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TMD Distributor Reporting

Under the DDO regime, distributors of financial products must take reasonable steps that will, or are reasonably likely to, result in the distribution of a financial product being consistent with the TMD for that product.  This includes obligations to report certain information to issuers, such as for complaints and breaches of product related distribution conditions.  

This reporting is due quarterly and can be submitted to by completing this form and emailing it to zurich.tmd@zurich.com.au

Any significant dealing that is not consistent with a TMD should be reported to Zurich within 10 business days, by completing the “significant Dealings” tab of this form and emailing it to zurich.tmd@zurich.com.au.

If you have any other questions or issues, please contact Zurich Product Development at gi.productdevelopment@zurich.com.au