Zurich Adviser Suite for financial professionals

Adviser Suite

For financial professional use only

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Key forms and guides

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Industry knowledge and insights

Key downloads

Access our latest product information and service guides to support you in your business

Servicing and claims

UAE Tax Residency declarationen, pdf, 940.33KB

ZILL Privacy Noticeen, pdf, 59.95KB
Addendum to Privacy Noticeen, pdf, 66.74KB
Personal Information Protection Law Consent formen, pdf, 513.51KB
GDPR privacy notice and consent supplementary formen, pdf, 503.43KB

Underwriting guideen, pdf, 458.49KB
ME medical providers panel listen, pdf, 116.17KB

Appointed suitable certifier formen, pdf, 71.50KB

Claim formsen, pdf, 579.55KB
Death claim form (Investment only)en, pdf, 620.17KB
Death claim form (Sum assured only)en, pdf, 221.80KB
Disability benefit claim formen, pdf, 601.85KB
Dismemberment benefit claim formen, pdf, 178.82KB
Family income, spouse income, fixed term, income benefit claim formen, pdf, 532.16KB
Hospitalisation benefit claim formen, pdf, 578.48KB

Appointment of individual fund investment adviser formen, PDF, 543.45KB
Group switch and redirection help guideen, pdf, 520.16KB
Switch and redirection help guideen, pdf, 421.88KB
Fund investment adviser company setup formen, pdf, 567.65KB
UAE investment adviser company setup formen, pdf, 559.98KB

Maturity and reinvestment formen, pdf, 990.13KB

Politically exposed person declaration formen, pdf, 640.41KB
Amendment to application formen, pdf, 43.11KB
Lives/Additional lives insured application formen, pdf, 516.78KB
Automatic exchange of information form (Self-certification for individuals)en, pdf, 497.37KB
Certifying signature formen, pdf, 551.30KB
Companies and trusts application formen, pdf, 75.17KB
Confirmation of residential address formen, pdf, 539.75KB
Customer acceptance form – Qataren, pdf, 31.53KB
Medical request formen, pdf, 95.02KB
Policy owner declaration (solicitation/tax) formen, pdf, 22.64KB
Policy owner declaration for ME residentsen, pdf, 23.01KB
Request for conditional assignment formen, pdf, 56.24KB
Source of investment funds questionnaireen, pdf, 84.07KB
AEI for self certification of entities formen, pdf, 509.69KB
Surrender charges declaration formen, pdf, 72.27KB
Premium increase and ASP disclosureen, pdf, 56.52KB

Deed of assignment formen, PDF, 100.30KB
Restart my policy payments formen, pdf, 991.13KB

Premium holiday request form (For Futura, Lifelong, Supra, Vista, InvestPlus, Harvester)en, pdf, 62.49KB
Increase my premium formen, pdf, 1027.30KB
Restart my policy payments formen, pdf, 991.13KB

Withdrawal request formen, pdf, 234.52KB
A guide to your payment optionsen, pdf, 155.77KB

Arthritis and gout supplementary questionnaireArthritis, osteoarthritis, rheumatoid arthritis or gout, pdf, 532.42KB
Aviation questionnaireNon-transportation aviation, pdf, 555.00KB
Back disorder supplementary questionnaireSpinal (back or neck) disorders, muscular or joint disorders, pdf, 520.18KB
Business, keyman and loan covers supplementary questionnaireKeyman, partnership and loan cover, pdf, 614.97KB
Declaration of insurability questionnaireTo confirm information disclosed in the health and lifestyle questionnaire has not changed since initial application; including medical, occupation, travel, hobbies, etc., pdf, 514.17KB
Diabetes supplementary questionnaireDiabetes or impaired fasting glucose, pdf, 576.25KB
Digestive system supplementary questionnaireDigestive disorders, Crohn’s Disease, ulcerative colitis, gastric reflux, ulcers or hernia, pdf, 564.15KB
Diving questionnaireDiving for professional or recreational purposes, pdf, 529.70KB
Epilepsy questionnaire (For Medical attendant)Epilepsy, fits, multiple sclerosis or other neurological complaints, to be completed by medical attendants., pdf, 167.04KB
Financial questionnaireFor financial underwriting to assess the life insured’s eligibility for the level of cover requested, pdf, 533.99KB
Genito-urinary disorder supplementary questionnaireUrinary or kidney disorders, stones, pyelonephritis, blood or protein in urine, pdf, 193.96KB
Growths/cysts/tumours/lumps supplementary questionnaireGrowths, lumps, tumours, cysts, abnormal moles or skin lesions, pdf, 525.71KB
Health and lifestyle questionnaireHealth, lifestyle, work, family history, medical history, country of residence, pdf, 605.59KB
Hypertension supplementary questionnaireHigh blood pressure, pdf, 525.07KB
Mental health supplementary questionnaireMental health issues such as depression, anxiety, schizophrenia, eating disorders, or bipolar disorder, pdf, 534.02KB
Motorsport questionnaireAmateur and professional motorsports, pdf, 514.28KB
Mountaineering questionnaireIndoor and outdoor climbing, pdf, 537.59KB
Occupational questionnaireLifting or moving heavy goods; working underground, at heights, or with specialised equipment; handling dangerous materials such as explosives, chemicals, radioactive matter; or subjection to adverse environmental conditions, pdf, 535.58KB
Oil and natural gas supplementary questionnaireWorking underwater, at heights, in the drilling area or with explosives in the oil and gas industry, pdf, 522.45KB
Reinstatement health and lifestyle questionnaireTo be completed when a plan with insurance benefits has lapsed and there is a request for it to be reinstated, pdf, 597.29KB
Sailing supplementary questionnaireAmateur and professional sailing (lakes, rivers, sea, trans-ocean, round the world), pdf, 543.00KB
Subject access request medical details formFor requests by the life insured for medical records to be sent to a medical practitioner, pdf, 526.92KB
Substance use questionnaireTo be filled by the life insured when requested by Zurich, pdf, 571.54KB
Travel supplementary questionnaireIf the life insured has visited or intend to visit Iran, Iraq, Yemen, Afghanistan, Pakistan, Syria, any country of the former Soviet Union or any country in Africa, pdf, 518.86KB

Application to change status of nicotine, tobacco use formYo update your policy when you stop smoking or using nicotine, pdf, 287.74KB
Armed forces questionnaireFor life insured working in armed forces, pdf, 87.78KB
Epilepsy questionnaire (for Life Insured)Epilepsy, fits, multiple sclerosis or other neurological complaints to be completed by the life insured., pdf, 202.43KB
Tobacco use questionnaireTo provide information on the use of tobacco or nicotine by the life insured, pdf, 512.12KB
Medical request formTo provide information on Medical request form, pdf, 95.02KB