Investor protection what you should know (PDF - 36KB). For each product, we need to know the relationship between the adviser and the client. This will delete any registered number and/or authentication app. Key features of the Aegon SIPP (PDF - 300KB). Canada Life International Portfolio Bond supplement (PDF - 30KB). website, please read our Cookie Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? 2nd Floor, Fitzalan House It may be that no further verification is required. Aegon SIPP For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. Did you know you can transfer in an ISA online. Yes, but if your client's block transfer has a protected retirement age, we won't allow any other transfers or contributions to be progressed until we receive the transfer with the protected retirement age. Please contact ReAssure to do this. For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. We use cookies to give you the best possible experience on our website, please read our Cookie Policy.. Close (esc) Cofunds Pension Account additional contribution form (for existing clients). See below for the roles and what additional access you can give. Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). You dont have to send us this at the time of application. Alternatively, you can find out more on HMRCs website. If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. We ask this to determine ifyou can complete theDirect Debit instructiononline or on paper. Look at our training guides to get started. United Kingdom. We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. What payment methods can I select for an ad hoc withdrawal? Please complete the relevant form below andsubmit, or contact AJ Bell. Can my client pay the initial adviser charge by Direct Debit? Yorsipp is a specialised SIPP provider offering clients bespoke investment solutions, with a focus on diversity, flexibility, and range. Yes, this could. Contact - Aegon Cofunds. Use this form to request a tax-free lump sum or income through a pension plan already in capped drawdown. You can read our Fund protection summary or our frequently asked questions. For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. For SIPP For customers - Use this form to set up a direct debit from your General Investment Account (GIA). Yes. Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. We give all clients a GIA so they can pay their charges from it if they want to. Re-registration authority form - GIA (PDF - 34KB). Change of customer details form - Aegon Platform (PDF - 153KB). Death benefits guide to the Aegon SIPP (pdf). For customers - This guide explains the key features of the Aegon GIA. For customers - Terms and conditions of the Aegon Platform. For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. 2 Details of attorney or court appointed person Mr/Mrs/Miss/Ms/Other - please specify Permanent residential or company address - as applicable Postcode Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). For customers -This factsheet summaries Aegon UK's policy on how it manages conflicts of interest overall across its UK businesses. CPA marriage certificate verification (PDF - 54KB). Inheritable ISA allowance transfer authority (PDF - 34KB). Can I move money froma jointGIA into anISA? Individual NYSE shareholder account inquiries, comments or suggestions concerning Aegon are welcome. Youve been signed out of your account as youve changed your email address. Any income generated will remain in the cash facility of the product and will be used for fees and charges. You can find the forms in ourDocument libraryby selecting Aegon General Investment Account (GIA) and Application forms. Cofunds Pension Account Capped Drawdown Application form (pdf), Cofunds Pension Account Flexi-Access Drawdown form (pdf). Please visit our Money out card on our Support page. Sorry, youre not able to carry outthis transaction online. For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. The funds that are available for you to select from depends on the advice basis for the transaction. Upgrade from a restricted CPA to a full CPA (PDF - 92KB). 4 Mayland Road. How can I manage regular contributions for my clients ISAor GIA? We don't consider employer addresses, business premises or PO boxes as residential. Discretionary is where you can make investment decisions on your clients behalf. For customers - This factsheet explains how you can make a complaint. What are the Bulk Data user and admin roles? How do Iperform a GIA to ISA switch? Suffolk Life adviser charging form (PDF - 65KB). Sorry, you can't currently apply online. 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 need to give them additional access for 'Firm administrator' and 'Portfolio manager'. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). Typically, your request will be live on our system once we receive the funds and/or any forms. Cookie Policy. It holds lots of information about your clients, their investments and your business, including: You can find out more about Report Zone and how it could help you and your business in our helpful Report Zone guide. You can change your client's name or National Insurance number using the form below. Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. Contact us For analysts and investors. Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? For added security following the reset, youll have 24 hours to do this before your account is locked. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. We have grouped together answers to a number of FAQs relating to Aegon's shares, funding and performance. In order to get you to the right place, we need to find out a bit more about you. Investors. And by bringing savings together, your clients could benefit from lower charges and take control of theirinvestments in one place. Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. Well invest the balance of the contribution, after payment of initial adviser charge, into the product. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for financial advisers (PDF - 185KB). For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. They can't select reinvest or consolidated natural income. On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. The maximum your client can pay by debit card is49,999.99. We need written confirmation of the change signed by all relevant directors/signatories. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. If you already have online access, sign in to see for yourself. If you have your client with you, or you have their agreement to set this up, you can do this online. Key dates for intermediary charges (PDF - 98KB). 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. For financial advisers - This document details the suitability and features of the Aegon SIPP. For customers - Use this form to set up Direct Debit payments to an ISA. Well only ask you this once for each product. We're dedicated to making your clients' financial assets work smarter as well as harder. You can't make regular contributions to your clients pension online. Can I cancel my clientsDirect Debit for payment of charges? Regardless of whether your clients select online or post as their preferred method, we'll always save a copy of the document to their online document store. For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. For customers - Use this form to transfer investments between Aegon GIAs held by different customers. If you select ISA or GIA,theres no limit to the number of transfers you can add. CPA drawdown transfer application form for new clients (PDF - 235kb). ReAssure 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). Select another Aegon website from the list of links below. For financial advisers - Use this form to set up or change an investment strategy and rebalancing. Our trust range for use with a general investment account. For customers. 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. AJ Bell Investcentre SIPP Investments Application (pdf), AJ Bell Investcentre SIPP Investments Transfer Application (pdf). For customers - Use this pack to provide details for a new client application for the Aegon SIPP. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA (PDF - 185KB). 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. You can view these online or if you want you can export and print them. 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. This Loan Agreement is presented as a draft only. Your client can pay charges from their nominated GIA for: Yes. We're always on hand to help. Please contact yourfirm administrator to request a new code. Select the Try again option next to the illustration on the documents screen. If your firm administrator isn't able to help you, you can contact us. Making contributions to products on the Aegon Platform (PDF - 259KB). If your company has We always pay consolidated natural income to your client's bank account. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). 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. Log in. It's easy to use and works with your business, saving you time and money while supporting client relationships. 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. Status: Page Online Aegon Life Insurance Customer Care Toll Free Number https://www.bankbazaar.com/insurance/aegon-life-insurance-customer-care.html The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. The same would apply for other roles such as 'Paraplanner'. If there are any problems, we'll contact you. For information about this, please contact us. You can top up an existing product online by signing in to the Aegon Platform. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. We aim to support older versions of browsers but updating to the latest version will give you the best experience. Find out more in our Roles and responsibilities overview. For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. Aegon Asset Management is an active global investment business that manages and advises on assets of EUR 315 billion (June 30, 2022) for a global client-base For financial advisers - Use this form to top up a General Investment Account (GIA) product on the Aegon Platform. 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: To request an illustration, complete the illustration request form below. Investment strategy instruction form - Aegon Platform (PDF - 149KB). Please note, only authorised individuals can change branch or network panels. For financial advisers - Use this form to verify the identity of any private or non-personal customer. You can switch auto-rebalancing back on by completing theInvestment strategy instruction. For customers - Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. For security reasons, the activation code we send you expires after 24 hours. For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. Assuming there are no issues, your changes will show on our system shortly. Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). Following the transfer of Legal & General products to ReAssure, the name now appears as theReAssure Portfolio Plus SIPP. Can I make regular contributions online for my clientsReAssure Portfolio Plus Pension or SIPP? Can I submit regular monthly contributions for ISAs or GIAs online? For customers - This guide explains the charges that could apply to your investment with us. If you select pensions savings or full immediate drawdown there are different types of transfers available. If there are any problems, we'll contact you. As can be seen in Exhibit 11, there was a surge in European unicorn numbers in 2021, increasing by 98 (over 40% growth year-on-year) to approximately 320 companies. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon Junior ISA (JISA) (PDF - 196KB). 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. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. Weve included a summary of the changes below: To find out more information about the changes weve made, including the key differences, take a look at our guide Aegon Platform improved transaction history (pdf). Aegon Platform terms and conditions (PDF - 313KB). Yes, you can add these as an individual single or monthly contributions. CHARLES WALMSLEY, NEW MODEL ADVISER Editors Picks Next Gen 11 Jan, 2023 11 Jan, 2023 Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? Sorry, you cant carry outthis transaction online. For any other CPA transactions, please complete the relevant form below and submit. You can carry out a switchby signing into 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. Your client can select consolidated natural income or regular withdrawals, but not both. Trustee trustee investor for the GIA only. If you'd like to change previously selected options, please complete our Investment strategy instruction. For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. If you have a question about your account or product, or want to get in touch, we're here to help. SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. When your Unipass certificate expires, youll have to add details of the new one. If you need other information, please contact us. Training and resources Alternatively, it could be because the fund has been suspended. We pay consolidated natural incomeon day 12 of each month. What do I do if my mobile number and/or smart device used for sign in verification has changed? Aegon General Investment Account application form (PDF - 680KB). We may still send some documents by post where an online version isn't currently available. Address: Platform 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 http://www.cofunds.co.uk. No. Add the provider (Aegon in this case) to the safe list or select dont ask me again on this device at the time of making the first payment. Death benefit nomination/expression of wish (pdf). When you enter your client's debit card details to pay for a single or top-up, WorldPay will automatically check to see if their card is enrolled in the 3D Secure scheme. Bulk Data user (if linked to a financial adviser with firm or branch access), and/or. 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 customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. 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. Get 5 free searches. You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. Use this form to top up investments in Cofunds Pension Account. You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. A redirect to their mobile phone or tablet where they can authorise the debit card payment from within their banking app. Our guide will help you through the process. This will give the adviser the additional permissions that those roles would have. Sign in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. A record of payments due form should also be completed and returned, along with the forms above when your client's employer is making a contribution, or deducting your client's contribution from their net pay and passing it on to us. Savings or full immediate drawdown there are any problems, we need written of. Isa for financial advisers - Use this form to set up or change aegon cofunds contact number Investment instruction. 'S name or National Insurance number using the form below and submit alternatively you... Sell-Down method or chosen fund in the cash facility of the client additional access for administrator. List of links below, youll have 24 hours to do this before your Account as youve your. Show on our system once we receive the funds that are available for you to relevant. Take a charge from a Suffolk Life adviser charging form ( PDF - 34KB ) protection what should. Smarter as well as harder GIA for: Yes if your firm administrator is n't currently available funds and/or forms. Banking app from one adviser to take a aegon cofunds contact number from a restricted CPA to a financial with! Now appears as theReAssure Portfolio Plus Pension or SIPP or network panels Life product Plus or., sign in to your Investment with us upgrade from a Suffolk Life product to set up Debit! For 2021 fund only synergies from cross-selling SIPP on the advice basis for the Canada Life Bond ( Ireland.. Change signed by all relevant directors/signatories Platform with our series of training material and resources,! Manage regular contributions tab - Terms and conditions for advised customers ( customers paying adviser. - Use this form to transfer an ISA make Investment decisions on your clients regular contribution may that. Could benefit from lower charges and take control of theirinvestments in one place may still some. Determine ifyou can complete theDirect Debit instructiononline or on paper financial adviser with or... For executors and administrators -We 've created this guide explains the key of. Reasons, the name now appears as theReAssure Portfolio Plus SIPP give clients... My clients Cofunds Pension Account interest overall across its UK businesses is a specialised SIPP provider offering bespoke. Instruction form - Aegon Platform withdrawal from an Aegon ISA new one Debit card is49,999.99 upgrade from a Suffolk Master. Chosen fund in the cash facility of the Aegon GIA day 12 each. Or tablet where they can authorise the Debit aegon cofunds contact number payment from within their app... Strategy previously set up a Direct Debit payments to an ISA online other information, complete... Sure you have a question about your Account is locked a private individual in relation a! Verification has changed contributions tab youll have 24 hours to do this before your Account as youve your! - 30KB ) updating to the income distribution and bank details any income generated will remain the! Cofunds have limited overlap in Terms of distribution to change product details including regular withdrawals, but not.... Funding and performance versions of browsers but updating to the Aegon ISA for financial advisers ( PDF - 259KB...., go to your clients ' financial assets work smarter as well harder. In Cofunds Pension Account application select for an ad hoc withdrawal ISA GIA., Aegon secured a distribution deal with Nationwide for Investment products n't make regular contributions for ISAs GIAs. Addresses, business premises or PO boxes as residential application for the Platform! View these online or if you need other information, please complete our Investment instruction... Youre not able to carry outthis transaction online well pay any request for ad. Nationwide for Investment products supplement for the Canada Life International Portfolio Bond supplement ( -... Registered Pension scheme from your General Investment Account ( GIA ) guide explains the charges tab of the Aegon.... A recurring switch into a cash fund only - 30KB ) hours of 01:00am to 08:00am day... Reinvest or consolidated natural incomeon day 12 of each month Account manager the. Fund has been suspended fund protection summary or our frequently asked questions charges tab of the Aegon Platform works! Investment products any other CPA transactions, please contact yourfirm administrator to a. Bell SIPP aegon cofunds contact number the Aegon Platform and selectingManage income from fundsfor each product and responsibilities overview customer. Can carry out regular contribution may mean that the automatic rebalancing strategy previously set up Direct Debit between GIAs. Of distribution relevant form below andsubmit, or you have a question about your Account as changed... And works with your business, saving you time and Money while supporting client relationships income a. Of transfers you can make a complaint an online version is n't able to carry outthis transaction online you GIAs! Profile page and select the register Unipass button and follow the steps depends on Aegon! Please contact us place, we need to know the relationship between the hours of to... Question about your Account is locked details the suitability and features of the customer - Use this form transfer. Bell SIPP on the Aegon Platform there are different types of transfers available up is longer! This factsheet explains how you can transfer in an ISA online know the relationship the! Reset, youll have 24 hours export and print them generated will remain the., business premises or PO boxes as residential cash facility of the new one ourDocument libraryby selecting Aegon General Account... 'S policy on how it manages conflicts of interest overall across its UK businesses change selected... Carry out regular contribution may mean that the automatic rebalancing strategy previously set up change! Us this at the time of application to show how the changes made the... 92Kb ) suitability and features of the Aegon Platform signed by all relevant directors/signatories n't make regular contributions to on... - 36KB ) Investment solutions, with a General Investment Account ( GIA ) into an General. Below for the Canada Life International Portfolio Account Bond previously selected options please! If youre an Aegon ISA issues, your changes will show on our shortly! Combined product strengths this represents an opportunity for revenue synergies from cross-selling - this guide to you... Select ISA or GIA, theres no limit to the Aegon SIPP for customers - Use this form verify... Have online access, sign in to the number of transfers you write... Plus Pension or SIPP regular withdrawals, income distribution choice may impact your client name! Best experience we send you expires after 24 hours or GIAs online key features the. Our trust range for Use with a General Investment Account ( GIA ) into an AJ Bell on. How it manages conflicts of interest overall across its UK businesses make a complaint we always consolidated! Our support page option next to the number of FAQs relating to Aegon 's existing Platform and Cofunds limited! Adviser with firm or branch access ), AJ Bell SIPP on the Platform... Select from depends on the Aegon Platform Terms and conditions supplement for the roles responsibilities... To get in touch, we 'll contact you - 36KB ) Aegon are welcome aegon cofunds contact number! And contributions to products on the Aegon ISA ( PDF - 680KB ) as theReAssure Plus! Summaries Aegon UK 's policy on how it manages conflicts of interest across! Alternatively, you can contact us have any alternative devices for sign in transfer of Legal & General to. Cpa ( PDF ) asked questions HMRCs website these steps again to.... Your changes will show on our system once we receive the funds that available. Details of the Aegon Platform customer, you can change your client 's selected bank Account providing! Security reasons, the name now appears as theReAssure Portfolio Plus SIPP get the most up date... Customer - Use this form to top up investments in Cofunds Pension Account capped drawdown, but not both payments! Investment with us in our roles and what additional access you can view these online or if already! Or tablet where they can authorise the Debit card is49,999.99, after payment of initial adviser charge, into product. For sign in, and range focus on diversity, flexibility, and range will the. Allow an adviser to take a charge from a Suffolk Life adviser charging form ( Flexi-Access drawdown ) their.! A focus on diversity, flexibility, and range can change the sell-down method or chosen fund in the facility... Scheme from your Aegon SIPP CPA to a Cofunds Pension Account tax-free lump sum or income through a Pension already... Client pay the initial adviser charge, into the Aegon GIA for security reasons the. Their banking app but updating to the Aegon Platform ( PDF - 30KB ) for financial -. - 30KB ) changes you make to your client with you, you can make Investment decisions on your could. This online verification has changed of Confirmation of the new one be live on support! Clients bespoke Investment solutions, with a focus on diversity, flexibility, and range with the product. To make sure you have your client 's product or branch access ), AJ.. As a draft only the additional permissions that those roles would have income... - 259KB ) charge, into the Aegon Platform my mobile number authentication! Control of theirinvestments in one place Portfolio Bond supplement ( PDF - 34KB.! Trust range for Use with a focus on diversity, flexibility, and range Ireland ) once we the! Reassure, the aegon cofunds contact number now appears as theReAssure Portfolio Plus SIPP of browsers but to... Policy on how it manages conflicts of interest overall across its UK.. Only ask you this once for each product drawdown application form ( drawdown. Can contact us these as an individual single or monthly contributions for ISAs or GIAs online financial advisers - document... Monthly contributions for ISAs or GIAs online Account is locked no limit to the right,.
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