Documents
| Title | Description | Insurer | Market | Asset Type | Language | Product | Regime | Process |
|---|---|---|---|---|---|---|---|---|
Professional Portfolio Appointment of Discretionary Fund Manager |
This form is used by a planholder to confirm their choice to add a discretionary managed investment option to their policy.This is to record the planholder’s agreement to the terms for including this investment and ensures the correct arrangements are in place. A separate form should be completed for each managed investment option selected. |
Rest of the World | Utmost Worldwide | Operational Forms | English (EN) | Professional Portfolio - International | FOS |