Save for the future you
Education Savings Plan
A structured savings plan specifically designed for parents who want to save for their child’s higher education. Available to parents who want to commit investing at least USD 400 per month for a minimum of 5 years.
Simple Wealth
A simple single-payment investment plan with a limited range of Zurich funds ideal for first-time investors. Available to investors with existing savings of USD 15,000 or more.
Wealth Accumulation Plan
A comprehensive single-payment investment plan providing access to a range of over 150 funds across sectors, geographies and asset classes from Zurich and some of the world’s leading asset managers. Available to investors with existing savings of USD 30,000 or more.
Regular Savings Plan
A fixed-term regular savings plan providing access to a wide range of funds for customers looking for a structured medium to long-term savings plan. Available to savers who want to commit at least USD 300 per month for at least 5 years.
Global Choice
A regular savings plan with a wide range of fund options and a short initial charging period for customers looking for a plan with more access in the short to medium term. Available to savers who want to commit at least USD 500 per month for at least 5 years.
You might be wondering…
What’s the best way to save?
The most important thing is to define your goal, for instance, buying a house, or saving for retirement or a child’s education. This will help you to stay focused and disciplined, maintaining a long-term view, ultimately reaching those future goals of yours.
What should I invest in?
Choose investments that match your risk appetite. If you’re comfortable with risk, investing in equities may yield high rewards. Investing in bonds is a safer option, but might also give lower returns. It all depends on your preferences and goals.
How long should I save for?
A good rule of thumb is minimum 5 years. But again, how long you should save for is determined by what you’re saving for. That’s why planning is so important – a solid investment plan is the best means to achieving your savings goals. One thing is certain, it’s never too early to start.
Why should I save with Zurich?
Saving with Zurich gives you access to a wide range of funds, allowing you to diversify your assets. You’ll also have a team of experts investing and managing those assets on your behalf, helping you to achieve the best possible returns.
Who can I talk to if I need help?
Our team of dedicated advisers will take the time to answer any questions you might have in order to help you find the solution that’s just right for you.
The best part? They’re not just qualified, but also committed to supporting you in the long term.
