Broker personal lines

Zurich Private Clients - Home

What is the purpose of this product?

This product is designed to provide customers with comprehensive financial protection for the buildings and contents of their home, as well as personal possessions, valuables, fine art and antiques.

What is the target market?

This product is suitable for customers who:

  • Have established wealth with assets that meet our minimum acceptance criteria
  • Have a primary residence within the UK
  • May have additional properties within Spain, Italy, Portugal, Ireland and France
  • Require higher levels of cover to reflect the needs of high net worth customers, including art and jewellery
  • Are aged 18 or over

What is the non-target market?

This product is not suitable for customers:

  • With lower levels of wealth in property and possessions
  • Who have a primary residence outside of the UK
  • Looking to insure properties outside of the UK, France, Ireland, Portugal, Italy, and Spain
  • Over the age of 75 looking to use the travel cover outside of Europe
  • Who don’t ensure that their property is in a good state of repair
  • Who are not 18 or over
  • Who require short term non-renewable cover
  • Who have any unspent criminal convictions or any pending prosecutions
  • Who have ever had insurance refused, cancelled, or offered with terms imposed

How is the product distributed?

This product is distributed by Brokers.

Does the product demonstrate fair value?

The outcome of the Fair Value Assessment confirms that this product is considered to provide fair value to customers for a foreseeable period of time. The Fair Value Assessment is valid until 31/08/2026.

Zurich Private Clients - Motor

What is the purpose of this product?

The product is designed to provide cover for customers for all their vehicles under one fleet policy, including day-to-day vehicles, cherished classics, luxury sports cars, electric or hybrids. It is specifically designed to meet the needs of High Net Worth (HNW) customers whose insurance needs are not catered for by mass market car insurance products.

What is the target market?

This product is suitable for customers who:

  • Have established wealth and have a need for higher policy limits, these are stated within the policy schedule and wording
  • Meet our minimum acceptance criteria
  • Want comprehensive cover, providing financial protection for catastrophic events, with additional protection for non-catastrophic covers
  • May own or privately lease one or more vehicles, and use them for commuting, domestic and pleasure purposes
  • Have a primary residence within the UK
  • Rely on their vehicle, and therefore require breakdown assistance

What is the non-target market?

This product is not suitable for customers who:

  • Do not have established high net worth
  • Mass market customers
  • Customers who do not require comprehensive cover
  • Want to use their vehicle for track use
  • Use their vehicles for hire and reward

How is the product distributed?

This product is distributed by Brokers.

Does the product demonstrate fair value?

The outcome of the Fair Value Assessment confirms that this product is considered to provide fair value to customers for a foreseeable period of time. The Fair Value Assessment is valid until 31/08/2026.

Can't find what you're looking for?

If you are unable to adhere to your fair value assessment obligations, please get in touch.