How your client does this will vary depending on their bank or building society. 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. A branch panel is set up by your firm for use across the company. The primary role is the main role a user will carry out. 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: You can't carry outthis transaction online for your clients Cofunds Pension Account. For customers - This factsheet explains how you can make a complaint. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? The switch amount will go through assuming theres enough funds in the General Investment Account (GIA) and the amount of the switch doesnt currently go over the yearly ISA allowance. (pdf). You need to set up the third-party systems before data can be fed through. This guide gives you an overview of the death benefit options available with the Aegon Self-invested Personal Pension (Aegon SIPP). Fitzalan Court Well allocate this to your clients product one working day after receipt. Power of attorney and third party CVI (PDF - 155KB). For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. Corporate company investor for the GIA only. For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. Cash held within the cash facility of any product attracts interest at a gross rate of. You or your client should contact us to tell us that theyve moved abroad. It allows you to sign in to multiple websites within the financial services industry on any device. As soon as your new device arrives please register it for verification. Select More options on your client's product summary and then select Drawdown. Select the fund your client wants to sell and we'll automatically add it to cash. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. Typically, your request will be live on our system once we receive the funds and/or any forms. Some 2,500 people work You can set up a panel by selecting Create new fund panel on your dashboard. For any other CPA transactions, please complete the relevant form below and submit. If you dont add a regular contribution when you set the product up, you can do this later. Suffolk Life withdrawal form (PDF - 66KB). You need to complete our Re-registration authority form and send this to us. For customers - Terms and conditions supplement for Junior ISA. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. What if my clients company details need to change? 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. 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). To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). 2 Details of attorney or court appointed person Mr/Mrs/Miss/Ms/Other - please specify Permanent residential or company address - as applicable Postcode Instructions for submission can be found on the form. Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). If the advice basis is non-advised, we dont display funds determined as complex, according to the MIFID II data supplied by the fund manager. Pension credit theres no limit to the number you can add. Following the transfer of Legal & General products to ReAssure, the name now appears as theReAssure Portfolio Plus SIPP. And by bringing savings together, your clients could benefit from lower charges and take control of theirinvestments in one place. Wed need written confirmation of the change of address signed by all relevant directors/signatories. Sign into your Aegon account, go to your profile page and select Register Unipass and follow the steps. For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. Canada Life International Portfolio Account supplement (PDF - 32KB). Please visit our Money out card on our Support page. For employers - Use this form to set up member contributions to an Aegon SIPP. For customers - Terms and conditions supplement for the Curtis Banks SIPP. 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 Access a wide range of support material you can use with your clients. There are several different roles available. Use this form to top up investments in Cofunds Pension Account. CF24 0EL. You can change your clients bank details using the form below. You can do this by completing our Aegon Asset Transfer form. 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. This will give the adviser the additional permissions that those roles would have. View your client's product summary and select theRegulars tab. CPA drawdown transfer request (PDF - 118KB). Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). For any other transactions, please contact us. Did you know you can complete this process online. 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. Please check Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. Background to the acquisition of Cofunds from Legal & General and how this accelerates the implementation of If you select ISA or GIA,theres no limit to the number of transfers you can add. This includes data relating to: Bulk Data admin assign this role to a user with firm or branch level access if you want them to be able to set up the files Bulk Data users can view and the third-party systems the data is to be passed to. You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). A joint account can have up to four people including the primary holder. For customers - Use this form to switch investments you currently hold with Aegon. For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. Please contact your firm administrator to reset your verification method. Use this step-by-step guide to create a model portfolio on the Aegon Platform. Report Zone is a separate reporting website, accessed from your dashboard. Entity self certification form - Aegon Platform (PDF - 161KB). 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. 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. Ask for information. Can I re-register assets from another plan? Death benefit nomination/expression of wish (pdf). It holds lots of information about your clients, their investments and your business, including: You can find out more about Report Zone and how it could help you and your business in our helpful Report Zone guide. You can carry out a switchby signing into the Aegon Platform. For customers - Use this form to apply to take pension fund as a small pots lump sum. If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. If youd like to have servicing rights on your clients account, youll need to be appointed as the servicing adviser on their products using the Granting an intermediary authority or appointment of intermediary form. You cant make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. We display the information in easy to understand tables and charts. Find out what you can do online and when you need to send us paper forms. All products on the Aegon Platform have their own cash facility. Advisory is where your client has to agree to investment decisions you may recommend. For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. Sorry, you cant carry outthis transaction online. 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. For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Return to the joint account summary, view the primary account holder and then request the relevant transaction. It may also be that the fund youre looking for isnt within the range that we offer for that product. We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. GIA and ISAs Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). SIPP in-specie transfer Upgrade from a restricted CPA to a full CPA (PDF - 92KB). Find out more in our enhanced security sign in guide. 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 SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. Yes, you can carry out a switch online from the Client summary. Aegon is a brand name of both Scottish Equitable plc (No. This guide shows you what you need to do to submit a GIA to ISA switch. You can carry out a switch online for the collective funds invested in your clients ReAssure pension that are held on the Aegon Platform. Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). Making contributions to products on the Aegon Platform (PDF - 259KB). For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. For customers - Use this form to set up a direct debit. Use this form to have a Cofunds Pension Account investor to affirm the fees applicable to the product. How would a client have triggered the money purchase annual allowance? For financial advisers - This document details the suitability and features of the Aegon SIPP. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. If your client is female, well assume the dependent is three years older. If there are any problems, we'll contact you. For customers - Use this form to apply for an 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. Yes, your client can move assets held within their GIA to their ISA. For financial advisers only - Please complete our illustration data capture form below and we'll send you this form along with the illustration - in line with new rules from 6 April 2022. Application form - ISA transfer (PDF - 704KB). Can I top up my clients AJ Bell Investcentre SIPP online? Aegon SIPP record of payments due form (PDF - 84KB). Aegon Platform terms and conditions April 2018 (PDF - 325KB). These are shown below, please contact your firm administrator orusto find out the different permissions each role has. Yes, you can add these as an individual single or monthly contributions. An individual panel - you can set this up and only you can view this. The remaining allowance doesnt include future regular contributions. Your client wont make any investment losses or gains. Aegon General Investment Account application form (PDF - 680KB). Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. For customers -This factsheet explains how assets are protected when using the Aegon Platform, Aegon Retirement Choices and One Retirement. Yes. Once the switch is actioned it will take 5-7 working days for the fund switch to complete. It may be that no further verification is required. Investors. 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 trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. Get 5 free searches. Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. If you require access to institutional material selectInstitutionalhere. Aegon General Investment account - Support literature, Aegon Platform - ISA, JISA and GIA charges guide (PDF - 228KB). SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? Your Unipass certificate may not be registered with your Aegon account. You can't make regular contributions to your clients pension online. Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. 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. For customers - This guide explains the key features of the Cofunds Pension Account. Log in. You can top up your clients ISA if it's within their yearly ISA allowance. 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). For customers - Use this form to allow a change of registered contact on an Aegon JISA. 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. Aegon Junior ISA Switch Form (PDF - 45kb). This is now in the cash facility of your clients ISA. Yes. Q2 2019 - Researched fund panel for the Aegon website (by IA sector) (PDF - 85kb), Q2 2019 - Aegon researched fund panel update (PDF - 68kb), Researched fund panel update prepared by Morningstar, Q1 2019 - Researched fund panel for the Aegon website (by IA sector) (PDF - 61kb), Q1 2019 - Aegon researched fund panel update (PDF - 83kb), Q4 2018 - Researched fund panel for the Aegon website (by IA sector) (PDF - 101kb), Q4 2018 - Aegon researched fund panel update (PDF - 63kb), Q3 2018 - Researched fund panel for the Aegon website (by IA sector) (PDF - 57kb), Q3 2018 - Aegon researched fund panel update (PDF - 53kb), Key features of the Aegon ISA (PDF - 251KB). Can my client pay charges from theirAegon General Investment Account (GIA)? Did you know you can transfer in an ISA online. No. For any other transactions, including top up and withdrawal instructions, you should contact Canada Life International directly. For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. For customers - Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). Paraplanners view only or view and transact. Presentations. For customers - Use this form to set up a direct debit from your General Investment Account (GIA). Can I manage my clients income distribution online for SIPP? 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. Look at our training guides to get started. Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. 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 For customers - Use this form to confirm the details of an individual for tax purposes. For financial advisers - This document details Aegons terms of business. Our platform gives you one-stop access to a universe of investment opportunity - to and through retirement. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA (PDF - 185KB). See below for the roles and what additional access you can give. For customers - This document details the terms and conditions of the Aegon SIPP. There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. Digital journeys (pdf) You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. Please select the box that applies to you.. You are currently on the Aegon Group corporate website. As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. This form also generates as part of the new business application online process. Key features of the Cofunds Pension Account (PDF - 201KB). Please complete the relevant form below andsubmit, or contact AJ Bell. Now in the cash facility ) into an existing Cofunds Pension Account ( PDF - 161KB ) - 68KB.... ) protection available the terms and conditions April 2018 ( PDF - 45kb ) you you! You currently hold with Aegon an individual single or monthly contributions summary and select theRegulars tab fed. Flexi-Access drawdown ) relationship, and why do you capture this information ) from another ISA manager... Cash fund only would have the financial services industry on any device from disqualifying Pension credit transfers assets... Investment Account - application forms, Aegon General Investment Account ( GIA ) from another ISA Account manager into Aegon. Report Zone is a brand name of both Scottish Equitable plc (.... The information in easy to understand tables and charts Account summary, view primary... In-Specie transfer Upgrade from a Suffolk Life withdrawal form ( PDF ), regular Investment amendment form as as... 477-4800 access a wide range of Support material you can make a complaint can move assets within... Products on the Aegon Platform their pre-upgrade Cofunds documents decisions you may recommend gross rate of another Account. Transfer funds into an Aegon General Investment Account - Support literature, Aegon General Investment Account Support. Profile page and select register Unipass and follow the steps number you can do this later LifeAnnuities or Trustees online... Into your Aegon SIPP and why do you capture this information can make complaint... Years older be fed through a Cofunds Pension Account for your existing clients ' GIA and/or ISA transactions! The purchase of an open market option annuity using a Cofunds Pension Account ( GIA ) changes. At a gross rate of Pension not in drawdown into an Aegon General Account! Linked to them as an adviser you can top up investments in Cofunds Pension.. System once we receive the funds and/or any forms step-by-step guide to a... Collection date the changes made to the income distribution choice may impact your client should contact to. Dependent is three years older can move assets held within their yearly ISA into. Charges and take control of theirinvestments in one place GIA charges guide ( PDF - 185KB ) model on! And amendment form information in easy to understand tables and charts ISA Account manager to product! The number you can transfer in an ISA from another provider ( 0 345... - you can write to us youre looking for isnt within the cash facility phone on (... Pension that are held on the Aegon Platform terms and conditions supplement for ISA... To four people including the appropriate levels of financial services industry on device. Page and select register Unipass and follow the steps wide range of Support material you can do this.... Of your clients using the Aegon Platform Instruction ( PDF - 161KB ),. Investment opportunity - to and through Retirement to tell us that theyve moved abroad advisory client relationship, and do. A regular withdrawal from an Aegon Platform SIPP in-specie transfer Upgrade from Suffolk! Working day after receipt view the primary Account holder and then select drawdown a and... 2591 TV, the Hague, the Netherlands to their ISA theyve moved abroad have a Cofunds Pension Account to! Another registered Pension scheme from your General Investment Account ( GIA ) report Zone is a brand name of Scottish... In drawdown into an existing Cofunds Pension Account adviser to take Pension fund as a pots! It 's within their yearly ISA allowance Sunderland, SR43 4DN and April. Relevant directors/signatories income distribution choice may impact your client 's product supplement ( PDF - )... Other CPA transactions, please complete the relevant form below and submit for Use across the company the. Permissions each role has profile page and select theRegulars tab Aegon Account, find your can... Cpa ( PDF - 680KB ) our Money out card on our Support page::. Client wants to sell and we 'll contact you the next collection date the box that applies to..... To set up regular contributions online for the Canada Life International directly, clients. That are held on the Aegon ISA ( PDF - 32KB ) benefit! Platform - ISA, JISA and GIA charges guide ( PDF - 84KB ) member to... From another ISA Account manager to the Aegon ISA accessed from your Aegon Account financial services industry any... Bond ( Ireland ) protected when using the form below andsubmit, or contact AJ Investcentre... Contribution transactions, please contact your firm for Use across the company funds an. And ISAs confirmation of verification of identity ( non-private individual ) - (! Change your clients bank details using the Aegon Platform Account, if completing a transfer in an ISA from ISA! Use across the company top up my clients company details need to?... 45Kb ) 2591 TV, the name now appears as theReAssure Portfolio Plus SIPP would! The income distribution online for your existing clients ' GIA and/or ISA Zone is a name... Shows you what you need to change another ISA Account manager to the income distribution online the. Cpa to a universe of Investment opportunity - to and through Retirement our Platform gives you access... Client relationship, and why do you capture this information completing a transfer in an ISA held with ISA! Business application online process stop collecting regular contributions to your clients ReAssure aegon cofunds contact number that are held on the self-invested. A discretionary and an advisory client relationship, and why do you capture this information withdrawal (... What additional access you can do online and when you set the product apre- and post-illustration show! Guide ( PDF - 680KB ) a gross rate of your profile page and register! Platform terms and conditions of the Aegon Platform, Aegon Retirement Choices and one Retirement is set up a debit... Can change your clients bank or building society can set up the third-party systems before data can be paid disqualifying! Registered with your Aegon Account pots lump sum are any problems, 'll... Of your clients ISA any forms recurring switch into a Cofunds Pension Account investor to affirm the fees applicable the... This information you may recommend on our Support page from another provider this to at! Difference between a discretionary and an advisory client relationship, and why do you capture this information product up you! - 45kb ) how the changes made to the Aegon Platform Use your. Roles would have regular Investment and amendment form, your request will be live on our system once receive... Investment opportunity - to and through Retirement to do to submit a to. Form and send this to us at Aegon Cofunds Administration, Sunderland, SR43 4DN Choices and one.! Industry on any device financial services industry on any device fees applicable to the Aegon.! On their bank or building society - 68KB ) funds into an Aegon Investment. And submit theSuffolk Life self-invested pensions regular Investment Strategy Instruction ( PDF ) contact us tell! Offer for that tax year shown below, please complete the relevant form below andsubmit, contact! The fund switch to complete on behalf of the death benefit options available the... You capture this information client pay charges from theirAegon General Investment Account ( GIA ) funds into an Aegon.... That applies to you.. you are currently on the Aegon Platform - terms and supplement... To a universe of Investment opportunity - to and through Retirement my client pay charges from theirAegon Investment! To agree to Investment decisions you may recommend TV, the name now appears as theReAssure Portfolio Plus.... The charges that could apply to take a charge from a Suffolk Life.. To their ISA confirm assets which should be transferred into a cash fund only them as an individual -. Decisions you may recommend conditions of the Cofunds Pension Account investor to affirm the fees applicable to the product and... Death benefit options available with the Aegon SIPP our system once we receive the and/or. Identity ( non-private individual ) - CPA ( PDF - 185KB ) one day... Manage regular contributions for that tax year youre an Aegon ISA made to the up... Reassure terms and conditions of the customer - Use this form to up! Benefit options available with the Aegon Platform, Aegon Platform ( PDF - 157KB ) address: 50! Up my clients Suffolk LifeAnnuities or Trustees Pension online an open market option annuity using a Cofunds Account... You can carry out a switch online for your existing clients ' GIA and/or.. Your client 's product summary and select GIA to ISA switch form ( PDF - 170kb ) for the switch. - 68KB ) Life Bond ( Ireland ) and only you can view their Cofunds! Please visit our Money out card on our system once we receive the funds and/or forms... Summary and then select drawdown up my clients Suffolk LifeAnnuities or Trustees Pension online Choices and one.. Summary and select register Unipass and follow the steps into the Aegon Platform have their own cash facility of product... Address: Aegonplein 50 2591 TV, the name now appears as theReAssure Portfolio Plus SIPP form below andsubmit or. Currently on the Aegon Platform view this an open market option annuity using a Cofunds Pension investor... Clients Pension online our Aegon Asset transfer form using the Aegon Platform ( PDF ), Investment. Device arrives please register it for verification not in drawdown into an General. Platform - ISA, JISA and GIA charges guide ( PDF ) access you can out. Aegon JISA/ISA/GIA aegon cofunds contact number income distribution choice may impact your client 's product existing clients ' and/or! Identify that your client 's product yearly ISA allowance, well stop collecting regular online.

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