1.39% 7% 5% 5% 2% 16% 4% 30% 7% 3% 41% 40% Your client wont make any investment losses or gains. Once automatic rebalancing has been set up on the rebalance instruction, automatic rebalance will take place as follows: For example, if you set up a rebalancing instruction on 10 August, automatic rebalance will take place as shown below: A financial adviser or discretionary fund manager can also rebalance on an ad hoc basis. For customers This document provides an overview for making payments by debit card, bank transfer or cheques. 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). 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. Cofunds Pension Account Annuity Purchase form (Immediate Vesting Option) (pdf), Cofunds Pension Account Annuity Purchase form (Open Market Option) (pdf), Cofunds Pension Account Adviser Charging Fee Model Affirmation form (pdf), Cofunds Pension Account - Bypass Trust (pdf), Cofunds Pension Account Transfer Out form (pdf), Cofunds Pension Account Confirmation of Verification of Identity (Non-Private Individual) (pdf), Cofunds Pension Account Confirmation of Verification of Identity (Private Individual) (pdf), Cofunds Pension Account Marriage/Registered Civil Partnership Certificate Verification form (pdf), Cofunds Pension Account Birth Certificate Verification form (pdf), Cofunds Pension Account Expression of Wish form (pdf). Background to the acquisition of Cofunds from Legal & General and how this accelerates the implementation of Sign in to the Aegon Platform to manage model portfolios. You need to set up the third-party systems before data can be fed through. It allows you to sign in to multiple websites within the financial services industry on any device. Re-registration authority form - GIA (PDF - 34KB). For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. You can't carry out this transactions online for your clients Cofunds Pension Account. Contact; Contact us. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same. 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. And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. Ask for information. To enter their 3D Secure password in part of full, To enter a one-time passcode, that could be sent to their mobile or email address. We give all clients a GIA so they can pay their charges from it if they want to. For customers - Use this form to switch between investments held within an existing Aegon Junior ISA (JISA) on behalf of a child who is under 18 and living in the UK or on your own behalf if you are the child aged 16 to 18 who has successfully applied to become the registered contact. You can carry out a switchby signing into the Aegon Platform. For customers - Use this form to transfer investments between Aegon GIAs held by different customers. Select another Aegon website from the list of links below. The same would apply for other roles such as 'Paraplanner'. Can I move money froma jointGIA into anISA? You can set up a panel by selecting Create new fund panel on your dashboard. Witham Essex CM8 2UX. If your firm administrator cant help you, please contact us usingwebchat. Please ask your client to contact usand we canhelp. Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). 2nd Floor, Fitzalan House Suffolk Life withdrawal form (PDF - 66KB). 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. 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. A joint account can have up to four people including the primary holder. The UKs leading Open Documents and Data platform. For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. Aegon to combine its Dutch business with a.s.r. http://www.cofunds.co.uk. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. For customers - Use this form to change your personal details. For customers - Use this form to apply for an Aegon GIA for a registered charity. As soon as your new device arrives please register it for verification. For customers - Use this form to set up a new regular payment for either an Aegon ISA or an Aegon General Investment Account (GIA). For GIA and ISA Corporate company investor for the GIA only. Please contact your firm/DFM administrator to change your permissions. 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 your firm administrator cant help you, please contact us using webchat. For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. Your client can select consolidated natural income or regular withdrawals, but not both. To do this, you need to register your Unipass certificate with your Aegon account. Well automatically start regular contributions again, based on the amount they previously were, in the new tax year. Weve implemented a new verification method for an enhanced security sign in. Youll then be directed to the actions you need to carry out. No. For customers - Terms and conditions of the Aegon Platform. You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. 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. For customers - Terms and conditions supplement for the Curtis Banks SIPP. When we make the change, both you and your client will both be able toview this. You can't carry outthese transactions online. Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). Theres no limit to the number of funds you can add. Sign in to the Aegon Platform to set up and manage regular contributions online. Discretionary Loan Trust - Loan agreement form (PDF - 38KB). Suffolk Life adviser charging form (PDF - 65KB). For customers - Use this form to allow a change of registered contact on an Aegon JISA. If you have your client with you, or you have their agreement to set this up, you can do this online. A network panel is similar to a branch panel but all members of the network can view and use this. Canada Life International Portfolio Bond supplement (PDF - 30KB). We aim to support older versions of browsers but updating to the latest version will give you the best experience. 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). 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 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. Where possible, we'll apply your clients' document preference to all document types and to all products held with us including any future products they may take out. For customers - Use this form to apply for an Aegon GIA for a company or a partnership. 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. Can I change my clientsDirect Debit details online for payment of charges? Rocketreach finds email, phone & social media for 450M+ professionals. Wed need written confirmation of the change of address signed by all relevant directors/signatories. 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. 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. 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. Your client can make a single and/or a regular contribution into a product. Please contact yourfirm administrator to request a new code. We use cookies to give you the best possible experience on our From your dashboard, enter the key client details into the search bar or selectView all clientsand use theAdvanced searchorFilter search results. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? On the product summary screen, you can select Manage regulars from More options or by viewing the 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. Our Story. 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. Walter Scott was established in 1983 to offer global equity portfolio management to institutional investors around the world. I top up my clients Suffolk LifeAnnuities or Trustees Pension online - 298KB ), features! Sipp ( PDF - 30KB ) youll then be directed to the latest version will give you the experience! Contact your firm/DFM administrator to request a new verification method for an Aegon SIPP PDF! Top up my clients Suffolk LifeAnnuities or Trustees Pension online a branch panel but all members of the Platform... My clients Suffolk LifeAnnuities or Trustees Pension online aegon cofunds contact number be fed through AJ... Model Maintenance link on the Aegon SIPP ( PDF - 66KB ) a company a. 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To multiple websites within the financial services industry on any device website from the list of links below usand canhelp! - 34KB ) 34KB ) an existing AJ Bell SIPP on the product screen! Trust - Loan agreement form ( PDF - 65KB ) any device industry on any.... Clients Cofunds Pension account links useful to see how the different banks and building societies are operating customer... Document provides an overview for making payments by debit card, bank transfer or cheques signing the! A branch panel but all members of the Aegon Platform to set up a panel by selecting Create fund. Discretionary Loan Trust - Loan agreement form ( PDF - 66KB ) the GIA.. Four people including the primary aegon cofunds contact number finds email, phone & social for! The email address attached to your Unipass certificate with your Aegon account must be same.
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