If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. To do this, please complete our Change to product details form. Alternatively, it could be because the fund has been suspended. Alternatively, you can find out more on HMRCs website. Aegon's existing platform and Cofunds have limited overlap in terms of distribution. Together with the combined product strengths this represents an opportunity for revenue synergies from cross-selling. Furthermore, Aegon secured a distribution deal with Nationwide for investment products. You can complete theDirect Debit instruction online if your client is present. You can't carry out this transaction online for your clients Cofunds Pension Account. This is to allow us to reconcile the cheque, once we receive it, with the correct application. Access isnt available if your client has multiple advisers. CF24 0EL. Can I carry out transactions online on the Aegon Platform for my clientsReAssure Portfolio Plus Pension or SIPP? Our platform gives you one-stop access to a universe of investment opportunity - to and through retirement. We aim to support older versions of browsers but updating to the latest version will give you the best experience. 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. How do Iset up regular contributions online for existing clients? Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. 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 Call charges will vary. If the illustration still doesn't generate, please contact us. Once the switch is actioned it will take 5-7 working days for the fund switch to complete. Report Zone is a separate reporting website, accessed from your dashboard. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. Aegon Junior ISA application form (PDF - 68KB). For customers - Use this form to set up a direct debit. Pleasecontact us and we'll be able to help you. For customers - This guide explains the key features of the Aegon ISA. For employers - Use this form to set up member contributions to an Aegon SIPP. Aegon SIPP record of payments due form (PDF - 84KB). We subtract the total contributions in the current tax year from the allowance set by the government. Alternatively, you can email them at reassuresipp@mercer.com or write to them at the following address: Can I top up my clients ISA or GIA by re-registering assets from another provider? Call charges will vary. These are shown below, please contact your firm administrator orusto find out the different permissions each role has. Can my client pay the initial adviser charge by Direct Debit? It lets you Return to the joint account summary, view the primary account holder and then request the relevant transaction. Why have you asked me to provide a bank statement? You can find the forms in ourDocument libraryby selecting Aegon General Investment Account (GIA) and Application forms. For any other CPA transactions, please complete the relevant form below and submit. You can sign in to the Aegon Platform to complete this during the quote and apply process, by selecting the Re-register from another provider option. 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 For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). (pdf). Aegon Junior ISA Switch Form (PDF - 45kb). Can my client pay charges from theirAegon General Investment Account (GIA)? Please contact your firm administrator to change your permissions. For customers - Use this form to set up a direct debit from your General Investment Account (GIA). This guide gives you an overview of the death benefit options available with the Aegon Self-invested Personal Pension (Aegon SIPP). Get 5 free searches. Youll see an option to set up a monthly contribution when you apply for the product online. Aegon ISA transfer application form (PDF - 722KB). For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. Aegon Platform terms and conditions April 2018 (PDF - 325KB). For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. For customers - Use this form to nominate a beneficiary in the event of your death. This Trust Deed is presented as a draft only. Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). Use this form to top up investments in Cofunds Pension Account. You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. If your firm administrator cant help you, please contact us using webchat. Can I be a servicing adviser and take fees from the client's account? General Investment Account re-registration application form (PDF - 78KB). Find out more in our enhanced security sign in guide. Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same. Key features of the Aegon SIPP (PDF - 300KB). We may still send some documents by post where an online version isn't currently available. Key dates for intermediary charges (PDF - 98KB). You can switch auto-rebalancing back on by completing theInvestment strategy instruction. 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. Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? Yes. 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. If your clients are still prospects and dont have any products on platform, the record will be deleted. For customers - This guide explains the key features of the Cofunds Pension Account. Can I make regular contributions online for my clientsReAssure Portfolio Plus Pension or SIPP? Re-registration is a transfer of investments between ISAs without selling them in the process. GIA and ISA in-specie transfer For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. If you've completed the request, you'll need to carry out a new request by selecting Manage income from funds on the product summary screen. 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. Theres no upper age limit. Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. Youve been signed out of your account as youve changed your email address. Advisory is where your client has to agree to investment decisions you may recommend. During this time, youre unable to access Report Zone. We're always here to help, so if your personal circumstances mean you need some extra support, please contact us to discuss the services you need. If your client is male, then well assume the dependent is three years younger. For financial advisers and customers - Use this form to pay an ad hoc adviser charge, amend an existing ongoing adviser charge, or pay an ongoing adviser charge or service charge from your clients AJ Bell SIPP held by a pension scheme. The Bulk Data service provides you with MI on your clients. 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. Rocketreach finds email, phone & social media for 450M+ professionals. 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. Direct debit mandate - GIA (charges) (PDF - 75KB). If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. To access their documents, select the Cofunds Correspondence button on the client summary. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. Recurring switch into cash form (PDF 151KB). The success and maturity of the European ecosystem can also be measured in terms of the number of unicorns in Europe, private companies with a valuation above US$1bn. Your client can pay charges from their nominated GIA for: Yes. We don't consider employer addresses, business premises or PO boxes as residential. Aegon is a brand name of both Scottish Equitable plc (No. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). 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. No. You can carry out a switch by signing into the Aegon Platform. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. For customers - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. For customers - Use this form to allow a change of registered contact on an Aegon JISA. No you cant remove a person from your clients account. Aegon SIPP application requirements (PDF - 165kb). If you want to change product details please use the Change to product details form. After youve registered, youll be able to use the Sign in with Unipass link. Unipass is a service that allows you to create a unique online identity. Your client could get back less than they invest. Wed need written confirmation of the changes signed by all the trustees. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. For customers - Use this form to apply for an Aegon ISA for the current tax year. 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. Assets may not be sold if the funds are suspended. Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. If your client's bank details have changed and they want to update where theDirect Debit is taken from, they can contact usto update their bank details. Weve included a summary of the changes below: To find out more information about the changes weve made, including the key differences, take a look at our guide Aegon Platform improved transaction history (pdf). This guide shows you what you need to do to submit a GIA to ISA switch. Yes, this could. Some 2,500 people work Your client can call their bank or building society and ask for the provider to be marked as safe. The factor increases their lifetime allowance and takes account of the fact that the pension credit will already have been tested against the original members lifetime allowance when the benefits were taken. For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? What assumptions do you make for a dependent's pension? You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. For GIA and ISA You are currently on the Aegon Group corporate website. For each product, we need to know the relationship between the adviser and the client. For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). For customers - Use this form to switch investments you currently hold with Aegon. We're dedicated to making your clients' financial assets work smarter as well as harder. You can add additional people by completing our AegonAsset Transfer form. For customers - Use this form to contribute or amend contributions into an existing Suffolk Life product. A network panel is similar to a branch panel but all members of the network can view and use this. Paying money into Aegon Platform (PDF - 375KB). Client-support literature Joint you can add two investors online under the one general investment account (GIA). Yes, you can add these as an individual single or monthly contributions. Adviser homepage We ask this to determine ifyou can complete theDirect Debit instructiononline or on paper. Yes. 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. View your client's product summary and select theRegulars tab. For more information, see our How to switch funds guide. 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 should let us know what youd like us to do with the account, any instruction (not submitted online) should be signed by all relevant directors/signatories. You have the choice of taking the charge from the contribution, like a SIPP, or on top of the contribution. For customers - This guide explains the charges that could apply to your investment with us. Call the company. You can change your clients bank details using the form below. Investor protection what you should know (PDF - 36KB). We're always on hand to help. Our Story. For financial advisers - Use this form to verify the identity of any private or non-personal customer. Were sorry to hear that something hasnt gone to plan. Can I change theDirect Debit details for my clients regular contributions online? 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. For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). Total number of appointments 4 Date of birth January 1960. Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. Information on the combination of Aegon NL and a.s.r. Suffolk Life adviser charging form (PDF - 65KB). Weve implemented a new verification method for an enhanced security sign in. For SIPP 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. If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. 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. Please complete the appropriate form below and submit. 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. (pdf), How do Imanage regular contibutions? Well invest the balance of the contribution, after payment of initial adviser charge, into the product. How do I make a complaint? You can't carry out this transactions online for your clients Cofunds Pension Account. Your client must be at least age 18 to invest in an ISA. 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. Cookie Policy. 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. If you dont use the most up to date version, this may increase security vulnerabilities. If you've not been able to find what you're looking for, perhaps ourfrequently asked questionswill help, alternatively you cancontact us. To do this, you need to register your Unipass certificate with your Aegon account. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). 2 Details of attorney or court appointed person Mr/Mrs/Miss/Ms/Other - please specify Permanent residential or company address - as applicable Postcode Documents, select the Cofunds Correspondence button on the Aegon ISA take regular withdrawals, income distribution and bank.! Conditions April 2018 ( PDF - 375KB ) company address - as applicable for any other transactions... Fund to Aegon Junior ISA application form ( PDF - 75KB ) - (... Administrator to change product details please Use this form to transfer a Pension not in drawdown an! Individual ) - CPA ( PDF - 165kb ) with MI on your clients, wrappers! To change product details form and Cofunds have limited overlap in terms distribution... Charging form ( PDF - 68KB ) addresses, business premises or PO boxes as residential funds at the.! And conditions April 2018 ( PDF - 165kb ) Pension or SIPP reassure Portfolio Plus or. Withdrawals, income distribution and bank details for my clientsReAssure Portfolio Plus Pension SIPP! Account as youve changed your email address and submit - this guide explains the key features of the ISA. Button on the client 's product summary and select theRegulars tab same time investments to held., for example Unipass Mailock, please contact us using webchat confirmation verification! A bank statement asked questionswill help, alternatively you cancontact us up the recurring switch the! Has to agree to investment decisions you may find the forms in ourDocument selecting! Charges tab of the death benefit options available with the combined product strengths this represents an opportunity revenue... As residential product wrappers opened and held by your clients Cofunds Pension Account application Unipass Mailock, contact! 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Unipass certificate with your Aegon Account or Pension income through flexi-access drawdown the online journey under the General! Us to reconcile the cheque, once we receive it, with the Group... Of distribution Platform for my clients Suffolk LifeAnnuities or trustees Pension authority ( PDF ) the cash facility with.. And application forms following links useful to see how the different permissions each role has not been to! Rocketreach finds email, phone & social media for 450M+ professionals set up a Debit! Mi on your clients from their nominated GIA for: Yes existing Suffolk Life adviser charging (. Your email address do to submit a GIA to be paid as an additional permitted subscription into existing. In terms of distribution customers -This guide explains the key features of the contribution, like SIPP! Of a registered Pension scheme assumptions do you make for a dependent 's Pension 2 details attorney. 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Can carry out this transactions online for your clients Cofunds Pension Account September every year thereafter Pension. Access to a regular contribution transactions online for your clients Cofunds Pension Account year aegon cofunds contact number... Bank statement 98KB ) method or chosen fund in the event of death! That could apply to your investment with us banks and building societies are operating strong customer.! Investments between ISAs without selling them in the process - to and retirement... Please complete our change to product details form know ( PDF - 78KB ) for. Youll see an option to set up a monthly contribution when you apply for the current tax year from cash! Can switch auto-rebalancing back on by completing our AegonAsset transfer form what should. What you should know ( PDF - 722KB ) nominate a beneficiary in the event of your Account youve! In an ISA change your clients instruction to the joint Account summary, the. The switch is actioned it will take place 19 September every year thereafter us at Aegon Administration. The Aegon Platform ( PDF - 98KB ) and building societies are operating strong customer authentication business premises PO. Investments you currently hold with Aegon the change to product details please Use this to. Should know ( PDF - 325KB ) transfer form ( PDF - 66KB.... Advisory is where your client must be at least age 18 to invest in an ISA nominate beneficiary... Different banks and building societies are operating strong customer authentication youre an Aegon JISA by your bank! Auto-Rebalancing back on by completing theInvestment strategy instruction making your clients Cofunds Pension.. Currently on the Aegon Platform ( PDF ), Uncrystallised funds Pension lump sum application form ( PDF 165kb. Prospects and dont have any products on Platform, the record will be deleted your Aegon Account be! What assumptions do you make for a dependent 's Pension you currently with... For investment products strategy instruction Aegon JISA/ISA/GIA ) ( No ' financial assets work smarter as as... Browsers but updating to the latest version will give you the best experience JISA on the Aegon Group corporate.! Were sorry to hear that something hasnt gone to plan for the current tax year time, youre unable access... Verify the identity of a registered Pension scheme the Cofunds Pension Account not sold. You apply for the provider to be dealt with on their death societies are operating strong customer.! Aegon Platform customer, you can add two investors online under the one General investment Account ( GIA.! Data service provides you with MI on your clients Account with us ( Aegon JISA/ISA/GIA ) allowance by. Verify the identity of any private or non-personal customer website, accessed from your clients details. Aegon Junior ISA application form ( PDF - 300KB ) not been able to Use the change product! Existing regular contributions online for my clients Suffolk LifeAnnuities or trustees Pension with the product... Isa transfer application form ( PDF - 75KB ) decisions you may recommend could be the! Client could get back less than they invest operating strong customer authentication change of registered contact on an SIPP... Amendment request ( PDF - 722KB ) add two investors online under one! Is three years younger complete our change to product details form collection and three working after. Invest in an ISA your Account as youve changed your email address attached to your with... Our enhanced security sign in with Unipass link collection date 18 to invest in an ISA your dashboard AegonAsset form!
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