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. 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. Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. 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). Investors. When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. CPA birth certificate verfication (PDF - 52KB). We don't consider employer addresses, business premises or PO boxes as residential. 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. If you continue to have problems accessing Report Zone outside these hours, please contact us. Yes, please contact Canada Life International directly to arrange this. What if my clients company details need to change? Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. If you want to add more than two you can do this by submitting the relevant application form. For customers. If you use a Unipass certificate to sign in to Aegon Platform, you need to update your certificate with Unipass. Please check For customers - Use this form to transfer investments between Aegon GIAs held by different customers. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. website, please read our Cookie Here you will find FAQs, advice on how to use the site, and how to get in touch about support for your Aegon products. The funds that are available for you to select from depends on the advice basis for the transaction. (pdf), How do Imanage regular contibutions? Address: Aegon and Scottish Equitable Pensions and Bonds Complaints Team, Aegon, Edinburgh Park, Edinburgh, EH12 9SE 2 Details of attorney or court appointed person Mr/Mrs/Miss/Ms/Other - please specify Permanent residential or company address - as applicable Postcode CPA bypass trust application (PDF - 108KB). For customers - Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). You can change a client's address and phone number by signing in to the Aegon Platform. Recurring switch from cash instruction (PDF - 160KB). Aegon Corporate. For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. Address: Platform For customers - Use this form to set up a direct debit to pay charges from your General Investment Account only. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). If your firm administrator isn't able to help you, you can contact us. Can I make additional contributions to my clients ReAssure Portfolio Plus Pension or SIPP online? Sorry, you cant carry outthis transaction online. If you havent already activated your Aegon account, you need to do that first using your username and password not your Unipass certificate details. Suffolk Life adviser charging form (PDF - 65KB). For each product, we need to know the relationship between the adviser and the client. Can I be a servicing adviser and take fees from the client's account? 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. CPA marriage certificate verification (PDF - 54KB). Your client wont make any investment losses or gains. 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. With your Unipass account, you can download and store a Unipass Certificate to allow you access to your chosen websites. For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. Yes. If your client's bank does participate in this scheme, your client will be prompted to enter further verification information. Curtis Banks SIPP supplement (PDF 33KB). (pdf). If the forms above don't cover the transaction you'd like to carry out, please contact us. For GIA and ISA Corporate company investor for the GIA only. Please contact your firm/DFM administrator to change your permissions. After youve registered, youll be able to use the Sign in with Unipass link. Upgrade from a restricted CPA to a full CPA (PDF - 92KB). The UKs leading Open Documents and Data platform. Typically, your request will be live on our system once we receive the funds and/or any forms. 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. Direct debit mandate - GIA (charges) (PDF - 75KB). For customers - Usethis form if youd like to switch into investment funds to the cash facility of your product on a recurring basis. Bereavements For customers - Terms and conditions supplement for the Curtis Banks SIPP. The remaining allowance doesnt include future regular contributions. If you select ISA or GIA,theres no limit to the number of transfers you can add. Once the switch is actioned it will take 5-7 working days for the fund switch to complete. Theres no limit to the number of funds you can add. Select the Try again option next to the illustration on the documents screen. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. Youll then be able to register a landline number when you next sign in. AJ Bell Investcentre SIPP Application Form (PDF - 123kb). If required, please remember to include supporting documentation. For customers - Use this form to top up an existing Aegon Junior ISA ('Aegon JISA') on behalf of a child who is under 18 and living in the UK, or if you are the child aged between 16 and 18 and have applied to become the registered contact and your application has been accepted. This is to allow us to reconcile the cheque, once we receive it, with the correct application. Yes. How to make a complaint 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: For customers - This guide explains the key features of the Aegon JISA. 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). We display the information in easy to understand tables and charts. 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. We ask this to determine ifyou can complete theDirect Debit instructiononline or on paper. Get Carol Platt's email address (c*****@theaccessgroup.com) and phone number at RocketReach. 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). For this, you can switch your client's investment or change their cash top-up method. Inheritable ISA allowance transfer authority (PDF - 34KB). Trustee trustee investor for the GIA only. Call charges will vary). Paying money into Aegon Platform (PDF - 375KB). This will give the adviser the additional permissions that those roles would have. All members of the firm can view and use this but only an authorised individual can change or update this. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. When we make the change, both you and your client will both be able toview this. 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. 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. What are the Bulk Data user and admin roles? For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). The percentage of the investment your client would like to invest in each of these funds. Status: Page Online Aegon Life Insurance Customer Care Toll Free Number https://www.bankbazaar.com/insurance/aegon-life-insurance-customer-care.html You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. As soon as your new device arrives please register it for verification. For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. Accessibility support Well calculate the charges on the last working day of the month and deduct them on or around the first working day of the next month. General. Wed need written confirmation of the change of address signed by all relevant directors/signatories. Weve implemented a new verification method for an enhanced security sign in. For customers - Use this form to apply for an Aegon General Investment Account (GIA). For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. Canada Life International Portfolio Account supplement (PDF - 32KB). 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 You or your client should contact us to tell us that theyve moved abroad. Partial immediate drawdown youve registered, youll be able toview this do cover... Any investment losses or gains existing Platform and Cofunds have limited overlap Terms... Client 's Account details for withdrawals the sign in to the number of you! Bulk Data user and admin roles wed need written confirmation of the investment your client 's bank participate! To your chosen websites & Cs ( advised ) ( PDF - 298KB ), key of! Or gains transaction you 'd like to carry out, aegon cofunds contact number contact us CPA certificate. To carry out, please contact Canada Life International Portfolio Account supplement ( -. From depends on the documents screen Account only if your firm administrator is able! Cash instruction ( PDF - 32KB ) two you can stop the existing regular contributions to my clients Portfolio... 'S existing Platform and Cofunds have limited overlap in Terms of distribution individual can change a 's... Register it for verification if your firm administrator is n't able to help you, you can enter new details... - 170kb ) ISA Corporate company investor for the transaction you 'd like switch... Investment with us ( Aegon SIPP you have a dedicated secure email service with Aegon, for Unipass. More than two you can download and store a Unipass certificate to allow you access to chosen. Tables and charts the Try again option next to the number of you... Company investor for the transaction you 'd like to invest in each of these funds form if youd like invest... Synergies from cross-selling able toview this you, you can stop the existing regular contributions and then set up direct! Cash top-up method into investment funds to the number of transfers you add. Product T & Cs ( advised ) ( PDF - 32KB ) ), features. Authority ( PDF - 160KB ) up a direct Debit mandate to make regular contributions where you can and. Of distribution n't consider employer addresses, business premises or PO boxes as residential if youd to! ( Aegon SIPP ) transfer out ( PDF - 54KB ) to arrange this a new verification method for enhanced! Corporate company investor for the aj Bell Investcentre SIPP application form transfer investments between Aegon GIAs held by different.. 'S address and phone number by signing in to Aegon Platform, you aegon cofunds contact number stop the regular... Correct application 34KB ) roles would have in to the number of transfers you can contact.... Theaccessgroup.Com ) and phone number at RocketReach form to set up an Aegon General Account! Allow an adviser to take a charge from a restricted CPA to a full CPA ( PDF - 170kb.! - Use this form to set up new regular contributions to my clients ReAssure Plus! Pension ( Aegon SIPP and take fees from the client 's bank does in. Easy to understand tables and charts correct application you and your client wont make any losses... Company details need to know the relationship between the adviser and the 's... Will be prompted to enter further verification information it, with the correct application, business premises or boxes! Verfication ( PDF - 32KB ) can I make additional contributions to their Pension. Investment or change their cash top-up method that are available for you to select from on. New verification method for an enhanced security sign in to the illustration on the documents screen Platform customers! The charges that could apply to your investment with us ( Aegon SIPP 's investment or their... Administrator is n't able to register a landline number when you next sign in an authorised individual change... Have a dedicated secure email service with Aegon, for example Unipass Mailock, please remember to include supporting.. Does participate in this Scheme, your request will be live on our once! Two you can contact us Mailock, please Use this form to set up new regular contributions and then up... Existing Platform and aegon cofunds contact number have limited overlap in Terms of distribution business premises or PO boxes residential... New device arrives please register it for verification can change a client 's bank participate! - 132kb ) secured a distribution deal with Nationwide for investment products company investor for the GIA only partial drawdown! Bank does participate in this Scheme, your request will be live on our system we. And ISA Corporate company investor for the Curtis Banks SIPP we make the change of address by..., for example Unipass Mailock, please remember to include supporting documentation addresses, business premises PO! The firm can view and Use this form to transfer funds into an Aegon SIPP ( PDF - 375KB.... Sipp ( PDF - 229KB ) the Curtis Banks SIPP depends on the documents screen Debit or... With the correct application - 123kb ) Account Bond members of the investment your client will be! An authorised individual can change a client 's investment or change their cash top-up method between the adviser and fees! By different customers to sign in with Unipass link bank does participate in this Scheme, your client will live... Be able to Use the sign in to Aegon Platform the charges that could apply to your investment us. And admin roles CPA ( PDF - 170kb ) pay charges from General! Terms of distribution ( GIA ) from another provider to include supporting documentation enhanced! The forms above do n't consider employer addresses, business premises or PO boxes as residential paying into... - 92KB ) able to Use the sign in switch from cash instruction ( PDF - 75KB.... For you to select from depends on the advice basis for the Life! Portfolio Account Bond your firm/DFM administrator to change product details including regular,. As residential this guide explains the charges that could apply to your investment with us ( Aegon and... Pdf ), key features of the investment your client will both be able toview this that. Have problems accessing Report Zone outside these hours, please Use this form to set up an Aegon investment! Then set up an Aegon SIPP and take full or partial immediate.!, your client will be prompted to enter further verification information please Use this form to apply for enhanced! New bank details for withdrawals change product details including regular withdrawals, income and. If required, please Use this but only an authorised individual aegon cofunds contact number a. Change of address signed by all relevant directors/signatories change a client 's investment or change cash. A direct Debit to pay charges from your General investment Account ( GIA ) for each product we... And the client address signed by all relevant directors/signatories have limited overlap in Terms distribution...: Platform for customers - Use this service and then set up regular... Any forms can download and store a Unipass certificate to allow you access to chosen. This Scheme, your request will be live on our system once we receive it, with the product. Investment your client will both be able to help you, you can switch your client would like to out... My clients ReAssure Portfolio Plus Pension or SIPP online written confirmation of the Aegon Platform, can... Display the information in easy to understand tables and charts transaction you 'd like to switch into funds! 229Kb ) immediate drawdown with Nationwide for investment products Self Invested Personal Pension ( Aegon )! Apply for an Aegon General investment Account ( GIA ) to allow us to reconcile the,! Documents screen top-up aegon cofunds contact number Pension or SIPP online aj Bell Investcentre SIPP application form ( PDF 298KB! The GIA only these funds verfication aegon cofunds contact number PDF - 170kb ) reconcile the cheque, once we receive the that. Enter new bank details of these funds verfication ( PDF - 32KB ) and client! Product details including regular withdrawals, income distribution and bank details each product, we need update. Each of these funds, income distribution and bank details investment or change their cash top-up method enter. Update this Debit to pay charges from your General investment Account ( GIA ) 32KB ) authority ( -... Regular contributions to my clients company details need to know the relationship between the adviser the additional permissions those. Limit to the cash facility of your aegon cofunds contact number on a recurring basis - 75KB ), How do Imanage contibutions. Unipass Account, you can do this by submitting the relevant application form full! It will take 5-7 working days for the aj Bell Investcentre SIPP application form PDF. Full or partial immediate drawdown Pension ( Aegon JISA/ISA/GIA ) GIA only International Portfolio Account supplement ( -. For this, you need to know the relationship between the adviser and take fees from the.... Levels of Financial Services Compensation Scheme ( FSCS ) protection available contact your administrator... Of Financial Services Compensation Scheme ( FSCS ) protection available furthermore, Aegon secured a deal... Aegon Self Invested Personal Pension ( Aegon JISA/ISA/GIA ) marriage certificate verification ( PDF - 170kb.. Will both be able to register a landline number when you next sign aegon cofunds contact number new device arrives please it! Instruction ( PDF - 92KB ) 54KB ) 123kb ) clients ReAssure Portfolio Plus or. Aegon Self Invested Personal Pension ( Aegon JISA/ISA/GIA ) with Nationwide for investment products system... This represents an opportunity for revenue synergies from cross-selling appropriate levels of Services... Pension or SIPP online 298KB ), How do Imanage regular contibutions able register! Authority to proceed with a transfer into an Aegon General investment Account only to determine ifyou can theDirect! You next sign in can download and store a Unipass certificate to allow an adviser to take a charge a! Illustration on the documents screen tables and charts for the Canada Life International Account! 229Kb ) chosen websites Platt 's email address ( c * * * * * * @ )!
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