Important Website Registration information - please note:
We want you to have the best possible experience and ensure that you and anyone else who writes or supports your business can access the new protection platform. Please read the following guide on accessing the Zurich Protection Platform:
1. Please register your firm using St. James's Place FCA number 195351 and your own FRN number. You will need to create a super-user administrator with paraplanner rights (this role can set up paraplanners and see all Partners) and at least one Partner to submit business on the system.
2. There are three roles that can access our system.
a. Partners(advisers) simply need to login with your current username/password or Unipass certificate. You must ensure that you do not want to be set up as admins or paraplanners because once set up as an adviser, the role cannot be changed and you will need to create a new user. You can follow the instructions on the registration site
b. Most Administrators will have been set up already, if you haven’t been set up for a firm, please contact our Agency Enquiries team
c. Paraplanners can be set up by the administrator following the instructions on the registration site
3. For larger firms, most people will want to be set up as Partners (1a) with some administrators and paraplanners.
4. For sole traders, you must have at least 1 Partner set up or you will get an error when you try to transact business with us. The suggested way to set this up is:
a. Set up your administrator with paraplanner rights (this should have been done – see 1b above)
b. Set up your Partner
c. From this point forward, you can login as the administrator who can place all the business also on behalf of the Partner. During this time you will have two usernames – however once setup you only need to use the admin username.
d. In 12 months’ time our system will warn that the unused adviser account will be disabled. We recommend signing in to all usernames at least once every 12 months to keep them active.
All cases must be submitted online, except Enhanced Gift Plan applications using the paper application and current agreed St. James's Place process that is already in place.