Documents
| Title | Description | Market | Asset Type | Language | Product | Regime | Process |
|---|---|---|---|---|---|---|---|
Policy Replacement Questionnaire and IFS-PR (Chinese) |
Policy Replacement Questionnaire should be completed for all new application. You only need to complete the IFS-PR if you have answered ‘yes’ or ‘Not yet decided’ in the Policy Replacement Questionnaire. |
Hong Kong (HK) | Operational Forms | Chinese (Traditional) (ZH) | 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 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 |
Declaration of Loss or Non-Receipt of Policy Form |
This declaration form is for use in Hong Kong only and can be used if your policy documents were lost, destroyed or never received. |
Hong Kong (HK) | Operational Forms | English (EN) | Non Product Specific | FOS | Surrender or Claim |
Tax Declaration and Self Certification for Individual Investors – Hong Kong (FATCA/CRS) |
This form is to be used by Individual Investors, in the Hong Kong market only, to confirm their country of Tax Residence and related Tax Identification Numbers. Bilingual – Chinese/English |
Hong Kong (HK) | Operational Forms | Chinese (Traditional) (ZH), English (EN) | Non Product Specific | FOS | New Policy |
Deed of Assignment Singapore |
Deed of assignment for one or more assignees. This deed should be used for Utmost International Isle of Man Singapore products only. |
Singapore (SG) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Appointment of a Lead Policyholder on the Flexible Investment Account |
This form can be used to appoint a lead policyholder – for use with the Flexible Investment Account |
Singapore (SG) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Underrättelse Om PantNotification of Pledge Form (Bilingual) |
This notification of pledge form can be used for pension agreement for Executive Investment Bond – Sweden.It is bilingual – English and Swedish. |
Sweden (SE) | Operational Forms | English (EN), Swedish (SV) | Executive Investment Bond | FOS | Making a change to your policy |
Declaration of Loss or Non-receipt of Policy Form |
This declaration form can be used if your Utmost International Isle of Manpolicy documents were lost, destroyed or never received. |
Middle East, Rest of the World, Singapore (SG) | Operational Forms | English (EN) | Non Product Specific | FOS | 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 – 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 | 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 |
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 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 |
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 |
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 |
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 |
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 |
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 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 |
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 |
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 |
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 |
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 |
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 |
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 | |
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 |
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 |
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 |
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 | |
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 | |
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 |
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 |
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 |
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 | |
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 |
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 |
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 |
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 |
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 |
Qualifying Non-UK Pension Scheme Brochure – for a Flexible Future |
This brochure provides information about overseas pension schemes that comply with Qualifying Non-UK Pension Scheme rules. |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 – 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 |
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 |
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 |
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 |
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 – 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 | |
Utmost Group |
For clients leaving Asia or the Middle East to settle in Europe with an existing Utmost policy |
Rest of the World | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | Making a change to your 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 | |
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 |
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 | |
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 |
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 |
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 |
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 |
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 |
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 |
The Utmost Advantage – Fitch Ratings |
Marketing Collateral The Utmost Advantage – Fitch Ratings UWS | 25200 |
Marketing Collateral | English (EN) | Non Product Specific | FOS | ||
Execution Only Form for Additional Single Premium Applicants |
Execution Only Form for Additional Single Premium Applicants |
United Kingdom (UK) | Operational Forms | English (EN) | Estate Planning Bond, Evolution | 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 |
Letter of Wishes Example Wordings |
When using a discretionary trust it is always desirable to record the Settlor’s wishes. These are normally recorded in a letter addressed to the trustees, hence the name ‘letter of wishes’. |
Rest of the World, United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | FOS | New Policy |
Tax Declaration and Self-Certification for Trusts |
For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for trusts where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust. |
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 |
Utmost International Trustee Solutions Limited Bare Trust with Investment Direction |
Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments. |
Hong Kong (HK), Middle East, Rest of the World | Trust Literature | English (EN) | Non Product Specific | FOS | New Policy |
Utmost International Trustee Solutions Limited Discounted Gift Trust (DGT) Deed (with Investment Direction) |
Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments. |
Hong Kong (HK), Middle East, Rest of the World | Trust Literature | English (EN) | Non Product Specific | FOS | New Policy |
Discounted Gift Trust Deed with Investment Direction (Manx Law – Bare version) |
This deed can be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee. Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments. |
Hong Kong (HK), Middle East, Rest of the World | Trust Literature | English (EN) | Non Product Specific | FOS | New Policy |
Utmost International Trustee Solutions Client Agreement Form |
For use with trusts incorporating a settlor’s investment direction (including terms of business, current fee scales and client money information sheet). |
Hong Kong (HK), Middle East, Rest of the World, Singapore (SG) | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Utmost International Trustee Solutions Limited Loan Trust Deed with Investment Direction (Manx Law) |
This deed can be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee. |
Hong Kong (HK), Middle East, Rest of the World | Trust Literature | English (EN) | Non Product Specific | FOS | New Policy |
Application Form for Executive Bond Loan Trust with Utmost International Trustee Solutions Limited |
Application Form for Investors wishing to invest in the Executive Bond or Executive Redemption Bond for consideration by Utmost International Trustee Solutions Limited as the Trustee for the Loan Trust you have created. Please note that you will also need to fill out the Tax Declaration and Self Certification document. |
Rest of the World | Application Form | English (EN) | Non Product Specific | FOS | New Policy |
Utmost International Trustee Solutions Limited Discretionary Trust with Investment Direction (Manx Law) |
This deed can only be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee. |
Hong Kong (HK), Middle East, Rest of the World | Trust Literature | English (EN) | Non Product Specific | FOS | New Policy |
Utmost International Trustee Solutions Limited Discretionary Trust with Investment Direction (Manx Law) |
This deed can be used where Utmost International Trustee Solutions Limited are to be appointed as Trustee. Please note this trust deed is Manx Law and only for use with Utmost International Isle of Man investments. |
Hong Kong (HK), Middle East, Rest of the World | Trust Literature | English (EN) | Non Product Specific | FOS | New Policy |
Utmost International Trustee Solutions Limited Client Agreement Form |
This form is required to obtain information about an applicant’s tax status under Automatic Exchange of Information (AEOI) regulations, Utmost International. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Utmost International Trust Company Policy Statement Form |
This form is used with our former Quilter International UK products where an ‘Investment Adviser’ (Advisory Fund Adviser) is being appointed. The form confirms that the adviser has discussed and agreed the Investment Objective with the settlor and any investment recommendations will fall within this category. The trustees will countersign this and agree to the objective agreed between IFA and Settlor. |
United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | FOS | New Policy |
Utmost International Trustee Solutions Discretionary Investment Manager Application Form |
This form can be used to appoint a Discretionary investment manager to a bond in trust with Utmost International Trustee Solutions Limited |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | 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 |
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 |
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 |
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 |
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 |
Tailored Life Trust Brochure |
A guide to the Utmost International Isle of Man Tailored Life Trust with VUL |
Middle East, Singapore (SG) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus), Tailored Life Plan (TLP) | FOS | New Policy |
Hong Kong switch form for use with Unit-linked accounts (English) |
Switch Form for use with Unit-Linked Accounts. For Hong Kong use only. |
Hong Kong (HK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Tax Declaration and Self-Certification for Trustee and Corporate Investors – Hong Kong (FATCA/CRS) |
This form is to be used by Trustee and Corporate Trustee Investors, in the Hong Kong market only, to confirm their country of Tax Residence and related Tax Identification Numbers. Bilingual – Chinese/English |
Hong Kong (HK) | Operational Forms | Chinese (Traditional) (ZH), English (EN) | Non Product Specific | FOS | New Policy |
Executive Investment Plan – Important facts statement and applicant’s declarations ILAS policy (Chinese) |
Chinese version of the Collective Investment Plan/Executive Investment Plan – Important facts statement and applicant’s declarations ILAS policy. |
Hong Kong (HK) | Tax and regulatory Literature/technical sales aids and literature | Chinese (Traditional) (ZH) | Executive Investment Plan | FOS | New Policy |
Supplementary Declaration and Application for SILK Life Plans |
This is a supplementary declaration and application for Hong Kong and Singapore SILK Life plan clients. It can be used to declare that you accept the addition, amendments and corrections to your application. |
Singapore (SG) | Operational Forms | English (EN) | Silk Life Plan (Life Cover only) | FOS | New Policy |
Silk Life Plan Product Summary |
This Utmost International Isle of Man Limited Product Summary of the Silk Life Plan, available to Accredited Investors in Singapore, should be read before applying for a Silk Life Plan. |
Singapore (SG) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | New Policy |
Silk Life Plan At a Glance |
This at a glance document from Utmost International Isle of Man Limited highlights the main features of the Silk Life Plan available to Accredited Investors in Singapore. |
Singapore (SG) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | New Policy |
Letter of Authorisation- Silk Life Plan |
This document can be used to authorise an individual or entity to make investment decisions and provide instructions to the Authorised Custodian in respect of your Utmost International Isle of Man Limited Silk Life Plan. |
Singapore (SG) | Operational Forms | English (EN) | Silk Life Plan (Life Cover only) | FOS | Making a change to your policy |
Lifestyle Trust Deed (Manx Law – Discretionary Version) |
Complete this deed to set up a Lifestyle Trust (Manx Law version) |
Middle East, Rest of the World, United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | FOS | New Policy |
IOM Data Protection – Your Individual Rights |
This document lays out your Data Protection Rights. |
United Kingdom (UK) | Compliance and Risk Collateral (privacy notices/footers etc) | English (EN) | Non Product Specific | FOS | 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 |
The Super Six Sales Aid (Chinese) |
This document provides a high-level summary of some of the key UK taxation benefits which anUtmost International – Isle of Man offshore bond can provide to a UK expatriate investor. |
Rest of the World, Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Non Product Specific | FOS | New Policy |
Policy Replacement Questionnaire and IFS-PR (English) |
This Policy Replacement Questionnaire should be completed for all new applications. You only need to complete the IFS-PR if you have answered ‘yes’ or ‘Not yet decided’ in the Policy Replacement Questionnaire. |
Hong Kong (HK) | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Questions and Answers – Deemed Gains Tax on your Executive Bond |
This Q and A document explains deemed gains tax on an Executive Bond. |
Middle East, United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Application Form for Individual, Trustee and Corporate Investors of the International Wealth Bond with Utmost International Isle of Man |
Application Form for Individual, Trustee and Corporate Investors, wishing to invest in the International Wealth Bond. Please note that you will also need to fill out the relevant 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 |
Death Claim Form |
This form can be used to notify us of the death of the policy holder on the Utmost International Isle of Man Life Insurance Portfolio, Silk Life Plan and Tailored Life Plan. |
Middle East, Singapore (SG) | Operational Forms | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus), Tailored Life Plan (TLP) | FOS | Surrender or Claim |
Solutions for Structured Wealth Planning Brochure |
This document can be used for people looking to grow, preserve and transfer their wealth to the next generation. |
Middle East, Rest of the World | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Deemed Gains Tax on your Executive Bond if you are planning to become UK Resident and/or UK Tax Resident |
This Q and A document explains deemed gains tax on an Utmost International Isle of ManExecutive Bond for individuals planning to become UK resident and/or UK tax resident. |
Middle East | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
The Importance of Trust Planning for Families Case Study |
This example case study is for use in Hong Kong and Singapore only and should be used by financial advisers and financial adviser representatives with their clients. |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | New Policy | |
The Lucky Eight Sales Aid (ZH SG) |
This document highlights 8 key benefits for China tax residents using investment-linked life insurance policies. |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Non Product Specific | FOS | New Policy |
The Importance of Trust Planning for Families Case Study |
This example case study is for use in Hong Kong and Singapore only and should be used by financial advisers and financial adviser representatives with their clients. |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | New Policy | |
The Power of Tax Deferral (Chinese) |
This document highlights the benefits of tax deferral once a clients investment is held in a tax-efficient structure, such as an investment-linked life insurance policy. |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Non Product Specific | New Policy | |
The Lucky Eight Sales Aid (EN) |
This document highlights 8 key benefits for China tax residents using investment-linked life insurance policies. |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Private Placement Life Insurance brochure – Chinese |
This adviser facing sales aid highlights the four reasons why high net worth clients would use PPLI: Wealth transfer, wealth growth, wealth preservation and wealth protection. |
Singapore (SG) | Product Guides/Brochures/Snapshots and Training Materials | Chinese (Simplified) (ZH) | Non Product Specific | New Policy | |
Succession Planning for China Tax Residents (EN) |
This guide provides information on the succession planning options and tax position of your clients who own an Utmost International investment-linked life insurance policy and are already or will become tax residents of China. |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Succession Planning for Clients who are China Tax Residents ZH SG |
This guide provides information on the succession planning options and tax position of your clients who own an Utmost International investment-linked life insurance policy and are already or will become tax residents of china. |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | Chinese (Traditional) (ZH) | Non Product Specific | FOS | New Policy |
The Power of Tax Deferral |
This document highlights the benefits of tax deferral once a clients investment is held in a tax-efficient structure, such as an investment-linked life insurance policy. |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | Surrender or Claim | |
Succession Planning for Clients who are China Tax Residents ZH SG |
This guide provides information on the succession planning options and tax position of your clients who own an Utmost International investment-linked life insurance policy and are already or will become tax residents of China. |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Non Product Specific | FOS | New Policy |
Private Placement Life Insurance A Tool for Structured Life Planning |
This adviser facing guide highlights the four reasons why high net worth clients would use Private Placement Life Insurance: Wealth transfer, wealth growth, wealth preservation and wealth protection. |
Singapore (SG) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Non Product Specific | New Policy | |
Application Form for Top Up or New Investors into Executive Investment Account (Discretionary) with Utmost International Isle of Man |
Application Form for Top Up or New Investors into Executive Investment Account (Discretionary). For Accredited Investors, Individual, Joint, Corporate and Trustee Investors. |
Singapore (SG) | Application Form | English (EN) | Executive Investment Account | FOS | New Policy |
Efficiently and effectively passing on your wealth (Chinese) |
This sales aid explores the main differences between the benefits of investing in a portfolio bond with nominations as opposed to writing a will. |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Non Product Specific | New Policy | |
Your Complaint Utmost International Isle of Man |
This leaflet explains what you need to do if you are dissatisfied, and details what to expect from us when you complain. |
Hong Kong (HK), Middle East, Rest of the World, Singapore (SG) | Compliance and Risk Collateral (privacy notices/footers etc) | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Investment Withdrawal Options for your Clients Guide |
This document shows you the different portfolio bond withdrawal options available for you current and future UK clients. |
Middle East, Rest of the World | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | Surrender or Claim |
Efficiently and Effectively Passing on your Wealth Case Study |
This sales aid explores the main differences between the benefits of investing in a Utmost International Isle of Man portfolio bond with nominations as opposed to writing a will. |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | New Policy | |
Request to appoint a DAM (Singapore) |
Request for Utmost International Isle of Man Limited to Appoint a Discretionary Asset Manager (On a Discretionary Basis). For use with the Executive Investment Account and Silk Life Plan only (for Singapore use only). |
Singapore (SG) | Operational Forms | English (EN) | Executive Investment Account, Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | Making a change to your policy |
Tailored Life Trust Cumulative Chargeable Lifetime Transfer Examples |
The document is a sales aid and provides financial advisers with Tailored Life Trust Cumulative chargeable lifetime transfer examples. |
Middle East, Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Executive Investment Account Reasons Why Document |
This document suggests some of the ‘reasons why’ to invest in this product that you may wish to incorporate within your recommendation letters for your clients. |
Singapore (SG), United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Executive Investment Account | New Policy | |
UK properties held through an overseas company (Chinese) |
Sales aid for financial advisers with case studies looking at UK properties held through an overseas company. |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Non Product Specific | New Policy | |
HNW Introductory Brochure (English) |
How our solutions can help with wealth planning. |
Middle East, Rest of the World, Singapore (SG) | Marketing Collateral | English (EN) | Non Product Specific | FOS | New Policy |
Additional Premium Top Up Form for International Select Bond and European Select Bond with Utmost International Isle of Man |
Additional Premium Top Up Form for International Select Bond and European Select Bond. |
Application Form | English (EN) | Non Product Specific | Making a change to your policy | ||
Online Data Capture Form for Submitting Business on Wealth Interactive for Utmost International Isle of Man Policies |
Online Data Capture Form for Financial Advisers to gather the necessary information from a client via Wealth Interactive for new business for Utmost International Isle of Man policies. |
Gibraltar (GI), Hong Kong (HK), Malta (MT), Middle East, Singapore (SG), Spain (ES), Sweden (SE), United Kingdom (UK) | Application Form | English (EN) | Non Product Specific | FOS | New Policy |
Application Form for Individual, Corporate and Trustee Investors of the Collective or Executive Bond with Utmost International Isle of Man |
Application Form for Individual, Corporate and Trustee Investors wishing to invest in the Executive or Collective Bond. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document. |
Middle East | Application Form | English (EN) | Executive Investment Bond, Executive Redemption Bond, Executive Redemption Bond – QIME | FOS | New Policy |
Application Form for new investors in Wealth Portfolio with Utmost International Isle of Man |
Application Form for Individual, Joint, Corporate and Trustee Investors, wishing to invest in the Wealth Portfolio with Quilter Cheviot appointed as the DAM. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document. |
Middle East | Application Form | English (EN) | Non Product Specific | FOS | New Policy |
Unit Linked Accounts Withdrawal/Closure/Maturity Form (English) |
This form should only be used to request a partial, full surrender or maturity from the following Utmost International unit-linked products Managed Capital Account, Managed Savings Account, Managed Pension Account, Executive Wealthbuilder Account and European Capital Account. |
Europe Expat, Hong Kong (HK), Middle East, Rest of the World, United Kingdom (UK) | Operational Forms | English (EN) | Managed Capital Account | FOS | Surrender or Claim |
Advisory Fee Authority – Unit-linked Plans |
This form can be used if you wish to make arrangements to pay an advisory fee to an intermediary for advice provided in respect of your Utmost International Isle of Man account. |
Singapore (SG) | Operational Forms | English (EN) | Non Product Specific | Making a change to your 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 |
Important Facts Statement for Mainland Policyholders Purchasing Life Assurance Policies In Hong Kong with Utmost International Limited, bilingual Chinese / English form |
This Important Facts Statement is for disclosure of information by the Insurance Company, as required by the Hong Kong Insurance Regulator, for Mainland Policyholders Purchasing Life Assurance Policies In Hong Kong. Bilingual Chinese / English Form. |
Hong Kong (HK) | Application Form | Chinese (Simplified) (ZH), English (EN) | Non Product Specific | FOS | Addition to your Policy |
Enhanced Trail Commission Singapore version |
This document describes the terms on which Utmost International Isle of Man Limited (Utmost International) agrees to pay enhanced trail commission (‘ETC’) to the Intermediary. |
Singapore (SG) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Taxation of an Offshore Life Assurance Policy for your UK Resident Israeli Clients, Moving or Returning to Israel |
This document provides an explanation of the taxation of an offshore life assurance policy for your UK resident Israeli clients, moving or returning to Israel. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Taxation of an Offshore Life Assurance Policy for your Non-Israeli Resident Clients Moving or Returning to Israel |
An explanation of the taxation of an offshore life assurance policy for your non-Israeli resident clients moving or returning to Israel. |
Europe Expat, Rest of the World, United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | 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 |
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 |
Non-Resident Indian Estate Planning |
A client-facing guide to using an Utmost International Isle of Man offshore bond for estate planning for non-resident Indian investors. |
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 |
Taxation of an Offshore Life Assurance Policy Purchased Outside of Israel by an Israeli Resident |
This document provides an explanation of the taxation of an offshore Utmost International Isle of Man Limited life assurance policy purchased outside of Israel by an Israeli resident. |
Europe Expat, 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 |
Education sales aid |
Sales aid about the cost of a child’s education |
Middle East | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | New Policy | |
Wealth Management Plan – Request to Change Tier Form (Bilingual) |
Please complete this form if you want to request access to Tier 2 Assets under your Wealth Management Plan.For use in Hong Kong and the Wealth Management Plan only. |
Hong Kong (HK) | Operational Forms | Chinese (Traditional) (ZH), English (EN) | Wealth Portfolio – Life, Wealth Portfolio – Redemption, Wealth Portfolio – Redemption – QIME | Making a change to your policy | |
Unit Linked Polices Premium Amendment Form |
Utmost International Isle of Man Limited Unit Linked Premium Amendment Form for Managed Savings Account, Managed Pension Account, Managed Capital Account and Executive Wealthbuilder Account. |
Middle East, Rest of the World | Application Form | English (EN) | Legacy Product (Closed), Managed Capital Account | FOS | Making a change to your policy, New Policy |
HNW Introductory Brochure (Chinese) |
How our solutions can help with wealth planning. |
Hong Kong (HK) | Marketing Collateral | Chinese (Traditional) (ZH) | Non Product Specific | FOS | New Policy |
Affordability Declaration (Bilingual) |
This document can be used by applicants over aged 60 – to declare the affordability of the relevant premium invested. |
Hong Kong (HK) | Operational Forms | Chinese (Simplified) (ZH), English (EN) | Non Product Specific | New Policy | |
Application Form for Top-ups into Managed Capital Account, Managed Savings Account or Managed Pension Account with Utmost International Limited, Bilingual – Chinese / English |
Application Form for Clients who wish to Top Up their Managed Capital Account, Managed Savings Account or Managed Pension Account. Bilingual – Chinese / English version. |
Hong Kong (HK) | Application Form | Chinese (Traditional) (ZH), English (EN) | Managed Capital Account | FOS | Making a change to your policy |
Insurability Information of Second Life Assured Form for Silk Life Plan with Utmost International Limited. Singapore Accredited Investors only. |
Insurability Information of Second Life Assured Form for Silk Life Plan. Singapore Accredited Investors only. |
Singapore (SG) | Application Form | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | New Policy |
Important Facts Statement and Applicants Declarations Form for Wealth Management Plan with Utmost International Limited (Chinese) |
Important Facts Statement and Applicants Declarations Form for Wealth Management Plan (Chinese Version). |
Hong Kong (HK) | Application Form | Chinese (Traditional) (ZH) | Non Product Specific | FOS | Addition to your Policy |
Asset Transfer Form for Wealth Management Plan with Utmost International Limited Hong Kong, Bilingual Chinese / English |
This Bilingual Chinese / English form should be used when transferring external assets to Utmost International under your Wealth Management Plan. Before completing this form please make sure you receive and read the relevant principal brochure and Product Key Facts of the Wealth Management Plan. |
Hong Kong (HK) | Application Form | English (EN) | Non Product Specific | New Policy | |
Silk Concept Sheet – Estate equalisation (Singapore – Chinese) |
Sales aid in Chinese for the Silk Life Plan – Estate Equalisation |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | Making a change to your policy | |
Silk Concept Sheet – Business continuation buy/sell (Singapore – Chinese) |
Business continuation buy/sell sales aid – Chinese version. |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | New Policy | |
Silk At A Glance (Singapore – Chinese) |
This at a glance document highlights the main features of the Silk Life Plan. |
Singapore (SG) | Product Guides/Brochures/Snapshots and Training Materials | Chinese (Simplified) (ZH) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | New Policy |
Silk Life Product Summary (Chinese) |
This document is a summary of the product and should be read before investing in the Silk Life Plan. |
Singapore (SG) | Product Guides/Brochures/Snapshots and Training Materials | Chinese (Simplified) (ZH) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | New Policy |
Declaration form for Continued Insurability SILK Life Plan |
This form should be used to declare continued insurability for the SILK Life Plan. |
Singapore (SG) | Operational Forms | English (EN) | Silk Life Plan (Life Cover only) | FOS | New Policy |
Silk product brochure (Singapore – Chinese) |
Client brochure promoting the benefits of investing in the Silk Life Plan. |
Singapore (SG) | Product Guides/Brochures/Snapshots and Training Materials | Chinese (Simplified) (ZH) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | New Policy |
Silk Concept Sheet – Privacy Protection (Singapore – Chinese) |
Sales aid in Chinese with information about privacy protection with the Silk Life Plan. |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | New Policy | |
Silk Concept Sheet – Legacy planning (Singapore – Chinese) |
Sales aid in Chinese. Legacy planning with the Silk Life Plan. |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | Chinese (Simplified) (ZH) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | New Policy | |
Professional Investor Declaration Corporate Trust (ie trust corporation) Applicants |
This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for corporate trust (ie trust corporation) applicants. |
Hong Kong (HK) | Operational Forms | Chinese (Simplified) (ZH), English (EN) | Non Product Specific | New Policy | |
Silk Concept Sheet – Privacy Protection (Singapore – English) |
Sales aid in English with information about privacy protection with the Silk Life Plan. |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | New Policy | |
Professional Investor Declaration for Individual Applicants |
This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for individual applicants. |
Hong Kong (HK) | Operational Forms | Chinese (Simplified) (ZH), English (EN) | Non Product Specific | New Policy | |
Professional Investor Declaration Corporate Partnership Applicants (Bilingual) |
This is a Professional Investor Declaration for Investment in investment linked assurance scheme and non SFC authorised underlying asset choices for corporate partnership applicants. |
Hong Kong (HK) | Operational Forms | Chinese (Simplified) (ZH), English (EN) | Non Product Specific | New Policy | |
Silk Life Plan Product Brochure |
Utmost International Isle of Man Limited brochure promoting the benefits of investing in the Silk Life Plan for Accredited Investors in Singapore. This brochure is English, Chinese version isULQ PR | 10227 |
Singapore (SG) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | New Policy |
Silk Concept Sheet – Business Continuation Buy/Sell (Singapore – English) |
Business continuation buy/sell sales aid. English version. |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | New Policy | |
Silk Concept Sheet – Estate Equalisation (Singapore) English |
Sales aid in English for the Silk Life Plan – Estate Equalisation |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | Making a change to your policy | |
Silk Concept Sheet – Legacy Planning (Singapore) (English) |
Legacy planning with the Silk Life Plan. Sales aid in English. |
Singapore (SG) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | New Policy | |
Policy Terms and Conditions for Silk Life Plan |
Policy Terms and Conditions for Utmost International Isle of Man Limited – Singapore branch’s Silk Life Plan. This product is only suitable for Singapore Accredited Investors. |
Singapore (SG) | Policy Conditions | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | New Policy |
Application Form for Top Ups into Collective Investment Bond, Collective Investment Plan, Executive Investment Bond or Wealth Management Plan with Utmost International Limited, (Hong Kong) Bilingual form – Chinese / English |
Application Form to add an additional lump sum to an existing Collective Investment Bond, Collective Investment Plan, Executive Investment Bond or Wealth Management Plan. Bilingual – Chinese / English version. Please note that you will also need to fill out the Tax Declaration and Self Certification document, if applicable. |
Hong Kong (HK) | Application Form | Chinese (Traditional) (ZH), English (EN) | Executive Investment Bond | FOS | Addition to your Policy |
Telegraphic Transfer Details for Utmost International Isle of Man Limited |
This document contains the telegraphic transfer details for transferring money to Utmost International Isle of Man Limited via Wealth Interactive. |
Europe Expat, Middle East, Sweden (SE), United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Wealth Interactive: Online Declaration for Isle of Man products |
Wealth Interactive online declaration for Utmost International IoM products. |
Middle East | Guides and Supporting Documents | English (EN) | Executive Investment Bond, Executive Redemption Bond, Executive Redemption Bond – QIME | FOS | New Policy |
Important Facts Statement (IFS) Executive Wealthbuilder Account (Chinese) |
Important Facts Statement and Applicants Declarations. |
Hong Kong (HK) | Right to Change Your Mind Forms and guides/KFD | Chinese (Traditional) (ZH) | Non Product Specific | FOS | Addition to your Policy |
Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Wealth Management Plan (English) Utmost International Isle of Man Limited |
Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Wealth Management Plan (English). |
Hong Kong (HK) | Application Form | English (EN) | Non Product Specific | FOS | Addition to your Policy |
Executive Investment Account Application for a New Policy or an Additional Investment |
Please use this application to apply for Utmost International Isle of Man Limited’s Executive Investment Account. To apply you must be an individual, entity or trustee acting on behalf of a trust that qualifies as a Singapore Accredited Investor. |
Singapore (SG) | Application Form | English (EN) | Executive Investment Account | FOS | New Policy |
Guidance Notes for Investment Account for Individual Investors |
Guidance notes to accompany the application form for individual investors wishing to invest in the Investment Account. |
Singapore (SG) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Non Product Specific | FOS | New Policy |
Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Managed Savings Account/Managed Pension Account (English) Utmost International Isle of Man Limited |
Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Managed Savings Account/Managed Pension Account. |
Hong Kong (HK) | Application Form | English (EN) | Managed Capital Account | FOS | Addition to your Policy |
Important Facts Statement (IFS) Form and Applicant’s Declarations for Managed Capital Account (Chinese) Utmost International Isle of Man Limited |
Important Facts Statement (IFS) Form and Applicant’s Declarations for Managed Capital Account (Chinese). |
Hong Kong (HK) | Application Form | Chinese (Traditional) (ZH) | Managed Capital Account | FOS | Addition to your Policy |
Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Managed Savings Account/Managed Pension Account (Chinese) Utmost International Isle of Man Limited |
Important Facts Statement (IFS) and Applicant’s Declaration Form for Investment-Linked Assurance Scheme (ILAS) policy with Managed Savings Account/Managed Pension Account (Chinese). |
Hong Kong (HK) | Application Form | Chinese (Traditional) (ZH) | Managed Capital Account | FOS | Addition to your Policy |
Important Facts Statement (IFS) Executive Wealthbuilder Account (English) |
Important Facts Statement and Applicants Declarations. |
Hong Kong (HK) | Right to Change Your Mind Forms and guides/KFD | English (EN) | Non Product Specific | FOS | Addition to your Policy |
Important Facts Statement (IFS) Form for Collective Investment Bond/Executive Investment Bond (English) Utmost International Isle of Man Limited |
Important Facts Statement (IFS) Form for structure A and B. For all other charging structure variations, please contact us for the relevant form. |
Hong Kong (HK) | Application Form | English (EN) | Executive Investment Bond | FOS | Addition to your Policy |
Important Facts Statement (IFS) Form and Applicant’s Declarations for Managed Capital Account (English) Utmost International Isle of Man Limited |
Important Facts Statement (IFS) Form and Applicant’s Declarations for Managed Capital Account (English), |
Hong Kong (HK) | Application Form | English (EN) | Managed Capital Account | FOS | Addition to your Policy |
Wealth Interactive – Master User Registration Form for Existing Firms |
Please use this form to appoint a master user to Wealth Interactive for adviser firms who already have terms of business with us.This form will allow us access to a nominated master user within your firm who can then grant access to other users (including other master users within your firm). |
Hong Kong (HK), Middle East, Rest of the World, Singapore (SG), United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Dealing Instruction Form (Sweden) |
Purchase/sales requests – A minimum of £2.500, or equivalent in other currencies, must be invested in any one asset. This form may also be used to instruct currency conversion. |
Sweden (SE) | Investment literature/Strategies | Swedish (SV) | Executive Investment Bond | FOS | New Policy |
QROPS QNUPS SIPP Investment Adviser Appointment Authorisation Executive Investment Account |
This form is to be used by the Trustees to appoint the Pension Member as an Investment Adviser on the Executive Investment Account. |
Singapore (SG) | Operational Forms | English (EN) | Executive Investment Account | FOS | Making a change to your policy |
Executive Investment Bond – Swedish Document |
Executive Investment Bond – Swedish Document. |
Sweden (SE) | Operational Forms | Swedish (SV) | Executive Investment Bond | FOS | New Policy |
Declarations for the Executive Investment Account, Flexible Investment Account and Investment Account |
Declarations that apply to all applicants for Utmost International Isle of Man Limited Singapore branch’s Executive Investment Account, Flexible Investment Account and Investment Account. |
Singapore (SG) | Policy Conditions | English (EN) | Executive Investment Account | New Policy | |
Executive Investment Account New Business and Top-up Application form for QROPS, QNUPS, SIPP and IPP Trustee Investors |
Application Form for setting up a new account or adding to your Executive Investment Account for the Trustee of the QROPS, QNUPS, IPP or SIPP who have Acceptable Applicant Status (Accredited Investor). Please note that you will also need to fill out the Tax Declaration and Self Certification document. |
Singapore (SG) | Application Form | English (EN) | Executive Investment Account | FOS | New Policy |
Adding to Your Executive Wealthbuilder Account Form |
Utmost International Isle of Man Limited top-up form. This document should be used by financial advisers, their staff or families (that have been offered the Executive Wealthbuilder Account special terms). This form can only be used for top-ups as this product is closed to new business. |
Middle East | Operational Forms | English (EN) | Legacy Product (Closed) | FOS | Addition to your Policy, Making a change to your policy |
Beneficiary Nomination Request Form – for Accountholders Policyholders |
This form can be used where the Accountholders wish to transfer the ownership of the Contract on the death of the Relevant Accountholder and this does not bring the Contract to an end;orFor use by both Individual and Corporate Accountholders. Where the Accountholders wish to transfer the ownership of the benefits on the death of the Relevant Life Assured and this brings the Contract to an end. |
Hong Kong (HK), Middle East, United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Why Invest in the Executive Bond? |
This financial adviser guide provides the 11 key benefits for your clients investing in the Executive Bond. |
Malta (MT), Middle East | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Executive Investment Bond | FOS | New Policy |
Executive Bond – at a Glance – Life Assurance Version |
This at a glance document highlights the main features of the Utmost International Isle of Man Liimited Executive Investment Bond – Life Assurance version. |
Middle East | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Executive Investment Bond | FOS | New Policy |
Executive Bond – at a Glance – Redemption Version |
This at a glance document highlights the main features of the Utmost International Isle of Man Limited Executive Redemption Bond. |
Middle East | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Executive Investment Bond | FOS | New Policy |
Executive Bond client brochure – discerning investor |
Client brochure promoting the benefits of investing in the Executive Bond. |
Middle East | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Executive Investment Bond, Executive Redemption Bond, Executive Redemption Bond – QIME | FOS | New Policy |
Death Claim Form – Upon Death of the Relevant Life Assured |
This form should be completed by a Claimant to request payment upon death of the relevant life assured. For use with Ex Quilter Isle of Man and Ireland policies except SILK, Life Insurance Plan and Tailored Life Plan. |
Europe Expat, Rest of the World, United Kingdom (UK) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOS | Surrender or Claim |
Singapore Trust Beneficiary Form 6 – Notice of Revocation of Revocable Nomination |
This form can only be used to give notice of the revocation, under section 49M(7)(a) or (b) of the Insurance Act (Cap. Executive Redemption Bond – PRIIPs), of revocable nomination made in respect of one relevant policy. |
Singapore (SG) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Utnämning Av InvesteringsrådgivareAppointment of Fund Adviser Form |
This is an appointment of fund adviser form for Executive Investment Bond – Sweden.It is bilingual – English and Swedish. |
Sweden (SE) | Operational Forms | English (EN), Swedish (SV) | Executive Investment Bond | FOS | Making a change to your policy |
Executive Investment Bond (Sweden) Origin of Wealth Guidelines |
Executive Investment Bond (Sweden) Origin of Wealth Guidelines. |
Sweden (SE) | Tax and regulatory Literature/technical sales aids and literature | Swedish (SV) | Executive Investment Bond | FOS | New Policy |
Singapore Trust Beneficiary Form 4 – Revocable Nomination |
This form can only be used to make a revocable nomination in respect of one relevant policy. For use in the Singapore market only. |
Singapore (SG) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Singapore Trust Beneficiary Form 5 – Revocation of Revocable Nomination |
This form can only be used to revoke a revocable nomination made in respect of one relevant policy. For use in the Singapore market only. |
Singapore (SG) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Collective Investment Account Appointment Form |
This form is for use where the applicant for, or existing Bond Owner of, an Utmost International Isle of Man Limited is UK resident and has requested the underlying investment choice for the Bond to be a Collective Investment Account (‘CIA’) provided by Quilter Investment Platform Limited.This is suitable for the following products: International Portfolio Bond – Life / International Portfolio Bond – Redemption, Collective Redemption Bond / Collective Investment Bond or Executive Redemption Bond / Executive Investment Bond. |
United Kingdom (UK) | Operational Forms | English (EN) | International Investment Bond Redemption – ME | FOS | Making a change to your policy |
Singapore Trust Beneficiary Nomination Form 1 |
The Trust Beneficiary Nomination for is for use in the Singapore market only and is to be used to make a trust nomination in respect of one relevant policy only. |
Singapore (SG) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Singapore Trust Beneficiary Revocation of Nomination Form 2 |
This form can only be used to revoke a trust nomination made in respect of one relevant policy. |
Singapore (SG) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Singapore Trust Beneficiary Appointment, or Revocation of Appointment, of Trustee of Policy Moneys Form 3 |
This form can only be used to appoint, or revoke the appointment, of one or more trustees of policy moneys payable under one relevant policy. For use in the Singapore market only. |
Singapore (SG) | Trust Literature | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Utmost International Isle of Man Letter of Wishes Form |
This form can be used should the settlors like to include additional wishes be taken into account with regard to the Declaration of Trust. |
Rest of the World, United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Executive Investment Account Product Summary |
This Utmost International Isle of Man Limited document is a summary of the product and should be read, by Singapore Accredited Investors, before applying for an Executive Investment Account. |
Singapore (SG) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Executive Investment Account | FOS | New Policy |
Utmost International Isle of Man Intermediary Terms of Business |
These Intermediary Terms of Business and the Rates of Commission govern your relationship with Utmost International Isle of Man Limited (Utmost International) and cover the way we do business with you, the Intermediary. These Intermediary Terms of Business and any documents referred to in it replace any previous Terms of Business you have with Quilter International. |
Europe Expat, Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK) | Guides and Supporting Documents | English (EN) | Non Product Specific | FOS | New Policy |
Request for Fixed Account Loan Withdrawal Form |
This form can be used to request Utmost International Isle of Man or Utmost PanEurope to transfer monies to the fixed account and issue a loan withdrawal for the same amount. |
Europe Expat, Middle East, Rest of the World | Operational Forms | English (EN) | Non Product Specific | FOS | Surrender or Claim |
Executive Investment Account Product Brochure |
Utmost International Isle of Man Limited product brochure promoting the benefits of investing in the Executive Investment Account; available in Singapore to Accredited Investors only. |
Singapore (SG) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Executive Investment Account | FOS | New Policy |
Details of your Policy Executive Investment Account Policy Terms and Conditions |
Policy Terms and Conditions for Utmost International Isle of Man Limited Singapore Branch’s Executive Investment Account – available in Singapore to Accredited Investors. |
Singapore (SG) | Policy Conditions | English (EN) | Executive Investment Account | FOS | New Policy |
Policy Terms and Conditions for Executive Redemption Bond |
Policy Terms and Conditions for Utmost International Isle of Man Limited’s Executive Redemption Bond. |
Middle East, Rest of the World | Policy Conditions | English (EN) | Executive Redemption Bond, Executive Redemption Bond – QIME | FOS | New Policy |
Unit Linked Individual Investor Premium Amendment form for use with Heritage products |
Utmost International Isle of Man Limited form that can be used to increase or decrease regular premiums, to pay an additional single premium (top-up), to change frequency or to reinstate a policy. It can be used with Managed Savings Account, Managed Pension Account, Managed Capital Account and Executive Wealthbuilder Account. |
Operational Forms | English (EN) | Legacy Product (Closed), Managed Capital Account | FOS | Addition to your Policy, Making a change to your policy | |
Retained Interest Trust Single Settlor Declaration of Trust Form |
This declaration form should be used only with legal advice advice to ensure any trust is suitable for you, especially having regard to the terms of your will. |
Rest of the World | Trust Literature | English (EN) | Non Product Specific | FOS | New Policy |
Utmost International Isle of Man Portfolio Bond Dealing Instruction Form and Guidance Notes |
This form can be used for the sale and purchase of funds for certain Utmost International Isle of Man Portfolio Bonds. |
Europe Expat, Hong Kong (HK), Middle East, Rest of the World, Singapore (SG), United Kingdom (UK) | Investment literature/Strategies | English (EN) | Executive Investment Account, Executive Investment Bond, Executive Investment Plan, Executive Investment Portfolio, Executive Redemption Bond, Executive Redemption Bond – QIME, Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | Making a change to your policy |
Delegated Switching Authority Form |
This form can be used by clients to delegate the switching of funds to their funds adviser. The fund adviser will then be able to switch funds at any time without the need for client approval. |
Middle East, Rest of the World | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Retained Interest Trust Joint Settlor Declaration of Trust Form |
This declaration form should be used only with legal advice advice to ensure any trust is suitable for you, especially having regard to the terms of your will. |
Rest of the World | Trust Literature | English (EN) | Non Product Specific | FOS | New Policy |
Policy Terms and Conditions for Executive Investment Bond |
Policy Terms and Conditions for Utmost International Isle of Man Limited’s Executive Investment Bond. |
Malta (MT), Middle East | Policy Conditions | English (EN) | Executive Investment Bond | FOS | New Policy |
Change of Bank Details Form |
Use this Utmost International Isle of Man Limited form to update bank details for incoming premiums for the Managed Capital Account, Managed Savings Account, Managed Pension Account and Executive Wealthbuilder Account. |
Europe Expat, Middle East, Rest of the World, United Kingdom (UK) | Operational Forms | English (EN) | Legacy Product (Closed), Managed Capital Account | FOS | Making a change to your policy |
Utmost International Isle of Man Limited Unit-Linked Policy Switch Form |
This form can be used to switch your clients’ investments or change the funds in which future regular investments are invested for Utmost International Isle of Man Limited unit-linked policies, including – Managed Capital Account, Managed Pension Account, Managed Savings Account or Executive Wealth builder Account. |
Europe Expat, Middle East, Rest of the World, Singapore (SG) | Operational Forms | English (EN) | Managed Capital Account | FOS | Making a change to your policy |
Novation Agreement |
This agreement is used where the servicing rights for a number of Utmost International Isle of Man Limited policies, former Quilter UPE policies or Alpha International products, administered by Utmost Wealth Solutions are being transferred from one financial adviser firm to another following a novation.This form is to be completed by financial advisers only. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
The components of an Estate Planning Bond |
The Estate Planning Bond is a combination of a trust and a capital redemption bond. It is structured in a way that can immediately reduce the transfer of value for IHT purposes and provide a tax deferred income from outset.This document explains how the main components of the bond can achieve this. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Estate Planning Bond | FOS | New Policy |
Estate Planning Bond Snapshot |
This document highlights the product features and benefits of investing into the Estate Planning Bond. |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Estate Planning Bond | FOS | New Policy |
Evolution Snapshot |
This document highlights the product features and benefits of investing into the Evolution bond. |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Evolution | FOS | New Policy |
Guide for Evolution Trustee & Corporate Trustee Applicants |
This guide has been designed to assist with completing the application form for Evolution Trustee & Corporate Trustee Applicants. |
United Kingdom (UK) | Operational Forms | English (EN) | Evolution | FOS | New Policy |
Guide for Evolution Corporate Applicants |
This guide has been designed to assist with completing the application form for Evolution Corporate Applicants. |
United Kingdom (UK) | Operational Forms | English (EN) | Evolution | FOS | New Policy |
Evolution Bond Capital Redemption – 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) | Evolution | FOS | New Policy |
Evolution Bond – Key Information Document (KID) Life Assured |
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) | Evolution | FOS | New Policy |
Key Information Document for Utmost Deferred Distribution Fund |
This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses. |
United Kingdom (UK) | Key Information Document | English (EN) | Non Product Specific | FOS | New Policy |
KID – Estate 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) | Estate Planning Bond | FOS | New Policy |
Key Information Document – Utmost Money Dollar Fund |
This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses. |
United Kingdom (UK) | Key Information Document | English (EN) | Non Product Specific | FOS | New Policy |
Key Information Document Utmost Money Sterling Fund |
This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses. |
United Kingdom (UK) | Key Information Document | English (EN) | Non Product Specific | FOS | New Policy |
Key Information Document – Utmost Money Swedish Krona Fund |
This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses. |
United Kingdom (UK) | Key Information Document | English (EN) | Non Product Specific | FOS | New Policy |
Key Information Document – Utmost Money Euro Fund |
This document contains key information about this fund. The information, prescribed by law, is intended to clarify the fund’s features, risks, costs, potential gains and losses. |
United Kingdom (UK) | Key Information Document | English (EN) | Non Product Specific | FOS | New Policy |
UWS Technical Sales Briefing – The Residence Nil Rate Band |
Technical briefing looking at the Residence Nil Rate Band and IHT planning – TSB. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Legal Entity Identifiers (LEI) |
We are frequently asked questions relating to trusts and the requirement to obtain an LEI. This communication is designed to provide clarity regarding LEIs and when an LEI is required for an Utmost International Isle of Man Limited bond that is held in trust |
United Kingdom (UK) | Compliance and Risk Collateral (privacy notices/footers etc) | English (EN) | Non Product Specific | New Policy | |
Details of Telegraphic Transfers |
This document includes the banking details for Utmost International Isle of Man Limited Hong Kong Branch |
Hong Kong (HK) | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Budget Tracker Timeline from November 2025 |
UK Budget Tracker Timeline from November 2025 |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | |
Request for Withdrawal or Surrender Silk Life Plan |
This form should be used to request a partial or full surrender from SILK Life Plan only. |
Singapore (SG) | Surrender/Claim/Withdrawal/Switch | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | Surrender or Claim |
UIIOM Pay-By-Link Euro |
This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account inEuro, regardless of your current payment method, you can use the Pay-By-Link service. |
Europe Expat, Middle East, Rest of the World, United Kingdom (UK) | Operational Forms | English (EN) | Managed Capital Account, Non Product Specific | FOS | Making a change to your policy |
Application Form for Singapore Accredited Investors who wish to purchase a Silk Life Plan from Utmost International Isle of Man Limited Singapore Branch or for adding Additional Investment to an Existing Silk Life Plan. |
Application Form for Singapore Accredited Investors who wish to purchase a Silk Life Plan from Utmost International Isle of Man Limited Singapore Branch or add an Additional Investment to an existing Silk Life Plan. |
Singapore (SG) | Application Form | English (EN) | Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus) | FOS | Addition to your Policy, New Policy |
UIIOM Pay-By-Link Pound Sterling |
This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account inPound Sterling, regardless of your current payment method, you can use the Pay-By-Link service. |
Europe Expat, Middle East, Rest of the World, United Kingdom (UK) | Operational Forms | English (EN) | Managed Capital Account, Non Product Specific | FOS | Making a change to your policy |
Pay-By-Link Multi-Currency Bilingual English and Traditional Chinese |
This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited Hong Kong Branch client and pay regular premiums into your Executive Wealthbuilder Account, International Mortgage Account, Managed Account Plus, Managed Capital Account, Managed Pension Account, or Managed Savings Account, regardless of your current payment method, you can use the Pay-By-Link service. |
Hong Kong (HK) | Operational Forms | English (EN) | Non Product Specific | Making a change to your policy, New Policy | |
UIIOM Pay-By-Link Hong Kong Dollar |
This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums in Hong Kong Dollar, regardless of your current payment method, you can use the Pay-By-Link service to pay into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account. |
Hong Kong (HK) | Operational Forms | English (EN) | Managed Capital Account, Non Product Specific | FOS | Making a change to your policy |
Pay-By-Link US Dollar |
This document describes how to use our Pay-By-Link service.If you are an Utmost International Isle of Man Limited client and you pay regular premiums into your Executive Wealthbuilder Account, Guaranteed Mortgage and Investment Plan, International Mortgage Account, International Portable Pension Plan, Managed Account Plus, Managed Capital Account, Managed Pension Account, Managed Savings Account or Pension Wealthbuilder Account inUS Dollar, regardless of your current payment method, you can use the Pay-By-Link service. |
Europe Expat, Middle East, Rest of the World, United Kingdom (UK) | Operational Forms | English (EN) | Managed Capital Account, Non Product Specific | FOS | Making a change to your 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 |
Technical Sales Briefing – Corporate Investment into Offshore Bonds |
Technical briefing looking at corporate investments into international bonds – TSB |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | New Policy | |
Cuentas Unit Linked Formulario de Retiro/Cierre/VencimientoUnit Linked Unit Linked Accounts Withdrawal/Closure/Maturity Form |
Este es un Formulario de Retiro/ Cierre/Vendimiento bilingüe en español e inglés para utilizar con los productos Managed Capital Account, Managed Savings Account and Managed Pension Account.This is a bilingual Spanish and English Withdrawal/Closure/Maturity Form for use with the Managed Capital Account, Managed Savings Account and Managed Pension Account products. |
Europe Expat, Spain (ES) | Operational Forms | English (EN), Spanish (ES) | Managed Capital Account | FOS | Surrender or Claim |
Assignment of Policy Segments for Immediate Surrender (for use with Former Quilter Products) |
This deed is to be used to assign Policy segments for an immediate surrender for use with Former Quilter products only. |
United Kingdom (UK) | Operational Forms | English (EN) | Executive Investment Bond | FOS | Surrender or Claim |
Application Form for Individual, Corporate and Trustee Investors for Tailored Life Plan |
Application Form for Individual, Corporate and Trustee Investors wishing to invest in Utmost International Isle of Man Limited Tailored Life Plan. Please note that you will also need to fill out the relevant Tax Declaration and Self Certification document. |
Middle East | Application Form | English (EN) | Tailored Life Plan (TLP) | FOS | New Policy |
Tailored Life Plan At A Glance |
This document provides a summary of the Tailored Life Plan. The Tailored Life Plan is a single premium, whole of life investment-linked life assurance policy designed for High Net Worth individuals. It provides a high level of life protection for the lifetime of the relevant life assured as well as the flexibility to meet their ever-changing wealth management needs. |
Middle East | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Tailored Life Plan (TLP) | FOS | New Policy |
Tailored Life Plan Product Brochure |
This product brochure provides the investor and financial adviser with information about the Tailored Life Plan before investing into this product. |
Middle East | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Tailored Life Plan (TLP) | FOS | New Policy |
Assignment of Policies Form |
Please use this form to assign ownership of segments to an individual, including splitting out segments to form a new bond.This is only for use with former Quilter International products. |
Middle East, Rest of the World, United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Utmost International Isle of Man Client Information and Change of Details Form |
This form is intended for Utmost International Isle of Man Limited customers who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number. |
Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Technical Sales Briefing – Deficiency relief |
Technical Sales Briefing – A technical briefing looking at Deficiency relief, how it is calculated and its effect on international bonds -TSB |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | New Policy | |
Transferring Ownership of a Bond UIIOM |
Transferring Ownership of a Bond – Assignments and Policy Splits (UIIOM). |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Technical Sales Briefing – Tax Planning Using Bonds: ‘One-off Withdrawals’ |
Technical briefing looking at offshore bond and one-off withdrawals – TSB |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | New Policy |
Notifying us of a Bereavement |
This document describes how to notify us of a death and what our certification requirements are in relation to Death Certificate and Grant of Probate.This document is issued by Utmost International Isle of Man and is only relevant to UK resident individuals. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | Making a change to your policy | |
Know Your Client – Source of Funding and Verification of Identity |
This form is issued by Utmost International Isle of Man and should be completed by all clients, trustees and corporate clients, where an application form does not already contain both a source of funding and verification of customer identity section. |
Europe Expat, Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Technical Sales Briefing – Tax Planning Using Bonds – Additional Investments |
This technical briefing is part of a series intended to shine a light on various areas 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 |
UIIOM Strength and Stability Brochure (Investor Protection) |
UIIOM Strength and Stability Brochure (Investor Protection – Intermediary version) |
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 | Addition to your Policy, Making a change to your policy, New Policy |
Technical Sales Briefing – Utmost International Isle of Man Limited Bank Assignments |
This technical briefing has been designed to provide clarity with respect to bank ‘assignments’ and the processes we follow at Utmost International Isle of Man Limited |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | New Policy | |
Assignment of Policy for Surrender Form |
This Assignment and Surrender Form can be used for assigning of policies for immediate surrender. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy, Surrender or Claim |
Terms of Appointment of Investment Adviser |
This document explains the terms of appointing an Investment Adviser. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
A Guide to Online Dealing |
A Guide to Online Dealing |
United Kingdom (UK) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | Making a change to your 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 |
Utmost International Isle of Man Limited – Corporate Infographic – English |
Utmost International Isle of Man Who We Are |
Hong Kong (HK), Middle East, Rest of the World, Singapore (SG), United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Non Product Specific | FOS | New Policy |
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 |
key Information Document – Family Legacy Bond CRB |
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) | Family Legacy Bond | FOS | New Policy |
Utmost International – Privacy Notice |
Details about how we use your information, your rights over how we use this information and how you can exercise your rights. |
Rest of the World | Compliance and Risk Collateral (privacy notices/footers etc) | English (EN) | Non Product Specific | FOS | New Policy |
Technical Sales Briefing – Danger of Using Partial Surrenders |
Technical Sales Briefing – Danger of using partial surrenders – TSB |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | New Policy | |
UIIOM Corporate Infographic – Who we are (Traditional Chinese) |
Company background on Utmost International Isle of Man Limited in one page. |
Hong Kong (HK) | Marketing Collateral | Chinese (Traditional) (ZH) | Non Product Specific | FOS | New Policy |
Utmost International Isle of Man – A proud history with a bright future |
Marketing Collateral Utmost International Isle of Man – A proud history with a bright future UL | 25190 |
Marketing Collateral | English (EN) | Non Product Specific | FOS | ||
Anti-money Laundering Guide (AML) |
Utmost International Isle of Man Limited, Utmost PanEurope dac, Utmost International Trustee Solutions and Utmost Worldwide Limited Anti-Money Laundering Requirements Guide ‘AML’ |
Europe Expat, European Union (EU), Finland (FI), France (FR), Hong Kong (HK), Italy (IT), Middle East, Monaco (MC), Portugal (PT), Rest of the World, Singapore (SG), Spain (ES), Sweden (SE), Switzerland (CH), United Kingdom (UK) | Compliance and Risk Collateral (privacy notices/footers etc) | English (EN) | Non Product Specific | FOS | New Policy |
Utmost International Isle of Man Limited Guide for Estate Planning Bond Applicants |
This guide has been designed to assist you with completing the application form for Utmost International Isle of Man Limited’s Estate Planning Bond. |
United Kingdom (UK) | Operational Forms | English (EN) | Estate Planning Bond | FOS | New Policy |
UIIOM Guided Architecture Funds Performance History |
This document is designed for professional advisers and existing Guided Architecture clients only. The document details the price, charges and historical performance of the Guided Architecture range of funds currently available for investment by existing Guided Architecture clients. This item has been issued by Utmost International Isle of Man Limited. |
United Kingdom (UK) | Investment literature/Strategies | English (EN) | Estate Planning Bond, Evolution | FOS | Making a change to your policy, New Policy |
Additional Single Premium Application Guide Individual Applicants |
This is an application form and guide for Additional single premium for Individual Applicants for Utmost International Isle of Man Limited’s Evolution. |
United Kingdom (UK) | Operational Forms | English (EN) | Evolution | Making a change to your policy | |
Multi-Product Nomination of External Manager or Custodian |
This form can be used to nominate or replace an External Manager or Custodian.This is not for use with former Quilter products. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy, New Policy |
Utmost Wealth Solutions – Discounted Gift Trust Conversion Guide |
This guide is for individuals, married couples or civil partners looking to establish an Utmost Discounted Gift Trust using an existing Utmost International Isle of Man Limited Evolution bond or a Selection bond issued by Utmost Pan Europe dac. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Evolution | FOS | Making a change to your policy |
Estate Planning Bond Summary for Financial Advisers |
This guide summarises the Estate Planning Bond. |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Estate Planning Bond | FOS | New Policy |
Technical Sales Briefing – Calculating and Reporting Periodic Charges |
Many years have now passed since the changes to the relevant property regime back in 2006 and trustees will need to be aware of their responsibility in assessing whether a charge to inheritance tax (IHT) is due in respect of policies written subject to discretionary trusts issued post 21 March 2006.This Technical Sales Briefing has been designed to explain the ten yearly periodic charge which could be applicable to such policies. It also clarifies the reporting requirements for trustees, what information they will require and looks at what Utmost International Isle of Man Limited will be doing to support settlors, trustees and advisers in this process. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Utmost Isle of Man Limited With Profits Fund series 3, 4 and 5 in Pound sterling, US dollar and Euro |
The Utmost Unit-linked With Profits Fund is wholly invested into the Aviva With-Profits Sub-Fund. This update is designed to give you information about how your investment is performing. |
United Kingdom (UK) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | New Policy |
Utmost International Isle of Man Limited Unit-Linked With Profit Fund Bonus Rate Information |
This document details the bonus rate information for investments through Evolution and the Estate Planning Bond in Sterling, US Dollar, Euro and bond series 1 and 2 in Sterling. This item has been issued byUtmost International Isle of Man Limited. |
United Kingdom (UK) | Investment literature/Strategies | English (EN) | Estate Planning Bond, Evolution | FOS | Making a change to your policy, New Policy |
Pre-Application Underwriting Form for Estate Planning Bond |
Pre-Application Underwriting Form to be completed before applying for an Estate Planning Bond with Utmost International Isle of Man. |
United Kingdom (UK) | Application Form | English (EN) | Estate Planning Bond | New Policy | |
Application Form for Individuals with Existing Pension Schemes to apply for Evolution |
Application Form for Individuals with Existing Pension Schemes who wish to apply for Evolution with Utmost International Isle of Man, for use in the UK market. |
United Kingdom (UK) | Application Form | English (EN) | Evolution | FOS | New Policy |
Application Form for Trustee and Corporate Trustee Applicants to apply for an Evolution Bond |
Application Form for Trustee and Corporate Trustee Applicants who wish to apply for an Evolution Bond with Utmost International Isle of Man Limited, for use in the UK market. |
United Kingdom (UK) | Application Form | English (EN) | Evolution | FOS | New Policy |
Evolution Application Form for Corporate Applicants |
Application Form for Corporate Applicants who wish to apply for an Evolution Bond with Utmost International Isle of Man, for use in the UK market. |
United Kingdom (UK) | Application Form | English (EN) | Evolution | FOS | New Policy |
Application Form for Individual Applicants to apply for an Evolution Bond |
Application Form for Individual Applicants who wish to apply for an Evolution Bond with Utmost International Isle of Man Limited, for use in the UK market. |
United Kingdom (UK) | Application Form | English (EN) | Evolution | FOS | New Policy |
Application Form to apply for an Estate Planning Bond |
Application Form for applicants who wish to apply for an Estate Planning Bond with Utmost International Isle of Man. |
United Kingdom (UK) | Application Form | English (EN) | Estate Planning Bond | FOS | New Policy |
Application Form for Additional Single Premium Investment for Trustee and Corporate Trustee Applicants |
Application Form for Trustee and Corporate Trustee Applicants who wish to apply for Additional Single Premium Investment with Utmost International Isle of Man. |
United Kingdom (UK) | Application Form | English (EN) | Evolution, Non Product Specific | Making a change to your policy | |
Application Form for Discounted Gift Trust to Convert an Existing Evolution Bond |
Application Form for Discounted Gift Trust to Convert an Existing Evolution Bond with Utmost International Limited. |
United Kingdom (UK) | Application Form | English (EN) | Evolution | FOS | Making a change to your policy |
Discounted Gift Trust – Absolute Trust |
This Trust Deed is to be used to convert an existing Evolution bond into a Discounted Gift Trust |
United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Estate Planning Bond Product Guide |
This guide aims to help clients understand the Estate Planning Bond. |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Estate Planning Bond | FOS | New Policy |
Application Form for Additional Single Premium Investment for Corporate Policyholders |
Application Form for Corporate Policyholders who wish to apply for a Additional Single Premium Investment with Utmost International Isle of Man. |
United Kingdom (UK) | Application Form | English (EN) | Evolution | Making a change to your policy | |
Application Form for Additional Single Premium Investment for Individual Policyholders with Evolution and Estate Planning Bond |
Application Form for Individual Policyholders who wish to apply for a Additional Single Premium Investment with Evolution, Estate Planning Bond and Legacy products, supplied by Utmost International Isle of Man. |
United Kingdom (UK) | Application Form | English (EN) | Estate Planning Bond, Evolution, Legacy Product (Closed) | FOS | Making a change to your policy |
Evolution Product Guide |
This guide aims to help clients understand the Evolution product. |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Evolution | FOS | New Policy |
Key Features of the Estate Planning Bond |
This document details the key features of the Estate Planning Bond. |
United Kingdom (UK) | Right to Change Your Mind Forms and guides/KFD | English (EN) | Estate Planning Bond | FOS | New Policy |
Adviser Charges Pack – Agreement for Individuals, Trustees and Corporate Policyholders |
This document explains charges for advice which are fees that are agreed between you (or where appropriate your trustees) and your Financial Adviser, Investment Adviser or External Manager and/or Custodian for the advice and related services you receive. |
United Kingdom (UK) | Operational Forms | English (EN) | Estate Planning Bond, Evolution | FOS | New Policy |
Discounted gift trust – discretionary trust |
This Trust Deed is designed to be used only with pre-existing Evolution bonds, which meet the necessary criteria for conversion to a Discounted Gift Trust arrangement. This Trust Deed should be used alongside the Discounted Gift Trust Supplementary Application Form. Please speak to your financial adviser for details. |
United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Terms of Business and Application Form for Intermediaries |
These Terms of Business regulate the relationship between Utmost International Isle of Man Limited and the Intermediary. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | New Policy |
Key Features of Evolution |
This document details the key features of Evolution |
United Kingdom (UK) | Right to Change Your Mind Forms and guides/KFD | English (EN) | Evolution | FOS | New Policy |
Utmost International Isle of Man Limited Drip-feeding and Portfolio Rebalancing Form |
This form allows you to change or begin a Drip-feeding strategy, or change or begin a Portfolio Rebalancing strategy. |
United Kingdom (UK) | Operational Forms | English (EN) | Estate Planning Bond, Evolution | Making a change to your policy | |
Estate Planning Bond Suitability Paragraphs |
This document details the various bonds available within the Estate Planning bond and what each one is suitable for. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Estate Planning Bond | FOS | New Policy |
Evolution Suitability Paragraphs |
This document details the various bonds available within our Evolution product and what each one is suitable for |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Evolution | FOS | New Policy |
Nomination of Investment Adviser – Utmost International Isle of Man |
Please use this form to nominate an investment adviser.This form is not for use with form Quilter International policies. |
United Kingdom (UK) | Operational Forms | English (EN) | Estate Planning Bond, Non Product Specific | Making a change to your 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 |
Guide for Evolution Individual Applicants |
This is a guide for Evolution for Individual Applicants |
United Kingdom (UK) | Operational Forms | English (EN) | Evolution | New Policy | |
Estate Planning Bond – Absolute Trust |
The Trust Deed is designed for investments in the Estate Planning Bond from Utmost International Isle of Man Limited. It may be used by a single Donor or joint Donors, who are either married or in a civil partnership and would like their policy to be held within an Absolute Trust |
United Kingdom (UK) | Trust Literature | English (EN) | Estate Planning Bond | FOS | Making a change to your policy, New Policy |
Estate Planning Bond – Discretionary Trust |
This Trust Deed is designed for investments in the Estate Planning Bond from Utmost International Isle of Man Limited. It may be used by a single Settlor or joint Settlors who are either married or in a civil partnership and who would like their policy to be held within a Discretionary Trust. |
United Kingdom (UK) | Trust Literature | English (EN) | Estate Planning Bond | FOS | Making a change to your policy, New Policy |
Appointment of Financial Adviser – Utmost International Isle of Man |
Please use this form to appointment a financial adviser. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Multi-Product Online Access Authorisation Request for Investment Advisers |
Multi-Product Online Access Authorisation Request for Investment Advisers. For use with Utmost International Isle of Man Limited |
Operational Forms | English (EN) | Non Product Specific | FOS | ||
Online dealing access authorisation form for clients |
This form provides access for UK investment advisers to place deals online |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Evolution – A Summary for Financial Advisers |
This guide summarises the Evolution bond. |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Evolution | FOS | New 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 |
Declaration of Health Form |
Please use this form in order to give us information about your health |
United Kingdom (UK) | Operational Forms | English (EN) | Estate Planning Bond, Family Legacy Bond, Generation Planning Bond | New 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 |
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 |
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 |
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) | Non Product Specific | Making a change to your policy | |
Investor Declaration – UK Products |
For Utmost International Isle of Man Limited policies within the UK market. You must read and sign this Declaration if you wish to link your bond to unregulated collective investment schemes and certain close substitutes, together known as non-mainstream pooled investments, which are investments that are generally restricted to sophisticated investors and high net worth individuals. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Investment Switch Request Form |
This form should be used for policies that are invested within Guided Architecture only. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | Making a change to your policy | |
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 |
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 |
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 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 |
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 |
Utmost Wealth Solutions 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 |
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 |
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 |
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 |
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 |
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 |
Estate Planning Bond at a glance |
This document gives a brief overview of the features of Estate Planning Bond. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Estate Planning Bond | 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 |
Utmost International Isle of Man Limited Sterling Deposit Rates |
Utmost International Isle of Man Limited Sterling Deposit Rates Indication Sheet |
United Kingdom (UK) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
UIIOM Evolution at a Glance |
This document gives a brief overview of the features of Evolution. |
United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Evolution | 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 |
Education Fees Planning Case Study |
This document informs clients how they can plan to pay their grandchildren’s education fees |
Europe Expat, United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Lost Policy Declaration |
Please use this form to declare that your Utmost International Isle of Man Limited policy is lost. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Utmost International Trustee Solutions – A Guide to our Services |
This guide explains how Utmost International Trustee Solutions Limited could help clients and their beneficiaries. |
United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | FOS | New Policy |
Utmost International Trustee Solutions Limited – Appointment of Trustee Form |
Please use this form to inform Utmost of who you would like to appoint as a Trustee. |
United Kingdom (UK) | Trust Literature | English (EN) | Non Product Specific | 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 |