Zurich investment platform

Zurich investment platform is a wealth management service that gives direct access to a variety of tax wrappers by which you can invest in a wide range of assets. It allows your adviser, or investment adviser where applicable, to manage your investments smoothly and effectively online, on your behalf. The Zurich investment platform is provided by Sterling ISA Managers Ltd which is part of Zurich’s UK Life business.

REASONS WHY THE ZURICH PLATFORM STANDS OUT

  1. Zurich is one of the world’s largest, most advanced, consolidated insurance groups with a global network of subsidiaries in most world markets such as Asia

  2. Zurich is well grounded in the Life and Pensions market offering top flight products and services since the year 1917.

  3.  Zurich is a financially strong global organization. Measuring by the rating given by many independent organizations such as financial strength ratings.

  4. Zurich leverages its financial strength to help client’s access money quickly and easily and to ensure that when you decide to move assets from one investment fund to another, this happens at the speed of light.

  5. When making personal pension contributions, you may be entitled to additional tax relief on your contributions.

  6. In this mobile world, keeping your money safe is very important. Using organizations that allow us to control who has access to your information is vital.

  7.  Zurich provides clients with a good control that is online, interactive and available 24 hours a day.

ZURICH PORTFOLIO ACCOUNTS

- ACCOUNT

A Cash Account is provided when your Zurich Portfolio is newly opened, but it is only activated when a payment is received. It permits you to hold cash within your Zurich Portfolio, often before making an investment decision.

INVESTMENT ACCOUNT

The Zurich Investment Account keeps ‘unwrapped’ assets. The account is provided when a Zurich Portfolio is opened, but not activated until either a payment or an asset is gotten. Unwrapped assets are those not yet placed in a tax-efficient investment such as an ISA or a pension plan. There is at present no minimum payment to open the account. Regular and one-off payments, as well as the moving in (’re-registration’) of certain assets from another provider, can be made at any time.

CASH ISA

The Zurich Cash ISA gives a client the chance to earn interest on savings in a tax-efficient way. There is presently no minimum payment, with the maximum being set by HMRC and sometimes increased in the Budget announcement by the Chancellor of the Exchequer.

STOCKS AND SHARES ISA

The Zurich Stocks and Shares ISA offers the client a flexible and tax-efficient way of investing. It hopes to increase the value of the money invested without having the client pay tax on any income or capital gain. As it is a ‘Stocks and Shares ISA’, the assets that should be purchased are Unit Trusts, Open-Ended Investment Companies (OEICs) and Exchange Traded Assets.

THE BENEFITS OF USING A PLATFORM

There are so many advantages derivable from subscribing to a platform, below is a few.

- It provides an efficient way to buy and sell different types of assets.

- Its grant easy access to income at your convenience.

- Simplified tax return collation.

- Grants  access to a range of tools for managing  money

- Transparent billing structure.

-  Increased efficiency of transactions.

- Gives you secure on-line access to all of your financial documents

- Gives us the ability to analyze your other assets via the platform.

The content of this article reflects the author’s opinion and does not necessarily reflect the official position of LiteForex. The material published on this page is provided for informational purposes only and should not be considered as the provision of investment advice for the purposes of Directive 2004/39/EC.

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