Zurich Investment Account Terms and Conditions | Support | Personal | Zurich Insurance

Changes to Zurich Investment Account's Terms and Conditions

We’ve made some changes to the Zurich Investment Account Terms and Conditions. In summary these are because of:

  • changes to wording in our Terms and Conditions to make them clearer in certain areas,

  • a reduction in the tiered charging structure of your Zurich Portfolio.

View the new Terms and Conditions (225.56 KB/PDF)

Any questions?

If you have any questions about these changes, please contact your financial adviser or the Zurich Portfolio Team on:

phone 0845 607 2013 

Monday to Friday 8am until 6.30pm, Saturdays from 9.30am to 12.30pm, except on public holidays.

email icon zurichportfolioteam@uk.zurich.com

Summary of changes

Here’s a summary of the changes made however, please read the new Terms and Conditions as all the changes aren’t covered in the summary as it is only a brief guide.

Why we have made the change Clause(s) affected
Details of the reduced Zurich Portfolio tiered charging structure 12.1.1)
Clarification of:
- how we treat cash holdings in your Zurich Portfolio and the purpose for which they are held, including where they are committed to another transaction