Group Life Insurance documents for advisers
Product documents
Registered Group Life Insurance
- Flexible Group Life Insurance supplementary technical guide (484.5 KB/PDF)
- Group Life Insurance on risk form (2.0 MB/PDF)
- Registered Group Life Insurance proposal form (1.5 MB/PDF)
- Registered Group Life Insurance technical guide (264.3 KB/PDF)
- Registered Group Life Insurance terms and conditions (245.0 KB/PDF)
- Target market statement for Registered Group Life (98.6 KB/PDF)
Excepted Group Life and Individual Relevant Life
- Excepted Group Life policy proposal form (1.5 MB/PDF)
- Excepted Group Life policy technical guide (273.4 KB/PDF)
- Excepted Group Life policy terms and conditions (285.8 KB/PDF)
- Flexible Group Life Insurance supplementary technical guide (484.5 KB/PDF)
- Group Life Insurance on risk form (2.0 MB/PDF)
- Individual Relevant Life proposal form (1.4 MB/PDF)
- Individual Relevant Life technical guide (327.2 KB/PDF)
- Individual Relevant Life terms and conditions (205.5 KB/PDF)
- Target market statement for Excepted Group Life (98.3 KB/PDF)
- Target market statement for Individual Relevant Life (92.8 KB/PDF)
Zurich Registered Group Life Master Trust
- Group Life Master Trust proposal form (1.4 MB/PDF)
- Zurich Group Life Master Trust definitive trust deed and rules (2.2 MB/PDF)
- Zurich Registered Group Life Master Trust nomination form (82.9 KB/PDF)
- Zurich Registered Group Life Master Trust notice of additional participating employers (516.6 KB/PDF)
- Zurich Registered Group Life Master Trust notice of participation (593.8 KB/PDF)
- Zurich Registered Group Life Master Trust overview (245.7 KB/PDF)
- Zurich Registered Group Life Master Trust technical guide (214.6 KB/PDF)
- Zurich Registered Group Life Master Trust terms and conditions (204.6 KB/PDF)
- Target market statement for Registered Group Life Master Trust (95.2 KB/PDF)
Excepted Group Life Trust Solution
- Excepted Group Life Trust Solution policy overview (262.8 KB/PDF)
- Excepted Group Life Trust Solution policy proposal form (558.6 KB/PDF)
- Excepted Group Life Trust Solution policy technical guide (446.0 KB/PDF)
- Excepted Group Life Trust Solution policy terms and conditions (294.2 KB/PDF)
- Target market statement for Excepted Group Life Trust Solution (97.6 KB/PDF)
Voluntary Group Life spouse or partner
Template trusts
- "A" day deed of variation (164.0 KB/DOC)
- Declaration of Trust - witnessed or partnership (173.9 KB/PDF)
- Deed of adherence - corporate trustees (64.0 KB/DOC)
- Deed of adherence - individual trustees (71.0 KB/DOC)
- Deed of change of name (57.0 KB/DOC)
- Deed of change of principal employer for sole corporate trustees (93.6 KB/DOCX)
- Registered declaration of Trust (142.5 KB/DOC)
- Registered declaration of Trust for individual trustees (153.5 KB/DOC)
- Unregistered declaration of Trust (135.5 KB/DOC)
- Unregistered spouses declaration of Trusts (118.5 KB/DOC)
Other Group Life Insurance 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 Life Insurance proposition summary (1.3 MB/PDF)
- Group Life Insurance proposition summary for those with access to services from Further (5.5 MB/PDF)
- Product approval process (189.9 KB/PDF)
- Product fair value assessments (69.3 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 Life Insurance document libraries: