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AWARENESS IS

AWARENESS IS Utmost

Utmost

FIND OUR ARTICLES IN INDUSTRY LEADING PUBLICATIONS

Generation Planning Bond – Discretionary Trust

February 4, 2019

By Sophie Barraclough

a wealth of difference

Utmost Wealth Solutions is the trading name used by a number of Utmost companies. Utmost Trustee Solutions is the trading name used by Utmost Trustee Solutions Limited. This item has been issued by: Utmost Limited.

The following companies are registered in the Isle of Man: Utmost Limited (No 056473C), Utmost Administration Limited (No 109218C) and Utmost Trustee Solutions Limited (No 106739C), which are regulated or licenced by the Isle of Man Financial Services Authority. Utmost Services Limited (No 059248C) is not regulated. Each of the above companies has its registered office at: Royalty House, Walpole Avenue, Douglas, Isle of Man, IM1 2SL British Isles.

The following companies are registered in Ireland: Utmost Ireland dac, trading as Utmost Wealth Solutions, is regulated by the Central Bank of Ireland. Its registered number is 303257 and it has its registered office at: Ashford House, Tara Street, Dublin 2, D02 VX67, Ireland. Utmost PanEurope dac, trading as Utmost Wealth Solutions, is regulated by the Central Bank of Ireland. Its registration number is 311420 and it has its registered office at: Navan Business Park, Athlumney, Navan, Co. Meath C15 CCW8, Ireland. Its FCA number is 426350. Both companies are authorised by the Financial Conduct Authority in the UK for Conduct of Business Rules.

Transfer of AXA Life Europe Policies

As previously notified to policyholders and their advisers, the investment bond business of AXA Life Europe dac was the subject of a transfer to Utmost Ireland dac (formerly Harcourt Life International dac), trading under the Utmost Wealth Solutions brand.

The transfer was completed on 30 June 2017 and was subject to Court hearings in Ireland, the Isle of Man and Jersey.

The relevant Court Hearing Orders can be viewed below:

Irish Perfect Sanctions Hearing Court Order dated 16 June 2017

IoM Perfected Sanctions Hearing Court Order dated 20 June 2017

Jersey Sanctioning Order dated 23 June 2017

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Privacy Statements

The EU General Data Protection Regulation (GDPR), introduced on 25 May 2018, sets out how your personal data (information that is personally identifiable such as your name, address or email address) can be used in a lawful manner. GDPR also gives you new rights in relation to your personal data.

Utmost Wealth Solutions is committed to ensuring the security and confidentiality of the information you give us, about yourself and other people, which we use to provide our products and services, including online services. Details about how we use your information, your rights over this information and how you can exercise your rights can be found in the Privacy Notice(s) or Privacy Statement(s) for the group of Utmost companies, which you can access via the following links.

Utmost Limited Privacy Notice

Utmost Limited Adviser Privacy Notice

Utmost Ireland DAC Privacy Statement

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Please enter the first three letters of your policy number below to help us direct you to the correct website

Alternatively please click on the product provider your policy is held with where you will also be able to register for that website.

Utmost Limited
Utmost Ireland Dac

 

Please go to utmostwealth.ie if you have one of the following products, International Investment Bond, International Portfolio Bond, Premier Portfolio or With Profit Bond

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