International Portfolio Bond policies 

Transfer of International Portfolio Bond policies

Following High Court approval on 17 November 2020, Zurich Life Assurance plc (Zurich) will transfer its International Portfolio Bond policies to Monument Life Insurance DAC (Monument). The transfer will take place on 30 November 2020.

The terms and conditions of the policies will not change as a result of the transfer.

The following documents give further details on the transfer:

a. The Circular

i. Circular Cover Letter

ii. Letter from the CEO to Policyholders

iii. Summary of the Scheme

iv. Questions and Answers Document

v. Summary of the Independent Actuary’s Report

vi. Legal Notice

b. The Petition and Scheme

c. Full Independent Actuary’s Report

d. Independent Actuary Supplementary Report (4 November 2020)

If you wish to contact us: Phone: +353 1 209 2364; e-mail: IPBTransfer@zurich.com, or write to: IPB Transfer, Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin, Ireland.

What does Brexit mean for our Zurich International Portfolio Bond customers?

With effect from 30 November 2020, the Zurich Life International Portfolio Bond will transfer to Monument Life Insurance DAC. As your policy will be operated by Monument when the Brexit transition period ends on 31 December 2020, should you require information in relation to Brexit, please contact Monument by telephoning +44 (0)370 850 6130, emailing enquiries@ipb.monumentinsurance.com or visiting the Monument website.

In the meantime, if you have any queries relating to Brexit and your Zurich IPB policy, please email: enquiries@zurichipb.com.

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