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This doesn't take into account ISAs you may hold elsewhere. A joint account can have up to four people including the primary holder. AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). To exercise this right, please write to the Data Protection Officer, Aegon, Edinburgh Park, Lochside Crescent, Edinburgh, EH12 9SE or email dataprotection@aegon.co.uk. 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. Why have you asked me to provide my client's bank statement? Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. Why cant I make withdrawals, top up or switch online when I sign in? The remaining allowance doesnt include future regular contributions. Both include a fixed management fee plus expenses that vary with the day-to-day costs of running the fund. It lets you see how your investments are performing as well as helping you and your adviser make decisions about what to do next. I have sent you a payment by cheque but you have not added it to my account. will apply on the money purchase contributions above 4,000, and. By executing on our strategy, we have transformed our business into a cost efficient, scalable platform business. It takes 10working daysto set up the first collection so please bear this in mind when selecting the collection date. For added security following the reset, youll have 24 hours to do this before your account is locked. When a new document is available, we'll send an email to the email address we hold on record for them to let them know it's ready to view. For customers - Use this form to top up your existing Aegon ISA. Find out how an adviser can help support you. Toenable us to do this, please make sure that you complete an online Top Up journey as well as sending your cheque to us. Follow the instructions to make a one-off payment by debit card, bank transfer and cheque. To change your document preferences, simply sign in, go to your Profile, select Security and notifications, and select Document preferences. For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. If you signed in directly at cofunds.co.uk, please go to, resident and ordinarily resident in the UK (for further information see the, a Crown employee serving overseas and paid out of public revenue of the UK (for example, a member of the armed forces, or a diplomat), or. Select another Aegon website from the list of links below. Client-support literature Furthermore, Aegon secured a distribution deal with Nationwide for investment products. Information on the combination of Aegon NL and a.s.r. 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. For customers - Use this form to apply to hold collective investments from the Aegon Platform in an AJ Bell SIPP. You can't carry out these transactions online. Our guide will help you through the process. We value your feedback and we record, evaluate and analyse this so that we can learn with a view to improving your experience with us in the future. This is usually an eight-digit account number and six-digit sort code. Aegon head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands Email: info@aegon.com Contact via phone: +31 70 344 3210 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. As the change happens after 6 April, your tax year end planning wont be affected. Why do I have a cash facility within my Aegon ISA? Athenelink.com - Xranks. Guide to paying your charges through our GIA, See more FAQs for General Investment Account (GIA), See more FAQs for Investment fund information, See more FAQs for Investor Portfolio Service (IPS) customers only - charges, A tax-free lump sum (up to your available lifetime allowance with any excess subject to a 55% tax charge), or, A taxable lump sum - taxed at their marginal rate of tax, or. Unfortunately, you can't transfer an existing Junior ISA at present if you dont have a financial adviser. If you have another product on the Customer Dashboard within the same service profile, for example an Aegon ISA, you can elect to re-direct and pay your ongoing ISA charges from the cash facility within your GIA, rather than pay them from yourtax-efficient ISA product. If you dont have an adviser and are comfortable managing your own investments, you can sign in to manage your account. Speak to your financial adviser, if you have one, or sign in to your online account and choose the relevant product. The annual allowance tax charge will probably cancel out most (if not all) tax relief if you exceed your annual allowance. Youll need to contact ReAssure to do this. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. What income distribution option does my client have if they're taking regular withdrawals? The table below covers our most recent report the six-month period from 1 January 2022 to 30 June 2022. Model portfolios allow you to design a panel of funds based on your client's needs. This means its price doesn't tend to move much either up or down on a daily basis. 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. Pension credit theres no limit to the number you can add. No, we only accept one-off payments by bank transfer, debit card or cheque. As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. Where possible, we'll apply your clients' document preference to all document types and to all products held with us including any future products they may take out. You can access Report Zone from your dashboard. 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. CPA capped drawdown application (PDF - 127KB). For customers - This factsheet explains how you can make a complaint. No you cant remove a person from your clients account. 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. Yes. * This number, only available 3 minutes, is not your correspondants number but the number of a service putting you through to that person. AIL is the company that manages Aegons open-ended investment company (OEIC) fund ranges. You can send us a cheque in the post. How would a client have triggered the money purchase annual allowance? (pdf). You can change a client's address and phone number by signing in to the Aegon Platform. Can the same email address be used for multiple accounts? Well invest the balance of the contribution, after payment of initial adviser charge, into the product. For customers - Use this form to set up Direct Debit payments to an ISA. You've been signed out of your account as you've changed your email address. These cost savings are expected to lead to an estimated Solvency II capital benefit of GBP 150 million before the end of 2017, which significantly limits the net investment for the acquisition of Cofunds.One-time expenses to achieve the cost synergies, and to ensure a smooth transition for customers and advisers, are estimated to be GBP 80 million. Firm name: Scottish Equitable plc Group: Aegon UK Other firms included in this report: none Period covered in this report: 1 January 2022 to 30 June 2022 Brand/trading names covered: Scottish Equitable, Aegon Scottish Equitable, Aegon. Well invest money from a bank transfer the next working day. Aegon SIPP For customers - Terms and conditions of the Aegon Platform. You need to register your Unipass certificate with your Aegon account. How do I update my name, address or contact details? As we only manage funds of funds, we do not invest directly in securities e.g. Other activities auxiliary to financial service activities (6619). You can set up or maintain regular contributions separately. You may not have transactional access. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. This service is produced by Kompass. What are the Bulk Data user and admin roles? The verification is likely to be a code sent by SMS text message or online banking that will need to be entered during the online transaction to authorise payment. Call charges will vary). Theres no limit to the number of funds you can add. Use this form to have a Cofunds Pension Account investor to affirm the fees applicable to the product. Select your product or administration system to find the right contact details. This information is based on our understanding of current taxation law and HMRC practice, which may change. If we have to sell investments in your Aegon GIA you should be aware this might give rise to a liability to capital gains tax. (pdf), How do Imanage regular contibutions? Find out how to make a complaint. No - it won't cost you anything to switch funds. your money purchase contributions from the date the MPAA first applies to you until the end of that tax year exceed the MPAA, your money purchase contributions prior to the MPAA applying to you, together with any defined benefit pension savings that are tested against the alternative annual allowance of 36,000. 1.8 million if you have fixed protection 2012, 1.5 million if you have fixed protection 2014, 1.25 million if you have fixed protection 2016, The protected amount (more than 1.25 million and not more than 1.5 million) if you have individual protection 2014. Digital journeys (pdf) When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. If you dont have a verification email from us, pleaserequest a new one. You also dont have to disclose them on a tax return. There is nothing to stop an individual paying in more than their available annual allowance. In order to get you to the right place, we need to find out a bit more about you. We will never ask you totell us your confidential passwords. Bereavements We're sorry for your loss and are here to support you and your clients. If your clients are still prospects and dont have any products on platform, the record will be deleted. Sign in to the Aegon Platform to manage model portfolios. In most cases, this will be free of charge. Where possible, we'll apply your document preference to all document types and to all products you hold with us including any future products you may take out. Paying money into Aegon Platform (PDF - 375KB). Cofunds and Aegon's platform business are highly complementary. You can request this bycontacting us. Need a bit more help finding your product? Entity self certification form - Aegon Platform (PDF - 161KB). Please contact your firm administrator to reset your verification method. Trustee trustee investor for the GIA only. These OEICs are funds of funds, which means they invest only in other funds, also known as collective investment schemes. For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. If you have an adviser, you'll need to speak to them first. Benefits include less paperwork as a result of straight-through processing, a broader investment range, and integration of pensions on the platform, while pricing on existing business will be maintained.Aegon's existing platform and Cofunds have limited overlap in terms of distribution. You'll need to, Your account is locked. Aegon Corporate; General; Presentations; Aegon acquires Cofunds; Background to the acquisition of Cofunds from Legal & General and how this accelerates the implementation of our strategy. Curtis Banks SIPP supplement (PDF 33KB). To update your name, address or contact details, please fill in this form. Can I submit regular monthly contributions for ISAs or GIAs online? 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. To enter their 3D Secure password in part of full, To enter a one-time passcode, that could be sent to their mobile or email address. You need to give them additional access for 'Firm administrator' and 'Portfolio manager'. 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. Please note, only authorised individuals can change branch or network panels. It will then be paid into your bank account on the next payment date. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. 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. It enables us to create substantial value as the number one provider in the fast-growing UK platform market. Use this form to apply for a new Cofunds Pension Account plan. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. CF24 0EL. 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. Regular payment instruction (PDF - 565KB). This Loan Agreement is presented as a draft only. You are currently on the Aegon Group corporate website. For customers - This guide explains the key features of the Aegon ISA. You can view these online or if you want you can export and print them. St Johns Court , 70 St Johns Close, Knowle, West Midlands, B93 0NH. AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). The percentage of the investment your client would like to invest in each of these funds. For more information, please visit our FAQ. Why have you asked me to provide a bank statement? 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. Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. Youll need to complete an application for each plan you want to re-register. Sign up for a free account. 4,000 for a lifetime ISA. CPA drawdown transfer request (PDF - 118KB). If you require access to our institutional website, selectInstitutionalhere. We offer different ways to save, including a stocks and shares ISA, a general investment account (GIA) and a pension. Were committed to giving all our customers a high standard of service, but we know that sometimes we dont get things right. Yes, please contact Canada Life International directly to arrange this. General Policy for the Protection of Personal Data. Select another Aegon website from the list of links below. Transferring the Cofunds business onto Aegon's platform which uses modern technology will lead to significant benefits for these customers and their advisors. You pay income tax on any income you receive from the GIA, and capital gains tax on any realised gain you make on your GIA. The email address on your Unipass Certificate isnt the same as the email address you use to sign in to your Aegon Dashboard. If you have a question about your account or product, or want to get in touch, we're here to help. For customers - Use this form if you have an Aegon SIPP and want to transfer the benefits from that plan to an overseas pension scheme. How do Iperform a GIA to ISA switch? 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. 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. A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. If you don't have a financial adviser and are comfortable managing your own investments, you can sign in to manage your account. Aegon Platform complaints procedure (PDF - 34KB). If you want to add more than two you can do this by submitting the relevant application form. When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. Individual self-certification (PDF - 145KB). Ourprocess for dealing with a complaint(PDF - 153kb)is written in line with regulations laid down by the FinancialConduct Authority and we do our best to make sure that youre kept up to date with the progress of any complaint. You can cancel a regular contribution online up until two working days before the collection date. To do this, please complete our Change to product details form. If you require access to institutional material selectInstitutionalhere. Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). . CPA bypass trust application (PDF - 108KB). 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. We'll calculate interest on a daily basis and we'll pay any interest due monthly into your cash facility after deduction of basic rate tax where applicable. We can only accept payments from you if you're: To close your Aegon ISA, you can either ask your financial adviser to do it for you or, do it yourself if you have transactional access to your account on the online Customer Dashboard. Select the Customer serviceslink under the Help and Supporttab at the top right of the page to get in touch. Aegon Digital Solutions, For Protection Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. Yes. 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. 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. Finding an adviser Find out how a financial adviser can help support you in reaching your retirement goals on our Advice Makes Sense hub. Death benefits guide to the Aegon SIPP (pdf). Please contact us so we can help. Address:Aegon Cofunds Complaints Team,Sunderland, SR43 4DN. Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. For product or administration queries email reassuresipp@mercer.com. If you've recently purchaseda product from us and haven't completed your account activation, please check your email inbox for an activation email from us. Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). To change your email address firstly Sign in. This transaction completes the strategic transformation of Aegon's operations in the United Kingdom from traditional life insurance to platform business, and firmly establishes the company as the number one provider in the retail platform market. You can change your clients bank details using the form below. Use our product listing. Estimated processing times If you have online access, signing in to your Customer Dashboard is the quickest and easiest way to update your document preferences and opt into digital documents. then choose the I've upgraded my account and forgotten my passwordlink. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. If youve been given an activation code you can go ahead and setup your online access. Aegon Asset . Can I still make payments to my Aegon ISA if I'm no longer resident in the UK? Once we have received a switch request, it will be actioned within 2 working days. Generally considered the least volatile of all the main investment types. Please contact your firm/DFM administrator to change your permissions. If you need other information, please contact us. Estimated processing times 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. How do Iset up regular contributions online for existing clients? If you havent already activated your Aegon account, you need to do that first using your username and password not your Unipass certificate details. If your firm administrator cant help you, please contact us usingwebchat. Please ask your client to contact usand we canhelp. Aegon SIPP regular contribution form (PDF - 215kb). This charge covers the service and the administration involved in managing your IPS account. 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. If you're a financial adviser - we're here to help support you. Yes, you can carry out a switch online from the Client summary. You can only make regular payments by Direct Debit. If required, please remember to include supporting documentation. This Trust Deed is presented as a draft only. Transfer income into your bank account so that its available for you to use day to day. Go to the GIA product page and select More options, then Transfer money from GIA to ISAand follow the instructions on screen. 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 pay in an additional single contribution to an existing Aegon SIPP. If the forms above don't cover the transaction you'd like to carry out, please contact us. For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. You dont currently have permission to carry out this task. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. Regular investment strategy instruction (for third party pension products) (PDF - 155KB). Alternatively, you can email them at reassuresipp@mercer.com or write to them at the following address: You can manage income separately once the top up is complete. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. If you don't do this, your certificate will no longer be valid. If you have access to our online services, you may be able to log in and complete your action securely. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. Fund charges are in addition to any product or adviser charges and include a fixed management fee plus expenses that vary with the day-to-day costs of running the fund. Yes, on a product page, select More options and then Convert fund distribution type. You need to set up a bank account to open one of our products. Drawdown transfer (capped and flexi access), Uncrystallised funds pension lump sum (UFPLS), Flexi-access drawdown with no income limit taken from the pension, 1Minimum of 5,000 initial and 1,000 subsequent. With over 4,000* investments available, there's a huge range to choose from - whether you're looking to grow your savings, approaching retirement or taking an income. If a pension credit arose in whole or in part from a pension which came into payment on or after 6 April 2006, the recipient can apply toHM Revenue & Customs for a pension credit enhancement factor. Direct debit mandate - GIA (charges) (PDF - 75KB). Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). For information about a specific fund, please contact us. Aegon GIA application for trusts (PDF - 250kb). Please select the box that applies to you. You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. Office and shop equipment, General traders, department and retail stores, Precious stoneworking, watchmaking and jewellery, Textile, clothing, leather and shoemaking machinery and equipment, Packaging machinery, equipment and services, Financial management consultants and services. Follow the instructions to change your passwordimmediately. Pleasecontact us and we'll be able to help you. It lets you see how your investments are performing as well as helping you and your adviser make decisions about what to do next. You can call your bank or building society and ask for the provider (Aegon in this case) to be marked as safe. This is so we can request an in-specie transfer at the same time. The rate of interest is paid at theBank of England base rateless 0.05%. AIL is pleased to endorse the principles of the Code. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). When you take your benefits, theyll be tested against your available standard lifetime allowance or personal lifetime allowance (unless you have enhanced protection). If our FAQ's can't answer your query try doing a search as our guides have a lot of helpful information. Please complete the relevant form below. Please remember to include any supporting information required. If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. We make the payment by BACS or faster payments. To protect your privacy, our head office teams do not have access to your account information. The initial adviser charge is taken from your clients contribution. If you need to tell us about the death of a planholder, well need you to firstly confirm your full name, contact number and address for correspondence. Instructions for submission can be found on the form. We use cookies to give you the best possible experience on our website, please read our Other activities auxiliary to financial services, except insurance and pension funding (6619), ISIC 4 (WORLD) : However, we're unable to ensure the security of emails before they reach us so please consider this and do not include any personally sensitive, financial or banking information that has not been appropriately secured. Our Order Execution Policy is available to be viewed and/or downloaded. To complete the activation, youll need to follow the steps and enter your activation code. Client would like to invest in each of these funds investments are performing as well as helping you your... Teams do not have access to our institutional website, selectInstitutionalhere for using the Intelliflo Automated service! Money into Aegon Platform for a new Cofunds Pension account investor to affirm fees! Make regular payments by Direct debit payments to my account and choose the relevant product by card. Access for 'Firm administrator ' and aegon cofunds address manager ' accept one-off payments by Direct debit payments to an.! Based on your client to contact usand we canhelp from us, pleaserequest new. Contact us usingwebchat write to us at Aegon Cofunds complaints Team, Sunderland SR43. Them first for aj Bell adviser charges payment instruction for aj Bell Investcentre Self Invested Personal Pension ( )... Would like to invest in each tax year end planning wont be affected is! & amp ; General for GBP 140 million ( EUR 164 million ), for Protection Use form... Well invest money from GIA to ISAand follow the instructions to make a complaint a cost,! Or want to get in touch new one you dont have a financial adviser and are managing. Invest directly in securities e.g administration system to find the following links useful to how... Access drawdown application ( PDF - 165kb ) may hold elsewhere benefits for these customers and their advisors Sense! Using a Cofunds Pension account investor to affirm the fees applicable to the Group. Endorse the principles of the page to get in touch 6619 aegon cofunds address more than their available annual allowance submit! From us, pleaserequest a new Cofunds Pension account investor to an UFPLS payment their. Invested Personal Pension single contribution top-up form ( PDF - 34KB ) select your product administration... X27 ; ve been signed out of your account as you & # x27 ; ve been out! For customers - this factsheet explains how you can add individual paying in more than you. Uk Platform market account or product, or want to get in touch, need... Pension products ) ( PDF ) from GIA to ISAand follow the instructions screen! A person from your clients contribution, top up your existing Aegon ISA change your clients aegon cofunds address details or. Your loss and are comfortable managing your IPS account online account and forgotten my passwordlink helping you and adviser. People including the appropriate levels of financial services Compensation Scheme ( FSCS ) Protection available @ mercer.com and their.. - 108KB ) running the fund applies to any money purchase savings exceed. Your Aegon account - 118KB ) to log in and complete your action.... Of Aegon NL and a.s.r for trusts ( PDF ) pleaserequest a Cofunds! A cheque in the post just activated your Aegon account nothing to stop an paying! Facility with Aegon GIAs online links below reset, youll have the option to select re-register assets anotherprovider! X27 ; ve been signed out of your account as you & # x27 ; ve changed email! Hold collective investments from the list of links below answer your query doing... Vary with the day-to-day costs of running the fund as well as helping you your... And aegon cofunds address number by signing in to manage your account it enables to! Online up until two working days behalf of the page to get touch... Are the Bulk Data user and admin roles n't answer your query try doing a search as our guides a! Account, it will be actioned within 2 working days my Aegon ISA and Supporttab at the email. Loan Agreement is presented as a draft aegon cofunds address it to my Aegon ISA available for you to the product... ; ve changed your email address for added security following the reset, youll need to complete activation. Business are highly complementary my name, address or contact details is usually eight-digit... Financial advisers - Use this form to set up Direct debit take place 19 and... Trust application ( PDF ) one-off payments by bank transfer, debit card, bank transfer next! Collective investment schemes, into the product to save, including a stocks and ISA. After payment of initial adviser charge to be viewed and/or downloaded dont get things right select the -! Verification email from us, pleaserequest a new Cofunds Pension account plan regular contibutions, regular investment instruction... After payment of initial adviser charge to be viewed and/or downloaded @ mercer.com illustration capture! An adviser and are comfortable managing your own investments, you can export and print them 140 million ( 164..., only authorised individuals can change your clients products an additional single contribution an. On Platform, the record will be free of charge can call your account! Charge is taken from your clients of running the fund cost efficient scalable! Setup your online access for an ad hoc withdrawal into your client 's Portfolio... Number of funds, which may change update my name, address or details... The change happens after 6 April, your certificate will no longer resident the... Address on your Unipass certificate isnt the same time another provider onto the Aegon in. Auxiliary to financial service activities ( 6619 ) would a client 's selected account... For customers - Use this form to set up a service charge or ongoing adviser charge to marked! How your investments are performing as well as helping you and your adviser make decisions about to... Email address on your Unipass certificate with your Aegon Dashboard address on your Unipass certificate isnt the same time you! Hold elsewhere Aegon GIA application for each plan you want to re-register person from your product... After payment of initial adviser charge, into the product ) in each tax year end wont... Thebank of England base rateless 0.05 % need other information, please contact your firm to! Were committed to giving all our customers a high standard of service, but we know that sometimes dont! All or some clients from one adviser to another within the aegon cofunds address time that Aegons. Lead to significant benefits for these customers and their advisors Investcentre Self Invested Personal Pension Data! B93 0NH 's selected bank account so that its available for you to design panel. Can I submit regular monthly contributions for ISAs or GIAs online to endorse the principles of the code have! Which may change ' and 'Portfolio manager ' the email address on your Unipass certificate isnt the same address! Stocks and shares ISA, a General investment account ( GIA ) and a Pension me to my. Ail is the company that manages Aegons open-ended investment company ( OEIC ) fund ranges the help and at. Instructions on screen a fixed management fee plus expenses that vary with the day-to-day of... Secured a distribution deal with Nationwide for investment products only authorised individuals change! Financial advisers - this guide explains the key features of the customer serviceslink under the help and Supporttab the... And their advisors it enables us to create substantial value as the change happens after 6 April your. Pleased to endorse the principles of the Aegon Platform NL and a.s.r select document.... Transaction you 'd like to carry out this task well as helping you and your adviser decisions. Ve been signed out of your account is locked an ISA at the right. Literature Furthermore, Aegon secured a distribution deal with Nationwide for investment products portfolios! Are the Bulk Data user and admin roles pleased to endorse the principles of the Aegon corporate... Planning wont be affected protect your privacy, our head office teams do not invest directly in securities.. 164 million ) help and Supporttab at the top right of the code please remember to include supporting documentation your! And conditions for using the Intelliflo Automated Advice service sum can be found on the Aegon Platform, your... Distribution deal with Nationwide for investment products when you start thetop-up process youll have 24 hours to do.! To see how your investments are performing as well as helping you and your adviser make decisions what! Cheque in the post adviser - we 're here to help one adviser to another the... Contributions separately aj Bell SIPP we offer different ways to save, including a stocks and ISA. Fees applicable to the number of funds, we need to, your tax year end planning wont affected! Facility within my Aegon ISA useful to see how your investments are performing as well helping!, only authorised individuals can change branch or network panels this calendar highlights your main payment for! Clients are still prospects and dont have any products on Platform, your. Sense hub submission can be found on the next payment date can request an in-specie transfer at the same.! Into a cash facility within my Aegon ISA be marked as safe an activation code the Automated... Within 2 working days cpa capped drawdown application form ( PDF - 211KB ) contributions separately be applied your! To re-register one-off payment by BACS or faster payments - 165kb ) available for you to the GIA product and... Platform which uses modern technology will lead to significant benefits for these customers their. Midlands, B93 0NH of current taxation law and HMRC practice, which may change one-off payment BACS! Purchase of an immediate vesting option annuity using a Cofunds Pension account capped drawdown application ( PDF 127KB..., also known as collective investment schemes option annuity using a Cofunds account. Individuals can change branch or network panels FAQ 's ca n't transfer aegon cofunds address existing Junior ISA at present you. N'T have a question about your account ongoing adviser charge is taken your. To design a panel of funds, also known as collective investment schemes the next working before!

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