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Market: Spain (ES)

Documents

Title	Description	Insurer	Asset Type	Language	Product	Regime	Process	Excerpt
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	Please use this form when transferring assets to your Plan/Bond/Policy. For use withformer Quilter International Products, not for use in Hong Kong. Operational Forms Transferring Assets to Your Bond/Account UWSQ PR 25131
Source of Wealth Questionnaire	This questionnaire seeks to obtain information and documentation from the adviser to establish the source of wealth of high-risk clients of Utmost International Isle of Man Limited and Utmost PanEurope dac	Utmost Wealth Solutions	Operational Forms	English (EN)	Non Product Specific	FOS	Addition to your Policy, New Policy	This questionnaire seeks to obtain information and documentation from the adviser to establish the source of wealth of high-risk clients of Utmost International Isle of Man Limited and Utmost PanEurope dac Operational Forms Source of Wealth Questionnaire UWSQ PR \| 20888
Tax Declaration and Self Certification for Entity Investors	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for Entity investors such as, companies, corporate trusts or foundations.	Utmost Wealth Solutions	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy, New Policy	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for Entity investors such as, companies, corporate trusts or foundations. Operational Forms Tax Declaration and Self Certification for Entity Investors UWSQ PR \| 12415
Tax Declaration and Self Certification for Individual Investors	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders, persons authorised to sign on behalf of the policyholder, for example their Power of Attorney or court appointed Deputy, and individuals linked to the trust where Utmost International Trustee Solutions Limited are the appointed trustee.	Utmost Wealth Solutions	Operational Forms	English (EN)	Non Product Specific	FOS	Addition to your Policy, Making a change to your policy, New Policy, Surrender or Claim	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders, persons authorised to sign on behalf of the policyholder, for example their Power of Attorney or court appointed Deputy, and individuals linked to the trust where Utmost International Trustee Solutions Limited are the appointed trustee. Operational Forms Tax Declaration and Self Certification for Individual Investors UWSQ PR \| 12373
Technical Note Moving from Finland to Spain	Utmost PanEurope technical briefing regarding policyholders who wish to move from Finland to Spain and take their policy with them.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Non Product Specific	FOS	Making a change to your policy	Utmost PanEurope technical briefing regarding policyholders who wish to move from Finland to Spain and take their policy with them. Tax and regulatory Literature/technical sales aids and literature Technical Note Moving from Finland to Spain UWS PR 00405
Technical Note Moving from Sweden to Spain	Utmost PanEurope technical briefing regarding policyholders who wish to move from Sweden to Spain and take their policy with them.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Non Product Specific	FOS	Making a change to your policy	Utmost PanEurope technical briefing regarding policyholders who wish to move from Sweden to Spain and take their policy with them. Tax and regulatory Literature/technical sales aids and literature Technical Note Moving from Sweden to Spain UWS PR 00406
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
Spanish Collective Investment Bond Snapshot (SCIB)	This document provides a snapshot of the Spanish Collective Investment Bond (SCIB). This is a document for financial advisers only.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Spanish Collective Investment Bond	FOS	New Policy	This document provides a snapshot of the Spanish Collective Investment Bond (SCIB). This is a document for financial advisers only. Product Guides/Brochures/Snapshots and Training Materials Spanish Collective Investment Bond Snapshot (SCIB) UPEQ PR \| 52028
Additional Requirements Application Form to be used by Trustee Applicants for the Spanish Collective Investment Bond with Utmost PanEurope dac	Additional Requirements Application Form to be used by Trustee Applicants for the Spanish Collective Investment Bond.	Utmost PanEurope	Application Form	English (EN)	Spanish Collective Investment Bond	FOS	New Policy	Additional Requirements Application Form to be used by Trustee Applicants for the Spanish Collective Investment Bond. Application Form Additional Requirements Application Form to be used by Trustee Applicants for the Spanish Collective Investment Bond with Utmost PanEurope dac UPEQ PR 00003
Mutual Stipulations and Nomination Form Irish jointly Owned Products	This form should be used for policies subject to the laws of Belgium, Cyprus, Spain or Sweden. Complete this form if you are the policyholder and request for the mutual stipulations wording to be applied to your policy and also wish to nominate the beneficiary(ies) listed in the appointment of beneficiary(ies) for your policy.	Utmost PanEurope	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy	This form should be used for policies subject to the laws of Belgium, Cyprus, Spain or Sweden. Complete this form if you are the policyholder and request for the mutual stipulations wording to be applied to your policy and also wish to nominate the beneficiary(ies) listed in the appointment of beneficiary(ies) for your policy. Operational Forms Mutual Stipulations and Nomination Form Irish jointly Owned Products UPEQ PR \| 21042
Tax Benefits of the Spanish Collective Investment Bond Guide	This guide details the benefits of investing in a Spanish compliant policy, such as the Spanish Collective Investment Bond for your expat clients living in Spain, rather than a non-compliant policy.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Spanish Collective Investment Bond	FOS	New Policy	This guide details the benefits of investing in a Spanish compliant policy, such as the Spanish Collective Investment Bond for your expat clients living in Spain, rather than a non-compliant policy. Tax and regulatory Literature/technical sales aids and literature Tax Benefits of the Spanish Collective Investment Bond Guide UPEQ PR \| 18741
Data Capture Online Form for Spanish Collective Investment Bond with Utmost PanEurope dac	Data Capture Online Form for Individual, Joint and Corporate Investors and is used to gather the necessary information to input new business online for the Spanish Collective Investment Bond on Wealth Interactive. Please note this is not an application form.	Utmost PanEurope	Operational Forms	English (EN)	Spanish Collective Investment Bond	FOS	New Policy	Data Capture Online Form for Individual, Joint and Corporate Investors and is used to gather the necessary information to input new business online for the Spanish Collective Investment Bond on Wealth Interactive. Please note this is not an application form. Operational Forms Data Capture Online Form for Spanish Collective Investment Bond with Utmost PanEurope dac UPEQ PR \| 19543
Application Form for Spanish Collective Investment Bond (under Spanish Law) for Individual, Joint and Corporate Investors with Utmost PanEurope dac	Application Form for Spanish Residents under Spanish Law, for Individual, Joint and Corporate Investors to the Spanish Collective Investment Bond. Please note that you will also need to fill out the Tax Declaration and Self Certification document.	Utmost PanEurope	Application Form	English (EN)	Spanish Collective Investment Bond	FOS	New Policy	Application Form for Spanish Residents under Spanish Law, for Individual, Joint and Corporate Investors to the Spanish Collective Investment Bond. Please note that you will also need to fill out the Tax Declaration and Self Certification document. Application Form Application Form for Spanish Collective Investment Bond (under Spanish Law) for Individual, Joint and Corporate Investors with Utmost PanEurope dac UPEQ PR \| 14433
Spanish Collective Investment Bond Documento de Datos Fundamentales	Este documento contiene información clave sobre este producto de inversión. La información, prescrita por la ley, tiene por objeto aclarar las características del producto, sus riesgos, costes, posibles ganancias y pérdidas.	Utmost PanEurope	Key Information Document	Spanish (ES)	Spanish Collective Investment Bond	FOS	New Policy	Este documento contiene información clave sobre este producto de inversión. La información, prescrita por la ley, tiene por objeto aclarar las características del producto, sus riesgos, costes, posibles ganancias y pérdidas. Key Information Document Spanish Collective Investment Bond Documento de Datos Fundamentales UPEQ PR \| 14413
Spanish Collective Investment Bond – Key Information Document	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost PanEurope	Key Information Document	English (EN)	Spanish Collective Investment Bond	FOS	New Policy	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Spanish Collective Investment Bond – Key Information Document UPEQ PR \| 14059
Spanish Collective Investment Bond – client brochure	Client brochure promoting the benefits of the Spanish Collective Investment Bond (SCIB).	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Spanish Collective Investment Bond	FOS	New Policy	Client brochure promoting the benefits of the Spanish Collective Investment Bond (SCIB). Product Guides/Brochures/Snapshots and Training Materials Spanish Collective Investment Bond – client brochure UPEQ PR \| 07351
Policy Terms and Conditions for the Spanish Collective Investment Bond	Policy Terms and Conditions for Utmost PanEurope dac’s Spanish Collective Investment Bond.	Utmost PanEurope	Policy Conditions	English (EN)	Spanish Collective Investment Bond	FOS	New Policy	Policy Terms and Conditions for Utmost PanEurope dac’s Spanish Collective Investment Bond. Policy Conditions Policy Terms and Conditions for the Spanish Collective Investment Bond UPEQ PR \| 07359
PWP España Formulario de Condiciones Particulares del Seguro Extraviadas / Nunca Recibidas	Operational Forms PWP España Formulario de Condiciones Particulares del Seguro Extraviadas / Nunca Recibidas UPE_WS PR 00062	Utmost PanEurope	Operational Forms	Spanish (ES)	Private Wealth Portfolio - Spain	FOS	New Policy	Operational Forms PWP España Formulario de Condiciones Particulares del Seguro Extraviadas / Nunca Recibidas UPE_WS PR 00062
PWP España Solicitud de Acceso Directo a Información	Operational Forms PWP España Solicitud de Acceso Directo a Información UPE_WS PR 00060	Utmost PanEurope	Operational Forms	Spanish (ES)	Private Wealth Portfolio - Spain		New Policy	Operational Forms PWP España Solicitud de Acceso Directo a Información UPE_WS PR 00060
PWP España Formulario de firma	Operational Forms PWP España Formulario de firma UPE_WS PR 00061	Utmost PanEurope	Operational Forms	Spanish (ES)	Private Wealth Portfolio - Spain		New Policy	Operational Forms PWP España Formulario de firma UPE_WS PR 00061
PWP España Formulario de cambio de nombre y domicilio	Operational Forms PWP España Formulario de cambio de nombre y domicilio UPE_WS PR 00058	Utmost PanEurope	Operational Forms	Spanish (ES)	Private Wealth Portfolio - Spain		Making a change to your policy	Operational Forms PWP España Formulario de cambio de nombre y domicilio UPE_WS PR 00058
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
PWP España Snapshot	This document is a Snapshot of information for PWP Spain, English version.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Spanish (ES)	Private Wealth Portfolio - Spain		New Policy	This document is a Snapshot of information for PWP Spain, English version. Product Guides/Brochures/Snapshots and Training Materials PWP España Snapshot UPE_WS \| 04651
PWP España Formulario de Notificación de Prenda	Operational Forms PWP España Formulario de Notificación de Prenda UPE_WS \| 04585	Utmost PanEurope	Operational Forms	Spanish (ES)	Private Wealth Portfolio - Spain		Making a change to your policy, New Policy	Operational Forms PWP España Formulario de Notificación de Prenda UPE_WS \| 04585
PWP España Formulario de Prima Adicional	Operational Forms PWP España Formulario de Prima Adicional UPE_WS \| 04500	Utmost PanEurope	Operational Forms	Spanish (ES)	Private Wealth Portfolio - Spain		Making a change to your policy	Operational Forms PWP España Formulario de Prima Adicional UPE_WS \| 04500
PWP España Formulario de Estrategia de Inversión	Investment literature/Strategies PWP España Formulario de Estrategia de Inversión UPE_WS \| 04501	Utmost PanEurope	Investment literature/Strategies	Spanish (ES)	Private Wealth Portfolio - Spain		Making a change to your policy, New Policy	Investment literature/Strategies PWP España Formulario de Estrategia de Inversión UPE_WS \| 04501
PWP España Formulario de Designación de Beneficiarios	Operational Forms PWP España Formulario de Designación de Beneficiarios UPE_WS \| 04482	Utmost PanEurope	Operational Forms	Spanish (ES)	Private Wealth Portfolio - Spain		New Policy	Operational Forms PWP España Formulario de Designación de Beneficiarios UPE_WS \| 04482
PWP España Formulario de solicitud de prestación de fallecimiento o supervivencia	PWP España Formulario de solicitud de prestación de fallecimiento o supervivencia.	Utmost PanEurope	Surrender/Claim/Withdrawal/Switch	Spanish (ES)	Private Wealth Portfolio - Spain	FOS	Making a change to your policy, Surrender or Claim	PWP España Formulario de solicitud de prestación de fallecimiento o supervivencia. Surrender/Claim/Withdrawal/Switch PWP España Formulario de solicitud de prestación de fallecimiento o supervivencia UPE_WS \| 04480
PWP España Formulario de Solicitud de Rescate y de Rescate regular	Operational Forms PWP España Formulario de Solicitud de Rescate y de Rescate regular UPE_WS \| 04481	Utmost PanEurope	Operational Forms	Spanish (ES)	Private Wealth Portfolio - Spain		New Policy	Operational Forms PWP España Formulario de Solicitud de Rescate y de Rescate regular UPE_WS \| 04481
Private Wealth Portfolio Espana Formulario de Solicitud	Private Wealth Portfolio Espana Formulario de Solicitud.	Utmost PanEurope	Application Form	Spanish (ES)	Private Wealth Portfolio - Spain	FOS	New Policy	Private Wealth Portfolio Espana Formulario de Solicitud. Application Form Private Wealth Portfolio Espana Formulario de Solicitud UPE_WS \| 04357
PWP España Condiciones Generales Del Seguro	PWP España Condiciones Generales Del Seguro	Utmost PanEurope	Policy Conditions	Spanish (ES)	Private Wealth Portfolio - Spain	FOS	New Policy	PWP España Condiciones Generales Del Seguro Policy Conditions PWP España Condiciones Generales Del Seguro UPE_WS \| 04311
PWP España Nota Informativa	Product Guides/Brochures/Snapshots and Training Materials PWP España Nota Informativa UPE_WS \| 04312	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Spanish (ES)	Private Wealth Portfolio - Spain	FOS	New Policy	Product Guides/Brochures/Snapshots and Training Materials PWP España Nota Informativa UPE_WS \| 04312
PWP Notice of Cancellation Form	Operational Forms PWP Notice of Cancellation Form UPE_WS \| 04244	Utmost PanEurope	Operational Forms	English (EN)	Private Wealth Portfolio - Spain, Private Wealth Portfolio - UK	FOS	Surrender or Claim	Operational Forms PWP Notice of Cancellation Form UPE_WS \| 04244
Never Received or Lost Policy Schedule Declaration (EN)	Utmost Pan Europe dac Never Received or Lost Policy Schedule Declaration	Utmost PanEurope	Operational Forms	English (EN)	Apex (France), Apex (Portugal), Non Product Specific, Private Wealth Portfolio - Italy, Private Wealth Portfolio - Portugal, Private Wealth Portfolio - Spain, Private Wealth Portfolio - UK, Private Wealth Portfolio (PWP) France, Selection, Target	FOS	Surrender or Claim	Utmost Pan Europe dac Never Received or Lost Policy Schedule Declaration Operational Forms Never Received or Lost Policy Schedule Declaration (EN) UPE PR 12847
Private Wealth Portfolio Full or Partial Surrender Request EN	Private Wealth Portfolio Full, Partial Surrender or Regular Withdrawal Request.For use by non-UK resident policyholders of Private Wealth Portfolio (‘PWP’) France, PWP Portugal or PWP Spain	Utmost PanEurope	Surrender/Claim/Withdrawal/Switch	English (EN)	International Private Wealth Portfolio, Private Wealth Portfolio - Portugal, Private Wealth Portfolio - Spain, Private Wealth Portfolio (PWP) France	FOS	Surrender or Claim	Private Wealth Portfolio Full, Partial Surrender or Regular Withdrawal Request.For use by non-UK resident policyholders of Private Wealth Portfolio (‘PWP’) France, PWP Portugal or PWP Spain Surrender/Claim/Withdrawal/Switch Private Wealth Portfolio Full or Partial Surrender Request EN UPE PR 12832
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 – 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 España Formulario de Notificación de Asignación de Póliza	Operational Forms PWP España Formulario de Notificación de Asignación de Póliza UPE PR 12483	Utmost PanEurope	Operational Forms	Spanish (ES)	Private Wealth Portfolio - Spain		Making a change to your policy, New Policy	Operational Forms PWP España Formulario de Notificación de Asignación de Póliza UPE PR 12483
PWP España Declaración del tomador del seguro – Intención de trasladarse a España	Operational Forms PWP España Declaración del tomador del seguro – Intención de trasladarse a España UPE PR 12459	Utmost PanEurope	Operational Forms	Spanish (ES)	Private Wealth Portfolio - Spain		Making a change to your policy, New Policy	Operational Forms PWP España Declaración del tomador del seguro – Intención de trasladarse a España UPE PR 12459
PWP España Documento de Datos Fundamentales para el Inversor (DFI)	Este documento contiene información clave sobre este producto de inversión. La información, prescrita por la ley, tiene por objeto aclarar las características, los riesgos, los costes, las ganancias y las posibles pérdidas del producto.	Utmost PanEurope	Key Information Document	Spanish (ES)	Private Wealth Portfolio - Spain	FOS	New Policy	Este documento contiene información clave sobre este producto de inversión. La información, prescrita por la ley, tiene por objeto aclarar las características, los riesgos, los costes, las ganancias y las posibles pérdidas del producto. Key Information Document PWP España Documento de Datos Fundamentales para el Inversor (DFI) UPE PR 00217
PWP Spain Key Information Document	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the characteristics, risks, costs, gains and potential losses of the product.	Utmost PanEurope	Key Information Document	English (EN)	Private Wealth Portfolio - Spain	FOS	New Policy	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the characteristics, risks, costs, gains and potential losses of the product. Key Information Document PWP Spain Key Information Document UPE PR 00216
PWP España Declaración de Salud	Operational Forms PWP España Declaración de Salud UPE PR 00143	Utmost PanEurope	Operational Forms	Spanish (ES)	Private Wealth Portfolio - Spain		New Policy	Operational Forms PWP España Declaración de Salud UPE PR 00143
Documento de datos fundamentales (“DDF”)	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	Spanish (ES)	Selecta Link	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 datos fundamentales (“DDF”) ULU_KID_LU_SP_EUR_SLFree_ES PR
Documento de datos fundamentales (“DDF”)	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	Spanish (ES)	Selecta Link	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 datos fundamentales (“DDF”) ULU_KID_LU_SP_EUR_SLVariable_ES PR
Documento de datos fundamentales (“DDF”)	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	Spanish (ES)	Selecta Link	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 datos fundamentales (“DDF”) ULU_KID_LU_SP_EUR_SLDynamic_ES PR
Documento de datos fundamentales (“DDF”)	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	Spanish (ES)	Selecta Link	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 datos fundamentales (“DDF”) ULU_KID_LU_SP_EUR_SLFixed_ES 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_SP_USD_WPP-EU_EN PR
Key Information Document (‘KID’)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A	Key Information Document	English (EN)	Private Client Portfolio	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_SP_GBP_PCP_EN PR
Key Information Document (‘KID’)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A	Key Information Document	English (EN)	Wealth Planning Portfolio	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_SP_GBP_WPP-EU_EN PR
Key Information Document (‘KID’)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A	Key Information Document	English (EN)	Wealth Planning Portfolio	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_SP_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_SP_GBP_PCA_EN PR
Key Information Document (‘KID’)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A	Key Information Document	English (EN)	Private Client Portfolio	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_SP_EUR_PCA_EN PR
Key Information Document (‘KID’)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A	Key Information Document	English (EN)	Private Client Portfolio	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_SP_EUR_PCP_EN PR
Documento de datos fundamentales (‘DDF’) and Documento de Información específica Selecta Link – Modalidad Activo Variable Flexible 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	Spanish (ES)	Selecta Link	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 datos fundamentales (‘DDF’) and Documento de Información específica Selecta Link – Modalidad Activo Variable Flexible KID ULU PR 00153
Connect Sign In (Spanish)	Connect Sign In (Spanish)	Utmost Luxembourg S.A	Guides and Supporting Documents	Spanish (ES)	Non Product Specific	FOS		Connect Sign In (Spanish) Guides and Supporting Documents Connect Sign In (Spanish) ULU PR 00018
Formulario de cambio de medio de comunicación y uso de firmas 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), Spanish (ES)	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 Formulario de cambio de medio de comunicación y uso de firmas electrónicas / Change of Communication Means and Use of Electronic Signatures Form ULU PCON1518
Solicitud de Rescate Parcial Regular / Regular Withdrawal Request	Use this form to request a regular withdrawal from your policy/contract – Spain	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	English (EN), Spanish (ES)	Non Product Specific	FOS		Use this form to request a regular withdrawal from your policy/contract – Spain Surrender/Claim/Withdrawal/Switch Solicitud de Rescate Parcial Regular / Regular Withdrawal Request ULU PCON1443
Forex/Forward Request Form	Use this form for dealing purposes – United Kingdom	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN)	Non Product Specific	FOS		Use this form for dealing purposes – United Kingdom Investment literature/Strategies Forex/Forward Request Form ULU PCON1382
Formulario de Operaciones / Dealing Form	Use this form to request a switch of investments on your policy for Spain	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	English (EN), Spanish (ES)	Selecta Link	FOS	Making a change to your policy	Use this form to request a switch of investments on your policy for Spain Surrender/Claim/Withdrawal/Switch Formulario de Operaciones / Dealing Form ULU PCON1212-2
Dealing Request Form SELL/BUY Orders	Use this form for dealing purposes – United Kingdom	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN)	Non Product Specific	FOS		Use this form for dealing purposes – United Kingdom Investment literature/Strategies Dealing Request Form SELL/BUY Orders ULU PCON1116
Impreso para Primas Adicionales	Use this form for an addition to your policy/contract – Spain	Utmost Luxembourg S.A	Top Up/Additional Investment	Spanish (ES)	Selecta Link	FOS	Addition to your Policy	Use this form for an addition to your policy/contract – Spain Top Up/Additional Investment Impreso para Primas Adicionales ULU PCON1052
Declaracion de Perdida o no Recepcion de un Contrato de Seguro de Vida	Form to be used to declare the loss of policy documents – Spain	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Spanish (ES)	Non Product Specific	FOS		Form to be used to declare the loss of policy documents – Spain Client Letters/Indemnity/Data Protection Declaracion de Perdida o no Recepcion de un Contrato de Seguro de Vida ULU PCON1038
Solicitud de Rescate Total	Use this form to request the surrender of your policy/contract – Spain	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	Spanish (ES)	Non Product Specific	FOS		Use this form to request the surrender of your policy/contract – Spain Surrender/Claim/Withdrawal/Switch Solicitud de Rescate Total ULU PCON1024
Solicitud de Rescate Parcial / Withdrawal request	Use this form to request a withdrawal from your policy/contract – Spain	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	English (EN), Spanish (ES)	Non Product Specific	FOS		Use this form to request a withdrawal from your policy/contract – Spain Surrender/Claim/Withdrawal/Switch Solicitud de Rescate Parcial / Withdrawal request ULU PCON1015
Solicitud de Pago de Prestación por Fallecimiento	Use this form to initiate a death claim – Spain	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	Spanish (ES)	Non Product Specific	FOS		Use this form to initiate a death claim – Spain Surrender/Claim/Withdrawal/Switch Solicitud de Pago de Prestación por Fallecimiento ULU PCON1007
Connect Resumen – Guía del usario para clientes	This user guide helps to navigate through the Connect Platform and explain functionality – Spanish version	Utmost Luxembourg S.A	Guides and Supporting Documents	Spanish (ES)	Non Product Specific	FOE FOS		This user guide helps to navigate through the Connect Platform and explain functionality – Spanish version Guides and Supporting Documents Connect Resumen – Guía del usario para clientes ULU MARK2349
How can our flexible multi-currency solution help you? (BFFM version)	This document explains how our flexible multi-currency solution can help you.	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN)	Non Product Specific	FOE FOS		This document explains how our flexible multi-currency solution can help you. Investment literature/Strategies How can our flexible multi-currency solution help you? (BFFM version) ULU MARK2336
Connect User Guide – Total Rescue (Spanish)	Connect User Guide – Total Rescue (Spanish)	Utmost Luxembourg S.A	Guides and Supporting Documents	Spanish (ES)	Non Product Specific	FOE FOS		Connect User Guide – Total Rescue (Spanish) Guides and Supporting Documents Connect User Guide – Total Rescue (Spanish) ULU MARK2181
Connect Guía de uso – Rescate Parcial	This Connect User Guide shows how to request a withdrawal – in Spanish	Utmost Luxembourg S.A	Product Guides/Brochures/Snapshots and Training Materials	Spanish (ES)	Non Product Specific	FOE FOS		This Connect User Guide shows how to request a withdrawal – in Spanish Product Guides/Brochures/Snapshots and Training Materials Connect Guía de uso – Rescate Parcial ULU MARK2148
How Can our Flexible Multi-Currency Solution Help You? (BFWM version)	This document explains how our flexible multi-currency solution can help you.	Utmost Luxembourg S.A	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Non Product Specific	FOE FOS		This document explains how our flexible multi-currency solution can help you. Tax and regulatory Literature/technical sales aids and literature How Can our Flexible Multi-Currency Solution Help You? (BFWM version) ULU MARK1782
FOR NON-TIED AGENTS – Documento de datos / Fact find Versión Agente Vinculado / Non-tied agents version	Fact Find for NON-TIED AGENTS for the Spanish 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), Spanish (ES)	Selecta Link	FOS	New Business Pack	Fact Find for NON-TIED AGENTS for the Spanish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR NON-TIED AGENTS – Documento de datos / Fact find Versión Agente Vinculado / Non-tied agents version ULU CONT4412
FOR NON-TIED AGENTS – Documento de datos / Fact find – Compañía/Company – Versión Agente Vinculado / Non-tied Agent version	Fact Find for NON-TIED AGENTS for the Spanish 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), Spanish (ES)	Selecta Link	FOS	New Business Pack	Fact Find for NON-TIED AGENTS for the Spanish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR NON-TIED AGENTS – Documento de datos / Fact find – Compañía/Company – Versión Agente Vinculado / Non-tied Agent version ULU CONT4413
Intercambio Automático de Información – Formulario de Declaración para personas de control (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	Spanish (ES)	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 Intercambio Automático de Información – Formulario de Declaración para personas de control (AEoI) ULU CONT4261
Intercambio Automático de Información – Formulario de Declaración 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	Spanish (ES)	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 Intercambio Automático de Información – Formulario de Declaración para entidades (AEoI) ULU CONT4249
Intercambio Automático de Información – Formulario de Declaración para personas físicas (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	Spanish (ES)	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 Intercambio Automático de Información – Formulario de Declaración para personas físicas (AEoI) ULU CONT4240
FOR INTERMEDIARIES – Documento de datos / Fact find – Versión Intermediario / Intermediary version – Compañía/Company	Fact Find for INTERMEDIARIES for the Spanish 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), Spanish (ES)	Selecta Link	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the Spanish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Documento de datos / Fact find – Versión Intermediario / Intermediary version – Compañía/Company ULU CONT4092
FOR INTERMEDIARIES – Documento de datos / Fact find – Versión Intermediario / Intermediary version – Persona física/Individual	Fact Find for INTERMEDIARIES for the Spanish 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), Spanish (ES)	Selecta Link	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the Spanish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Documento de datos / Fact find – Versión Intermediario / Intermediary version – Persona física/Individual ULU CONT4090
Appendix: Reglas de inversión para fondos internos / Appendix: Investment Rules for Internal Funds	Table of Luxembourg Investment Rules	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN), Spanish (ES)	Non Product Specific	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Appendix: Reglas de inversión para fondos internos / Appendix: Investment Rules for Internal Funds ULU CONT3839
Listado de costes administrativos adicionales	Annex showing the activity-based charging grid	Utmost Luxembourg S.A	Commission Documents/Fees & Charges Literature and Illustrations	Spanish (ES)	Non Product Specific	FOS		Annex showing the activity-based charging grid Commission Documents/Fees & Charges Literature and Illustrations Listado de costes administrativos adicionales ULU CONT3171
Anexo “Wealth Preservation Life Cover” – Selecta Link	Wealth Preservation Life Cover annex to the Selecta Link application form for Spain	Utmost Luxembourg S.A	Application Form	Spanish (ES)	Non Product Specific	FOS	New Business Pack	Wealth Preservation Life Cover annex to the Selecta Link application form for Spain Application Form Anexo “Wealth Preservation Life Cover” – Selecta Link ULU CONT3113
Perfil de Inversión (Desviación) / Investment Profile (Deviation)	Use this form to request a deviation from your investment profile	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN), Spanish (ES)	Non Product Specific	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Perfil de Inversión (Desviación) / Investment Profile (Deviation) ULU CONT3084
Perfil de inversión y análisis de idoneidad / Investment Profile and Suitability Assesment	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), Spanish (ES)	Selecta Link	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 inversión y análisis de idoneidad / Investment Profile and Suitability Assesment ULU CONT3066
Anexo Modalidad Activo Fijo	Spanish investment strategy form – fixed assets	Utmost Luxembourg S.A	Investment literature/Strategies	Spanish (ES)	Selecta Link	FOS		Spanish investment strategy form – fixed assets Investment literature/Strategies Anexo Modalidad Activo Fijo ULU CONT2939
Cuestionario Financiero Confidencial	Confidential Financial Questionnaire – Latin America	Utmost Luxembourg S.A	Underwriting guides/questionnaires/brochures	Spanish (ES)	Non Product Specific	FOS		Confidential Financial Questionnaire – Latin America Underwriting guides/questionnaires/brochures Cuestionario Financiero Confidencial ULU CONT2945
ACUERDO DE REVELACIÓN DE INFORMACIÓN / INFORMATION DISCLOSURE AGREEMENT	Information Disclosure Agreement	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	English (EN), Spanish (ES)	Non Product Specific	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection ACUERDO DE REVELACIÓN DE INFORMACIÓN / INFORMATION DISCLOSURE AGREEMENT ULU CONT2875
Intercambio Automático de Información – Formulario de Declaración para Fideicomisos (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 Trusts.	Utmost Luxembourg S.A	Operational Forms	Spanish (ES)	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 Trusts. Operational Forms Intercambio Automático de Información – Formulario de Declaración para Fideicomisos (AEoI) ULU CONT2656
Selecta Link – Anexo para Solicitudes de Seguro Societarias / Addendum to the Application Form for Corporate Entities	New business application form for the Selecta Link product – Spain. Addendum dedicated to Corporate subscriptions	Utmost Luxembourg S.A	Application Form	English (EN), Spanish (ES)	Selecta Link	FOS	New Business Pack	New business application form for the Selecta Link product – Spain. Addendum dedicated to Corporate subscriptions Application Form Selecta Link – Anexo para Solicitudes de Seguro Societarias / Addendum to the Application Form for Corporate Entities ULU CONT2659
Automatic Exchange of Information – Self-Certification for Controlling Persons (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Utmost Luxembourg S.A	Operational Forms	English (EN)	Non Product Specific	FOS		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms Automatic Exchange of Information – Self-Certification for Controlling Persons (AEoI) ULU CONT2599
Automatic Exchange of Information – Self-Certification for Individuals (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.	Utmost Luxembourg S.A	Operational Forms	English (EN)	Non Product Specific	FOS		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders. Operational Forms Automatic Exchange of Information – Self-Certification for Individuals (AEoI) ULU CONT2593
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
Solicitud de mejora de la categoría de inversión / 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), Spanish (ES)	Non Product Specific	FOS		Use this form to request a upgrade of your investment category Investment literature/Strategies Solicitud de mejora de la categoría de inversión / Request for Investment Category Upgrade ULU CONT2523
Solicitud de rebaja de la categoría de inversión / 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), Spanish (ES)	Non Product Specific	FOS		Use this form to request a downgrade of your investment category Investment literature/Strategies Solicitud de rebaja de la categoría de inversión / Demand for Investment Category Downgrade ULU CONT2512
Designacion del Asesor / Appointment of the Adviser	Generic Investment Manager appointment form	Utmost Luxembourg S.A	Operational Forms	English (EN), Spanish (ES)	Selecta Link	FOS		Generic Investment Manager appointment form Operational Forms Designacion del Asesor / Appointment of the Adviser ULU CONT2194
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 Autocertificación	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	Spanish (ES)	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 Autocertificación ULU CONT2170-6
Certificacion de Cumplimiento Tributario (PH) / Tax Compliance Certification	Stand-alone Tax Compliance Certification form – Spain	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	English (EN), Spanish (ES)	Non Product Specific	FOS		Stand-alone Tax Compliance Certification form – Spain Client Letters/Indemnity/Data Protection Certificacion de Cumplimiento Tributario (PH) / Tax Compliance Certification ULU CONT1847-2
Elección de Ley Aplicable al Contrato / Choice of Law	Use this form to perform a choice of law	Utmost Luxembourg S.A	Operational Forms	English (EN), Spanish (ES)	Non Product Specific	FOS		Use this form to perform a choice of law Operational Forms Elección de Ley Aplicable al Contrato / Choice of Law ULU CONT1796
Selecta Link – Version for Individuals	New business application form for the Selecta Link product – Spain	Utmost Luxembourg S.A	Application Form	English (EN), Spanish (ES)	Selecta Link	FOS	New Business Pack	New business application form for the Selecta Link product – Spain Application Form Selecta Link – Version for Individuals ULU CONT1739
Declaración como « Persona no Estadounidense »	Use this form to declare a status of “Non-U.S. Person”	Utmost Luxembourg S.A	Operational Forms	English (EN), Spanish (ES)	Non Product Specific	FOS		Use this form to declare a status of “Non-U.S. Person” Operational Forms Declaración como « Persona no Estadounidense » ULU CONT1636
Inversiones Especializadas	Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Spain	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Spanish (ES)	Non Product Specific	FOS		Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Spain Client Letters/Indemnity/Data Protection Inversiones Especializadas ULU CONT1588
Informe De Examen Médico / Medical Examination Report	Medical Examination Report – Latin America	Utmost Luxembourg S.A	Underwriting guides/questionnaires/brochures	English (EN), Spanish (ES)	Non Product Specific	FOS		Medical Examination Report – Latin America Underwriting guides/questionnaires/brochures Informe De Examen Médico / Medical Examination Report ULU CONT1565-2
Cuestionario Adicional Para Solicitudes Y Seguros de Vida Existentes / Questionnaire on Preexisting Life Policies and Applications	Additional Questionnaire on Preexisting Life Policies and Applications – Latin America	Utmost Luxembourg S.A	Underwriting guides/questionnaires/brochures	English (EN), Spanish (ES)	Non Product Specific	FOS		Additional Questionnaire on Preexisting Life Policies and Applications – Latin America Underwriting guides/questionnaires/brochures Cuestionario Adicional Para Solicitudes Y Seguros de Vida Existentes / Questionnaire on Preexisting Life Policies and Applications ULU CONT1561-2
Cuestionario Médico Complementario / Additional Medical Questionnaire	Additional Medical Questionnaire – Latin America	Utmost Luxembourg S.A	Underwriting guides/questionnaires/brochures	English (EN), Spanish (ES)	Non Product Specific	FOS		Additional Medical Questionnaire – Latin America Underwriting guides/questionnaires/brochures Cuestionario Médico Complementario / Additional Medical Questionnaire ULU CONT1563-2
Selecta Link – Condiciones Generales / General Conditions Simplified Version	Stand-alone version of General Conditions for the Selecta Link product – Spain	Utmost Luxembourg S.A	Policy Conditions	English (EN), Spanish (ES)	Selecta Link	FOS		Stand-alone version of General Conditions for the Selecta Link product – Spain Policy Conditions Selecta Link – Condiciones Generales / General Conditions Simplified Version ULU CONT1059
Confirmación de los datos de contacto del cliente utilizados para la firma electrónica 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), Spanish (ES)	Non Product Specific	FOS		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Confirmación de los datos de contacto del cliente utilizados para la firma electrónica de documentos / Confirmation of Client contact details used for the Electronic Signing of documents ULU CONNECT1051
Declaración Fiscal y Autocertificación para Trusts/Fideicomisos	Rellene este formulario para que Utmost pueda informar con precisión sobre su póliza en virtud de los acuerdos de intercambio de información fiscal pertinentes, incluidas las normas de la Ley de Cumplimiento Tributario de Cuentas Extranjeras (FATCA) y el Estándar Común de Comunicación de Reporte (CRS). Este formulario debe utilizarse para trusts en los que todos los fideicomisarios sean personas físicas. Debe ser rellenado por un fideicomisario en nombre del trust.	Utmost Wealth Solutions	Operational Forms	Spanish (ES)	Non Product Specific	FOS	Making a change to your policy, New Policy	Rellene este formulario para que Utmost pueda informar con precisión sobre su póliza en virtud de los acuerdos de intercambio de información fiscal pertinentes, incluidas las normas de la Ley de Cumplimiento Tributario de Cuentas Extranjeras (FATCA) y el Estándar Común de Comunicación de Reporte (CRS). Este formulario debe utilizarse para trusts en los que todos los fideicomisarios sean personas físicas. Debe ser rellenado por un fideicomisario en nombre del trust. Operational Forms Declaración Fiscal y Autocertificación para Trusts/Fideicomisos ULQ PR \| 21019
Online Data Capture Form for Submitting Business on Wealth Interactive for Utmost International Isle of Man Policies	Online Data Capture Form for Financial Advisers to gather the necessary information from a client via Wealth Interactive for new business for Utmost International Isle of Man policies.	Utmost International - IoM	Application Form	English (EN)	Non Product Specific	FOS	New Policy	Online Data Capture Form for Financial Advisers to gather the necessary information from a client via Wealth Interactive for new business for Utmost International Isle of Man policies. Application Form Online Data Capture Form for Submitting Business on Wealth Interactive for Utmost International Isle of Man Policies ULQ PR \| 13900
Declaración Fiscal y Autocertificación para Personas Fisicas	Rellene este formulario para permitir que Utmost informe con precisión sobre su póliza en virtud de los acuerdos de intercambio de información fiscal pertinentes, incluidas las normas de la Ley de Cumplimiento Tributario de Cuentas Extranjeras (FATCA) y el Estándar Común de Comunicación de Información (CRS). Este formulario debe utilizarse para los titulares de pólizas individuales, las personas autorizadas para firmar en nombre del titular de la póliza, por ejemplo, su apoderado o representante designado por un tribunal, y las personas vinculadas al fideicomiso en el que Utmost International Trustee Solutions Limited es el fideicomisario designado.	Utmost Wealth Solutions	Operational Forms	Spanish (ES)	Non Product Specific	FOS	Making a change to your policy, New Policy	Rellene este formulario para permitir que Utmost informe con precisión sobre su póliza en virtud de los acuerdos de intercambio de información fiscal pertinentes, incluidas las normas de la Ley de Cumplimiento Tributario de Cuentas Extranjeras (FATCA) y el Estándar Común de Comunicación de Información (CRS). Este formulario debe utilizarse para los titulares de pólizas individuales, las personas autorizadas para firmar en nombre del titular de la póliza, por ejemplo, su apoderado o representante designado por un tribunal, y las personas vinculadas al fideicomiso en el que Utmost International Trustee Solutions Limited es el fideicomisario designado. Operational Forms Declaración Fiscal y Autocertificación para Personas Fisicas ULQ PR \| 13271
Cuentas Unit Linked Formulario de Retiro/Cierre/VencimientoUnit Linked Unit Linked Accounts Withdrawal/Closure/Maturity Form	Este es un Formulario de Retiro/ Cierre/Vendimiento bilingüe en español e inglés para utilizar con los productos Managed Capital Account, Managed Savings Account and Managed Pension Account.This is a bilingual Spanish and English Withdrawal/Closure/Maturity Form for use with the Managed Capital Account, Managed Savings Account and Managed Pension Account products.	Utmost International - IoM	Operational Forms	English (EN), Spanish (ES)	Managed Capital Account	FOS	Surrender or Claim	Este es un Formulario de Retiro/ Cierre/Vendimiento bilingüe en español e inglés para utilizar con los productos Managed Capital Account, Managed Savings Account and Managed Pension Account.This is a bilingual Spanish and English Withdrawal/Closure/Maturity Form for use with the Managed Capital Account, Managed Savings Account and Managed Pension Account products. Operational Forms Cuentas Unit Linked Formulario de Retiro/Cierre/VencimientoUnit Linked Unit Linked Accounts Withdrawal/Closure/Maturity Form UL PR 00431
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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