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Changes to Wealth – the acquisition by Embark

On this page you will find:

  • Copies of the updates that we have emailed to advisers about the acquisition by Embark
  • Common Q&As about the acquisition, including on the Zurich Horizon Multi-Asset Funds, for advisers and clients
  • A copy of the customer communications letter

If you have any questions or for further information please contact your Zurich Account Manager.

Latest updates

19th March 2020 – An update with details of the communication to clients and annual charges information summaries.

28th February 2020 – Confirmation of FCA approval for the sale of Zurich’s Sterling ISA Managers Limited and Zurich Investment Services (UK) Limited to Embark Group.

21st February 2020 – Adviser update with information about the update letter to clients, the new branding plans and a list of FAQs to help answer any questions you might have.

21st January – Communication to advisers updating them on the adviser terms of business, annual platform charge and rebranding.

18th December 2019 – Communication to advisers acknowledging the sale to Embark and the continuing support from Zurich up until the day of transfer completion, confirming business as usual and further regular communications of the progress of the transfer will continue.

20th November 2019 – Announcement of the sale of Zurich’s Retail Wealth business to Embark Group.

FAQs

Communication to all advisers

Communication to customers