The Plan enquiry service is designed to give you access to information about your client's Sterling investment plans online.
To access the Zurich Intermediary Group Plan enquiry service, you first need to register through the Zurich Intermediary Group website – www.zurichintermediary.co.uk
A step by step guide on how to register can be viewed here (link to pdf – this needs to be re designed).
Once you've registered, you can save time by using the links below. These will take you directly to the service. Please select the appropriate link, i.e. whether you are using a log-on/password or Unipass certificate.
» Unipass link
» Log-on / manual password link
Please note that any deals mentioned on the Zurich Intermediary Group website may not be applicable to you as an Openwork adviser. Please check this website or with your Regional Key Account consultant for the latest deals available to Openwork before sharing this information with your clients.
Important notes:
When asked for a logon/password, you must ensure you do not use the same logon/password as you currently use for accessing this microsite.
When registering your details, the key information required is your firms FSA Number, postcode and your Sterling agency code (i.e. beginning with BN).
