Ordering new PDSs and transition arrangements
Supporting our enhanced product suite, new Product Disclosure Statements (effective 15 May 2017) are now available for:
- Zurich Wealth Protection
- Zurich Active; and
- Zurich Sumo.
The Wealth Protection and Active PDS will be accompanied by an Insurance-only Superannuation PDS.
A new, single Zurich Insurance Application form has been developed for Wealth Protection, Active and Sumo. The form includes the Life Insured’s Statement and a host of underwriting questionnaires, providing all the necessary paperwork you need. You’ll get supplies of the new form automatically when you order PDSs.
As we transition to the new PDSs and Application form, we are able to accept old application forms (relating to previous PDSs) which were signed prior to 15 May, up to and including 14 June.
You can order the new PDSs through the Zurich Adviser Portal.