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.
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.
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)|
- 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