Online Portfolio Management

A seamless way to manage your Zurich policy investments online   

    You already have access to view your policy details and investment performance on Zurich International Online (ZIO). Now you will be able to review and switch your current fund holdings and create a new investment strategy for your future investments. This is also known as ‘Rebalancing’ your investment.

Create your secure ZIO access - Register now

Access fund performance data - click here

Rebalancing is important

 

An investment portfolio is made up of funds that may invest across asset classes like equities, bonds, etc. The amount of your premium invested into each fund is set as per your financial goals and attitude to investment risk. Over the course of a year the funds in your portfolio may earn a different return resulting in a weighting change in your fund holdings. Rebalancing helps you to consolidate gains over a period of time and ensures your portfolio remains in line with your risk profile.

1 Your portfolio has a blend of 60% equities and 40% bonds based on your attitude to investment risk and return.

2 Equities perform well over a year, however your portfolio is out of balance with more fund value in equities. You switch to sell equity funds and buy more bonds.

3 The switch creates a balance and consolidates the gains in your policy and your portfolio returns to its target allocation.

 

How Online Portfolio Management works

 

 

 

 

  1. Review your policy portfolio and performance with your financial professional

 

  1. Agree on changes to the funds in the investment portfolio

 

  1. You create a switch and redirection request on ZIO and submit

 

 

  1. For a joint ownership policy, the joint owner must authorise the switch within 72 hours

 

 

  1. Once submitted and authorised, Zurich processes the changes on your policy

 

  1. You and your financial professional receive a confirmation once the request is completed

 

Benefits of Online Portfolio Management

 

 

 

Fully digital
process

 

No paperwork
SMS & email
notifications

 

One solution

 

Review, Select,
Switch, Redirect

 

Transparency

 

Transaction details,
audit trail

 

 

User-friendly

 

Simple, easy to use
24/7 access

 

Secure

 

On screen validation,
online security

 

Support

 

User guide, how-to
videos, Zurich HelpPoint

 

Watch the 'How to' videos:

 

 
1. Introduction

2. ‘How to’ authorise fund management requests

3. 'How to' Switch funds

 
4. ‘How to' redirect future investment

5. ‘How to' apply a managed strategy

6. 'How to' leave a managed investment strategy

 

Portfolio Management user guide

 

 

User Guide Image

 

Haven't created your ZIO access yet?

 

We want you to keep up to date with your policy as knowledge helps you make better financial decisions. ZIO gives you a secure online access to manage your policy investments online and view:

  • Policy value and performance
  • Protection benefits and beneficiary details
  • Premium payment history
  • Investment strategy and fund holdings
  • Update your address or contact details

Make the most of your meetings with your financial professional to ensure the policy stays on track and you achieve the goals you have in mind.

For more information, speak to your financial professional

It’s easy to register.

Log on to zurich.ae, click on ZIO account, fill in your personal details, create your login information and you’re in.