Private Morgans Clients
If you would like to have online access to your portfolio, please contact your adviser to arrange this.
The Private Client area can be accessed here.
Zurich International Life International Pension Plans
Please click on the following link to access Zurich International Online to view your current valuation.
Please click here to download the Allocation Switch Form. Please email this form directly to Zurich International Life at the address indicated on the Allocation Switch Form.
The available funds on the platform can be found by clicking here.
If you a member of the Bank of America Merrill Lynch Offshore Scheme you can access the Zurich International Mirror Funds here.
Should you wish to complete a Nomination of Beneficiary Form, please click here to download the form and post the original directly to the scheme trustees to hold on file. Their contact details are below.
Boal & Co Pensions (Jersey) Limited
Marquis House
Isle of Man Business Park
Douglas
Isle of Man
IM2 2QZ
Main Switch: +44 (0)1624 606606
Fax: +44 (0)1624 606607
If you have any queries, please contact Steve Goodwin +44 (0) 207 491 5060 or by email s.goodwin@morgans.co.uk