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 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. |