Group Income Protection documents for advisers
Product documents
- Flexible Group Income Protection supplementary technical guide (199.9 KB/PDF)
- Group Income Protection on risk form (645.1 KB/PDF)
- Group Income Protection proposal form (1.4 MB/PDF)
- Group Income Protection technical guide (386.0 KB/PDF)
- Group Income Protection terms and conditions (262.0 KB/PDF)
- Group risk concession automatic enrolment triennial review (321.8 KB/PDF)
Other Group Income Protection documents
- Additional value services guide for Brokers (147.4 KB/PDF)
- Commission guide (80.3 KB/PDF)
- Confirmation of verification of identity certificate for individuals (116.6 KB/PDF)
- Confirmation of verification of identity certificate for non-individuals (73.9 KB/PDF)
- Cross-border business policy (71.2 KB/PDF)
- Flexible benefits solutions overview (252.6 KB/PDF)
- Group Income Protection proposition summary (1.7 MB/PDF)
- Group Income Protection proposition summary for those with access to services from Further (5.4 MB/PDF)
- Product approval process (189.9 KB/PDF)
- Product fair value assessments (69.3 KB/PDF)
- Target market statement for Group Income Protection (104.6 KB/PDF)
- Target market statement for Flexible Group Income Protection (103.7 KB/PDF)
- Terms of business agreement (314.8 KB/PDF)
- Zurich Access Portal guide (1.5 MB/PDF)
- Zurich data request form (22.4 KB/XLSX)
- Zurich quote request form (61.7 KB/XLSX)
You can find more useful guides, forms and resources for use with your clients in the employer and employee Group Income Protection document libraries: