Why have you asked me to provide my client's bank statement? The email address on your Unipass Certificate isnt the same as the email address you use to sign in to your Aegon Dashboard. 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. Yes, you can carry out a switch online from the Client summary. We've been supporting people with their pension since 1831 it's what we do. For customers - Use this form for corporate and trust top ups. For customers - This guide explains the charges that could apply to your investment with us. Estimated processing times Select another Aegon website from the list of links below. Well invest money from a bank transfer the next working day. Use this form to verify a birth certificate in relation to a Cofunds Pension Account application. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. All products on the Aegon Platform have their own cash facility. You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. Background to the acquisition of Cofunds from Legal & General and how this accelerates the implementation of We pay consolidated natural incomeon day 12 of each month. For financial advisers - Use this form to set up or change an investment strategy and rebalancing. Individual one individual investor for all product types. For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. Use this form to upgrade from a restricted Cofunds Pension Account to a full Cofunds Pension Account. Can I carry out drawdown transactions online for my clients Cofunds Pension Account? Can I move money froma jointGIA into anISA? For customers - Use this form to set up a direct debit to pay charges from your General Investment Account only. 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, please use the forms below. 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. For more information, you can view the product literature on Canada Life Internationals website. 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. For financial advisers - Use this form to top up a General Investment Account (GIA) product on the Aegon Platform. AJ Bell Investcentre SIPP transfer form (PDF - 76KB). Can my client pay the initial adviser charge by Direct Debit? Youll need to contact ReAssure to do this. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). 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. When we make the change, both you and your client will both be able to view this. The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. The funds that are available for you to select from depends on the advice basis for the transaction. 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. You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. You can assign both roles to the same user. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. 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). Yes. When your existing certificate expires, youll need to follow these steps again to register your new certificate. You cant make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. For more information, please visit our Pension Technical Zone. 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. Are you an analyst or investor, or a journalist with a question For information about this, please contact us. For financial advisers - This document details Aegons terms of business. This makes it quicker and easier for you to find the funds you need. 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. Aegon Junior ISA change of registered contact form (PDF - 158KB). For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). Why do you need to know if my client is present if I'm setting up a Direct Debit? 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. 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. In order to apply, your client can complete the relevant form below. For customers - Use this form to apply to hold collective investments from the Aegon Platform in an AJ Bell SIPP. Standard theres no limit to the number you can add. Call charges will vary). 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. During this time, youre unable to access Report Zone. 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. For customers - Use this form to change your personal details. If youre not registered yet, call us on+44 (0) 345 604 4001and well set Please contact your firm/DFM administrator to change your permissions. Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. Contact via email: [email protected] 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 Please complete the relevant form below andsubmit, or contact AJ Bell. We use your clients email address for service notifications and to allow clients to manage their accounts. Inheritable ISA allowance transfer authority (PDF - 34KB). 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? 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. 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. Use this form to top up investments in Cofunds Pension Account. Death benefit nomination/expression of wish (pdf). 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 customers - Use this form to apply for an Aegon GIA for a registered charity. Death benefit nomination/expression of wish form (PDF - 72KB). You can carry out a switch online for the collective funds invested in your clients ReAssure pension that are held on the Aegon Platform. You can cancel a regular contribution online up until two working days before the collection date. When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. Please contact your firm administrator to change your permissions. Report Zone is a separate reporting website, accessed from your dashboard. Can I change my clientsDirect Debit details online for payment of charges? If you want to add more than two you can do this by submitting the relevant application form. No. For more information you can view the product literature onCanada Life Internationals website. Paraplanners view only or view and transact. 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 set up a direct debit. Aegon ISA -Inheritable ISA - Transfer forms, Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA (PDF - 204KB). Find out more in our enhanced security sign in guide. Youll find the switch illustration in the Documents screen of the switch journey, you can review the illustration before you submit the switch instruction. Aegon General Investment account - transfer forms. Policy. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. For any other transactions, including top up and withdrawal instructions, you should contact Canada Life International directly. Granting an adviser authority or appointment of adviser form (PDF - 166KB). For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. Rocketreach finds email, phone & social media for 450M+ professionals. For customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. Yes. For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). 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 produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. United Kingdom. (pdf), How do Imanage regular contibutions? Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). To access their documents, select the Cofunds Correspondence button on the client summary. Once the switch is actioned it will take 5-7 working days for the fund switch to complete. For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. Please ask your client to contact usand we can help. You can complete theDirect Debit instruction online if your client is present. Recurring switch from cash instruction (PDF - 160KB). For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. Your client can add the provider throughtheir online banking account. Aegon Platform terms of business (PDF - 258KB). Some users may choose to manually upload the files to a third-party system. Yes, your client can move assets held within their GIA to their ISA. You can make one single contribution and/or set up one regular contribution instruction on each product. Your client must be at least age 18 to invest in an ISA. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA (PDF - 185KB). If the forms above don't cover the transaction you'd like to carry out, please contact us. If you cant find a document, please contact us. Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). Telephone lines are open Monday to Friday 9.00am to 5.00pm. The same would apply for other roles such as 'Paraplanner'. Sorry, you dont currently have permission to carry out this task. Between the hours of 01:00am to 08:00am each day we refresh the data to make sure you have the most up to date information. We make the payment by BACS or faster payments. Digital journeys (pdf) For employers - Use this form to set up member contributions to an Aegon SIPP. Re-registration authority form - GIA (PDF - 34KB). These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. Fitzalan Court Any income generated will remain in the cash facility of the product and will be used for fees and charges. Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. Junior Investment ISA monthly savings amendment form (PDF - 65KB). ReAssure For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. 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 require access to institutional material selectInstitutionalhere. For financial advisers only - THis document gives full details about our annual charge, applicable to new customers of the Aegon Platform from May 2018. 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. Please contact Curtis Banks. Aegon GIA application for trusts (PDF - 250kb). Get 5 free searches. Yes. General Investment Account re-registration application form (PDF - 78KB). Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). We dont allow this to happen as part of our anti-money laundering mitigation. Individual NYSE shareholder account inquiries, comments or suggestions concerning Aegon are welcome. Why does my client have a General Investment Account (GIA)? Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. Witham Essex CM8 2UX. (pdf). Youll then be able to register a landline number when you next sign in. 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. 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. 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. A fund panel is a list of favoured or researched funds. Aegon ISA transfer authority (PDF - 32KB). Aegon General Investment Account application form (PDF - 680KB). Your Unipass Certificate may not be valid - for example its expired. Assets may not be sold if the funds are suspended. Youll then be directed to the actions you need to carry out. For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). The primary role is the main role a user will carry out. 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. These roles are associated with our Bulk Data service. Access isnt available if your client has multiple advisers. View your client's product summary and select theRegulars tab. Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? Well make payments at that point, usually within two working days, assuming theres enough money in the products cash facility. Did you know you can complete this process online. How would a client have triggered the money purchase annual allowance? You can no longer make contributions into these products. For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. Youll see an option to set up a monthly contribution when you apply for the product online. Please complete the relevant form below. Aegon GIA application for pension schemes (PDF - 87kb). Your client can select consolidated natural income or regular withdrawals, but not both. We need written confirmation of the changes. For SIPP We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. Our platform gives you one-stop access to a universe of investment opportunity - to and through retirement. Sorry, you cant currently carry out any of these transactionsonline. Pleasecontact us and we'll be able to help you. The initial adviser charge is taken from your clients contribution. GIA and ISA in-specie transfer You can set up or maintain regular contributions separately. 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. Call charges will vary). 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. For customers - Terms and conditions of the Aegon SIPP. Cofunds Pension Account additional contribution form (for existing clients). Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? For information about a specific fund, please contact us. 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 For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. You can set up a panel by selecting Create new fund panel on your dashboard. We're always on hand to help. Regardless of whether your clients select online or post as their preferred method, we'll always save a copy of the document to their online document store. When youre processing a trade, youll be able to select from the fund panels relevant to you. See more FAQs for Issues with your details, Aegon Platform improved transaction history (pdf), Junior investment ISA monthly savings amendment form (pdf), Suffolk Life self-invested pensions regular investment and amendment form, Granting an intermediary authority or appointment of intermediary form, Self-invested Personal Pension illustration data capture form, Junior Investment ISA monthly savings amendment f, Child Trust Fund to Junior ISA transfer application. Individual or joint clients first name, surname, date of birth, gender and confirmation of UK residency. Key dates for intermediary charges (PDF - 98KB). Aegon SIPP terms and conditions (PDF - 235KB). When we make the change, both you and your client will both be able toview this. (pdf). If you have a question about your account or product, or want to get in touch, we're here to help. Please visit our Money out card on our Support page. 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 Junior ISA transfer application form (PDF - 201KB). Please select the box that applies to you.. Aegon General Investment Account top up for corporate and trusts (PDF - 273KB). For customers - This guide explains the key features of the Aegon GIA. If your firm administrator cant help you, please contact us usingwebchat. Please complete the relevant form below. For customers This document provides an overview for making payments by debit card, bank transfer or cheques. Yes. Once automatic rebalancing has been set up on the rebalance instruction, automatic rebalance will take place as follows: For example, if you set up a rebalancing instruction on 10 August, automatic rebalance will take place as shown below: A financial adviser or discretionary fund manager can also rebalance on an ad hoc basis. For example, if you create an 'Adviser' role but also want them to carry out 'Firm administrator' and 'Portfolio manager' permissions - then the primary role for the user would be 'Adviser'. What income distribution option does my client have if they're taking regular withdrawals? How to make a complaint There are several different roles available. For customers - Use this form to contribute or amend contributions into an existing Suffolk Life product. Bereavements Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. Why have you asked me to provide a bank statement? CPA drawdown transfer application form for new clients (PDF - 235kb). If you'd like to change previously selected options, please complete our Investment strategy instruction. 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. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. Accessing the Aegon Dashboard. For customers - Use this form to confirm the details of an individual for tax purposes. Sign in to the Aegon Platform to set up and manage regular contributions online. If you've just activated your Aegon Platform account, it will be the next working day before you can use this. You can read our Fund protection summary or our frequently asked questions. You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. What are the Bulk Data user and admin roles? Instructions for how to submit can be found on the form. It allows you to sign in to multiple websites within the financial services industry on any device.

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