Document library

Platform

Due Diligence

Order execution venue and quality report 2017 (33.68 KB/PDF)
Order execution venue and quality report 2018 (33.8 KB/PDF)
Our service proposition at a glance (49.28 KB/PDF)
Suitability 'short' report (69.58 KB/PDF)
Suitability report (108.8 KB/PDF)

Platform Set up

Addendum for additional firm offices/branches (147.84 KB/PDF)
Adviser firm (appointed representative of a network) set-up (196.9 KB/PDF)
Adviser firm trading style set up (195.5 KB/PDF)
Authorisation of adviser remuneration (86.05 KB/PDF)
Authorisation of one-off adviser remuneration (186.03 KB/PDF)
Completing the standard set-up forms - Zurich Intermediary Platform (844.12 KB/PDF)
Firm Set-up Form - Appointed representative network set-up on the Zurich Intermediary Platform (57.34 KB/PDF)
Firm set-up forms - guidance note (138.61 KB/PDF)
Firm set-up form (stand alone or has an arrangement with a service provider) set up on the Zurich Intermediary Platform (60.37 KB/PDF)
Platform nomination of beneficiaries form (120.95 KB/PDF)

Application and surrender forms

Full or Partial Life Plan surrender form (211.06 KB/PDF)
Full or Partial surrender form (211.26 KB/PDF)
Stocks and Shares ISA - Additional permitted submission application form (123.74 KB/PDF)

Client forms and brochures

Client data capture form (693.29 KB/PDF)
Confirmation of verification of identity certificate - Corporate and other non-individual entity (162.44 KB/PDF)
My Zurich Portfolio - Access and viewing your Zurich portfolio (4.55 MB/PDF)
Retirement Account - ill health medical evidence form (44.26 KB/PDF)
Zurich Portfolio - Asset guide (240.03 KB/PDF)

Charges

Adviser charging options - at a glance (78.51 KB/PDF)
Easy to understand charges - at a glance (71.01 KB/PDF)

Key features and terms & conditions

Accidental Death Cover Terms and Conditions (279.98 KB/PDF)
Addendum to the Zurich Portfolio Terms and Conditions – additional terms that apply to the Zurich Junior Retirement Account (133.21 KB/PDF)
Investment Life Cover Plan terms and conditions (298.68 KB/PDF)
Key Features of the Zurich Cash ISA (440.58 KB/PDF)
Key Features of the Zurich Investment Account (608.56 KB/PDF)
Key Features of the Zurich Investment Life Cover (660.77 KB/PDF)
Key features of the Zurich Junior Stocks and Shares ISA (1.24 MB/PDF)
Key Features of the Zurich Retirement Account and Zurich Junior Retirement Account (577.32 KB/PDF)
Key Features of the Zurich Stocks and Shares ISA (1.12 MB/PDF)
Key Features - Zurich Accidental Death Cover (368.91 KB/PDF)
Portfolio Terms and Conditions (1.26 MB/PDF)
Terms of Business (184.68 KB/PDF)
Terms of Use (166.67 KB/PDF)
Pre-funding at a glance (76.25 KB/PDF)

Investment options

Funds with performance fees – at a glance (109.4 KB/PDF)
Tradeable asset lists (8.84 MB/XLS)

Morningstar model portfolios

A guide to Morningstar model portfolios available through the Zurich Intermediary Platform (1.86 MB/PDF)
EValue - Efficient Portfolio Methodology (79.65 KB/PDF)
Overview for Zurich Model Portfolios – Adventurous (236.33 KB/PDF)
Overview for Zurich Model Portfolios – Balanced (309.93 KB/PDF)
Overview for Zurich Model Portfolios – Cautious (172.58 KB/PDF)
Overview for Zurich Model Portfolios – Moderately Adventurous (219.2 KB/PDF)
Overview for Zurich Model Portfolios – Moderately Cautious (226.24 KB/PDF)
Quarterly Model Portfolio Change Rationale (104.66 KB/PDF)
EValue Quarterly Update (April 2019) (230.4 KB/PDF)

Morningstar quarterly reports

Q4 2018 Zurich Adventurous Long Term (103.1 KB/PDF)
Q4 2018 Zurich Adventurous Medium Term (151.25 KB/PDF)
Q4 2018 Zurich Balanced Long Term (109.57 KB/PDF)
Q4 2018 Zurich Balanced Medium Term (102.91 KB/PDF)
Q4 2018 Zurich Cautious Long Term (93.01 KB/PDF)
Q4 2018 Zurich Cautious Medium Term (100.95 KB/PDF)
Q4 2018 Zurich Moderately Adventurous Long Term (100.47 KB/PDF)
Q4 2018 Zurich Moderately Adventurous Medium Term (183.48 KB/PDF)
Q4 2018 Zurich Moderately Cautious Long Term (96.52 KB/PDF)
Q4 2018 Zurich Moderately Cautious Medium Term (117.97 KB/PDF)
Q1 2019 Zurich Adventurous Long Term (145.73 KB/PDF)
Q1 2019 Zurich Adventurous Medium Term (158.73 KB/PDF)
Q1 2019 Zurich Balanced Long Term (146.7 KB/PDF)
Q1 2019 Zurich Balanced Medium Term (143.7 KB/PDF)
Q1 2019 Zurich Cautious Long Term (76.6 KB/PDF)
Q1 2019 Zurich Cautious Medium Term (82.01 KB/PDF)
Q1 2019 Zurich Moderately Adventurous Long Term (147.96 KB/PDF)
Q1 2019 Zurich Moderately Adventurous Medium Term (144.01 KB/PDF)
Q1 2019 Zurich Moderately Cautious Long Term (147.18 KB/PDF)
Q1 2019 Zurich Moderately Cautious Medium Term (147.33 KB/PDF)

Retirement

A guide to pension tax (1.83 MB/PDF)
Impact of taking an UFPLS from your retirement account (577.04 KB/PDF)
Pension Freedom Planner (542.22 KB/PDF)
Pension Freedom Planner - Q&A's (242.99 KB/PDF)

Trusts

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

Zurich Portfolios

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

Document library

Sales Aids

Forms

Key features and Terms and conditions

Sales Aids

Forms

Key features and Terms and conditions

Sales Aids

Sales Aids

Sales Aids

Forms

Key features and Terms and conditions

Sales Aids

Key features and Terms and conditions

Sales Aids

Technical guides

Forms

Key features and Terms and conditions

Sales Aids

Forms

Key features and Terms and conditions

Sales Aids

Technical guides

Forms

Key features and Terms and conditions

Sales Aids

Guides

Questionnaires and forms

Sales Aids

Forms

Key Features & Terms and Conditions

Supporting you

Forms

Key features

Supporting you

Forms

Supporting you

Key features & Terms and Conditions

Forms

Supporting you

Key features & Terms and Conditions

Guides

Questionnaires and forms

Declaration of health

Due Diligence

Platform Set up

Application and surrender forms

Client forms and brochures

Charges

Key features and terms & conditions

Investment options

Morningstar model portfolios

Morningstar quarterly reports

Retirement

Trusts

Zurich Portfolios

Resources for advisers

Regulatory documents

Fund factsheets

Adviser to client resources

Forms

Fund information and guides

Key features and Terms and Conditions

Trust information

Forms

Fund information and guides

Key Features

Trust information

Forms

Fund information and guides

Key features and Terms and Conditions

All documents

Forms

Information and guides

Key features and terms of business

Forms

Fund information

Terms of business

Forms

Information and guides