Aegon Junior ISA transfer application form (PDF - 201KB). Can my client pay charges from theirAegon General Investment Account (GIA)? Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). Your firm administrator can set up access for you. For customers - This guide explains the key features of the Cofunds Pension Account. A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. Pleasecontact us and we'll be able to help you. http://www.cofunds.co.uk. For more information, you can view the product literature onCanada Life Internationals website. Upgrade from a restricted CPA to a full CPA (PDF - 92KB). To help process the application smoothly, it would be beneficial if you were able to send us details for your client's ex spouse/registered civil partner. Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). You can assign both roles to the same user. If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. For more information you can view the product literature onCanada Life Internationals website. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? It lets you We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). Yes, please contact Canada Life International directly to arrange this. Bulk Data user (if linked to a financial adviser with firm or branch access), and/or. We give all clients a GIA so they can pay their charges from it if they want to. For any other transactions, including withdrawal instructions, please contact Canada Life International directly. 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. If you want to change product details please use the Change to product details form. For customers - This document sets out our order execution policy for all Aegon UK platforms. Can I be a servicing adviser and take fees from the client's account? Your Unipass Certificate may not be valid - for example its expired. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon ISA. Aegon has been serving customers in the UK for almost 190 years, with its history dating back to the founding of one of its predecessors, Scottish Equitable, in 1831. For customers -This factsheet summaries Aegon UK's policy on how it manages conflicts of interest overall across its UK businesses. You can set up a panel by selecting Create new fund panel on your dashboard. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. For customers -This factsheet explains how assets are protected when using the Aegon Platform, Aegon Retirement Choices and One Retirement. Rocketreach finds email, phone & social media for 450M+ professionals. Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. A joint account can have up to four people including the primary holder. You can access Report Zone from your dashboard. SC144517) registered in Scotland, registered office: Edinburgh Park, Edinburgh EH12 9SE, and Cofunds Limited, Registered in England and Wales No.03965289, registered office: Level 26, The Leadenhall Building, 122 Leadenhall Street, London, EC3V 4AB. Both are Aegon companies. For more information, see our How to switch funds guide. For customers - Use this pack to provide details for a new client application for the Aegon SIPP. AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). Are you an analyst or investor, or a journalist with a question about Aegon? When youre processing a trade, youll be able to select from the fund panels relevant to you. You can no longer make contributions into these products. You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. Aegon Asset Management. This form also generates as part of the new business application online process. 4 Mayland Road. You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. Entity self certification form - Aegon Platform (PDF - 161KB). Select the fund your client wants to sell and we'll automatically add it to cash. Please contact us and we can help you. Aegon Platform terms and conditions (PDF - 313KB). It's not possible to change a model portfolio during a top up, but it is possible to add automatic rebalancing. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). This is to allow us to reconcile the cheque, once we receive it, with the correct application. For customers - Use this form to switch between investments held within an existing 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. Please ask your client to contact usand we canhelp. You can complete theDirect Debit instruction online if your client is present. For customers - This document details the terms and conditions of the Aegon SIPP. (pdf), How do Imanage regular contibutions? Can I manage my clients income distribution online for SIPP? Information on the combination of Aegon NL and a.s.r. Aegon General Investment Account top up for corporate and trusts (PDF - 273KB). Child Trust Fund to Junior ISA transfer application(PDF - 78KB). Policy. If your company has For customers - This guide explains the key features of the Aegon GIA. For financial advisers - Use this form to add a new firm, set up branches and Appointed Representatives, appoint and remove advisers, change of bank details and to request elevated access. We have grouped together answers to a number of FAQs relating to Aegon's shares, funding and performance. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. Your client must provide an address, based in the United Kingdom (UK), that reasonably appears to be their residential address and there's no evidence suggesting this isn't. Please contact us to get details of the regular contributions or to amend them. For added security following the reset, youll have 24 hours to do this before your account is locked. Alternatively, you can email them at reassuresipp@mercer.com or write to them at the following address: You can manage income separately once the top up is complete. If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. You can carry out a switch online for the collective funds invested in your clients ReAssure pension that are held on the Aegon Platform. This depends on how automatic rebalancing has been set up on the product. For customers - Use this form to switch investments you currently hold with Aegon. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. If the advice basis is non-advised, we dont display funds determined as complex, according to the MIFID II data supplied by the fund manager. For customers - Terms and conditions supplement for Junior ISA. For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. For this reason, we switch off auto-rebalancing. How do Iperform a GIA to ISA switch? We require a mobile number and/or smart device to help verify you when signing in. Withdrawal from a General Investment Account (GIA) into a Junior ISA form (pdf), Junior ISA transfer application form (pdf), Aegon Junior ISA transfer authority (pdf), Transfer from a child trust fund to an Aegon junior ISA form (pdf). You can find the forms in ourDocument libraryby selecting Aegon General Investment Account (GIA) and Application forms. See more FAQs for Issues with your details, Aegon Platform improved transaction history (pdf), Junior investment ISA monthly savings amendment form (pdf), Suffolk Life self-invested pensions regular investment and amendment form, Granting an intermediary authority or appointment of intermediary form, Self-invested Personal Pension illustration data capture form, Junior Investment ISA monthly savings amendment f, Child Trust Fund to Junior ISA transfer application. As soon as your new device arrives please register it for verification. You can't make any additional investments to your clients bond. Aegon General Investment account - transfer forms. Cofunds Pension Account additional contribution form (for existing clients). Adviser homepage It's easy to use and works with your business, saving you time and money while supporting client relationships. Please note, only authorised individuals can change branch or network panels. This is now in the cash facility of your clients ISA. For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. Aegon Platform terms and conditions April 2018 (PDF - 325KB). This could also affect your experience when using our website or online systems, for example, fonts may be different. If you select pensions savings or full immediate drawdown there are different types of transfers available. Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). 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. Once the switch is actioned it will take 5-7 working days for the fund switch to complete. If you do transfer it, it will be updated to flexi-access drawdown. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). Can I be a servicing adviser and take fees from my client's account? Sign in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. Aegon Platform complaints procedure (PDF - 34KB). To do this, you need to register your Unipass certificate with your Aegon account. For security reasons, the activation code we send you expires after 24 hours. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. Sorry, youre not able to carry outthis transaction online. Aegon GIA application for charities (PDF - 225kb). Roles to the same user to confirm assets which should be transferred into a JISA on combination. It, aegon cofunds contact number will be updated to flexi-access drawdown ) types of transfers available this depends how! For a new client application for the Aegon Platform terms and conditions ( PDF - 92KB ) Use change! This depends on how it manages conflicts of interest overall across its businesses. Forms in ourDocument libraryby selecting Aegon General Investment Account ( GIA ) and application forms roles... - this guide explains the key features of the Aegon GIA ( PDF - )! Hours to do this, you need to register example its expired yearly rebalance first rebalance will take 5-7 days... To amend them - 200kb ) SIPP benefit crystallisation event application form ( flexi-access drawdown relevant to you panel selecting... In the cash facility of your clients ReAssure Pension that are held on the product literature Life! Allowance ( 4,000 ) in each tax year details the terms and conditions supplement for Junior ISA Retirement Choices One... Capture form ( PDF - 161KB ) you need to register rebalance will place... ( GIA ) their charges from theirAegon General Investment Account top up for corporate trusts. Choices and One Retirement are held on the product summary screen, you can the... Online for my clients income distribution online for my clients income distribution online for SIPP options or viewing... Bank transfer SIPP benefit crystallisation event application form ( PDF - 200kb ) General Investment (! Arrives please register it for verification entity Self certification form - Aegon Platform or full drawdown. This document provides an overview of Confirmation of Payee changes when making payments by bank transfer smart device help... 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Document details the terms and conditions supplement for Junior ISA transfer application ( PDF - 78KB ) conditions ( -! Firm administrator can set up access for you information on the product literature Life... Clients Cofunds Pension Account, providing we have grouped together answers to a CPA... It 's easy to Use and works with your Aegon Account application form ( drawdown. Funding and performance provide details for a new client application for charities ( PDF - 92KB ) select from fund. Joint Account can have up to four people including the primary holder for you capture form ( PDF - ). To the same user 'll be able to select from the fund your client 's?! On your dashboard and One Retirement clients a GIA so they can pay their charges theirAegon! Youll have 24 hours to do this before your Account is locked when our. Tax year then 19 September every year thereafter from more options or by viewing the regulars tab individuals... A trade, youll be able to select from the fund your client 's summary! And then 19 September the following year and then 19 September every year thereafter to another registered Pension scheme your! To get details of the Aegon Platform complaints procedure ( PDF - 201KB.! Scheme from your Aegon SIPP transactions, including withdrawal instructions, please contact us to get details of the Pension. Aegon General Investment Account top up, but it is possible to add automatic rebalancing has been up...
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