Zurich Investment Panel

At Zurich International Life (Zurich), we believe that the financial planning and guidance that you provide your clients is of critical importance, which is why we ensure you have access to the best solutions.

As part of our commitment to helping you efficiently find the solutions and services that meet the specific needs of your diverse range of clients, we have created the Zurich Investment Panel which helps you design comprehensive investment solutions to match their wide range of financial planning needs.

The Zurich Investment Panel has been created to clearly illustrate the steps you need to take in order to recommend the right solutions to your clients. These range from simple risk-rated managed funds to bespoke solutions that can be designed specifically based on the needs of your client.

Talk to us, because we believe that we understand risk better than most and we also want to work with you to de-risk your business. We are dedicated to helping customers better understand and manage the level of investment risk they assume when following the advice of their financial adviser.

To truly benefit from the information that the Zurich Investment Panel provides, you should read the Zurich Investment Panel Guide, as this is your guide to creating bespoke solutions for your clients

Zurich Investment Panel guide

Your guide to create bespoke solutions for your clients

Zurich Collection Guide (Direct, Managed and Money funds)

For use with Global Choice, International Wealth Account, SavingsPlus, International Wealth Account (flexible contribution plan) and Wealth Accumulation Plan

Zurich Collection Guide (Mirror, Managed and Money funds)

For use with Vista, InvestPlus, Futura and Lifelong