The Sterling Onshore Investment Bond

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.

	Winner - Five stars for six consecutive years in the Financial Adviser Service Awards
	Winner - Moneyfacts Investment Life & Pensions, 'Best Investment Bond Product' 2005, 2006 and 2007
	Winner - Five stars for the FT Adviser Online Service awards 2007
	Winner - FTRC (in conjunction with Money Marketing) 'eee' award for online Sterling Investment Bond, 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 commission 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% commission for online submission of all versions of the Sterling Bond, as well as this contributing to share options you can receive from FundsDirect based on Funds Under Management. You can access the service through two options:

UNIPASS® users	Username/Password Access	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
Register your UNIPASS® certificate	Create an account »
I agree to abide by the terms of use of the Zurich Intermediary Group Existing user login	Existing user login
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.

Quick Links

Declaration Form

Application Form

Charges

Key Features

Adviser Fee Declaration Form

Fund Information

Charges (Flexible Version)

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.

	Contact Details
	Contact Name	Phone Number	Email Address
	eSupport - support for web based questions and issues	01793 406304	zigesupport@uk.zurich.com
	Technical Support - help with any product related technical questions	0500 546 546	technicalsupport@uk.zurich.com