form for Silk Life Plan. Singapore Accredited Investors only. |
Utmost International - IoM | Application Form | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | New Policy |
Silk Concept Sheet – Estate equalisation (Singapore – Chinese) |
Sales aid in Chinese for the Silk Life Plan – Estate Equalisation |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | Making a change to your policy | |
Silk Concept Sheet – Business continuation buy/sell (Singapore – Chinese) |
Business continuation buy/sell sales aid – Chinese version. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | New Policy | |
Silk At A Glance (Singapore – Chinese) |
This at a glance document highlights the main features of the Silk Life Plan. |
Utmost International - IoM | Product Guides/Brochures/Snapshots and Training Materials | Chinese (Simplified) (ZH) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | New Policy |
Silk Life Product Summary (Chinese) |
This document is a summary of the product and should be read before investing in the Silk Life Plan. |
Utmost International - IoM | Product Guides/Brochures/Snapshots and Training Materials | Chinese (Simplified) (ZH) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | New Policy |
Declaration form for Continued Insurability SILK Life Plan |
This form should be used to declare continued insurability for the SILK Life Plan. |
Utmost International - IoM | Operational Forms | English (EN) | Silk Life Plan (Life Cover only) | FOS | New Policy |
Silk product brochure (Singapore – Chinese) |
Client brochure promoting the benefits of investing in the Silk Life Plan. |
Utmost International - IoM | Product Guides/Brochures/Snapshots and Training Materials | Chinese (Simplified) (ZH) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | New Policy |
Silk Concept Sheet – Privacy Protection (Singapore – Chinese) |
Sales aid in Chinese with information about privacy protection with the Silk Life Plan. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | New Policy | |
Silk Concept Sheet – Legacy planning (Singapore – Chinese) |
Sales aid in Chinese. Legacy planning with the Silk Life Plan. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | New Policy | |
Silk Concept Sheet – Privacy Protection (Singapore – English) |
Sales aid in English with information about privacy protection with the Silk Life Plan. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | New Policy | |
Silk Life Plan Product Brochure |
Utmost International Isle of Man Limited brochure promoting the benefits of investing in the Silk Life Plan for Accredited Investors in Singapore. This brochure is English, Chinese version isULQ PR | 10227 |
Utmost International - IoM | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | New Policy |
Silk Concept Sheet – Business Continuation Buy/Sell (Singapore – English) |
Business continuation buy/sell sales aid. English version. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | New Policy | |
Silk Concept Sheet – Estate Equalisation (Singapore) English |
Sales aid in English for the Silk Life Plan – Estate Equalisation |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | Making a change to your policy | |
Silk Concept Sheet – Legacy Planning (Singapore) (English) |
Legacy planning with the Silk Life Plan. Sales aid in English. |
Utmost International - IoM | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | New Policy | |
Policy Terms and Conditions for Silk Life Plan |
Policy Terms and Conditions for Utmost International Isle of Man Limited – Singapore branch’s Silk Life Plan. This product is only suitable for Singapore Accredited Investors. |
Utmost International - IoM | Policy Conditions | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | New Policy |
Executive Investment Account Application for a New Policy or an Additional Investment |
Please use this application to apply for Utmost International Isle of Man Limited’s Executive Investment Account. To apply you must be an individual, entity or trustee acting on behalf of a trust that qualifies as a Singapore Accredited Investor. |
Utmost International - IoM | Application Form | English (EN) | Executive Investment Account | FOS | New Policy |
Guidance Notes for Investment Account for Individual Investors |
Guidance notes to accompany the application form for individual investors wishing to invest in the Investment Account. |
Utmost International - IoM | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Non Product Specific | FOS | New Policy |
Wealth Interactive – Master User Registration Form for Existing Firms |
Please use this form to appoint a master user to Wealth Interactive for adviser firms who already have terms of business with us.This form will allow us access to a nominated master user within your firm who can then grant access to other users (including other master users within your firm). |
Utmost International - IoM | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
QROPS QNUPS SIPP Investment Adviser Appointment Authorisation Executive Investment Account |
This form is to be used by the Trustees to appoint the Pension Member as an Investment Adviser on the Executive Investment Account. |
Utmost International - IoM | Operational Forms | English (EN) | Executive Investment Account | FOS | Making a change to your policy |
Declarations for the Executive Investment Account, Flexible Investment Account and Investment Account |
Declarations that apply to all applicants for Utmost International Isle of Man Limited Singapore branch’s Executive Investment Account, Flexible Investment Account and Investment Account. |
Utmost International - IoM | Policy Conditions | English (EN) | Executive Investment Account | New Policy | |
Executive Investment Account New Business and Top-up Application form for QROPS, QNUPS, SIPP and IPP Trustee Investors |
Application Form for setting up a new account or adding to your Executive Investment Account for the Trustee of the QROPS, QNUPS, IPP or SIPP who have Acceptable Applicant Status (Accredited Investor). Please note that you will also need to fill out the Tax Declaration and Self Certification document. |
Utmost International - IoM | Application Form | English (EN) | Executive Investment Account | FOS | New Policy |
Appointment of a Lead Policyholder on the Flexible Investment Account |
This form can be used to appoint a lead policyholder – for use with the Flexible Investment Account |
Utmost International - IoM | Operational Forms | English (EN) | Non Product Specific | Making a change to your policy | |
Singapore Trust Beneficiary Form 6 – Notice of Revocation of Revocable Nomination |
This form can only be used to give notice of the revocation, under section 49M(7)(a) or (b) of the Insurance Act (Cap. Executive Redemption Bond – PRIIPs), of revocable nomination made in respect of one relevant policy. |
Utmost International - IoM | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Singapore Trust Beneficiary Form 4 – Revocable Nomination |
This form can only be used to make a revocable nomination in respect of one relevant policy. For use in the Singapore market only. |
Utmost International - IoM | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Singapore Trust Beneficiary Form 5 – Revocation of Revocable Nomination |
This form can only be used to revoke a revocable nomination made in respect of one relevant policy. For use in the Singapore market only. |
Utmost International - IoM | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Singapore Trust Beneficiary Nomination Form 1 |
The Trust Beneficiary Nomination for is for use in the Singapore market only and is to be used to make a trust nomination in respect of one relevant policy only. |
Utmost International - IoM | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Singapore Trust Beneficiary Revocation of Nomination Form 2 |
This form can only be used to revoke a trust nomination made in respect of one relevant policy. |
Utmost International - IoM | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Singapore Trust Beneficiary Appointment, or Revocation of Appointment, of Trustee of Policy Moneys Form 3 |
This form can only be used to appoint, or revoke the appointment, of one or more trustees of policy moneys payable under one relevant policy. For use in the Singapore market only. |
Utmost International - IoM | Trust Literature | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Executive Investment Account Product Summary |
This Utmost International Isle of Man Limited document is a summary of the product and should be read, by Singapore Accredited Investors, before applying for an Executive Investment Account. |
Utmost International - IoM | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Executive Investment Account | FOS | New Policy |
Utmost International Isle of Man Intermediary Terms of Business |
These Intermediary Terms of Business and the Rates of Commission govern your relationship with Utmost International Isle of Man Limited (Utmost International) and cover the way we do business with you, the Intermediary. These Intermediary Terms of Business and any documents referred to in it replace any previous Terms of Business you have with Quilter International. |
Utmost International - IoM | Guides and Supporting Documents | English (EN) | Non Product Specific | FOS | New Policy |
Executive Investment Account Product Brochure |
Utmost International Isle of Man Limited product brochure promoting the benefits of investing in the Executive Investment Account; available in Singapore to Accredited Investors only. |
Utmost International - IoM | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Executive Investment Account | FOS | New Policy |
Details of your Policy Executive Investment Account Policy Terms and Conditions |
Policy Terms and Conditions for Utmost International Isle of Man Limited Singapore Branch’s Executive Investment Account – available in Singapore to Accredited Investors. |
Utmost International - IoM | Policy Conditions | English (EN) | Executive Investment Account | FOS | New Policy |
Declaration of Loss or Non-receipt of Policy Form |
This declaration form can be used if your Utmost International Isle of Manpolicy documents were lost, destroyed or never received. |
Utmost International - IoM | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Utmost International Isle of Man Portfolio Bond Dealing Instruction Form and Guidance Notes |
This form can be used for the sale and purchase of funds for certain Utmost International Isle of Man Portfolio Bonds. |
Utmost International - IoM | Investment literature/Strategies | English (EN) | Executive Investment Account, Executive Investment Bond, Executive Investment Plan, Executive Investment Portfolio, Executive Redemption Bond, Executive Redemption Bond – QIME, Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | Making a change to your policy |
Utmost International Isle of Man Limited Unit-Linked Policy Switch Form |
This form can be used to switch your clients’ investments or change the funds in which future regular investments are invested for Utmost International Isle of Man Limited unit-linked policies, including – Managed Capital Account, Managed Pension Account, Managed Savings Account or Executive Wealth builder Account. |
Utmost International - IoM | Operational Forms | English (EN) | Managed Capital Account | FOS | Making a change to your policy |
Request for Withdrawal or Surrender Silk Life Plan |
This form should be used to request a partial or full surrender from SILK Life Plan only. |
Utmost International - IoM | Surrender/Claim/Withdrawal/Switch | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | Surrender or Claim |
Application Form for Singapore Accredited Investors who wish to purchase a Silk Life Plan from Utmost International Isle of Man Limited Singapore Branch or for adding Additional Investment to an Existing Silk Life Plan. |
Application Form for Singapore Accredited Investors who wish to purchase a Silk Life Plan from Utmost International Isle of Man Limited Singapore Branch or add an Additional Investment to an existing Silk Life Plan. |
Utmost International - IoM | Application Form | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | Addition to your Policy, New Policy |
Request for Withdrawal or Surrender – Life Insurance Portfolio and Tailored Life Plan |
This form should be used to request a partial or full surrender from a Life Insurance Portfolio or Tailored Life Plan only. |
Utmost Wealth Solutions | Operational Forms | English (EN) | Executive Life Portfolio, Life Insurance Portfolio, Life Insurance Portfolio Plus, Tailored Life Plan (TLP) | FOS | Surrender or Claim |
Utmost International Isle of Man Client Information and Change of Details Form |
This form is intended for Utmost International Isle of Man Limited 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 International - IoM | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Know Your Client – Source of Funding and Verification of Identity |
This form is issued by Utmost International Isle of Man and should be completed by all clients, trustees and corporate clients, where an application form does not already contain both a source of funding and verification of customer identity section. |
Utmost International - IoM | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Utmost International Isle of Man Limited – Corporate Infographic – English |
Utmost International Isle of Man Who We Are |
Utmost International - IoM | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Non Product Specific | FOS | New Policy |
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 |