AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). Get 5 free searches. If your firm/DFM administrator isn't able to help you, you can contact us. 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. If your client's bank does participate in this scheme, your client will be prompted to enter further verification information. 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. 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. Use this form to upgrade from a restricted Cofunds Pension Account to a full Cofunds Pension Account. Key features of the Cofunds Pension Account (PDF - 201KB). Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). 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. 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'. 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? AJ Bell Investcentre SIPP transfer form (PDF - 76KB). If your firm administrator cant help you, please contact us usingwebchat. Unit and share class conversion form (PDF - 664KB). For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). 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. ReAssure Canada Life International Portfolio Bond supplement (PDF - 30KB). There are several different roles available. Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. CHARLES WALMSLEY, NEW MODEL ADVISER Editors Picks Next Gen 11 Jan, 2023 11 Jan, 2023 Advisory is where your client has to agree to investment decisions you may recommend. If you dont use the most up to date version, this may increase security vulnerabilities. Once verification is complete, you'll see a message on screen (and your client will receive an email) confirming if the payment was successful or not. Well make payments at that point, usually within two working days, assuming theres enough money in the products cash facility. Aegon General Investment account - transfer forms. Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. Call charges will vary. Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? Child Trust Fund to Junior ISA transfer application(PDF - 78KB). It allows you to sign in to multiple websites within the financial services industry on any device. Select More options on your client's product summary and then select Drawdown. 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. 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. 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. For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. Why do you need to know if my client is present if I'm setting up a Direct Debit? Phone: +44 (0) 3456 01 77 21 Call charges will vary. Death benefits guide to the Aegon SIPP (pdf). CPA drawdown transfer application form for new clients (PDF - 235kb). For customers - This guide explains the key features of the Aegon SIPP. Aegon SIPP terms and conditions (PDF - 235KB). Once we have received a switch request, it will be actioned within 2 working days. Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? We use cookies to give you the best possible experience on our website, please read our Contact via email: [email protected] Contact via phone: +31 70 344 3210. This transaction completes the strategic transformation of Aegon's The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. Access isnt available if your client has multiple advisers. 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. 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. You wont be able to retrieve this. You can top up an existing product online by signing in to the Aegon Platform. Power of attorney and third party CVI (PDF - 155KB). If you select pensions savings or full immediate drawdown there are different types of transfers available. And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. Wed need a new application for a joint GIA. Aegon GIA application for pension schemes (PDF - 87kb). Did you know you can complete this process online. Granting an adviser authority or appointment of adviser form (PDF - 166KB). You can top up an existing product online by signing in to the Aegon Platform. Block due to legislation you can only add one. Training and resources Your client must be habitually resident in the UK for us to accept the business. Fitzalan Road Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). Yes. Curtis Banks SIPP supplement (PDF 33KB). For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. For analysts and investors. Can I update my client's income distribution choice across all products they hold? Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). Aegon ISA transfer application form (PDF - 722KB). United Kingdom. For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. The income distribution choice has to be set individually for each product your client has. Why have you asked me to provide a bank statement? For customers - Use this form for corporate and trust top ups. When your Unipass certificate expires, youll have to add details of the new one. It usually takes around three working days for the payment to be available for investment. View your client's product summary and select theRegulars tab. For GIA and ISA Sorry, were unable to accept applications if your client isnt a UK resident. Aegon General Investment account - Support literature, Aegon Platform - ISA, JISA and GIA charges guide (PDF - 228KB). Aegon GIA application for charities (PDF - 225kb). 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. You can't carry outthese transactions online. Get in touch with us if you're having trouble finding what you are looking for. Aegon Junior ISA change of registered contact form (PDF - 158KB). 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. Aegon SIPP record of payments due form (PDF - 84KB). Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. Discretionary is where you can make investment decisions on your clients behalf. Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). What do I do if my mobile number and/or smart device used for sign in verification has changed? For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. To find out how to use the updated forms take a look at ourquestions and answers (pdf). It takes around three working days before the money is available for investment. For customers - This document sets out our order execution policy for all Aegon UK platforms. For SIPP Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). When you need to sign into the platform to obtain a new certificate, youll be asked to enrol a verification method at this point. 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 AJ Bell Investcentre SIPP Investments Application (pdf), AJ Bell Investcentre SIPP Investments Transfer Application (pdf). 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. You can complete theDirect Debit instruction online if your client is present. Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). Assets may not be sold if the funds are suspended. We dont allow this to happen as part of our anti-money laundering mitigation. We use your clients email address for service notifications and to allow clients to manage their accounts. 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). You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. Call the company. In order to get you to the right place, we need to find out a bit more about you. For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. A redirect to their mobile phone or tablet where they can authorise the debit card payment from within their banking app. When youre processing a trade, youll be able to select from the fund panels relevant to you. For more information, you can view the product literature on Canada Life Internationals website. Conflicts of interest policy (PDF - 29KB). To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). For customers - Use this form to confirm the details of an entity for tax purposes. These are shown below, please contact your firm administrator orusto find out the different permissions each role has. 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. 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. Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). Please ask your client to contact usand we can help. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). For customers - Use this form to top up your existing Aegon ISA. For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. This is to allow us to reconcile the cheque, once we receive it, with the correct application. They can't select reinvest or consolidated natural income. Use this form to verify a birth certificate in relation to a Cofunds Pension Account application. Call charges will vary). Aegon SIPP Rocketreach finds email, phone & social media for 450M+ professionals. Can I be a servicing adviser and take fees from my client's account? Alternatively, it could be because the fund has been suspended. 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. For customers - Terms and conditions supplement for MoneySuperMarket customers, AJ Bell Investcentre SIPP supplement (PDF - 33KB). We pay consolidated natural incomeon day 12 of each month. You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. (pdf). Well invest the balance of the contribution, after payment of initial adviser charge, into the product. We hope you never have cause to We may still send some documents by post where an online version isn't currently available. Sign in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. Theres no limit to the number of funds you can add. Corporate company investor for the GIA only. If you'd like to change previously selected options, please complete our Investment strategy instruction. Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). Re-registration authority form - GIA (PDF - 34KB). A fund panel is a list of favoured or researched funds. Aegon Junior ISA application form (PDF - 68KB). You can read our Fund protection summary or our frequently asked questions. For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. Making contributions to products on the Aegon Platform (PDF - 259KB). For financial advisers - Use this form to withdraw part or all of the value of the Aegon GIA and make a subscription of equivalent amount to an existing Aegon ISA. 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. Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). For GIA and ISA For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. For customers - Terms and conditions of the Aegon SIPP. Please select the box that applies to you.. We aim to support older versions of browsers but updating to the latest version will give you the best experience. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. When we make the change, both you and your client will both be able toview this. Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. Your client can add the provider throughtheir online banking account. For any other CPA transactions, please complete the relevant form below and submit. Please contact our Investor relations team for assistance. 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. How to make a complaint 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. Yes. Aegon General Investment Account application form (PDF - 680KB). If you want to change product details please use the Change to product details form. For customers - Terms and conditions supplement for the Curtis Banks SIPP. No, youll need to get in touch with us, with details of your client and what you'd like the retirement age to change to. 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. This will delete any registered number and/or authentication app. Find out how to make a complaint. 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, use the forms below. What do you mean by habitually resident in the UK? Get Carol Platt's email address (c*****@theaccessgroup.com) and phone number at RocketReach. Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? After youve registered, youll be able to use the Sign in with Unipass link. Sorry, you're not able to carry out any transactions online for your client's Cofunds Pension Account. 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 We need written confirmation of the changes. Use this form to verify a marriage certificate in relation to a Cofunds Pension Account application. CPA birth certificate verfication (PDF - 52KB). You can select the account we pay it in to. Yes. Change of customer details form - Aegon Platform (PDF - 153KB). 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. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. 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. We give all clients a GIA so they can pay their charges from it if they want to. For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. Use this form to have a Cofunds Pension Account investor to affirm the fees applicable to the product. 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). For customers - Use this form to apply for an Aegon GIA for a company or a partnership. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. To do this, please complete our Change to product details form. 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. For customers - Use this form to apply for an Aegon General Investment Account (GIA). If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. With your Unipass account, you can download and store a Unipass Certificate to allow you access to your chosen websites. Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). If your client is male, then well assume the dependent is three years younger. For customers - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. We now help around 3.8 million customers with their financial goals, and we want to help you take control of Our guide will help you through the process. Youll need to contact ReAssure to do this. Accessing the Aegon Dashboard. Your client can make a single and/or a regular contribution into a product. You can make one single contribution and/or set up one regular contribution instruction on each product. We subtract the total contributions in the current tax year from the allowance set by the government. If there are any problems, we'll contact you. For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. CPA marriage certificate verification (PDF - 54KB). For financial advisers - Use this form to apply a new initial charge, an ad-hoc adviser charge, and ongoing adviser charge or amend an ongoing adviser charge on an Aegon ISA or Aegon GIA. If you already have online access, sign in to see for yourself. For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. This form also generates as part of the new business application online process. If your clients are still prospects and dont have any products on platform, the record will be deleted. View your client's product summary and select Regulars tab. You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. If your firm administrator isn't able to help you, you can contact us. For each product, we need to know the relationship between the adviser and the client. You can carry out a switch online for the collective funds invested in your client's Suffolk Life Trustees or Annuities pension that are held on the Aegon Platform. 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 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. Can I cancel my clientsDirect Debit for payment of charges? Bulk Data admin (if linked to a financial adviser with firm or branch access). Aegon Self Invested Personal Pension illustration data capture form (pdf). You need to register your Unipass certificate with your Aegon account. You can cancel a regular contribution online up until two working days before the collection date. (pdf). Instructions for submission can be found on the form. Our platform puts you in control of your clients' financial futures., With over 4,000 investment options (as at December 2021), including Risk-Managed Portfolios built by us, the Aegon Plaform can adapt easily with your clients' changing financial needs, as they progress through their working life into retirement.. Yes, your client can move assets held within their GIA to their ISA. Third-party systems include back-office systems, tools, front-office systems and customer dashboards. If you need other information, please contact us. http://www.cofunds.co.uk. Status: Page Online Aegon Life Insurance Customer Care Toll Free Number https://www.bankbazaar.com/insurance/aegon-life-insurance-customer-care.html When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. Can I reduce my clients payment of charges paid by Direct Debit online? For customers -This factsheet summaries Aegon UK's policy on how it manages conflicts of interest overall across its UK businesses. Theres some information we havent previously captured about your client that we need. 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 - Use this form to allow a JISA investor to change their regular contributions into their JISA.