Documents
| Title | Description | Market | Asset Type | Language | Product | Regime | Process |
|---|---|---|---|---|---|---|---|
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. |
Spain (ES) | Key Information Document | English (EN) | Spanish Collective Investment Bond | FOS | New Policy |
Swedish Executive Portfolio – PRIIPs 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. |
Sweden (SE) | Key Information Document | English (EN) | Swedish Executive Portfolio – PRIIPs | FOS | New Policy |
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. |
Spain (ES) | Key Information Document | Spanish (ES) | Spanish Collective Investment Bond | FOS | New Policy |
Swedish Executive Portfolio PRIIP – Faktablad Produkter |
Detta dokument innehåller nyckelinformation om denna investeringsprodukt. Informationen, som är föreskriven i lag, är avsedd att klargöra produktens egenskaper, risker, kostnader, potentiella vinster och förluster. |
Sweden (SE) | Key Information Document | Swedish (SV) | Swedish Executive Portfolio – PRIIPs | FOS | New Policy |
European Executive 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. |
Malta (MT) | Key Information Document | English (EN) | European Executive Investment Bond – PRIIPs | FOS | New Policy |
KID – Apex France |
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. |
France (FR) | Key Information Document | English (EN) | Apex (France) | FOS | New Policy |
Private Wealth Portfolio Italy Key Information Document |
This document contains key information about PWP Italy. The information, prescribed by law, is intended to clarify the characteristics, risks, costs, gains and potential losses of the product. |
Italy (IT) | Key Information Document | English (EN) | Private Wealth Portfolio - Italy | FOS | New Policy |
International PWP 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 English version. |
Mexico (MX) | Key Information Document | English (EN) | International Private Wealth Portfolio | FOS | New Policy |
KID PWP Portugal |
This document provides you with key information about this investment product. It is not marketing material. The information is required by law to help you understand the nature, risks, costs, potential gains and losses of this product and to help you compare it with other products. |
Portugal (PT) | Key Information Document | English (EN) | Private Wealth Portfolio - Portugal | FOS | New Policy |
KID Apex Portugal |
Key Information Document KID Apex Portugal UPE PR 12908 |
Europe Expat | Key Information Document | English (EN) | Apex (Portugal) | FOS | New Policy |
KID PWP Portugal |
This document provides you with key information about this investment product. It is not marketing material. The information is required by law to help you understand the nature, risks, costs, potential gains and losses of this product and to help you compare it with other products. |
Portugal (PT) | Key Information Document | Portuguese (PT) | Private Wealth Portfolio - Portugal | FOS | |
Documento de Informação Fundamental – Apex Portugal |
Key Information Document Documento de Informação Fundamental – Apex Portugal UPE PR 12794 |
Europe Expat | Key Information Document | Portuguese (PT) | Apex (Portugal) | FOS | New Policy |
Target 10 vuotta Avaintietoasiakirja |
Tämä asiakirja sisältää keskeiset tiedot tästä sijoitustuotteesta. Laissa säädettyjen tietojen tarkoituksena on selventää tuotteen ominaisuuksia, riskejä, kustannuksia, tuottoja ja mahdollisia tappioita. |
Finland (FI) | Key Information Document | Finnish (FI) | Target | FOS | New Policy |
Target 15 vuotta Avaintietoasiakirja |
Tämä asiakirja sisältää keskeiset tiedot tästä sijoitustuotteesta. Laissa säädettyjen tietojen tarkoituksena on selventää tuotteen ominaisuuksia, riskejä, kustannuksia, tuottoja ja mahdollisia tappioita. |
Finland (FI) | Key Information Document | Finnish (FI) | Target | FOS | New Policy |
Wealth Portfolio Finland Henkivakuutussopimus Kulurakenteet A-D Avaintietoasiakirja |
Tämä asiakirja sisältää keskeiset tiedot tästä sijoitustuotteesta. Laissa säädettyjen tietojen tarkoituksena on selventää tuotteen ominaisuuksia, riskejä, kustannuksia, tuottoja ja mahdollisia tappioita. |
Finland (FI) | Key Information Document | Finnish (FI) | Wealth Portfolio Finland | FOS | New Policy |
Wealth Portfolio Finland Kapitalisaatiosopimus Kulurakenteet A-D Avaintietoasiakirja |
Tämä asiakirja sisältää keskeiset tiedot tästä sijoitustuotteesta. Laissa säädettyjen tietojen tarkoituksena on selventää tuotteen ominaisuuksia, riskejä, kustannuksia, tuottoja ja mahdollisia tappioita. |
Finland (FI) | Key Information Document | Finnish (FI) | Wealth Portfolio Finland | FOS | New Policy |
Wealth Portfolio Finland Henkivakuutussopimus Kulurakenne E Avaintietoasiakirja |
Tämä asiakirja sisältää keskeiset tiedot tästä sijoitustuotteesta. Laissa säädettyjen tietojen tarkoituksena on selventää tuotteen ominaisuuksia, riskejä, kustannuksia, tuottoja ja mahdollisia tappioita. |
Finland (FI) | Key Information Document | Finnish (FI) | Wealth Portfolio Finland | FOS | New Policy |
Wealth Portfolio Finland Kapitalisaatiosopimus Kulurakenne E Avaintietoasiakirja |
Tämä asiakirja sisältää keskeiset tiedot tästä sijoitustuotteesta. Laissa säädettyjen tietojen tarkoituksena on selventää tuotteen ominaisuuksia, riskejä, kustannuksia, tuottoja ja mahdollisia tappioita. |
Finland (FI) | Key Information Document | Finnish (FI) | Wealth Portfolio Finland | FOS | New Policy |
Document d’information Clé – Private Wealth Portfolio France |
Ce document contient des informations clés sur ce produit d’investissement. Ces informations, prescrites par la loi, sont destinées à clarifier les caractéristiques, les risques, les coûts, les gains et les pertes potentielles du produit. |
France (FR) | Key Information Document | French (FR) | Private Wealth Portfolio (PWP) France | FOS | New Policy |
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. |
Spain (ES) | Key Information Document | English (EN) | Private Wealth Portfolio - Spain | FOS | New Policy |
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. |
Spain (ES) | Key Information Document | Spanish (ES) | Private Wealth Portfolio - Spain | FOS | New Policy |
Target 5 vuotta Avaintietoasiakirja |
Tämä asiakirja sisältää keskeiset tiedot tästä sijoitustuotteesta. Näiden lakisääteisten tietojen tarkoituksena on selventää tuotteen ominaisuuksia, riskejä, kustannuksia, mahdollisia voittoja ja tappioita. |
Finland (FI) | Key Information Document | Finnish (FI) | Target | FOS | New Policy |
Private Wealth Portfolio Italia KID Documento contenente le Informazioni Chiave |
Questo documento contiene le informazioni chiave relative al prodotto d’investimento-assicurativo. Dette informazioni, prescritte per legge, servono a chiarire le caratteristiche, i rischi, i costi, i guadagni e le perdite potenziali del prodotto. |
Italy (IT) | Key Information Document | Italian (IT) | Private Wealth Portfolio - Italy | FOS | New Policy |
Private Wealth Portfolio UK Discretionary 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. |
United Kingdom (UK) | Key Information Document | English (EN) | Private Wealth Portfolio - UK | FOS | New Policy |
KID – Delegation Capital Redemption |
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 . |
United Kingdom (UK) | Key Information Document | English (EN) | Delegation | FOS | New Policy |
KID – Delegation Life |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Delegation | FOS | New Policy |
KID – Selection Capital Redemption |
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 . |
United Kingdom (UK) | Key Information Document | English (EN) | Selection | FOS | New Policy |
KID – Selection Life |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Selection | FOS | New Policy |
KID – Generation Planning Bond |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Generation Planning Bond | FOS | New Policy |
PWP España Formulario de Estrategia de Inversión |
Investment literature/Strategies PWP España Formulario de Estrategia de Inversión UPE_WS | 04501 |
Spain (ES) | Investment literature/Strategies | Spanish (ES) | Private Wealth Portfolio - Spain | Making a change to your policy, New Policy | |
Change of Discretionary Investment Strategy Form |
This form is to be completed if you wish to change the discretionary investment strategies underlying your Utmost PanEurope dac Policy either in isolation or in association with an additional premium. |
Chile (CL), Mexico (MX), United Kingdom (UK) | Operational Forms | English (EN) | Private Wealth Portfolio - UK | 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. |
Rest of the World, Singapore (SG), United Kingdom (UK) | 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. |
Europe Expat, Rest of the World, Singapore (SG), Spain (ES), Sweden (SE), United Kingdom (UK) | 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 FAQs (Intermediary) |
This sales aid aims to answer any questions an Adviser may have about the Lifestyle Trust. |
Middle East, Rest of the World, United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Non Product Specific | FOS | New Policy |
Additional Loan Agreement and Acknowledgement of Receipt of Loan by Trustees |
This agreement is for use with the existing Loan Trusts offered by Utmost International. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | New Policy | |
Lifestyle Trust – Options at Vesting Date |
Lifestyle Trust – Options at Vesting Date |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Deferring a Policy Fund Entitlement |
This form needs to be completed when a client requests to change their Policy Fund entitlements. |
Middle East, Rest of the World, United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Lifestyle Trust FAQs (Client) |
This question and answer document aims to answer any questions a client may have about the Lifestyle Trust. |
Middle East, Rest of the World, United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | 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). |
Middle East, Singapore (SG) | 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 |
Europe Expat, Hong Kong (HK), Middle East, Singapore (SG), Sweden (SE), United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | 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. |
Europe Expat, Middle East, Rest of the World, Singapore (SG), United Kingdom (UK) | 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. |
Europe Expat, Middle East, Rest of the World, Singapore (SG), United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | FOS | New Policy |
Lifestyle Trust Client Brochure |
This brochure helps explain how the Lifestyle Trust can be used for inheritance tax planning with either an Utmost International Isle of Man Limited or Utmost PanEurope dac bond. |
Middle East, Rest of the World, United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Digital Signature Application Form – Non UK |
Digital signature application form – not for use in the UK |
Europe Expat, Middle East, Rest of the World, Singapore (SG) | 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 |
Not country specific | Operational Forms | English (EN) | Non Product Specific | FOS | Addition to your Policy, New Policy |
Request to Restrict Assets – Wealth Bond |
Please use this form if you wish to request Utmost International Isle of Man Limited or Utmost PanEurope dac to restrict the assets to a International Wealth Bond or European Wealth Bond. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Appointing an Authorised Custodian – Wealth bond |
Please use this form to request Utmost International Isle of Man Limited or Utmost PanEurope dac to appoint an authorised custodian. This form is only for use with the International Wealth Bond or European Wealth Bond. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | Making a change to your policy | |
Application Form to Top-Up an Existing Utmost International Portfolio Bond with Utmost Wealth Solutions |
Application Form to Top-Up an existing Utmost International Portfolio Bond. Products include, European Collective Investment Bond, European Executive Investment Bond, Collective Investment Bond, Collective Redemption Bond, Executive Investment Bond, Executive Redemption Bond, European Portfolio Bond, European Portfolio Bond Redemption, European Portfolio Bond Life, International Portfolio Bond Redemption, International Executive Portfolio Life and International Executive Portfolio Redemption. |
Europe Expat, Sweden (SE), United Kingdom (UK) | Application Form | English (EN) | European Executive Investment Bond – PRIIPs, Executive Redemption Bond, Executive Redemption Bond – QIME, International Portfolio Bond (Closed), Spanish Collective Investment Bond | FOS | Making a change to your policy |
The Real Benefit of Gross Roll-Up |
This document is directed at professional advisers and shows how international bonds benefit from gross roll-up. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New 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. |
Europe Expat, Middle East, Singapore (SG), United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Request for Utmost International to Appoint an Authorised Custodian |
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 – Collective Investment Plan, Executive Life Portfolio, Spanish Collective Investment Bond, Life Investment Portfolio, Life Investment Portfolio Plus, and Wealth Management Plan. |
Europe Expat, Middle East, Rest of the World, Sweden (SE) | Operational Forms | English (EN) | Executive Life Portfolio, Life Insurance Portfolio, Life Insurance Portfolio Plus, Spanish Collective Investment Bond | FOS | Making a change to your 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. |
Europe Expat, Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK) | 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 |
Request to Add or Remove a Life Assured Form |
This form can be used to add or remove a life assured on your Utmost International Portfolio Bond. |
Europe Expat | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your 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. |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | 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) |
Europe Expat, Middle East, Rest of the World, Singapore (SG), United Kingdom (UK) | 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. |
Europe Expat, Middle East, Rest of the World, Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Request a Withdrawal on Wealth Interactive Guide |
This guide demonstrates how you can request a one-off withdrawal in three easy steps through Wealth Interactive. |
Europe Expat, Hong Kong (HK), Rest of the World, United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | Surrender or Claim |
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. |
Europe Expat, Hong Kong (HK), Middle East, Singapore (SG), United Kingdom (UK) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Portfolio Bond Withdrawal / Surrender Form |
Surrender and Withdrawal Request Form for Portfolio Bond |
Europe Expat, Hong Kong (HK), Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK) | 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 |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | 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. |
Europe Expat, Hong Kong (HK), Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Authorised Custodian Internet Service Request Form |
This form can be used to request access to the view only internet service provided by the authorised custodian. |
Europe Expat, Middle East | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Data Subject Access Request Form |
This form is for you, or someone you have authorised to represent you, to request a copy of the personal information we hold for you. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | Making a change to your 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. |
Finland (FI), France (FR), Hong Kong (HK), Italy (IT), Mexico (MX), Middle East, Portugal (PT), Singapore (SG), Spain (ES), Sweden (SE), Switzerland (CH), United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy, New 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. |
Singapore (SG) | 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. |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Non Product Specific | New Policy | |
How to Complete the Second Schedule |
Sales aid explaining how the Second Schedule of the Lifestyle Trust Deed should be completed. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Tax Information for Irish Residents |
This document provides a high-level summary of the tax that applies to a life or redemption bond issued by a UK, Isle of Man or Ireland Insurer when held by a policyholder who becomes resident in Ireland. |
Europe Expat | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | New Policy | |
Stockbroker and custody charges |
This sales aid shows the stockbroker and custody charges that may apply on Portfolio Bonds. |
Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy | |
Authorised Custodian Model Guide – Singapore |
A guide to help you understand our Authorised Custodian Model. |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | New Policy | |
Request for Utmost to Appoint a new/additional Discretionary Asset Manager |
This form should be used for International Wealth Bond or European Wealth Bond policyholders only, who would like to change their discretionary asset manager. This form should be used where you have not requested Quilter International to restrict the asset range. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Amendment to Wealth Interactive, Policyholder Online Service Terms (Providing Limited Access) |
This form allows Trustee Policyholders to request online access for their Clients/Members. |
Singapore (SG) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your 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. |
ASIA, Europe Expat, Finland (FI), France (FR), Germany (DE), Hong Kong (HK), Italy (IT), Mexico (MX), Middle East, Peru (PE), Portugal (PT), Singapore (SG), Spain (ES), Sweden (SE), Switzerland (CH), United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Addition to your Policy, Making a change to your policy, New Policy, Surrender or Claim |
Deed of Absolute Appointment in Favour of one or more Discretionary Beneficiaries (Manx Law) |
This deed is for guidance only and may be considered suitable where an Utmost International Isle of Man Limited orUtmost PanEurope dac discretionary trust subject to Manx Law has been used. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | 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 |
Europe Expat, Middle East, Singapore (SG), United Kingdom (UK) | 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. |
Hong Kong (HK), Singapore (SG), United Kingdom (UK) | Application Form | English (EN) | Non Product Specific, Offshore Collective Investment Bond (Closed) | FOS | Making a change to your policy |
Stay In Touch with your Investments with Wealth Interactive |
A client brochure promoting the benefits of using Wealth Interactive online service. |
Europe Expat, Middle East, Rest of the World | Guides and Supporting Documents | English (EN) | Non Product Specific | FOS | New Policy |
Wealth Interactive Third Party and Other Users Matrix |
A quick user guide showing what functionality is available to each user role |
Europe Expat, Singapore (SG), United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Non Product Specific | FOS | New Policy |
Discounted Gift Trust Declaration of Continuing Good Health Form |
This declaration should be completed by the settlor to confirm that their health has not changed since the date of the original application toUtmost Innternational Isle of Man Limited, Utmost International Trustee Solutions Limited orUtmost PanEurope dac. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your 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. |
Europe Expat, Hong Kong (HK), Middle East, Rest of the World, Singapore (SG), United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Loan Trust Deed – Manx Law Discretionary Version – Limited Liability Form |
Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man Limited investments. |
Middle East, Rest of the World, United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | FOS | New Policy |
Request to Appoint a Discretionary Asset Manager (on an Advisory or Discretionary Authority) |
Please use this form to appoint a discretionary asset manager on an advisory or discretionary authority. |
Europe Expat, Middle East, United Kingdom (UK) | Operational Forms | 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. |
Europe Expat, Middle East, Rest of the World, Singapore (SG), United Kingdom (UK) | Guides and Supporting Documents | English (EN) | Non Product Specific | FOS | New Policy |
UK Inheritance tax (IHT) |
Infographic to raise awareness of IHT. |
United Kingdom (UK) | Marketing Collateral | English (EN) | Non Product Specific | FOS | Making a change to your policy, New Policy |
Bereavement Claim Form |
Bereavement Claim Form for Life Assurance Bonds |
United Kingdom (UK) | Operational Forms | English (EN) | Evolution, Selection | FOS | Surrender or Claim |
Technical Sales Briefing – Order of Gifts |
This briefing looks at various issues and scenarios around the order of making gifts and attempts to explain what steps can be taken to help ensure the most beneficial result for all. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New 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. |
Europe Expat, Hong Kong (HK), Singapore (SG), Sweden (SE) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Intermediary Registration Application QINTL IOM and QII |
Intermediary Registration Application IOM and QII – for non UK intermediaries only |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Quick guide to trusts |
Sales aid addressing some of the common misconceptions and issues faced with being a trustee. |
United Kingdom (UK) | Guides and Supporting Documents | English (EN) | Non Product Specific | FOS | New Policy |
Technical Sales Briefing – Personal Representatives and the Payment of Tax on Death |
This Technical Sales Briefing looks at the income tax position on the death of a policy owner and the role of the PRs and includes comment on how single premium bonds can be set up to provide planning opportunities to manage the incidence of chargeable events. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | New Policy | |
Inheritance Tax Liability and the Statutory Residence Test |
This guide explains Domicile, Remittance Basis and Excluded Property Trust. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Discretionary Trust – Settlor cannot be a Beneficiary |
The Trust Deed may be used by a single Settlor or joint Settlors, who wish to place a new or existing bond into a Discretionary Trust and where the investment is with Utmost International Isle of Man Limited or Utmost PanEurope dac. |
United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Technical Sales Briefing – Finance Act 2006 and Interest in Possession (IIP) Trusts |
Technical Sales Briefing on the Finance Act 2006 and Interest in Possession (IIP) Trusts |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | New Policy | |
Technical Sales Briefing – International Investment Bonds and VAT Exempt DFM Service for Ireland |
This Technical Sales Briefing has been designed to explain the background to the publication of the Irish Revenue, including the differences in the two tax codes and the effect of this guidance on both conventional international investment bonds and bonds. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | New Policy | |
Trust Register Internal Form |
Trust Register Internal Form |
United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | FOS | Making a change to your policy, New Policy |
Questionário Sobre a Origem do Património |
Questionário Sobre a Origem do Património para fornecer detalhes sobre o património de um cliente |
Portugal (PT) | Operational Forms | Portuguese (PT) | Apex (Portugal), Compass (Closed), Compass DFM (Closed), Private Wealth Portfolio - Portugal | FOS | Addition to your Policy, New Policy |
UWS Impact of Charges for Advice on your Policy |
Charges for advice and/or related services are agreed between you and your adviser.This guide is designed to be used where you have added a charge for advice to your policy or have changed the existing level of adviser charges being paid. It explains the impact charges for advice will have on the value of your policy over time. |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Non Product Specific | FOS | Addition to your Policy, Making a change to your policy, New Policy |
Pay-By-Link Guia De Usuário |
Utmost Wealth Solutions Pay-By-Link Guia De Usuário |
Guides and Supporting Documents | English (EN) | Non Product Specific | FOS | Making a change to your policy, New Policy | |
Technical Sales Briefing – Personal Portfolio Bonds |
This Technical Briefing – Personal Portfolio Bonds outlines what constitutes a PPB, considers in detail how such policies are taxed and looks at some other related areas that an adviser may wish to understand. |
Europe Expat, Hong Kong (HK), United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | |
Utmost Group Adviser Payment Guide |
Document to support advisers with locating the origin of adviser payments and the online portal to access them for the relevant policies. |
Guides and Supporting Documents | English (EN) | Non Product Specific | FOS | Adviser Technical Insights and Webinars | |
Before Surrendering |
Guides and Supporting Documents Before Surrendering UWS PR 00431 |
Europe Expat, Hong Kong (HK), Middle East, Rest of the World, United Kingdom (UK) | Guides and Supporting Documents | English (EN) | Non Product Specific | FOS | Surrender or Claim |
Varallisuuden Lähde |
Varallisuuden Lähde asiakkaan varallisuustietojen toimittamisesta |
Finland (FI) | Operational Forms | Finnish (FI) | Non Product Specific | FOS | Making a change to your policy, New Policy |
Pay-By-Link Guía De Usuario |
Utmost Wealth Solutions Pay-By-Link Guía De Usuario |
Guides and Supporting Documents | Spanish (ES) | Non Product Specific | FOS | Making a change to your policy, New Policy | |
Residence Nil Rate Band (RNRB) Quick Guide – Infographic |
This guide contain references to the appropriate page numbers from our technical briefing on RNRB. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
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. |
Finland (FI), Spain (ES) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | Making a change to your policy |
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. |
Spain (ES), Sweden (SE) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Technical Sales Briefing – Trust Registration Service |
This document details change to the UK Trust Registration Service (TRS) |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
External Manager, Custodian and Platform Agreement List |
This document is applicable for the following products only: Utmost PanEurope dac’s Selection and Generation Planning Bond as well as Utmost International Isle of Man Limited’s Evolution and Estate Planning Bond. |
United Kingdom (UK) | Investment literature/Strategies | English (EN) | Estate Planning Bond, Evolution, Generation Planning Bond, Selection | FOS | Making a change to your policy, New Policy |
Technical Sales Briefing – Top 10 reasons for using an International Investment Bond (IIB) |
Top 10 reasons for UK residents to use an overseas life assurance or capital redemption bond, referred to as an Overseas Investment Bond (OIB) throughout this guide. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | International Investment Bond (Closed), Non Product Specific | FOS | Adviser Technical Insights and Webinars |
UK Onshore and Overseas Comparison – Technical Sales Briefing |
This document offers a comparison between UK Offshore and Overseas. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Direct Security Discretionary Solutions |
This is a brochure explaining our Direct Security Discretionary Solutions. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Delegation, Private Wealth Portfolio - UK | FOS | Making a change to your policy, New Policy |
Utmost Annual Report Summary 2025 ITALY |
Marketing Collateral Utmost Annual Report Summary 2025 ITALY UWS | 25213 |
Marketing Collateral | Italian (IT) | New Wealth Product - Italy, Private Wealth Portfolio - Italy, Private Wealth Portfolio - Italy - Cordusio, Private Wealth Portfolio - Italy - Mediobanca | FOS | ||
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. |
Not country specific | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | Making a change to your policy, New Policy |
Overseas Insurance Bonds as Trust Investments |
This briefing document looks at why bonds issued from overseas insurers can be a highly effective investment vehicle for a UK resident trust. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
The Utmost Advantage – Fitch Ratings |
Marketing Collateral The Utmost Advantage – Fitch Ratings UWS | 25200 |
Marketing Collateral | English (EN) | Non Product Specific | FOS | ||
French Executive Portfolio Appointment of Fund Adviser Form |
This form can be used if you wish to appoint a firm to act as a discretionary fund advisor on your French Executive Portfolio. |
Europe Expat | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
UPE Declaration of Residence Outside of Ireland |
Utmost PanEurope Policyholders resident outside of Ireland must make the declarations contained in this form in order to receive payments without the deduction of Irish tax if they hold a policy issued by an Irish insurer. |
Europe Expat, Rest of the World, United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy, Surrender or Claim |
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. |
Belgium (BE), Cyprus (CY), Spain (ES), Sweden (SE) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
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. |
Spain (ES) | Product Guides/Brochures/Snapshots and Training Materials | 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 with Utmost PanEurope dac |
Additional Requirements Application Form to be used by Trustee Applicants for the Spanish Collective Investment Bond. |
Spain (ES) | Application Form | English (EN) | Spanish Collective Investment Bond | FOS | New Policy |
Payment Instruction Form |
This form is for use with Utmost PanEurope dac. Omega and Integra policies. |
Europe Expat | Operational Forms | English (EN) | Non Product Specific | Making a change to your policy | |
Application Form for New Business and Top-Up into French Executive Portfolio with Utmost PanEurope dac |
Application Form can for Individual and Joint Investors wishing to invest in the French Executive Portfolio. For New Business and Top-Ups. Please note that you will also need to fill out the Tax Declaration and Self Certification document, if applicable. |
Europe Expat | Application Form | English (EN) | Non Product Specific | FOS | New Policy |
French Executive Portfolio – Clause bénéficiaire démembrée avec quasi-usufruit |
Please use this form if your client would like to nominate a beneficiary using a clause bénéficiaire démembrée specific to French law |
France (FR) | Operational Forms | French (FR) | Non Product Specific | FOS | New Policy |
French Executive Portfolio Dealing Form |
This form can be used if your clients wish to change the assets their French Executive Portfolio is linked to. |
Europe Expat | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | Making a change to your policy |
French Executive Portfolio Withdrawal/Closure Form |
This form can be used to request a withdrawal or closure of policy from the French Executive Portfolio. |
Europe Expat | Operational Forms | English (EN) | Non Product Specific | FOS | Surrender or Claim |
Policy Terms and Conditions for the Swedish Executive Portfolio – PRIIPs |
Policy Terms and Conditions for Utmost PanEurope dac’s Swedish Executive Portfolio – PRIIPs. |
Sweden (SE) | Policy Conditions | English (EN) | Swedish Executive Portfolio – PRIIPs | FOS | New Policy |
Swedish Executive Portfolio Loan Appendix Form |
Complete this form if you wish for the Loan Appendix contained in this document to be incorporated into your policy. |
Sweden (SE) | Operational Forms | English (EN) | Swedish Executive Portfolio – PRIIPs | FOS | Making a change to your policy |
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. |
Spain (ES) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Spanish Collective Investment Bond | FOS | New Policy |
Beneficiary Nomination Request for non UK residents |
This is a Beneficiary Nomination Request form for non UK resident Policyholders for Utmost PanEurope dac |
Europe Expat | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
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. |
Spain (ES) | Operational Forms | English (EN) | Spanish Collective Investment Bond | FOS | New Policy |
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. |
Spain (ES) | Application Form | English (EN) | Spanish Collective Investment Bond | FOS | New Policy |
Privatansökan ansökningsblankett (Swedish Executive Portfolio Application Form for Individual Investors) Utmost PanEurope dac |
Application Form for Individual Investors wishing to invest in the Swedish Executive Portfolio – PRIIPs. This application is bilingual. Please note that you will also need to fill out the Tax Declaration and Self Certification document. |
Sweden (SE) | Application Form | English (EN), Swedish (SV) | Swedish Executive Portfolio – PRIIPs | FOS | New Policy |
Företagsansökan ansökningsblankett (Swedish Executive Portfolio Application Form for Corporate Investors) Utmost PanEurope dac |
Application Form for Corporate Investors wishing to invest in the Swedish Executive Portfolio – PRIIPs. This application is bilingual. Please note that you will also need to fill out the Tax Declaration and Self Certification document. |
Sweden (SE) | Application Form | English (EN), Swedish (SV) | Swedish Executive Portfolio – PRIIPs | FOS | New Policy |
Policy Terms and Conditions for European Executive Investment Bond – PRIIPs |
Policy Terms and Conditions for Utmost PanEurope dac’s European Executive Investment Bond – PRIIPs. |
Malta (MT) | Policy Conditions | English (EN) | European Executive Investment Bond – PRIIPs | FOS | New Policy |
Ansökan om tilläggsinvestering till din Swedish Executive Portfolio (Top-up Form) with Utmost PanEurope dac |
Gäller för privatägd, samt företagsägd försäkring. Please use this form if you would like to add an additional lump sum to an existing Swedish Executive Portfolio. This form can be used for Individual and Corporate Investors. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document, if applicable. |
Sweden (SE) | Application Form | English (EN), Swedish (SV) | Swedish Executive Portfolio – PRIIPs | FOS | New Policy |
Swedish Executive Portfolio Client Brochure (English) |
Client product brochure promoting the benefits of the Swedish Executive Portfolio. |
Sweden (SE) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Swedish Executive Portfolio – PRIIPs | New Policy | |
Produktbroschyr om Swedish Executive Portfolio (Client Brochure) |
Client brochure to promote the benefits of the Swedish Executive Portfolio. This brochure is in Swedish. |
Sweden (SE) | Product Guides/Brochures/Snapshots and Training Materials | Swedish (SV) | Swedish Executive Portfolio – PRIIPs | FOS | New Policy |
Formulär för förordnande av förmånstagare för Swedish Executive Portfolio med flera försäkringstagare (Nomination Form – to Nominate Beneficiaries Under the Swedish Executive Portfolio with multiple Policyholders) |
Fyll i det här formuläret om försäkringstagarna vill förordna att äganderätten till Swedish Executive Portfolio vid en eller flera försäkringstagares död ska övergå till de kvarvarande försäkringstagarna, och vid den sista försäkringstagarens död till de förmånstagare. (This form is to be used when the Policyholder wishes to nominate that the ownership of the Swedish Executive Portfolio is transferred upon death of the Policyholders to the surviving policyholders and upon death of the last policyholder to the beneficiaries nominated in this form. This form is to be used when there are multiple policyholders.) |
Sweden (SE) | Operational Forms | English (EN), Swedish (SV) | Swedish Executive Portfolio – PRIIPs | FOS | New Policy |
Formulär för förordnande av förmånstagare för Swedish Executive Portfolio med en försäkringstagare (Nomination Form – to Nominate Beneficiaries Under the Swedish Executive Portfolio, with one Policyholder) |
Fyll i det här formuläret om försäkringstagaren vill förordna att äganderätten till Swedish Executive Portfolio vid försäkringstagarens död ska övergå till de förmånstagare. (This form is to be used when the Policyholder wishes to nominate that the ownership of the Swedish Executive Portfolio is transferred upon death of the Policyholders to the beneficiaries nominated in this form. This form is to be used when there is only one policyholder.) |
Sweden (SE) | Operational Forms | English (EN), Swedish (SV) | Swedish Executive Portfolio – PRIIPs | FOS | New Policy |
Överföra tillgångar till din Swedish Executive Portfolio (Transferring Assets to your Swedish Executive Portfolio) |
Använd det här formuläret vid överföring av externa tillgångar till en Swedish Executive Portfolio. Se till att skaffa och läsa den tillämpliga kundbroschyren och försäkringsvillkoren för din Swedish Executive Portfolio innan det här formuläret fylls i. This form should be used when transferring external assets to a Swedish Executive Portfolio. |
Sweden (SE) | Operational Forms | English (EN), Swedish (SV) | Swedish Executive Portfolio – PRIIPs | FOS | New Policy |
Blankett för investeringsinstruktion – Swedish Executive Portfolio Dealing Instruction Form UPE |
Blankett för investeringsinstruktion – Swedish Executive Portfolio Dealing Instruction form UPE. |
Sweden (SE) | Investment literature/Strategies | English (EN), Swedish (SV) | Swedish Executive Portfolio – PRIIPs | FOS | New Policy |
Utse en investeringsrådgivare till din Swedish Executive Portfolio (Appointing a Fund Adviser) |
Denna blankett ska inte användas om ytterligare livförsäkringsskydd ingår (eller ska ingå) eller om försäkringstagaren har eller i framtiden kan komma att ha sin hemvist i storbritannien. Blanketten kan inte användas för att ta bort en livförsäkrad, utan endast för att lägga till livförsäkrade. Please use this form to appoint a fund adviser to a Swedish Executive Portfolio. The form must be completed by the policyholder and the fund adviser. |
Sweden (SE) | Operational Forms | English (EN), Swedish (SV) | Swedish Executive Portfolio – PRIIPs | FOS | New Policy |
Key Investor Document/ Tax and other important information for Sweden |
This document provides the policyholder with important information before investing in the Swedish Executive Portfolio. This document does not contain a full overview of the pre-purchase information. |
Sweden (SE) | Tax and regulatory Literature/technical sales aids and literature | Swedish (SV) | Swedish Executive Portfolio – PRIIPs | FOS | New Policy |
Application Form for European Wealth Bond with Utmost PanEurope dac |
Application Form for Individual, Trustee and Corporate Investors wishing to invest in the European Wealth Bond. Please note that you will also need to fill out the Tax Declaration and Self Certification document. This form can only be used for Top-Ups as this product is closed to new business. |
United Kingdom (UK) | Application Form | English (EN) | Non Product Specific | FOS | New Policy |
Ansökningsblankett för tillägg av ytterligare livförsäkrad (Adding an Additional Life Assured) with Utmost PanEurope dac. Bilingual Swedish and English. |
Application Form for Swedish Executive Portfolio to include an Additional Life Assured. Bilingual Swedish and English. |
Sweden (SE) | Application Form | English (EN), Swedish (SV) | Swedish Executive Portfolio – PRIIPs | FOS | New Policy |
Tax and Other Important Information for Malta (for Malta Based Trustees Only) |
This document provides the policyholder with important information before investing in the European Executive Investment Bond – PRIIPs or the European Collective Investment Bond – PRIIPs provided by Utmost PanEurope dac. Currently, we will only accept applications from Malta based trustees not Maltese resident individuals. |
Malta (MT) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | European Executive Investment Bond – PRIIPs, Non Product Specific | FOS | New Policy |
Tax and Other Important Information for Gibraltar |
This document provides the policyholder with important information before investing in the European Executive Investment Bond, European Collective Investment Bond or the European Capital Account provided by Utmost PanEurope dac. |
Europe Expat | Tax and regulatory Literature/technical sales aids and literature | English (EN) | European Executive Investment Bond – PRIIPs | FOS | New Policy |
Utmost PanEurope dac Banking Details |
This document includes the banking details for Utmost PanEurope dac. |
Europe Expat, Sweden (SE), United Kingdom (UK) | Guides and Supporting Documents | English (EN) | Non Product Specific | New Policy | |
Application Form for European Executive Investment Bond (QROPS/QNUPS/SIPP) with Utmost PanEurope dac |
Application Form for Trustee Investors wishing to invest in a EEIB or ECIB via a QROPS, QNUPS or SIPP. Please note that you will also need to fill out the Tax Declaration and Self Certification document. |
Malta (MT) | Operational Forms | English (EN) | European Executive Investment Bond – PRIIPs | FOS | New Policy |
European Executive Investment Bond at a glance |
This at a glance document highlights the main features of the European Executive Investment Bond. |
Malta (MT) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | European Executive Investment Bond – PRIIPs | 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. |
Europe Expat, Hong Kong (HK), Middle East, Singapore (SG) | Trust Literature | English (EN) | European Executive Investment Bond – PRIIPs, Executive Life Portfolio | FOS | New Policy |
Tax and Other Important Information Guide for Cyprus |
This document provides the applicant with important information before investing in the European Executive Investment Bond and the European Collective Investment Bond provided by Quilter International Ireland dac. |
Europe Expat | Tax and regulatory Literature/technical sales aids and literature | English (EN) | European Executive Investment Bond – PRIIPs | FOS | New Policy |
Begäran om byte av Förvaltare |
Detta formulär kan användas för att begära att överföra vårdnad om tillgångar.This form can be used to request to transfer custodianship of assets. |
Sweden (SE) | Operational Forms | English (EN), Swedish (SV) | Non Product Specific, Swedish Executive Portfolio – PRIIPs | FOS | Making a change to your policy |
Spanish Collective Investment Bond – client brochure |
Client brochure promoting the benefits of the Spanish Collective Investment Bond (SCIB). |
Spain (ES) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Spanish Collective Investment Bond | FOS | New Policy |
Policy Terms and Conditions for the Spanish Collective Investment Bond |
Policy Terms and Conditions for Utmost PanEurope dac’s Spanish Collective Investment Bond. |
Spain (ES) | Policy Conditions | English (EN) | Spanish Collective Investment Bond | FOS | New Policy |
Utmost PanEurope Portfolio Bond Dealing Instruction Form and Guidance Notes |
This form can be used for the sale and purchase of funds for Utmost PanEurope Portfolio Bonds. |
Europe Expat, United Kingdom (UK) | Investment literature/Strategies | English (EN) | Executive Life Portfolio, Spanish Collective Investment Bond | FOS | Making a change to your policy |
Switch Form |
This form enables you to switch your investments or change the funds in which your future regular investments are invested. |
Europe Expat | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Tax and Other Information Guide for Residents of the European Economic Area |
This document is designed for habitual residents of EEA countries (EU countries plus Iceland, Norway and Liechtenstein). Please refer to our other country specific documents, which are available on our website. |
Europe Expat, Malta (MT) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | European Executive Investment Bond – PRIIPs | FOS | New Policy |
Discounted Gift Trust Deed Form (English Law – Bare 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. |
European Union (EU), Malta (MT), United Kingdom (UK) | Trust Literature | English (EN) | European Executive Investment Bond – PRIIPs, Executive Life Portfolio | FOS | New Policy |
Premium Amendment Form for use with European Capital Account with Utmost PanEurope dac |
Premium Amendment Form for use with the European Capital Account. This form can be used to increase or decrease regular premiums, to pay an Additional Single Premium (Top-Up) or to change frequency or to reinstate a policy. |
Europe Expat | Application Form | English (EN) | Non Product Specific | Making a change to your policy | |
Change of Beneficiary Form for Apex France with Utmost PanEurope dac |
This form can be used to change the beneficiary of your Apex France policy. |
France (FR) | Operational Forms | English (EN) | Apex (France) | FOS | Making a change to your policy |
Proof of Life Form for Apex France and PWP with Utmost PanEurope dac |
This form can be used to confirm that the Life Assured is alive at the date of signing. |
France (FR) | Operational Forms | English (EN) | Apex (France) | FOS | New Policy |
Assignment of Policies Form for Apex France with Utmost PanEurope dac |
This form can be used to reassign your Apex France policy to someone else. |
France (FR) | Operational Forms | English (EN) | Apex (France) | FOS | New Policy |
European Executive Investment Bond Client Brochure |
Client brochure to promote the benefits of the European Executive Investment Bond. |
Malta (MT) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | European Executive Investment Bond – PRIIPs | FOS | New Policy |
Apex France Snapshot |
This document provides a snapshot of APEX France. This is a document for financial advisers only. |
France (FR) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Apex (France) | FOS | New Policy |
Apex France Product Guide |
Product Guide promoting the benefits of Apex France |
France (FR) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Apex (France) | FOS | New Policy |
France Death Benefit Claim form |
This form can be used to claim a death benefit for Apex France or PWP France policies |
France (FR) | Operational Forms | English (EN) | Apex (France), Private Wealth Portfolio (PWP) France | FOS | Surrender or Claim |
Nomination of Investment Adviser Form for Apex France with Utmost PanEurope dac |
This form can be used to nominate an Investment Advisor for your Apex France policy. |
France (FR) | Operational Forms | English (EN) | Apex (France) | FOS | Making a change to your policy |
Apex France – Withdrawals or Surrender Form |
Withdrawal and Surrender Request Form for use with Utmost PanEurope’s Apex France |
France (FR) | Operational Forms | English (EN) | Apex (France) | FOS | |
PWP España Formulario de firma |
Operational Forms PWP España Formulario de firma UPE_WS PR 00061 |
Spain (ES) | Operational Forms | Spanish (ES) | Private Wealth Portfolio - Spain | New Policy | |
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 |
Spain (ES) | Operational Forms | Spanish (ES) | Private Wealth Portfolio - Spain | FOS | New Policy |
Future Vakuutuksenottajan ja Vakuutetun välinen sopimus |
Future vakuutuksenottajan ja vakuutetun välinen sopimus, jolla voidaan sopiva vakuutetun työntekijän oikeuksista vakuutukseen. |
Finland (FI) | Operational Forms | Finnish (FI) | Future | FOS | Making a change to your policy, New Policy |
Application Form for Individual Investors to Apex France with Utmost PanEurope dac |
Application Form for an Apex France Policy from Utmost PanEurope dac |
France (FR) | Application Form | English (EN) | Apex (France) | FOS | New Policy |
PWP España Solicitud de Acceso Directo a Información |
Operational Forms PWP España Solicitud de Acceso Directo a Información UPE_WS PR 00060 |
Spain (ES) | Operational Forms | Spanish (ES) | Private Wealth Portfolio - Spain | New Policy | |
Apex Portugal – Right to change your mind |
Guide detailing why you might change your mind about your Utmost PanEurope dac policy within your 30 day grace period and how to cancel it |
Portugal (PT) | Operational Forms | English (EN) | Apex (Portugal) | FOS | New Policy |
Apex Portugal Notification of intention to return to the UK |
Before completing this form you should discuss your personal circumstances with your Insurance Intermediary to ensure that the Life Insurance Policy will continue to meet your needs on your return to the UK. |
Portugal (PT) | Operational Forms | English (EN) | Apex (Portugal) | FOS | Making a change to your policy |
Apex Portugal Open Architecture Dealing Instruction Form |
This form should be used for policies held on the Open Architecture basis only without a Discretionary Fund Manager or Platform arrangement. |
Portugal (PT) | Operational Forms | English (EN) | Apex (Portugal) | FOS | Making a change to your policy |
PWP España Formulario de cambio de nombre y domicilio |
Operational Forms PWP España Formulario de cambio de nombre y domicilio UPE_WS PR 00058 |
Spain (ES) | Operational Forms | Spanish (ES) | Private Wealth Portfolio - Spain | Making a change to your policy | |
Policy Terms and Conditions for Apex Portugal |
Policy Terms and Conditions for Utmost PanEurope dac Apex Portugal. |
Portugal (PT) | Policy Conditions | English (EN) | Apex (Portugal) | FOS | New Policy |
Apex Portugal Dealing Account Overdraft Clearance Instruction form |
This form can be used to request an overdraft clearance for your Apex Portugal Dealing Account. |
Portugal (PT) | Operational Forms | English (EN) | Apex (Portugal) | FOS | Making a change to your policy |
Apex Portugal – Assignment of Policies |
For assigning policies to individuals only. |
Portugal (PT) | Operational Forms | English (EN) | Apex (Portugal) | FOS | Making a change to your policy |
Apex Portugal – Insurance Intermediary Fund Authorisation form |
This form should only be completed by the Policyholder where a Discretionary Fund Manager or Platform is not appointed and the Policyholder wish to authorise the Insurance Intermediary to execute external fund choices on their behalf. |
Portugal (PT) | Operational Forms | English (EN) | Apex (Portugal) | FOS | Making a change to your policy |
APEX Portugal Guide for Additional Single Premium |
Guide to help you complete the additional single premium form for APEX Portugal. |
Portugal (PT) | Operational Forms | English (EN) | Apex (Portugal) | FOS | New Policy |
Apex Portugal – Nomination of Discretionary Fund Manager or Platform Agreement |
This form can be used to nominate or replace an existing Discretionary Fund Manager (DFM) or Platform arrangement. |
Portugal (PT) | Operational Forms | English (EN) | Apex (Portugal) | FOS | Making a change to your policy |
Apex Portugal – Guide for individual applicants |
Guide to help you complete the Apex Portugal application form. |
Portugal (PT) | Operational Forms | English (EN) | Apex (Portugal) | FOS | New Policy |
Application Form for Individual Investors of Apex Portugal with Utmost PanEurope dac |
Application Form for Individual Investors wishing to invest in Apex Portugal. |
Europe Expat | Application Form | English (EN) | Apex (Portugal) | FOS | New Policy |
Application Form for Individual Applicants with an Apex Portugal Policy for Utmost PanEurope dac |
Additional Single Premium Investment Application Form For Individuals who have an Apex Portugal Policy. |
Europe Expat | Application Form | English (EN) | Apex (Portugal) | FOS | New Policy |
Apex Portugal – Change of Beneficiary Form |
This form can be used to change the beneficiary of your Apex Portugal policy. |
Portugal (PT) | Operational Forms | English (EN) | Apex (Portugal) | FOS | Making a change to your policy |
Apex Portugal – Appointment of insurance intermediary |
This form can be used to appoint an Insurance Intermediary for Apex Portugal policies. |
Portugal (PT) | Operational Forms | English (EN) | Apex (Portugal) | FOS | Making a change to your policy |
Fund Client Disclaimer Form |
This notice must be read and signed by the planholder. The notice states that Utmost PanEurope accepts no liability for losses, damages and/or expenses (including, but not limited to, legal fees) in connection with the investment in the funds. |
Finland (FI) | Operational Forms | English (EN) | Professional Portfolio, UPE Unit-linked Products (Closed), Wealth Portfolio Finland | FOS | New Policy |
Apex Portugal snapshot |
This document provides a snapshot of Apex Portugal. This is a document for financial advisers only. |
Portugal (PT) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Apex (Portugal) | FOS | New Policy |
Apex Portugal – Withdrawal or surrender form |
This form should be used to withdraw from or surrender your Apex Portugal policy. |
Europe Expat | Operational Forms | English (EN) | Apex (Portugal) | FOS | Surrender or Claim |
Apex Portugal – Death Benefit Claim form |
This form can be used to claim a death benefit for Apex Portugal policies |
Portugal (PT) | Operational Forms | English (EN) | Apex (Portugal) | FOS | Surrender or Claim |
Apex Portugal Product Guide |
This is a Product Guide for Apex (Portugal) |
Portugal (PT) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Apex (Portugal) | FOS | New Policy |
PWP Italia Brochure di prodotto |
Brochure del prodotto: guida ad un nuovo approccio alle soluzioni di gestione patrimoniale in Europa. |
Italy (IT) | Product Guides/Brochures/Snapshots and Training Materials | Italian (IT) | Private Wealth Portfolio - Italy | FOS | Making a change to your policy, New Policy |
PWP Italia Modulo di Proposta |
Attraverso la sottoscrizione del Modulo di Proposta, l’Investitore-Contraente propone a Utmost PanEurope la stipula di un contratto di assicurazione sulla vita denominato ‘Private Wealth Portfolio’, le cui caratteristiche sono definite nelle Condizioni di Contratto. |
Italy (IT) | Application Form | Italian (IT) | Private Wealth Portfolio - Italy | FOS | New Policy |
PWP Italia Condizioni di Contratto |
Condizioni contrattuali del prodotto Private Wealth Portfolio Italia– questo documento illustra le regole, le specifiche e i requisiti del contratto. |
Italy (IT) | Policy Conditions | Italian (IT) | Private Wealth Portfolio - Italy | FOS | New Policy |
Private Wealth Portfolio Italia Documento Informativo Precontrattuale Aggiuntivo |
Documento Informativo Precontrattuale Aggiuntivo per i prodotti di investimento assicurativi. |
Italy (IT) | Tax and regulatory Literature/technical sales aids and literature | Italian (IT) | Private Wealth Portfolio - Italy | FOS | New Business Pack, New Policy |
Structured Products Client Disclaimer Form |
This notice must be read and signed by the planholder. The notice states that Utmost PanEurope accepts no liability for any loss, damage and/or expense (including, but not limited to, legal fees) in connection with an investment in a structured product. |
Finland (FI) | Operational Forms | English (EN) | Professional Portfolio, UPE Unit-linked Products (Closed), Wealth Portfolio Finland | FOS | New Policy |
PWP Italia Modulo di notifica della cessione della polizza |
Modulo da compilarsi a cura dell’Investitore-Contraente per il trasferimento del titolo, della titolarità e di tutti i diritti derivanti dalla polizza in capo ad altra persona o ente. |
Italy (IT) | Operational Forms | Italian (IT) | Private Wealth Portfolio - Italy | FOS | Making a change to your policy |
Modulo per la nomina dei Beneficiari Irrevocabili |
Modulo per la designazione da parte dell’Investitore-Contraente di uno o più Beneficiari in via irrevocabile e per la contestuale accettazione dei beneficiari stessi. |
Italy (IT) | Operational Forms | Italian (IT) | Private Wealth Portfolio - Italy | FOS | New Policy |
Valtakirja |
Valtakirja. |
Finland (FI) | Operational Forms | Finnish (FI) | Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed), Wealth Portfolio Finland | FOS | Making a change to your policy |
UPE Deed of Assignment |
UPE Deed of Assignment |
Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy | |
Private Wealth Portfolio Snapshot per l’Italia |
Breve introduzione alla polizza assicurativa: struttura del prodotto, flessibilità e definizione del profilo di investimento. |
Italy (IT) | Product Guides/Brochures/Snapshots and Training Materials | Italian (IT) | Private Wealth Portfolio - Italy | FOS | Making a change to your policy, New Policy |
PWP Italia Modulo Variazione Nome, Indirizzo e Indirizzo Email |
Modulo, da compilarsi a cura dell’Investitore-Contraente, per la modifica di nome, indirizzo o indirizzo email collegati alla polizza per PWP Italia. |
Italy (IT) | Operational Forms | Italian (IT) | Private Wealth Portfolio - Italy | FOS | Making a change to your policy |
PWP Italia Dichiarazione di mancata ricezione/Smarrimento della Scheda di Polizza |
Modulo da compilarsi a cura dell’Investitore-Contraente per la dichiarazione di mancata ricezione e/o smarrimento della Scheda di Polizza. |
Italy (IT) | Operational Forms | Italian (IT) | Private Wealth Portfolio - Italy | FOS | Making a change to your policy |
PWP Italia Modulo per la Communicazione del Recesso |
Modulo da compilarsi a cura dell’Investitore-Contraente per esercitare il diritto di recesso entro 30 giorni dalla ricezione della Scheda di Polizza. |
Italy (IT) | Operational Forms | Italian (IT) | Private Wealth Portfolio - Italy | FOS | Surrender or Claim |
PWP Italia Modulo per l’Esemplare di Firma |
Modulo per il facsimile di firma dell’Investitore-Contraente, al fine di consentire il controllo della firma e chiarire i motivi di eventuali diversità rispetto al modulo di proposta o al documento di identità. |
Italy (IT) | Operational Forms | Italian (IT) | Private Wealth Portfolio - Italy | FOS | Making a change to your policy, New Policy |
Autocertificazione Al Fini Fiscali Contraente Persona Fisica |
Il presente modulo è necessario per segnalare accuratamente la vostra polizza ai sensi dei pertinenti accordi sullo scambio di informazioni fiscali, tra cui il Foreign Account Tax Compliance Act (FATCA) e le norme Common Reporting Standard (CRS). Il presente modulo deve essere utilizzato dai singoli assicurati, dalle persone autorizzate a firmare per conto dell’assicurato, ad esempio il loro procuratore o il loro sostituto nominato dal tribunale, e dalle persone collegate al trust di cui Utmost International Trustee Solutions Limited è il trustee designato. |
Italy (IT) | Operational Forms | Italian (IT) | Non Product Specific | FOS | Making a change to your policy |
PWP Italia Modulo per la Richiesta di Riscatto |
Modulo da compilarsi a cura dell’Investitore-Contraente per le richieste di riscatto totale o parziale della polizza per PWP Italia. |
Italy (IT) | Operational Forms | Italian (IT) | Private Wealth Portfolio - Italy | FOS | Surrender or Claim |
PWP Italia Modulo per il versamento del Premio Aggiuntivo |
Modulo da compilarsi a cura dell’Investitore-Contraente per effettuare il versamento di Premi Aggiuntivi in polizza PWP Italia. |
Italy (IT) | Operational Forms | Italian (IT) | Private Wealth Portfolio - Italy | FOS | Making a change to your policy, New Policy |
PWP Italia Modulo per la modifica della Strategia d’Investimento |
Modulo con cui l’Investitore-Contraente autorizza Utmost PanEurope a modificare la strategia di investimento applicata alla Polizza per PWP Italia. |
Italy (IT) | Operational Forms | Italian (IT) | Private Wealth Portfolio - Italy | FOS | Making a change to your policy |
Online Service Centre – Vakuutustiedot Verkkopalvelusta |
Esite verkkopalvelustamme. |
Finland (FI) | Product Guides/Brochures/Snapshots and Training Materials | Finnish (FI) | Advantage Corporate (Closed), Future, Professional Portfolio, Target, UPE Unit-linked Products (Closed), Vision (Closed), Wealth Portfolio Finland | FOS | Making a change to your policy |
PWP Italia Modulo per la richiesta del beneficio caso morte |
Modulo da compilarsi a cura dei Beneficiari designati per la richiesta di liquidazione caso morte della prestazione assicurata. |
Italy (IT) | Operational Forms | Italian (IT) | Private Wealth Portfolio - Italy | FOS | Surrender or Claim |
PWP UK – Death Benefit Claim Form |
Private Wealth Portfolio UK – Death Benefit Claim Form |
United Kingdom (UK) | Operational Forms | English (EN) | Private Wealth Portfolio - UK | FOS | Surrender or Claim |
PWP Portugal Guia Do Produto |
Product Guides/Brochures/Snapshots and Training Materials PWP Portugal Guia Do Produto UPE_WS | 05270 |
Portugal (PT) | Product Guides/Brochures/Snapshots and Training Materials | Portuguese (PT) | Private Wealth Portfolio - Portugal | FOS | Making a change to your policy, New Policy |
Guida Tecnica Pegno Sulla Polizza Assicuratia Vita |
Questo documento tecnico è stato pensato allo scopo di illustrare i passaggi operativi necessari affinché una banca possa mettere a pegno un certificato di polizza emesso da Utmost e come possa richiederne l’eventuale escussione. |
Italy (IT) | Tax and regulatory Literature/technical sales aids and literature | Italian (IT) | Private Wealth Portfolio - Italy | FOS | Making a change to your policy, New Policy |
Target ja Future Vakuutusedustajan palvelupalkkio-lomake |
Tällä lomakkeella voit pyytää vakuutusneuvojan palkkiota Target ja Future vakuutuksille. |
Finland (FI) | Operational Forms | Finnish (FI) | Future, Target | FOS | Making a change to your policy |
Utmost Wealth Solutions Company Brochure – Adviser version |
Company brochure for Utmost Wealth Solutions (Financial Adviser only). |
Finland (FI), France (FR), Hong Kong (HK), Italy (IT), Middle East, Portugal (PT), Singapore (SG), Spain (ES), Sweden (SE), United Kingdom (UK) | Marketing Collateral | English (EN) | Non Product Specific | FOS | New Policy |
PWP Italia Partner Briefing: IVA, l’irlanda è esente |
Documento che illustra come le diversità nel regime IVA in vigore in Irlanda rispetto al Lussemburgo possano avvantaggiare i clienti. |
Italy (IT) | Tax and regulatory Literature/technical sales aids and literature | Italian (IT) | Private Wealth Portfolio - Italy | FOS | New Policy |
Irlantilaiset Henkivakuutustuotteet ja Kuluttajansuoja |
Tässä vakuutusedustajan oppaassa Irlannissa sijaitseviin henkivakuutuksiin liittyvästä kuluttajansuojasta. |
Finland (FI) | Marketing Collateral | Finnish (FI) | Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed), Wealth Portfolio Finland | FOS | Adviser Technical Insights and Webinars, New Policy |
Private Wealth Portfolio Italy Snapshot (EN) |
PWP Italy Country Snapshot |
Italy (IT) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Private Wealth Portfolio - Italy | FOS | |
Private Wealth Portfolio UK Product Benefits |
This guide lists the product benefits when you invest into the Private Wealth Portfolio. |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Private Wealth Portfolio - UK | FOS | New Policy |
Additional Premium Amount Form for Private Wealth Portfolio UK with Utmost PanEurope dac |
Additional Premium Amount Form for Private Wealth Portfolio UK with Utmost PanEurope dac. |
United Kingdom (UK) | Application Form | English (EN) | Private Wealth Portfolio - UK | FOS | Making a change to your policy |
Formulário de notificação de rescisão de posição contratual |
Este formulário deve ser preenchido por todos os tomadores de seguro se pretenderem ceder o contrato a outra pessoa ou entidade. |
Portugal (PT) | Operational Forms | Portuguese (PT) | Private Wealth Portfolio - Portugal | Making a change to your policy, New Policy | |
Palvelupalkkio-lomake |
Tällä lomakkeella voidaan pyytää palvelumaksun palkkion käyttöönottoa Wealth Portfolio Finland ja Professional Portfolio vakuutuksille. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Professional Portfolio, Wealth Portfolio Finland | FOS | Making a change to your policy |
Maksulomake |
Tällä lomakkeella voit ilmoittaa takaisinoston maksutiedot. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed), Wealth Portfolio Finland | FOS | Surrender or Claim |
PWP Italia Modulo per la designazione del Beneficiario |
PWP Italia – Modulo per la designazione da parte dell’Investitore-Contraente di uno o più Beneficiari della prestazione assicurata, ciascuno dei quali avrà poi diritto al pagamento della quota di capitale indicata in caso di decesso dell’Assicurato. |
Italy (IT) | Operational Forms | Italian (IT) | Private Wealth Portfolio - Italy | FOS | New Policy |
Luovutusilmoituslomake |
Tätä asiakirjaa voidaan käyttää vakuutuksen luovuttamiseen kolmannelle osapuolelle. |
Finland (FI) | Operational Forms | Finnish (FI) | Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed), Wealth Portfolio Finland | Making a change to your policy | |
Application Booklet for Private Wealth Portfolio UK Corporate and Trustee Applicants with Utmost PanEurope dac |
Application Booklet for Private Wealth Portfolio UK Corporate and Trustee Applicants with Utmost PanEurope dac. |
United Kingdom (UK) | Application Form | English (EN) | Private Wealth Portfolio - UK | FOS | New Policy |
Policy Terms and Conditions for Private Wealth Portfolio UK |
Policy Terms and Conditions for Utmost PanEurope dac’s Private Wealth Portfolio UK product. |
United Kingdom (UK) | Policy Conditions | English (EN) | Private Wealth Portfolio - UK | FOS | New Policy |
PWP España Snapshot |
This document is a Snapshot of information for PWP Spain, English version. |
Spain (ES) | Product Guides/Brochures/Snapshots and Training Materials | Spanish (ES) | Private Wealth Portfolio - Spain | New Policy | |
Notice of Assignment Form |
Notice of Assignment Form for Private Wealth Portfolio UK |
United Kingdom (UK) | Operational Forms | English (EN) | Private Wealth Portfolio - UK | FOS | Making a change to your policy |
Execution Only Client Disclaimer form |
Execution Only Client Disclaimer for UK market |
United Kingdom (UK) | Operational Forms | English (EN) | Private Wealth Portfolio - UK | FOS | New Policy |
Life Insurance Based in Ireland – Four Pillars of Investor Protection |
In this guide we take a closer look at the four reasons why you can choose a life insurance provider from Ireland with confidence. |
Europe Expat, United Kingdom (UK) | Marketing Collateral | English (EN) | Non Product Specific | FOS | Adviser Technical Insights and Webinars, New Policy |
Snapshot Para Portugal |
Product Guides/Brochures/Snapshots and Training Materials Snapshot Para Portugal UPE_WS | 04552 |
Portugal (PT) | Product Guides/Brochures/Snapshots and Training Materials | Portuguese (PT) | Private Wealth Portfolio - Portugal | FOS | New Policy |
PWP España Formulario de Notificación de Prenda |
Operational Forms PWP España Formulario de Notificación de Prenda UPE_WS | 04585 |
Spain (ES) | Operational Forms | Spanish (ES) | Private Wealth Portfolio - Spain | Making a change to your policy, New Policy | |
Application Form for Private Wealth Portfolio UK with Utmost PanEurope dac |
Application Form for Private Wealth Portfolio UK with Utmost PanEurope dac. |
United Kingdom (UK) | Application Form | English (EN) | Private Wealth Portfolio - UK | FOS | New Policy |
PWP España Formulario de solicitud de prestación de fallecimiento o supervivencia |
PWP España Formulario de solicitud de prestación de fallecimiento o supervivencia. |
Spain (ES) | 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 Rescate y de Rescate regular |
Operational Forms PWP España Formulario de Solicitud de Rescate y de Rescate regular UPE_WS | 04481 |
Spain (ES) | Operational Forms | Spanish (ES) | Private Wealth Portfolio - Spain | New Policy | |
Loan Agreement form |
Loan Agreement form for PWP UK |
United Kingdom (UK) | Operational Forms | English (EN) | Private Wealth Portfolio - UK | FOS | New Policy |
PWP España Formulario de Prima Adicional |
Operational Forms PWP España Formulario de Prima Adicional UPE_WS | 04500 |
Spain (ES) | Operational Forms | Spanish (ES) | Private Wealth Portfolio - Spain | Making a change to your policy | |
PWP España Formulario de Designación de Beneficiarios |
Operational Forms PWP España Formulario de Designación de Beneficiarios UPE_WS | 04482 |
Spain (ES) | Operational Forms | Spanish (ES) | Private Wealth Portfolio - Spain | New Policy | |
Vision ja Advantage Vakuutusmaksuvapaa ja säännöllisten vakuutusmaksujen uudelleenaktivointi |
Tätä lomaketta voidaan käyttää, jos vakuutuksenottaja haluaa ottaa vakuutusmaksuvapaan tai palauttaa säännöllisen vakuutusmaksunsa Vision tai Advantage vakuutuksille. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Advantage Corporate (Closed), Future, Target, Vision (Closed) | FOS | Making a change to your policy |
Rekisteröityminen Service Centre verkkopalveluun vakuutusedustajana |
Tällä lomakkeella vakuutusedustaja voi rekisteröityä verkkopalveluumme. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed), Wealth Portfolio Finland | FOS | Making a change to your policy |
Rekisteröityminen Service Centre verkkopalveluun |
Tällä lomakkeella vakuutuksenottajat voivat rekisteröityä verkkopalveluumme. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed), Wealth Portfolio Finland | FOS | Making a change to your policy |
Arvopaperisiirto |
Tätä lomaketta käytetään arvopaperisiirtojen yhteydessä tarvittaessa. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Professional Portfolio, Wealth Portfolio Finland | FOS | Making a change to your policy, New Policy |
Private Wealth Portfolio UK Country Snapshot |
This document highlights the product features and benefits of investing into the Private Wealth Portfolio UK. |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Private Wealth Portfolio - UK | FOS | New Policy |
Ilmoitus Verosääntöjen Noudattamisesta Yksityisasiakkaille (Tax Declaration and Self-Certification for Individuals) – Bilingual FI/EN |
The Tax Declaration and Self-Certification form should be completed in order to 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 investors only. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Advantage Corporate (Closed), Professional Portfolio, Vision (Closed), Wealth Portfolio Finland | FOS | Making a change to your policy, New Policy |
Ilmoitus kadonneesta/vastaanottamattomasta vakuutuskirjasta |
Lomake, jota voidaan käyttää, jos vakuutuskirja on kadonnut, tuhoutunut tai sitä ei ole koskaan vastaanotettu. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Advantage Corporate (Closed), Professional Portfolio, Vision (Closed), Wealth Portfolio Finland | FOS | Surrender or Claim |
Edunsaajamääräys |
Lomake, jolla edunsaajia voidaan muuttaa/nimittää. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Advantage Corporate (Closed), Professional Portfolio, Vision (Closed), Wealth Portfolio Finland | FOS | Making a change to your policy |
Sijoituspäätösvallan siirtolomake |
Tällä lomakkeella voidaan antaa kolmannelle osapuolelle oikeus valita sijoituskohteita Vision, Advantage, Target ja Future vakuutuksille. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Advantage Corporate (Closed), Future, Target, Vision (Closed) | FOS | Making a change to your policy |
Ilmoitus vakuutuksen panttaamisesta |
Lomake jolla vakuutus voidaan pantata. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Advantage Corporate (Closed), Professional Portfolio, Vision (Closed), Wealth Portfolio Finland | FOS | Making a change to your policy |
PWP Portugal Formulário de Nomeação de Beneficiário |
Operational Forms PWP Portugal Formulário de Nomeação de Beneficiário UPE_WS | 04376 |
Portugal (PT) | Operational Forms | Portuguese (PT) | Compass (Closed), Compass DFM (Closed), Private Wealth Portfolio - Portugal | Making a change to your policy, New Policy | |
PWP Portugal Formulário de Alteração de Nome e Endereço |
Operational Forms PWP Portugal Formulário de Alteração de Nome e Endereço UPE_WS | 04377 |
Portugal (PT) | Operational Forms | Portuguese (PT) | Private Wealth Portfolio - Portugal | Making a change to your policy | |
PWP Portugal Formulario de Condiciones Particulares da Apólice Extraviadas/Nunca Recebido |
Operational Forms PWP Portugal Formulario de Condiciones Particulares da Apólice Extraviadas/Nunca Recebido UPE_WS | 04379 |
Portugal (PT) | Operational Forms | Portuguese (PT) | Private Wealth Portfolio - Portugal | New Policy | |
PWP Portugal Formulário de pedido de pagamento de benefício por morte |
Operational Forms PWP Portugal Formulário de pedido de pagamento de benefício por morte UPE_WS | 04380 |
Portugal (PT) | Operational Forms | Portuguese (PT) | Private Wealth Portfolio - Portugal | Surrender or Claim | |
Osoitteenmuutos |
Lomake osoitteenmuutoksesta ilmoittamiseksi. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Advantage Corporate (Closed), Professional Portfolio, Vision (Closed), Wealth Portfolio Finland | FOS | Making a change to your policy |
Nimikirjoituksen Vahvistaminen Käsialanäyte |
Lomake, jolla muuttunut nimikirjoitus voidaan vahvistaa. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed), Wealth Portfolio Finland | FOS | Making a change to your policy |
PWP Portugal Formulário de Notificação de Cancelamento |
Operational Forms PWP Portugal Formulário de Notificação de Cancelamento UPE_WS | 04355 |
Portugal (PT) | Operational Forms | Portuguese (PT) | Private Wealth Portfolio - Portugal | Surrender or Claim | |
Private Wealth Portfolio Espana Formulario de Solicitud |
Private Wealth Portfolio Espana Formulario de Solicitud. |
Spain (ES) | Application Form | Spanish (ES) | Private Wealth Portfolio - Spain | FOS | New Policy |
Notice of Pledge Form – PWP Portugal Formulário de Notificação de Garantia |
Operational Forms Notice of Pledge Form – PWP Portugal Formulário de Notificação de Garantia UPE_WS | 04373 |
Portugal (PT) | Operational Forms | Portuguese (PT) | Private Wealth Portfolio - Portugal | Making a change to your policy, New Policy | |
PWP Portugal Formulário de Espécime de Assinatura |
Operational Forms PWP Portugal Formulário de Espécime de Assinatura UPE_WS | 04374 |
Portugal (PT) | Operational Forms | Portuguese (PT) | Private Wealth Portfolio - Portugal | New Policy | |
Kaupankäyntiohjeet |
Lomake kaupankäyntiohjeiden antamiseen Wealth Portfolio Finland ja Professional Portfolio vakuutuksille. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Professional Portfolio, Wealth Portfolio Finland | FOS | Making a change to your policy, New Policy |
Jatkuvan maksun muutos ja ylimääräiset kertamaksut |
Lomake jatkuvien vakuutusmaksujen summan muuttamiseen ja/tai lisämaksujen tekemiseen. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Advantage Corporate (Closed), Professional Portfolio, Vision (Closed) | FOS | Making a change to your policy |
Takaisinostopyyntö |
Lomake takaisinostojen tekemiseen. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Advantage Corporate (Closed), Professional Portfolio, Vision (Closed), Wealth Portfolio Finland | FOS | Surrender or Claim |
PWP España Condiciones Generales Del Seguro |
PWP España Condiciones Generales Del Seguro |
Spain (ES) | Policy Conditions | Spanish (ES) | Private Wealth Portfolio - Spain | FOS | New Policy |
PWP España Nota Informativa |
Product Guides/Brochures/Snapshots and Training Materials PWP España Nota Informativa UPE_WS | 04312 |
Spain (ES) | Product Guides/Brochures/Snapshots and Training Materials | Spanish (ES) | Private Wealth Portfolio - Spain | FOS | New Policy |
PWP Notice of Cancellation Form |
Operational Forms PWP Notice of Cancellation Form UPE_WS | 04244 |
Spain (ES) | Operational Forms | English (EN) | Private Wealth Portfolio - Spain, Private Wealth Portfolio - UK | FOS | Surrender or Claim |
Target ja Future Peruuttamisilmoitus |
Peruuttamisilmoituksella vakuutuksenottajat voivat peruuttaa Target ja Future vakuutuksensa 30 päivän sisällä siitä, kun he ovat vastaanottaneet vakuutuskirjan. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Advantage Corporate (Closed), Future, Target, Vision (Closed), Vision Alexandria (Closed), Vision Alexandria Over 60s (Closed) | FOS | New Policy |
Vision ja Advantage Finland Rahastojen vaihto tai vakuutusmaksun uudelleenohjaus |
Lomake rahastojen vaihtoon tai uudelleenohjaukseen Vision ja Advantage vakuutuksille. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Vision (Closed) | FOS | Making a change to your policy |
Kuolemantapauskorvaushakemus |
Kuolemantapauskorvaushakemus. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Advantage Corporate (Closed), Professional Portfolio, Vision (Closed) | FOS | Surrender or Claim |
Corporate Infographic – Millainen Yhtiö Olemme? |
Tiivistelmä Utmost Wealth Solutions yhtiöstä |
Finland (FI) | Product Guides/Brochures/Snapshots and Training Materials | Finnish (FI) | Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed) | FOS | New Policy |
Portfolio Manager Undertaking form |
Portfolio Manager Undertaking form for UK market |
United Kingdom (UK) | Operational Forms | English (EN) | Private Wealth Portfolio - UK | New Policy | |
PWP Portugal Formulário para pagamento de Prémio Adicional |
Operational Forms PWP Portugal Formulário para pagamento de Prémio Adicional UPE_WS | 04027 |
Portugal (PT) | Operational Forms | Portuguese (PT) | Private Wealth Portfolio - Portugal | FOS | New Policy |
PWP Portugal Formulário de Estratégia de Investimento |
Investment literature/Strategies PWP Portugal Formulário de Estratégia de Investimento UPE_WS | 04028 |
Portugal (PT) | Investment literature/Strategies | Portuguese (PT) | Private Wealth Portfolio - Portugal | Making a change to your policy, New Policy | |
PWP Portugal Nota Informativa ao Consumidor |
Product Guides/Brochures/Snapshots and Training Materials PWP Portugal Nota Informativa ao Consumidor UPE_WS | 04068 |
Portugal (PT) | Product Guides/Brochures/Snapshots and Training Materials | Portuguese (PT) | Private Wealth Portfolio - Portugal | FOS | New Policy |
Declaração Fiscal e Auto Certificação para Investidores Individuais |
Este formulário deve ser preenchido para informar com precisão a sua apólice nos termos dos acordos de troca de informações fiscais relevantes, incluindo a Lei de Conformidade Fiscal de Contas Estrangeiras (FATCA) e os regulamentos da Norma Comum de Comunicação (CRS). Este formulário deve ser utilizado por segurados individuais, pessoas autorizadas a assinar em nome do segurado, por exemplo, o seu procurador ou representante nomeado pelo tribunal, e indivíduos ligados ao fundo fiduciário em que a Utmost International Trustee Solutions Limited é o administrador fiduciário nomeado. |
Europe Expat, Portugal (PT), United Kingdom (UK) | Operational Forms | Portuguese (PT) | Non Product Specific | FOS | Making a change to your policy, New Policy, Surrender or Claim |
PWP Formulário Para Resgate ou Redução |
Este formulário deve ser utilizado para pedidos de redução ou de retratação de produtos emitidos pelaUtmost PanEurope, excluindo os produtos concebidos para o mercado do Reino Unido, ou para qualquer produto em que o titular da apólice seja atualmente residente no Reino Unido. Se tiver um Produto do Reino Unido (incluindo o Private Wealth Portfolio UK) ou se for residente no Reino Unido, preencha oUWS Multi-Product Withdrawal and Surrender Form. |
Portugal (PT) | Surrender/Claim/Withdrawal/Switch | English (EN) | Private Wealth Portfolio - Portugal | FOS | Surrender or Claim |
UPE Letter of Authorisation with Delegation of Voting Rights |
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 PanEurope Policy. |
Europe Expat | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Vakuutus Kiinteistörahastojen Kaupankäyntitiheys (Declaration for Real Estate / Real Asset Funds Dealing Frequency) |
Vakuutus Kiinteistörahastojen Kaupankäyntitiheys (Declaration for Real Estate / Real Asset Funds Dealing Frequency) |
Finland (FI) | Operational Forms | English (EN) | Wealth Portfolio Finland | New Policy | |
Déclaration Fiscale et Auto certification pour les Investisseurs Personnes Morales |
Il vous a été demandé de remplir ce formulaire afin que la compagnie concernée puisse déclarer correctement votre contrat dans le cadre des accords d’échange d’informations fiscales, y compris FATCA et CRS.Ce formulaire doit être signé par la personne appropriée comme indiqué ci-dessous :› Pour une entreprise – Une personne qui a le pouvoir de signer, par exemple un dirigeant ou un administrateur d’une entreprise. |
France (FR) | Operational Forms | French (FR) | Non Product Specific | FOS | Making a change to your policy, New Policy, Surrender or Claim |
Ilmoitus Verosääntöjen Noudattamisesta Oikeushenkilöille (Tax Declaration and Self-Certification for Entity Investors) Bilingual FI/EN |
The Tax Declaration and Self-Certification form should be completed in order to 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. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Non Product Specific | FOS | Making a change to your policy, New Policy |
ELÄKE-ETUUSMAKSULOMAKE (PENSION BENEFIT PAYMENT FORM) |
ELÄKE-ETUUSMAKSULOMAKE (PENSION BENEFIT PAYMENT FORM) for Future /Advantage (Corporate) |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Future | FOS | Making a change to your policy |
Declaração Fiscal e Auto Certificação para Entidades |
Preencha este formulário para informar com precisão a sua apólice nos termos dos acordos de troca de informações fiscais relevantes, incluindo as regulamentações da Lei de Conformidade Fiscal de Contas Estrangeiras (FATCA) e da Norma Comum de Comunicação (CRS). Este formulário deve ser utilizado por investidores coletivos, tais como empresas, fundos fiduciários corporativos ou fundações. |
Europe Expat, Portugal (PT), United Kingdom (UK) | Operational Forms | Portuguese (PT) | Non Product Specific | FOS | Making a change to your policy, New Policy |
Autocertificazione Ai Fini Fiscali Contraente Persona Guirdica eo Societá Fiduciaria (IT) |
Al fine di poter riportare accuratamente la vostra polizza ai sensi dei pertinenti accordi sullo scambio di informazioni fiscali, inclusi il Foreign Account Tax Compliance Act (FATCA) e il Common Reporting Standard (CRS). Il presente modulo deve essere utilizzato dagli investitori giuridici quali società, trust aziendali o fondazioni. |
Italy (IT) | Operational Forms | Italian (IT) | Non Product Specific | FOS | Making a change to your policy, New Policy |
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 |
Chile (CL), Europe Expat, France (FR), Mexico (MX), Portugal (PT), Spain (ES) | 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 |
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. |
Chile (CL), Europe Expat, Italy (IT), Mexico (MX), Portugal (PT), Spain (ES), United Kingdom (UK) | 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 |
Formulaire de Changement de Coordonnées Personnelles |
Ce formulaire est destiné aux clients d’Utmost PanEurope dac qui souhaitent nous informer de toute modification de leurs données personnelles, telles que le nom, le spécimen de signature, l’adresse, l’adresse e-mail ou le numéro de téléphone. |
France (FR) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Never Received or Lost Policy Schedule Declaration (EN) |
Utmost Pan Europe dac Never Received or Lost Policy Schedule Declaration |
Chile (CL), Finland (FI), France (FR), Italy (IT), Mexico (MX), Portugal (PT), Spain (ES), United Kingdom (UK) | 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 |
UPE Pay-By-Link Euro |
If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account inEuro, regardless of your current payment method, you can use the Pay-By-Link service. |
Europe Expat, United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
UPE Pay-By-Link US Dollar |
If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account inUS Dollar, regardless of your current payment method, you can use the Pay-By-Link service. |
Europe Expat, United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
UPE Pay-By-Link Pound Sterling |
If you are an Utmost PanEurope dac client and you pay regular premiums into your European Capital Account, European Pensions Account or European Savings Account in Pound Sterling, regardless of your current payment method, you can use the Pay-By-Link service. |
Europe Expat, United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Private Wealth Portfolio France Formulaire De Demande De Versement Complementaire |
Formulaire De Demande De Versement Complementaire |
France (FR) | Operational Forms | French (FR) | Private Wealth Portfolio (PWP) France | FOS | Making a change to your policy |
Private Wealth Portfolio comment minimiser L’impot Etranger sur les revenus de dividendes |
Explique l’allégement de l’impôt à la source sur le précompte étranger |
France (FR) | Tax and regulatory Literature/technical sales aids and literature | French (FR) | Private Wealth Portfolio (PWP) France | FOS | Making a change to your policy, New Policy |
Client Information and Change of Details Form |
This form is intended for Utmost PanEurope dac customers (with a Scottish Mutual International or Phoenix Life branded policy) 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 | English (EN) | Non Product Specific | FOS | Making a change to your policy | |
Private Wealth Portfolio – How to minimise foreign tax on dividend income |
A sales aid to explain tax relief at source on foreign withholding tax. |
Italy (IT), Portugal (PT), Spain (ES), United Kingdom (UK) | 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 | |
Online Service Centre Account Access Flyer |
Guides and Supporting Documents Online Service Centre Account Access Flyer UPE PR 12768 |
Guides and Supporting Documents | English (EN) | Private Wealth Portfolio - Italy, Private Wealth Portfolio - Portugal, Private Wealth Portfolio - Spain, Private Wealth Portfolio - UK, Private Wealth Portfolio (PWP) France | FOS | ||
Apercu Private Wealth Portfolio France – Résidents Monégasques |
Brève introduction à la structure du produit, à la flexibilité et à la définition du profil d’investissement. |
France (FR) | Product Guides/Brochures/Snapshots and Training Materials | French (FR) | Private Wealth Portfolio (PWP) France | FOS | New Policy |
PWP Italia Dichiarazione di libera sottoscrizione (non-solicitation) dell’Investitore – Contraente |
Dichiarazione di libera sottoscrizione della polizza (non-solicitation) del Proponente/ Investitore-Contraente residente fuori Italia al momento della stipula. |
Italy (IT) | Operational Forms | Italian (IT) | Private Wealth Portfolio - Italy | FOS | New Policy |
PWP Italia Dichiarazione di libera sottoscrizione (non-solicitation) dell’Intermediario – Assicurativo |
Dichiarazione dell’Intermediario assicurativo di prestazione delle attività di consulenza e assistenza finalizzate al collocamento del prodotto nei confini del territorio Italiano (nei casi di Proponente/Investitore-Contraente residente fuori Italia). |
Italy (IT) | Operational Forms | Italian (IT) | Private Wealth Portfolio - Italy | FOS | New Policy |
Swedish Executive Portfolio Produktöversikt |
Detta dokument belyser produktegenskaperna och fördelarna med att investera i den Swedish Executive Portfolio. |
Sweden (SE) | Product Guides/Brochures/Snapshots and Training Materials | Swedish (SV) | Swedish Executive Portfolio – PRIIPs | FOS | New Policy |
Formulaire d’arbitrage – Portefeuille en gestion conseillée |
Formulaire d’arbitrage – Portefeuille en gestion conseillée Advisory Portfolio Dealing Instruction Form |
France (FR) | Operational Forms | English (EN), French (FR) | Private Wealth Portfolio (PWP) France | Making a change to your policy | |
Mandat d’accès à l’information |
Ce formulaire doit etre complété et signé par le Souscripteur lorsqu’il souhaite recevoir /donner acces aux informations des actifs sous-jacents de son Contrat . |
France (FR) | Operational Forms | French (FR) | Private Wealth Portfolio (PWP) France | New Policy | |
Aviva With-Profits Fund Bonus Rates |
Aviva With-Profits Fund Bonus Rate Update July 2026 |
Investment literature/Strategies | English (EN) | International Core Funds Bond (Closed), International With-Profit Bond (Closed) | FOS | Making a change to your policy, Surrender or Claim | |
Dichiarazione Di Trasferimento In Italia |
Dichiarazione Di Trasferimento In Italia. |
Operational Forms | Italian (IT) | Private Wealth Portfolio - Italy | FOS | ||
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. |
Chile (CL), Finland (FI), France (FR), Italy (IT), Mexico (MX), Portugal (PT), Spain (ES), United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Swedish Executive Portfolio PRIIPs Product Snapshot |
This document highlights the product features and benefits of investing into the Swedish Executive Portfolio. |
Sweden (SE) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Swedish Executive Portfolio – PRIIPs | FOS | New Policy |
Private Wealth Portfolio Italy Country Snapshot – Non – EU Resident |
Private Wealth Portfolio Italy Country Snapshot – Non – EU Resident. This asset is for intermediary use only to promote sales in the DIFC market. |
Italy (IT) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Private Wealth Portfolio - Italy | FOS | |
PWP France – Nomination of Investment Adviser |
PWP France – Nomination of Investment Adviser |
France (FR) | Operational Forms | English (EN) | Private Wealth Portfolio (PWP) France | FOS | Making a change to your policy |
Private Wealth Portfolio Italy Benefits Brochure EN |
Private Wealth Portfolio Italy Product Brochure: A new approach to wealth management solutions in Europe. |
Italy (IT) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Private Wealth Portfolio - Italy | FOS | |
Aviva Life and Pensions UK Limited Old and New With-Profits Sub-Funds and Investment Summary |
Aviva Life and Pensions UK Limited Old and New With-Profits Sub-Funds and Investment Summary. For customers investing in the International with-profits funds managed by Aviva Life and Pensions UK Limited. |
United Kingdom (UK) | Investment literature/Strategies | English (EN) | International Core Funds Bond (Closed), International With-Profit Bond (Closed) | FOS | Making a change to your policy, Surrender or Claim |
Wealth Portfolio Finland Lisäsijoituslomake |
Lomake lisämaksun tekemiseen Wealth Portfolio Finland vakuuutukseen. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Wealth Portfolio Finland | FOS | Making a change to your policy |
Wealth Portfolio Finland Tuoteopas Kulurakenne A-D |
Wealth Portfolio Finland tuoteopas kulurakenteille A-D. |
Finland (FI) | Product Guides/Brochures/Snapshots and Training Materials | Finnish (FI) | Wealth Portfolio Finland | FOS | Addition to your Policy, New Policy |
PWP España Formulario de Notificación de Asignación de Póliza |
Operational Forms PWP España Formulario de Notificación de Asignación de Póliza UPE PR 12483 |
Spain (ES) | Operational Forms | Spanish (ES) | Private Wealth Portfolio - Spain | Making a change to your policy, New Policy | |
Wealth Portfolio Finland Varainhoitajan tai valtuutetun säilytyspankin nimittäminen |
Lomake täyden valtakirjan varainhoitajan tai valtuutetun säilytyspankin nimittämiseen Wealth Portfolio Finland vakuutukseen. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Wealth Portfolio Finland | Making a change to your policy, New Policy | |
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 |
Spain (ES) | Operational Forms | Spanish (ES) | Private Wealth Portfolio - Spain | Making a change to your policy, New Policy | |
Clause bénéficiaire démembrée avec quasi-usufruit |
Ce formulaire est fourni strictement en qualité de projet pour examen par les conseillers juridiques du Souscripteur et devra etre adapté aux contextes et objectifs du Souscripteur qui sollicite une telle clause. |
France (FR) | Tax and regulatory Literature/technical sales aids and literature | French (FR) | Apex (France), Private Wealth Portfolio (PWP) France | FOS | Making a change to your policy |
Wealth Portfolio Finland Vakuutusehdot |
Wealth Portfolio Finland vakuutusehdot. |
Finland (FI) | Policy Conditions | Finnish (FI) | Wealth Portfolio Finland | FOS | New Policy |
Wealth Portfolio Finland Hakemuslomake |
Wealth Portfolio Finland hakemuslomake. |
Finland (FI) | Application Form | Finnish (FI) | Wealth Portfolio Finland | New Policy | |
Wealth Portfolio Finland Tuoteopas Kulurakenne E |
Wealth Portfolio Finland tuoteopas kulurakenteelle E. |
Finland (FI) | Product Guides/Brochures/Snapshots and Training Materials | Finnish (FI) | Wealth Portfolio Finland | FOS | Addition to your Policy, New Policy |
PWP Portugal Declaração Para Intermediário |
Operational Forms PWP Portugal Declaração Para Intermediário UPE PR 12445 |
Portugal (PT) | Operational Forms | Portuguese (PT) | Private Wealth Portfolio - Portugal | New Policy | |
PWP Portugal Declaração Para Intermédio |
Operational Forms PWP Portugal Declaração Para Intermédio UPE PR 12446 |
Portugal (PT) | Operational Forms | Portuguese (PT) | Private Wealth Portfolio - Portugal | New Policy | |
PWP Portugal Declaração Para Intermédiario Com Escritorio Em Portugal |
Operational Forms PWP Portugal Declaração Para Intermédiario Com Escritorio Em Portugal UPE PR 12447 |
Portugal (PT) | Operational Forms | Portuguese (PT) | Private Wealth Portfolio - Portugal | New Policy | |
PWP Portugal Declaração Para o Tomador Da Apólice |
Operational Forms PWP Portugal Declaração Para o Tomador Da Apólice UPE PR 12448 |
Portugal (PT) | Operational Forms | Portuguese (PT) | Private Wealth Portfolio - Portugal | New Policy | |
PWP Portugal Sales Consultant Declaration |
Operational Forms PWP Portugal Sales Consultant Declaration UPE PR 12449 |
Portugal (PT) | Operational Forms | English (EN) | Private Wealth Portfolio - Portugal | New Policy | |
Démembrée clause EN |
Clause Beneficiaire demembree avec quasi usufruit |
France (FR) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Apex (France), Private Wealth Portfolio (PWP) France | FOS | New Policy |
Target ja Future Maksuvapaapyyntö |
Lomake vakuutusmaksukauden aikana pyydettävälle maksuvapaalle. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Future, Target | Making a change to your policy, Surrender or Claim | |
Gestion discrétionnaire – Transfert de titres |
Ce formulaire doit être complété et signé par l’assuré et le gestionnaire de fonds discrétionnaire lorsqu’une prime additionnelle doit être versée par transfert de titres (prime en nature). |
France (FR) | Operational Forms | French (FR) | Private Wealth Portfolio (PWP) France | FOS | Making a change to your policy, New Policy |
PWP Sales Consultant Declaration |
Operational Forms PWP Sales Consultant Declaration UPE PR 12444 |
Portugal (PT) | Operational Forms | Portuguese (PT) | Private Wealth Portfolio - Portugal | New Policy | |
Technical Sales Briefing – Trustee Delegation |
This briefing is designed to explain how some of the duties and powers of trustees can be delegated to other people |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | New Policy | |
Private Wealth Portfolio France – Conditions Générales |
Les Conditions Générales contiennent les informations essentielles du contrat d’assurance-vie et déterminent les droits et devoirs de chaque partie. |
France (FR) | Policy Conditions | French (FR) | Private Wealth Portfolio (PWP) France | FOS | New Policy |
PWP France Bulletin De Souscription |
Formulaire à compléter et signer par le souscripteur, lors de l’adhésion au contrat d’assurance vie. |
France (FR) | Application Form | French (FR) | Private Wealth Portfolio (PWP) France | FOS | New Policy |
Fiche d’aperçu du produit Private Wealth Portfolio France |
Ce document est un apercu des principales caracteristiques du produit PWP France. |
France (FR) | Product Guides/Brochures/Snapshots and Training Materials | French (FR) | Private Wealth Portfolio (PWP) France | FOS | Making a change to your policy, New Policy |
PWP France Guide Des Produits |
Fiche descriptive du produit d’assurance-vie PWP France et des ses caractéristiques. |
France (FR) | Product Guides/Brochures/Snapshots and Training Materials | French (FR) | Private Wealth Portfolio (PWP) France | FOS | New Policy |
Désignation d’un ‘Intermédiaire en Assurance |
Ce formulaite est a remplir et signer par le Souscripteur et le nouvel Intermédiaire en Assurance qu’il souhaite désigner pour son Contrat. |
France (FR) | Operational Forms | French (FR) | Private Wealth Portfolio (PWP) France | FOS | Making a change to your policy, New Policy |
Demande de changement de clause bénéficiaire |
Ce formulaire est a completer et signer par le Souscripteur pour demande de changement de clause bénéficiaire. |
France (FR) | Operational Forms | French (FR) | Private Wealth Portfolio (PWP) France | FOS | Making a change to your policy |
Spécimen de signature |
Ce formulaire est a completer et signer par le Souscripteur en cas de changement de nom ou sur demande de l’Assureur, ainsi que par l’exécuteur testamantaire. |
France (FR) | Operational Forms | French (FR) | Private Wealth Portfolio (PWP) France | FOS | Making a change to your policy |
Déclaration de perte de la documentation contractuelle et demande de duplicata |
Ce formulaire devra etre complété et signé par tous les Souscripteurs en cas de perte de la documentation contractuelle recue et demande de duplicata. |
France (FR) | Operational Forms | French (FR) | Private Wealth Portfolio (PWP) France | FOS | Making a change to your policy, Surrender or Claim |
Demande de versement de capital décès |
Ce formulaire devra etre complété et signé par le demandeur/ bénéficiaire afin qu’Utmost PanEurope dac (« Utmost PanEurope ») puisse verser le capital décés. |
France (FR) | Operational Forms | French (FR) | Private Wealth Portfolio (PWP) France | FOS | Surrender or Claim |
Formulaire de changement de nom et/ou d’adresse |
Ce formulaire est a completer et signer par le Souscripteur en cas de changement de nom et/ou d’adresse postale. |
France (FR) | Operational Forms | French (FR) | Private Wealth Portfolio (PWP) France | FOS | Making a change to your policy |
Attestation D’Existence – PWP France |
Attestation D’Existence |
France (FR) | Operational Forms | French (FR) | Private Wealth Portfolio (PWP) France | FOS | Making a change to your policy, Surrender or Claim |
Personne Politiquement Exposée |
Document permettant d’identifier toute personne associée au contrat qui pourrait être considérée comme une personne politiquement exposée (PPE). |
France (FR) | Operational Forms | French (FR) | Private Wealth Portfolio (PWP) France | FOS | Making a change to your policy, New Policy, Surrender or Claim |
Déclaration Fiscale et Auto-certification pour les Investisseurs Individuels |
Il vous a été demandé de remplir ce formulaire afin que la compagnie concernée puisse déclarer correctement votre contrat dans le cadre des accords d’échange d’informations fiscales, y compris FATCA et CRS. Ce formulaire doit être complété par:• Le titulaire de la police (parfois appelé titulaire du régime ou titulaire du compte)• Les personnes autorisées à signer au nom de l’Assuré, par exemple leur mandataire ou leur adjoint désigné par le tribunal, lorsque nous détenons les documents appropriés qui peuvent justifier l’intervention d’une personne autorisée. |
France (FR) | Operational Forms | French (FR) | Non Product Specific | FOS | Making a change to your policy, New Policy, Surrender or Claim |
Private Wealth Portfolio France formulaire de rachat partiel ou total |
Ce formulaire doit etre complété et signé par le Souscripteur lorsqu’il souhaite demander un rachat partiel our total de son contrat . |
France (FR) | Operational Forms | French (FR) | Private Wealth Portfolio (PWP) France | FOS | Surrender or Claim |
PWP Italy Application Form |
Private Wealth Portfolio Italy Application Form – English version |
Italy (IT) | Application Form | English (EN) | Private Wealth Portfolio - Italy | FOS | New Policy |
PWP Italy Additional Pre-contractual Information Document (DIP) |
N/A |
Italy (IT) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Private Wealth Portfolio - Italy | FOS | New Business Pack, New Policy |
Apex France Nomination of Discretionary Fund Manager, Platform or Custodian |
This form can be used to nominate a Discretionary Fund Manager, Platform or Custodian to assist you with your Apex France policy |
France (FR) | Operational Forms | English (EN) | Apex (France) | FOS | Making a change to your policy |
DÉSIGNATION D’UN CONSEILLER EN INVESTISSEMENT ET D’UN DÉPOSITAIRE |
Ce formulaire permet au souscripteur de nommer ou changer un conseiller en investissement et/ou un dépositiaire pour son contrat d’assurance-vie. |
France (FR) | Operational Forms | French (FR) | Private Wealth Portfolio (PWP) France | FOS | Making a change to your policy, New Policy |
Guide for Individual Applicants Completing the Apex France Application Form with Utmost PanEurope dac |
Guide for individual Applicants completing the Apex France Application Form with Utmost PanEurope dac. |
France (FR) | Guides and Supporting Documents | English (EN) | Apex (France) | FOS | New Policy |
Selection Product Application Form for Existing Pension Schemes – Blevins Franks Wealth Management Limited with Utmost PanEurope dac |
Selection Product Application Form for Existing Pension Schemes. This Form should only be used by Malta Pension Trustee customers of Blevins Franks Wealth Management Limited (BFWML). |
United Kingdom (UK) | Application Form | English (EN) | Selection | FOS | New Policy |
Apex (France) Policy Conditions |
Utmost PanEurope dac’s Policy Terms and Conditions for Apex (France) for the European Expat French market. |
France (FR) | Policy Conditions | English (EN) | Apex (France) | FOS | New Policy |
Private Wealth Portfolio Italy Terms and Conditions |
Contractual terms and conditions of the Private Wealth Portfolio Italy product – this document illustrates the rules, specifications and requirements of the contract. |
Italy (IT) | Policy Conditions | English (EN) | Private Wealth Portfolio - Italy | FOS | New Policy |
Apex France – Dealing account overdraft clearance instruction form |
This form can be used to request an overdraft clearance for your Apex France Dealing Account. |
France (FR) | Operational Forms | English (EN) | Apex (France) | FOS | Making a change to your policy |
PWP Portugal Declaração Relativa de Saúde |
Operational Forms PWP Portugal Declaração Relativa de Saúde UPE PR 00142 |
Portugal (PT) | Operational Forms | Portuguese (PT) | Private Wealth Portfolio - Portugal | New Policy | |
PWP España Declaración de Salud |
Operational Forms PWP España Declaración de Salud UPE PR 00143 |
Spain (ES) | Operational Forms | Spanish (ES) | Private Wealth Portfolio - Spain | New Policy | |
PWP Portugal Notice of Cancellation Form |
Operational Forms PWP Portugal Notice of Cancellation Form UPE PR 00144 |
Portugal (PT) | Operational Forms | English (EN) | Private Wealth Portfolio - Portugal | Surrender or Claim | |
APEX France – Portfolio Undertaking Form |
This form must be completed where an Additional Single Premium is to be paid via the transfer of assets (Premium in kind) from an existing Discretionary Fund Manager (DFM) account. |
France (FR) | Operational Forms | English (EN) | Apex (France) | FOS | New Policy |
Utmost PanEurope Investor Protection Brochure |
This guide describes certain aspects of the legal and regulatory framework applicable to Utmost PanEurope dac in Ireland, created in order to safeguard policyholders through effective governance, risk management and oversight related to insurer financial strength and solvency. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Guide to Completing the Delegation Additional Single Premium Application for Trustee and Corporate Trustees |
This guide has been designed to assist you with completing the additional single premium application form. |
United Kingdom (UK) | Operational Forms | English (EN) | Delegation | FOS | Making a change to your policy, New Policy |
Apex France – Dealing instruction |
This form should be used to buy and/or sell External Assets linked to your Policy. It cannot be used to buy or sell assets held by a Discretionary Fund Manager or those held on a Platform. |
France (FR) | Operational Forms | English (EN) | Apex (France) | FOS | Making a change to your policy |
Additional Single Premium Application Form for Apex France with Utmost PanEurope dac |
Application Form for Adding Single Premiums to existing Apex France Policies. |
France (FR) | Application Form | English (EN) | Apex (France) | FOS | New Policy |
Future Tuoteopas |
Tuoteoppaasta löytyvät Future vakuutuksen ominaisuudet. |
Finland (FI) | Product Guides/Brochures/Snapshots and Training Materials | Finnish (FI) | Future | FOS | Addition to your Policy, New Policy |
Target Tuoteopas FI |
Tuoteoppaasta löytyvät Target vakuutuksen ominaisuudet. |
Finland (FI) | Product Guides/Brochures/Snapshots and Training Materials | Finnish (FI) | Target | FOS | New Policy |
Dichiarazione di Buono Stato di Salute |
Dichiarazione dell’Assicurato, quale Proponente e futuro Contraente della polizza, di godere di buona salute psico-fisica e di non essere affetto da alcuna malattia terminale o implicante pericolo di vita. |
Italy (IT) | Operational Forms | Italian (IT) | Private Wealth Portfolio - Italy | FOS | New Policy |
Delegation Guide to Trustee Application Form |
Delegation Guide to Trustee Application Form |
United Kingdom (UK) | Operational Forms | English (EN) | Delegation | FOS | New Policy |
Applicant Health Declaration (English) (PWP UK) |
Applicant Health Declaration (English) (PWP UK) |
United Kingdom (UK) | Operational Forms | English (EN) | Private Wealth Portfolio - UK | FOS | New Policy |
Future Vakuutusehdot |
Future vakuutusehdot. |
Finland (FI) | Policy Conditions | Finnish (FI) | Future | New Policy | |
Supplementary Application Form to Convert an Existing Delegation Bond into a Discounted Gift Trust with Utmost PanEurope dac |
Application Form to request Utmost PanEurope to convert your existing Delegation Bond into a Discounted Gift Trust. It includes a questionnaire to gather the medical information we need to start initial underwriting. This form is only for use with a Delegation Bond and cannot be used with Selection Bonds or Bonds issued by Utmost International Isle of Man Limited. |
United Kingdom (UK) | Application Form | English (EN) | Delegation | FOS | Making a change to your policy, New Policy |
Delegation DGT Absolute Trust Deed |
This Trust Deed is to be used to convert an existing Delegation bond into a Discounted Gift Trust. |
United Kingdom (UK) | Operational Forms | English (EN) | Delegation | FOS | Making a change to your policy |
Delegation DGT Discretionary Trust Deed |
This Trust Deed is to be used to convert an existing Delegation bond into a Discounted Gift Trust. |
United Kingdom (UK) | Operational Forms | English (EN) | Delegation | FOS | Making a change to your policy |
Euromobiliare Advisory SiM – Strategie di Investimento |
Strategie di investimento di EuroAdvisory SIM. |
Italy (IT) | Investment literature/Strategies | Italian (IT) | Private Wealth Portfolio - Italy | FOS | New Policy |
Portability Request Form for Private Wealth Portfolio UK with Utmost PanEurope dac |
Portability Request Form for Private Wealth Portfolio UK with Utmost PanEurope dac. |
United Kingdom (UK) | Application Form | English (EN) | Private Wealth Portfolio - UK | FOS | New Policy |
PWP Portugal Formulário para solicitação de partilha de informação |
PWP Portugal Direct Sharing of Information Request Form. |
Portugal (PT) | Operational Forms | Portuguese (PT) | Private Wealth Portfolio - Portugal | New Policy | |
Target Vakuutusehdot |
Target vakuutusehdot. |
Finland (FI) | Policy Conditions | Finnish (FI) | Target | New Policy | |
Assicurazioni sulla vita in Irlanda – I quattro pilastri della protezione dell’investitore |
In questa guida vengono esaminati da vicino i quattro motivi fondamentali per cui scegliere con fiducia un assicuratore vita irlandese. |
Italy (IT) | Marketing Collateral | Italian (IT) | Private Wealth Portfolio - Italy | FOS | Adviser Technical Insights and Webinars, New Policy |
Assurance vie basée en Irlande – Les quatre piliers de la protection de l’investisseur |
Dans ce guide, nous examinons de plus près les quatre raisons pour lesquelles vous pouvez choisir en toute confiance un fournisseur d’assurance-vie basé en Irlande. |
France (FR) | Marketing Collateral | French (FR) | Private Wealth Portfolio (PWP) France | FOS | Adviser Technical Insights and Webinars, New Policy |
Kapitalförsäkring baserad på Irland – Fyra lager av investerarskydd (SV) |
I denna guide tar vi en närmare titt på de fyra skälen varför du med trygghet kan välja ett kapitalförsäkringsbolag från Irland. |
Sweden (SE) | Marketing Collateral | Swedish (SV) | Non Product Specific | FOS | Adviser Technical Insights and Webinars, New Policy |
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. |
Europe Expat, Spain (ES), United Kingdom (UK) | Operational Forms | Spanish (ES) | Non Product Specific | FOS | Making a change to your policy, New Policy |
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. |
Europe Expat, Spain (ES), United Kingdom (UK) | Operational Forms | Spanish (ES) | Non Product Specific | FOS | Making a change to your policy, New Policy |
Skatteuppgifter och försäkran För Enheter (SV) |
Vänligen använd det här formuläret för att bekräfta skattestatusen för förvaltare och företagssökande. Please use this form to confirm the tax status for Trustee and Corporate applicants. |
Europe Expat, Sweden (SE), United Kingdom (UK) | Operational Forms | Swedish (SV) | Non Product Specific | FOS | New Policy |
Skatteuppgifter och Själv Certifieringan för Individer (SV) |
Använd detta formulär för att bekräfta skattestatusen för enskilda sökande. |
Europe Expat, Sweden (SE), United Kingdom (UK) | Operational Forms | Swedish (SV) | Non Product Specific | FOS | Making a change 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. |
Middle East, Singapore (SG) | Operational Forms | English (EN) | Executive Life Portfolio, Life Insurance Portfolio, Life Insurance Portfolio Plus, Tailored Life Plan (TLP) | FOS | Surrender or Claim |
Change of Bank Details |
This form can be used to request and change bank details from clients for Utmost International Isle of Man and Utmost PanEurope polices. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Technical Sales Briefing – Assignment of Bond to DGT and IHT Planning |
This Technical Sales Briefing looks at an area of overseas single premium bond taxation from the point of view of a UK resident investor. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Protecting Your Identity |
This leaflet provides advice on protecting yourself against identity theft and fraud and what to do if you become a victim of these crimes.For products formerly Scottish Mutual International. |
Operational Forms | English (EN) | Non Product Specific | New Policy | ||
Guide to further requirements for Corporates Policies |
This document details some extra supporting documents we may require for Corporates Policies.For products formerly branded Phoenix Life guide to further requirements for Corporates Policies. |
Operational Forms | English (EN) | Non Product Specific | New Policy | ||
Retirement Benefits Plan – Retirement Advice Form |
This form is intended to allow the Trustees to indicate the required benefits for the retiring employee, provide details and authorise the payment of benefits.This form is used with a small number of older products. |
Operational Forms | English (EN) | Non Product Specific | Surrender or Claim | ||
Retirement Benefits Plan – Withdrawal Form |
This is a list of several options in relation to the accrued pension benefits.This form is used with a small number of older products. |
Operational Forms | English (EN) | Non Product Specific | Surrender or Claim | ||
Retirement Request Form – Personal Pension Plans |
This retirement request form includes a list of options available on retirement and discharge for non-pension payments.This form is used with a small number of older products. |
Operational Forms | English (EN) | Non Product Specific | Making a change to your policy | ||
Switch Instruction form |
This Switch Instruction Form outlines the bond switch details along with the bond owners, both personal and corporate investors.For products formerly Scottish Mutual International. |
Operational Forms | English (EN) | Non Product Specific | Making a change to your policy | ||
Unit Linked Encashment Form |
This form can be used to request unit linked encashment. It can be used with a small number of older products. |
Operational Forms | English (EN) | UPE Unit-linked Products (Closed) | FOS | Surrender or Claim | |
Lapse Value Claim Form |
Lapse Value Claim Form to claim the cash in value of the policy at the date of lapse together with late payment interest in full and final settlement of the policy. |
Europe Expat, United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Surrender or Claim |
Lost Deed of Assignment, Trust and Indemnity Declaration |
Issued by Utmost PanEurope dac to allow policy owner to declare the loss of Deed of Assignment and/or Trust Deed and to provide Utmost PanEurope with an indemnity. |
Europe Expat, United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Overseas Transfer Declaration |
Declaration form to confirm that the transfer request conforms to the requirements of the Occupational Pension Schemes and Personal Retirement Savings Accounts and is for bona fide purpose. |
Europe Expat, United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Permanent Health Insurance Claim Form |
Permanent health insurance claim form to request the health details of the life assured and consent to Utmost PanEurope dac seeking and processing information in order to be able to process this claim. |
Europe Expat, United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Surrender or Claim |
Executive Pension Request to Transfer to an Approved Retirement Fund |
Request to transfer the fund or part of the fund accrued under the scheme or scheme(s) in respect of the Member’s retirement benefits to an approved retirement fund. |
Europe Expat, United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Benefit Crystallisation Events Declaration |
This Declaration should be completed and given to the administrator of the pension arrangement prior to the payment of any benefits from that arrangement. |
Europe Expat, United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Benefit Crystallisation Events Declaration |
This Declaration should be completed and given to the administrator of the pension arrangement prior to the payment of any benefits from that arrangement. |
Europe Expat, United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Declaration of Continued Good Health |
Declaration form to provide details regarding your health situation or any medical conditions while consenting to Utmost PanEurope dac seeking and processing medical information at any time in order to process your claims. |
Europe Expat, United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Declaration of Health |
This Medical Questionnaire needs to be completed to consent to Utmost PanEurope dac seeking and processing medical information at any time as this application will form the basis of the contract with Utmost PanEurope dac. |
Europe Expat, United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Full Encashment Request Form |
This form is used to request full encashment. Please note the encashment value will be based on the date of receipt of all requirements and payable to the individual who according to Utmost PanEurope dac’s records is entitled to receive it. |
Europe Expat, United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Surrender or Claim |
Regular Withdrawal Request Form |
The Regular Withdrawal Request Form outlines the bond withdrawal details along with the bond owners, both personal and corporate investors.For products formerly Scottish Mutual International. |
Operational Forms | English (EN) | Non Product Specific | FOS | Surrender or Claim | |
Antragsformular für Regelmäßige Entnahmen |
The Regular Withdrawal Request Form outlines the bond withdrawal details along with the bond owners, both personal and corporate investors. |
Europe Expat | Operational Forms | German (DE) | Non Product Specific | FOS | Surrender or Claim |
Rückkaufsantrag |
This surrender Request Form outlines the bond surrender details along with the bond owners, both personal and corporate investors. Also, any other surrender instructions, such as payment details. Fund Adviser Form used to request the appointment of a Fund Adviser to the contract. For products formerly Scottish Mutual International. |
Operational Forms | German (DE) | Non Product Specific | FOS | Surrender or Claim | |
Surrender Request Form |
Surrender Request Form outlining the bond surrender details along with the bond owners, both personal and corporate investors. Also, any other surrender instructions, such as payment details.For products formerly Scottish Mutual International. |
Operational Forms | English (EN) | Non Product Specific | FOS | Surrender or Claim | |
Switch Instruction Form |
This Switch Instruction Form can be used to capture the bond switch details along with the bond owners for both personal and corporate investors. |
Europe Expat, United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Declaration of Loss of Plan Schedule |
For Products formerly Scottish Mutual International this form is used to declare the loss of Plan Schedule and any owners of the bond, both personal and corporate investors. |
Germany (DE) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy, Surrender or Claim |
Deed of Appointment of Trustee |
Deed of appointment of a new Trustee/ removal or resignation of a Trustee in relation to a small number of older products. This form must be signed by all Trustees whether being appointed, continuing, removed or resigning. |
Trust Literature | English (EN) | Non Product Specific | New Policy | ||
Deed of Appointment (Flexible Gift or Pension Discretionary Trust) |
Deed of appointment of a share to/revocation of a share of a beneficiary in a flexible gift or pension discretionary trust in relation to a small number of older products. |
Trust Literature | English (EN) | Non Product Specific | New Policy | ||
Deed of Assignment |
For Products formerly Scottish Mutual International this form has only been designed for life policies and trust forms. |
Trust Literature | English (EN) | Non Product Specific | New Policy | ||
Erklärung Wohnsitzdefinition |
This declaration must be signed by policyholders who are neither resident nor ordinarily resident in Ireland or by personal representatives signing on behalf of deceased persons. |
Germany (DE) | Operational Forms | German (DE) | Non Product Specific | FOS | Making a change to your policy, New Policy |
Application Form for Discounted Gift Trust Supplementary Application Form to Convert an Existing Selection Bond |
Application Form for Discounted Gift Trust Supplementary Application Form to Convert an Existing Selection Bond with Utmost PanEurope dac. |
United Kingdom (UK) | Application Form | English (EN) | Selection | FOS | Making a change to your policy |
Appointment of Fund Adviser Form |
For Products formerly Scottish Mutual International Fund Adviser Form used to request the appointment of a Fund Adviser to the contract. |
Operational Forms | English (EN) | Non Product Specific | New Policy | ||
Dealing Instructions Form |
This form is used for dealing instructions carried out wherever possible, at the next available price immediately following receipt by Utmost PanEurope dac of these duly completed instructions. |
Operational Forms | English (EN) | Non Product Specific | Making a change to your policy | ||
Meldung Über den Verlust der Versicherungsurkunde |
This form is used to declare the loss of Plan Schedule and any owners of the bond, both personal and corporate investors. |
Germany (DE) | Operational Forms | German (DE) | Non Product Specific | FOS | Making a change to your policy, Surrender or Claim |
Generation Planning Bond Summary for Financial Advisers |
This is a summary of the Generation Planning Bond for Financial Advisers. |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Generation Planning Bond | FOS | New Policy |
Application Form to Appoint Utmost International Trustee Solutions Limited as Trustee for Generation Planning Bond |
Application Form for Applicants who wish to Appoint Utmost International Trustee Solutions Limited as Trustee for Generation Planning Bond with Utmost International Isle of Man. |
United Kingdom (UK) | Application Form | English (EN) | Generation Planning Bond | FOS | New Policy |
Pre-Application Underwriting Form for Generation Planning Bond |
Pre-Application Underwriting Form to be completed before applying for an Generation Planning Bond with Utmost International Isle of Man. |
United Kingdom (UK) | Application Form | English (EN) | Generation Planning Bond | FOS | New Policy |
Generation Planning Bond at a Glance |
A brief overview of Utmost PanEurope dac’s Generation Planning Bond. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Generation Planning Bond | FOS | New Policy |
Generation Planning Bond Product Snapshot |
This document highlights the product features and benefits of investing into the Generation Planning Bond. |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Generation Planning Bond | FOS | New Policy |
Generation Planning Bond – Policy Conditions |
N/A |
United Kingdom (UK) | Policy Conditions | English (EN) | Generation Planning Bond | FOS | New Policy |
Generation Planning Bond Suitability Paragraphs |
These Utmost PanEurope dac’s Generation Planning Bond suitability sample paragraphs and their content are for your information and consideration only. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Generation Planning Bond | FOS | New Policy |
Application Form to apply for a Generation Planning Bond |
Application Form for applicants who wish to apply for a Generation Planning Bond with Utmost PanEurope dacja |
United Kingdom (UK) | Application Form | English (EN) | Generation Planning Bond | FOS | New Policy |
Generation Planning Bond – Application Guide |
This guide has been designed to assist you with completing the application form. |
United Kingdom (UK) | Guides and Supporting Documents | English (EN) | Generation Planning Bond | FOS | New Policy |
Delegation Product Snapshot |
This document highlights the product features and benefits of investing into the Delegation bond. |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Delegation | FOS | New Policy |
Selection Snapshot |
This document highlights the product features and benefits of investing into the Selection bond. |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Selection | FOS | New Policy |
Delegation Life Assurance Policy Conditions |
Policy Conditions Delegation Life Assurance Policy Conditions UI PR 0052 |
Policy Conditions | English (EN) | Delegation | FOS | ||
Generation Planning Bond – Absolute Trust |
This Trust Deed is designed for investments in the Generation Planning Bond.It may be used by a single Donor or joint Donors who would like their policy to be held within an Absolute Trust. |
United Kingdom (UK) | Trust Literature | English (EN) | Generation Planning Bond | FOS | Making a change to your policy, New Policy |
Generation Planning Bond – Discretionary Trust |
This Trust Deed is designed for investments in the Generation Planning Bond.It may be used by a single Settlor or joint Settlors who would like their policy to be held within a Discretionary Trust. |
United Kingdom (UK) | Trust Literature | English (EN) | Generation Planning Bond | FOS | Making a change to your policy, New Policy |
Generation Planning Bond – Key Features Document |
Generation Planning Bond – Key Features Document |
United Kingdom (UK) | Right to Change Your Mind Forms and guides/KFD | English (EN) | Generation Planning Bond | FOS | New Policy |
Generation Planning Bond – Product Guide |
This guide aims to help clients understand the Generation Planning Bond product. |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Generation Planning Bond | FOS | New Policy |
Execution Only Form for Additional Single Premium Applicants |
You must read and sign this declaration should you wish to apply an additional premium investment to your existing bond without seeking financial advice. |
United Kingdom (UK) | Operational Forms | English (EN) | Delegation, Selection | New Policy | |
Legal Entity Identifier Notice – Utmost PanEurope dac |
Legal Entity Identifier Notice – Utmost PanEurope dac. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Selection Capital Redemption Bond Policy Conditions |
n/a |
United Kingdom (UK) | Policy Conditions | English (EN) | Selection | FOS | New Policy |
Delegation Capital Redemption Bond Policy Conditions |
N/A |
United Kingdom (UK) | Policy Conditions | English (EN) | Delegation | FOS | New Policy |
Selection Life Assurance Policy Conditions |
Policy Conditions Selection Life Assurance Policy Conditions UI PR 0051 |
United Kingdom (UK) | Policy Conditions | English (EN) | Selection | FOS | New Policy |
Discounted Gift Trust for Conversion of an Existing Selection Bond – Absolute Trust |
This trust deed is designed to be used only with pre-existing Selection bonds (written on a capital redemption basis and issued at least 12 months ago) now being converted to a discounted gift trust arrangement. |
United Kingdom (UK) | Operational Forms | English (EN) | Selection | FOS | Making a change to your 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’ |
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 |
Multi-Product Open Architecture Dealing Instruction Form (UWS) |
This form can be used for Utmost International Isle of Man Limited Evolution and Estate Planning Bond policies and Utmost PanEurope dac Selection and Generation Planning Bond policies.This form can also be used for Utmost PanEurope dac’s ex-Athora Open Architecture and ex-Aviva International Premier Portfolio policies. |
United Kingdom (UK) | Operational Forms | English (EN) | Estate Planning Bond, Evolution, Generation Planning Bond | FOS | Making a change to your policy |
Deed Appointing Additional Trustees (Settlor has Power of Appointment) |
Deed Appointing Additional Trustees whereby the Settlor has Power of Appointment. If the Trustees have Power of Appointment in the original deed, this deed will be invalid. |
United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | FOS | Addition to your Policy, Making a change to your policy |
Deed of Retirement of Trustee (Settlor has Power of Appointment) |
Deed of Retirement of Trustee whereby the Settlor has power of appointment. If the Trustee has power of appointment in accordance with the terms of the original trust, this deed will be invalid. |
United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | FOS | Addition to your Policy, Making a change to your policy |
Deed of Assignment of Policies |
This form should be used for assigning ownership of segments to an individual including slitting out segments to from a new bond.This is not for use with exQuilter policies. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
UWS Multi-Product Withdrawal and Surrender Form |
This form should only be used for surrender or withdrawal requests from products designed forUtmost International Isle of Man Limited within the UK market or for any product where the policyholder is now UK resident. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Surrender or Claim |
Loan Trust Waiver |
Loan Trust Waiver for Absolute and Discretionary Loan Trusts |
United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | New Policy | |
Deed of Appointment of Additional Trustee (Trustees have Power of Appointment) |
This draft deed is provided for the consideration of the parties and their legal advisers only. This deed should only be used where the Trustees have power of appointment. If the settlor has power of appointment, this deed will be invalid. |
United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | FOS | New Policy |
Deed of Retirement of Trustee (Trustees have Power of Appointment) |
A Deed of Retirement of Trustee for use where the trustees have power of appointment in the original deed. If the settlor has power of appointment, this deed will be invalid. |
United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Technical Sales Briefing – Why Use a Capital Redemption Bond? |
This document details the benefits of a Capital Redemption Bond. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Delegation, Estate Planning Bond, Evolution, Selection | FOS | New Policy |
Utmost Tax Guide for Individual Clients |
Utmost tax guide for UK resident individual clients for use with Evolution, Estate Planning Bond, Delegation, Selection and Generation Planning Bond. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Delegation, Estate Planning Bond, Evolution, Generation Planning Bond, Selection | FOS | New Policy |
Absolute Trust – Donor cannot be a Beneficiary |
The Trust Deed may be used by a single Donor or joint Donors, who wish to place a new or existing bond into an Absolute Trust and where the initial investment is with Utmost International Isle of Man Limited or Utmost PanEurope dac. |
United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | FOS | New Policy |
Discretionary Trust |
The Trust Deed may be used by a single Settlor (or joint Settlors) who wishes to place a new or existing bond into a Discretionary Trust and where the investment is with Utmost International Isle of Man Limited or Utmost PanEurope dac. |
United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | FOS | New Policy |
UWS Probate absolute trust deed |
This Trust Deed can be used when the Donor wants to take out a new policy or transfer an existing policy into Trust. |
United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | FOS | New Policy |
Loan Trust |
Discretionary Trust Deed and Loan Agreement |
United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | FOS | New Policy |
Adviser Charge Summary |
This is a guide to the terminology we use when it comes to adviser charging. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
UWS Loan Trust – A FAQ for Financial Advisers |
This is a technical FAQ document about loan trusts for financial advisers. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
UIIOM Investor Protection Brochure |
This guide describes certain aspects of the legal and regulatory framework applicable to Utmost International Isle of Man Limited, created in order to safeguard policyholders through effective governance, risk management and oversight related to insurer financial strength and solvency. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
International Portfolio Bonds at a glance – client infographic |
The key Benefits of International Bonds. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Delegation, Estate Planning Bond, Evolution, Selection | New Policy | |
Utmost Loan Trust Guide |
This guide focuses on some of the common benefits and issues associated with the use of the Loan Trust together with an investment bond. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | Making a change to your policy, New Policy |
Application Form for Additional Single Premium Investment, for Individual Policyholders with an International Portfolio Bond or Selection Bond |
Application Form for Individual Policyholders who have an International Portfolio Bond or Selection Bond who wish to apply for a Additional Single Premium Investment with Utmost PanEurope dac. |
United Kingdom (UK) | Application Form | English (EN) | Selection | FOS | Making a change to your policy |
Loan Trust – Deed of Appointment of Additional Trustee |
Loan Trust Deed to appoint additional trustee(s) for use with Utmost Loan Trust arrangements under which the trustees have the power to appoint new trustees. |
United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Loan Trust Deed of Retirement of Trustees |
This deed is for use with Loan Trust arrangements only where the continuing trustees wish to release the retiring trustee(s) from their obligations under the Trust and Loan Agreement. |
United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Technical Sales Briefing – Cash Forecasting – Making Bond Cash Management Easier |
This document explains the process for Utmost International Isle of Man Limited’s Evolution and Estate Planning Bond and Utmost PanEurope dac’s Selection, Delegation and Generation Planning Bond. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Delegation, Estate Planning Bond, Evolution, Generation Planning Bond, Non Product Specific, Selection | FOS | New Policy |
Utmost Guide to the Taxation of International Portfolio Bonds (adviser) |
The purpose of this guide is to explain the ways in which the proceeds from your client’s international portfolio bond may be taxed. We also cover how UK income tax will be calculated when proceeds are taken, including the effects of top-slicing relief, time-apportioned reductions and other aspects of UK taxation. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Specimen Deed of Appointment of an Absolute Beneficial Interest Under Trust |
This deed is designed to be used immediately before the chosen segments are surrendered, using a Withdrawal or Surrender Form. |
United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | Making a change to your policy | |
Utmost Wealth Solutions Guide to Trusts |
This guide focuses on some of the issues that may arise when using an Utmost Wealth Solutions trust together with an investment bond. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
How can we help your client now, and in the future? |
Infographic for Utmost International Isle of Man Limited and Utmost PanEurope dac UK products. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Delegation, Estate Planning Bond, Evolution, Generation Planning Bond, Selection | FOS | New Policy |
Trust proposition tree |
This document details our trust proposition tree. Ensure any updates are replicated on the website – UWS | 05124 |
United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | FOS | Making a change to your policy, New Policy |
Selection – A Summary for Financial Advisers |
This guide summarises the Selection bond for Financial Advisers |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Selection | FOS | New Policy |
Key features of Selection |
This document details the key features of Selection |
United Kingdom (UK) | Right to Change Your Mind Forms and guides/KFD | English (EN) | Selection | FOS | New Policy |
Utmost PanEurope Online Dealing Access Authorisation Form |
Online Dealing Access Authorisation Form for Policyholders for Utmost PanEurope dac.This is not suitable for Corporate or Trust cases. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Online Dealing Access Authorisation Form for Investment Advisers |
Online Dealing Access Authorisation Form for Investment Advisers for Utmost PanEurope dac. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Key features of Delegation |
This is a summary of the key features of the Delegation Bond |
United Kingdom (UK) | Right to Change Your Mind Forms and guides/KFD | English (EN) | Delegation | FOS | New Policy |
Delegation at a Glance |
This infographic highlights some of the key features of Utmost PanEurope dac’s Delegation bond. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Delegation | FOS | New Policy |
Selection at a Glance |
This is an infographic with information about the Selection bond. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Selection | FOS | New Policy |
Guide for Selection Individual Applicants |
Guide for Selection Individual Applicants. |
United Kingdom (UK) | Operational Forms | English (EN) | Selection | FOS | New Policy |
Delegation Approved Discretionary Fund Managers List |
This document lists the approved Discretionary Fund Managers (DFMs) for Utmost PanEurope dac’s Delegation product. |
United Kingdom (UK) | Investment literature/Strategies | English (EN) | Delegation | FOS | Making a change to your policy, New Policy |
Adviser Charges Pack Agreement for Individuals, Trustees and Corporate Policyholders Form for Delegation and Selection |
Adviser charges pack agreement form for individuals, trustees and corporate policyholders for Utmost PanEurope dac’s Delegation and Selection. |
United Kingdom (UK) | Operational Forms | English (EN) | Delegation, Selection | FOS | New Policy |
Investor Declaration Form for Delegation and Selection |
Investor declaration form for Utmost PanEurope dac’s Delegation and Selection. |
United Kingdom (UK) | Operational Forms | English (EN) | Delegation, Selection | FOS | New Policy |
Utmost PanEurope Terms of Business Statement and Application Form for Intermediaries |
These Terms of Business regulate the relationship between Utmost PanEurope dac and the intermediary whose details are set out on the signatory page of these Terms of Business which are for the UK market. |
United Kingdom (UK) | Operational Forms | English (EN) | Delegation, Generation Planning Bond, Private Wealth Portfolio - UK, Selection | FOS | Making a change to your policy, New Policy |
Delegation – A Summary for Financial Advisers |
This is a summary of Delegation for Financial Advisers. |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Delegation | FOS | New Policy |
Delegation – Product Guide |
A client-facing guide detailing the features and benefits of the Delegation product. |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Delegation | FOS | New Policy |
Assignment of Policies form |
Assignment of policies form.For assigning policies to individuals only. |
United Kingdom (UK) | Operational Forms | English (EN) | Delegation, Selection | FOS | Making a change to your policy |
Appointment of Financial Adviser Form |
Please use this for to appoint a financial adviser for Utmost PanEurope dac’s Selection product. |
United Kingdom (UK) | Operational Forms | English (EN) | Selection | FOS | Making a change to your policy |
Nomination of External Manager and or Custodian Form for Delegation |
Nomination of external manager and or custodian form for Utmost PanEurope dac’s Delegation product. |
United Kingdom (UK) | Operational Forms | English (EN) | Delegation | FOS | Making a change to your policy |
Switch of Investment Objective and/or Risk Profile Form for Delegation only |
Switch of investment objective and/or risk profile form for Utmost PanEurope dac’s Delegation product only. |
United Kingdom (UK) | Operational Forms | English (EN) | Delegation | FOS | Making a change to your policy |
Dealing Account – Overdraft Clearance Instruction Form |
Please use this form to inform Utmost on what actions you would like to take in order to clear your overdraft. |
United Kingdom (UK) | Operational Forms | English (EN) | Estate Planning Bond, Evolution, Family Legacy Bond, Selection | FOS | Making a change to your policy |
Application Form for Trustee and Corporate Trustee Applicants for Selection with Utmost PanEurope dac |
Application Form for Trustee and Corporate Trustee Applicants who wish to apply for Selection with Utmost PanEurope dac. |
United Kingdom (UK) | Application Form | English (EN) | Selection | FOS | New Policy |
Application Form for Selection with Existing Pension Schemes with Utmost PanEurope dac |
Application Form for use with Existing Pension Schemes for application for Selection with Utmost PanEurope dac. |
United Kingdom (UK) | Application Form | English (EN) | Selection | FOS | New Policy |
Application Form for Individual Applicants resident in the UK for Delegation with Utmost PanEurope dac |
Application Form for Individual Applicants resident in the UK for Delegation with Utmost PanEurope dac. |
United Kingdom (UK) | Application Form | English (EN) | Delegation | FOS | New Policy |
Nomination of External Manager and/or Custodian Form for Selection |
Selection nomination of external manager and/or custodian form for use with Utmost PanEurope dac’s Selection bonds only. |
United Kingdom (UK) | Operational Forms | English (EN) | Selection | FOS | Making a change to your policy, New Policy |
Nomination of Investment Adviser Form for Generation Planning Bond and Selection |
Selection nomination of external manager and/or custodian form for use with Utmost PanEurope dac’s Selection bonds only. |
United Kingdom (UK) | Operational Forms | English (EN) | Generation Planning Bond, Selection | FOS | Making a change to your policy |
Application Form for Delegation Additional Single Premium Investment for Trustee and Corporate Trustee Policyholders with Utmost PanEurope dac |
Application Form for Trustee and Corporate Trustee Policyholders who wish to apply for Delegation Additional Single Premium Investment with Utmost PanEurope dac. |
United Kingdom (UK) | Application Form | English (EN) | Delegation | FOS | Making a change to your policy |
Delegation suitability paragraphs |
These sample paragraphs and their content are for your information and consideration only. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Delegation | Making a change to your policy, New Policy | |
Application Form for Individual Applicants to apply for an Selection Bond |
Application Form for Individual Applicants to apply for an Selection Bond. Issued by Utmost PanEurope dac for the UK market. |
United Kingdom (UK) | Application Form | English (EN) | Selection | FOS | New Policy |
Application Form for Corporate Applicants for Selection with Utmost PanEurope dac |
Application Form for Corporate Applicants who wish to apply for Selection with Utmost PanEurope dac. |
United Kingdom (UK) | Application Form | English (EN) | Selection | FOS | New Policy |
Selection suitability paragraphs |
These Utmost PanEurope dac’s Selection Bond suitability sample paragraphs and their content are for your information and consideration only. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Selection | FOS | |
Selection Product Guide |
This guide aims to help clients understand the Selection product. |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Selection | FOS | New Policy |
Application Form for Additional Single Premium Investment with an International Portfolio Bond or Selection Bond with Utmost PanEurope dac |
Application Form for Trustee and Corporate Trustee Policyholders who have an International Portfolio Bond or Selection Bond who wish to apply for Additional Single Premium Investment with Utmost PanEurope dac. |
United Kingdom (UK) | Application Form | English (EN) | Selection | FOS | Making a change to your policy |
Application Form for Selection Additional Single Premium Investment for Corporate Policyholders with Utmost PanEurope dac |
Application Form for Corporate Policyholders who wish to apply for Selection Additional Single Premium Investment with Utmost PanEurope dac. |
United Kingdom (UK) | Application Form | English (EN) | Selection | FOS | Making a change to your policy |
Application Form for Delegation for Trustee and Corporate Trustee Applicants resident in the United Kingdom |
Application Form for Trustee and Corporate Trustee Policyholders, resident in the UK who wish to apply for Delegation with Utmost PanEurope dac. |
United Kingdom (UK) | Application Form | English (EN) | Delegation | FOS | New Policy |
Application Form for Delegation Additional Single Premium Investment for Individual Policyholders with Utmost PanEurope dac |
Application Form for Individual Policyholders who wish to apply for Delegation Additional Single Premium Investment with Utmost PanEurope dac. |
United Kingdom (UK) | Application Form | English (EN) | Delegation | FOS | Making a change to your policy |