ZURICH UK Life Business has joined forces with Quay Software to provide advisers with real-time valuations on Zurich products through Quay's Client Care Desktop (CCD) software package.
Users can now instantly upload all relevant fund and valuation details on their clients’ individual plans with Zurich on Sterling Investment Bonds, Zurich pensions – including unit-linked pensions that...
EIS and Seed EIS sectors
'Truly making a difference'
Avoidance, evasion and non-compliance
From 6 April 2019