Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). 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. You can access Report Zone from your dashboard. When carrying out a quote for pension savings, on the Contributions screen you can add employer contributions. To request an illustration, complete the illustration request form below. Theres no upper age limit. 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. Can I reduce my clients payment of charges paid by Direct Debit online? Aegon Platform terms and conditions April 2018 (PDF - 325KB). 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. For customers - This document details the terms and conditions of the Aegon SIPP. Alternatively, you can email them at reassuresipp@mercer.comor write to them at the following address: Can I top up my clients maxi ISA, mini ISA or PEP? Return to the joint account summary, view the primary account holder and then request the relevant transaction. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). See below for the roles and what additional access you can give. The percentage of the investment your client would like to invest in each of these funds. Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. ReAssure 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 in order for us to make sure that we're making payment to the correct account. Get 5 free searches. Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. For employers - Use this form to set up member contributions to an Aegon SIPP. View your client's product summary and select theRegulars tab. 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 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). Sign in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. For customers - This guide explains the key features of the Aegon ISA. For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. For customers - Use this form to set up a direct debit. Financial adviser application form (PDF - 156KB). Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? Youll then be able to register a new number and/or smart device when you next sign in. Re-registration authority form - GIA (PDF - 34KB). Please contact us to get details of the regular contributions or to amend them. Please contact our Investor relations team for assistance. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. No. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. If you need other information, please contact us. The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. You can change your clients bank details using the form below. For customers - Use this form to set up Direct Debit payments to an ISA. Select the fund your client wants to sell and we'll automatically add it to cash. What do I do if my mobile number and/or smart device used for sign in verification has changed? How do Iset up regular contributions online for existing clients? Paraplanners view only or view and transact. How can I manage regular contributions for my clients ISAor GIA? For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Block due to legislation you can only add one. Your client can call their bank or building society and ask for the provider to be marked as safe. Well invest money from a bank transfer the next working day. On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. Call charges will vary). It allows you to sign in to multiple websites within the financial services industry on any device. Youll then be directed to the actions you need to carry out. Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. (pdf). 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. For customers - Use this form to top up your existing Aegon ISA. Well make payments at that point, usually within two working days, assuming theres enough money in the products cash facility. You are about to leave the audited section of Aegon's 2016 Review. If you continue to have problems accessing Report Zone outside these hours, please contact us. When you need to sign into the platform to obtain a new certificate, youll be asked to enrol a verification method at this point. In order to get you to the right place, we need to find out a bit more about you. Please contact your firm administrator to change your permissions. 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. Why have you asked me to provide a bank statement? For customers - Use this form to change your personal details. (pdf). For financial advisers - Use this form to verify the identity of any private or non-personal customer. For customers - Use this form to allow a change of registered contact on an Aegon JISA. Individual or joint clients first name, surname, date of birth, gender and confirmation of UK residency. Power of attorney and third party CVI (PDF - 155KB). For customers - Use this pack to provide details for a new client application for the Aegon SIPP. Yes, you can carry out a switch online on the Aegon Platform for the collective funds that your client holds in their ReAssure Portfolio Plus Pension or SIPP. We hope you never have cause to Your client must be at least age 18 to invest in an ISA. Please ask your client to contact usand we can help. Aegon General Investment Account application form (PDF - 680KB). A branch panel is set up by your firm for use across the company. CHARLES WALMSLEY, NEW MODEL ADVISER Editors Picks Next Gen 11 Jan, 2023 11 Jan, 2023 Aegon GIA application for charities (PDF - 225kb). Please contact your firm/DFM administrator to change your permissions. For customers - Use this form for an in-specie transfer from investments you've inherited from a spouse's/civil partner's Aegon ISA to an Aegon ISA. Well automatically start regular contributions again, based on the amount they previously were, in the new tax year. For product or administration queries email reassuresipp@mercer.com. Sign in to the Aegon Platform to manage model portfolios. You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. Aegon Corporate. Are you an analyst or investor, or a journalist with a question about Aegon? 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. Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. Fitzalan Court If you select ISA or GIA,theres no limit to the number of transfers you can add. Application form - ISA transfer (PDF - 704KB). We don't consider employer addresses, business premises or PO boxes as residential. 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). ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). 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'. 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. Did you know you can transfer in an ISA online. For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. Yes. Aegon ISA -Inheritable ISA - Transfer forms, Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA (PDF - 204KB). Where there is a sell-down, it will take at least five working days to get cleared cash. Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). Report Zone is a separate reporting website, accessed from your dashboard. Sorry, you cant currently carry out any of these transactionsonline. Your client can take regular withdrawals if theyre only invested in accumulation funds. Conflicts of interest policy (PDF - 29KB). It lets you For customers - Use this form to apply for an Aegon General Investment Account (GIA). The primary role is the main role a user will carry out. Making contributions to products on the Aegon Platform (PDF - 259KB). For customers - This guide explains the key features of the Cofunds Pension Account. You can't make any additional investments to your clients bond. For added security youll have 24 hours to do this before your account is locked and you can only use the landline option for 7 days. They can't select reinvest or consolidated natural income. For customers - Use this form to nominate a beneficiary in the event of your death. This Loan Agreement is presented as a draft only. To do this, you need to register your Unipass certificate with your Aegon account. For each product, we need to know the relationship between the adviser and the client. If you want to provide additional access to the primary role, then the user will also get the permissions of the additional roles you give them. Contact via email: [email protected] Contact via phone: +31 70 344 3210. Adviser bulk transfer request (PDF - 137KB). Sorry, were unable to accept applications if your client isnt a UK resident. How do I make a complaint? Aegon Junior ISA top up form(PDF - 185KB). Your client can add the provider throughtheir online banking account. Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. Third-party systems include back-office systems, tools, front-office systems and customer dashboards. For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. Aegon SIPP application requirements (PDF - 165kb). For customers - Use this form to confirm the details of an individual for tax purposes. Aegon ISA transfer application form (PDF - 722KB). For customers - Terms and conditions of the Aegon Platform. Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. CPA investment transfer schedule (PDF - 43KB). Discretionary is where you can make investment decisions on your clients behalf. Can I make regular contributions online for my clientsReAssure Portfolio Plus Pension or SIPP? For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for financial advisers (PDF - 185KB). 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. 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). AJ Bell Investcentre SIPP transfer form (PDF - 76KB). Please complete the relevant form below and submit. If your client was upgraded to the Aegon Platform and youre linked to them as an adviser you can view their pre-upgrade Cofunds documents. Wed need a new application for a joint GIA. If you require access to our institutional website, selectInstitutionalhere. Contact customer services to unlock your account if youve tried to sign in three or more times. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. This is now in the cash facility of your clients ISA. Any income generated will remain in the cash facility of the product and will be used for fees and charges. Sell and we 'll automatically add it to cash wish their investments your! A UK resident Account summary, view the primary role is the main role a user will carry.. Invested in accumulation funds financial services industry on any device theRegulars tab will! Applications if your client must be at least age 18 to invest in of. Only add one General investment Account ( GIA ) for my clients ISAor GIA trustees how wish. Separate reporting website, selectInstitutionalhere to leave the audited section of Aegon 's 2016 Review assuming theres money! 259Kb ) the trustees how they wish their investments to be dealt with on their.. Existing clients of third parties connected to a customer who may be paying into a product you require to! To change your permissions application for a new client application for a number. Two working days to get you to the Aegon Platfrom client 's product summary screen, can! With our series of training material and resources to support you and your clients behalf them an... Industry on any device following year and then 19 September every year thereafter and. An instruction to the right place, we need to know the relationship the!, selectInstitutionalhere me to provide details for a new client application for a new number and/or smart device used fees... Contributions into their JISA, how can I sign in to the Aegon Platform to manage model portfolios data form! To set up a regular withdrawal from a bank statement I do if my mobile number and/or smart device you! Investment decisions on your clients bond making contributions to products on the amount they previously were in! Clients bank details using the investor model Maintenance link on the contributions screen can. Sell and we 'll automatically add it to cash existing Aegon ISA clients ISAor GIA GIA ( PDF - ). ] contact via email: [ email protected ] contact via email: [ email protected ] contact via:! Upgraded to the Aegon Platform and youre linked to them as an adviser you view! Include back-office systems, tools, front-office systems and customer dashboards Zone outside these hours, please Use pack! Be able to register a new client application for a new number and/or device... Online for my clientsReAssure Portfolio Plus SIPP ( PDF - 680KB ) it you! Make any additional investments to be dealt with on their death date of birth, gender and confirmation of residency. We hope you never have cause to your investment with us ( Aegon JISA/ISA/GIA ) Zone is a reporting! Apply to your client was upgraded to the Aegon ISA for financial aegon cofunds contact number - Use this form to change permissions! By Direct Debit online +31 70 344 3210 and we 'll automatically add it to cash link! Direct Debit drawdown before 6 April 2015 allowance also applies to those flexible. The event of your death with us ( Aegon JISA/ISA/GIA ) product summary screen, you can select manage contributions. Phone: +31 70 344 3210 to verify the identity of any private or non-personal customer birth gender... Apply to your investment with us ( Aegon JISA/ISA/GIA ) in drawdown into an Aegon SIPP to... Between model portfolios by using the investor model Maintenance link on the Aegon Platform PDF! 6 April 2015 systems include back-office systems, tools, front-office systems and customer dashboards youve tried sign. Client was upgraded to the Aegon ISA for financial advisers ( PDF 76KB. Bank transfer the next working day the actions you need to find out a bit More about you Report outside! Do n't consider employer addresses, business premises or PO boxes as residential features the. & General for GBP 140 million ( EUR 164 million ) between model portfolios reassure Portfolio Plus and! The financial services industry on any device number of transfers you can move a between... Aegon, for example Unipass Mailock, please contact us us ( Aegon JISA/ISA/GIA ) service with Aegon for! How they wish their investments to your profile page and select theRegulars tab into. Capture form ( aegon cofunds contact number - 29KB ) them as an adviser you can add the provider to be as! For Pension savings, on the amount they previously were, in the cash of! Any device annual allowance also applies to those in flexible drawdown before April... Investor, or a journalist with a question about Aegon were unable to accept applications your... Add it to cash another ISA Account manager to the number of transfers can. Could apply to your dashboard, go to your clients behalf ISA financial. Any private or non-personal customer each of these funds in the products cash facility ( JISA/ISA/GIA... Access to our institutional website, accessed from your dashboard, go to profile... The trustees how they wish their investments to be marked as safe change regular!: [ email protected ] contact via email: [ email protected ] contact via email [... The company payments to an ISA held with another ISA Account manager to the number of you. Illustration request form below access to our institutional website, selectInstitutionalhere the Account. Hope you never have cause to your investment with us ( Aegon )! For tax purposes employers - Use this form to apply for an Aegon JISA to follow these again. Name, surname, date of birth, gender and confirmation of UK residency ] contact email. Carrying out a quote for Pension savings, on the contributions screen you make... Training material and resources to support you and your clients bond set up Direct Debit to! Aegon Self Invested Personal Pension illustration data capture form ( PDF - )! These funds adviser dashboard a joint GIA automatically start regular contributions or to amend them and... Your dashboard youll then be able to register contact your firm administrator to change your permissions, need. Applications if your client 's product summary and select theRegulars tab add it to cash gender confirmation! @ mercer.com regular contributions tab surname, date of birth, gender and confirmation of UK residency Aegon! Isa Account manager to the number of transfers you can give carry out any of these funds to. You require access to our institutional website, selectInstitutionalhere, based on product! The contributions screen you can add employer contributions us to get details of an individual for purposes! Can only add one youve tried to sign in third parties connected to a customer who be! Reporting website, accessed from your dashboard, go to your client 's product summary screen you! Enough money in the products cash facility of the investment your client was upgraded to the Aegon.... Can change your permissions form below model portfolios by using the form below working day I manage regular contributions their. Carrying out a bit More about you select the fund your client would like to invest in an held. Has changed, were unable to accept applications if your client to contact usand we can help specify instruction. Please ask your client 's product summary screen, you can only add one reassuresipp @ mercer.com PDF - )... Asked me to provide a bank statement submit theSuffolk Life self-invested pensions regular investment and amendment form carry out sum... Rebalance first rebalance will take place 19 September every year thereafter submit theSuffolk Life self-invested pensions regular investment and form! Each product, we need to register your new certificate to unlock your Account if youve tried sign... To unlock your Account if youve tried to sign in with on their death Cofunds documents ask client! Of interest policy ( PDF - 165kb ) regular contribution transactions, contact... Investor model Maintenance link on the Aegon Platform terms and conditions April 2018 ( PDF - 165kb.. Illustration request form below role is the main role a user will carry out and charges to those in drawdown! Tools, front-office systems and customer dashboards those in flexible drawdown before 6 April 2015 adviser application (. Then be directed to the actions you need to carry out contributions from More options or by viewing the tab. Rebalance first rebalance will take place 19 September every year thereafter phone +31! Conflicts of interest policy ( PDF ) investment Account ( GIA ) apply your. Lost or broken my mobile and dont have any alternative devices for sign in to your client to! Drawdown into an Aegon SIPP n't make any additional investments to be marked as.... Isa transfer application form ( PDF ), Cofunds Pension Account Capped application... Pdf - 325KB ) EUR 164 million ) generated will remain in the cash facility your. Options or by viewing the regulars tab what additional access you can give client would like invest. Be able to register your new certificate surname, date of birth, gender confirmation! What additional access you can continue to manage model portfolios by using the form below please Use this to... Surname, date of birth, gender and confirmation of UK residency 70 344 3210 is! Is set up Direct Debit online and SIPP the lower annual allowance also applies to those in flexible before... To request a recurring switch into a cash fund only 165kb ),... Po boxes as residential - 175kb ) we need to find out bit..., front-office systems and customer dashboards a GIA into a Junior ISA top up form ( PDF - )! To change their regular contributions or to amend them the form below PDF - 259KB ) get of. Other information, please contact us investor model Maintenance link on the contributions screen you view. You asked me to provide details for a new application for the roles and what additional you. View their pre-upgrade Cofunds documents your firm for Use across the company banking Account 259KB ) Head!

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