Zurich Australia and OnePath Life support 20 charities with COVID-19 response funding

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Zurich Australia (Zurich) in cooperation with Zurich Insurance Group’s charitable foundation, the Z Zurich Foundation (ZZF) in Switzerland, has announced an immediate wave of community impact funding to support Australian and New Zealand charities in the wake of COVID-19. The emergency financial support equates to an additional $1.43 million, which is being allocated to 20 different […]

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COVID-19 risks outlook: A preliminary mapping and its implications

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Yesterday, the World Economic Forum released a new report: COVID-19 Risks Outlook: A preliminary mapping and its implications, to raise awareness and trigger timely debate as governments and businesses design post-lockdown measures. The report is informed by the views of nearly 350 senior risk professionals and identifies the main emerging concerns and fallouts. It provides an […]

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Life insurance premium waiver for bushfire victims

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Zurich Financial Services and OnePath Life will waiver premiums on life insurance policies for customers impacted by bush fires in the affected areas of NSW and Queensland. Both insurers recognise the significant impact the current bushfires are having on the livelihoods of customers in these areas and would like to assist. To help ease some […]

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Zurich awarded group insurance mandate from $8b Industry Super Fun

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Zurich has secured a group insurance mandate from a Queensland based industry superannuation fund. The mandate, Zurich’s first since it acquired OnePath Life in June this year, was awarded by Energy Super, an industry super fund which manages $8b in assets on behalf of 47,000 members. Commenting on the announcement, Gerard Kerr, Head of OnePath […]

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CPD: Estate planning – overcoming client objections

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Financial advisers are ideally positioned to initiate and project manage the process of implementing an estate plan. Unfortunately, there are those clients who don’t believe they need an estate plan or feel that having made a Will is sufficient to protection for their estate. In this article by Zurich, common objections – and possible responses […]

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CPD: Estate planning – where there’s a Will there’s a way

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Often, when people think of estate planning, they focus on the consequences following death. As a result, they often do not appreciate that there are many documents which need to be properly drafted as part of their estate planning. Of those, the Will is a key document, along with Powers of Attorney, and Testamentary Trusts. […]

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CPD: Welcome aboard – the importance of nurturing new client relationships (Part two)

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In the first part of this series on client onboarding, Zurich Australia examined the reasons to develop and maintain a sound client onboarding process and looked at the first three steps to develop or redefine a client onboarding process. In this second part, we explore further practical steps you can take to either formulate a […]

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CPD: Welcome aboard – the importance of nurturing new client relationships (Part one)

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Client onboarding is all about making each new client front and centre in welcoming them to your practice. In this article, the first of a two-part series, Zurich Australia will explore the many good reasons to develop a sound client onboarding process. Part two will explore practical strategies to either formulate or redefine your onboarding […]

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Zurich Investments launches new Global Growth Opportunities SMA  

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Zurich Investments has announced the launch of a new Separately Managed Account (SMA) focused on global growth opportunities. The Zurich Investments Global Growth Opportunities SMA allows investors the opportunity to invest in a high conviction growth strategy of up to 22 global securities, selected and managed by our US-based investment partner American Century Investments (ACI). […]

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Zurich Investments and Celeste Funds Management announce exclusive distribution partnership for Small Companies offering

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Zurich Investments has announced that it has signed an exclusive partnership agreement with Celeste Funds Management to distribute the existing Celeste Australian Small Companies Fund in the Australian market. The partnership combines Zurich Investments’ distribution capacity with Celeste’s investment management expertise and reputation. Celeste Funds Management was selected by Zurich Investments following a search for […]

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