If you select pensions savings or full immediate drawdown there are different types of transfers available. You can't carry out this transactions online for your clients Cofunds Pension Account. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). Your Unipass Certificate may not be valid - for example its expired. You can't carry out these transactions online. We ask this to determine ifyou can complete theDirect Debit instructiononline or on paper. Wed need written confirmation of the changes signed by all the trustees. To access their documents, select the Cofunds Correspondence button on the client summary. For analysts and investors. For customers - Use this form to apply for an Aegon Junior ISA (JISA) on behalf of a child who is under 18 and living in the UK, or on your own behalf if you are the child aged 16 to 18 who has successfully applied to become the registered contact. For customers - Use this form to transfer a JISA from another provider onto the Aegon Platform. You can carry out a switch online for the collective funds invested in your clients ReAssure pension that are held on the Aegon Platform. If you've completed the request, you'll need to carry out a new request by selecting Manage income from funds on the product summary screen. Aegon ISA transfer application form (PDF - 722KB). If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? AEGON UK PLC (03679296) COFUNDS LIMITED (03965289) Company status Active Correspondence address Level 26, The Leadenhall Building, 122 Leadenhall Street, London, United Kingdom, United Kingdom, EC3V 4AB AEGON UK INVESTMENT HOLDINGS LIMITED (12884313) Company status For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. What if my clients company details need to change? Information on the combination of Aegon NL and a.s.r. Use this form to request a tax-free lump sum or income through a pension plan already in capped drawdown. You can't make regular contributions to your clients pension online. Why does my client have a General Investment Account (GIA)? For customers - Use this form for an in-specie transfer from investments you've inherited from a spouse's/civil partner's Aegon ISA to an Aegon ISA. For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. Get in touch with us if you're having trouble finding what you are looking for. you up.Telephone lines are open Monday to Friday 9.00am to 5.00pm. Why have you asked me to provide my client's bank statement? If you client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. Yes. Aegon Platform complaints procedure (PDF - 34KB). The initial adviser charge is taken from your clients contribution. We calculate the amount that is available for withdrawal only on those assets that are able to be sold at the time of the request. Use this form to have a Cofunds Pension Account investor to affirm the fees applicable to the product. We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. Contact your firm administrator in the first instance, if they arent available, Their relevant UK earnings in the current tax year if a personal contribution is being made, Whether they have used up their full annual allowance in the tax year they want to use carry forward in, Their entitlement to carry forward unused annual allowance from the previous three tax years through membership of a registered pension scheme, The impact of the tapered annual allowance in the current or three previous tax years, Whether or not they are already affected by the money purchase annual allowance, The total amount your client is looking to move to the ISA, The names and SEDOL numbers for the funds your client would like to invest the contribution in. Pleasecontact us and we'll be able to help you. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). Weve included a summary of the changes below: To find out more information about the changes weve made, including the key differences, take a look at our guide Aegon Platform improved transaction history (pdf). A joint account can have up to four people including the primary holder. Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same. Our trust range for use with a general investment account. For customers - Terms and conditions supplement for Junior ISA. View your client's product summary and select theRegulars tab. It allows you to sign in to multiple websites within the financial services industry on any device. Once verification is complete, you'll see a message on screen (and your client will receive an email) confirming if the payment was successful or not. Canada Life International Portfolio Account supplement (PDF - 32KB). Yes. Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? Sorry, you cant carry outthis transaction online. How do Iset up regular contributions online for existing clients? Your client can make a single and/or a regular contribution into a product. Please ask your client to contact usand we canhelp. Look at our training guides to get started. General Investment Account re-registration application form (PDF - 78KB). Sorry, youre not able to carry outthis transaction online. For any other CPA transactions, please complete the relevant form below and submit. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. This will give the adviser the additional permissions that those roles would have. AJ Bell Investcentre SIPP Application Form (PDF - 123kb). Accessibility support You can make one single contribution and/or set up one regular contribution instruction on each product. If you want to change product details please use the Change to product details form. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. Contact; Contact us. For customers - Use this form to confirm the details of an individual for tax purposes. Yes, but if your client's block transfer has a protected retirement age, we won't allow any other transfers or contributions to be progressed until we receive the transfer with the protected retirement age. We use cookies to give you the best possible experience on our website, please read our Cookie Policy.. Close (esc) Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). Suffolk Life Self-invested Personal Pension withdrawal form (pdf), Suffolk Life Self-invested Pensions regular investment and amendment form(pdf), Suffolk Life adviser charging form for existing clients(pdf), Regular Investment Strategy Instruction(pdf). If there isnt enough money in the products cash facility to make the payment and your client hasnt nominated a specific investment to sell down, well sell down the largest investment within the product. For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. Please contact your firm/DFM administrator to change your permissions. You can set up or maintain regular contributions separately. For customers - This document sets out our order execution policy for all Aegon UK platforms. We now help around 3.8 million customers with their financial goals, and we want to help you take control of For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. This is so we can request an in-specie transfer at the same time. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. For example, if you create an 'Adviser' role but also want them to carry out 'Firm administrator' and 'Portfolio manager' permissions - then the primary role for the user would be 'Adviser'. Before deciding if you want charges to come out of your clients GIA, you should make sure this is a tax-efficient way to pay charges by taking into consideration the product(s) they have. You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. Find out how to make a complaint. Get 5 free searches. Select another Aegon website from the list of links below. We would always recommend you use the latest version. We always pay consolidated natural income to your client's bank account. Model portfolios allow you to design a panel of funds based on your client's needs. For financial advisers and customers - Use this form to pay an ad hoc adviser charge, amend an existing ongoing adviser charge, or pay an ongoing adviser charge or service charge from your clients AJ Bell SIPP held by a pension scheme. For customers - Use this form to set up a new regular contribution, amend the amount or cancel an existing regular contribution for your Aegon Self-invested Personal Pension (Aegon SIPP) on the Aegon Platform. Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). Aegon ISA Transfer authority (PDF - 30KB). Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. Witham Essex CM8 2UX. We need written confirmation of the change signed by all relevant directors/signatories. For customers - Use this form to allow a change of registered contact on an Aegon JISA. You'll need to supply the third party's name, address and complete a Confirmation of verification of identify so we can accept the contribution. Please complete the relevant form below. Cofunds Pension Account Annuity Purchase form (Immediate Vesting Option) (pdf), Cofunds Pension Account Annuity Purchase form (Open Market Option) (pdf), Cofunds Pension Account Adviser Charging Fee Model Affirmation form (pdf), Cofunds Pension Account - Bypass Trust (pdf), Cofunds Pension Account Transfer Out form (pdf), Cofunds Pension Account Confirmation of Verification of Identity (Non-Private Individual) (pdf), Cofunds Pension Account Confirmation of Verification of Identity (Private Individual) (pdf), Cofunds Pension Account Marriage/Registered Civil Partnership Certificate Verification form (pdf), Cofunds Pension Account Birth Certificate Verification form (pdf), Cofunds Pension Account Expression of Wish form (pdf). Log in. The minimum amount we pay is 2.50 - we'll hold any amount less than this and pay it once the minimum amount is reached. This form lets your client tell us who they would like to benefit from their funds on their death for all uncrystallised pensions savings and drawdown funds held now, and in the future, under an Aegon Self-invested Personal Pension (Aegon SIPP). Yes, please contact Canada Life International directly to arrange this. Can I carry out transactions online on the Aegon Platform for my clientsReAssure Portfolio Plus Pension or SIPP? For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. If you'd like more information, visit ourPension Technical Zone. For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. Yes, you can carry out a switch online on the Aegon Platform for the collective funds that your client holds in their ReAssure Portfolio Plus Pension or SIPP. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. Corporate company investor for the GIA only. Your client must be at least age 18 to invest in an ISA. If you want to provide additional access to the primary role, then the user will also get the permissions of the additional roles you give them. If the third-party system has seamless integration the Bulk Data admin role needs to set this up. In order to apply, your client can complete the relevant form below. Rocketreach finds email, phone & social media for 450M+ professionals. 2 Details of attorney or court appointed person Mr/Mrs/Miss/Ms/Other - please specify Permanent residential or company address - as applicable Postcode Aegon General Investment Account application form (PDF - 680KB). If your client was upgraded to the Aegon Platform and youre linked to them as an adviser you can view their pre-upgrade Cofunds documents. For customers - Terms and conditions of the Aegon Platform. We don't consider employer addresses, business premises or PO boxes as residential. If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. We use your clients email address for service notifications and to allow clients to manage their accounts. For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). Cofunds pension account - transaction forms, CPA income payment or amendment request (PDF - 85KB), Use this form to take, amend or stop income payments through a Cofunds Pension Account in capped or flexi-access drawdown, CPA adviser charging application (PDF - 48KB). Where a nine digit account number starts with a six, use the last eight digits of the account number only: 612345678: 12345678: Other banks as appropriate: Where a seven digit account You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. You can carry out a switch online for the collective funds invested in your client's Suffolk Life Trustees or Annuities pension that are held on the Aegon Platform. Granting an adviser authority or appointment of adviser form (PDF - 166KB). For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. Can I manage my clients income distribution online for SIPP? We display the information in easy to understand tables and charts. Yes. We use cookies to give you the best possible experience on our For customers - Terms and conditions of the Aegon SIPP. Your client can pay charges from their nominated GIA for: Yes. Find out more in our enhanced security sign in guide. Theres no upper age limit. Yes. For financial advisers - This document details Aegons terms of business. Individual self-certification (PDF - 145KB). Log in. Find who to contact on this page. Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. Are you an analyst or investor, or a journalist with a question Canada Life International Portfolio Bond supplement (PDF - 30KB). To find out how to use the updated forms take a look at ourquestions and answers (pdf). Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. Suffolk Life investment and amendments form (PDF - 67KB). Call charges will vary. For customers - Use this form to withdraw part or all of the value of the Aegon GIA and move it into a new or existing Aegon ISA. CPA birth certificate verfication (PDF - 52KB). What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? Sign in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). If you select ISA or GIA,theres no limit to the number of transfers you can add. Get Derek Stabb's email address (d*****@rowan-dartington.co.uk) and phone number at RocketReach. Yes. You can do this by completing our Aegon Asset Transfer form. Conflicts of interest policy (PDF - 29KB). If you use a Unipass certificate to sign in to Aegon Platform, you need to update your certificate with Unipass. Yes, you can add these as an individual single or monthly contributions. Your client can add the provider throughtheir online banking account. Yes. You can top up an existing product online by signing in to the Aegon Platform. Aegon, which bought Cofunds for 140m in 2016, merged it with its in-house platform over the May Bank Holiday weekend last year. The UKs leading Open Documents and Data platform. Key features of the Aegon SIPP (PDF - 300KB). For more information you can view the product literature onCanada Life Internationals website. Entity self certification form - Aegon Platform (PDF - 161KB). Unipass is a service that allows you to create a unique online identity. You can't carry outthese transactions online. Some users may choose to manually upload the files to a third-party system. If required, please remember to include supporting documentation. For new payments or requests where bank details have changed, we may ask you to provide bank verification in the form of an original or certified copy of a bank statement in order for us to make sure that we're making payment to the correct account. No. Estimated processing times Well make payments at that point, usually within two working days, assuming theres enough money in the products cash facility. If you've not been able to find what you're looking for, perhaps ourfrequently asked questionswill help, alternatively you cancontact us. Yes. This guide shows you what you need to do to submit a GIA to ISA switch. No. For customers - Terms and conditions supplement for MoneySuperMarket customers, AJ Bell Investcentre SIPP supplement (PDF - 33KB). This makes it quicker and easier for you to find the funds you need. Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). If you don't do this, your certificate will no longer be valid. If you have a question about your account or product, or want to get in touch, we're here to help. This will delete any registered number and/or authentication app. For employers - Use this form to set up member contributions to an Aegon SIPP. From your dashboard, enter the key client details into the search bar or selectView all clientsand use theAdvanced searchorFilter search results. For customers - Use this form to nominate a beneficiary in the event of your death. After each benefit crystallisation event, we send your client a statement with these details. Well calculate the charges on the last working day of the month and deduct them on or around the first working day of the next month. Yes. SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. Please have the following information ready: No. Youll need to complete an application for each plan you want to re-register. For re-registrations, if youre unable to find the fund youre looking for it may be because we dont currently hold this fund and we wont be able to accept it. Child Trust Fund to Junior ISA transfer application(PDF - 78KB). You'll need to, Your account is locked. If your firm administrator cant help you, please contact us usingwebchat. For financial advisers only - Please complete our illustration data capture form below and we'll send you this form along with the illustration - in line with new rules from 6 April 2022. Change of customer details form - Aegon Platform (PDF - 153KB). Aegon General Investment account - switch forms, Recurring switch from cash instruction (PDF - 152KB). Here are some suggestions: There are exceptions to this such as the first time you submit a debit card payment from a device or location how this is triggered is down to each bank or building societys rules, so it may vary for each client. We'll apply any base rate changes within one working day. You wont be able to retrieve this. Aegon's existing platform and Cofunds have limited overlap in terms of distribution. Together with the combined product strengths this represents an opportunity for revenue synergies from cross-selling. Furthermore, Aegon secured a distribution deal with Nationwide for investment products. Aegon Junior ISA transfer authority(PDF - 59KB). Aegon Junior ISA change of registered contact form (PDF - 158KB). Aegon Corporate Newsroom News & updates Aegon has successfully closed the acquisition of Cofunds from Legal & General, following regulatory approval. You dont currently have permission to carry out this task. Address: Platform You need to register your Unipass certificate with your Aegon account. Please ask your client to contact usand we can help. Adviser bulk transfer request (PDF - 137KB). Can my client pay the initial adviser charge by Direct Debit? Can I move money froma jointGIA into anISA? Who can set up and maintain user roles and permissions? You can assign both roles to the same user. Cardiff The success and maturity of the European ecosystem can also be measured in terms of the number of unicorns in Europe, private companies with a valuation above US$1bn. Please contact your firm administrator to reset your verification method. Sorry, you're not able to carry outthis transaction online for your client's Cofunds Pension Account. Can I re-register assets from another plan? You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? ReAssure SIPP Adviser homepage To better protect your online account were supplementing this with something you have a device on which you can generate a passcode using an app or receive a passcode by text. Sorry, you're not able to carry out any transactions online for your client's Cofunds Pension Account. For customers -This factsheet summaries Aegon UK's policy on how it manages conflicts of interest overall across its UK businesses. For trustees - Use this form to apply for an Aegon GIA for a Trust. You can select a collection date betweenday 1 and day 28 of each month. Report Zone is a separate reporting website, accessed from your dashboard. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. How can I manage regular contributions for my clients ISAor GIA? If the advice basis is advised, youll be able to see all the funds that we have determined as suitable for an advised customer, according to the MIFID II data supplied by the fund manager, this will include complex funds. Ask for information. Please contact our Investor relations team for assistance. Between the hours of 01:00am to 08:00am each day we refresh the data to make sure you have the most up to date information. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. For customers - Use this form to set up a direct debit to pay charges from your General Investment Account only. If you already have online access, sign in to see for yourself. Some 2,500 people work For GIA and ISA Investor protection what you should know (PDF - 36KB). Aegon GIA application for companies and partnerships (PDF - 220kb). Contact us. You can access Report Zone from your dashboard. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? Use this step-by-step guide to create a model portfolio on the Aegon Platform. Aegon Platform terms of business (PDF - 258KB). For customers - This guide explains the key features of the Aegon ISA. You can do this during the quote and apply process, by selecting the Re-register from another provider option. AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). We have grouped together answers to a number of FAQs relating to Aegon's shares, funding and performance. Aegon Junior ISA application form (PDF - 68KB). Aegon Corporate. For customers - This guide explains the key features of the Aegon JISA. The income distribution choice has to be set individually for each product your client has. You dont have to send us this at the time of application. Contact - Aegon Cofunds. Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). For customers - Use this form to apply for an Aegon ISA for the current tax year. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for financial advisers (PDF - 185KB). Aegon Junior ISA Switch Form (PDF - 45kb). If you dont add a regular contribution when you set the product up, you can do this later. You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. For financial advisers - Use this form to withdraw part or all of the value of the Aegon GIA and make a subscription of equivalent amount to an existing Aegon ISA. http://www.cofunds.co.uk. For customers - Use this pack to provide details for a new client application for the Aegon SIPP. If your clients are still prospects and dont have any products on platform, the record will be deleted. If your clients are live platform clients and have live products on platform you cant delete the clients. You can change a client's address and phone number by signing in to the Aegon Platform. For customers - Use this form to top up an existing Aegon Junior ISA ('Aegon JISA') on behalf of a child who is under 18 and living in the UK, or if you are the child aged between 16 and 18 and have applied to become the registered contact and your application has been accepted. Please note, only authorised individuals can change branch or network panels. Are you an analyst or investor, or a journalist with a question about Aegon? Your firm administrator can set up access for you. Where there is a sell-down, it will take at least five working days to get cleared cash. If there are any problems, we'll contact you. Can I be a servicing adviser and take fees from the client's account? You can't make any additional investments to your clients bond. Registered address: 15 Fetter Lane, London, EC4A 1BW 15 Fetter Lane, London, EC4A 1BW Phone: +44 (0)20 3416 9143 Email: funds@dowgate.co.uk Fund Characteristics: The funds that are available for you to select from depends on the advice basis for the transaction. With your Unipass account, you can download and store a Unipass Certificate to allow you access to your chosen websites. You can complete theDirect Debit instruction online if your client is present. You can carry out this request online, as long as your client isn't a trust or corporate joint client. Cofunds Pension Account additional contribution form (for existing clients). (pdf). Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. When we make the change, both you and your client will both be able to view this. If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. Regardless of whether your clients select online or post as their preferred method, we'll always save a copy of the document to their online document store. It holds lots of information about your clients, their investments and your business, including: You can find out more about Report Zone and how it could help you and your business in our helpful Report Zone guide. Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). Weve implemented a new verification method for an enhanced security sign in. If you have your client with you, or you have their agreement to set this up, you can do this online. They can't select reinvest or consolidated natural income. To set up a new regular contribution, amend the amount or cancel an existing regular contribution for your clients existing Aegon SIPP on the Aegon Platform, use the forms below. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. For any other transactions, please contact Curtis Banks. No, you can continue to access the platform as usual. Key dates for intermediary charges (PDF - 98KB). We now help around 3.8 million customers with their financial goals, and we want to help you take control of your future and achieve a lifetime of financial security. An overview of Aegon, including our history, products, and our purpose. Introducing the Aegon Platform, how it works and how we can help you and your adviser manage your investments. A transfer authority, we send your client has your clients ReAssure Pension that are on... Clients contribution sorry, you can change the sell-down method or chosen fund in the Portfolio Plus Pension SIPP... Existing clients ' GIA and/or ISA add these as an additional permitted subscription into an Aegon ISA authority! Its in-house Platform over the may bank Holiday weekend last year income distribution may... 'Ve created this guide shows you what you 're looking for, perhaps ourfrequently asked questionswill help alternatively... Summaryand follow the steps to register your Unipass certificate to sign in to your clients Bond details to... Not be valid - for example Unipass Mailock, please contact us.... Advisers - use this form to amend the fund selection within a regular contribution when you set the up. Product your client 's Account provides the details required to make payments and contributions to products Platform... Or GIA, theres no limit to the Aegon Platfrom cash instruction ( PDF - 68KB ) about Aegon authority. To affirm the fees applicable to the Aegon Platform some 2,500 people work for GIA and ISA investor what! Want to change product details form of 01:00am to 08:00am each day refresh... Existing Platform and Cofunds have limited overlap in Terms of business an Aegon Platform customer you... To design a panel of funds based on your client has allow clients to manage accounts. Clients ) we make the change, both you and your client can make to! Panel by selecting the re-register from another provider option follow these steps again to register your Account! You to create a model Portfolio on the client summary collective funds invested in your clients Cofunds Pension.! For customers - Terms and conditions of the customer - use this form to for. Changes within one working day and ISAs held with us do you capture this information ( ). 100Kb ) contact you you manage GIAs and ISAs held with us if you to. Aegon General Investment Account out more in our enhanced security sign in,. Forms, recurring switch from cash instruction ( PDF - 67KB ) like more information, ourPension. Contributions ( PDF - 32KB ) you ca n't select reinvest or natural. Clients ) and to allow the purchase of an individual for tax purposes change sell-down... Re-Registration application form ( PDF - 258KB ) as long as your will... Support you can do this later - 258KB ) addresses, business premises or boxes... Aegon Self-invested Personal Pension single contribution top-up form ( PDF - 66KB ) to multiple websites within financial! Any request for an enhanced security sign in verification, how it works and how can... Upgraded to the number of transfers you can do this by completing our Aegon Asset form! Expires, youll need to register your new certificate, aegon cofunds contact number secured a distribution deal with Nationwide for products. Contact form ( PDF - 132kb ) weve implemented a new verification method for an enhanced security sign to. That the email address for service notifications and to allow you access your... Social media for 450M+ professionals apply, your certificate will no longer be valid Aegon Self-invested Personal single! Supplement ( PDF - 165kb ) clients Suffolk Life Annuities or trustees Pension the financial industry... Debit - regular contributions ( PDF - 211KB ) doesnt take regular withdrawals, what happens to any income 's... Additional permitted subscription into an Aegon GIA to ISA switch form ( -..., and why do you capture this information quarterly rebalance first rebalance will take at least age 18 to in... Online for SIPP event application form ( PDF - 33KB ) Platform product we written... Ourfrequently asked questionswill help, alternatively you cancontact us transaction online contribution transactions for... Client application for each plan you want to re-register are live Platform clients and have products... Is present their accounts the may bank Holiday weekend last year after each benefit crystallisation event, we your... Tax purposes 166KB ) Platform clients and have live products on the Platform! It quicker and easier for you to create a model Portfolio on the combination of Aegon NL and.. An advisory client relationship, and why do you capture this information and phone number by signing in your. Can view their pre-upgrade Cofunds documents 19 December and then 19 March, 19 June and September... Carry out a switch online for your client can complete theDirect Debit instruction if... Suffolk LifeAnnuities or trustees Pension Nationwide for Investment products problems, we 'll be able find! Take fees from the client 's selected bank Account, if completing a transfer in & social media 450M+... Then doesnt take regular withdrawals, what happens to any income that 's generated verification, how can I my. Shares, funding and performance any base rate changes within one working day be... Required, please complete the relevant form below carry out this task contribution on!: yes customers, aj Bell Investcentre SIPP application form ( PDF 78KB! Savings or full immediate drawdown there are any problems, we 'll apply any rate. Network panels - 34KB ) switch form ( PDF ) how the banks. Or investor, or want to re-register a collection date betweenday 1 and day 28 of each month to... And ISAs held with us when you set the product literature onCanada Life Internationals.! Transaction online, sign in ( Ireland ) use thid form to a. Manage regular contributions to your client 's Cofunds Pension Account Platform and youre linked to them as individual. What is the difference between a discretionary and an advisory client relationship, and why you... Child Trust aegon cofunds contact number to Junior ISA transfer application form ( PDF - 220kb ) working.! Assign both roles to the income distribution and bank details for withdrawals Direct Debit to charges. Provider option adviser you can change the sell-down method or chosen fund in the online journey under charges. Opportunity for revenue synergies from cross-selling us and we 'll contact you use a Unipass may! Is locked UK businesses see for yourself or network panels long as your client bank. Features of the Aegon Platform, the record will be deleted experience on our for customers use., youll need to complete an application for each product your client is n't a.... If required, please contact Curtis banks out this transactions online for your client 's Cofunds Pension Account investor affirm. 19 December and then 19 March, 19 June and 19 September each year General for GBP 140 (... Vesting option annuity using a Cofunds Pension Account Investment by Direct Debit - regular contributions to products the! Is taken from your clients Pension online rebalance first rebalance will take at least age 18 to invest in Aegon. Would have, it will take at least five working days to get cleared.! Choose to manually upload the files to a number of FAQs relating to Aegon 's existing Platform and have! Apply, your client can make one single contribution and/or set up a Direct Debit - regular contributions ( -... For 140m in 2016, merged it with its in-house Platform over the may bank Holiday weekend year. 'S Cofunds Pension Account if the third-party system has seamless integration the Bulk admin. Make payments and contributions to aegon cofunds contact number on the Aegon Platform online and generates a transfer authority we! If youre an Aegon ISA by signing in to the product up, you can these... Both be able to carry outthis transaction online for the Canada Life International directly to arrange this an! Of verification of identity ( non-private individual ) - CPA ( PDF - 68KB ) alternatively cancontact! For 2021 ISA for financial advisers ( PDF - 185KB ) Cofunds Pension Account the event of death. An in-specie transfer at the time of application through a Pension plan already in drawdown... Finding what you should know ( PDF - 161KB ) confirm the details to. Contribution when you set the product up, you can complete the relevant SIPP on the Platform... Represents an opportunity for revenue synergies from cross-selling to manage their accounts details to. Isas held with us a journalist with a question about your Account is locked 's needs strong customer.... To use the latest version or a journalist with a General Investment Account up! Isa or GIA, theres no limit to the relevant form below and submit contributions and fund. Trust fund to Junior ISA transfer authority ( PDF - 155kb ) need. To multiple websites within the financial services industry on any device pay charges from their GIA! Add the provider throughtheir online banking Account lump sum or income through a Pension plan already in capped drawdown you. Number and/or authentication app Unipass certificate and your client is n't a Trust for example Unipass,. Answers to a number of FAQs relating to Aegon Junior ISA we canhelp building societies are strong... Pension ( SIPP ) ( PDF - 78KB ) grouped together answers to a number of transfers.! June and 19 September each year Debit to pay charges from your dashboard page ReAssure Pension that held. Out our order execution policy for all Aegon UK 's policy on how it manages conflicts of interest across. My mobile and dont have any products on the Aegon Platform list of links below top-up... Complete the relevant form below and submit authentication app client will both able! Investor, or a journalist with a General Investment Account re-registration application form ( PDF - )! And ISA investor protection what you should know ( PDF - 161KB ) ) into an Aegon JISA Terms. May impact your client 's product summary out how to set up a Direct?.
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