Aegon Platform terms and conditions April 2018 (PDF - 325KB). For customers -This factsheet explains how assets are protected when using the Aegon Platform, Aegon Retirement Choices and One Retirement. Aegon is a brand name of both Scottish Equitable plc (No. We use your clients email address for service notifications and to allow clients to manage their accounts. 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. For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. In order to get you to the right place, we need to find out a bit more about you. This Loan Agreement is presented as a draft only. Please ask your client to contact usand we can help. CPA capped drawdown application (PDF - 127KB). Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). The remaining allowance doesnt include future regular contributions. 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. If you use a Unipass certificate to sign in to Aegon Platform, you need to update your certificate with Unipass. For product or administration queries email reassuresipp@mercer.com. Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). The UKs leading Open Documents and Data platform. If you havent already activated your Aegon account, you need to do that first using your username and password not your Unipass certificate details. Our trust range for use with a general investment account. Death benefits guide to the Aegon SIPP (pdf). For customers - Use this form to change your personal details. You can change a client's address and phone number by signing in to the Aegon Platform. 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. Rocketreach finds email, phone & social media for 450M+ professionals. Death benefit nomination/expression of wish (pdf). Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. Canada Life International Portfolio Account supplement (PDF - 32KB). 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 - Use this form to allow an adviser to take a charge from a Suffolk Life product. Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. What do you mean by habitually resident in the UK? This will give the adviser the additional permissions that those roles would have. Youll need to complete an application for each plan you want to re-register. Suffolk Life withdrawal form (PDF - 66KB). Aegon's existing platform and Cofunds have limited overlap in terms of distribution. Key features of the Aegon JISA (PDF - 210KB). 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. For customers - Use this form to allow a change of registered contact on an Aegon JISA. It may also be that the fund youre looking for isnt within the range that we offer for that product. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). We now help around 3.8 million customers with their financial goals, and we want to help you take control of your future and achieve a lifetime of financial security. An overview of Aegon, including our history, products, and our purpose. Introducing the Aegon Platform, how it works and how we can help you and your adviser manage your investments. You can set up or maintain regular contributions separately. The percentage of the investment your client would like to invest in each of these funds. Select the fund your client wants to sell and we'll automatically add it to cash. 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. Sign in to the Aegon Platform to set up and manage regular contributions online. 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). Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. 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. For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. Yes. Youll see an option to set up a monthly contribution when you apply for the product online. 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. Training and resources Your client can call their bank or building society and ask for the provider to be marked as safe. 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. If your client's bank does participate in this scheme, your client will be prompted to enter further verification information. Please contact your firm administrator to reset your verification method. For financial advisers - Use this form to verify the identity of any private or non-personal customer. Accessibility support We're dedicated to making your clients' financial assets work smarter as well as harder. For customers - Terms and conditions supplement for MoneySuperMarket customers, AJ Bell Investcentre SIPP supplement (PDF - 33KB). 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. CPA bypass trust application (PDF - 108KB). For added security youll have 24 hours to do this before your account is locked and you can only use the landline option for 7 days. No, Letter of authorities are applied to accounts for information purposes only. Your Unipass certificate may not be registered with your Aegon account. For customers - Use this form to withdraw part or all the value from an Aegon GIA and pay the proceeds as a cash subscription relating to an inheritable ISA allowance into an Aegon ISA. 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 We use cookies to give you the best possible experience on our website, please read our Cookie Policy.. Close (esc) For customers - Use this form to transfer investments between Aegon GIAs held by different customers. Find training guides, latest news and range of client solutions for you. You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. A username and password together provide a single something you know factor. CPA drawdown transfer request (PDF - 118KB). For any other transactions, including withdrawal instructions, please contact Canada Life International directly. Can I change my clientsDirect Debit details online for payment of charges? Cookie Policy. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. How do Iset up regular contributions online for existing clients? There are several different roles available. Please speak to your firm administrator and they can update your email address. For customers - Use this form to apply for an Aegon GIA for a registered charity. If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. For customers - Terms and conditions supplement for Junior ISA. Sorry, you dont currently have permission to carry out this task. Look at our training guides to get started. 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. Are you an analyst or investor, or a journalist with a question Child Trust Fund to Junior ISA transfer application(PDF - 78KB). Aegon SIPP application requirements (PDF - 165kb). You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. Youve been signed out of your account as youve changed your email address. 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. Aegon has been serving customers in the UK for almost 190 years, with its history dating back to the founding of one of its predecessors, Scottish Equitable, in 1831. 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. 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. For customers - Use this form to apply for an Aegon General Investment Account (GIA). Your client can take regular withdrawals if theyre only invested in accumulation funds. We use cookies to give you the best possible experience on our For customers - This guide explains the key features of the Aegon SIPP. This will delete any registered number and/or authentication app. If your firm administrator cant help you, please contact us usingwebchat. For customers - Terms and conditions of the Aegon Platform. Aegon General Investment Account application form (PDF - 680KB). For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. Sorry, you can't currently apply online. Theres no upper age limit. If you'd like to change previously selected options, please complete our Investment strategy instruction. If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. Once the switch is actioned it will take 5-7 working days for the fund switch to complete. 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. Trustee trustee investor for the GIA only. Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. Our Story. You can assign both roles to the same user. For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. For new payments or requests where bank details have changed, we may ask you to provide bank verification in the form of an original or certified copy of a bank statement so we can make sure that were making payment to the correct account. You can top up your clients ISA if it's within their yearly ISA allowance. Use this form to apply for a new Cofunds Pension Account plan. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. You wont be able to retrieve this. Are you an analyst or investor, or a journalist with a question about Aegon? Aegon Junior ISA transfer application form (PDF - 201KB). For GIA and ISA This will delete any registered number and/or authentication app. You can select a collection date betweenday 1 and day 28 of each month. Please contact Curtis Banks. We dont allow this to happen as part of our anti-money laundering mitigation. You can carry out a switchby signing into the Aegon Platform. If you select ISA or GIA,theres no limit to the number of transfers you can add. Youll need to contact ReAssure to do this. Sorry, you cant currently carry out any of these transactionsonline. ReAssure SIPP After each benefit crystallisation event, we send your client a statement with these details. Wed need a new application for a joint GIA. You can make one single contribution and/or set up one regular contribution instruction on each product. Find who to contact on this page. Call charges will vary. Aegon Platform terms of business (PDF - 258KB). Aegon SIPP For financial advisers - This document details the suitability and features of the Aegon SIPP. Financial adviser application form (PDF - 156KB). Did you know you can complete this process online. For customers - This guide explains the key features of the Cofunds Pension Account. United Kingdom. For customers - Use this form to confirm the details of an individual for tax purposes. Can I manage my clients income distribution online for SIPP? Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. From 6 April 2020, in line with new rules, clients must get an illustration for pension income withdrawals to show the impact that the withdrawal could have on their retirement savings. The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. How would a client have triggered the money purchase annual allowance? For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). If you want to add more than two you can do this by submitting the relevant application form. General. Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. Contact; Contact us. For customers - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. 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). 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