News
News

Zurich fund details now available via Quay

Swindon. 2 August 2007. Zurich’s UK Life Business has linked to Quay Software, a leading provider of software solutions to financial advisers, so that advisers can now access real time valuations on Zurich products through Quay’s Client Care Desktop (CCD) software package.

 

Quay’s CCD users can now instantly upload all relevant fund and valuation details on their clients’ individual plans with Zurich; including fund names, number of units and fund valuations; on the following range of products:

 

  • Sterling Investment Bonds
  • Zurich pensions (including unit linked pensions that were formerly branded Eagle Star and Allied Dunbar)
  • Zurich unit linked bonds that were formerly branded Eagle Star

 

Paul Kenmir, Zurich’s eCapability Director in the UK commented: “The link with Quay is the next step in our e-capability programme and further endorses our commitment to support every way in which advisers want to work with us.”

 

Kenmir continues: “The Quay software provides advisers with a quality service, making their lives easier by enabling them to access Zurich current valuations (including transfer and cash in values) quickly and easily from their desks.”

 

Roland Rawicz-Szczerbo, Director of Quay Software, said: “We are delighted to announce the link of Zurich’s products with our Client Care Desktop. This offering not only reinforces our overall proposition to advisers, but will improve the service our users can offer to their clients in turn.”

 

 

 

 

For further information contact:

 

Nicola Bryson, Senior Media Relations Consultant

01793 503354

 
 

Zurich Insurance plc is authorised by the Irish Financial Regulator and regulated by the Financial Services Authority for the conduct of UK business.