Zurich has enhanced its mutual funds proposition on its UK investment brand Sterling.
Advisers will now be able to request quotations and submit new business online on behalf of clients investing in Sterling ISA Managers.
In addition, Zurich has also announced an extra 216 funds are now available through the Sterling ISA, PEP Transfer and Investment Account.
As well as submitting new applications online through the Zurich intermediary website, advisers will be able to retrieve and amend quotations online, as well as monitoring the progress of submitted applications.
Zurich is also enhancing its contract enquiry capability by introducing a new facility allowing advisers to update Sterling customers’ details online.
Paul Wright, Zurich UK Life’s investment management director, says: “We believe it is important to make it as easy as possible for advisers and their clients to do business with us.
“By investing in our e-capability, we are providing advisers with more choice than ever before on how they transact business with us.”
As well as enhancing its online offering, Zurich has also introduced a re-registration service aimed at helping customers simplify and manage their investments more effectively.
Customers looking to consolidate their existing unit trust and OEIC fund investments held elsewhere can now re-register them to the Sterling Investment Account (SIA).
Further new features include fund specific withdrawals, indexation of regular withdrawals and automatic indexation of regular payments into the Sterling Investment Account.
“We recognise that it is important to offer advisers and their clients’ attractive products which offer value for money combined with great service,” Wright adds.
“By enhancing our proposition with new features and servicing initiatives as well as access to wider market funds we believe that Sterling’s mutual funds offering will prove popular with advisers and their clients alike.”
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