For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. Power of attorney and third party CVI (PDF - 155KB). Well invest the balance of the contribution, after payment of initial adviser charge, into the product. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). CHARLES WALMSLEY, NEW MODEL ADVISER Editors Picks Next Gen 11 Jan, 2023 11 Jan, 2023 No you cant remove a person from your clients account. Instructions for submission can be found on the form. Aegon is a brand name of both Scottish Equitable plc (No. Training and resources To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). If you'd like to change previously selected options, please complete our Investment strategy instruction. Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. Please contact our media relations department for assistance. For customers - Use this form to top up an existing Aegon Junior ISA ('Aegon JISA') on behalf of a child who is under 18 and living in the UK, or if you are the child aged between 16 and 18 and have applied to become the registered contact and your application has been accepted. Aegon SIPP record of payments due (PDF - 87KB), For employers - Use this form to set up member contributions to an Aegon SIPP, Aegon Self Invested Personal Pension (Aegon SIPP) pack (PDF - 255kb). Get 5 free searches. For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. From your dashboard, enter the key client details into the search bar or selectView all clientsand use theAdvanced searchorFilter search results. For analysts and investors. 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. (pdf), How do Imanage regular contributions? 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. For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. If required, please remember to include supporting documentation. You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. Your firm administrator can set up access for you. Death benefit nomination/expression of wish form (PDF - 72KB). We're always on hand to help. For customers - Use this form to top up your existing Aegon ISA. No. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. Address: Aegon and Scottish Equitable Pensions and Bonds Complaints Team, Aegon, Edinburgh Park, Edinburgh, EH12 9SE 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. 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 - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). For customers - Use this form to request a withdrawal. Call charges will vary. For customers - Use this form to contribute or amend contributions into an existing Suffolk Life product. Return to the joint account summary, view the primary account holder and then request the relevant transaction. For customers - Use this form to set up a new regular payment for either an Aegon ISA or an Aegon General Investment Account (GIA). Please ask your client to contact usand we canhelp. Aegon SIPP terms and conditions (PDF - 235KB). For customers - Use this form to transfer additional permitted allowance to an Aegon ISA. If you notice when you're viewing the summary and documents screen during the request, you can use the back button and change it on the options screen. Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). For customers - Use this form to confirm the details of an individual for tax purposes. Contact via email: [email protected] Contact via phone: +31 70 344 3210. Contact; Contact us. Aegon ISA transfer authority (PDF - 32KB). Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? Add the provider (Aegon in this case) to the safe list or select dont ask me again on this device at the time of making the first payment. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). Please contact Curtis Banks. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). For customers - Use this form to apply for an Aegon GIA for a registered charity. http://www.cofunds.co.uk. Aegon Junior ISA top up form(PDF - 185KB). 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. To do this, you need to register your Unipass certificate with your Aegon account. View your client's product summary and select Regulars tab. This transaction completes the strategic transformation of Aegon's If the illustration still doesn't generate, please contact us. 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 Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. 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. Telephone lines are open Monday to Friday 9.00am to 5.00pm. Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. 4 Mayland Road. Aegon Junior ISA application form (PDF - 68KB). Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). Your client can select consolidated natural income or regular withdrawals, but not both. Granting an adviser authority or appointment of adviser form (PDF - 166KB). Death benefits guide to the Aegon SIPP (pdf). Please complete the relevant form below and submit. You can set up a panel by selecting Create new fund panel on your dashboard. Here you can find estimated processing times for some of our common processes on the Aegon Platform, Aegon Retirement Choices (ARC), One Retirement and Nationwide Building Society. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? Bulk Data admin (if linked to a financial adviser with firm or branch access). CPA drawdown transfer request (PDF - 118KB). For more information, see our How to switch funds guide. 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. Call charges will vary). All members of the firm can view and use this but only an authorised individual can change or update this. Your client can make a single and/or a regular contribution into a product. CPA marriage certificate verification (PDF - 54KB). You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. Individual self-certification (PDF - 145KB). Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. Where there is a sell-down, it will take at least five working days to get cleared cash. A network panel is similar to a branch panel but all members of the network can view and use this. AJ Bell Investcentre SIPP transfer form (PDF - 76KB). Can I move money froma jointGIA into anISA? Select another Aegon website from the list of links below. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). See below for the roles and what additional access you can give. You need to complete our Re-registration authority form and send this to us. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? Can I carry out drawdown transactions online for my clients Cofunds Pension Account? SC144517) registered in Scotland, registered office: Edinburgh Park, Edinburgh EH12 9SE, and Cofunds Limited, Registered in England and Wales No.03965289, registered office: Level 26, The Leadenhall Building, 122 Leadenhall Street, London, EC3V 4AB. Use this form to have a Cofunds Pension Account investor to affirm the fees applicable to the product. Your client could get back less than they invest. The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. You need to register your Unipass certificate with your Aegon account. Key dates for intermediary charges (PDF - 98KB). SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. Theres no limit to the number of funds you can add. We've been supporting people with their pension since 1831 it's what we do. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. Trustee trustee investor for the GIA only. CPA drawdown transfer application form for new clients (PDF - 235kb). 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 Cash held within the cash facility of any product attracts interest at a gross rate of. For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. GIA and ISA in-specie transfer Curtis Banks SIPP supplement (PDF 33KB). The funds that are available for you to select from depends on the advice basis for the transaction. Rocketreach finds email, phone & social media for 450M+ professionals. 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. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). 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. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? Call charges will vary. You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). Our trust range for use with a general investment account. For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. Find out what you can do online and when you need to send us paper forms. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. For customers - Use this form to set up a direct debit from your General Investment Account (GIA). Aegon ISA Transfer authority (PDF - 30KB). You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. Changing your email address will also change your username for Aegon Platform. Aegon Self Invested Personal Pension illustration data capture form (pdf). Please note, only authorised individuals can change branch or network panels. Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? 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). Cardiff This will delete any registered number and/or authentication app. For other transactions, please complete the relevant form below and submit. Individual or joint clients first name, surname, date of birth, gender and confirmation of UK residency. Investors. Death benefit nomination/expression of wish (pdf). Recurring switch from cash instruction (PDF - 160KB). For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). We now help around 3.8 million customers with their financial goals, and we want to help you take control of Can I be a servicing adviser and take fees from the client's account? When your existing certificate expires, youll need to follow these steps again to register your new certificate. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. If you dont use the latest version of your web browser, there's a chance youre missing out of some of the latest features the browser has to offer. Accessing the Aegon Dashboard. For customers - Use this form to nominate a beneficiary in the event of your death. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. This is to allow us to reconcile the cheque, once we receive it, with the correct application. If you dont use the most up to date version, this may increase security vulnerabilities. Once the switch is actioned it will take 5-7 working days for the fund switch to complete. Aegon Platform terms and conditions (PDF - 313KB). Walter Scott was established in 1983 to offer global equity portfolio management to institutional investors around the world. Can I re-register assets from another plan? You can add additional people by completing our AegonAsset Transfer form. Contact us. 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. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. 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. How would a client have triggered the money purchase annual allowance? If you've just activated your Aegon Platform account, it will be the next working day before you can use this. 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. Use this step-by-step guide to create a model portfolio on the Aegon Platform. If you cant find a document, please contact us. Investment strategy instruction form - Aegon Platform (PDF - 149KB). You wont be able to retrieve this. You can read our Fund protection summary or our frequently asked questions. For this, you can switch your client's investment or change their cash top-up method. 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. It may also be that the fund youre looking for isnt within the range that we offer for that product. You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. Are you an analyst or investor, or a journalist with a question Aegon, which bought Cofunds for 140m in 2016, merged it with its in-house platform over the May Bank Holiday weekend last year. If you'd like more information, visit ourPension Technical Zone. Joint you can add two investors online under the one general investment account (GIA). How do Iset up regular contributions online for existing clients? Sorry, you cant currently carry out any of these transactionsonline. 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. Youll then be directed to the actions you need to carry out. For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). Recurring switch into cash form (PDF 151KB). Discretionary is where you can make investment decisions on your clients behalf. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. We calculate the amount that is available for withdrawal only on those assets that are able to be sold at the time of the request. If you've set quarterly automatic rebalancing, the first rebalance will take place four months after that on day 19 of the month, and then quarterly on day 19 of the month thereafter (unless automatic rebalancing is stopped). You can change a client's address and phone number by signing in to the Aegon Platform. You can enter an amount above the annual allowance when adding contributions, however, you need to consider your client's individual circumstances including: If you'd like more information, visit our Technical Zone. For customers - Use this form to set up a direct debit. Aegon Junior ISA change of registered contact form (PDF - 158KB). For customers - This document details the terms and conditions of the Aegon SIPP. Our guide will help you through the process. Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. When youre processing a trade, youll be able to select from the fund panels relevant to you. Please have the following information ready: No. After youve registered, youll be able to use the Sign in with Unipass link. Yes. When you enter your client's debit card details to pay for a single or top-up, WorldPay will automatically check to see if their card is enrolled in the 3D Secure scheme. Yes. Model portfolios allow you to design a panel of funds based on your client's needs. For customers - Use this form to withdraw part or all of the value of the Aegon GIA and move it into a new or existing Aegon ISA. If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. You need to set up the third-party systems before data can be fed through. If you need other information, please contact us. Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. 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. Please check Find training guides, latest news and range of client solutions for you. We're dedicated to making your clients' financial assets work smarter as well as harder. Corporate company investor for the GIA only. For information about a specific fund, please contact us. Bereavements Well only ask you this once for each product. For customers - Use this form to allow a change of registered contact on an Aegon JISA. You can carry out a switchby signing into the Aegon Platform. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. You can carry out a switch by signing into the Aegon Platform. During this time, youre unable to access Report Zone. We pay consolidated natural incomeon day 12 of each month. For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. For customers - Use this form to change your personal details. If youre not registered yet, call us on +44 (0) 345 604 4001 and well set you up. You can't carry out this transaction online for your clients Cofunds Pension Account. Theres some information we havent previously captured about your client that we need. What payment methods can I select for an ad hoc withdrawal? For security reasons, the activation code we send you expires after 24 hours. Ask for information. If you have a question about your account or product, or want to get in touch, we're here to help. Aegon Platform terms and conditions April 2018 (PDF - 325KB). Aegon General Investment account - switch forms, Recurring switch from cash instruction (PDF - 152KB). When you need to sign into the platform to obtain a new certificate, youll be asked to enrol a verification method at this point. Status: Page Online Aegon Life Insurance Customer Care Toll Free Number https://www.bankbazaar.com/insurance/aegon-life-insurance-customer-care.html If there isnt enough money in the products cash facility to make the payment and your client hasnt nominated a specific investment to sell down, well sell down the largest investment within the product. Get Derek Stabb's email address (d*****@rowan-dartington.co.uk) and phone number at RocketReach. 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). Application form - ISA transfer (PDF - 704KB). If you already have online access, sign in to see for yourself. Pension credit theres no limit to the number you can add. For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. For customers - Use this form to either grant authority for an adviser to access information about your products or to appoint a new adviser to service your products. Assets may not be sold if the funds are suspended. For customers - Use this form to apply for an Aegon GIA for a company or a partnership. Assuming there are no issues, your changes will show on our system shortly. You can assign both roles to the same user. Once we have this, we wont ask you again. To access their documents, select the Cofunds Correspondence button on the client summary. Report Zone is a separate reporting website, accessed from your dashboard. We use cookies to give you the best possible experience on our website, please read our Cookie Policy.. Close (esc) Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. Please contact your firm/DFM administrator to change your permissions. You can cancel a regular contribution online up until two working days before the collection date. In order to apply, your client can complete the relevant form below. Can I update my client's income distribution choice across all products they hold? We dont allow this to happen as part of our anti-money laundering mitigation. For customers - This guide explains the key features of the Aegon JISA. Get 5 free searches. For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. Suffolk Life Self-invested Personal Pension withdrawal form (pdf), Suffolk Life Self-invested Pensions regular investment and amendment form(pdf), Suffolk Life adviser charging form for existing clients(pdf), Regular Investment Strategy Instruction(pdf). 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. Sorry, you can't currently apply online. If your firm/DFM administrator isn't able to help you, you can contact us. 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.. We need written confirmation of the changes. Financial adviser application form (PDF - 156KB). Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. For any other transactions, youll need to contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. Aegon SIPP immediate drawdown form (PDF - 380kb). 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 For GIA and ISA Theres no upper age limit. If your firm administrator cant help you, please contact us usingwebchat. No. Aegon ISA transfer application form (PDF - 722KB). Please select the box that applies to you.. General. If this is the case, our team will be in touch. When we make the change, both you and your client will both be able toview this. Access isnt available if your client has multiple advisers. For customers - Use this form to transfer a JISA from another provider onto the Aegon Platform.

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