Individual Investment Policies
Together we can create a brighter future.
This page provides helpful information for existing customers with individual investment policies issued from our Isle of Man office. For Policies issued in HK or UAE, please refer to the dedicated Zurich websites for those regions. Still unsure if you’re in the right place? Simply use our Contact Us form and we’ll be happy to help.
As part of our commitment to our customers, Zurich International Online now gives you a fast and convenient way to access your policy information 24/7. Whether you want to check your current fund value or review your investment strategy, it’s easy to find the answers you’re looking for.
There are many events in the future which we may need to start saving for. It is important to review, and often revise, the amount that you save, and the strategy that you take, also ensuring that you are comfortable with the level of risk that you are taking with your money. We strongly recommend that you consult your financial professional before making a decision.
Use the links below for more information on Investment Strategies:
Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. Centres are available 24/7 for our internal fund range on Vista and our external fund range on the International Wealth Account.
For existing Policies, you can change some or all of where your current funds are invested, and redirect where future payments are invested, giving you flexibility to adjust your investment strategy. We strongly recommend consulting your financial professional before making a decision.
The fastest way to update your personal details is through ZIO, the Zurich International Online self-service platform.
If you prefer, you can also request changes using the form below. Simply complete and submit the form to start the process of updating your Policy details:
Use the form below to start the process of requesting changes to your payment method on your Policy:
As part of any changes to your investment strategy, you may choose to increase the amount or frequency of payments into your Policy. We strongly recommend that you consult your financial professional before making a decision.
To start the process of making changes to any premium payment, use the links below:
There are a number of reasons why you would need to reinstate a policy, such as change in circumstances, missed payments, end of authorised grace periods, or a brief lapse in Policy coverage. Reinstating a Policy ensures the benefits of your specific Policy Product are restored. We strongly recommend that you consult your financial professional before making a decision.
To start the process of restarting your Policy, use the links below:
AEOI is a standard through which tax authorities in different countries can routinely exchange information about financial accounts held by taxpayers. These standards include Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS).
Depending on the type of request you are making, you may be required to provide such information.
For information and start the process, use the links below:
If you are looking to request a regular Withdrawal, partial or full Surrender of your Policy, it is important you have considered your options and have all the information you need to make this decision. If you are unsure about your options, we strongly recommend you speak to your financial professional first.
To get started with your request, use the links below:
Once your Policy has reached its full term, or if your needs have changed over the course of your existing Policy, it is important that you consider all the options available to you. We strongly recommend that you consult your financial professional before making a decision.
To review the options available and get started with your request, use the links below:
Additional resources that you might find useful: