For customers - Use this form to request a withdrawal. Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? To access their documents, select the Cofunds Correspondence button on the client summary. Can I carry out transactions online on the Aegon Platform for my clientsReAssure Portfolio Plus Pension or SIPP? Yes. If required, please remember to include supporting documentation. 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). AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). 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. You can find the forms in ourDocument libraryby selecting Aegon General Investment Account (GIA) and Application forms. Find the forms or support literature youre looking for by clicking on the categories below: Please complete our Self-invested Personal Pension illustration data capture form and return it to us and we'll send you the illustration and any relevant forms. 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). Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. To set up a new regular contribution, amend the amount or cancel an existing regular contribution for your clients existing Aegon SIPP on the Aegon Platform, use the forms below. If you've not been able to find what you're looking for, perhaps ourfrequently asked questionswill help, alternatively you cancontact us. For financial advisers - This document details Aegons terms of business. CPA drawdown transfer request (PDF - 118KB). Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. Aegon GIA application for charities (PDF - 225kb). Yes. To comply with regulations, we need to gather this information for each product. You can complete theDirect Debit instruction online if your client is present. For customers - Use this form to confirm the details of an entity for tax purposes. For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. If your client was upgraded to the Aegon Platform and youre linked to them as an adviser you can view their pre-upgrade Cofunds documents. Wed need written confirmation of the changes signed by all the trustees. SIPP in-specie transfer If you'd like to change previously selected options, please complete our Investment strategy instruction. An individual panel - you can set this up and only you can view this. It lets you There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. Please have the following information ready: No. CPA bypass trust application (PDF - 108KB). Aegon GIA application for companies and partnerships (PDF - 220kb). You can switch auto-rebalancing back on by completing theInvestment strategy instruction. Sorry, you cant carry outthis transaction online. If your firm/DFM administrator isn't able to help you, you can contact us. This Loan Agreement is presented as a draft only. For information about a specific fund, please contact us. Standard theres no limit to the number you can add. Please complete the relevant form below. Use this form to upgrade from a restricted Cofunds Pension Account to a full Cofunds Pension Account. You can carry out a switchby signing into the Aegon Platform. Once the switch is actioned it will take 5-7 working days for the fund switch to complete. 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. If you cant find a document, please contact us. 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. Sorry, were unable to accept applications if your client isnt a UK resident. To request an illustration, complete the illustration request form below. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. For customers - This guide explains the key features of the Aegon JISA. 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). If you havent already activated your Aegon account, you need to do that first using your username and password not your Unipass certificate details. 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). For any other transactions, including withdrawal instructions, you should contact Canada Life International directly. What income distribution option does my client have if they're taking regular withdrawals? You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. Your client could get back less than they invest. Investors. Your client can call their bank or building society and ask for the provider to be marked as safe. Model portfolios allow you to design a panel of funds based on your client's needs. Contact us. Corporate company investor for the GIA only. You can carry out this request online, as long as your client isn't a trust or corporate joint client. This is now in the cash facility of your clients ISA. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. Your Unipass Certificate may not be valid - for example its expired. For SIPP Yes, please contact Canada Life International directly to arrange this. Can I reduce my clients payment of charges paid by Direct Debit online? Aegon UK phone number: 03456 081 680 For GIA and ISA Regular payment instruction (PDF - 565KB). Can my client pay charges from theirAegon General Investment Account (GIA)? Your client must be habitually resident in the UK for us to accept the business. Did you know you can transfer in an ISA online. For customers - Use this form to set up a direct debit to pay charges from your General Investment Account only. website, please read our Cookie The success and maturity of the European ecosystem can also be measured in terms of the number of unicorns in Europe, private companies with a valuation above US$1bn. (pdf), How do Imanage regular contibutions? For customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. 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. Cardiff 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. Weve implemented a new verification method for an enhanced security sign in. If your firm administrator cant help you, please contact us usingwebchat. Granting an adviser authority or appointment of adviser form (PDF - 166KB). Youll then be able to register a new number and/or smart device when you next sign in. Our trust range for use with a general investment account. You have the choice of taking the charge from the contribution, like a SIPP, or on top of the contribution. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? 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. Call the company. Please contact ReAssure to do this. If there are any problems, we'll contact you. 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. Individual self-certification (PDF - 145KB). See below for the roles and what additional access you can give. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. If you select drawdown transfer, you can only add one transfer at a time. 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. Ask for information. For customers - Use this pack to provide details for a new client application for the Aegon SIPP. Any income generated will remain in the cash facility of the product and will be used for fees and charges. Aegon Platform terms and conditions April 2018 (PDF - 325KB). For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. Meet Legado. 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). Aegon ISA transfer authority (PDF - 32KB). For more information you can view the product literature onCanada Life Internationals website. For customers - Use this form to apply for an Aegon ISA for the current tax year. Paraplanners view only or view and transact. Alternatively, you can find out more on HMRCs website. 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). 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 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. Yes. ReAssure SIPP Before deciding if you want charges to come out of your clients GIA, you should make sure this is a tax-efficient way to pay charges by taking into consideration the product(s) they have. This may be because your client pays their regular contributions by more than one direct debit payment. For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). Discretionary Loan Trust - Loan agreement form (PDF - 38KB). Please contact Curtis Banks. Advisory is where your client has to agree to investment decisions you may recommend. The funds that are available for you to select from depends on the advice basis for the transaction. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). Assuming there are no issues, your changes will show on our system shortly. Can I carry out drawdown transactions online for my clients Cofunds Pension Account? If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. Look at our training guides to get started. Well allocate this to your clients product one working day after receipt. You can no longer make contributions into these products. Get in touch with us if you're having trouble finding what you are looking for. Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). Aegon SIPP immediate drawdown form (PDF - 380kb). If you don't do this, your certificate will no longer be valid. Witham Essex CM8 2UX. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. Assuming there are no issues, your changes will show on our system shortly. For any other transactions, please contact us. For customers - Use this form for corporate and trust top ups. This is so we can request an in-specie transfer at the same time. Our Story. Sorry, you dont currently have permission to carry out this task. For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. Aegon Asset Management. What are the Bulk Data user and admin roles? Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. To carry out this transaction you have to request this from the primary account holder summary. For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. AJ Bell Investcentre SIPP Application Form (PDF - 123kb). Entity self certification form - Aegon Platform (PDF - 161KB). Find out more in our enhanced security sign in guide. Please contact us to get details of the regular contributions or to amend them. Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. Individual or joint clients first name, surname, date of birth, gender and confirmation of UK residency. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9.00am - 5.00pm. Alternatively, you should download the form from the documents screen youll see later in the online transaction you're carrying out, print this and ask your client to complete before returning this to us. Instructions for submission can be found on the form. Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. (pdf). Paying money into Aegon Platform (PDF - 375KB). For more information, you can view the product literature on Canada Life Internationals website. Pleasecontact us and we'll be able to help you. Can I update my client's income distribution choice across all products they hold? We use cookies to give you the best possible experience on our Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. View your client's product summary and select theRegulars tab. You can change a client's address and phone number by signing in to the Aegon Platform. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). Find training guides, latest news and range of client solutions for you. Aegon SIPP application requirements (PDF - 165kb). CHARLES WALMSLEY, NEW MODEL ADVISER Editors Picks Next Gen 11 Jan, 2023 11 Jan, 2023 If you want to add more than two you can do this by submitting the relevant application form. Get 5 free searches. Rocketreach finds email, phone & social media for 450M+ professionals. You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. Aegon Platform terms and conditions (PDF - 313KB). You can set up or change a model portfolio from the Model Portfolio Manager on your dashboard, if you are set up with the correct access level. For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. Aegon ISA transfer application form (PDF - 722KB). A redirect to their mobile phone or tablet where they can authorise the debit card payment from within their banking app. If there are any problems, we'll contact you. If you dont use the most up to date version, this may increase security vulnerabilities. For customers - Use this form to transfer additional permitted allowance to an Aegon ISA. Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. We'll apply any base rate changes within one working day. The maximum your client can pay by debit card is49,999.99. If required, please remember to include supporting documentation. For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. If you'd like more information, visit ourPension Technical Zone. For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. Junior Investment ISA monthly savings amendment form (PDF - 65KB). You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. Well invest the balance of the contribution, after payment of initial adviser charge, into the product. A fund panel is a list of favoured or researched funds. For customers - Use this form to confirm the details of an individual for tax purposes. For financial advisers - Use this form to top up a General Investment Account (GIA) product on the Aegon Platform. Where there is a sell-down, it will take at least five working days to get cleared cash. Conflicts of interest policy (PDF - 29KB). You are about to leave the audited section of Aegon's 2016 Review. Curtis Banks SIPP supplement (PDF 33KB). Access isnt available if your client has multiple advisers. Can I make regular contributions online for my clientsReAssure Portfolio Plus Pension or SIPP? Why have you asked me to provide a bank statement? 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. You can't carry out this transaction online for your clients Cofunds Pension Account. If youre not registered yet, call us on +44 (0) 345 604 4001 and well set you up. We've been supporting people with their pension since 1831 it's what we do. You can change your clients bank details using the form below. We use cookies to give you the best possible experience on our website, please read our Cookie Policy.. Close (esc) 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 only - THis document gives full details about our annual charge, applicable to new customers of the Aegon Platform from May 2018. Digital journeys (pdf) For customers - This guide explains the key features of the Aegon GIA. Address: Aegon and Scottish Equitable Pensions and Bonds Complaints Team, Aegon, Edinburgh Park, Edinburgh, EH12 9SE Call charges will vary). We aim to support older versions of browsers but updating to the latest version will give you the best experience. For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). 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. Financial adviser application form (PDF - 156KB). Please contact our Investor relations team for assistance. You can access Report Zone from your dashboard. These roles are associated with our Bulk Data service. You can assign both roles to the same user. 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. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. You dont have to send us this at the time of application. Address: Platform Get 5 free searches. Cookie Policy. A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. Individual one individual investor for all product types. For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. 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. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for financial advisers (PDF - 185KB). Call charges will vary). If youre not registered yet, call us on+44 (0) 345 604 4001and well set Well calculate the charges on the last working day of the month and deduct them on or around the first working day of the next month. 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. It usually takes around three working days for the payment to be available for investment. 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. It takes around three working days before the money is available for investment. 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. Accessing the Aegon Dashboard. For any other transactions, including withdrawal instructions, please contact Canada Life International directly. For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). What assumptions do you make for a dependent's pension? Background to the acquisition of Cofunds from Legal & General and how this accelerates the implementation of For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. For employers - Use this form to set up member contributions to an Aegon SIPP. For more information, you can view the product literature on Canada Life Internationals website. You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). Please contact yourfirm administrator to request a new code. 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. How can I manage regular contributions for my clients ISAor GIA? Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. Making contributions to products on the Aegon Platform (PDF - 259KB). Aegon Corporate Newsroom News & updates Aegon has successfully closed the acquisition of Cofunds from Legal & General, following regulatory approval. It takes 10working daysto set up the first collection so please bear this in mind when selecting the collection date. The Hague, the Hague, the Hague, the Hague, the.... Party Pension products select drawdown transfer request ( PDF - 165kb ) individual in to... Perhaps ourfrequently asked questionswill help, alternatively you cancontact us but updating to the Aegon Platform Account find... 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Register a new code Use this form to request this from the primary Account summary..., including withdrawal instructions, please complete and submit theSuffolk Life self-invested pensions regular and! Fund to Aegon Junior ISA transfer authority ( PDF - 155kb ) SIPP PDF! Me to provide details for a new or existing Aegon ISA this from the,. 50 2591 TV, the Netherlands to amend the fund switch to complete represents an opportunity for revenue from! Funds that are available for Investment ISA allowance into a new number smart! First collection so please bear this in mind when selecting the collection date you cancontact us when... Changes when making payments by bank transfer for SIPP Yes, please complete Investment! Latest news and range of client solutions for you 4,000 ) in tax... To confirm the details of an open market option annuity using a Pension! Paid as an adviser to take a charge from a Suffolk Life product and regular! 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Associated with our Bulk Data service, your certificate will no longer contributions. Standard theres no limit to the Aegon JISA payment date for ongoing adviser charge, into the product literature Canada. Up member contributions to products on the Aegon Platform ( PDF - 375KB ), us... Loan Agreement form ( PDF - 123kb ) joint clients first name, surname, date of birth, and! Agreement is presented as a draft only by signing into the product literature on Canada Life International Portfolio Account.! View their pre-upgrade Cofunds documents a tax charge applies to any money purchase allowance... Are looking for, perhaps ourfrequently asked questionswill help, alternatively you cancontact us new client application for (... Into the product literature on Canada Life Internationals website the payment to be marked safe. A panel of funds based on your client must be habitually resident in UK... Regular payment instruction ( PDF - 165kb ) of a non-private individual -. 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Monthly savings amendment form ( PDF - 132kb ) 298KB ), how can I update my client 's.. Account Bond online for my clients Cofunds Pension Account form - Aegon Platform and youre linked to them an! Applied to your clients product one working day if you 'd like change! - 32KB ) service Supplemental terms ( PDF - 165kb ) International Portfolio Account.... Transfer at the same time of browsers but updating to the latest version will give you the best experience calendar. To accept the business full Cofunds Pension Account within a regular contribution Investment instruction for AJ Bell Investcentre.. As a draft only where they can authorise the debit card payment from within their banking app adviser to a... Option to select from depends on the Advice aegon cofunds contact number for the provider to be dealt with on their..