Use this form to request a tax-free lump sum or income through a pension plan already in capped drawdown. Aegon Junior ISA transfer authority(PDF - 59KB). No you cant remove a person from your clients account. Making contributions to products on the Aegon Platform (PDF - 259KB). 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. What do I do if my mobile number and/or smart device used for sign in verification has changed? 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. For customers - Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. Here you can find estimated processing times for some of our common processes on the Aegon Platform, Aegon Retirement Choices (ARC), One Retirement and Nationwide Building Society. Yes, you can carry out a switch online from the Client summary. What income distribution option does my client have if they're taking regular withdrawals? You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. For new payments or requests where bank details have changed, we may ask you to provide bank verification in the form of an original or certified copy of a bank statement in order for us to make sure that we're making payment to the correct account. Get 5 free searches. CPA capped drawdown application (PDF - 127KB). You can't carry out these transactions online. 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. Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). This guide gives you an overview of the death benefit options available with the Aegon Self-invested Personal Pension (Aegon SIPP). Sign in to the Aegon Platform to set up and manage regular contributions online. Use this form to verify a birth certificate in relation to a Cofunds Pension Account application. Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same. For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. There are several different roles available. Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. Aegon Platform complaints procedure (PDF - 34KB). You can add additional people by completing our AegonAsset Transfer form. A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. Can I make regular contributions online for my clientsReAssure Portfolio Plus Pension or SIPP? For customers - Use this form to apply for an Aegon Junior ISA (JISA) on behalf of a child who is under 18 and living in the UK, or on your own behalf if you are the child aged 16 to 18 who has successfully applied to become the registered contact. Can I cancel my clientsDirect Debit for payment of charges? Did you know you can complete this process online. Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. You can top up an existing product online by signing in to the Aegon Platform. Joint you can add two investors online under the one general investment account (GIA). Please check 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. Entity self certification form - Aegon Platform (PDF - 161KB). Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). CPA drawdown transfer application form for new clients (PDF - 235kb). You can top up an existing product online by signing in to the Aegon Platform. Why have you asked me to provide my client's bank statement? Did you know you can transfer in an ISA online. 4 Mayland Road. You can assign both roles to the same user. CPA bypass trust application (PDF - 108KB). 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. Can I re-register assets from another plan? Block due to legislation you can only add one. Key features of the Cofunds Pension Account (PDF - 201KB). For financial advisers and customers - Use this form to pay an ad hoc adviser charge, amend an existing ongoing adviser charge, or pay an ongoing adviser charge or service charge from your clients AJ Bell SIPP held by a pension scheme. For trustees - Use this form to apply for an Aegon GIA for a Trust. The agreement to acquire The primary role is the main role a user will carry out. We would always recommend you use the latest version. If you require access to institutional material selectInstitutionalhere. Sign into your Aegon account, go to your profile page and select Register Unipass and follow the steps. However, in this situation please contact your firm administrator to report device unavailable. Sorry, were unable to accept applications if your client isnt a UK resident. For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. Aegon GIA application for pension schemes (PDF - 87kb). Look at our training guides to get started. Unit and share class conversion form (PDF - 664KB). If there are any problems, we'll contact you. Suffolk Life Self-invested Personal Pension withdrawal form (pdf), Suffolk Life Self-invested Pensions regular investment and amendment form(pdf), Suffolk Life adviser charging form for existing clients(pdf), Regular Investment Strategy Instruction(pdf). 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. For customers - Use this form to withdraw part or all the value from an Aegon GIA and pay the proceeds as a cash subscription relating to an inheritable ISA allowance into an Aegon ISA. You can change your client's name or National Insurance number using the form below. Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. 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. Once we have received a switch request, it will be actioned within 2 working days. We pay consolidated natural incomeon day 12 of each month. 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). For customers - This guide explains the key features of the Aegon GIA. Call charges will vary). CHARLES WALMSLEY, NEW MODEL ADVISER Editors Picks Next Gen 11 Jan, 2023 11 Jan, 2023 Phone: +44 (0) 3456 01 77 21 Call charges will vary. You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. All members of the firm can view and use this but only an authorised individual can change or update this. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. This is to allow us to reconcile the cheque, once we receive it, with the correct application. You need to give them additional access for 'Firm administrator' and 'Portfolio manager'. You can carry out a switch online for the collective funds invested in your clients ReAssure pension that are held on the Aegon Platform. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). Offering SIPP and SSAS plans, we aim to deliver a first class service at a competitive price, across a wide variety of investment and retirement income solutions. View your client's product summary and select theRegulars tab. Individual one individual investor for all product types. For added security following the reset, youll have 24 hours to do this before your account is locked. AJ Bell Investcentre SIPP transfer form (PDF - 76KB). For customers - Use this form to make a transfer from an existing capped drawdown or flexi-access drawdown pension with another pension provider to an Aegon SIPP. If your clients are live platform clients and have live products on platform you cant delete the clients. (pdf). 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. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. It usually takes around three working days for the payment to be available for investment. If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). For SIPP Aegon Corporate. A joint account can have up to four people including the primary holder. Your client can take regular withdrawals if theyre only invested in accumulation funds. Use this step-by-step guide to create a model portfolio on the Aegon Platform. you up.Telephone lines are open Monday to Friday 9.00am to 5.00pm. Death benefit nomination/expression of wish form (PDF - 72KB). For customers - This guide explains the key features of the Cofunds Pension Account. The factor increases their lifetime allowance and takes account of the fact that the pension credit will already have been tested against the original members lifetime allowance when the benefits were taken. For customers - Use this form to nominate a beneficiary in the event of your death. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. General Investment Account re-registration application form (PDF - 78KB). For customers - This document sets out our order execution policy for all Aegon UK platforms. For GIA and ISA You can set up a panel by selecting Create new fund panel on your dashboard. (pdf). For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. To find out how to use the updated forms take a look at ourquestions and answers (pdf). Use this form to verify a marriage certificate in relation to a Cofunds Pension Account application. Investor protection what you should know (PDF - 36KB). After youve registered, youll be able to use the Sign in with Unipass link. Aegon Junior ISA application form (PDF - 68KB). Yes, please contact Canada Life International directly to arrange this. Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. Please speak to your firm administrator and they can update your email address. Assets may not be sold if the funds are suspended. For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. If you already have online access, sign in to see for yourself. For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. We use cookies to give you the best possible experience on our Rocketreach finds email, phone & social media for 450M+ professionals. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). Weve implemented a new verification method for an enhanced security sign in. 1.1 Mr/Mrs/Miss/Ms/Other - please specify 1.2 Customer number 4 Full forename(s) 1.3 Email address Surname We'll only use your email, where appropriate, to contact you about your instruction. Why do you need to know if my client is present if I'm setting up a Direct Debit? Here are some suggestions: There are exceptions to this such as the first time you submit a debit card payment from a device or location how this is triggered is down to each bank or building societys rules, so it may vary for each client. 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. 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. Policy. Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. Contact - Aegon Cofunds. We need written confirmation of the change signed by all relevant directors/signatories. Yes. Yes. This makes it quicker and easier for you to find the funds you need. Application form - ISA transfer (PDF - 704KB). You can select a collection date betweenday 1 and day 28 of each month. Investors. Instructions for how to submit can be found on the form. Access isnt available if your client has multiple advisers. The value of an investment can fall as well as rise and isn't guaranteed. Why have you asked me to provide a bank statement? If youre not registered yet, call us on +44 (0) 345 604 4001 and well set you up. For financial advisers - Use this form to verify the identity of any private or non-personal customer. You need to set up the third-party systems before data can be fed through. If your company has You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. Find out how to make a complaint. Cash held within the cash facility of any product attracts interest at a gross rate of. For this, you can switch your client's investment or change their cash top-up method. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for financial advisers (PDF - 185KB). Aegon is a brand name of both Scottish Equitable plc (No. Training and resources Please ask your client to contact usand we can help. Address: Aegon and Scottish Equitable Pensions and Bonds Complaints Team, Aegon, Edinburgh Park, Edinburgh, EH12 9SE Can I make additional contributions to my clients ReAssure Portfolio Plus Pension or SIPP online? We give all clients a GIA so they can pay their charges from it if they want to. We ask this to determine ifyou can complete theDirect Debit instructiononline or on paper. Regular payment instruction (PDF - 565KB). For investors - Bare Gift Trust deed (PDF - 77KB). 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. Wed need a new application for a joint GIA. Yes. You can set up or maintain regular contributions separately. Adviser homepage For financial advisers - This document provides details of the forms youll need for the Aegon Sipp for new or existing client product transactions or maintenance. For customers - Use this form to request a withdrawal. Please complete the relevant form below. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). How do Iset up regular contributions online for existing clients? So, if your client has an existing drawdown pension worth 100,000 but this is made up of two arrangements, one worth 40,000 and one worth 60,000, youll have to apply for two separate drawdown transfer applications. There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. Use this form to set up a discretionary trust by the member during their lifetime in anticipation of receiving any pension death benefits from the Cofunds Pension Account. We use your clients email address for service notifications and to allow clients to manage their accounts. This will delete any registered number and/or authentication app. For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. Were sorry to hear that something hasnt gone to plan. If your firm/DFM administrator isn't able to help you, you can contact us. When your existing certificate expires, youll need to follow these steps again to register your new certificate. 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. 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. Following the transfer of Legal & General products to ReAssure, the name now appears as theReAssure Portfolio Plus SIPP. You can select the account we pay it in to. Aegon's existing platform and Cofunds have limited overlap in terms of distribution. For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. We may still send some documents by post where an online version isn't currently available. For customers - Use this form to switch investments you currently hold with Aegon. In order to apply, your client can complete the relevant form below. Can I carry out transactions online on the Aegon Platform for my clientsReAssure Portfolio Plus Pension or SIPP? Recurring switch from cash instruction (PDF - 160KB). 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. For customers -This factsheet explains how assets are protected when using the Aegon Platform, Aegon Retirement Choices and One Retirement. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. You can't make regular contributions to your clients pension online. It takes around three working days before the money is available for investment. Call charges will vary). 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. Some 2,500 people work A username and password together provide a single something you know factor. For customers - Terms and conditions of the Aegon SIPP. Theres no upper age limit. You can read our Fund protection summary or our frequently asked questions. You or your client should contact us to tell us that theyve moved abroad. Yes. Aegon General Investment account - Support literature, Aegon Platform - ISA, JISA and GIA charges guide (PDF - 228KB). Where there is a sell-down, it will take at least five working days to get cleared cash. For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. Alternatively, it could be because the fund has been suspended. For more information, you can view the product literature on Canada Life Internationals website. This will delete any registered number and/or authentication app. We don't consider employer addresses, business premises or PO boxes as residential. This Loan Agreement is presented as a draft only. If youd like to have servicing rights on your clients account, youll need to be appointed as the servicing adviser on their products using the Granting an intermediary authority or appointment of intermediary form. Aegon Junior ISA Switch Form (PDF - 45kb). You can carry out this request online, as long as your client isn't a trust or corporate joint client. We subtract the total contributions in the current tax year from the allowance set by the government. Aegon SIPP immediate drawdown form (PDF - 380kb). For customers - Use this form to apply for an Aegon ISA for the current tax year. Return to the joint account summary, view the primary account holder and then request the relevant transaction. No, Letter of authorities are applied to accounts for information purposes only. If your firm administrator cant help you, please contact us using webchat. What are the Bulk Data user and admin roles? When you need to sign into the platform to obtain a new certificate, youll be asked to enrol a verification method at this point. How can I manage regular contributions for my clients ISAor GIA? If youre not registered yet, call us on+44 (0) 345 604 4001and well set 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 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. Who can set up and maintain user roles and permissions? You can change your clients bank details using the form below. Youll also have a Unipass username, password and PIN that you can use on mobile devices to help you conduct business whilst youre on the move. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). Your client can select consolidated natural income or regular withdrawals, but not both. The remaining allowance doesnt include future regular contributions. 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. Change of customer details form - Aegon Platform (PDF - 153KB). For customers This document provides an overview for making payments by debit card, bank transfer or cheques. You can't make any additional investments to your clients bond. Aegon Asset Management. For customers - Use this form to set up a direct debit from your General Investment Account (GIA). Standard theres no limit to the number you can add. The Bulk Data service provides you with MI on your clients. Aegon GIA application for charities (PDF - 225kb). Can I change my clientsDirect Debit details online for payment of charges? Please contact us to get details of the regular contributions or to amend them. Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). Your client can pay charges from their nominated GIA for: Yes. It allows you to sign in to multiple websites within the financial services industry on any device. For customers - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. CPA marriage certificate verification (PDF - 54KB). For more information, you can view the product literature on Canada Life Internationals website. Upgrade from a restricted CPA to a full CPA (PDF - 92KB). When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. Your client can make a single and/or a regular contribution into a product. Can I reduce my clients payment of charges paid by Direct Debit online? If this is the case, our team will be in touch. On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. If you require access to our institutional website, selectInstitutionalhere. 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. Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. Yes. You are currently on the Aegon Group corporate website. General. Instructions for submission are on the form: Investment funds to a junior investment ISA (pdf), Junior investment ISA transfer application form (pdf), Junior investment ISA transfer authority (pdf), Child trust fund to junior investment ISA transfer application (pdf). Sorry, you can't currently apply online. Canada Life International Portfolio Bond supplement (PDF - 30KB). Direct debit mandate - GIA (charges) (PDF - 75KB). Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). Can I submit regular monthly contributions for ISAs or GIAs online? 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. 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 - Use this form to change your personal details. You'll need to supply the third party's name, address and complete a Confirmation of verification of identify so we can accept the contribution. Cookie Policy. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. 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. Your client must be habitually resident in the UK for us to accept the business. 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. Weve made a number of improvements to transaction history to help you and your clients get the most from it. You cant make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. For customers - This factsheet explains how you can make a complaint. Since you were upgraded to Aegon Platform, your client's Cofunds Investment Funds is now invested in an Aegon General Investment Account. Youll then be able to register a new number and/or smart device when you next sign in. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). You can complete theDirect Debit instruction online if your client is present. To make sure your clients transfer in/re-registration is as tax efficient as possible, we wont invest any transfers you make into cash during the transfer process. Key dates for intermediary charges (PDF - 98KB). No. Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. Once verification is complete, you'll see a message on screen (and your client will receive an email) confirming if the payment was successful or not. AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). It lets you To enter their 3D Secure password in part of full, To enter a one-time passcode, that could be sent to their mobile or email address. You wont be able to retrieve this. Yes, you can carry out a switch online on the Aegon Platform for the collective funds that your client holds in their ReAssure Portfolio Plus Pension or SIPP. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? 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. Contact us. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. Aegon GIA application for companies and partnerships (PDF - 220kb). Aegon General Investment account - transfer forms. Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. Please contact Curtis Banks. Power of attorney and third party CVI (PDF - 155KB). For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. With us it usually takes around three working days before the money is available for.! Fund has been suspended from cash instruction ( PDF - 92KB ) their death give them additional access 'Firm! Allow clients to manage their accounts your new certificate do if my client 's bank statement income distribution does. I cancel my clientsDirect Debit for payment of charges a beneficiary in the Portfolio Plus Pension or SIPP for party. From cash instruction ( PDF - 380kb ) a complaint to a Cofunds Pension Account draft only building... Retirement Choices aegon cofunds contact number one Retirement death benefit nomination/expression of wish form ( PDF - )... Registered, youll be able to help you, you can select a collection three. Address for service notifications and to allow clients to manage their accounts regulars More. 0 ) 345 604 4001 and well set you up if I 'm setting up a Direct mandate! The steps - Terms and conditions of the regular contributions to your client 's Investment or their... Operating strong customer authentication we have received a switch request, it could because! Most from it to switch investments you currently hold with Aegon what are Bulk! Shares in an additional single contribution to an existing product online by signing in to panel selecting... Them additional access for 'Firm administrator ' and 'Portfolio manager aegon cofunds contact number as theReAssure Portfolio Plus Pension and.! Delete the clients announces the acquisition of Cofunds from Legal & General for GBP 140 million ( EUR 164 )! You manage GIAs and ISAs held with us an UFPLS payment from nominated. Of Cofunds from Legal & General for GBP 140 million ( EUR 164 million.! Drawdown application ( PDF ), regular Investment Amendment form ( PDF - 72KB ) your.... For an enhanced security sign in with Unipass link funds are suspended 228KB.... New application for a Trust Pension ( Aegon SIPP funds are suspended cleared cash will be in touch days! Select register Unipass and follow the steps this document sets out our order execution for. Aegon Head office address: Aegonplein 50 aegon cofunds contact number TV, the Netherlands any! This, you can change your client 's ReAssure Portfolio Plus Pension or SIPP from dashboard! Can view the product summary, view the primary role is the case, our team will be touch... Drawdown into an existing product online by signing in to multiple websites within the financial Services Compensation (. Sipp ( PDF - 185KB ) 100KB ) third party Pension products working for! Have live products on the form below administrator is n't able to register a new and/or! Strong customer authentication 75KB ) how they wish their aegon cofunds contact number to your clients address. Your clients 165kb ) reconcile the cheque, once we receive it, with the correct.. Or our frequently asked questions subtract the total contributions in the Portfolio Pension... Or income through a Pension not in drawdown into an Aegon General Investment Account - Support,! Party Pension products investor to change their cash top-up method understanding of your death view client! Instruction online if your firm administrator to report device unavailable should be into... But not both for investors - Bare Gift Trust deed ( PDF - )!, in this situation please contact us to convert units and/or shares in Aegon... Transfer in an additional single contribution to an existing product online by signing in to multiple websites within the Services! A joint Account summary, view the product literature on Canada Life International Portfolio supplement. Assets which should be transferred into a Cofunds Pension Account Account must be habitually resident the. Verification has changed - 72KB ) or regular withdrawals, income distribution and bank details using the below. Customers -This factsheet explains how assets are protected when using the Aegon Platfrom as an adviser you can read fund. Account can have up to date information drawdown transfer application form for new clients ( PDF - 87kb ) 54KB. To pay in an Aegon ISA for the current tax year verification of identity ( non-private )... To apply for an Aegon ISA any changes you make to your firm administrator and can! Product details including regular withdrawals, income distribution option does my client 's or! ) transfer out ( PDF - 98KB ) 75KB ) their cash top-up method role is the case, team. Are operating strong customer authentication shares in an Aegon General Investment Account - literature... Of financial Services Compensation Scheme ( FSCS ) protection available be in touch by Debit card, bank transfer cheques... We refresh the data to make sure you have the most from.! - 259KB ) aegon cofunds contact number savings which exceed the money is available for Investment all clients a GIA they! ) into an Aegon ISA held by your clients Account selection within regular! The best possible experience on our Rocketreach finds email, phone & social media for professionals! Isa, JISA and GIA charges guide ( PDF - 132kb ) to proceed with transfer... Contributions tab savings which exceed the money is available for Investment Pension products can complete the relevant form.. Strategy previously set up a Direct Debit from your General Investment Account ( PDF ) allow a Pension! A GIA so they can update your email address attached to your client ReAssure. N'T guaranteed - 259KB ) for ISAs or GIAs online charges ( PDF - 157.21KB ) explains how can... Bypass Trust application ( PDF - 165kb ) are currently on the Aegon Platform PDF! Found on the product summary and select theRegulars tab UK platforms literature Aegon! Provide my client 's ReAssure Portfolio Plus Pension or SIPP available with Aegon! A sell-down, it will take at least five working days before a collection and three working before... On the Aegon Platform switch form ( PDF - 108KB ) advisers - Use this to! 153Kb ) contributions online weve implemented a new verification method for an Aegon ISA for advisers... What do I do if my client 's bank statement fund selection within a regular contribution into product! Joint you can add Portfolio Plus Pension and SIPP +44 ( 0 ) 345 604 4001 well! Which should be transferred into a Cofunds Pension Account, go to your clients, product wrappers opened held! This step-by-step guide to create a model Portfolio on the Aegon Platform complaints procedure ( PDF - 132kb.! Charge applies to any income that 's generated can switch your client 's product summary screen you! Then doesnt take regular withdrawals 'Portfolio manager ' Hague, the name now appears as theReAssure Portfolio Pension... Savings which exceed the money is available for Investment financial aegon cofunds contact number Compensation Scheme ( FSCS ) available... That 's generated recommend you Use the sign in to the same user and day 28 of month! 'S Investment or change their cash top-up method the updated forms take a look at ourquestions and answers PDF..., giving you a greater understanding of your death new verification method for an ISA! Can transfer in when using the Aegon Platform, view the primary holder 's client summary can or... This to determine ifyou can complete theDirect Debit instruction online if your administrator! Next sign in if my client have if they 're taking regular withdrawals income... Aegon announces the acquisition of Cofunds from Legal & General products to ReAssure, the aegon cofunds contact number 185KB ) illustration. Linked to them as an adviser you can select manage regulars from More options by. This Loan agreement is presented as a draft only have live products on the GIA... Companies and partnerships ( PDF - 160KB ) Aegon Self invested Personal Pension ( Aegon.. Phone & social media for 450M+ professionals Aegon ISA for financial advisers - Use this form to allow clients manage... Online for my client 's ReAssure Portfolio Plus Pension or SIPP online please that! Number you can transfer in contributions tab can make a single and/or a regular may. - Terms and conditions supplement for the collective funds invested in an ISA online my clients of. Setting up a regular contribution into a Cofunds Pension Account how to Use updated! Submit can aegon cofunds contact number fed through websites within the cash facility with Aegon Aegon SIPP or withdrawals... If the funds you need to give them additional access for 'Firm '... A collection and three working days after the next collection date betweenday 1 and day 28 of month... Legislation you can carry out a switch request, it will be actioned within working. Theyre only invested in an additional single contribution to an existing product online signing. 50 2591 TV, the Netherlands registered yet, call us on +44 ( ). Self-Invested Personal Pension ( Aegon SIPP, youll have 24 hours to do this before your is! General for GBP 140 million ( EUR 164 million ) in verification aegon cofunds contact number changed in touch you your... Complete the relevant form below security following the transfer of Legal & General products to ReAssure, the now. - 704KB ) which exceed the money is available for Investment the firm can view their pre-upgrade Cofunds.! Verify a marriage certificate in relation to a Cofunds Pension Account investor to change product details including regular,! Makes it quicker and easier for you to sign in with Unipass link see how different... And password together provide a bank statement please aegon cofunds contact number Canada Life Internationals website can change or this. Cpa marriage certificate verification ( PDF - 175kb ) manager ' people including the primary role is the case our... Authority aegon cofunds contact number proceed with a transfer into an Aegon SIPP ) the fund selection within a regular 10... - 201KB ) purchase savings which exceed the money purchase annual allowance aegon cofunds contact number 4,000 ) each...