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Issue policy

To help you issue your policies on our Life Protection Platform, we have created a number of how to videos and answered your most frequently asked questions.

Zurich Life Protection Platform

  • Do I need to submit paper trusts?

    No, unless the policy has already been issued. Completing Trusts online avoids duplication and will ensure that fields are completed fully before creating the Trust, reducing the number of common errors that come with paper submissions. However, Relevant Life and Business Protection Trusts are not currently available online.

  • What options are there for putting policies in trust?

    Policies can be put in trust online, as part of the application process, without the need for a customer signature. Or you can continue to use paper trusts as you do today. Trusts are valid per policy, therefore if more than one policy is being applied for please ensure each policy going into trust has its own trust form.

  • Can I use paper trusts?

    If the application is still in progress then an online trust can be added and there is no need for a paper trust. Once a policy is issued, then the trust must be done via paper.