The Sterling Onshore Investment Bond
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Sterling is part of the Zurich Financial Services Group and has won a number of awards recognising its quality of service, personal contact, products & support and online service.
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Winner- Five stars for seven consecutive years in the Financial Adviser Service Awards
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Winner - Moneyfacts Investment Life & Pensions Moneyfacts Awards, "Best Investment Bond Provider" 2005, 2006, 2007 and 2008
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Winner - Five stars for FT Adviser Online Service Awards 2007 and 2008
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Winner - FTRC (in association with Money Marketing) 'eee' award for Sterling Investment Bond's online services 2007 and 2008
The Sterling Investment Bond offers flexible charging and remuneration structures to suit your customers’ needs and your business model. Each structure offers a wide fund choice (including protected profits funds), guaranteed death benefit options, withdrawal options and IHT trusts. The factory-gate priced flexible version of the bond offers even greater adviser charging flexibility, enabling you to tailor the bond to suit your clients' needs and your business model.
Online Quote & Apply is available to IFAs who have registered and upgraded to use our extranet services. You will receive an additional 0.25% adviser charge for online submission of all versions of the Sterling Bond. You can access the service through two options:
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UNIPASS® users
Register your
I agree to abide by the terms of use of the Zurich Intermediary Group
Existing user login
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Username/Password Access
Existing user login
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Remember to enter "Ascentric-" and the reference number of your client as follows:
Ascentric-XXXXXXXX
in the
'Your Reference' field
when you complete new
quotations and applications
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You must give this additional disclosure document to your client along with the standard pre-sale illustration pack.
Via the Ascentric platform, you can also access valuations of the Sterling Bonds you service, enabling you to see a bond valuation on the same screen as a client's other investments.
As part of our service you will have two named contacts to manage your queries, a face to face Consultant and an office based Internal Consultant. In addition to your consultant team, you can also contact the teams below for support and advice.
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