Contact us. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). Yes. Once we have received a switch request, it will be actioned within 2 working days. Sorry, you dont currently have permission to carry out this task. Please speak to your firm administrator and they can update your email address. Estimated processing times Contact us. 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. Can I make regular contributions online for my clientsReAssure Portfolio Plus Pension or SIPP? Individual self-certification (PDF - 145KB). You can't carry out this transactions online for your clients Cofunds Pension Account. Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. The funds that are available for you to select from depends on the advice basis for the transaction. No. Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). We ask this to determine ifyou can complete theDirect Debit instructiononline or on paper. Sorry, you're not able to carry outthis transaction online for your client's Cofunds Pension Account. Accessing the Aegon Dashboard. Yes. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). 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: For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. If you select on top of the contribution, your client will pay an additional amount to cover the initial adviser charge with the full amount you want being invested into the product. The email address on your Unipass Certificate isnt the same as the email address you use to sign in to your Aegon Dashboard. So, if your client has an existing drawdown pension worth 100,000 but this is made up of two arrangements, one worth 40,000 and one worth 60,000, youll have to apply for two separate drawdown transfer applications. Aegon ISA -Inheritable ISA - Transfer forms, Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA (PDF - 204KB). For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Yes, you can carry out a switch online from the Client summary. Log in. 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. Bulk Data user (if linked to a financial adviser with firm or branch access), and/or. Our trust range for use with a general investment account. Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? You can change a client's address and phone number by signing in to the Aegon Platform. We're dedicated to making your clients' financial assets work smarter as well as harder. Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). CPA bypass trust application (PDF - 108KB). For financial advisers - This document details the suitability and features of the Aegon SIPP. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). Training and resources If your client is female, well assume the dependent is three years older. For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. If you already have online access, sign in to see for yourself. Can I cancel my clientsDirect Debit for payment of charges? Individual or joint clients first name, surname, date of birth, gender and confirmation of UK residency. The same would apply for other roles such as 'Paraplanner'. Weve implemented a new verification method for an enhanced security sign in. For customers - Usethis form if youd like to switch into investment funds to the cash facility of your product on a recurring basis. Contact via email: [email protected] Contact via phone: +31 70 344 3210. We always pay consolidated natural income to your client's bank account. Yes. Sign in to the Aegon Platform to set up and manage regular contributions online. Aegon ISA transfer application form (PDF - 722KB). If you've set yearly automatic rebalancing, the first rebalance will take place 13 months after this on day 19 of the month, and then yearly on day 19 thereafter (unless automatic rebalancing is stopped). AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. Aegon General Investment account - transfer forms. An individual panel - you can set this up and only you can view this. Assets may not be sold if the funds are suspended. Access a wide range of support material you can use with your clients. Use this step-by-step guide to create a model portfolio on the Aegon Platform. CPA birth certificate verfication (PDF - 52KB). You can't make any additional investments to your clients bond. Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. We use your clients email address for service notifications and to allow clients to manage their accounts. You cant currently apply for a Junior ISA (JISA) online. For any other CPA transactions, please complete the relevant form below and submit. If your client is male, then well assume the dependent is three years younger. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. Why does my client have a General Investment Account (GIA)? Here you will find FAQs, advice on how to use the site, and how to get in touch about support for your Aegon products. Advisory is where your client has to agree to investment decisions you may recommend. Sign in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). Canada Life International Portfolio Account supplement (PDF - 32KB). For any other transactions, including top up and withdrawal instructions, you should contact Canada Life International directly. Both are Aegon companies. Call the company. For customers - Use this form to contribute or amend contributions into an existing Suffolk Life product. For customers. Are you an analyst or investor, or a journalist with a question For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. 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. We're always on hand to help. Changing your email address will also change your username for Aegon Platform. For customers - Use this form to request a withdrawal. CPA investment transfer schedule (PDF - 43KB). You can do this by completing our Aegon Asset Transfer form. You can carry out a switch online for the collective funds invested in your clients ReAssure pension that are held on the Aegon Platform. 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. For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). Please note, only authorised individuals can change branch or network panels. Use this form to apply for a new Cofunds Pension Account plan. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. You dont currently have permission to carry out this task. For customers - Use this form to give us authority to proceed with the re-registration of funds from a transfer into an Aegon SIPP. For SIPP Select the Try again option next to the illustration on the documents screen. For customers - This factsheet explains how you can make a complaint. We'll apply any base rate changes within one working day. website, please read our Cookie 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. No, just use your usual Aegon Platform sign on. Your client must be at least age 18 to invest in an ISA. You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. Aegon ISA re-registration application form (stocks and shares) (PDF - 174KB), Aegon ISA re-registration authority (PDF - 146KB), Platform charges guide - ISA/GIA (PDF - 228KB). 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). Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. 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 financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. Look at our training guides to get started. Unipass is a service that allows you to create a unique online identity. You can change your client's name or National Insurance number using the form below. View your client's product summary and select theRegulars tab. Get Derek Stabb's email address (d*****@rowan-dartington.co.uk) and phone number at RocketReach. A username and password together provide a single something you know factor. For customers - Use this form to switch investments you currently hold with Aegon. Sign in to the Aegon Platform to set up and manage regular contributions online. This includes data relating to: Bulk Data admin assign this role to a user with firm or branch level access if you want them to be able to set up the files Bulk Data users can view and the third-party systems the data is to be passed to. This is usually due to the fund being deemed not suitable to be sold to either advised and/or non-advised customers, according to MIFID II fund data that has been supplied by the fund manager. Accessibility support For customers - Terms and conditions supplement for the Curtis Banks SIPP. The primary role is the main role a user will carry out. If you need other information, please contact us. You can carry out a switch by signing into the Aegon Platform. We hope you never have cause to Individual one individual investor for all product types. SIPP in-specie transfer Please contact your firm administrator to reset your verification method. AJ Bell Investcentre SIPP Application Form (PDF - 123kb). If the third-party system has seamless integration the Bulk Data admin role needs to set this up. Get 5 free searches. 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. 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. For customers - This guide explains the charges that could apply to your investment with us. If you havent already activated your Aegon account, you need to do that first using your username and password not your Unipass certificate details. Telephone lines are open Monday to Friday 9.00am to 5.00pm. For any other transactions, including withdrawal instructions, please contact Canada Life International directly. For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. (pdf). Aegon is a brand name of both Scottish Equitable plc (No. You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. For customers - This guide explains the key features of the Aegon SIPP. 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. Offering SIPP and SSAS plans, we aim to deliver a first class service at a competitive price, across a wide variety of investment and retirement income solutions. Use this form to set up a discretionary trust by the member during their lifetime in anticipation of receiving any pension death benefits from the Cofunds Pension Account. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. For customers - This guide explains the key features of the Cofunds Pension Account. You should let us know what youd like us to do with the account, any instruction (not submitted online) should be signed by all relevant directors/signatories. For more information, please visit our Pension Technical Zone. 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. Select another Aegon website from the list of links below. 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. Yes, your client can move assets held within their GIA to their ISA. Theres no limit to the number of funds you can add. View your client's product summary and select theRegulars tab. 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 - Use this form to set up or change an investment strategy and rebalancing. There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. Aegon SIPP record of payments due form (PDF - 84KB). This Trust Deed is presented as a draft only. United Kingdom. For customers - Use this form to apply for an Aegon GIA for a company or a partnership. It lets you 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. This will delete any registered number and/or authentication app. Return to the joint account summary, view the primary account holder and then request the relevant transaction. SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. You can't carry out these transactions online. 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. It takes 10working daysto set up the first collection so please bear this in mind when selecting the collection date. You'll need to, Your account is locked. This form also generates as part of the new business application online process. You wont be able to retrieve this. 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. 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). Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. However, in this situation please contact your firm administrator to report device unavailable. For customers - Use this form to set up a direct debit to pay charges from your General Investment Account only. If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. For this, you can switch your client's investment or change their cash top-up method. Yes. If you'd like to change previously selected options, please complete our Investment strategy instruction. 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. We may still send some documents by post where an online version isn't currently available. 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 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. For financial advisers - Use this form to verify the identity of any private or non-personal customer. For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. If you've set quarterly automatic rebalancing, the first rebalance will take place four months after that on day 19 of the month, and then quarterly on day 19 of the month thereafter (unless automatic rebalancing is stopped). Youve been signed out of your account as youve changed your email address. Contact - Aegon Cofunds. Find out how to make a complaint. For customers - Use this form to apply for an Aegon General Investment Account (GIA). You or your client should contact us to tell us that theyve moved abroad. Find who to contact on this page. You can't carry outthis transaction online for your clients Cofunds Pension Account. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). You can carry out this request online, as long as your client isn't a trust or corporate joint client. If youre not registered yet, call us on+44 (0) 345 604 4001and well set Find out more in our Roles and responsibilities overview. 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'. 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. Aegon General Investment Account top up for corporate and trusts (PDF - 273KB). For customers - Terms and conditions of the Aegon SIPP. 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 The Bulk Data service provides you with MI on your clients. Walter Scott was established in 1983 to offer global equity portfolio management to institutional investors around the world. For customers - Terms and conditions supplement for MoneySuperMarket customers, AJ Bell Investcentre SIPP supplement (PDF - 33KB). If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? For more information you can view the product literature onCanada Life Internationals website. If you notice when you're viewing the summary and documents screen during the request, you can use the back button and change it on the options screen. If there are any problems, we'll contact you. Find out what you can do online and when you need to send us paper forms. To request an illustration, complete the illustration request form below. You can do this during the quote and apply process, by selecting the Re-register from another provider option. You can carry out a switchby signing into the Aegon Platform. Why have you asked me to provide a bank statement? Did you know you can complete this process online. We now help around 3.8 million customers with their financial goals, and we want to help you take control of Please contact your firm administrator to change your permissions. CPA drawdown transfer request (PDF - 118KB). These are shown below, please contact your firm administrator orusto find out the different permissions each role has. 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. 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. Aegon Corporate. Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. This is to allow us to reconcile the cheque, once we receive it, with the correct application. View your client's product summary and select Regulars tab. CPA drawdown transfer application form for new clients (PDF - 235kb). For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? Fitzalan Road For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. Can my client pay charges from theirAegon General Investment Account (GIA)? Call charges will vary). If you want to add more than two you can do this by submitting the relevant application form. 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. (pdf), How do Imanage regular contributions? No, you can continue to access the platform as usual. Youll see an option to set up a monthly contribution when you apply for the product online. http://www.cofunds.co.uk. Weve made a number of improvements to transaction history to help you and your clients get the most from it. Where there is a sell-down, it will take at least five working days to get cleared cash. To do this, you need to register your Unipass certificate with your Aegon account. AJ Bell Investcentre SIPP transfer form (PDF - 76KB). If you require access to institutional material selectInstitutionalhere. For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. Access isnt available if your client has multiple advisers. To find out how to use the updated forms take a look at ourquestions and answers (pdf). If you dont use the latest version of your web browser, there's a chance youre missing out of some of the latest features the browser has to offer. For more information, you can view the product literature onCanada Life Internationals website. This may be because your client pays their regular contributions by more than one direct debit payment. Conflicts of interest policy (PDF - 29KB). Death benefit nomination/expression of wish form (PDF - 72KB). For customers - This guide explains the key features of the Aegon GIA. It takes around three working days before the money is available for investment. Junior Investment ISA monthly savings amendment form (PDF - 65KB). To comply with regulations, we need to gather this information for each product. General Investment Account re-registration application form (PDF - 78KB). If your firm administrator cant help you, please contact us using webchat. For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. Rocketreach finds email, phone & social media for 450M+ professionals. Aegon Corporate Newsroom News & updates Aegon has successfully closed the acquisition of Cofunds from Legal & General, following regulatory approval. Aegon Platform complaints procedure (PDF - 34KB). Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. This transaction completes the strategic transformation of Aegon's We pay consolidated natural incomeon day 12 of each month. If you have a question about your account or product, or want to get in touch, we're here to help. Call charges will vary). If you have your client with you, or you have their agreement to set this up, you can do this online. You can top up an existing product online by signing in to the Aegon Platform. Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). With your Unipass account, you can download and store a Unipass Certificate to allow you access to your chosen websites. Yes. Your client could get back less than they invest. 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 transfer a JISA from another provider onto the Aegon Platform. For customers - Terms and conditions of the Aegon Platform. You can top up your clients ISA if it's within their yearly ISA allowance. If you require access to our institutional website, selectInstitutionalhere. We give all clients a GIA so they can pay their charges from it if they want to. 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. Power of attorney and third party CVI (PDF - 155KB). Some users may choose to manually upload the files to a third-party system. Ifyour firm administrator cant help you, please contact us using webchat. Yorsipp is a specialised SIPP provider offering clients bespoke investment solutions, with a focus on diversity, flexibility, and range. Select More options on your client's product summary and then select Drawdown. As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. The factor increases their lifetime allowance and takes account of the fact that the pension credit will already have been tested against the original members lifetime allowance when the benefits were taken. For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. Call charges will vary). Key dates for intermediary charges (PDF - 98KB). Your client can take regular withdrawals if theyre only invested in accumulation funds. 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. Our Story. Find out more in our enhanced security sign in guide. Paying money into Aegon Platform (PDF - 375KB). How do I make a complaint? Your firm administrator can set up access for you. Can I make additional contributions to my clients ReAssure Portfolio Plus Pension or SIPP online? Cofunds Pension Account additional contribution form (for existing clients). No. Suffolk Life investment and amendments form (PDF - 67KB). Your client can make a single and/or a regular contribution into a product. Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. For financial advisers only - THis document gives full details about our annual charge, applicable to new customers of the Aegon Platform from May 2018. The percentage of the investment your client would like to invest in each of these funds. Meet Legado. You can cancel a regular contribution online up until two working days before the collection date. You can assign both roles to the same user. For customers - Use this form to set up a new regular payment for either an Aegon ISA or an Aegon General Investment Account (GIA). You can set up or maintain regular contributions separately. If your company has The UKs leading Open Documents and Data platform. Aegon UK phone number: 03456 081 680 Your Unipass Certificate may not be valid - for example its expired. If you continue to have problems accessing Report Zone outside these hours, please contact us. For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). Our platform puts you in control of your clients' financial futures., With over 4,000 investment options (as at December 2021), including Risk-Managed Portfolios built by us, the Aegon Plaform can adapt easily with your clients' changing financial needs, as they progress through their working life into retirement.. If the forms above don't cover the transaction you'd like to carry out, please contact us. Registered Pension scheme email: [ email protected ] contact via email: [ email ]. Due form ( PDF - 32KB ) secured a distribution deal with Nationwide for investment of an market... Permissions each role has on paper basis for the ReAssure Portfolio Plus Pension or SIPP?! Quote and apply process, by selecting the collection date your Account is locked investments, you. Try again option next to the Aegon GIA generates as part of Aegon... Of links below 's name or National Insurance number using the form below accounts from list! Customers, aj Bell Investcentre SIPP transfer form switch from the cash facility of your product on a basis. 9.00Am to 5.00pm Pension ( Aegon JISA/ISA/GIA ) - 29KB ) first name, surname, date of birth gender... As the email address ( d * * * * * * * * * @ ). To give us authority to proceed with the correct application dealt with on their death open market option annuity a! And password together provide a single and/or a regular contribution online up until working... You dont currently have permission to carry out this request online, as long as your client 's product and... Authority, we 're dedicated to making your clients Cofunds Pension Account investment by direct -. Understanding of your finances bypass trust application ( PDF - 84KB ) and post-illustration show. Platform sign on via email: [ email protected ] contact via phone: +31 70 344 3210 upnext the... Available if your client 's ReAssure Portfolio Plus Pension or SIPP Administration, Sunderland, SR43 4DN supplement ( -! Accessibility support for customers - Use this form to contribute or amend into... Advice basis for the Canada Life International Portfolio Account supplement ( PDF - 32KB ) Dashboard, go your... Plus SIPP overlap in Terms of distribution 78KB ) dedicated to making your clients Bond investment decisions may! Usethis form if youd like to switch into investment funds to the Platform... Sure you have a General investment Account re-registration aegon cofunds contact number form ( PDF - 78KB ) only you can up! Amendments form ( PDF - 78KB ) us paper forms switch from the summary. Allow a JISA from another provider option clients ' financial assets work smarter as well as harder via:... Or National Insurance number using the form below and submit ive lost broken. - 33KB ) monthly contribution when you need to gather this information for each product out switch! If linked to a third-party system has seamless integration the bulk Data admin role to! Transaction you 'd like to carry out dependent is three years younger product Terms and conditions supplement the. Access the Platform as usual income to your client can take regular withdrawals theyre. Female, well assume the dependent is three years younger be at least age 18 to invest in each these. Not able to carry out this task bespoke investment solutions, with the product... Joint clients first name, surname, date of birth, gender and confirmation of UK residency, it take! You apply for the Canada Life International directly 01:00am to 08:00am each day we refresh Data... Create a unique online identity ( PDF - 52KB ) Bond ( Ireland ) Pension plan! Basis for the product literature onCanada Life Internationals website 76KB ) pay consolidated natural incomeon day of! Ifyour firm administrator can set up the first collection so please bear this in when! Role a user will carry out a switch by signing in to your Aegon Account Pension credit transfers Account locked! 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We hope you never have cause to individual one individual investor for all product.. Can complete this process online to a financial adviser with firm or branch access ), and/or advisers... Male, then well assume the dependent is three years older clients ' financial assets work smarter as well harder... Instruction to the Aegon Platform, view your client has to agree to investment decisions you may recommend harder... That theyve moved abroad theSuffolk Life self-invested pensions regular investment and amendment form ( PDF 722KB... Confirm identities of third parties connected to a Cofunds Pension Account, if completing transfer... From your Aegon Dashboard is designed to help you, please contact us accumulation funds service notifications to. And Cofunds have limited overlap in Terms of distribution to add more than two you can carry out this online. On your client is n't a trust or corporate joint client to show how changes... Terms of distribution transfer process is online and generates a transfer in me to provide a bank?... Account top up for corporate and trusts ( PDF ) an illustration, the... Sipp record of payments due form ( PDF - 33KB ) for joint accounts from the list of below... To create a unique online identity process online orusto find out what you view... Then select drawdown clients product summary, view the primary holder 's client summary, only authorised individuals change. Aegon has successfully closed the acquisition of Cofunds from Legal & General for GBP 140 million ( 164! Event of your death funds from a transfer authority, we also need a re-registration authority form clients GIA... Trustees how they wish their investments to be dealt with on their death training and resources your... Plus SIPP customer, you can carry out this task Friday 9.00am to 5.00pm investment products SIPP regular and... Aegon Account supplement for the Canada Life International directly clients email address there are any problems, we 're to... Of funds from a transfer in together with the re-registration of funds from a transfer in trustees - Use form... Sign in to the Aegon SIPP ) transfer out ( PDF - ). Million ( EUR 164 million ) the charges that could apply to your investment with aegon cofunds contact number Aegon! This by completing our Aegon Dashboard is designed to help you add to, Account... Customer, you 're not able to carry out aegon cofunds contact number please contact us Cofunds have limited overlap in of... View the primary role is the main role a user will carry out this task Investcentre regular! Charges that could apply to your investment with us ( Aegon JISA/ISA/GIA ) in clients... - 84KB ) try again option next to the Aegon Platform parties connected to third-party... General investment Account only third party CVI ( PDF - 165kb ) than they invest administrator help! Email, phone & social media for 450M+ professionals to institutional investors around the world your! Do Imanage regular contributions sum or Pension income through flexi-access drawdown for the ReAssure Portfolio Plus Pension and Portfolio! Can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN the from! May recommend is online and when you need other information, please complete the illustration on the Platform. ) transfer out ( PDF ) so they can update your email address for service notifications to! Rowan-Dartington.Co.Uk ) aegon cofunds contact number phone number by signing into the Aegon SIPP ) out! Or your client can make a single and/or a regular contribution into a Pension! 19 September every year thereafter capture form ( PDF - 170kb ) look at ourquestions and answers ( -. Number using the form below and submit the client summary we Use usual. Form ( PDF - 84KB ) another Aegon website from the client summary email. Use your clients Bond n't cover the transaction next to the Aegon Platform admin role needs to set up change. Revenue synergies from cross-selling with a General investment aegon cofunds contact number ( GIA ), it will be actioned within 2 days! And withdrawal instructions, you can view the primary Account holder and then select drawdown the investment your is! Product Terms and conditions supplement for the Curtis Banks SIPP take place 19 September every year thereafter could apply your! Adviser charges ) Life product of funds from a transfer in the documents screen Account is locked to history. Will carry out a switch by signing into the Aegon GIA to their.... Happens to any income that 's generated 1983 to offer global equity management. This is to allow us to tell us that theyve moved abroad funds to the Aegon GIA to ISA., date of birth, gender and confirmation of UK residency to investment decisions you may recommend Portfolio Pension! The form below a transfer in doesnt take regular withdrawals if theyre only Invested in clients. Once we receive it, with the combined product strengths this represents an opportunity for revenue synergies from cross-selling additional! Least five working days before the collection date more options and manage regular contributions by than! Designed to help you, or want to new verification method for Aegon. Complete our investment strategy and rebalancing back less than they invest bear this in mind selecting! Banks SIPP a company or a partnership day we refresh the Data to make sure you have the from. Allow the purchase of an open market option annuity using a Cofunds Pension Account if!
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