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. 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. Aegon ISA -Inheritable ISA - Transfer forms, Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA (PDF - 204KB). Entity self certification form - Aegon Platform (PDF - 161KB). For any other transactions, please contact Curtis Banks. 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. You can change your client's name or National Insurance number using the form below. For customers - This factsheet explains how you can make a complaint. Well allocate this to your clients product one working day after receipt. Well invest money from a bank transfer the next working day. You can assign both roles to the same user. Please contact us to get details of the regular contributions or to amend them. For financial advisers - Use this form to top up a General Investment Account (GIA) product on the Aegon Platform. For customers -This factsheet summaries Aegon UK's policy on how it manages conflicts of interest overall across its UK businesses. For customers - Use this form to nominate a beneficiary in the event of your death. If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. Aegon ISA re-registration application form (stocks and shares) (PDF - 174KB), Aegon ISA re-registration authority (PDF - 146KB), Platform charges guide - ISA/GIA (PDF - 228KB). We need written confirmation of the changes. Joint you can add two investors online under the one general investment account (GIA). Financial adviser application form (PDF - 156KB). Application form - ISA transfer (PDF - 704KB). If you select pensions savings or full immediate drawdown there are different types of transfers available. Can I move money froma jointGIA into anISA? Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). During this time, youre unable to access Report Zone. For SIPP For customers - Use this form to transfer investments between Aegon GIAs held by different customers. For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). Youll then be directed to the actions you need to carry out. This guide shows you what you need to do to submit a GIA to ISA switch. For customers - This guide explains the key features of the Cofunds Pension Account. Ifyour firm administrator cant help you, please contact us using webchat. How do I make a complaint? For more information, you can view the product literature on Canada Life Internationals website. Investors. If you select ISA or GIA,theres no limit to the number of transfers you can add. The remaining allowance doesnt include future regular contributions. How your client does this will vary depending on their bank or building society. CPA birth certificate verfication (PDF - 52KB). AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. When carrying out a quote for pension savings, on the Contributions screen you can add employer contributions. Can I change my clientsDirect Debit details online for payment of charges? We use cookies to give you the best possible experience on our For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for financial advisers (PDF - 185KB). To carry out this transaction you have to request this from the primary account holder summary. 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. For customers - Use this form to apply to take pension fund as a small pots lump sum. Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? The value of an investment can fall as well as rise and isn't guaranteed. Individual self-certification (PDF - 145KB). Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. If youre not registered yet, call us on+44 (0) 345 604 4001and well set Use this form to verify a marriage certificate in relation to a Cofunds Pension Account application. Assets may not be sold if the funds are suspended. For customers - Use this form to apply for an Aegon General Investment Account (GIA). Please contact your firm administrator to change your permissions. Aegon General Investment Account top up for corporate and trusts (PDF - 273KB). 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. Once youre signed in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). Pleasecontact us and we'll be able to help you. You can carry out a switchby signing into the Aegon Platform. 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. All products on the Aegon Platform have their own cash facility. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. A fund panel is a list of favoured or researched funds. For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. No. Direct debit mandate - GIA (charges) (PDF - 75KB). Aegon SIPP immediate drawdown form (PDF - 380kb). What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? How would a client have triggered the money purchase annual allowance? What do you mean by habitually resident in the UK? 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. Alternatively, you can find out more on HMRCs website. For financial advisers - This document details the suitability and features of the Aegon SIPP. The email address on your Unipass Certificate isnt the same as the email address you use to sign in to your Aegon Dashboard. Yes, this could. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. Call charges will vary). Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? Access isnt available if your client has multiple advisers. Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). Key features of the Cofunds Pension Account (PDF - 201KB). Your client can take regular withdrawals if theyre only invested in accumulation funds. For customers - Terms and conditions supplement for MoneySuperMarket customers, AJ Bell Investcentre SIPP supplement (PDF - 33KB). You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. Phone: +44 (0) 3456 01 77 21 Call charges will vary. For customers. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). For any other CPA transactions, please complete the relevant form below and submit. For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. Changing your email address will also change your username for Aegon Platform. 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. Advisory is where your client has to agree to investment decisions you may recommend. Client-support literature The Bulk Data service provides you with MI on your clients. 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. Typically, your request will be live on our system once we receive the funds and/or any forms. Aegon Platform terms and conditions April 2018 (PDF - 325KB). You can top up an existing product online by signing in to the Aegon Platform. You can't carry out this transaction online for your client's Cofund's Pension Account. If you have your client with you, or you have their agreement to set this up, you can do this online. Call charges will vary). Look at our training guides to get started. Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). Can my client pay the initial adviser charge by Direct Debit? You can carry out this request online, as long as your client isn't a trust or corporate joint client. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. 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. Log in. You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). Why have you asked me to provide a bank statement? As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. You can cancel a regular contribution online up until two working days before the collection date. Meet Legado. Yes. We understand this is a difficult time and want to make the next steps as simple as possible. Contact - Aegon Cofunds. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? If the illustration still doesn't generate, please contact us. Estimated processing times For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). You need to complete our Re-registration authority form and send this to us. Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. Sign in to the Aegon Platform to set up and manage regular contributions online. The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. Your client must be at least age 18 to invest in an ISA. You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. Pension credit theres no limit to the number you can add. When you need to sign into the platform to obtain a new certificate, youll be asked to enrol a verification method at this point. It's easy to use and works with your business, saving you time and money while supporting client relationships. Telephone lines are open Monday to Friday 9.00am to 5.00pm. You or your client should contact us to tell us that theyve moved abroad. Yes. Yes. Aegon Junior ISA transfer authority(PDF - 59KB). Can I change theDirect Debit details for my clients regular contributions online? For customers - Terms and conditions of the Aegon Platform. And by bringing savings together, your clients could benefit from lower charges and take control of theirinvestments in one place. Rocketreach finds email, phone & social media for 450M+ professionals. For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. 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 re-registrations, if youre unable to find the fund youre looking for it may be because we dont currently hold this fund and we wont be able to accept it. Youll need to contact ReAssure to do 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. CPA marriage certificate verification (PDF - 54KB). Once we have received a switch request, it will be actioned within 2 working days. For customers - Use this form to top up your existing Aegon ISA. To better protect your online account were supplementing this with something you have a device on which you can generate a passcode using an app or receive a passcode by text. Trustee trustee investor for the GIA only. CPA bypass trust application (PDF - 108KB). A network panel is similar to a branch panel but all members of the network can view and use this. You are about to leave the audited section of Aegon's 2016 Review. Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. Please complete the relevant form below and submit. We would always recommend you use the latest version. We may still send some documents by post where an online version isn't currently available. What do I do if my mobile number and/or smart device used for sign in verification has changed? For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. Witham Essex CM8 2UX. The primary role is the main role a user will carry out. We dont allow this to happen as part of our anti-money laundering mitigation. Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). For customers - Use this form to set up a direct debit. Assuming there are no issues, your changes will show on our system shortly. Get Derek Stabb's email address (d*****@rowan-dartington.co.uk) and phone number at RocketReach. 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. We'll apply any base rate changes within one working day. Weve implemented a new verification method for an enhanced security sign in. For customers - This guide explains the key features of the Aegon GIA. View your client's product summary and select Regulars tab. Once we have this, we wont ask you again. Your client can pay charges from their nominated GIA for: Yes. The initial adviser charge is taken from your clients contribution. This form lets your client tell us who they would like to benefit from their funds on their death for all uncrystallised pensions savings and drawdown funds held now, and in the future, under an Aegon Self-invested Personal Pension (Aegon SIPP). For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. No, Letter of authorities are applied to accounts for information purposes only. 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. If you've not been able to find what you're looking for, perhaps ourfrequently asked questionswill help, alternatively you cancontact us. Youll see an option to set up a monthly contribution when you apply for the product online. Rocketreach finds email, phone & social media for 450M+ professionals. Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). The percentage of the investment your client would like to invest in each of these funds. For customers - Usethis form if youd like to switch into investment funds to the cash facility of your product on a recurring basis. Sorry, were unable to accept applications if your client isnt a UK resident. You can select a collection date betweenday 1 and day 28 of each month. Aegon, which bought Cofunds for 140m in 2016, merged it with its in-house platform over the May Bank Holiday weekend last year. SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. Aegon GIA application for trusts (PDF - 250kb). Our Story. For trustees - Use this form to apply for an Aegon GIA for a Trust. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. This may be because your client pays their regular contributions by more than one direct debit payment. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). Yes. GIA and ISA in-specie transfer For customers This document provides an overview for making payments by debit card, bank transfer or cheques. Investment strategy instruction form - Aegon Platform (PDF - 149KB). These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. These roles are associated with our Bulk Data service. Can I manage my clients income distribution online for SIPP? Your Unipass certificate may not be registered with your Aegon account. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). Please complete the appropriate form below and submit. Please complete the relevant form below andsubmit, or contact AJ Bell. If you havent already activated your Aegon account, you need to do that first using your username and password not your Unipass certificate details. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. If you dont add a regular contribution when you set the product up, you can do this later. Re-registration is a transfer of investments between ISAs without selling them in the process. You can view these online or if you want you can export and print them. 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 Theres no limit to the number of funds you can add. It allows you to sign in to multiple websites within the financial services industry on any device. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). Yes. Contact via email: [email protected] Contact via phone: +31 70 344 3210. We need written confirmation of the change signed by all relevant directors/signatories. Use this form when you wish to apply for a new CPA by transferring a scheme from which you are already taking benefits through either capped or flexi-access drawdown. 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). This will give the adviser the additional permissions that those roles would have. If required, please remember to include supporting documentation. For more information, please visit our Pension Technical Zone. Yes, please contact Canada Life International directly to arrange this. 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. Assuming there are no issues, your changes will show on our system shortly. You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). 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