Zurich Assurance Ltd

• Principal Place of Business

  Unity Place

  1 Carfax Close

  Swindon

  Wiltshire

  SN1 1AP

  UNITED KINGDOM

  Phone

  +441793514514

  Web

  https://www.zurich.co.uk

• Complaints Contact

  Unity Place

  1 Carfax Close

  Swindon

  Wiltshire

  SN1 1AP

  UNITED KINGDOM

  Phone

  +441793514514

• Bank Deposits

  For All, Deposit

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  • · Limited to accepting deposits in the course of carrying on insurance business for which the firm holds a permission.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Arranges Asset Safekeeping

  For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Manages Insurance Policies

  For All, Capital redemption, Life and annuity, Linked long-term, Marriage and birth, Pension fund management, Permanent health, Sickness

• Stockbroking

  For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Trades With You Directly

  For Professional, Retail (Investment), Life Policy, Rights to or interests in investments (Contractually Based Investments)

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  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

• Issues Insurance

  For All, Capital redemption, Life and annuity, Linked long-term, Marriage and birth, Pension fund management, Permanent health, Sickness

• Consumer Loans

• Runs Stakeholder Pensions

  For Professional, Retail (Investment), Life Policy, Stakeholder pension scheme, Unit

• Runs Personal Pensions

  For Professional, Retail (Investment)

• Loan Servicing

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Holds Your Assets

  For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mark Crenan

  IRN MXC00214

  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • [FCA CF] Functions requiring qualifications (since 3 Nov 2025)
• Mark Patrick Hartigan

  IRN MPH01144

  • CF1 Director (9 Apr 2015 to 17 Dec 2015)
• Mark Randall

  IRN MSR01115

  • [FCA CF] Manager of certification employee (since 3 Nov 2025)
  • [FCA CF] Significant management (since 3 Nov 2025)
• Mark Robert Jones

  IRN MRJ01062

  • CF21 Investment Adviser (10 Aug 2004 to 15 Jun 2005)
  • CF22 Investment Adviser (Trainee) (1 Mar 2004 to 10 Aug 2004)
• Marnee Hicks

  IRN MXB84364

  • [FCA CF] Material risk taker (11 Jun 2020 to 6 May 2022)
  • [FCA CF] Significant management (11 Jun 2020 to 3 Mar 2026)
• Martin Clive Taphouse

  IRN MXT33476

  • [PRA CF] Significant risk taker or Material risk taker (7 Jul 2023 to 10 Mar 2025)
  • [FCA CF] Material risk taker (7 Jan 2022 to 6 May 2022)
  • [FCA CF] Significant management (7 Jan 2022 to 10 Mar 2025)
• Martin David Moule

  IRN MDM01048

  • CF1 Director (4 Sep 2003 to 25 Apr 2005)
  • CF13 Finance (4 Sep 2003 to 25 Apr 2005)
• Martin Lindsay Bride

  IRN MXB02157

  • CF1 Director (29 Jun 2005 to 25 Apr 2009)
• Martin Nigel Godwin

  IRN MNG01012

  • SMF20a With-Profits Actuary (10 Dec 2018 to 1 Jul 2025)
  • SIMF21 With-Profits Actuary (7 Mar 2016 to 9 Dec 2018)
  • CF12A With-Profits Actuary (10 Sep 2008 to 6 Mar 2016)
• Mehrene Shah

  IRN MXS01431

  • [FCA CF] Significant management (since 18 Jul 2023)
  • [PRA CF] Significant risk taker or Material risk taker (since 18 Jul 2023)

• Eagle Star Direct Services Limited (no longer appointed)

  FRN 201534 · Appointed 3 Dec 1999 · Until 31 Mar 2005

• Bristol & West Property Services Limited (no longer appointed)

  FRN 164899 · Appointed 14 Mar 1989 · Until 15 Aug 2003

No changes recorded yet.