Keep your clients' account in check and up to date.
Taking money out of an account
You can arrange regular withdrawals monthly, quarterly, half-yearly or yearly. You can take one-off withdrawals from available cash in your clients account at any time.
Transferring from the account
You can transfer your client’s Stocks and Shares ISA at any time to another Cash ISA or Stocks and Shares ISA Manager either as cash transfer or re-registering the assets.
If your client wishes to re-register the assets, you must register:
- all the payments your client has made in the current tax year, or
- some or all the value of the account from payments made in a previous year.
Closing an account
If you, or your client, change your mind regarding the Zurich Stocks and Shares ISA, the account will be cancelled within 30 days of the customer receiving a cancellation notice. You can contact us by post at Zurich Portfolio Team, PO Box 1200, Cheltenham, GL50 9UP or by email at Zurichportfolioteam@uk.zurich.com
If your client passes away we will move the assets into the investment account. A spouse can elect to have the assets reregistered into their ISA under Additional Permitted Subscription (APS) rules.
We can accept APS cash payments where the deceased ISA was held with a different provider.