Wed need a new application for a joint GIA. Aegon is a brand name of both Scottish Equitable plc (No. Call charges will vary). Here you will find FAQs, advice on how to use the site, and how to get in touch about support for your Aegon products. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. It allows you to sign in to multiple websites within the financial services industry on any device. 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 - Use this form to allow a JISA investor to change their regular contributions into their JISA. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? 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. You can't make regular contributions to your clients pension online. Please complete the relevant form below andsubmit, or contact AJ Bell. Since you were upgraded to Aegon Platform, your client's Cofunds Investment Funds is now invested in an Aegon General Investment Account. For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Youll then be directed to the actions you need to carry out. Aegon Corporate. For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. You can read our Fund protection summary or our frequently asked questions. If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. You can make one single contribution and/or set up one regular contribution instruction on each product. If the third-party system has seamless integration the Bulk Data admin role needs to set this up. 4 Mayland Road. Investor protection what you should know (PDF - 36KB). Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? Aegon, which bought Cofunds for 140m in 2016, merged it with its in-house platform over the May Bank Holiday weekend last year. For more information you can view the product literature onCanada Life Internationals website. The agreement to acquire View your client's product summary and select theRegulars tab. If the forms above don't cover the transaction you'd like to carry out, please contact us. You can switch auto-rebalancing back on by completing theInvestment strategy instruction. Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. Cash held within the cash facility of any product attracts interest at a gross rate of. If you select drawdown transfer, you can only add one transfer at a time. You can add additional people by completing our AegonAsset Transfer form. You can top up an existing product online by signing in to the Aegon Platform. Your client could get back less than they invest. 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. 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. What income distribution option does my client have if they're taking regular withdrawals? Your client must be habitually resident in the UK for us to accept the business. You can select a collection date betweenday 1 and day 28 of each month. Bereavements Call charges will vary. Well calculate the charges on the last working day of the month and deduct them on or around the first working day of the next month. We use cookies to give you the best possible experience on our Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. You can set up or change a model portfolio from the Model Portfolio Manager on your dashboard, if you are set up with the correct access level. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. If you select on top of the contribution, your client will pay an additional amount to cover the initial adviser charge with the full amount you want being invested into the product. For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. All products on the Aegon Platform have their own cash facility. Contact via email: [email protected] Contact via phone: +31 70 344 3210. If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). For any other transactions, including top up and withdrawal instructions, you should contact Canada Life International directly. Your client must provide an address, based in the United Kingdom (UK), that reasonably appears to be their residential address and there's no evidence suggesting this isn't. This Trust Deed is presented as a draft only. 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. Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? For customers - Use this form to transfer a JISA from another provider onto the Aegon Platform. On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. 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. All members of the firm can view and use this but only an authorised individual can change or update this. Can I reduce my clients payment of charges paid by Direct Debit online? We use cookies to give you the best possible experience on our website, please read our For other transactions, please complete the relevant form below and submit. Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. Get Jennifer Burns's email address (j*****@shawbrook.co.uk) and phone number at RocketReach. If you require access to institutional material selectInstitutionalhere. For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. This makes it quicker and easier for you to find the funds you need. See below for the roles and what additional access you can give. For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). We need written confirmation of the change signed by all relevant directors/signatories. Yorsipp is a specialised SIPP provider offering clients bespoke investment solutions, with a focus on diversity, flexibility, and range. When your Unipass certificate expires, youll have to add details of the new one. If this is the case, our team will be in touch. In order to apply, your client can complete the relevant form below. Registered address: 15 Fetter Lane, London, EC4A 1BW 15 Fetter Lane, London, EC4A 1BW Phone: +44 (0)20 3416 9143 Email: funds@dowgate.co.uk Fund Characteristics: It may also be that the fund youre looking for isnt within the range that we offer for that product. Suffolk Life adviser charging form (PDF - 65KB). You can carry out a switch online for the collective funds invested in your client's Suffolk Life Trustees or Annuities pension that are held on the Aegon Platform. 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. As soon as your new device arrives please register it for verification. 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. However, in this situation please contact your firm administrator to report device unavailable. This may be because your client pays their regular contributions by more than one direct debit payment. Any income generated will remain in the cash facility of the product and will be used for fees and charges. Your client wont make any investment losses or gains. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. Aegon SIPP application requirements (PDF - 165kb). Who can set up and maintain user roles and permissions? Aegon ISA transfer application form (PDF - 722KB). You can carry out a switchby signing into the Aegon Platform. You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. We pay consolidated natural incomeon day 12 of each month. Use this form to top up investments in Cofunds Pension Account. We make the payment by BACS or faster payments. We always pay consolidated natural income to your client's bank account. Can I carry out drawdown transactions online for my clients Cofunds Pension Account? If you select pensions savings or full immediate drawdown there are different types of transfers available. The maximum your client can pay by debit card is49,999.99. Well only ask you this once for each product. Can I carry out transactions online on the Aegon Platform for my clientsReAssure Portfolio Plus Pension or SIPP? Your client can select consolidated natural income or regular withdrawals, but not both. You can change your client's name or National Insurance number using the form below. Get Derek Stabb's email address (d*****@rowan-dartington.co.uk) and phone number at RocketReach. Unit and share class conversion form (PDF - 664KB). They can't select reinvest or consolidated natural income. For customers - Use this form to nominate a beneficiary in the event of your death. A fund panel is a list of favoured or researched funds. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. Regular investment strategy instruction (for third party pension products) (PDF - 155KB). To find out how to use the updated forms take a look at ourquestions and answers (pdf). Yes, your client can move assets held within their GIA to their ISA. If your firm administrator isn't able to help you, you can contact us. Once we have received a switch request, it will be actioned within 2 working days. 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. How to make a complaint Please complete the relevant form below and submit. To access their documents, select the Cofunds Correspondence button on the client summary. You need to register your Unipass certificate with your Aegon account. Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. For customers - Use this form to transfer investments between Aegon GIAs held by different customers.
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