| Title | Description | Market | Asset Type | Language | Product | Regime | Process |
|---|---|---|---|---|---|---|---|
Professional Portfolio Appointment of Discretionary Fund Manager |
This form is used by a planholder to confirm their choice to add a discretionary managed investment option to their policy.This is to record the planholder’s agreement to the terms for including this investment and ensures the correct arrangements are in place. A separate form should be completed for each managed investment option selected. |
Rest of the World | Operational Forms | English (EN) | Professional Portfolio - International | FOS | |
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. |
Hong Kong (HK), Singapore (SG), Switzerland (CH) | Operational Forms | 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. |
Singapore (SG) | Operational Forms | English (EN) | Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore | 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. |
Hong Kong (HK), Rest of the World, Singapore (SG), Switzerland (CH), United Kingdom (UK) | Source of funds/wealth | English (EN) | Non Product Specific | 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. |
Singapore (SG) | Operational Forms | English (EN) | Professional Portfolio - Singapore | FOS | Surrender or Claim |
US Person Declaration Form (International) |
This form should be used where you are a non-US resident US Person wishing to buy or increase the investment in your Plan (International) |
Rest of the World | Operational Forms | English (EN) | Choice and Vision - International, Focus - International, Professional Portfolio - International | FOS | Making a change to your policy, New Policy |
Regular Premium Increase and Single Premium Top-Up Request Form (International) |
This form should be used were you want to request a regular premium increase or a single premium top-up on your unit-linked Plan (international) |
Rest of the World | Operational Forms | English (EN) | Choice and Vision - International, Focus - International | FOS | Making a change to your 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. |
Hong Kong (HK), Rest of the World, Singapore (SG), Switzerland (CH), United Kingdom (UK) | 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 |
Singapore (SG) | Investment literature/Strategies | English (EN) | Focus - Singapore | FOS | Making a change to your policy, New Policy |
Professional Portfolio Payment Methods Information for Clients and Brokers Form International |
Professional Portfolio Payment Methods Information for Clients and Brokers Form |
Rest of the World | Operational Forms | English (EN) | Professional Portfolio - International | FOS | Making a change to your policy |
Focus Life Plan Product Technical Brochure (International) |
Focus Life Plan Product Technical Brochure (International) |
Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Focus - International | FOS | ||
FOCUS Life Plan Key Features Document (International) |
Focus Life Plan Key Features Document (International). This document will help you to understand the key features of Focus Life Plan. |
Rest of the World | Right to Change Your Mind Forms and guides/KFD | English (EN) | Focus - International | FOS | New Policy |
Focus Capital Redemption Plan Product Technical Brochure (International) |
Focus Capital Redemption Plan Product Technical Brochure (International) |
Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Focus - International | FOS | ||
Focus CRB Plan Key Features Document (International) |
Focus Capital Redemption Bond Plan Key Features Document (International). This document will help you understand the key features of Focus CRB |
Rest of the World | Right to Change Your Mind Forms and guides/KFD | English (EN) | Focus - International | FOS | New Policy |
Focus Cooling off Notice (International) |
Cooling Off Notice is to be completed should you wish to exercise your right to cancel your Utmost Worldwide Limited, Focus Plan within 30 days of the Plan commencement date. |
Rest of the World | Operational Forms | English (EN) | Focus - International | 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. |
Singapore (SG) | 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 |
Singapore (SG) | Right to Change Your Mind Forms and guides/KFD | English (EN) | Focus - Singapore | FOS | New Policy |
Focus Product Summary (Singapore) |
Focus Product Summary (Singapore) |
Singapore (SG) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Focus - Singapore | FOS | New Policy |
Unit Linked Investment Services Authority Form (Hong Kong) |
This form should be used were you want to appoint an Investment Adviser to your Utmost Worldwide Limited, Unit-Linked Plan. For use in the Hong Kong market only. |
Hong Kong (HK) | Operational Forms | English (EN) | Choice and Vision - International, Focus - International | FOS | Making a change to your policy, New Policy |
Unit-Linked Alteration of Plan Investments (International) |
This form should be used to instruct a change to the Investments underlying your Utmost Worldwide Limited, Unit-Linked Plan (International) |
Rest of the World | Operational Forms | English (EN) | Choice and Vision - International, Focus - International | FOS | |
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. |
Singapore (SG) | Operational Forms | English (EN) | Choice and Vision - Singapore, Focus - Singapore | FOS | Making a change to your policy |
Unit Linked Investment Services Authority Form Qatar (International) |
This form should be used where you reside in Qatar and wish to appoint an Investment Adviser to your Utmost Worldwide Limited, Unit-Linked Plan (International) |
Operational Forms | English (EN) | Choice and Vision - International, Focus - International | FOS | ||
Professional Portfolio Preferred Trustee Partner New Business Checklist (International) |
Preferred Trustee Partner New Business Checklist should be used to assist you when submitting your Professional Portfolio Bond New Business Application. |
Rest of the World | Operational Forms | English (EN) | Choice and Vision - International, Focus - International, Professional Portfolio - International | FOS | |
Professional Portfolio Payment Instruction Form (International) |
This form should be used were you want to advise us how you want to pay premiums on your Professional Portfolio Plan |
Rest of the World | Operational Forms | English (EN) | Choice and Vision - International, Focus - International, Professional Portfolio - International | FOS | |
Professional Portfolio Premium Request Form (International) |
This form should be used to instruct an additional premium payment to your Professional Portfolio Life Plan (International) |
Rest of the World | Operational Forms | English (EN) | Choice and Vision - International, Focus - International, Professional Portfolio - International | FOS | Making a change to your policy, New Policy |
Professional Portfolio Additional Contribution Request Form (International) |
Additional Contribution Request Form is be used to should you wish to apply an additional contribution to your Professional Portfolio Bond (International) |
Rest of the World | Operational Forms | English (EN) | Choice and Vision - International, Focus - International, Professional Portfolio - International | FOS | Making a change to your policy |
Nomination of Beneficiaries Form (International) |
This form should be used to provide details of the nominated Beneficiaries of your Utmost Worldwide Limited Plan. |
Rest of the World | Operational Forms | English (EN) | Choice and Vision - International, Focus - International, Professional Portfolio - International | FOS | Making a change to your policy, New Policy |
Verification of Corporate or Trustee Identity (International) |
This form is to be used to verify the identity of a Company or a Trustee. |
Rest of the World | Operational Forms | English (EN) | Choice and Vision - International, Focus - International, Professional Portfolio - International | FOS | Making a change to your policy, New Policy, Surrender or Claim |
US Assignee Declaration Form (International) |
This form should be used were a US Assignee takes an interest in a Plan (International) |
Rest of the World | Operational Forms | English (EN) | Choice and Vision - International, Focus - International, Professional Portfolio - International | FOS | |
Online Service Centre Registration (as an individual) Request (International) |
This form should be used were you want to register (as an Individual) for access the Utmost Worldwide Online Service Centre (International) |
Rest of the World | Operational Forms | English (EN) | Non Product Specific | FOS | |
Professional Portfolio Structured Product Confirmation (International) |
This form should be used where you want to include structured products as underlying investments on your Professional Portfolio Plan |
Rest of the World | Operational Forms | English (EN) | Choice and Vision - International, Focus - International, Professional Portfolio - International | FOS | |
Payment Instruction Form (International) |
This form should be used were you want to give us premium payment instructions (international) |
Rest of the World | Operational Forms | English (EN) | Choice and Vision - International, Focus - International, Professional Portfolio - International | FOS | Making a change to your policy |
Online Service Centre Registration as Trustee Request (International) |
This form is to be used to register for Trustee access our Online Service Centre (International) |
Rest of the World | Operational Forms | English (EN) | Non Product Specific | FOS | |
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. |
Hong Kong (HK), Rest of the World, Singapore (SG) | 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. |
Rest of the World, Singapore (SG) | 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 |
Cross-Border Independent Financial Advice Notice (International) |
Cross-Border Independent Financial Advice Notice, for use in the International market, to be used to declare that you have sought unsolicited cross-border financial advice for your Utmost Worldwide Limited Plan. |
Rest of the World | Operational Forms | English (EN) | Choice and Vision - International, Focus - International, Professional Portfolio - International | FOS | |
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. |
Rest of the World, Singapore (SG) | Operational Forms | English (EN) | Choice and Vision - International, Choice and Vision - Singapore, Focus - International, Focus - Singapore | FOS | Surrender or Claim |
New Business Application/Quotation System Broker Registration Request Form (International) |
New Business Application/Quotation System Registration Request Form, for use by Intermediaries in the International market, to register for access to our Online Service Centre. |
Rest of the World | Application Form | English (EN) | Non Product Specific | FOS | New Policy |
Unit-Linked Regular Withdrawal Payment Request Form (International) |
Unit-Linked Regular Withdrawal Request Form, for use in the International market, to request a regular withdrawals from your Unit-Linked, Utmost Worldwide Limited Plan. |
Rest of the World | Operational Forms | English (EN) | Choice and Vision - International, Focus - International | FOS | Surrender or Claim |
Policy Terms and Conditions for Focus Life Plan – International |
Policy Terms and Conditions for Focus Life Plan International version Utmost Worldwide Singapore branch’s. |
Rest of the World | Policy Conditions | English (EN) | Focus - International | FOS | Making a change to your policy, New Policy, Surrender or Claim |
Application Form for Individuals for a Focus Life Plan (International) with Utmost Worldwide |
Application Form for Individuals for a Focus Life Plan (International). Not for use in Singapore. |
Rest of the World | Application Form | English (EN) | Focus - International | FOS | New Policy |
Policy Terms and Conditions for Focus Capital Redemption Plan – International |
Policy Terms and Conditions for Utmost Worldwide Singapore branch’s Focus Capital Redemption Plan – International version. |
Rest of the World | Policy Conditions | English (EN) | Focus - International | FOS | Making a change to your policy, New Policy, Surrender or Claim |
Application Form for Individuals for a Focus Capital Redemption Plan (International) with Utmost Worldwide |
Application Form for Individuals for a Focus Capital Redemption Plan (International). |
Rest of the World | Application Form | English (EN) | Focus - International | FOS | New Policy |
Policy Terms and Conditions for Focus Life |
Policy Terms and Conditions for Utmost Worldwide Singapore branch’s Focus Life. |
Singapore (SG) | Policy Conditions | English (EN) | Focus - Singapore | FOS | Making a change to your policy, New Policy, Surrender or Claim |
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. |
Singapore (SG) | Operational Forms | English (EN) | Choice and Vision - Singapore, Focus - Singapore | FOS | Making a change to your policy, New 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. |
Singapore (SG) | Operational Forms | English (EN) | Choice and Vision - Singapore | FOS | Making a change to your 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. |
Singapore (SG) | Operational Forms | English (EN) | Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore | FOS | Making a change to your policy, New Policy |
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. |
Singapore (SG) | 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. |
Singapore (SG) | Application Form | English (EN) | Focus - Singapore | FOS | 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. |
Singapore (SG) | Operational Forms | English (EN) | Choice and Vision - Singapore, Focus - Singapore | FOS | Making a change to your 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. |
Singapore (SG) | Operational Forms | English (EN) | Choice and Vision - Singapore, Focus - 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 |
Singapore (SG) | 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 |
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. |
Singapore (SG) | Operational Forms | English (EN) | Professional Portfolio - Singapore | FOS | Surrender or Claim |
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 |
Singapore (SG) | Operational Forms | English (EN) | Professional Portfolio - 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 |
Singapore (SG) | Application Form | English (EN) | Professional Portfolio - Singapore | FOS | Making a change to your policy |
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. |
Singapore (SG) | Operational Forms | English (EN) | Choice and Vision - Singapore, Focus - Singapore | FOS | Making a change to your 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. |
Singapore (SG) | Operational Forms | English (EN) | Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore | FOS | New 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. |
Singapore (SG) | Operational Forms | English (EN) | Focus - 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. |
Singapore (SG) | Operational Forms | English (EN) | Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore | FOS | Making a change to your 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. |
Singapore (SG) | Operational Forms | English (EN) | Choice and Vision - Singapore, Focus - Singapore, Professional Portfolio - Singapore | FOS | Making a change to your policy, New Policy |
Focus Single Premium Top-Up |
This document outlines the advantages of adding single premiums to a Focus plan for Utmost Worldwide, Singapore Branch. |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Focus - Singapore | FOS | Making a change to your policy, New 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. |
Singapore (SG) | Compliance and Risk Collateral (privacy notices/footers etc) | English (EN) | Non Product Specific | FOS | |
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’ |
Europe Expat, European Union (EU), Finland (FI), France (FR), Hong Kong (HK), Italy (IT), Middle East, Monaco (MC), Portugal (PT), Rest of the World, Singapore (SG), Spain (ES), Sweden (SE), Switzerland (CH), United Kingdom (UK) | Compliance and Risk Collateral (privacy notices/footers etc) | English (EN) | Non Product Specific | FOS | New Policy |