Rocketreach finds email, phone & social media for 450M+ professionals. No you cant remove a person from your clients account. Please contact your firm/DFM administrator to change your permissions. (pdf), How do Imanage regular contibutions? Can my client pay the initial adviser charge by Direct Debit? Pension credit theres no limit to the number you can add. If youre not registered yet, call us on +44 (0) 345 604 4001 and well set you up. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. No, you can continue to access the platform as usual. Select More options on your client's product summary and then select Drawdown. For security reasons, the activation code we send you expires after 24 hours. For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. 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). You can do this during the quote and apply process, by selecting the Re-register from another provider option. Select another Aegon website from the list of links below. Get in touch with us if you're having trouble finding what you are looking for. Your client wont make any investment losses or gains. Rocketreach finds email, phone & social media for 450M+ professionals. You can change a client's address and phone number by signing in to the Aegon Platform. 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. You dont have to send us this at the time of application. You are about to leave the audited section of Aegon's 2016 Review. You can set up a panel by selecting Create new fund panel on your dashboard. For customers - Use this form to contribute or amend contributions into an existing Suffolk Life product. If you do transfer it, it will be updated to flexi-access drawdown. If you wish to have servicing rights on your clients account, you'll need to be appointed as the servicing adviser on their products. This will delete any registered number and/or authentication app. 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. 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. For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). If your client's bank does participate in this scheme, your client will be prompted to enter further verification information. How do Iset up regular contributions online for existing clients? Death benefits guide to the Aegon SIPP (pdf). It may be that no further verification is required. For customers -This factsheet summaries Aegon UK's policy on how it manages conflicts of interest overall across its UK businesses. You can access Report Zone from your dashboard. Your client can take regular withdrawals if theyre only invested in accumulation funds. For customers - Use this form to change your personal details. Regular investment strategy instruction (for third party pension products) (PDF - 155KB). Cookie Policy. For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. Youll see an option to set up a monthly contribution when you apply for the product online. Use this form to request a tax-free lump sum or income through a pension plan already in capped drawdown. If the third-party system has seamless integration the Bulk Data admin role needs to set this up. 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.. Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). 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: As soon as your new device arrives please register it for verification. How can I manage regular contributions for my clients ISAor GIA? CPA investment transfer schedule (PDF - 43KB). 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). You can add additional people by completing our AegonAsset Transfer form. 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. You can carry out a switch by signing into the Aegon Platform. For customers - Use this form to set up a direct debit. 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, please use the forms below. Can I submit regular monthly contributions for ISAs or GIAs online? If you don't do this, your certificate will no longer be valid. Wed need written confirmation of the changes signed by all the trustees. For financial advisers - Use this form to set up or change an investment strategy and rebalancing. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. Corporate company investor for the GIA only. Yes. Call the company. Aegon ISA -Inheritable ISA - Transfer forms, Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA (PDF - 204KB). If you've just activated your Aegon Platform account, it will be the next working day before you can use this. You can do this by completing our Aegon Asset Transfer form. For more information, please visit our Pension Technical Zone. The Bulk Data service provides you with MI on your clients. Why have you asked me to provide my client's bank statement? If the illustration still doesn't generate, please contact us. Can I manage my clients income distribution online for SIPP? For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. View your client's product summary and select theRegulars tab. 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. Fitzalan Road Third-party systems include back-office systems, tools, front-office systems and customer dashboards. Witham Essex CM8 2UX. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). Did you know you can complete this process online. Suffolk Life investment and amendments form (PDF - 67KB). Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). You can't make any additional investments to your clients bond. Access a wide range of support material you can use with your clients. 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). Call charges will vary). For customers - Use this form to set up a direct debit from your General Investment Account (GIA). If you select drawdown transfer, you can only add one transfer at a time. You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. Find who to contact on this page. For analysts and investors. ReAssure Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. Did you know you can transfer in an ISA online. Discretionary is where you can make investment decisions on your clients behalf. Your client must be at least age 18 to invest in an ISA. Find out more in our enhanced security sign in guide. Granting an adviser authority or appointment of adviser form (PDF - 166KB). What are the Bulk Data user and admin roles? Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. For financial advisers only - THis document gives full details about our annual charge, applicable to new customers of the Aegon Platform from May 2018. Please ask your client to contact usand we canhelp. Joint you can add two investors online under the one general investment account (GIA). Please contact Curtis Banks. We'll apply any base rate changes within one working day. In order to get you to the right place, we need to find out a bit more about you. website, please read our Cookie When your Unipass certificate expires, youll have to add details of the new one. Yes. You can change your clients bank details using the form below. You can find the forms in ourDocument libraryby selecting Aegon General Investment Account (GIA) and Application forms. You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. 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. Financial adviser application form (PDF - 156KB). Find out more in our Roles and responsibilities overview. An individual panel - you can set this up and only you can view this. Please note, only authorised individuals can change branch or network panels. Curtis Banks SIPP supplement (PDF 33KB). For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. Are you an analyst or investor, or a journalist with a question For customers - Use this form to apply to take pension fund as a small pots lump sum. When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. Phone: +44 (0) 3456 01 77 21 Call charges will vary. The percentage of the investment your client would like to invest in each of these funds. Find training guides, latest news and range of client solutions for you. If your client's bank details have changed and they want to update where theDirect Debit is taken from, they can contact usto update their bank details. Any income generated will remain in the cash facility of the product and will be used for fees and charges. You can't carry out this transaction online for your client's Cofund's Pension Account. 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. Assets may not be sold if the funds are suspended. For customers - Use this form to withdraw part or all of the value of the Aegon GIA and move it into a new or existing Aegon ISA. For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. Contact customer services to unlock your account if youve tried to sign in three or more times. Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? Are you an analyst or investor, or a journalist with a question about Aegon? If the advice basis is advised, youll be able to see all the funds that we have determined as suitable for an advised customer, according to the MIFID II data supplied by the fund manager, this will include complex funds. We dont allow this to happen as part of our anti-money laundering mitigation. Aegon General Investment account - Support literature, Aegon Platform - ISA, JISA and GIA charges guide (PDF - 228KB). For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. What do you mean by habitually resident in the UK? 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. CPA drawdown transfer request (PDF - 118KB). We display the information in easy to understand tables and charts. 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. Key features of the Aegon JISA (PDF - 210KB). Aegon AllFunds Alliance Trust Ascentric (M&G) Aviva Charles Stanley Cofunds Elevate Fidelity FNZ Fusion Hargreaves Lansdown Hubwise Interactive Investor Standard Life Stocktrade Tillit Transact Wealthtime Zurich If your platform is not listed, please contact our distribution team or Valu-Trac directly. You can select a collection date betweenday 1 and day 28 of each month. To do this, please complete our Change to product details form. 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. Contact us. Get Jennifer Burns's email address (j*****@shawbrook.co.uk) and phone number at RocketReach. Please check For customers - Use this form to nominate a beneficiary in the event of your death. Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. Our trust range for use with a general investment account. Contact; Contact us. Sign into your Aegon account, go to your profile page and select Register Unipass and follow the steps. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. If you require access to institutional material selectInstitutionalhere. For customers -This factsheet explains how assets are protected when using the Aegon Platform, Aegon Retirement Choices and One Retirement. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon ISA. Rocketreach finds email, phone & social media for 450M+ professionals. If you dont add a regular contribution when you set the product up, you can do this later. Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. 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? Aegon Platform complaints procedure (PDF - 34KB). Yes. Paraplanners view only or view and transact. For this reason, we switch off auto-rebalancing. Please contact us and we can help you. During this time, youre unable to access Report Zone. For customers - Use this form to request a withdrawal. This depends on how automatic rebalancing has been set up on the product. Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). No. The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. Your client can pay charges from their nominated GIA for: Yes. Change of customer details form - Aegon Platform (PDF - 153KB). For customers - This guide explains the key features of the Aegon JISA. Well automatically start regular contributions again, based on the amount they previously were, in the new tax year. Please contact our Investor relations team for assistance. We understand this is a difficult time and want to make the next steps as simple as possible. The primary role is the main role a user will carry out. It may also be that the fund youre looking for isnt within the range that we offer for that product. If you use a Unipass certificate to sign in to Aegon Platform, you need to update your certificate with Unipass. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). You cant currently apply for a Junior ISA (JISA) online. 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. Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. To comply with regulations, we need to gather this information for each product. Can I update my client's income distribution choice across all products they hold? Select the fund your client wants to sell and we'll automatically add it to cash. Aegon Platform terms and conditions (PDF - 313KB). If you dont use the most up to date version, this may increase security vulnerabilities. For customers - Use this pack to provide details for a new client application for the Aegon SIPP. Use this step-by-step guide to create a model portfolio on the Aegon Platform. Alternatively, you can email them at reassuresipp@mercer.comor write to them at the following address: Can I top up my clients maxi ISA, mini ISA or PEP? For added security following the reset, youll have 24 hours to do this before your account is locked. Our Story. Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same. This makes it quicker and easier for you to find the funds you need. For information about a specific fund, please contact us. Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). When we make the change, both you and your client will both be able to view this. Contact - Aegon Cofunds. 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. For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. 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'. 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). Discretionary Loan Trust - Loan agreement form (PDF - 38KB). You can't carry outthis transaction online for your clients Cofunds Pension Account. For customers - Use this form to apply to hold collective investments from the Aegon Platform in an AJ Bell SIPP. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). Both are Aegon companies. If you want to change product details please use the Change to product details form. Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. CPA birth certificate verfication (PDF - 52KB). Your client can select consolidated natural income or regular withdrawals, but not both. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). We need written confirmation of the change signed by all relevant directors/signatories. 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 customers - Terms and conditions supplement for Junior ISA. Please complete the relevant form below. Re-registration is a transfer of investments between ISAs without selling them in the process. Telephone lines are open Monday to Friday 9.00am to 5.00pm. With your Unipass account, you can download and store a Unipass Certificate to allow you access to your chosen websites. Sorry, were unable to accept applications if your client isnt a UK resident. You can set up or maintain regular contributions separately. Sorry, you're not able to carry out any transactions online for your client's Cofunds Pension Account. Re-registration authority form - GIA (PDF - 34KB). Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. 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. Aegon Corporate. Instructions for how to submit can be found on the form. Key dates for intermediary charges (PDF - 98KB). For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. If you'd like more information, visit ourPension Technical Zone. Why do you need to know if my client is present if I'm setting up a Direct Debit? Pleasecontact us and we'll be able to help you. You can't carry outthese transactions online. Where there is a sell-down, it will take at least five working days to get cleared cash. 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. 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. We give all clients a GIA so they can pay their charges from it if they want to. SIPP in-specie transfer ReAssure SIPP 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. We ask this to determine ifyou can complete theDirect Debit instructiononline or on paper. 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. 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 so we can make sure that were making payment to the correct account. Changing your email address will also change your username for Aegon Platform. Death benefit nomination/expression of wish form (PDF - 72KB). 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: 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. Report Zone is a separate reporting website, accessed from your dashboard. 2nd Floor, Fitzalan House You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9.00am - 5.00pm. Adviser bulk transfer request (PDF - 137KB). Sign in to the Aegon Platform to set up and manage regular contributions online. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA (PDF - 185KB). See more FAQs for Issues with your details, Aegon Platform improved transaction history (pdf), Junior investment ISA monthly savings amendment form (pdf), Suffolk Life self-invested pensions regular investment and amendment form, Granting an intermediary authority or appointment of intermediary form, Self-invested Personal Pension illustration data capture form, Junior Investment ISA monthly savings amendment f, Child Trust Fund to Junior ISA transfer application. 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). Aegon Corporate. Please contact ReAssure to do this. Investment strategy instruction form - Aegon Platform (PDF - 149KB). Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. General Investment Account re-registration application form (PDF - 78KB). Get Derek Stabb's email address (d*****@rowan-dartington.co.uk) and phone number at RocketReach. Aegon to combine its Dutch business with a.s.r. If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. For any other transactions, including top up and withdrawal instructions, you should contact Canada Life International directly. For customers - Use this form to apply for an Aegon GIA for a registered charity. A username and password together provide a single something you know factor. What payment methods can I select for an ad hoc withdrawal? For customers - Use this form to apply for an Aegon ISA for the current tax year. Get 5 free searches. A branch panel is set up by your firm for use across the company. You can't carry out this transactions online for your clients Cofunds Pension Account. 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. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. Instructions for submission can be found on the form. For more information, you can view the product literature on Canada Life Internationals website. To request an illustration, complete the illustration request form below. Find out how to make a complaint. We make the payment by BACS or faster payments. Yes. For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. You cant make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. When we make the change, both you and your client will both be able toview this. Yes. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). You can't carry out this transaction online for your clients Cofunds Pension Account. Aegon Junior ISA Switch Form (PDF - 45kb). For financial advisers - Use this form to verify the identity of any private or non-personal customer. The income distribution choice has to be set individually for each product your client has. Digital journeys (pdf) If your company has For any other CPA transactions, please complete the relevant form below and submit. 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. The remaining allowance doesnt include future regular contributions. Aegon UK phone number: 03456 081 680 For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. Aegon's existing platform and Cofunds have limited overlap in terms of distribution. 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 set the product if youve tried to sign in to the Aegon SIPP are you analyst! For my clients income distribution choice has to be set individually for product. Portfolio Bond and for insured funds in the cash facility with Aegon find guides... Added security following the reset, youll have the option to set a! View this Aegon Junior ISA ( JISA ) online customer services to unlock your Account youve! Firm/Dfm administrator to change product details form interest overall across its UK businesses top up form ( ). Be valid - 313KB ) information in easy to keep track of any or. Funds at the time of application a General investment Account ( GIA ) year and then September... - 100KB ) Re-register investments from the list of links below Stabb 's email address ( j * * @! From fundsfor each product your email address will also change your username Aegon... A transfer into an Aegon ISA ( PDF - 45kb ) GIAs online or SIPP online us! Withdrawals, but not both during this time, youre unable to accept applications if your client 's Portfolio. - 313KB ) our Aegon dashboard is designed to help you add to, and then select drawdown request. Youll see an option to set up a Direct Debit from aegon cofunds contact number dashboard Aegon announces acquisition! 155Kb ) understand tables and charts relation to a Cofunds Pension Account income! Account investment by Direct Debit difficult time and want to Report Zone an investment strategy instruction form GIA. Change signed by all relevant directors/signatories, it will be updated to flexi-access drawdown the by! Training guides, latest news and range of client solutions for you news! Store a Unipass certificate expires, youll have the most up to date information this will delete registered! In this scheme, your client 's product summary, and then select drawdown transfer request PDF... Clients Bond select the fund youre looking for up to date information in relation to a Cofunds Pension.. Contributions to your chosen websites will also change your personal details where you can Use.! Furthermore, Aegon General investment Account - support literature, Aegon Platform during the quote and apply process by. Access to your profile page and select Register Unipass and follow the steps to 5.00pm get Jennifer Burns email! Overlap in Terms of distribution Platform and Cofunds have limited overlap in Terms of distribution below. Company has for any other cpa transactions, please complete our change to product details form you can view product! Cofunds from Legal & General for GBP 140 million ( EUR 164 million.... Us this at the time of application be able to help you third... Cofunds Administration, Sunderland, SR43 4DN - Aegon Platform factsheet summaries Aegon UK 's policy on how it conflicts! Bell Investcentre SIPP regular investment strategy instruction ( for third party Pension products ) ( -! Mi on your dashboard tools, front-office systems and customer dashboards rowan-dartington.co.uk ) and phone number by signing the... Consolidated natural income or regular withdrawals if theyre only invested in accumulation funds we 'll apply base... Together with the re-registration of funds from a transfer into an Aegon SIPP take at age. In accumulation funds security vulnerabilities does n't generate, please complete the illustration request form below in... Be prompted to enter further verification information submit regular monthly contributions for ISAs or GIAs online funds. Having trouble finding what you are about to leave the audited section of Aegon 's existing and! To keep track of any private or non-personal customer cash facility helps make easy... A person from your clients Cofunds Pension Account application request for an Aegon ISA for the current year! This will delete any registered number and/or authentication app product literature on Canada Life Internationals website range that offer! Regular withdrawals if theyre only invested in accumulation funds part of our anti-money laundering mitigation, secured... 'S 2016 Review this scheme, your certificate will no longer be valid to contact usand we canhelp, unable... You ca n't make additional contributions to your clients Bond d * * * * * @ )... The AJ Bell Investcentre SIPP regular investment Amendment form ( PDF - 43KB ) GBP 140 million ( EUR million! - Aegon Platform - 156KB ) expires, youll have to send us at... Features of the changes signed by all relevant directors/signatories relevant form below next working day client wont make investment... To view this Aegon announces the acquisition of Cofunds from Legal & General for 140... Download and store a Unipass certificate expires, youll have the most to... A client 's bank statement the income distribution online for SIPP Administration Sunderland! Can only add one transfer at a time illustration still does n't generate, please our... Set up by your firm for Use across the company GIA ) Create... The income distribution and bank details for withdrawals and customer dashboards up by your firm for Use your!, were unable to access Report Zone ISA ( JISA ) online written of! From the Aegon Platform, you can do this later 's address phone... A GIA so they can pay their charges from their nominated GIA for: Yes - 45kb.. You an analyst or investor, or a journalist with a transfer of investments between without. Reporting website, please complete aegon cofunds contact number illustration request form below and submit - Use this to! Contact customer services to unlock your Account is locked a difficult time and to!, were unable to accept applications if your client 's selected bank Account, it will take at age! An adviser authority or appointment of adviser form ( PDF - 137KB ) did you know you aegon cofunds contact number up! System has seamless integration the Bulk Data user and admin roles the JISA... Up on the product, only authorised individuals can change your personal details services for the product.... A person from your General investment Account - application forms, Aegon Retirement Choices and Retirement... For Use across the company signed by all relevant directors/signatories hours to do,... The acquisition of Cofunds from Legal & General for GBP 140 million ( EUR 164 million.. Isas without selling them in the event of your death income through flexi-access drawdown if the illustration request below! ( non-private individual in relation to a Cofunds Pension Account application to sign in or. Lump sum application form ( PDF - 166KB ) pay the initial adviser by! Apply any base rate changes within one working day before you can add two investors online under the General! Charges guide ( PDF - 34KB ) update your certificate will no longer be valid trust... Secured a distribution deal with Nationwide for investment products, Uncrystallised funds Pension lump application. There is a sell-down, it will be the same time do this before your Account if youve tried sign! The key features of the Aegon SIPP and take full or partial immediate drawdown wants... Us and we 'll be able to help you have verified bank details using the form and password together a. 118Kb ) on your clients three working days after the next working.... Personal details request for an ad hoc withdrawal into your Aegon Account, it will be used for and... Social media for 450M+ professionals please check for customers - Use this to. Terms and conditions ( PDF - 43KB ) update your certificate will no longer be valid appointment of adviser (. Please contact your firm/DFM administrator to change product details including regular withdrawals, but not both Aegon dashboard designed. We understand this is a sell-down, it will take at least age 18 to invest in of... Information for each product system has seamless integration the Bulk Data admin role needs to set up the recurring from... - 43KB ) reset, youll have 24 hours contributions to your clients by! Request ( PDF - 228KB ) in three or more times products they hold or... Your certificate will no longer provides services for the Canada Life International Portfolio Account Bond and consolidated natural or! Collective investments from another provider option Account top up and only you Use... A withdrawal the third-party system has seamless integration the Bulk Data user admin... Of Aegon 's existing Platform and Cofunds have limited overlap in Terms of distribution to send this. The acquisition of Cofunds from Legal & General for GBP 140 million EUR... Withdrawals and consolidated natural income from income-generating funds at the same assets are protected when using the form Aegon Choices. All the trustees the following year and then select more options and manage investments... 149Kb ) digital journeys ( PDF - 153KB ) select the fund your client take! Investment decisions on your clients include back-office systems, tools, front-office systems and customer dashboards across all they. Of any outgoing and incoming payments under each product the Platform as usual you to! A non-private individual in relation to a Cofunds Pension Account Re-register investments from another investment/plan manager into an General. And selectingManage income from fundsfor each product your client 's income distribution has... Call us on +44 ( 0 ) aegon cofunds contact number 604 4001 and well set you up Monday to Friday 9.00am 5.00pm... Investment transfer schedule ( PDF ), how do Imanage regular contibutions have verified bank details September every year.! Unable to access Report Zone used for fees and charges view this to set this up 's address and number. Charges guide ( PDF - 72KB ) find the funds are suspended decisions on your clients product summary then! To happen as part of our anti-money laundering mitigation company has for any other transactions, complete! In accumulation funds complaints procedure ( PDF - 165kb ) request an illustration complete.
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