Zurich Intermediary Platform

While working with clients, the last thing you want are platform problems, so our reliable, proven platform technology in association with FNZ could be just what you're looking for. And, just to be reassured, Zurich's approach is to think for the long term and we're not changing our approach any time soon.

Whether your clients are looking to grow their wealth or make it last into their retirement, our platform's rich functionality makes it suitable for a broad range of client types.

With your client's financial future at stake, our platform provides the dependability and administrative capabilities you expect and need. Add to that our commitment to the UK adviser market, and we think there's a lot you'll like beneath our reserved exterior.

Fees, charges, costs and more with our structure guide.

Control who sees what on the platform within your business and decide which of your clients would benefit from accessing their Zurich Portfolio online through our mobile optimised portal.

You'll enjoy access to over 3,600 funds, 35 DFMs and UK-listed securities such as ETFs, investment trusts, equities, gilts and bonds. Allowance ISA trackers, IRESS data integration, two-way integration with Intelligent Office and Distribution Technology and phased investment capability combine to make your job much easier.

Whether moving and managing cash or integrated client reporting, our platform gives you everything you need to support your clients every step of the way.

You'll also have a suite of tools from EValue and FE, supporting financial planning, at your disposal.

We offer charge discounts through a family linking facility for three generations of family members and we pre-fund everything we possibly can, including client withdrawals.

Your clients are yours alone; we will never proactively market to your clients. Instead we endeavour to ensure you can deliver on your promises.

We know a thing or two about protection and risk management; it's been at the core of our business since 1917, and we're happy to use this experience and expertise to create certainty and protection wherever we reasonably can. Our individual and joint portfolios have the option of protection cover.