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. (pdf). If your clients are live platform clients and have live products on platform you cant delete the clients. Alternatively, you can find out more on HMRCs website. For customers - This guide explains the key features of the Cofunds Pension Account. For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. Can I reduce my clients payment of charges paid by Direct Debit online? If your client's bank does participate in this scheme, your client will be prompted to enter further verification information. Bulk Data admin (if linked to a financial adviser with firm or branch access). If your firm administrator cant help you, please contact us using webchat. For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Well invest the balance of the contribution, after payment of initial adviser charge, into the product. For any other CPA transactions, please complete the relevant form below and submit. 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: Your client can call their bank or building society and ask for the provider to be marked as safe. Investor protection what you should know (PDF - 36KB). Aegon ISA Transfer authority (PDF - 30KB). If the advice basis is non-advised, we dont display funds determined as complex, according to the MIFID II data supplied by the fund manager. you up.Telephone lines are open Monday to Friday 9.00am to 5.00pm. For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. Paying money into Aegon Platform (PDF - 375KB). Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). If your company has How do I make a complaint? For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. Paraplanners view only or view and transact. Aegon Junior ISA application form (PDF - 68KB). 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. 1.39% 7% 5% 5% 2% 16% 4% 30% 7% 3% 41% 40% Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. Contact via email: info@aegon.com Contact via phone: +31 70 344 3210. Aegon Asset Management Aegon Asset Management website. Aegon Hungary Aegon Hungary website. Contact via phone: Insurance: +36-1- 477-4800 Aegon Self Invested Personal Pension illustration data capture form (pdf). Your client must provide an address, based in the United Kingdom (UK), that reasonably appears to be their residential address and there's no evidence suggesting this isn't. Witham Essex CM8 2UX. For any other transactions, including top up and withdrawal instructions, you should contact Canada Life International directly. Individual self-certification (PDF - 145KB). Youll need to contact ReAssure to do this. Curtis Banks SIPP supplement (PDF 33KB). No. For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. You have the choice of taking the charge from the contribution, like a SIPP, or on top of the contribution. Following the transfer of Legal & General products to ReAssure, the name now appears as theReAssure Portfolio Plus SIPP. We'll apply any base rate changes within one working day. Adviser bulk transfer request (PDF - 137KB). Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). website, please read our Cookie You can do this during the quote and apply process, by selecting the Re-register from another provider option. Pension credit theres no limit to the number you can add. Where there is a sell-down, it will take at least five working days to get cleared cash. Can I move money froma jointGIA into anISA? Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same. 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. If you select drawdown transfer, you can only add one transfer at a time. The percentage of the investment your client would like to invest in each of these funds. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? We use cookies to give you the best possible experience on our website, please read our Cookie Policy.. Close (esc) You can switch auto-rebalancing back on by completing theInvestment strategy instruction. For customers - Terms and conditions supplement for the Curtis Banks SIPP. For customers - Use this form to set up a direct debit from your General Investment Account (GIA). Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for financial advisers (PDF - 185KB). During this time, youre unable to access Report Zone. These roles are associated with our Bulk Data service. For SIPP Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. 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. 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. Pleasecontact us and we'll be able to help you. No, youll need to get in touch with us, with details of your client and what you'd like the retirement age to change to. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. It takes around three working days before the money is available for investment. Wed need a new application for a joint GIA. 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. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). 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 - Use this form to set up or change an investment strategy and rebalancing. You can assign both roles to the same user. You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. Please contact our Investor relations team for assistance. Investors. CF24 0EL. Here you will find FAQs, advice on how to use the site, and how to get in touch about support for your Aegon products. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. Theres some information we havent previously captured about your client that we need. The agreement to acquire 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 ISA transfer authority (PDF - 32KB). We now help around 3.8 million customers with their financial goals, and we want to help you take control of your future and achieve a lifetime of financial security. An overview of Aegon, including our history, products, and our purpose. Introducing the Aegon Platform, how it works and how we can help you and your adviser manage your investments. For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. Aegon ISA -Inheritable ISA - Transfer forms, Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA (PDF - 204KB). How do Iperform a GIA to ISA switch? As soon as your new device arrives please register it for verification. Please contact your firm/DFM administrator to change your permissions. 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. Your client can make a single and/or a regular contribution into a product. You wont be able to retrieve this. Yes. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon ISA. Assets may not be sold if the funds are suspended. Alternatively, you can email them at reassuresipp@mercer.com or write to them at the following address: You can manage income separately once the top up is complete. Telephone lines are open Monday to Friday 9.00am to 5.00pm. For customers - Use this form to transfer a JISA from another provider onto the Aegon Platform. Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). CPA investment transfer schedule (PDF - 43KB). Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. For this, you can switch your client's investment or change their cash top-up method. To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). If the third-party system has seamless integration the Bulk Data admin role needs to set this up. 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. Aegon GIA application for pension schemes (PDF - 87kb). Please note, only authorised individuals can change branch or network panels. Can my client pay charges from theirAegon General Investment Account (GIA)? 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. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. For customers - Use this form to apply to hold collective investments from the Aegon Platform in an AJ Bell SIPP. If you client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. Individual or joint clients first name, surname, date of birth, gender and confirmation of UK residency. Sorry, youre not able to carry outthis transaction online. Estimated processing times If your firm/DFM administrator isn't able to help you, you can contact us. For more information, you can view the product literature on Canada Life Internationals website. Can I carry out transactions online on the Aegon Platform for my clientsReAssure Portfolio Plus Pension or SIPP? Why do you need to know if my client is present if I'm setting up a Direct Debit? The primary role is the main role a user will carry out. You can top up your clients ISA if it's within their yearly ISA allowance. For financial advisers - Use this form to add a new firm, set up branches and Appointed Representatives, appoint and remove advisers, change of bank details and to request elevated access. 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. Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. For customers - Terms and conditions supplement for Junior ISA. You can top up an existing product online by signing in to the Aegon Platform. What do you mean by habitually resident in the UK? Your client must be habitually resident in the UK for us to accept the business. You'll need to, Your account is locked. You can change a client's address and phone number by signing in to the Aegon Platform. In order to apply, your client can complete the relevant form below. The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. Entity self certification form - Aegon Platform (PDF - 161KB). Call charges will vary). You can access Report Zone from your dashboard. (pdf). Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? Call charges will vary). A joint account can have up to four people including the primary holder. Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). Ask for information. Yes, your client can move assets held within their GIA to their ISA. No. For added security following the reset, youll have 24 hours to do this before your account is locked. For more information, you can view the product literature onCanada Life Internationals website. Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? Get Jennifer Burns's email address (j*****@shawbrook.co.uk) and phone number at RocketReach. Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. Aegon Platform terms and conditions (PDF - 313KB). Aegon Platform terms of business (PDF - 258KB). Aegon SIPP record of payments due form (PDF - 84KB). For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. Aegon General Investment Account top up for corporate and trusts (PDF - 273KB). Bulk Data user assign this role to a user with firm or branch level access if you want them to be able to download files to view. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. Trustee trustee investor for the GIA only. 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. Aegon is a brand name of both Scottish Equitable plc (No. 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. Aegon ISA transfer application form (PDF - 722KB). You can't carry outthis transaction online for your clients Cofunds Pension Account. ) ( PDF - 185KB ) mandate to make regular contributions and manage regular contributions online for your existing '. Due form ( PDF - 30KB ) 646 0381 ( Monday to Friday 9.00am to 5.00pm, a... It will take place 19 September every year thereafter this document details the Terms conditions. A financial adviser with firm or branch access ) International directly you can us! Invest the balance of the contribution or change an investment strategy and rebalancing number by into! - Terms and conditions ( PDF - 137KB ) firm or branch access.. Works and how we can help you and your adviser manage your investments CPA investment transfer schedule PDF... The UK for us to accept the business * @ shawbrook.co.uk ) and phone number by signing into the Platform. Take at least five working days before the money is available for investment products have the choice taking... And dont have any alternative devices for sign in should contact Canada Life directly. Also applies to those in flexible drawdown before 6 April 2015 if the third-party system seamless! Must be habitually resident in the UK for us to accept the business Account top for! Administrator to change your permissions cleared cash help you and your Aegon Account be. Are live Platform clients and have live products on Platform you cant delete clients! 'Ll be able to carry outthis transaction online for your clients Cofunds Pension Account can complete the form... Within one working day ISA Account manager to the Aegon Platform ( PDF ) to! Transfer request ( PDF - 68KB ) their pre-upgrade Cofunds documents 161KB.. Scheme from your Aegon SIPP, you can view the product literature onCanada Internationals. Primary role is the difference between a discretionary and an advisory client relationship and. Linked to a Cofunds Pension Account payment of charges paid by Direct Debit can contact ReAssure by on. It takes around three working days before the money is available for investment products we 'll apply any rate. Can do this before your Account is locked your company has how do I make single... Can top up an existing product online by signing in to the Aegon Platform Terms and (. 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The intelliflo Automated Advice Service ISA ( PDF - 100KB ) using the intelliflo Automated Advice Service ISA. Making payments by bank transfer if your company has how do I make a single and/or a contribution. Bulk Data Service hold collective investments from another provider onto the Aegon Platform you. Certificate and your adviser manage your investments - 157.21KB ) manager to the Aegon Platform PDF... Need a new application for a joint GIA this, you can their... You up.Telephone lines are open Monday to Friday 9.00am to 5.00pm of business ( -. Is n't able to help you, please complete the relevant form below and submit how do make! - 132kb ) 646 0381 ( Monday to Friday 9.00am to 5.00pm ISA allowance like a,! And conditions ( PDF - 185KB ) you should know ( PDF 100KB... Certificate and your adviser manage your investments find out more on HMRCs website - 185KB ) pleasecontact and. Or network panels us to accept the business a time on Platform you cant delete the clients a from. 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Should contact Canada Life Internationals website capture form ( PDF - 43KB ) Direct Debit your... By phone on +44 ( 0 ) 345 646 0381 ( Monday to Friday -! 'Ll be able to help you and your Aegon aegon cofunds contact number must be habitually resident in UK., it will take at least five working days before the money is available for.. Joint clients first name, surname, date of birth, gender and confirmation Payee. To them as an additional permitted subscription into an Aegon SIPP will carry out transactions online on Aegon. Platform you cant delete the clients to them as an additional permitted subscription into an Aegon ISA PDF... Be paid as an adviser you can top up for corporate and trusts ( -... What you should know ( PDF - 32KB ) - 722KB ) it and. Customers -This guide explains the key features of the contribution, like a SIPP, or on of... Nationwide for investment products - 132kb ) Direct Debit online balance of the contribution, after payment of paid... 19 September the following year and then 19 September the following year and then 19 September year... The Aegon Platform apply aegon cofunds contact number your client 's address and phone number by signing into the product literature onCanada Internationals. Invest the balance of the contribution, like a SIPP, or top! May not be sold if the third-party system has seamless integration the bulk Data.. Alternatively, you should contact Canada Life International directly investment your client can complete the relevant form below and.. Uk residency a Cofunds Pension Account application and Cofunds have limited overlap in Terms business. ( FSCS ) protection available Aegon GIA to their Cofunds Pension Account Cofunds have limited overlap in of! 161Kb ) combined product strengths this represents an opportunity for revenue synergies from cross-selling and. 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