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Zurich Intermediary Group For use by professional financial advisers only

Zurich Intermediary Group

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Advice Matters
Document library

Document library

man in library looking at books

Protection
Type of cover
Term

Forms

Data collection form for on-line submissions (1.01 MB/PDF)

Application for a life assurance plan on the life of another person (160.92 KB/PDF)

Confirmation of verification of identity certificate - corporate and other non-individual entity (42.68 KB/PDF)

Direct Debit instruction form (118.17 KB/PDF)

Protection application form (not compatible with on-line submission) (2.09 MB/PDF)

Business Protection fact find (154.4 KB/PDF)

Authority to use the conversion option form (223.25 KB/PDF)

Supporting you

Financial peace of mind when you need it most (232.93 KB/PDF)

Five great reasons to do protection business with Zurich

Making large protection cases easier for you and your clients (347.19 KB/PDF)

Zurich support services (405.07 KB/PDF)

Reasons why paragraphs (91 KB/DOC)

The key to greater flexibility - Convertible term cover (173.74 KB/PDF)

Financial protection your clients can rely on (1.37 MB/PDF)

Financial protection you can rely on (996.48 KB/PDF)

Your guide to commission for Zurich protection plans (63.5 KB/PDF)

Are your clients covered for wherever life takes them? (133.83 KB/PDF)

Relevant Life Policy Technical Guide for Employers and Employees (72.75 KB/PDF)

Relevant Life Policy sales aid – Could your life cover be more tax efficient? (175.96 KB/PDF)

The value of insurance (29.28 KB/PDF)

Key features & Terms and Conditions

Key features of the decreasing mortgage cover and level protection plan (294.55 KB/PDF)

Terms and conditions of the Decreasing Mortgage Cover Plan (249.96 KB/PDF)

Free Cover Mortgage Protection (67 KB/PDF)

Terms and conditions of the Level Protection Plan (315.99 KB/PDF)

Free Cover Relevant Life Protection (49.39 KB/PDF)

Free Cover Business Protection (65.96 KB/PDF)

Trusts

Being a Trustee: Your Guide (61.27 KB/PDF)

Absolute Trust Deed (47.06 KB/PDF)

Flexible Business Trust (98.7 KB/PDF)

Partnership Keyperson Trust (123.36 KB/PDF)

Spousal by-pass trust for business interests (98.15 KB/PDF)

Discretionary Trust Deed (323.3 KB/PDF)

Discretionary Split Survivorship Trust Deed (72.68 KB/PDF)

Discretionary Split Trust Deed (88.12 KB/PDF)

Discretionary Survivorship Trust Deed (70.83 KB/PDF)

Relevant Life Policy - Trust Deed (180.19 KB/PDF)

Draft Option Agreement For Purchase On Critical Illness (143 KB/PDF)

Draft Double Option Agreement (142.86 KB/PDF)

Draft Double Option Agreement for share purchase on death (including spousal shares) (169.08 KB/PDF)

Draft Double Option Agreement for company share purchase following the critical illness of a shareholder (177.82 KB/PDF)

Draft Double Option Agreement for company share purchase following the death of a shareholder (160.19 KB/PDF)

Relevant Life Nomination Form (108.18 KB/PDF)

Whole of Life

Forms

Data collection form for on-line submissions (1.01 MB/PDF)

Adaptable Life Plan Application Form (374.25 KB/PDF)

Application for a life assurance plan on the life of another person (160.92 KB/PDF)

Confirmation of Verification of Identity Certificate (36.93 KB/PDF)

Confirmation of verification of identity certificate - corporate and other non-individual entity (42.68 KB/PDF)

Direct Debit instruction form (118.17 KB/PDF)

Protection application form (not compatible with on-line submission) (2.09 MB/PDF)

Supporting you

Leave more to the people you care about - customer brochure (1.01 MB/PDF)

Financial peace of mind when you need it most (232.93 KB/PDF)

Five great reasons to do protection business with Zurich

Key information about funeral planning (27.05 KB/PDF)

IHT infographic (46.91 KB/PDF)

Making large protection cases easier for you and your clients (347.19 KB/PDF)

ZALP - The key to peace of mind in later life (173.74 KB/PDF)

Zurich Adaptable Life Plan & funeral planning - client facing sales aid (102.29 KB/PDF)

ZALP for IHT customer one pager (88.59 KB/PDF)

Zurich support services (405.07 KB/PDF)

Your guide to commission for Zurich protection plans (63.5 KB/PDF)

The value of insurance (29.28 KB/PDF)

Key features & Terms and Conditions

Key features of the Adaptable Life Plan (686.61 KB/PDF)

Terms and conditions of the Adaptable Life Plan (134.02 KB/PDF)

Free Cover IHT Protection (204.06 KB/PDF)

Trusts

Absolute Trust Deed (47.06 KB/PDF)

Being a Trustee: Your Guide (61.27 KB/PDF)

Discretionary Survivorship Trust Deed (70.83 KB/PDF)

Discretionary Trust Deed (323.3 KB/PDF)

Income protection

Forms

Direct Debit instruction form (118.17 KB/PDF)

Income Protection application form (484.68 KB/PDF)

Supporting you

Financial peace of mind when you need it most (232.93 KB/PDF)

Zurich support services (405.07 KB/PDF)

Your guide to commission for Zurich protection plans (63.5 KB/PDF)

The value of insurance (29.28 KB/PDF)

Key features & Terms and Conditions

Key features of the Income Protection Plan (660.5 KB/PDF)

Income Protection Plan – Essential Cover terms and conditions (200.93 KB/PDF)

Income Protection Plan – Premier Cover terms and conditions (228.15 KB/PDF)
Client Need
Business protection

Forms

Business Protection fact find (154.4 KB/PDF)

Supporting you

Business protection - payment equalization (53.84 KB/PDF)

Without the right protection you could be putting your business at risk (173.74 KB/PDF)

Relevant Life Policy sales aid – Could your life cover be more tax efficient? (175.96 KB/PDF)

Business Protection - Translating Needs Into Plans (105.78 KB/PDF)

Business Protection Adviser Guide (362.37 KB/PDF)

Establishing professional connections letter (173.74 KB/PDF)

Business Protection - how to set up plans (93.79 KB/PDF)

Business Protection - Translating Needs Into Plans (105.78 KB/PDF)

Business Protection - Guide to Key man policy (87.43 KB/PDF)

Business Protection - HMRC key man loan protection (26.69 KB/PDF)

Business Protection - HMRC key man loss of profits (27.03 KB/PDF)

Guide to Business Succession - Companies (159.57 KB/PDF)

Guide to Business Succession - Partnership (96.75 KB/PDF)

Guide to corporate share protection (65.3 KB/PDF)

Guide To Covering Business Liabilities (54.54 KB/PDF)

Business Protection - Guide to Key man policy (87.43 KB/PDF)

Guide to Money Laundering for businesses (112.46 KB/PDF)

Business protection - payment equalization (53.84 KB/PDF)

Trusts

Flexible Business Trust (98.7 KB/PDF)

Partnership Keyperson Trust (123.36 KB/PDF)

Spousal by-pass trust for business interests (98.15 KB/PDF)

Relevant Life Policy - Trust Deed (180.19 KB/PDF)

Draft Option Agreement For Purchase On Critical Illness (143 KB/PDF)

Draft Double Option Agreement (142.86 KB/PDF)

Draft Double Option Agreement for share purchase on death (including spousal shares) (169.08 KB/PDF)

Draft Double Option Agreement for share purchase on death (including spousal shares) (169.08 KB/PDF)

Draft Double Option Agreement for company share purchase following the death of a shareholder (160.19 KB/PDF)

Relevant Life Nomination Form (108.18 KB/PDF)

Key features & Terms and Conditions

Free Cover Business Protection (65.96 KB/PDF)

Free Cover Relevant Life Protection (49.39 KB/PDF)

Family and mortgage planning

Supporting you

Most valuable asset letter/email template (21.1 KB/DOCX)

Personal Disaster Fund letter/email template (20.96 KB/DOCX)

Living life to the full letter/email template (20.89 KB/DOCX)

IHT Planning

Supporting you

IHT infographic (46.91 KB/PDF)

ZALP for IHT customer one pager (88.59 KB/PDF)

Leave more to the people you care about - customer brochure (1.01 MB/PDF)

Key features and terms and conditions

Free Cover IHT Protection (204.06 KB/PDF)

Critical illness

Supporting you

Financial protection you can rely on (996.48 KB/PDF)

Your clients' guide to cover (876.36 KB/PDF)

Reasons why paragraphs (91 KB/DOC)

Critical illness email template 1 (22.93 KB/PDF)

Critical illness email template 2 (25.99 KB/PDF)

Critical illness email template 3 (24 KB/PDF)

Claims infographic 2016 (51.81 KB/PDF)

Funeral Planning

Supporting you

Key information about funeral planning (27.05 KB/PDF)

Zurich Adaptable Life Plan & funeral planning - client facing sales aid (102.29 KB/PDF)
Support
Claims

Supporting you

Making a claim guide (184.94 KB/PDF)

Health and lifestyle - getting applications right first time (49.87 KB/PDF)

Residency and Overseas Lives - getting applications right first time (52.14 KB/PDF)

Armed forces - getting applications right first time (50.39 KB/PDF)

Zurich support services (405.07 KB/PDF)

Investment Bond full or partial surrender - Request form (72.68 KB/PDF)

Life plan full or partial surrender - Request form (92.58 KB/PDF)

Claims infographic 2016 (51.81 KB/PDF)

Voice of the customer 2016 (62.33 KB/PDF)

Claims case studies (34.13 KB/PDF)

Underwriting

Guides

Guide to financial underwriting and large cases (83.99 KB/PDF)

Medical condition guide (120.42 KB/PDF)

Non Medical Limits - A guide to our underwriting limits for protection products (60.26 KB/PDF)

Occupation Guide (217.8 KB/PDF)

Safeguarding Your Medical Reports (39.98 KB/PDF)

Questionnaires and forms

Access to Medical Reports (86.49 KB/PDF)

Armed forces occupation questionnaire (141.18 KB/PDF)

Aviation questionnaire (42.45 KB/PDF)

Financial questionnaire: Life and CI Business Protection (115.25 KB/PDF)

Financial questionnaire: Life and CI Personal Protection (114.55 KB/PDF)

Occupation questionnaire (119.92 KB/PDF)

Pursuits questionnaire (94.86 KB/PDF)

Residency and overseas travel questionnaire (139.33 KB/PDF)

Income protection plan - essential key person questionnaire (121.64 KB/PDF)

Income Protection Plan - Special definition of disability (119.99 KB/PDF)

Income Protection - financial questionnaire (119.81 KB/PDF)

Acceptance of Offer of Revised Terms (38.86 KB/PDF)

Declaration of health

Declaration of Health: New Business/Increases (216.27 KB/PDF)

Declaration of Health: Reinstatements/Restart of Premiums (198.83 KB/PDF)
Wealth
Your clients' investment
Platform

Forms

Client data capture form (674.91 KB/PDF)

Confirmation of verification of identity certificate - Corporate and other non-individual entity (162.44 KB/PDF)

Transfer details - application form (75.22 KB/PDF)

Stocks and Shares ISA - Additional permitted submission application form (123.94 KB/PDF)

Zurich Intermediary Platform - Addendum for additional firm offices/branches (147.84 KB/PDF)

Zurich Investment Life Cover Plan (63.01 KB/PDF)

Retirement Account - ill health medical evidence form (44.26 KB/PDF)

Document being updated (23.93 KB/PDF)

Stocks and Shares ISA application form (0 KB/)

Authorisation of adviser remuneration (86.05 KB/PDF)

Authorisation of one-off adviser remuneration (186.03 KB/PDF)

Our service proposition at a glance (0 KB/)

Full or Partial surrender form (57.24 KB/PDF)

Full or Partial Life Plan surrender form (57.74 KB/PDF)

Zurich Intermediary platform - Adviser firm (appointed representative of a network) set-up (196.9 KB/PDF)

Adviser firm trading style set up (195.5 KB/PDF)

Firm Set-up Form - Appointed representative network set-up on the Zurich Intermediary Platform (179.05 KB/PDF)

Firm set-up form (stand alone or has an arrangement with a service provider) set up on the Zurich Intermediary Platform (189.3 KB/PDF)

Firm set-up forms - guidance note (138.61 KB/PDF)

Platform nomination of beneficiaries form (137.12 KB/PDF)

Investment options

Platform

Funds with performance fees – at a glance (109.4 KB/PDF)

Platform tradeable funds list (1.62 MB/XLSX)

Morningstar

A guide to Morningstar model portfolios available through the Zurich Intermediary Platform (278.73 KB/PDF)

Evalue quarterly update (April 2017) (0 KB/)

Quarterly Model Portfolio Change Rationale (114.78 KB/PDF)

Overview for Zurich Model Portfolios – Adventurous (156.28 KB/PDF)

Overview for Zurich Model Portfolios – Balanced (166.85 KB/PDF)

Overview for Zurich Model Portfolios – Cautious (146.74 KB/PDF)

Overview for Zurich Model Portfolios – Moderately Adventurous (161.98 KB/PDF)

Overview for Zurich Model Portfolios – Moderately Cautious (163.91 KB/PDF)

EValue Quarterly Update (July 2017) (441.71 KB/PDF)

Q1 2017 Zurich Adventurous Long Quarterly Report (233.19 KB/PDF)

Q1 2017 Zurich Adventurous Medium Quarterly Report (232.66 KB/PDF)

Q1 2017 Zurich Balanced Long Quarterly Report (233.54 KB/PDF)

Q1 2017 Zurich Balanced Medium Quarterly Report (237.6 KB/PDF)

Q1 2017 Zurich Cautious Long Quarterly Report (234.6 KB/PDF)

Q1 2017 Zurich Cautious Medium Quarterly Report (237.13 KB/PDF)

Q1 2017 Zurich Mod Adventurous Long Quarterly Report (233.81 KB/PDF)

Q1 2017 Zurich Mod Adventurous Medium Quarterly Report (233.38 KB/PDF)

Q1 2017 Zurich Mod Cautious Long Quarterly Report (239.66 KB/PDF)

Q1 2017 Zurich Mod Cautious Medium Quarterly Report (250.46 KB/PDF)

Q2 2017 Zurich Adventurous Long Quarterly Report (242.2 KB/PDF)

Q2 2017 Zurich Adventurous Medium Quarterly Report (241.92 KB/PDF)

Q2 2017 Zurich Balanced Long Quarterly Report (242.33 KB/PDF)

Q2 2017 Zurich Balanced Medium Quarterly Report (247.03 KB/PDF)

Q2 2017 Zurich Cautious Long Quarterly Report (243.22 KB/PDF)

Q2 2017 Zurich Mod Adventurous Long Quarterly Report (242.74 KB/PDF)

Q2 2017 Zurich Mod Adventurous Medium Quarterly Report (242.07 KB/PDF)

Q2 2017 Zurich Mod Cautious Long Quarterly Report (245.27 KB/PDF)

Q2 2017 Zurich Mod Cautious Medium Quarterly Report (260.26 KB/PDF)

Supporting you and your clients

Zurich Intermediary Platform - Adviser charging options - at a glance (78.51 KB/PDF)

Zurich Intermediary Platform - Easy to understand charges - at a glance (58.36 KB/PDF)

Guide to transfers - a basic information guide to UK pension transfers (81.81 KB/PDF)

Family linking - a simple way to lower charges (2.21 MB/PDF)

Pension Freedom Planner (584.87 KB/PDF)

Pension Freedom Planner - Q&A's (242.99 KB/PDF)

Zurich Intermediary Platform - Configuration and personalisation - at a glance (66.47 KB/PDF)

Zurich Intermediary Platform - Easy to use adviser tools - at a glance (173.74 KB/PDF)

Our service proposition at a glance (0 KB/)

Zurich intermediary Platform pre-funding at a glance (366.79 KB/PDF)

Are you getting the most out of bare trusts? (146.3 KB/PDF)

Zurich Intermediary platform - Range of mutual funds (0 KB/)

Pension Matters - A guide for financial advisers – Flexi-Access Drawdown (40.28 KB/PDF)

Managing your clients' income in retirement (1.26 MB/PDF)

Plan for the future you want - client brochure (253.07 KB/PDF)

Working with you to help build your client’s future (1.12 MB/PDF)

Impact of taking an UFPLS from your retirement account (577.04 KB/PDF)

Key features, terms and conditions and due diligence

Your due diligence questions answered (923.12 KB/PDF)

Key Features of the Zurich Cash ISA (342.17 KB/PDF)

Key Features of the Zurich Investment Account (230.28 KB/PDF)

Key Features of the Zurich Retirement Account (400.69 KB/PDF)

Key Features of the Zurich Stocks and Shares ISA (371.27 KB/PDF)

Zurich Collection (0 KB/)

Zurich Portfolio Terms and Conditions (920.94 KB/PDF)

Zurich Investment Life Cover Key features (358.14 KB/PDF)

Zurich Investment Life Cover Plan (117.42 KB/PDF)

Zurich Intermediary Platform - Suitability report (235.58 KB/PDF)

Zurich Intermediary Platform - 'short' Suitability report (156.84 KB/PDF)

Zurich Intermediary Platform - Terms of Business (174.09 KB/PDF)

Zurich Intermediary Platform - Terms of Use (166.67 KB/PDF)

User guides

Please note, Platform user guides can be found in the document library on the platform.

My Zurich Portfolio - Access and viewing your Zurich portfolio (4.55 MB/PDF)

Zurich Portfolio - Asset guide (240.03 KB/PDF)

Zurich Portfolio Report - Support document (1.12 MB/PDF)

Completing the standard set-up forms - Zurich Intermediary Platform (844.12 KB/PDF)

Sterling Investment Bond

Forms

Adviser remuneration application form (only for Investment Bonds issued on or after 21 Feb 2015) (40.69 KB/PDF)

Confirmation of verification of identity certificate (213.46 KB/PDF)

Confirmation of verification of identity certificate - Corporate and other non-personal entity (40.07 KB/PDF)

Financial Adviser Authority - Investment Bond (35.35 KB/PDF)

International Tax Compliance self-certification for an individual (34.72 KB/PDF)

Source of Investment (33.48 KB/PDF)

Sterling fund switch form for Investment Bond (58.13 KB/PDF)

International Tax Compliance Self-certification for an entity (51.52 KB/PDF)

Sterling Investment Bond Additional Payment Form (91.73 KB/PDF)

Sterling Investment Bond Application form for Flexible option (102.85 KB/PDF)

Sterling Investment Bond declaration form for 'online/extranet' investments (40.66 KB/PDF)

Sterling Investment Bond Discounted Gift Bare Trust Application form (82.04 KB/PDF)

Investment Bond full or partial surrender request form (73.56 KB/PDF)

Sterling Investment Bond Regular Withdrawal Request form (61.13 KB/PDF)

Fund information and guides

Reassuringly prepared - Sterling Global Protected Profits Funds for the Sterling Investment Bond (0 KB/)

Investment Bond - Fund charges and expenses (funds closed to new investors) (48.55 KB/PDF)

Investment Bond - Fund charges and expenses (Series 1) (74.74 KB/PDF)

Investment Bond Fund charges and expenses (Series 2) (38.68 KB/PDF)

Reassuringly prepared - Sterling Multimanager Generation 2 Protected Profits funds for the Sterling Investment Bond (249.12 KB/PDF)

Reassuringly prepared - Sterling Multimanager Generation 3 Protected Profits funds for the Sterling Investment Bond (250.61 KB/PDF)

Reassuringly prepared - Sterling Multimanager Protected Profit funds for the Sterling Investment Bond (302.3 KB/PDF)

Reassuringly prepared - an adviser guide differences between the Protected Profits funds (173.74 KB/PDF)

Sterling Investment Bond - Fund specific projection rates (81.97 KB/PDF)

Document being updated (173.74 KB/PDF)

Reassuringly prepared - Sterling Tracker Protected Profit Funds for the Sterling Investment Bond (353.84 KB/PDF)

Sterling Investment Bond - Investment funds guide (353.54 KB/PDF)

Sterling Investment Bond - Death benefits guide (34 KB/PDF)

Sterling - Investment matters - Savers feel economic chill as Spring arrives - April 2016 (0 KB/)

Sterling Tax Guide (63.38 KB/PDF)

Your Privacy is Important to us - Data Protection (Sterling) (34.72 KB/PDF)

Sterling Investment Bond – standard death benefit (173.74 KB/PDF)

Sterling International Tax Compliance FAQ leaflet (33.78 KB/PDF)

Supporting you

Sterling Investment Bond - death benefit email template (0 KB/)

Sterling Investment Bond - Giving your clients extra security (0 KB/)

Sterling Investment Bond at a glance (39.74 KB/PDF)

Key Features

Terms of Business (74.08 KB/PDF)

Key features of the Sterling Investment Bond (220.66 KB/PDF)

Sterling Investment Bond - Terms and conditions (154.05 KB/PDF)

Trust information

Absolute Trust Deed (49.92 KB/PDF)

Being a Trustee - Your Guide (43.27 KB/PDF)

Declaration of health for Discretionary Discounted Gift Trust and Discounted Gift (Bare) Trust (31.17 KB/PDF)

Discounted Gift (Bare) Trust Deed (55.73 KB/PDF)

Discretionary Discounted Gift Trust Deed (74.52 KB/PDF)

Discretionary Loan Plan Trust Deed and Loan Agreement (62.85 KB/PDF)

Discretionary Probate Trust Deed (85.58 KB/PDF)

Discretionary Trust Deed (54.83 KB/PDF)

Health questionnaire for Discretionary Discounted Gift Trust and Discounted Gift (Bare) Trust (88.59 KB/PDF)

Loan Plan (Bare) Trust Deed and Loan Agreement (53.38 KB/PDF)

Zurich International Portfolio Bond

Forms

Confirmation of Verification of Identity Certificate (46.22 KB/PDF)

Confirmation of verification of identity certificate Corporate and other non-individual entity (44.4 KB/PDF)

Health questionnaire for Discretionary Discounted Gift Trust and Bare Discounted Gift Trust (65.75 KB/PDF)

Zurich International Portfolio Bond - Discretionary asset manager nomination (41.54 KB/PDF)

Zurich International Portfolio Bond - Application form for corporate organisations (167.09 KB/PDF)

Zurich International Portfolio Bond - Application form for trustees of an existing (144.99 KB/PDF)

Zurich International Portfolio Bond - Application form for trustees of an existing trust (165.23 KB/PDF)

Zurich International Portfolio Bond - Application form for use with a Bare Discounted Gift Trust (139.11 KB/PDF)

Zurich International Portfolio Bond - Application form for use with Discretionary Discounted Gift Trust (173.6 KB/PDF)

Zurich International Portfolio Bond - Cash-in request form (76.92 KB/PDF)

Zurich International Portfolio Bond - Nomination for a Zurich Portfolio (61.15 KB/PDF)

Zurich International Portfolio Bond - SIPP Application Form (96.97 KB/PDF)

Zurich International Portfolio Bond - Trading Instruction Form (51.86 KB/PDF)

Zurich International Portfolio Bond Adviser Authority (117.15 KB/PDF)

Zurich International Portfolio Bond Application form (163.57 KB/PDF)

Certification of tax status - Self Certification form for an Entity (123.1 KB/PDF)

Certification of tax status - Self certification form for an Individual (55.93 KB/PDF)

Fund information and guides

Zurich International Portfolio Bond - Fund charges summary (220.66 KB/PDF)

Zurich International Portfolio Bond - Your transaction accounts (67.21 KB/PDF)

Zurich International Portfolio Bond - Confirming and protecting your identity (46.7 KB/PDF)

Zurich International Portfolio Bond - Information leaflet (94.75 KB/PDF)

Zurich International Portfolio Bond - Your investment choice (257.17 KB/PDF)

IPB - Deposit accounts and structured deposits (199.91 KB/PDF)

Key features and terms and conditions

Zurich International Portfolio Bond Key Features (272.63 KB/PDF)

Zurich International Portfolio Bond - Terms and Conditions (431.95 KB/PDF)

Zurich International Portfolio Bond - Terms of Business (67.57 KB/PDF)

Trust information

Zurich International Portfolio Bond - Being a trustee - Your guide (71.98 KB/PDF)

Zurich International Portfolio Bond - Probate Trust Adviser guide (92.1 KB/PDF)

Zurich International Portfolio Bond - Bare Discounted Gift Trust Deed (81.21 KB/PDF)

Zurich International Portfolio Bond - Bare Discounted Gift Trust adviser guide (136.15 KB/PDF)

Zurich International Portfolio Bond - Bare Discounted Gift Trust customer guide (76.11 KB/PDF)

Zurich International Portfolio Bond - Bare Gift Trust customer guide (585.09 KB/PDF)

Zurich International Portfolio Bond - Bare Gift Trust adviser guide (490.27 KB/PDF)

Zurich International Portfolio Bond - Bare Gift Trust Deed (82.7 KB/PDF)

Zurich International Portfolio Bond - Discretionary Discounted Gift Trust adviser guide (137.14 KB/PDF)

Zurich International Portfolio Bond - Discretionary Discounted Gift Trust customer guide (90.31 KB/PDF)

Zurich International Portfolio Bond - Discretionary Discounted Gift Trust Deed (88.98 KB/PDF)

Zurich International Portfolio Bond - Discretionary Gift Trust (Settlor excluded) adviser guide (84.43 KB/PDF)

Zurich International Portfolio Bond - Discretionary Gift Trust (Settlor excluded) customer guide (125.02 KB/PDF)

Zurich International Portfolio Bond - Discretionary Gift Trust Deed (Settlor excluded) (87.86 KB/PDF)

Zurich International Portfolio Bond - Discretionary Loan Trust customer guide (107.93 KB/PDF)

Zurich International Portfolio Bond - Discretionary Loan Trust Deed and Loan Trust Agreement (88.85 KB/PDF)

Zurich International Portfolio Bond - Excluded Property Trust customer guide (120.62 KB/PDF)

Zurich International Portfolio Bond - Excluded Property Trust adviser guide (508.23 KB/PDF)

Zurich International Portfolio Bond - Probate Trust customer guide (97.54 KB/PDF)

Zurich International Portfolio Bond - Discretionary Loan Trust adviser guide (91.05 KB/PDF)

Zurich International Portfolio Bond - Discretionary Gift Trust deed (Settlor included) (82 KB/PDF)
Horizon
Horizon

Resources for Advisers

Horizon Funds Risk Profiling Mapping Tools (76.25 KB/PDF)

Horizon Positioning Document – ‘Zurich Intermediary Platform - Our Investment Proposition' (46.64 KB/PDF)

Performance over 12 months: Zurich Horizon Multi-Asset funds (335.97 KB/PDF)

Performance since December 2013: Zurich Horizon Multi-Asset funds (187.47 KB/PDF)

Suitability Letters – Putting Your Client Communications Together (148.69 KB/PDF)

Understanding Risk Profiling – Helping you assess your clients attitude to risk (120.09 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund I: Class Z, Acc (0 KB/)

Regulatory Documents

KIID - Zurich Horizon Multi-Asset Fund I: Class Z, Acc (0 KB/)

KIID - Zurich Horizon Multi-Asset Fund I: Class Z, Inc (227.65 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund II: Class Z, Acc (228.38 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund II: Class Z, Inc (228.36 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund III: Class Z, Acc (228.85 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund III: Class Z, Inc (228.76 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund IV: Class Z, Acc (229.18 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund IV: Class Z, Inc (229.19 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund V: Class Z, Acc (227.43 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund V: Class Z, Inc (227.32 KB/PDF)

Prospectus - Zurich Investment Funds ICVC (801.37 KB/PDF)

SID - Zurich Investment Services (UK) Ltd (74.26 KB/PDF)

Fund Factsheets

Zurich Horizon Multi-Asset Fund I (66.71 KB/PDF)

Zurich Horizon Multi-Asset Fund II (67.46 KB/PDF)

Zurich Horizon Multi-Asset Fund III (67.69 KB/PDF)

Zurich Horizon Multi-Asset Fund IV (66.8 KB/PDF)

Zurich Horizon Multi-Asset Fund V (65.43 KB/PDF)

Adviser to client resources

Risk and Loss – Explaining Investment Risk And Loss (120.7 KB/PDF)

Understanding Investment Solutions – How The Zurich Horizon Funds Could Match Your Needs (142.97 KB/PDF)
Client need
Retirement

Helping you sell

Pension Freedom Planner (584.87 KB/PDF)

Pension Freedom Planner - Q&A's (242.99 KB/PDF)

Our service proposition at a glance (0 KB/)

A client's guide to pension tax (2.93 MB/PDF)

IHT Planning

Helping you sell

IHT infographic (46.91 KB/PDF)

Leave more to the people you care about - customer brochure (1.01 MB/PDF)
Wealth products closed to new business
Sterling ISA and Investment Account

Forms

Confirmation of verification of identity certificate (213.46 KB/PDF)

Confirmation of verification of identity certificate - Corporate and other non-personal entity (40.07 KB/PDF)

International Tax Compliance self-certification for an individual (34.72 KB/PDF)

Investment Account Full Encashment or partial withdrawal request form (62.84 KB/PDF)

Origin of wealth questionnaire (30.07 KB/PDF)

Source of Investment (33.48 KB/PDF)

Sterling - ISA transfer authority (to existing accounts) (41.36 KB/PDF)

Sterling fund switch form for ISA and Investment Account (50.85 KB/PDF)

International Tax Compliance Self-certification for an entity (51.52 KB/PDF)

Sterling Investment Account Application form (167.77 KB/PDF)

Sterling Investment Account Request for regular withdrawals (60.17 KB/PDF)

Sterling ISA declaration (40.53 KB/PDF)

Sterling ISA Application form (107.27 KB/PDF)

ISA full encashment or partial withdrawal request form (55.97 KB/PDF)

ISA request for regular withdrawals (57.97 KB/PDF)

Sterling ISA Additional Permitted Subscription Application Form (75.31 KB/PDF)

Stock Transfer form and completion notes (238.41 KB/PDF)

International Tax Compliance self-certification for an individual (34.72 KB/PDF)

International Tax Compliance Self-certification for an entity (51.52 KB/PDF)

Sterling International Tax Compliance FAQ leaflet (33.78 KB/PDF)

Fund information and guides

Global protected profits (0 KB/)

ISA and Investment Account Fund Charges (funds closed to new investors) (52.87 KB/PDF)

Multimanager Protected Profits (203.46 KB/PDF)

Reassuringly prepared - an adviser guide differences between the Protected Profits funds (173.74 KB/PDF)

SIML Funds Guide (338.7 KB/PDF)

Document being updated (173.74 KB/PDF)

Tracker Protected Profits (166.02 KB/PDF)

Sterling - Investment matters - Savers feel economic chill as Spring arrives - April 2016 (0 KB/)

Sterling Tax Guide (63.38 KB/PDF)

Your Privacy is Important to us - Data Protection (Sterling) (34.72 KB/PDF)

Key features and terms and conditions

SIML Charges Summary (75.85 KB/PDF)

Minimum Return Life Cover Plan (Terms and Conditions) (76.88 KB/PDF)

Terms and Conditions (for accounts opened after 28 April 2011) - These terms are applicable from 6 April 2014 (109.3 KB/PDF)

Terms and Conditions (for accounts opened on or before 28 April 2011) - These terms are applicable from 6 April 2014 (185.13 KB/PDF)

Terms of Business (74.08 KB/PDF)

Zurich Investment Account

All documents

Terms of Business (74.08 KB/PDF)

Zurich Investment Account application form (0 KB/)

Adviser charging guide (81.77 KB/PDF)

Key Features of the Zurich Investment Account (205.39 KB/PDF)

Are your clients funding higher education in the best way? (0 KB/)

Zurich Investment Account - Terms and Conditions (215.56 KB/PDF)

Flexible Drawdown Plan

All documents

Flexible Drawdown Plan (Non Protected Rights),Flexible Drawdown Plan (Protected Rights) - Top up application form (680.02 KB/PDF)

(23.49 KB/DOCX)

Pension Discretionary (125 year) Trust (194.17 KB/PDF)

Pension Discretionary (2 year) Trust (23.93 KB/PDF)

Zurich ISA

Forms

Adviser Authority - ISA and Investment Account (0 KB/)

Information and guides

Adviser charging guide (81.77 KB/PDF)

Your guide to ISA Reporting (0 KB/)

Help protect your future with a Zurich ISA (0 KB/)

Key features and terms and of business

Terms of Business (74.08 KB/PDF)

Key Features of the Zurich Stocks and Shares ISA (213.02 KB/PDF)

Zurich TIP

Forms

Zurich Trustee Investment Plan (42.57 KB/PDF)

Zurich Trustee Investment Plan - Additional Single or Regular Payments (88 KB/PDF)

Zurich Trustee Investment Plan - Application form for an increase to an existing plan (pre-July 2007 plans) (78.7 KB/PDF)

Zurich Trustee Investment Plan (for plans sold between July 2007 and May 2010) (78.55 KB/PDF)

Zurich Trustee Investment Plan (withdrawal application) (127.33 KB/PDF)

Zurich Trustee Investment Plan - Fund Switch/redirection form (52.87 KB/PDF)

Fund information

Your choice of pension funds (372.98 KB/PDF)

Terms of business

Terms of Business (74.08 KB/PDF)

Zurich SIPP

Forms

Zurich Self Invested Personal Pension (Zurich SIPP) and/or Zurich Protected Rights Transfer Plan - Drawdown pension application form (92.95 KB/PDF)

Transferring Scheme Details (87.69 KB/PDF)

Zurich Self Invested Personal Pension (Zurich SIPP) and/or Zurich Protected Rights Transfer Plan - Additional transfer application form (110.24 KB/PDF)

Zurich Pension Fund Switch Form (46.66 KB/PDF)

Zurich Self Invested Personal Pension (Zurich SIPP) (81.48 KB/PDF)

Zurich Self Invested Personal Pension (Zurich SIPP) - Additional single or regular (142.65 KB/PDF)

Zurich Self Invested Personal Plan (SIPP) - Adviser Authority (40.53 KB/PDF)

Multimanager Generation 2 Protected Profits (0 KB/)

Information and guides

Pension Discretionary (125 year) Trust (194.17 KB/PDF)

Pension Discretionary (2 year) Trust (23.93 KB/PDF)

Your choice of pension funds (372.98 KB/PDF)

Multimanager Generation 2 Protected Profits (0 KB/)

Multimanager Generation 2 Protected Profits (399.15 KB/PDF)

Multimanager Protected Profits (433.36 KB/PDF)

Tracker Protected Profits (439.67 KB/PDF)

Zurich Pension projection rates (59.26 KB/PDF)

How to contact us - Zurich Self Invested Personal Pension (55.39 KB/PDF)

Zurich SIPP - a guide to drawdown pension charges (52.29 KB/PDF)

Zurich SIPP - A Guide To Wider SIPP Charges (66.08 KB/PDF)

Zurich SIPP - A Guide To Wider SIPP Investments (113.13 KB/PDF)

Zurich PPF Q&A (173.74 KB/PDF)

Multimanager Generation 2 Protected Profits (0 KB/)

SIPP Fund Universe (599.12 KB/PDF)

Terms of business

Terms of Business (74.08 KB/PDF)

Protected Rights Transfer Plan

Forms

Zurich Self Invested Personal Pension (Zurich SIPP) and/or Zurich Protected Rights Transfer Plan - Drawdown pension application form (92.95 KB/PDF)

Transferring Scheme Details (87.69 KB/PDF)

Zurich Self Invested Personal Pension (Zurich SIPP) and/or Zurich Protected Rights Transfer Plan - Additional transfer application form (110.24 KB/PDF)

Information and guides

Pension Discretionary (125 year) Trust (194.17 KB/PDF)

Pension Discretionary (2 year) Trust (23.93 KB/PDF)

Your choice of pension funds (372.98 KB/PDF)

General

International Tax Compliance self-certification for an individual (46.78 KB/PDF)

International Tax Compliance Self-certification for an entity (55.39 KB/PDF)

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