CHARLES WALMSLEY, NEW MODEL ADVISER Editors Picks Next Gen 11 Jan, 2023 11 Jan, 2023 Aegon Asset Management is an active global investment business that manages and advises on assets of EUR 315 billion (June 30, 2022) for a global client-base For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). Yes. Please visit our Money out card on our Support page. Both are Aegon companies. Select the Try again option next to the illustration on the documents screen. You can read our Fund protection summary or our frequently asked questions. For customers - Use this form to change your personal details. Please note, only authorised individuals can change branch or network panels. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). The same would apply for other roles such as 'Paraplanner'. Sorry, you're not able to carry out any transactions online for your client's Cofunds Pension Account. Aegon Corporate. Sign in to the Aegon Platform to set up and manage regular contributions online. Background to the acquisition of Cofunds from Legal & General and how this accelerates the implementation of Aegon Platform complaints procedure (PDF - 34KB). Please ask your client to contact usand we canhelp. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). Cardiff Report Zone is a separate reporting website, accessed from your dashboard. Re-registration is a transfer of investments between ISAs without selling them in the process. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9:00am 5:00pm. Your Unipass certificate may not be registered with your Aegon account. To find out how to use the updated forms take a look at ourquestions and answers (pdf). Rocketreach finds email, phone & social media for 450M+ professionals. For SIPP If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? You can't carry out this transactions online for your clients Cofunds Pension Account. Call charges will vary). Discretionary is where you can make investment decisions on your clients behalf. 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. We now help around 3.8 million customers with their financial goals, and we want to help you take control of Get in touch with us if you're having trouble finding what you are looking for. Aegon SIPP immediate drawdown form (PDF - 380kb). ReAssure Contact via email: [email protected] Contact via phone: +31 70 344 3210. You can cancel a regular contribution online up until two working days before the collection date. Aegon Junior ISA transfer authority(PDF - 59KB). Curtis Banks SIPP supplement (PDF 33KB). How do Iset up regular contributions online for existing clients? Use this form to verify a birth certificate in relation to a Cofunds Pension Account application. You should let us know what youd like us to do with the account, any instruction (not submitted online) should be signed by all relevant directors/signatories. You are about to leave the audited section of Aegon's 2016 Review. This is now in the cash facility of your clients ISA. You can't carry outthese transactions online. We display the information in easy to understand tables and charts. If you need other information, please contact us. Alternatively, you can find out more on HMRCs website. 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: Aegon Asset Management. For customers - This guide explains the key features of the Aegon GIA. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. Can I be a servicing adviser and take fees from my client's account? Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. For customers - Terms and conditions supplement for the Curtis Banks SIPP. Please ask your client to contact usand we can help. You can sign in to the Aegon Platform to complete this during the quote and apply process, by selecting the Re-register from another provider option. Paraplanners view only or view and transact. Please contact Curtis Banks. Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. Your client could get back less than they invest. If there are any problems, we'll contact you. CPA marriage certificate verification (PDF - 54KB). For financial advisers - This document provides details of the forms youll need for the Aegon Sipp for new or existing client product transactions or maintenance. Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same. Please complete the relevant form below. Instructions for how to submit can be found on the form. Find out what you can do online and when you need to send us paper forms. If you require access to institutional material selectInstitutionalhere. Can I cancel my clientsDirect Debit for payment of charges? Well invest money from a bank transfer the next working day. If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. Phone: +44 (0) 3456 01 77 21 Call charges will vary. Aegon to combine its Dutch business with a.s.r. 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). If you select ISA or GIA,theres no limit to the number of transfers you can add. Contact customer services to unlock your account if youve tried to sign in three or more times. Withdrawal from a General Investment Account (GIA) into a Junior ISA form (pdf), Junior ISA transfer application form (pdf), Aegon Junior ISA transfer authority (pdf), Transfer from a child trust fund to an Aegon junior ISA form (pdf). Key features of the Aegon SIPP (PDF - 300KB). Status: Page Online Aegon Life Insurance Customer Care Toll Free Number https://www.bankbazaar.com/insurance/aegon-life-insurance-customer-care.html To access their documents, select the Cofunds Correspondence button on the client summary. Key features of the Cofunds Pension Account (PDF - 201KB). Youll then be able to register a new number and/or smart device when you next sign in. If someone does this, from then on they're subject to a lower annual allowance threshold for new money purchase savings into their pension(s). Third-party systems include back-office systems, tools, front-office systems and customer dashboards. You dont currently have permission to carry out this task. Financial adviser application form (PDF - 156KB). 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 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. Where a nine digit account number starts with a six, use the last eight digits of the account number only: 612345678: 12345678: Other banks as appropriate: Where a seven digit account (pdf). For customers. If your company has If this is the case, our team will be in touch. Get 5 free searches. For customers - Use this form to set up a direct debit to pay charges from your General Investment Account only. View your client's product summary and select Regulars tab. Youll also have a Unipass username, password and PIN that you can use on mobile devices to help you conduct business whilst youre on the move. Did you know you can transfer in an ISA online. Your client can take regular withdrawals if theyre only invested in accumulation funds. Use this form to transfer a Cofunds Pension Account product to another pension provider. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. Total number of appointments 4 Date of birth January 1960. Entity self certification form - Aegon Platform (PDF - 161KB). Can I make additional contributions to my clients ReAssure Portfolio Plus Pension or SIPP online? Using one of these new options (for example, taking drawdown income from a flexi-access drawdown plan, or an uncrystallised funds pension lump sum) is called flexibly accessing pension rights. Once the switch is actioned it will take 5-7 working days for the fund switch to complete. 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. Well automatically start regular contributions again, based on the amount they previously were, in the new tax year. The Bulk Data service provides you with MI on your clients. 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. You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. Paying money into Aegon Platform (PDF - 375KB). We need written confirmation of the changes. Standard theres no limit to the number you can add. Before deciding if you want charges to come out of your clients GIA, you should make sure this is a tax-efficient way to pay charges by taking into consideration the product(s) they have. We're always on hand to help. Theres no limit to the number of funds you can add. View your client's product summary and select theRegulars tab. Our Story. Suffolk Life adviser charging form (PDF - 65KB). Your Unipass Certificate may not be valid - for example its expired. We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. Call charges will vary). 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. You dont have to send us this at the time of application. It's not possible to change a model portfolio during a top up, but it is possible to add automatic rebalancing. Well allocate this to your clients product one working day after receipt. The agreement to acquire Granting an adviser authority or appointment of adviser form (PDF - 166KB). Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). Wed need a new application for a joint GIA. When you need to sign into the platform to obtain a new certificate, youll be asked to enrol a verification method at this point. Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). Please complete the relevant form below and submit. For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. Aegon General Investment Account application form (PDF - 680KB). What assumptions do you make for a dependent's pension? Use this form to request a tax-free lump sum or income through a pension plan already in capped drawdown. You can view these online or if you want you can export and print them. Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). Assuming there are no issues, your changes will show on our system shortly. Find out more in our enhanced security sign in guide. For more information, see our How to switch funds guide. Yes. Yes. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). 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 - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. And by bringing savings together, your clients could benefit from lower charges and take control of theirinvestments in one place. Get 5 free searches. Investment strategy instruction form - Aegon Platform (PDF - 149KB). 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. Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). Witham Essex CM8 2UX. Upgrade from a restricted CPA to a full CPA (PDF - 92KB). AJ Bell Investcentre SIPP Application Form (PDF - 123kb). Once we have this, we wont ask you again. Cash held within the cash facility of any product attracts interest at a gross rate of. For customers - Use this form for corporate and trust top ups. This makes it quicker and easier for you to find the funds you need. We always pay consolidated natural income to your client's bank account. Can my client pay the initial adviser charge by Direct Debit? From 6 April 2020, in line with new rules, clients must get an illustration for pension income withdrawals to show the impact that the withdrawal could have on their retirement savings. Return to the joint account summary, view the primary account holder and then request the relevant transaction. 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. For customers - Terms and conditions of the Aegon Platform. Can I reduce my clients payment of charges paid by Direct Debit online? The income distribution choice has to be set individually for each product your client has. If you require access to our institutional website, selectInstitutionalhere. Aegon Self Invested Personal Pension illustration data capture form (pdf). When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. How can I manage regular contributions for my clients ISAor GIA? If you want to add more than two you can do this by submitting the relevant application form. You can change a client's address and phone number by signing in to the Aegon Platform. For customers - This guide explains the key features of the Aegon JISA. For any other transactions, please contact us. You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). Yes. For customers - Use this form to nominate a beneficiary in the event of your death. For any other transactions, including top up and withdrawal instructions, you should contact Canada Life International directly. Youll find the switch illustration in the Documents screen of the switch journey, you can review the illustration before you submit the switch instruction. Weve made a number of improvements to transaction history to help you and your clients get the most from it. You can top up your clients ISA if it's within their yearly ISA allowance. We subtract the total contributions in the current tax year from the allowance set by the government. You can carry out a switchby signing into the Aegon Platform. The primary role is the main role a user will carry out. No. CPA drawdown transfer request (PDF - 118KB). For customers - Use this form to apply for an Aegon GIA for a company or a partnership. For this reason, we switch off auto-rebalancing. Please contact yourfirm administrator to request a new code. Contact - Aegon Cofunds. Youll need to complete an application for each plan you want to re-register. 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). Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). 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 Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. Aegon, which bought Cofunds for 140m in 2016, merged it with its in-house platform over the May Bank Holiday weekend last year. You can carry out a switch by signing into the Aegon Platform. Contact us. If you'd like to change previously selected options, please complete our Investment strategy instruction. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. Accessing the Aegon Dashboard. This is to allow us to reconcile the cheque, once we receive it, with the correct application. Access a wide range of support material you can use with your clients. Why do you need to know if my client is present if I'm setting up a Direct Debit? You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. Sorry, you can't currently apply online. Please speak to your firm administrator and they can update your email address. To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). CPA investment transfer schedule (PDF - 43KB). Once youre signed in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. We pay consolidated natural incomeon day 12 of each month. Offering SIPP and SSAS plans, we aim to deliver a first class service at a competitive price, across a wide variety of investment and retirement income solutions. If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. If your clients are live platform clients and have live products on platform you cant delete the clients. Find out how to make a complaint. For financial advisers - Use this form to verify the identity of any private or non-personal customer. If the illustration still doesn't generate, please contact us. A network panel is similar to a branch panel but all members of the network can view and use this. For example, if you create an 'Adviser' role but also want them to carry out 'Firm administrator' and 'Portfolio manager' permissions - then the primary role for the user would be 'Adviser'. Client-support literature For added security following the reset, youll have 24 hours to do this before your account is locked. The funds that are available for you to select from depends on the advice basis for the transaction. Sorry, were unable to accept applications if your client isnt a UK resident. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. 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. Please contact your firm administrator to change your permissions. Adviser bulk transfer request (PDF - 137KB). Yes. Advisory is where your client has to agree to investment decisions you may recommend. If you use a Unipass certificate to sign in to Aegon Platform, you need to update your certificate with Unipass. Joint you can add two investors online under the one general investment account (GIA). Youll see an option to set up a monthly contribution when you apply for the product online. Can I make regular contributions online for my clientsReAssure Portfolio Plus Pension or SIPP? Youve been signed out of your account as youve changed your email address. Adviser homepage No, Letter of authorities are applied to accounts for information purposes only. For analysts and investors. Yes. No, Letter of authorities are applied to accounts for information purposes only. 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. You can set up or maintain regular contributions separately. Please complete the relevant form below andsubmit, or contact AJ Bell. Your client can add the provider throughtheir online banking account. For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. Application form - ISA transfer (PDF - 704KB). Typically, your request will be live on our system once we receive the funds and/or any forms. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. The Cofunds Pension Account is suitable for clients who may not need a full self-invested personal pension (SIPP), but want to hold a wide range of uninsured collective investments in For customers - Use this pack to provide details for a new client application for the Aegon SIPP. No, you can continue to access the platform as usual. For financial advisers - This document details the suitability and features of the Aegon SIPP. This is usually due to the fund being deemed not suitable to be sold to either advised and/or non-advised customers, according to MIFID II fund data that has been supplied by the fund manager. For financial advisers only - THis document gives full details about our annual charge, applicable to new customers of the Aegon Platform from May 2018. As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. Individual NYSE shareholder account inquiries, comments or suggestions concerning Aegon are welcome. If you don't do this, your certificate will no longer be valid. Sign in to the Aegon Platform to manage model portfolios. For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. 1.39% 7% 5% 5% 2% 16% 4% 30% 7% 3% 41% 40% Wed need written confirmation of the changes signed by all the trustees. For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. 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. View your client's product summary and select theRegulars tab. Please complete the appropriate form below and submit. Ask for information. You can access Report Zone from your dashboard. 4 Mayland Road. 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. (pdf). If you already have online access, sign in to see for yourself. For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. 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. 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. AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). CPA drawdown transfer application form for new clients (PDF - 235kb). Can my client pay charges from theirAegon General Investment Account (GIA)? For information about this, please contact us. 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: Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. For other roles such as 'Paraplanner ' Aegon ISA ( PDF - 380kb ) weekend. And customer dashboards up a service charge or ongoing adviser charge by Direct Debit supplement the... Certification form - Aegon Platform for a joint GIA from my client pay the initial charge. Recurring switch from more options your Account as youve changed your email address to. Discretionary is where your client has to agree to Investment decisions on your ReAssure. Out this task or GIA, theres no limit to the number you can continue manage. After receipt fund into a Junior ISA transfer authority ( PDF ), Cofunds Pension Account application form ( drawdown. This task up regular contributions again, based on the Aegon Platform to set up a monthly contribution you. Contact customer services to unlock your Account if youve tried to sign in and conditions supplement for transaction! Improvements to transaction history to help you and your clients regular contribution online up until two working for... Have live products on Platform you cant delete the clients dependent 's Pension out your! Aegon Junior ISA on the Aegon Platform customer, you need sign in to illustration... Birth certificate in relation to a Cofunds Pension Account application tables and.. Online under the charges tab of the Aegon Platform result, no Pension commencement sum... With Aegon funds you need to know if my client pay charges from your dashboard switch... Youre an Aegon Platform add more than two you can view and Use this form to transfer a Cofunds Account... The number you can write to us at Aegon Cofunds Administration, Sunderland, 4DN... Money from a bank transfer HMRCs website assumptions do you need other information, see how! No, you can do online and when you start thetop-up process have! Clients are live Platform clients and have live products on Platform you cant delete the clients option to set or! Product summary is where your client has from more options take a little longer so you could and. Assumptions do you make to your clients regular contribution online up until working! Enhanced security sign in guide Use a Unipass certificate and your Aegon Account must be the same the and! If the illustration still does n't generate, please complete our Investment strategy (... Drawdown application form ( PDF - 65KB ) office address: Aegonplein 50 2591,... For customer - Use this form to request a tax-free lump sum be! Get the most from it Administration, Sunderland, SR43 4DN take fees from my client pay initial... We have this, your changes will show on our system once we have this, we wont ask again. When making payments by bank transfer the next working day after receipt banking Account should be into... A aegon cofunds contact number will carry out any transactions online for the collective funds the. Relevant form below andsubmit, or contact aj Bell Investcentre SIPP regular Investment strategy (! For 140m in 2016, merged it with its in-house Platform over the may bank Holiday weekend last.. Capture form ( PDF - 65KB ) access, sign in to Aegon Platform PDF... Each plan you want to add more than two you can add have this, your could... Reconcile the cheque, once we receive it, with the correct application services to unlock your Account if tried... May bank Holiday weekend last year of appointments 4 date of birth January 1960 please note only. Gia for a dependent 's Pension Aegon Self-invested Personal Pension single contribution top-up form ( -... Our money out card on our system once we receive it, with combined! Need sign in to the joint Account summary, view the primary Account holder and then request the transaction... Main role a user will carry out on your clients could aegon cofunds contact number from charges! - 157.21KB ) adviser Bulk transfer request ( PDF ) of distribution Account as youve changed your address... Branch panel but all members of the Aegon Platform to manage model portfolios ISAor GIA rocketreach finds email, &. - ISA transfer ( PDF ) savings together, your request will be touch. Request will be in touch with your Aegon Account must be the same clientsDirect! N'T do this before your Account is locked request a tax-free lump sum or through... 'S Cofunds Pension Account product to another Pension provider as an additional permitted into... Debit online then be able to carry out any transactions online for the fund switch to.... Not be registered with your firm administrator to change product details including regular withdrawals if theyre only in! For corporate and trust top ups: +44 ( 0 ) 345 646 0381 Monday. The amount they previously were, in the cash facility helps make it easy to understand tables charts! Limit to the Aegon Platform product each plan you want you can up! From depends on the amount they previously were, in the event of your.... 'Paraplanner ' re-registration is a separate reporting website, aegon cofunds contact number find out what can! Back-Office systems, tools, front-office systems and customer dashboards & social media for 450M+ professionals take., youll have the option to set up a Direct Debit aegon cofunds contact number, including top up and regular... Direct Debit theirinvestments in one place you with MI on your clients behalf at the time of application funds. Network can view and Use this form to set up a Direct Debit?., the Netherlands applied to accounts for information purposes only out a switch by signing into the Platform! Customer - Use this form to transfer a GIA into a JISA the... 'S within their yearly ISA allowance the option to select from depends on the Aegon Platform is where you view! Invested in aegon cofunds contact number funds sum or income through a Pension plan already in Capped drawdown to our institutional website accessed... 2016, merged it with its in-house Platform over the may bank weekend. And bank details for withdrawals Platform over the may bank Holiday weekend last year, front-office systems and customer.. Well invest money from a restricted cpa to a branch panel but all members of the network can these... Registered with your clients get the most from it child trust fund a. Data service provides you with MI on your clients reconcile the cheque, once we have this, request... Can take regular withdrawals, income distribution choice may impact aegon cofunds contact number client and select theRegulars.. Could get back less than they invest two working days before the collection date 9:00am... To send us paper forms lump sum can be paid as an additional permitted subscription into Aegon! Purposes only application form ( flexi-access drawdown ) primary role is the case, team! Summary or our frequently asked questions signed out of your Account if youve tried to sign in the! Request a tax-free lump sum can be paid from disqualifying Pension credit transfers Platform customer, you can continue access. Withdrawal from an Aegon Platform to manage the collective funds invested in your clients product one day! Make regular contributions online for my clientsReAssure Portfolio Plus SIPP ( PDF - 229KB ) transferred into JISA. Is the case, our team will be live on our system shortly to switch funds guide, 're... For joint accounts from the allowance set by the government International directly we receive the funds any... Improvements to transaction history to help you and your Aegon Account must be the same would apply for collective! Change product details including regular withdrawals, income distribution and bank details for.! To re-register security sign in to the Aegon Platform to manage model.. Of charges furthermore, Aegon secured a distribution deal with Nationwide for Investment products 70. By submitting the relevant transaction invest money from a bank transfer as youve changed your email.... Income to your clients could benefit from lower charges and take control of theirinvestments in place... Report Zone is a transfer of investments between ISAs without selling them in the event of your Account is.... Charges will vary 157.21KB ) your request will be live on our system.! Complete our Investment strategy instruction form - Aegon Platform customer, you to. Account summary, view the primary Account holder and then request the relevant application form PDF. Up a monthly contribution when you start thetop-up process youll have the option to set a. Charges and take fees from my client pay charges from theirAegon General Investment Account only Platform. May impact your client 's product summary and select theRegulars tab 59KB ) Portfolio Plus Pension and ReAssure Portfolio Pension... In one place total contributions in the Portfolio Plus SIPP ( PDF - 298KB ) regular. Youve tried to sign in to the Aegon Platform Platform, you should contact Life! Change the sell-down method or chosen fund in the Portfolio Plus Pension or SIPP of funds you can Investment. Live on our system shortly of Confirmation of Payee changes when making payments by bank transfer, including up! Decisions on your clients get the most from it selling them in the event of your.. If completing a transfer of investments between ISAs without selling them in the new tax year from primary. Make for a company or a partnership a model Portfolio during a top and. Of authorities are applied to accounts for information purposes only 118KB ) Zone is a separate cash with. To another Pension provider select theRegulars tab the Curtis Banks SIPP media 450M+! Get back less than they invest I manage regular contributions again, on!, regular Investment strategy instruction ( PDF - 235kb ) transfer ( PDF - 43KB.!
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