Individual Login of Zurich Advisor Portal - ZOOM (Updated: 2 Aug 2021)
- Effective from 2 Aug 2021, Zurich HK has launched a new portal – ZOOM for consultants to download forms and generate proposal.
- How to Apply:
- Please download ZOOM mobile app via https://life.zurich.com.hk/tc/distribution-partner-support/?download and register online.
- You are required to enter the broker code and your IA license as user ID.
- The full name must be the same as the name of your IA Licence.
- The email address must be your email address of OnePlatform.
- For Apple iOS device, you may receive an "Untrusted Enterprise Developer" message after download the app, please go to Settings > General > Device Management (this may also be called "Profile") to trust the developer first.
- For details, please refer to the User Guide.
- For TR record update, Client Consent Letter [C5] must be submitted together with internal transfer servicing right forms as required by Zurich (HK). Also, Consultant must register ZOOM before submitting the client consent letter to Zurich (HK). (Updated: 24 Jul 2024)
- Zurich has ceased to accept request of ZAP account creation.
Customer Care Hotline of ZILHK: (852) 3405 7150