Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? Wed need written confirmation of the changes signed by all the trustees. Can I change my clientsDirect Debit details online for payment of charges? Are you an analyst or investor, or a journalist with a question For any other transactions, including withdrawal instructions, please contact Canada Life International directly. For customers - Use this form to top up your existing Aegon ISA. Instructions for submission can be found on the form. We don't consider employer addresses, business premises or PO boxes as residential. If you've not been able to find what you're looking for, perhaps ourfrequently asked questionswill help, alternatively you cancontact us. Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). Weve made a number of improvements to transaction history to help you and your clients get the most from it. Once we have received a switch request, it will be actioned within 2 working days. The primary role is the main role a user will carry out. Following the transfer of Legal & General products to ReAssure, the name now appears as theReAssure Portfolio Plus SIPP. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). Why have you asked me to provide my client's bank statement? For financial advisers - Use this form to set up or change an investment strategy and rebalancing. Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. 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. Bulk Data user (if linked to a financial adviser with firm or branch access), and/or. It allows you to sign in to multiple websites within the financial services industry on any device. Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. Junior Investment ISA monthly savings amendment form (PDF - 65KB). If you select on top of the contribution, your client will pay an additional amount to cover the initial adviser charge with the full amount you want being invested into the product. The UKs leading Open Documents and Data platform. The maximum your client can pay by debit card is49,999.99. Sorry, you're not able to carry outthis transaction online for your client's Cofunds Pension Account. For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. Address: Platform Trustee trustee investor for the GIA only. When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. Youll find the switch illustration in the Documents screen of the switch journey, you can review the illustration before you submit the switch instruction. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). Aegon Corporate. If your client is female, well assume the dependent is three years older. Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). 2 Details of attorney or court appointed person Mr/Mrs/Miss/Ms/Other - please specify Permanent residential or company address - as applicable Postcode Aegon GIA application for trusts (PDF - 250kb). Your client can call their bank or building society and ask for the provider to be marked as safe. This is so we can request an in-specie transfer at the same time. For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). Sorry, you can't currently apply online. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? It takes around three working days before the money is available for investment. For customers - Use this form to set up Direct Debit payments to an ISA. For more information, you can view the product literature on Canada Life Internationals website. For more information, you can view the product literature on Canada Life Internationals website. Suffolk Life investment and amendments form (PDF - 67KB). Please contact your firm/DFM administrator to change your permissions. The same would apply for other roles such as 'Paraplanner'. When carrying out a quote for pension savings, on the Contributions screen you can add employer contributions. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). You can select the account we pay it in to. Cofunds Pension Account Capped Drawdown Application form (pdf), Cofunds Pension Account Flexi-Access Drawdown form (pdf). You can change your clients bank details using the form below. For each product, we need to know the relationship between the adviser and the client. 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. Aegon Junior ISA Switch Form (PDF - 45kb). It may be that no further verification is required. The funds that are available for you to select from depends on the advice basis for the transaction. If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. 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. For any other transactions, including top up and withdrawal instructions, you should contact Canada Life International directly. Regular payment instruction (PDF - 565KB). Yes. Our guide will help you through the process. Please contact us and we can help you. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). 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. Alternatively, it could be because the fund has been suspended. We're always here to help, so if your personal circumstances mean you need some extra support, please contact us to discuss the services you need. AJ Bell Investcentre SIPP transfer form (PDF - 76KB). For financial advisers only - THis document gives full details about our annual charge, applicable to new customers of the Aegon Platform from May 2018. We hope you never have cause to Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? 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. You cant make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. You can read our Fund protection summary or our frequently asked questions. 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. What assumptions do you make for a dependent's pension? You need to set up the third-party systems before data can be fed through. For more information, see our How to switch funds guide. For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. Accessing the Aegon Dashboard. This will delete any registered number and/or authentication app. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. You can carry out a switchby signing into the Aegon Platform. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? If you require access to our institutional website, selectInstitutionalhere. (pdf), How do Imanage regular contibutions? For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. You can carry out a switch online for the collective funds invested in your clients ReAssure pension that are held on the Aegon Platform. Contact us. For customers -This factsheet summaries Aegon UK's policy on how it manages conflicts of interest overall across its UK businesses. Cofunds's phone number is +44 845 604 4001 PO Box 17491, Edinburgh EH12 1PB Call us on: 0345 604 4001, Monday to Friday, 8.30am to 5.30pm Testing of the migration of assets from Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? If your client's bank does participate in this scheme, your client will be prompted to enter further verification information. Theres no upper age limit. For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. you up.Telephone lines are open Monday to Friday 9.00am to 5.00pm. Yes, this could. Sorry, you're not able to carry out any transactions online for your client's Cofunds Pension Account. For customers - Use this form to either grant authority for an adviser to access information about your products or to appoint a new adviser to service your products. Individual self-certification (PDF - 145KB). Key features of the Cofunds Pension Account (PDF - 201KB). For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. If your client is male, then well assume the dependent is three years younger. 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 always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. Aegon Junior ISA top up form(PDF - 185KB). GIA and ISAs For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. We have grouped together answers to a number of FAQs relating to Aegon's shares, funding and performance. For customers - Use this form to change your personal details. 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. This will delete any registered number and/or authentication app. Client-support literature Your client can pay charges from their nominated GIA for: Yes. 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 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. Use this form to have a Cofunds Pension Account investor to affirm the fees applicable to the product. Sorry, youre not able to carry outthis transaction online. Call charges will vary. Aegon SIPP application requirements (PDF - 165kb). How your client does this will vary depending on their bank or building society. (pdf). Witham Essex CM8 2UX. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). Paying money into Aegon Platform (PDF - 375KB). 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. We'll apply any base rate changes within one working day. Contact via email: [email protected] Contact via phone: +31 70 344 3210. Your client can make a single and/or a regular contribution into a product. The minimum amount we pay is 2.50 - we'll hold any amount less than this and pay it once the minimum amount is reached. Rocketreach finds email, phone & social media for 450M+ professionals. And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. Cash held within the cash facility of any product attracts interest at a gross rate of. For financial advisers only - Please complete our illustration data capture form below and we'll send you this form along with the illustration - in line with new rules from 6 April 2022. Please complete the relevant form below andsubmit, or contact AJ Bell. This Trust Deed is presented as a draft only. We need written confirmation of the changes. How do Iset up regular contributions online for existing clients? The Bulk Data service provides you with MI on your clients. If you have a question about your account or product, or want to get in touch, we're here to help. You can assign both roles to the same user. Please have the following information ready: No. If you use a Unipass certificate to sign in to Aegon Platform, you need to update your certificate with Unipass. You can change a client's address and phone number by signing in to the Aegon Platform. To do this, please complete our Change to product details form. Report Zone is a separate reporting website, accessed from your dashboard. For customers - Use this form to set up a new regular contribution, amend the amount or cancel an existing regular contribution for your Aegon Self-invested Personal Pension (Aegon SIPP) on the Aegon Platform. All members of the firm can view and use this but only an authorised individual can change or update this. Find the forms or support literature youre looking for by clicking on the categories below: Please complete our Self-invested Personal Pension illustration data capture form and return it to us and we'll send you the illustration and any relevant forms. If you havent already activated your Aegon account, you need to do that first using your username and password not your Unipass certificate details. For customers - This guide explains the charges that could apply to your investment with us. Why have you asked me to provide a bank statement? Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. For trustees - Use this form to apply for an Aegon GIA for a Trust. AJ Bell Investcentre SIPP Investments Application (pdf), AJ Bell Investcentre SIPP Investments Transfer Application (pdf). Aegon Junior ISA application form (PDF - 68KB). CPA marriage certificate verification (PDF - 54KB). Are you an analyst or investor, or a journalist with a question about Aegon? Cofunds pension account - transaction forms, CPA income payment or amendment request (PDF - 85KB), Use this form to take, amend or stop income payments through a Cofunds Pension Account in capped or flexi-access drawdown, CPA adviser charging application (PDF - 48KB). If your firm administrator cant help you, please contact us usingwebchat. 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. Suitability and features of the Aegon SIPP (PDF - 149KB). Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. Recurring switch into cash form (PDF 151KB). We subtract the total contributions in the current tax year from the allowance set by the government. Estimated processing times A network panel is similar to a branch panel but all members of the network can view and use this. View your client's product summary and select theRegulars tab. You are currently on the Aegon Group corporate website. Rocketreach finds email, phone & social media for 450M+ professionals. For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. Contact us For analysts and investors. For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. What are the Bulk Data user and admin roles? We use cookies to give you the best possible experience on our website, please read our Cookie Policy.. Close (esc) For customers - This guide explains the key features of the Aegon SIPP. Can I reduce my clients payment of charges paid by Direct Debit online? Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). For more information you can view the product literature onCanada Life Internationals website. You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same. You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. We would always recommend you use the latest version. The value of an investment can fall as well as rise and isn't guaranteed. Discretionary Loan Trust - Loan agreement form (PDF - 38KB). Block due to legislation you can only add one. Yes. If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. Yes. Cardiff Please complete the appropriate form below and submit. The income distribution choice has to be set individually for each product your client has. For product or administration queries email reassuresipp@mercer.com. For customers - Use this form to confirm the details of an individual for tax purposes. No, Letter of authorities are applied to accounts for information purposes only. Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). 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. 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. The success and maturity of the European ecosystem can also be measured in terms of the number of unicorns in Europe, private companies with a valuation above US$1bn. To find out how to use the updated forms take a look at ourquestions and answers (pdf). 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. This may be because your client pays their regular contributions by more than one direct debit payment. You or your client should contact us to tell us that theyve moved abroad. Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. You can set up or change a model portfolio from the Model Portfolio Manager on your dashboard, if you are set up with the correct access level. For customers - Use this form to apply for an Aegon GIA for a company or a partnership. Yes. The agreement to acquire 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. To carry out this transaction you have to request this from the primary account holder summary. 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. Please visit our Money out card on our Support page. Log in. Key dates for intermediary charges (PDF - 98KB). Alternatively, you can email them at reassuresipp@mercer.com or write to them at the following address: Can I top up my clients ISA or GIA by re-registering assets from another provider? For customers - Use this form to confirm the details of an entity for tax purposes. You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. For any other transactions, please contact Curtis Banks. Were sorry to hear that something hasnt gone to plan. Regular investment strategy instruction (for third party pension products) (PDF - 155KB). Sorry, you dont currently have permission to carry out this task. You can't carry outthis transaction online for your clients Cofunds Pension Account. Log in. We use cookies to give you the best possible experience on our You can enter an amount above the annual allowance when adding contributions, however, you need to consider your client's individual circumstances including: If you'd like more information, visit our Technical Zone. Sign in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. Conflicts of interest policy (PDF - 29KB). If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. 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. CPA birth certificate verfication (PDF - 52KB). 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 switch investments you currently hold with Aegon. Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). Contact; Contact us. If you select drawdown transfer, you can only add one transfer at a time. Contact - Aegon Cofunds. We need written confirmation of the change signed by all relevant directors/signatories. For this, you can switch your client's investment or change their cash top-up method. Please contact your firm administrator to change your permissions. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. For customers - Use this form to nominate a beneficiary in the event of your death. Aegon Platform terms and conditions (PDF - 313KB). How can I manage regular contributions for my clients ISAor GIA? If the forms above don't cover the transaction you'd like to carry out, please contact us. We've been supporting people with their pension since 1831 it's what we do. For customers - Use this form to transfer investments between Aegon GIAs held by different customers. We now help around 3.8 million customers with their financial goals, and we want to help you take control of For customers - This guide explains the key features of the Aegon ISA. When your Unipass certificate expires, youll have to add details of the new one. Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. SIPP in-specie transfer Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. If the third-party system has seamless integration the Bulk Data admin role needs to set this up. 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). Why does my client have a General Investment Account (GIA)? You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. For added security following the reset, youll have 24 hours to do this before your account is locked. This Loan Agreement is presented as a draft only. For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. Find training guides, latest news and range of client solutions for you. Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. Please contact ReAssure to do this. If your clients are still prospects and dont have any products on platform, the record will be deleted. You can set up a panel by selecting Create new fund panel on your dashboard. Your Unipass Certificate may not be valid - for example its expired. Your client could get back less than they invest. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). Wed need a new application for a joint GIA. Aegon Platform terms of business (PDF - 258KB). The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. For more information, please visit our Pension Technical Zone. Direct debit mandate - GIA (charges) (PDF - 75KB). 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. Our platform gives you one-stop access to a universe of investment opportunity - to and through retirement. To request an illustration, complete the illustration request form below. Aegon General Investment account - switch forms, Recurring switch from cash instruction (PDF - 152KB). For customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. Aegon has been serving customers in the UK for almost 190 years, with its history dating back to the founding of one of its predecessors, Scottish Equitable, in 1831. Aegon to combine its Dutch business with a.s.r. Sorry, were unable to accept applications if your client isnt a UK resident. We'll calculate interest on a daily basis and we'll pay any interest due monthly into your cash facility after deduction of basic rate tax where applicable. Aegon SIPP terms and conditions (PDF - 235KB). Aegon SIPP immediate drawdown form (PDF - 380kb). For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. Select the fund your client wants to sell and we'll automatically add it to cash. For customers - This guide explains the key features of the Aegon JISA. Yes. Aegon ISA -Inheritable ISA - Transfer forms, Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA (PDF - 204KB). Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. For customers - Use this form if you have an Aegon SIPP and want to transfer the benefits from that plan to an overseas pension scheme. 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 When we make the change, both you and your client will both be able to view this. Can I make regular contributions online for my clientsReAssure Portfolio Plus Pension or SIPP? Call charges will vary). For customers. Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). 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. CF24 0EL. You can do this during the quote and apply process, by selecting the Re-register from another provider option. If youre not registered yet, call us on +44 (0) 345 604 4001 and well set you up. Financial adviser application form (PDF - 156KB). For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. Sign in to the Aegon Platform to set up and manage regular contributions online. 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: Yes. 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. Access a wide range of support material you can use with your clients. What payment methods can I select for an ad hoc withdrawal? You can switch auto-rebalancing back on by completing theInvestment strategy instruction. Aegon Platform terms and conditions April 2018 (PDF - 325KB). Canada Life International Portfolio Account supplement (PDF - 32KB). They can't select reinvest or consolidated natural income. Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). Please contact our media relations department for assistance.