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

  Show 1 limitation Hide limitations

  • · 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.

• Edward Bridge

  IRN EXB47854

  • [PRA CF] Key function holder (since 11 Mar 2020)
  • [FCA CF] Significant management (since 10 Dec 2018)
  • [FCA CF] Material risk taker (since 10 Dec 2018)
• Edward Mark Choularton

  IRN EXC00087

  • SMF20a With-Profits Actuary (since 1 Jul 2025)
• Emma Birkett

  IRN EXB00068

  • 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)
• Emma Hambling

  IRN EXH00270

  • 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)
• Emma Hatherall

  IRN EXH00046

  • [FCA CF] Manager of certification employee (14 Apr 2021 to 24 Aug 2021)
  • [FCA CF] Functions requiring qualifications (15 Mar 2021 to 1 Mar 2022)
• Emma Richardson

  IRN EXR70569

  • [FCA CF] Functions requiring qualifications (3 Jul 2019 to 1 Mar 2022)
• Emma Stephens

  IRN EXH00047

  • 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)
• Erica Susan Arnold

  IRN ESA01011

  • Director of firm who is not a certification employee or a SMF manager (since 22 Jan 2025)
• Gareth David Jenkins

  IRN GDJ01032

  • [FCA CF] Material risk taker (since 20 May 2020)
  • [FCA CF] Significant management (since 10 Dec 2018)
  • [FCA CF] Manager of certification employee (10 Dec 2018 to 1 Mar 2021)
• Gary Paul John Shaughnessy

  IRN GPS01052

  • Director of firm who is not a certification employee or a SMF manager (10 Dec 2018 to 31 Dec 2020)
  • Responsible for Insurance Mediation (4 Jun 2012 to 1 Jan 2016)
  • CF1 Director (4 Jun 2012 to 9 Dec 2018)
  • CF3 Chief Executive (4 Jun 2012 to 1 Jan 2016)
  • CF8 Apportionment and Oversight (4 Jun 2012 to 1 Jan 2016)

• 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.