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


Any questions?

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

0845 607 2013

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

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

Throughout