Compare The Platform: Zurich Intermediary Platform

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Zurich Intermediary Platform

Zurich Intermediary Platform is the platform provided by the Swiss insurance company, Zurich.

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Available products & Wrappers

General InvestmentsISAsJISAsPensions & SIPPSJunior Pensions & SIPPSOnshore bondsOffshore bondsOther

Available investments

UK fundsOffshore fundsETFsITsEquitiesBondsOther
UK
Research, Tools and Information
Tools and data
Lifestyle planning tools and calculators, IHT advisor tool, PGT calculator, mobile app, portfolio management/analysis tool, medical evidence tool, reports and a risk tool.

Table of charges

PLATFORM CHARGESPRODUCT CHARGESOTHER CHARGES
Funds/Exchange-traded instruments (0-£99,999)0.35%
Funds/Exchange-traded instruments (£100,000-£249,999)0.30%
Funds/Exchange-traded instruments (£250,000-£499,999)0.25%
Funds/Exchange-traded instruments (£500,000+)0.10%
SIPP/JSIPP admin fee£75 / year
Exchange-traded instruments£10.50 / trade (0.05% if over £25,000)

Compare the Platform Says

Products & WrappersInvestmentsResearch & GuidanceChargesOVERALL SERVICE
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