Products closed to new business

Keepsake box

Some of your clients may still be paying into accounts no longer available to new business.

If you or your clients wish to make changes to an existing policy, the table and documents below will enable you to see what options you have.

Account Additional payments Switch funds Stop/start withdrawals Re-registration to another platform

Sterling Investment Account

Key documents

Yes

Use Application Form or client can write in quoting policy number, enclosing a cheque and investment instructions.

Yes

Yes

Yes

Whole Accounts only. Once re-registered will close and any death benefit will cease.

Sterling Investment Bond

Key documents

Yes

Use Application Form or client can write in quoting policy number, enclosing a cheque and investment instructions.

Yes

Yes

No

Sterling ISA

Key documents

Yes

Use Application Form or client can write in quoting policy number, enclosing a cheque and investment instructions.

Yes

Yes

Yes

Whole Accounts only. Once re-registered will close and any death benefit will cease.

Zurich International Portfolio Bond

Key documents

Yes

Yes

Yes

No

Zurich SIPP

Key documents

Yes

Single payments or transfers subject to minimum value of £1,000.

Regular payments from £100 a month to £1,000 a year. Existing regular payments can be increased from £25 a month to £250 a year.

Use Application Form or client can write in quoting policy number, enclosing a cheque and investment instructions.

Yes

Yes

No

Zurich TIP

Key documents

Yes

Start or increase existing regular payments (plans started from 5th May 2010 only).

Regular withdrawals subject to minimum plan values.

Use Application Form or client can write in quoting policy number, enclosing a cheque and investment instructions.

Yes

Yes

No

Zurich Stocks and Shares ISA

Key documents

Yes

Yes Yes

Yes

Whole Accounts only.

Zurich Investment Account

Key documents

Yes

Yes

Yes

Yes

Whole Accounts only.

Contact us

Contact your Zurich Account Manager or you can call us on:

08085 546 546