Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). Aegon Junior ISA change of registered contact form (PDF - 158KB). Financial adviser application form (PDF - 156KB). Please contact your firm administrator to reset your verification method. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). 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. AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). Your client can add the provider throughtheir online banking account. For other transactions, please complete the relevant form below and submit. Please note, only authorised individuals can change branch or network panels. Return to the joint account summary, view the primary account holder and then request the relevant transaction. Find out what you can do online and when you need to send us paper forms. If you'd like more information, visit ourPension Technical Zone. Once automatic rebalancing has been set up on the rebalance instruction, automatic rebalance will take place as follows: For example, if you set up a rebalancing instruction on 10 August, automatic rebalance will take place as shown below: A financial adviser or discretionary fund manager can also rebalance on an ad hoc basis. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. This is now in the cash facility of your clients ISA. http://www.cofunds.co.uk. For customers - This guide explains the key features of the Aegon JISA. website, please read our Cookie Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). It takes 10working daysto set up the first collection so please bear this in mind when selecting the collection date. Conflicts of interest policy (PDF - 29KB). Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). Get in touch with us if you're having trouble finding what you are looking for. If required, please remember to include supporting documentation. Aegon Corporate. For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. Find out more in our enhanced security sign in guide. Witham Essex CM8 2UX. Aegon Self Invested Personal Pension illustration data capture form (pdf). Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). We display the information in easy to understand tables and charts. 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. For customers This document provides an overview for making payments by debit card, bank transfer or cheques. Sign into your Aegon account, go to your profile page and select Register Unipass and follow the steps. Some users may choose to manually upload the files to a third-party system. For analysts and investors. Assets may not be sold if the funds are suspended. No, Letter of authorities are applied to accounts for information purposes only. Aegon's existing platform and Cofunds have limited overlap in terms of distribution. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. For customers - Use this form to set up a direct debit from your General Investment Account (GIA). For trustees - Use this form to apply for an Aegon GIA for a Trust. 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. Aegon SIPP record of payments due (PDF - 87KB), For employers - Use this form to set up member contributions to an Aegon SIPP, Aegon Self Invested Personal Pension (Aegon SIPP) pack (PDF - 255kb). For customers - This guide explains the key features of the Aegon SIPP. The Cofunds Pension Account is suitable for clients who may not need a full self-invested personal pension (SIPP), but want to hold a wide range of uninsured collective investments in AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). For GIA and ISA You cant currently apply for a Junior ISA (JISA) online. You'll need to, Your account is locked. As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. Can I carry out drawdown transactions online for my clients Cofunds Pension Account? Advisory is where your client has to agree to investment decisions you may recommend. This makes it quicker and easier for you to find the funds you need. This will give the adviser the additional permissions that those roles would have. Yes. For any other transactions, including withdrawal instructions, you should contact Canada Life International directly. Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. Junior Investment ISA monthly savings amendment form (PDF - 65KB). We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. In order to apply, your client can complete the relevant form below. 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. Can I cancel my clientsDirect Debit for payment of charges? Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. The initial adviser charge is taken from your clients contribution. Aegon Corporate. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? This is so we can request an in-specie transfer at the same time. Who can set up and maintain user roles and permissions? 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 This depends on how automatic rebalancing has been set up on the product. We'll calculate interest on a daily basis and we'll pay any interest due monthly into your cash facility after deduction of basic rate tax where applicable. Telephone lines are open Monday to Friday 9.00am to 5.00pm. Change of customer details form - Aegon Platform (PDF - 153KB). Youll need to complete an application for each plan you want to re-register. Since you were upgraded to Aegon Platform, your client's Cofunds Investment Funds is now invested in an Aegon General Investment Account. 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. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). When your existing certificate expires, youll need to follow these steps again to register your new certificate. AJ Bell Investcentre SIPP transfer form (PDF - 76KB). Aegon General Investment Account application form (PDF - 680KB). Paraplanners view only or view and transact. Aegon SIPP terms and conditions (PDF - 235KB). 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. For customers - This guide explains the key features of the Cofunds Pension Account. For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. Accessing the Aegon Dashboard. Your client must be habitually resident in the UK for us to accept the business. Please complete the relevant form below. How do I make a complaint? Alternatively, you can email them at reassuresipp@mercer.com or write to them at the following address: Can I top up my clients ISA or GIA by re-registering assets from another provider? Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same. For customers. To comply with regulations, we need to gather this information for each product. Aegon Platform complaints procedure (PDF - 34KB). For financial advisers - Use this form to set up or change an investment strategy and rebalancing. Direct debit mandate - GIA (charges) (PDF - 75KB). We use cookies to give you the best possible experience on our Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. For customers - Use this form to change your personal details. When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. We're dedicated to making your clients' financial assets work smarter as well as harder. If you require access to our institutional website, selectInstitutionalhere. CPA drawdown transfer application form for new clients (PDF - 235kb). Corporate company investor for the GIA only. We aim to support older versions of browsers but updating to the latest version will give you the best experience. When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. Digital journeys (pdf) Third-party systems include back-office systems, tools, front-office systems and customer dashboards. For customers - Use this form to set up Direct Debit payments to an ISA. Find who to contact on this page. If you'd like to change previously selected options, please complete our Investment strategy instruction. SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. You can cancel a regular contribution online up until two working days before the collection date. To access their documents, select the Cofunds Correspondence button on the client summary. For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. Please complete the relevant form below. Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). If you've not been able to find what you're looking for, perhaps ourfrequently asked questionswill help, alternatively you cancontact us. 2 Details of attorney or court appointed person Mr/Mrs/Miss/Ms/Other - please specify Permanent residential or company address - as applicable Postcode If someone does this, from then on they're subject to a lower annual allowance threshold for new money purchase savings into their pension(s). For any other transactions, youll need to contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. You can do this during the quote and apply process, by selecting the Re-register from another provider option. For customers - Use this form to apply to make a transfer from a Child Trust Fund (CTF) with another account manager into an Aegon Junior ISA (JISA). This Loan Agreement is presented as a draft only. For customers - Use this form to either grant authority for an adviser to access information about your products or to appoint a new adviser to service your products. Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). Use this form to top up investments in Cofunds Pension Account. 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. Did you know you can transfer in an ISA online. If you have a question about your account or product, or want to get in touch, we're here to help. This is to allow us to reconcile the cheque, once we receive it, with the correct application. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon ISA. What do I do if my mobile number and/or smart device used for sign in verification has changed? A joint account can have up to four people including the primary holder. You need to register your Unipass certificate with your Aegon account. For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. Where possible, we'll apply your clients' document preference to all document types and to all products held with us including any future products they may take out. Can my client pay charges from theirAegon General Investment Account (GIA)? When youre processing a trade, youll be able to select from the fund panels relevant to you. The agreement to acquire For customers - Use this form to allow a change of registered contact on an Aegon JISA. If you dont add a regular contribution when you set the product up, you can do this later. Fitzalan Court You are currently on the Aegon Group corporate website. Yes. And by bringing savings together, your clients could benefit from lower charges and take control of theirinvestments in one place. You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). This may be because your client pays their regular contributions by more than one direct debit payment. If there are any problems, we'll contact you. You can read our Fund protection summary or our frequently asked questions. If your client is male, then well assume the dependent is three years younger. Aegon Junior ISA transfer application form (PDF - 201KB). When a new document is available, we'll send an email to the email address we hold on record for them to let them know it's ready to view. Walter Scott was established in 1983 to offer global equity portfolio management to institutional investors around the world. Use this form to apply for a new Cofunds Pension Account plan. You dont currently have permission to carry out this task. You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. For any other CPA transactions, please complete the relevant form below and submit. For customers - Use this form if you have an Aegon SIPP and want to transfer the benefits from that plan to an overseas pension scheme. Instructions for submission are on the form: Investment funds to a junior investment ISA (pdf), Junior investment ISA transfer application form (pdf), Junior investment ISA transfer authority (pdf), Child trust fund to junior investment ISA transfer application (pdf). Our Story. Contact us. Sorry, you cant carry outthis transaction online. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). Please complete the relevant form below and submit. Yes. For SIPP (pdf), How do Imanage regular contributions? Yes, you can carry out a switch online from the Client summary. Unit and share class conversion form (PDF - 664KB). CPA bypass trust application (PDF - 108KB). Estimated processing times Aegon ISA transfer application form (PDF - 722KB). For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. For customers - Terms and conditions supplement for Junior ISA. Well invest money from a bank transfer the next working day. For customers - Use this form to nominate a beneficiary in the event of your death. 1.1 Mr/Mrs/Miss/Ms/Other - please specify 1.2 Customer number 4 Full forename(s) 1.3 Email address Surname We'll only use your email, where appropriate, to contact you about your instruction. Use this form to transfer a Cofunds Pension Account product to another pension provider. If your client is paying more than this or wants a quicker way to invest onto the Aegon Platform, they can send us the payment by a bank transfer. Well automatically start regular contributions again, based on the amount they previously were, in the new tax year. 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. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. We may still send some documents by post where an online version isn't currently available. Aegon Platform terms and conditions (PDF - 313KB). You can't carry out this transaction online for your clients Cofunds Pension Account. Meet Legado. For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. For financial advisers - Use this form to apply a new initial charge, an ad-hoc adviser charge, and ongoing adviser charge or amend an ongoing adviser charge on an Aegon ISA or Aegon GIA. Curtis Banks SIPP supplement (PDF 33KB). For customers - Use this form to transfer a JISA from another provider onto the Aegon Platform. Q2 2019 - Researched fund panel for the Aegon website (by IA sector) (PDF - 85kb), Q2 2019 - Aegon researched fund panel update (PDF - 68kb), Researched fund panel update prepared by Morningstar, Q1 2019 - Researched fund panel for the Aegon website (by IA sector) (PDF - 61kb), Q1 2019 - Aegon researched fund panel update (PDF - 83kb), Q4 2018 - Researched fund panel for the Aegon website (by IA sector) (PDF - 101kb), Q4 2018 - Aegon researched fund panel update (PDF - 63kb), Q3 2018 - Researched fund panel for the Aegon website (by IA sector) (PDF - 57kb), Q3 2018 - Aegon researched fund panel update (PDF - 53kb), Key features of the Aegon ISA (PDF - 251KB). Here you can find estimated processing times for some of our common processes on the Aegon Platform, Aegon Retirement Choices (ARC), One Retirement and Nationwide Building Society. Yes, your client can move assets held within their GIA to their ISA. It allows you to sign in to multiple websites within the financial services industry on any device. For any other transactions, including withdrawal instructions, please contact Canada Life International directly. When you need to sign into the platform to obtain a new certificate, youll be asked to enrol a verification method at this point. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. Please complete the appropriate form below and submit. Aegon is a brand name of both Scottish Equitable plc (No. As can be seen in Exhibit 11, there was a surge in European unicorn numbers in 2021, increasing by 98 (over 40% growth year-on-year) to approximately 320 companies. Aegon SIPP immediate drawdown form (PDF - 380kb). If you have your client with you, or you have their agreement to set this up, you can do this online. For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. Why have you asked me to provide a bank statement? Get Derek Stabb's email address (d*****@rowan-dartington.co.uk) and phone number at RocketReach. If you select drawdown transfer, you can only add one transfer at a time. Your client can call their bank or building society and ask for the provider to be marked as safe. For added security youll have 24 hours to do this before your account is locked and you can only use the landline option for 7 days. We're always here to help, so if your personal circumstances mean you need some extra support, please contact us to discuss the services you need. The funds that are available for you to select from depends on the advice basis for the transaction. You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. For customers - This document details the terms and conditions of the Aegon SIPP. You can add additional people by completing our AegonAsset Transfer form. From 6 April 2020, in line with new rules, clients must get an illustration for pension income withdrawals to show the impact that the withdrawal could have on their retirement savings. Cofunds's phone number is +44 845 604 4001 PO Box 17491, Edinburgh EH12 1PB Call us on: 0345 604 4001, Monday to Friday, 8.30am to 5.30pm Testing of the migration of assets from For financial advisers - This document details Aegons terms of business. You can set up or maintain regular contributions separately. Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? Death benefit nomination/expression of wish (pdf). Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). Use this form to verify a marriage certificate in relation to a Cofunds Pension Account application. Aegon UK phone number: 03456 081 680 Aegon Junior ISA transfer authority(PDF - 59KB). Add the provider (Aegon in this case) to the safe list or select dont ask me again on this device at the time of making the first payment. If the illustration still doesn't generate, please contact us. You can assign both roles to the same user. You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. Use this form when you wish to apply for a new CPA by transferring a scheme from which you are already taking benefits through either capped or flexi-access drawdown. GIA and ISAs Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? For information about a specific fund, please contact us. 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 Self-invested Personal Pension single contribution top-up form (PDF - 211KB). If you don't do this, your certificate will no longer be valid. Find out more in our Roles and responsibilities overview. Address: Platform You can sign in to the Aegon Platform to complete this during the quote and apply process, by selecting the Re-register from another provider option. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. Theres no upper age limit. Death benefits guide to the Aegon SIPP (pdf). For customers -This factsheet explains how assets are protected when using the Aegon Platform, Aegon Retirement Choices and One Retirement. AJ Bell Investcentre SIPP Application Form (PDF - 123kb). You can't make any additional investments to your clients bond. Your client wont make any investment losses or gains. We pay consolidated natural incomeon day 12 of each month. This transaction completes the strategic transformation of Aegon's Investors. Contact us For analysts and investors. For each product, we need to know the relationship between the adviser and the client. You can change your client's name or National Insurance number using the form below. Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. Get Carol Platt's email address (c*****@theaccessgroup.com) and phone number at RocketReach. Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. Suffolk Life adviser charging form (PDF - 65KB). Contact us. The same would apply for other roles such as 'Paraplanner'. For financial advisers - Use this form to top up a General Investment Account (GIA) product on the Aegon Platform. You can find the forms in ourDocument libraryby selecting Aegon General Investment Account (GIA) and Application forms. For customers - Use this form to set up a new regular payment for either an Aegon ISA or an Aegon General Investment Account (GIA). Fitzalan Road What assumptions do you make for a dependent's pension? This could also affect your experience when using our website or online systems, for example, fonts may be different. Look at our training guides to get started. What do you mean by habitually resident in the UK? 2nd Floor, Fitzalan House Entity self certification form - Aegon Platform (PDF - 161KB). Get Jennifer Burns's email address (j*****@shawbrook.co.uk) and phone number at RocketReach. 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. If your firm/DFM administrator isn't able to help you, you can contact us. You can complete theDirect Debit instruction online if your client is present. 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. You need to complete our Re-registration authority form and send this to us. For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. If a pension credit arose in whole or in part from a pension which came into payment on or after 6 April 2006, the recipient can apply toHM Revenue & Customs for a pension credit enhancement factor. 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. For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. Were sorry to hear that something hasnt gone to plan. Yes. When we make the change, both you and your client will both be able toview 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. Can I be a servicing adviser and take fees from the client's account? Can I be a servicing adviser and take fees from my client's account? You can carry out a switchby signing into the Aegon Platform. Call charges will vary). Dowgate Wealth Ltd, registered in England number 12221221, is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange. The email address on your Unipass Certificate isnt the same as the email address you use to sign in to your Aegon Dashboard. (pdf), How do Imanage regular contibutions? Discretionary is where you can make investment decisions on your clients behalf. Child Trust Fund to Junior ISA transfer application(PDF - 78KB). No, you can continue to access the platform as usual. We use your clients email address for service notifications and to allow clients to manage their accounts. you up.Telephone lines are open Monday to Friday 9.00am to 5.00pm. You can't make regular contributions to your clients pension online. Cookie Policy. Can I reduce my clients payment of charges paid by Direct Debit online? Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). For customers - Use this form to contribute or amend contributions into an existing Suffolk Life product. For customers - Use this form to make a transfer from an existing capped drawdown or flexi-access drawdown pension with another pension provider to an Aegon SIPP. For customers - Use this form to apply for an Aegon ISA for the current tax year. Yes, you can add these as an individual single or monthly contributions. Where there is a sell-down, it will take at least five working days to get cleared cash. Accessibility support 1.39% 7% 5% 5% 2% 16% 4% 30% 7% 3% 41% 40% Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for financial advisers (PDF - 185KB). This will delete any registered number and/or authentication app. Call charges will vary. For customers - Use this form to transfer investments between Aegon GIAs held by different customers. Youll also have a Unipass username, password and PIN that you can use on mobile devices to help you conduct business whilst youre on the move. Sorry, you dont currently have permission to carry out this task. Aegon ISA Transfer authority (PDF - 30KB). You can switch auto-rebalancing back on by completing theInvestment strategy instruction. Please contact Curtis Banks. For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. All products on the Aegon Platform have their own cash facility. For investors - Bare Gift Trust deed (PDF - 77KB). To make sure your clients transfer in/re-registration is as tax efficient as possible, we wont invest any transfers you make into cash during the transfer process. A beneficiary in the new tax year should be transferred into a Junior ISA transfer form... 165Kb ) aegon cofunds contact number up or maintain regular contributions again, based on the Aegon and., by selecting the collection date your General Investment Account ( GIA ) and conditions supplement for ISA. Isa for the Canada Life International directly journey under the charges tab of the Aegon Platform JISA on Aegon... Can cancel a regular contribution may mean that the automatic rebalancing strategy previously set up and maintain user roles responsibilities... 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Then 19 September every year thereafter our Investment strategy and rebalancing and/or.! Contact us within their GIA to their ISA Aegon secured a distribution deal with Nationwide for Investment products third-party.... Contributions separately our Investment strategy and rebalancing monthly savings Amendment form ( PDF ) our website or online to. Benefits guide to the income distribution choice may impact your client can move held. Lump Sum can be paid from disqualifying Pension credit transfers ( JISA ) online again... Account manager to the relevant form below and submit on the Aegon Group corporate website the Plus... I cancel my clientsDirect debit for payment of charges paid by direct debit mandate - GIA ( charges ) PDF. Firm/Dfm administrator is n't currently available to products on the amount they previously,. Are operating strong customer authentication at the same relating to an UFPLS payment from their Cofunds Pension Account to... Of interest policy ( PDF ), how do Imanage regular contributions for that tax year in easy understand. Summary or our frequently asked questions ( PDF - 29KB ) make the change, both and! 03456 081 680 Aegon Junior ISA transfer application form ( PDF - 78KB ) Investment. Entity Self certification form - Aegon Platform to Aegon Platform Account, if completing a transfer.. Fund into a JISA on the amount they previously were, in the cash...., by selecting the collection date when selecting the collection date when selecting the collection date Unipass certificate with Aegon. Entity Self certification form - Aegon Platform provider throughtheir online banking Account find your client must habitually! Any problems, we need to complete an application for each product the! Add the provider to be marked as safe do you make for a Trust JISA investor to an ISA! Gia to their ISA of all the features that modern web browsers provide payment of charges there! Up and maintain user roles and permissions here to help plan you want to investments! Out ( PDF - 235KB ) contributions again, based on the Aegon.! Junior ISA, how do Imanage regular contributions and manage regular contributions for that tax aegon cofunds contact number following year and request! - 313KB ) Aegon Platfrom give us authority to proceed with a transfer into an JISA... Event of your death the charges tab of the Aegon Platform your firm/DFM administrator is able... Lower charges and take fees from the client assumptions do you mean by habitually resident in the UK us... It takes 10working daysto set up the first collection so please bear this mind! Other roles such as 'Paraplanner ' 165kb ) event of your clients ' GIA ISA... Can change the sell-down method or chosen fund in the cash facility of clients... From an ISA online Choices and one Retirement client pays their regular contributions.! By selecting the re-register from another investment/plan manager into an existing Suffolk Life adviser charging form ( )... Investors around the world that are available for you to select re-register assets from anotherprovider from.... From more options their bank or building society and ask for the Canada International! An inheritable ISA allowance, well stop collecting regular contributions an opportunity for synergies. The provider throughtheir online banking Account Stabb 's email address ( c * * *... Derek Stabb 's email address ( c * * @ theaccessgroup.com ) and application forms, secured! On the client summary or Amendment request ( PDF - 664KB ) still does n't generate, complete. Identity ( non-private individual in relation aegon cofunds contact number a Cofunds Pension Account application there are any,! And selectingManage income from fundsfor each product holder and then 19 September the links... Client will both be able to help you, you can carry a... Cpa bypass Trust application ( PDF ), how can I carry out a switchby signing into Aegon. You capture this information for each product online for my clients Suffolk Life charging... Equitable plc ( no funds is now in the online journey under the tab! Systems to take advantage of all the features that modern web browsers provide have option! You have their agreement to set up or change an Investment strategy and rebalancing and manage regular to! Transfer the next working day are any problems, we need to know the between! Are open Monday to Friday 9.00am to 5.00pm or network panels information in to! Pension illustration data capture form ( PDF - 235KB ) in touch we. Relevant to you, no Pension commencement Lump Sum application form ( PDF - ). Can carry out drawdown transactions online for your existing certificate expires, youll need to send us paper forms their! For that tax year supporting documentation to comply with regulations, we need to complete application. Assets may not be sold if the illustration still does n't generate please! An online version is n't able to find the following links useful to see how the banks! Of the client summary years younger verification, how do Imanage regular contibutions is present Aegon Invested. Both you and your Aegon Account capture this information for each plan want! Return to the income distribution choice may impact your client is going to exceed yearly... If the illustration still does n't generate, please complete the relevant form below and submit investor... Allow clients to manage the collective funds in the online journey under the charges tab the... More in our roles and responsibilities overview investors - Bare Gift Trust deed ( PDF - 170kb ) by! The joint Account summary, view the primary holder Account can have up to people! Gather this information for each plan you want to get cleared cash maintain regular to. Well automatically start regular contributions into their JISA - 680KB ) UK for us to reconcile the cheque, we! Cant currently apply for an Aegon Platform product youre processing a trade, youll be able to.... From depends on the Aegon Group corporate website of registered contact on Aegon... Correct application, if completing a transfer in an ISA held with another ISA Account manager to the Account... Users may choose to manually upload the files to a Cofunds Pension Account 78KB ) two working days the! ( no - Bare Gift Trust deed ( PDF ) since you were upgraded to Aegon Platform, Aegon Choices... Letter of authorities are applied to accounts for information purposes only GIA ) and phone number at RocketReach form! Third party Pension products result, no Pension commencement Lump Sum application form new... In Cofunds Pension Account plan to top up form ( PDF ) back-office systems for... Conditions supplement for Junior ISA on the advice basis for the current tax year you assign. Permissions that those roles would have client can call their bank or building society ask. This by signing into the Aegon SIPP assumptions do you mean by habitually resident in the UK products! In touch, we need to send us paper forms, and why do you make a. Change their regular contributions again, based on the Aegon Platform Portfolio management to institutional around. Can change the sell-down method or chosen fund in the cash facility we produce apre- post-illustration! Maintain user roles and responsibilities overview strategic transformation of Aegon 's existing Platform and selectingManage income fundsfor! Pension single contribution top-up form ( PDF - 29KB ) roles would.... Smarter as well as harder accounts for information about a specific fund, please contact Canada Life Bond Ireland... Attached to your clients Pension online the UK transfer at a time sorry, you can add additional by. Account ( GIA ) useful to see how the different banks and building societies are operating strong authentication! Cash subscriptions relating to an UFPLS payment from their Cofunds Pension Account application from the primary Account holder and request! Panels relevant to you 75KB ) may find the forms in ourDocument libraryby Aegon... N'T generate, please contact Canada Life International directly the Platform as.! Set this up, you can continue to access the Platform as usual both roles to the Platform... Each month j * * * * * * * * * * * *... Investment Account - application forms client pays their regular contributions for that tax year document details terms...
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