Document library

man in library looking at books

Protection
Personal Protection

Sales Aids

Zurich Critical Illness brochure (1.38 MB/PDF)

Zurich Critical Illness - benefits summary (62.99 KB/PDF)

Zurich Critical Illness Select (70.23 KB/PDF)

Zurich Critical Illness conditions list (69.11 KB/PDF)

Zurich Personal Protection - Decreasing cover (74.29 KB/PDF)

Zurich Protection - contractual change and flexibility of cover (136.55 KB/PDF)

Zurich Personal Protection - Conversion Option (52.65 KB/PDF)

Zurich Personal Protection - Reasons why paragraphs (29 KB/DOCX)

Protection that changes as you do (74.57 KB/PDF)

Forms

Data Capture form (1.01 MB/PDF)

Direct Debit Form (31.72 KB/PDF)

Key features and Terms and conditions

Zurich Personal Protection - Terms and conditions (729.96 KB/PDF)

Key features of the Zurich Personal Protection policy (267.29 KB/PDF)

Mortgage Protection Free cover (55.54 KB/PDF)

Underwriting Free cover (47.94 KB/PDF)

Zurich Personal Protection– Target market statement (106.96 KB/PDF)

Income Protection

Sales Aids

Zurich Income Protection brochure (4.91 MB/PDF)

Zurich Income Protection - Rehabilitation brochure (1.56 MB/PDF)

Zurich Income Protection - benefits summary (56.16 KB/PDF)

Zurich Income Protection Select - Family carer benefit (42.96 KB/PDF)

Zurich Income Protection Select - Hospital stay benefit (51.52 KB/PDF)

Zurich Income Protection Select - Trauma benefit (50.79 KB/PDF)

Zurich Income Protection Select - Needlestick benefit (42.91 KB/PDF)

Zurich Income Protection Select - Funeral benefit (51.12 KB/PDF)

Zurich Income Protection - support for doctors and surgeons (413.76 KB/PDF)

Zurich Income Protection Select (454.01 KB/PDF)

Zurich Protection - contractual change and flexibility of cover (136.55 KB/PDF)

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

Forms

Data Capture form (1.01 MB/PDF)

Key features and Terms and conditions

Zurich Income Protection Terms and conditions (365.54 KB/PDF)

Key features of the Zurich Income Protection policy (265.8 KB/PDF)

Zurich Income Protection - Target market statement (103.78 KB/PDF)

Multi-fracture cover

Sales Aids

Multi-fracture cover sales aid (266.83 KB/PDF)

Rehabilitation

Sales Aids

Zurich Income Protection brochure (4.91 MB/PDF)

Zurich Income Protection - Rehabilitation brochure (1.56 MB/PDF)

Whole of Life

Sales Aids

Inheritance Tax infographic (50.52 KB/PDF)

Key information about funeral planning (121.55 KB/PDF)

Zurich Protection - contractual change and flexibility of cover (136.55 KB/PDF)

Zurich Whole of Life policy for funeral planning (197.23 KB/PDF)

Zurich Whole of Life policy - for inheritance tax planning (189.17 KB/PDF)

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

Key information about funeral planning (121.55 KB/PDF)

Forms

Data Capture form (1.01 MB/PDF)

Direct Debit Form (31.72 KB/PDF)

Key features and Terms and conditions

Zurich Whole of Life Terms and conditions (303.08 KB/PDF)

Key features of the Zurich Whole of Life policy (251.88 KB/PDF)

Inheritance tax protection Free cover (45.28 KB/PDF)

Zurich Whole of Life - Target market statement (88.85 KB/PDF)

Critical Illness

Sales Aids

Zurich Critical Illness brochure (1.38 MB/PDF)

Zurich Critical Illness - benefits summary (62.99 KB/PDF)

Zurich Critical Illness Select (70.23 KB/PDF)

Critical Illness Select - Critical Illness benefit uplift (54.92 KB/PDF)

Zurich Critical Illness conditions list (69.11 KB/PDF)

Zurich Critical Illness Select - enhanced children's benefit (147.17 KB/PDF)

Zurich Protection - contractual change and flexibility of cover (136.55 KB/PDF)

Zurich Medical factsheet - Cancer (151.77 KB/PDF)

Zurich Medical factsheet - Mental health (157.34 KB/PDF)

Zurich Medical factsheet - Multiple Sclerosis (145.46 KB/PDF)

Zurich Medical factsheet - Stroke (149.18 KB/PDF)

Zurich Medical factsheet - Coronary heart disease (152.18 KB/PDF)

Key features and Terms and conditions

Zurich Personal Protection - Terms and conditions (729.96 KB/PDF)

Key features of the Zurich Personal Protection policy (267.29 KB/PDF)

Business Protection

Sales Aids

Business Protection Adviser Guide - Business Protection doesn't have to be hard (970.18 KB/PDF)

Without the right protection, you could be putting your business at risk (185.55 KB/PDF)

Business protection - payment equalisation (94.94 KB/PDF)

Zurich Critical Illness brochure (1.38 MB/PDF)

Zurich Critical Illness - benefits summary (62.99 KB/PDF)

Zurich Critical Illness Select (70.23 KB/PDF)

Zurich Critical Illness conditions list (69.11 KB/PDF)

Zurich Protection - contractual change and flexibility of cover (136.55 KB/PDF)

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

Technical guides

How to set up Business Protection policies (48.59 KB/PDF)

Business Protection - Guide to key person protection (345.26 KB/PDF)

Business Protection - Guide to business succession for partnerships (349.89 KB/PDF)

Business Protection - Guide to corporate share purchase (308.65 KB/PDF)

Business Protection - Guide to covering business liabilities (284.65 KB/PDF)

Business Protection - Guide to business succession for companies (361.66 KB/PDF)

Forms

Data Capture form (1.01 MB/PDF)

Key features and Terms and conditions

Zurich Business Protection - Terms and conditions (723.26 KB/PDF)

Key features of the Zurich Business Protection policy (280.28 KB/PDF)

Zurich Business Protection Free cover (50.08 KB/PDF)

Zurich Business Protection – Target market statement (97.49 KB/PDF)

Business Whole of Life

Sales Aids

Inheritance Tax infographic (50.52 KB/PDF)

Zurich Whole of Life policy for Inheritance Tax Planning

Zurich Protection - contractual change and flexibility of cover (136.55 KB/PDF)

Forms

Data Capture form (1.01 MB/PDF)

Key features and Terms and conditions

Zurich Business Whole of Life Terms and conditions (307.05 KB/PDF)

Key features of the Zurich Business Whole of Life policy (258.09 KB/PDF)

Zurich Business Whole of Life – Target market statement (62.04 KB/PDF)

Relevant Life

Sales Aids

Zurich Protection - contractual change and flexibility of cover (136.55 KB/PDF)

Could your life cover be more tax efficient? (107.74 KB/PDF)

Technical guides

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

Forms

Data Capture form (1.01 MB/PDF)

Key features and Terms and conditions

Zurich Relevant Life Terms and conditions (260.12 KB/PDF)

Key features of the Zurich Relevant Life policy (224.17 KB/PDF)

Zurich Relevant Life Free cover (43.66 KB/PDF)

Zurich Relevant Life - Target market statement (68.12 KB/PDF)

Claims

Sales Aids

Zurich claims infographic 2017 (51 KB/PDF)

Voice of the customer 2017 (62.33 KB/PDF)

Our claims performance H1 in 2018 (418.4 KB/PDF)

Bereavement - Your guide to making a claim (51.84 KB/PDF)

Income protection benefit - Your guide to your claim (59.67 KB/PDF)

Waiver of premium benefit - Your guide to your claim (54.98 KB/PDF)

Critical illness or terminal illness benefit - Your guide to your claim (54.08 KB/PDF)

Death Abroad Questionnaire (56.3 KB/PDF)

Underwriting

Guides

Non-Medical Limits - A guide to our underwriting limits for protection products (61.68 KB/PDF)

Occupation guide (54 KB/PDF)

Underwriting Free cover (47.94 KB/PDF)

Questionnaires and forms

Armed forces questionnaire (55.18 KB/PDF)

Aviation Questionnaire (53.98 KB/PDF)

Colitis and Crohn's disease questionnaire (51.62 KB/PDF)

Doctor name and address (41.58 KB/PDF)

Drug questionnaire (50.62 KB/PDF)

Ear disorder questionnaire (61.97 KB/PDF)

Epilepsy questionnaire (62.17 KB/PDF)

Eye disorder questionnaire (73.19 KB/PDF)

Financial questionnaire - life and critical illness (65.41 KB/PDF)

Gynaecological questionnaire (59.4 KB/PDF)

Kidney and urinary tract disorders questionnaire (62.67 KB/PDF)

Mental health questionnaire (61.39 KB/PDF)

Mole, lump or growth questionnaire (54.62 KB/PDF)

Occupational questionnaire (47.21 KB/PDF)

Pursuits questionnaire (55.88 KB/PDF)

Residency and overseas travel questionnaire (46.58 KB/PDF)

Smoking questionnaire (30.97 KB/PDF)

Thyroid questionnaire (52.63 KB/PDF)

Value added services

Sales Aids

Zurich Support Services (166.94 KB/PDF)

Trusts

A guide to online trusts (45.09 KB/PDF)

Absolute Trust Deed (63.95 KB/PDF)

Flexible Business Trust Deed (87.49 KB/PDF)

Partnership Keyperson Trust Deed (80.95 KB/PDF)

Relevant Life Policy Trust Deed (83 KB/PDF)

Discretionary Survivorship Trust Deed (108.99 KB/PDF)

Discretionary Trust Deed (86.86 KB/PDF)

Draft Double Option Agreement for share purchase on death (including “spousal” shares) (115.77 KB/PDF)

Spousal By-pass Trust for Business Interests Trust Deed (119.46 KB/PDF)

Draft Option Agreement for company share purchase following the critical illness of a shareholder (108.55 KB/PDF)

Draft Double Option Agreement for company share purchase following the death of a shareholder (106.74 KB/PDF)

Draft Double Option Agreement for share purchase on death (100.12 KB/PDF)

Draft Option Agreement For purchase on Critical Illness (104.87 KB/PDF)

Being a Trustee: Your Guide (51.31 KB/PDF)

Life Protection Platform

Your guide to commission for Zurich protection policies (62.53 KB/PDF)

Downloading your commission statement (256.72 KB/PDF)

Terms of Business (1.22 MB/PDF)

Zurich Life Protection Platform - Protection all wrapped up (226.29 KB/PDF)

General

Applying for a policy with Zurich (30.68 KB/PDF)

Data protection (593.94 KB/PDF)

Direct Debit Form (31.72 KB/PDF)
Pre LPP protection documents
Term

Forms

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

Business Protection fact find (154.4 KB/PDF)

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

Key Features & Terms and Conditions

Terms and conditions of the Decreasing Mortgage Cover Plan (353.74 KB/PDF)

Free Cover Mortgage Protection (67 KB/PDF)

Terms and conditions of the Level Protection Plan (383.82 KB/PDF)

Free Cover Relevant Life Protection (49.39 KB/PDF)

Free Cover Business Protection (65.96 KB/PDF)

Supporting you

Zurich Support Services (166.94 KB/PDF)

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

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

Whole of Life

Forms

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)

Key features

Terms and conditions of the Adaptable Life Plan (172.97 KB/PDF)

Free Cover IHT Protection (204.06 KB/PDF)

Supporting you

Leave more to the people you care about

Key information about funeral planning (27.05 KB/PDF)

IHT infographic (46.91 KB/PDF)

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

Income Protection

Forms

Income Protection application form (293.64 KB/PDF)

Supporting you

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

Key features & Terms and Conditions

Key features of the Income Protection Plan (258.46 KB/PDF)

Income Protection Plan – Essential Cover terms and conditions (139.56 KB/PDF)

Income Protection Plan – Premier Cover terms and conditions (150.93 KB/PDF)

Business Protection

Forms

Business Protection fact find (154.4 KB/PDF)

Supporting you

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

Business Protection Adviser Guide (362.37 KB/PDF)

How to set up Business Protection policies (48.59 KB/PDF)

Business Protection - Guide to key person protection (345.26 KB/PDF)

Business Protection - Guide to business succession for companies (361.66 KB/PDF)

Business Protection - Guide to business succession for partnerships (349.89 KB/PDF)

Business Protection - Guide to corporate share purchase (308.65 KB/PDF)

Business Protection - Guide to covering business liabilities (284.65 KB/PDF)

Key features & Terms and Conditions

Free Cover Business Protection (65.96 KB/PDF)

Free Cover Relevant Life Protection (49.39 KB/PDF)

Underwriting

Guides

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

Occupation Guide (217.8 KB/PDF)

Safeguarding Your Medical Reports (39.98 KB/PDF)

Questionnaires and forms

Access to medical report (92.56 KB/PDF)

Financial questionnaire: Life and CI Business Protection (63.79 KB/PDF)

Financial questionnaire: Life and CI Personal Protection (46.17 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 (85 KB/PDF)

Declaration of Health: Reinstatements/Restart of Premiums (97.81 KB/PDF)
Wealth
Your clients' investment
Platform

Forms

Client data capture form (693.29 KB/PDF)

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

Stocks and Shares ISA - Additional permitted submission application form (123.74 KB/PDF)

Addendum for additional firm offices/branches (147.84 KB/PDF)

Zurich Investment Life Cover Plan - Application form (63.31 KB/PDF)

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

Authorisation of adviser remuneration (86.05 KB/PDF)

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

Full or Partial surrender form (211.26 KB/PDF)

Full or Partial Life Plan surrender form (211.06 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 (57.34 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)

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

Platform nomination of beneficiaries form (120.95 KB/PDF)

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

Investment options

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

Tradeable asset lists (8.78 MB/XLS)

Morningstar

A guide to Morningstar model portfolios available through the Zurich Intermediary Platform (1.86 MB/PDF)

Quarterly Model Portfolio Change Rationale (119.89 KB/PDF)

Overview for Zurich Model Portfolios – Adventurous (187.45 KB/PDF)

Overview for Zurich Model Portfolios – Balanced (196.71 KB/PDF)

Overview for Zurich Model Portfolios – Cautious (162.59 KB/PDF)

Overview for Zurich Model Portfolios – Moderately Adventurous (198.5 KB/PDF)

Overview for Zurich Model Portfolios – Moderately Cautious (190.21 KB/PDF)

EValue - Efficient Portfolio Methodology (58.9 KB/PDF)

EValue Quarterly Update (January 2019) (443.86 KB/PDF)

Q3 2018 Zurich Adventurous Long Quarterly Report (169.11 KB/PDF)

Q3 2018 Zurich Adventurous Medium Quarterly Report (168.24 KB/PDF)

Q3 2018 Zurich Balanced Long Quarterly Report (157.42 KB/PDF)

Q3 2018 Zurich Balanced Medium Quarterly Report (167.86 KB/PDF)

Q3 2018 Zurich Cautious Long Quarterly Report (157.02 KB/PDF)

Q3 2018 Zurich Cautious Medium Quarterly Report (201.31 KB/PDF)

Q3 2018 Zurich Moderately Adventurous Long Quarterly Report (159.21 KB/PDF)

Q3 2018 Zurich Moderately Adventurous Medium Quarterly Report (167.9 KB/PDF)

Q3 2018 Zurich Moderately Cautious Long Quarterly Report (159.42 KB/PDF)

Q3 2018 Zurich Moderately Cautious Medium Quarterly Report (186.13 KB/PDF)

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 Long Term (100.47 KB/PDF)

Q4 2018 Zurich Moderately Cautious Long Term (96.52 KB/PDF)

Q4 2018 Zurich Moderately Cautious Medium Term (117.97 KB/PDF)

Supporting you and your clients

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

Easy to understand charges - at a glance (71.01 KB/PDF)

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

Pension Freedom Planner (542.22 KB/PDF)

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

Zurich Intermediary Platform pre-funding at a glance

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

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

Zurich Intermediary Platform brochure (1.58 MB/PDF)

Key features, terms and conditions and due diligence

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 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)

Key Features of the Zurich Investment Life Cover (660.77 KB/PDF)

Investment Life Cover Plan terms and conditions (298.68 KB/PDF)

Suitability report (108.8 KB/PDF)

Suitability 'short' report (69.58 KB/PDF)

Terms of Business (184.68 KB/PDF)

Terms of Use (166.67 KB/PDF)

Accidental Death Cover Terms and Conditions (279.98 KB/PDF)

Income in retirement - A Zurich differentiator (51.56 KB/PDF)

Order execution venue and quality report 2017 (33.68 KB/PDF)

Zurich 2018 order execution venue and quality report (33.8 KB/PDF)

Addendum to the Zurich Portfolio Terms and Conditions – additional terms that apply to the Zurich Junior Retirement Account (133.21 KB/PDF)

Key features of the Zurich Junior Stocks and Shares ISA (1.24 MB/PDF)

Due Diligence brochure (2.21 MB/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)

Utmost Bond

Investing an Utmost Bond in a Zurich Portfolio (Individual & Joint) (48.69 KB/PDF)

Investing an Utmost Bond in a Zurich Portfolio (Trustee) (49.6 KB/PDF)

Investing an Utmost Bond in a Zurich Portfolio (Corporate) (47.45 KB/PDF)

Important information about the investment of your Utmost Bond into a Zurich Portfolio (148.92 KB/PDF)

Investment Life cover

Investment Life Cover- Target market statement (612.51 KB/PDF)
Horizon
Horizon

Resources for advisers

Horizon Funds Risk Profiling Mapping Tools (73.78 KB/PDF)

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

Performance since December 2013: Zurich Horizon Multi-asset funds (590.56 KB/PDF)

Five reasons you'll want to tell clients about our new income fund (51.49 KB/PDF)

Regulatory Documents

KIID - Zurich Horizon Multi-Asset Fund I: Class I, Acc (201.53 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund I: Class I, Inc (201.53 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund II: Class I, Acc (200.48 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund II: Class I, Inc (200.4 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund III: Class I, Acc (200.43 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund III: Class I, Inc (200.34 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund IV: Class I, Acc (200.62 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund IV: Class I, Inc (200.54 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund V: Class I, Acc (200.16 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund V: Class I, Inc (200.02 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund I: Class Z, Acc (201.61 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund I: Class Z, Inc (201.4 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund II: Class Z, Acc (200.9 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund II: Class Z, Inc (200.85 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund III: Class Z, Acc (200.69 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund III: Class Z, Inc (200.58 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund IV: Class Z, Acc (200.25 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund IV: Class Z, Inc (200.3 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund V: Class Z, Acc (199.87 KB/PDF)

KIID - Zurich Horizon Multi-Asset Fund IV: Class Z, Inc (200.3 KB/PDF)

Prospectus - Zurich Investment Funds ICVC (412.14 KB/PDF)

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

Prospectus of Zurich Horizon Funds ICVC (632.92 KB/PDF)

Zurich Investment Funds ICVC - Annual Report & Accounts (694.29 KB/PDF)

Fund Factsheets

Zurich Horizon Multi-Asset Fund I (255.22 KB/PDF)

Zurich Horizon Multi-Asset Fund II (258.09 KB/PDF)

Zurich Horizon Multi-Asset Fund III (260.4 KB/PDF)

Zurich Horizon Multi-Asset Fund IV (262.46 KB/PDF)

Zurich Horizon Multi-Asset Fund V (306.24 KB/PDF)

Zurich Horizon Monthly Income Plus Fund (239.86 KB/PDF)

Adviser to Client resources

How the Zurich Horizon Funds could match your needs (92.31 KB/PDF)
Client need
Retirement

Helping you sell

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

Our service proposition at a glance (49.28 KB/PDF)

A guide to pension tax (1.83 MB/PDF)

IHT Planning

Helping you sell
Wealth products closed to new business
Zurich International Portfolio Bond

Forms

Zurich International Portfolio Bond - Discretionary asset manager nomination (41.54 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 - Trading Instruction Form (51.86 KB/PDF)

Zurich International Portfolio Bond Adviser Authority (117.15 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)

Zurich International Portfolio Bond - Confirming and protecting your identity (75.78 KB/PDF)

Fund information and guides

Zurich International Portfolio Bond - Fund charges summary (255.02 KB/PDF)

Zurich International Portfolio Bond - Your transaction accounts (67.21 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 (229.12 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 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 customer guide (90.31 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)

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 (0 KB/)

Sterling Investment Bond Additional Payment Form (137.62 KB/PDF)

Sterling Investment Bond Additional Payment Application form for Flexible option (84.62 KB/PDF)

Sterling Investment Bond Regular Withdrawal Request form (63.4 KB/PDF)

Investment Bond full or partial surrender request form (72.67 KB/PDF)

Fund information and guides

Investment Bond - Fund charges and expenses (funds closed to new investors) (121.83 KB/PDF)

Investment Bond - Fund charges and expenses (Series 1) (168.93 KB/PDF)

Investment Bond Fund charges and expenses (Series 2) (38.79 KB/PDF)

Reassuringly prepared - Sterling Multimanager Generation 2 Protected Profits funds for the Sterling Investment Bond (149.18 KB/PDF)

Reassuringly prepared - Sterling Multimanager Generation 3 Protected Profits funds for the Sterling Investment Bond (113.77 KB/PDF)

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

Sterling Investment Bond fund specific projection rates – Series 1 (198.38 KB/PDF)

Sterling Investment Bond - Fund specific projection rates - Series 2 (200.8 KB/PDF)

Reassuringly prepared - Sterling Tracker Protected Profit Funds* for the Sterling Investment Bond (152.23 KB/PDF)

Sterling Investment Bond - Investment funds guide (584.7 KB/PDF)

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

Sterling Tax Guide (218.66 KB/PDF)

Your Privacy is Important to us - Data Protection (Sterling) (120.1 KB/PDF)

Reassuringly prepared - an adviser guide: differences between the Protected Profits funds (88.42 KB/PDF)

Protected Profits funds for Sterling Investment Bond, Sterling ISA and Investment Account Q&A (50.17 KB/PDF)

Key Features

Terms of Business (1.22 MB/PDF)

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

Sterling Investment Bond - Terms and conditions (1.41 MB/PDF)

Trust information

Absolute Trust Deed (49.92 KB/PDF)

Being a Trustee - Your Guide (43.27 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)

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

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 (67.24 KB/PDF)

Origin of wealth questionnaire (41.55 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 (64.66 KB/PDF)

Sterling Investment Account Application form (309.79 KB/PDF)

Sterling Investment Account Request for regular withdrawals (66 KB/PDF)

Sterling ISA declaration (40.89 KB/PDF)

Sterling ISA Application form (108.46 KB/PDF)

ISA full encashment or partial withdrawal request form (59.98 KB/PDF)

ISA request for regular withdrawals (63.86 KB/PDF)

Sterling ISA Additional Permitted Subscription Application Form (116.22 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 (0 KB/)

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

Fund information and guides

Reassuringly prepared - Multimanager Protected Profits fund for the Sterling ISA and Investment Account (148.12 KB/PDF)

Reassuringly prepared - an adviser guide: differences between the Protected Profits funds (88.42 KB/PDF)

SIML Funds Guide (604.2 KB/PDF)

Reassuringly prepared - Protected Profits funds for Sterling Investment Bond, Sterling ISA and Investment Account Q&A (50.17 KB/PDF)

Reassuringly prepared - Tracker Protected Profits fund for the Sterling ISA and Investment Account (145.94 KB/PDF)

Sterling Tax Guide (218.66 KB/PDF)

Your Privacy is Important to us - Data Protection (Sterling) (120.1 KB/PDF)

Sterling ISA and Investment Account Charges Summary (387.67 KB/XLSM)

Key features and Terms and Conditions

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 (1.03 MB/PDF)

Terms and Conditions (for accounts opened on or before 28 April 2011) - These terms are applicable from 6 April 2014 (123.21 KB/PDF)

Terms of Business (1.22 MB/PDF)

Protected Profit funds

Reassuringly prepared - Zurich Multimanager Generation 2 Protected Profits ZP fund for Zurich Pensions (209.85 KB/PDF)

Reassuringly prepared - Sterling Multimanager Generation 2 Protected Profits funds for the Sterling Investment Bond (149.18 KB/PDF)

Reassuringly prepared - Tracker Protected Profits fund for the Sterling ISA and Investment Account (145.94 KB/PDF)

Reassuringly prepared - Sterling Tracker Protected Profit Funds* for the Sterling Investment Bond (152.23 KB/PDF)

Reassuringly prepared - Zurich Tracker Protected Profits ZP fund for Zurich Pensions (212.86 KB/PDF)

Reassuringly prepared - Multimanager Protected Profits fund for the Sterling ISA and Investment Account (148.12 KB/PDF)

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

Reassuringly prepared - Zurich Multimanager Protected Profits ZP fund* for Zurich Pensions (212.97 KB/PDF)

Reassuringly prepared - Sterling Multimanager Generation 3 Protected Profits funds for the Sterling Investment Bond (113.77 KB/PDF)

Reassuringly prepared - Threadneedle Protected Profits fund* for the Sterling ISA and Investment Account (147.94 KB/PDF)

Reassuringly prepared - an adviser guide: differences between the Protected Profits funds (88.42 KB/PDF)

Reassuringly prepared - Protected Profits funds for Sterling Investment Bond, Sterling ISA and Investment Account Q&A (50.17 KB/PDF)

Reassuringly prepared - Protected Profits funds for Zurich retail pensions (66.91 KB/PDF)

Zurich Investment Account

Terms of Business (1.22 MB/PDF)

Adviser charging guide (81.77 KB/PDF)

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

Zurich Investment Account - Terms and Conditions (305.83 KB/PDF)

Zurich Investment Bonds

Discretionary Trust Deed (256.06 KB/PDF)

Flexible Drawdown Plan

All documents

Flexible Drawdown Plan (Non Protected Rights),Flexible Drawdown Plan (Protected Rights) - Top up application form (134.31 KB/PDF)

Acceptance of Offer of Revised Terms (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

Information and guides

Adviser charging guide (81.77 KB/PDF)

Key features and terms of business

Terms of Business (1.22 MB/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 (88.06 KB/PDF)

Zurich Trustee Investment Plan - Application form for an increase to an existing plan (pre-July 2007 plans) (61.21 KB/PDF)

Zurich Trustee Investment Plan (for plans sold between July 2007 and May 2010) (94.33 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 (533.57 KB/PDF)

Terms of business

Terms of Business (1.22 MB/PDF)

Zurich SIPP

Forms

Zurich Self Invested Personal Pension (Zurich SIPP) and/or Zurich Protected Rights Transfer Plan - Drawdown pension application form (107.77 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 (113.43 KB/PDF)

Zurich Pension Fund Switch Form (46.66 KB/PDF)

Zurich Self Invested Personal Pension (Zurich SIPP) (70.25 KB/PDF)

Zurich Self Invested Personal Pension (Zurich SIPP) - Additional single or regular (138.09 KB/PDF)

Zurich Self Invested Personal Plan (SIPP) - Adviser Authority (33.16 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 (533.57 KB/PDF)

Reassuringly prepared - Zurich Multimanager Generation 2 Protected Profits ZP fund for Zurich Pensions (209.85 KB/PDF)

Reassuringly prepared - Zurich Multimanager Protected Profits ZP fund* for Zurich Pensions (212.97 KB/PDF)

Reassuringly prepared - Zurich Tracker Protected Profits ZP fund for Zurich Pensions (212.86 KB/PDF)

Zurich Pension projection rates (170.61 KB/PDF)

How to contact us - Zurich Self Invested Personal Pension (50.28 KB/PDF)

Zurich SIPP - a guide to drawdown pension charges (51.83 KB/PDF)

Zurich SIPP - A Guide To Wider SIPP Charges (64.01 KB/PDF)

Zurich SIPP - A Guide To Wider SIPP Investments (108.34 KB/PDF)

Zurich SIPP, PRPT and TIP - A guide to minimum investment payment amounts (137.83 KB/PDF)

Reassuringly prepared - Protected Profits funds for Zurich retail pensions (66.91 KB/PDF)

SIPP Fund Universe (599.12 KB/PDF)

Terms of business

Terms of Business (1.22 MB/PDF)

Protected Rights Transfer Plan

Forms

Zurich Self Invested Personal Pension (Zurich SIPP) and/or Zurich Protected Rights Transfer Plan - Drawdown pension application form (107.77 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 (113.43 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 (533.57 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)