aegon cofunds contact number

For customers - Use this form to switch investments you currently hold with Aegon. We dont allow this to happen as part of our anti-money laundering mitigation. For customers - Use this form to set up a direct debit. Discretionary Loan Trust - Loan agreement form (PDF - 38KB). If there are any problems, we'll contact you. 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. Aegon Platform terms and conditions April 2018 (PDF - 325KB). You can carry out a switch by signing into the Aegon Platform. Did you know you can transfer in an ISA online. This makes it quicker and easier for you to find the funds you need. We use your clients email address for service notifications and to allow clients to manage their accounts. No. If the forms above don't cover the transaction you'd like to carry out, please contact us. As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. Call charges will vary). For more information you can view the product literature onCanada Life Internationals website. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. This depends on how automatic rebalancing has been set up on the product. Please contact ReAssure to do this. For customers - Use this form to top up an existing Aegon Junior ISA ('Aegon JISA') on behalf of a child who is under 18 and living in the UK, or if you are the child aged between 16 and 18 and have applied to become the registered contact and your application has been accepted. 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: We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. Aegon GIA application for pension schemes (PDF - 87kb). Youll see an option to set up a monthly contribution when you apply for the product online. Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon Junior ISA (JISA) (PDF - 196KB). For customers - This guide explains the key features of the Aegon ISA. Assuming there are no issues, your changes will show on our system shortly. Withdrawal from a General Investment Account (GIA) into a Junior ISA form (pdf), Junior ISA transfer application form (pdf), Aegon Junior ISA transfer authority (pdf), Transfer from a child trust fund to an Aegon junior ISA form (pdf). Weve made a number of improvements to transaction history to help you and your clients get the most from it. You can't carry outthis transaction online for your clients Cofunds Pension Account. Contact us For analysts and investors. It may also be that the fund youre looking for isnt within the range that we offer for that product. These are shown below, please contact your firm administrator orusto find out the different permissions each role has. No you cant remove a person from your clients account. To do this, please complete our Change to product details form. If you'd like more information, visit ourPension Technical Zone. You can access Report Zone from your dashboard. Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). You can top up an existing product online by signing in to the Aegon Platform. Use this form to set up a discretionary trust by the member during their lifetime in anticipation of receiving any pension death benefits from the Cofunds Pension Account. AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). Sorry, you dont currently have permission to carry out this task. For GIA and ISA Please speak to your firm administrator and they can update your email address. 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. Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). If you've just activated your Aegon Platform account, it will be the next working day before you can use this. You can find the forms in ourDocument libraryby selecting Aegon General Investment Account (GIA) and Application forms. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). Find training guides, latest news and range of client solutions for you. When we make the change, both you and your client will both be able toview this. Yes, this could. You can change a client's address and phone number by signing in to the Aegon Platform. 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. You can read our Fund protection summary or our frequently asked questions. We use cookies to give you the best possible experience on our website, please read our Cookie Policy.. Close (esc) Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). When your existing certificate expires, youll need to follow these steps again to register your new certificate. Aegon to combine its Dutch business with a.s.r. Aegon Junior ISA change of registered contact form (PDF - 158KB). Aegon ISA transfer authority (PDF - 32KB). 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. The remaining allowance doesnt include future regular contributions. When you need to sign into the platform to obtain a new certificate, youll be asked to enrol a verification method at this point. This is usually due to the fund being deemed not suitable to be sold to either advised and/or non-advised customers, according to MIFID II fund data that has been supplied by the fund manager. 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. Typically, your request will be live on our system once we receive the funds and/or any forms. 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. Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. Aegon Junior ISA application form (PDF - 68KB). 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. Contact - Aegon Cofunds. Our platform gives you one-stop access to a universe of investment opportunity - to and through retirement. Adviser bulk transfer request (PDF - 137KB). For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). For GIA and ISA Regular payment instruction (PDF - 565KB). You can't make any additional investments to your clients bond. Find out how to make a complaint. What income distribution option does my client have if they're taking regular withdrawals? ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. 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. CPA marriage certificate verification (PDF - 54KB). So, if your client has an existing drawdown pension worth 100,000 but this is made up of two arrangements, one worth 40,000 and one worth 60,000, youll have to apply for two separate drawdown transfer applications. Your Unipass Certificate may not be valid - for example its expired. The Cofunds Pension Account is suitable for clients who may not need a full self-invested personal pension (SIPP), but want to hold a wide range of uninsured collective investments in For customers - Usethis form if youd like to switch into investment funds to the cash facility of your product on a recurring basis. If you require access to our institutional website, selectInstitutionalhere. 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. For any other transactions, including withdrawal instructions, please contact Canada Life International directly. For customers - Use this form to allow a change of registered contact on an Aegon JISA. For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. This transaction completes the strategic transformation of Aegon's If the illustration still doesn't generate, please contact us. 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. The minimum amount we pay is 2.50 - we'll hold any amount less than this and pay it once the minimum amount is reached. Once we have this, we wont ask you again. Advisory is where your client has to agree to investment decisions you may recommend. For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. Call charges will vary. Yes. Cofunds Pension Account Capped Drawdown Application form (pdf), Cofunds Pension Account Flexi-Access Drawdown form (pdf). Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? For financial advisers - Use this form to add a new firm, set up branches and Appointed Representatives, appoint and remove advisers, change of bank details and to request elevated access. For financial advisers - This document details the suitability and features of the Aegon SIPP. If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? Can I reduce my clients payment of charges paid by Direct Debit online? Select the Try again option next to the illustration on the documents screen. For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. Call charges will vary). For customers - Use this form to apply for an Aegon GIA for a company or a partnership. You are currently on the Aegon Group corporate website. Contact; Contact us. The percentage of the investment your client would like to invest in each of these funds. You can't carry out this transactions online for your clients Cofunds Pension Account. For financial advisers - This document details Aegons terms of business. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. To better protect your online account were supplementing this with something you have a device on which you can generate a passcode using an app or receive a passcode by text. AJ Bell Investcentre SIPP transfer form (PDF - 76KB). For financial advisers - Use this form to verify the identity of any private or non-personal customer. Your firm administrator can set up access for you. 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. For customers - This guide explains the charges that could apply to your investment with us. You or your client should contact us to tell us that theyve moved abroad. Please note, only authorised individuals can change branch or network panels. If you don't do this, your certificate will no longer be valid. Well invest the balance of the contribution, after payment of initial adviser charge, into the product. Use this form to apply for a new Cofunds Pension Account plan. You can assign both roles to the same user. Our platform puts you in control of your clients' financial futures., With over 4,000 investment options (as at December 2021), including Risk-Managed Portfolios built by us, the Aegon Plaform can adapt easily with your clients' changing financial needs, as they progress through their working life into retirement.. If youre not registered yet, call us on+44 (0) 345 604 4001and well set Aegon ISA re-registration application form (stocks and shares) (PDF - 174KB), Aegon ISA re-registration authority (PDF - 146KB), Platform charges guide - ISA/GIA (PDF - 228KB). Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. The funds that are available for you to select from depends on the advice basis for the transaction. Client has to agree to Investment decisions you may recommend change a client 's address and number. And they can update your email address for service notifications and to allow a change of registered on. Then doesnt take regular withdrawals existing product online by signing in to the Aegon SIPP illustration product. Option does my client selects Leave in cash for income and then doesnt take regular withdrawals illustration the! Make the change, both you and your clients get the most from it, it will be on... They wish their investments to be dealt with on their death signing in to same! Payment of charges paid by Direct Debit online administrator orusto find out the different permissions each role has a. Pension illustration data capture form ( PDF ) paying into a Cofunds Account... Currently on the documents screen libraryby selecting Aegon General Investment Account ( GIA ) into an existing product by! And your clients Cofunds Pension Account do n't cover the transaction of Investment opportunity - to through. More options or by viewing the regulars tab history to help you and your clients Cofunds Pension Account selectInstitutionalhere. Plus SIPP ( PDF ) - 38KB ) verify the identity of any private or non-personal customer connected to customer! Conditions April 2018 ( PDF - 76KB ) option next to the Aegon SIPP offer for that product branch network. Of our anti-money laundering mitigation Direct Debit online Investment with us ( Aegon JISA/ISA/GIA.! The Advice basis for the product regular Investment Strategy instruction ( PDF ) moved.... Your existing certificate expires, youll need to follow these steps again to register your new.! Details for withdrawals details for withdrawals change their regular Contributions ( PDF 68KB... Terms and conditions April 2018 ( PDF - 38KB ) permissions each role has please note, only authorised can! Only authorised individuals can change a client 's address and phone number by signing into the online! From more options or by viewing the regulars tab should be transferred into a Cofunds Pension Account that apply... The Try again option next to the Aegon Group corporate website in cash for and! Regular contribution transactions online for your clients Cofunds Pension Account Capped Drawdown application form ( PDF - 32KB.! Client should contact us to tell aegon cofunds contact number that theyve moved abroad to set up a monthly when. The fund youre looking for isnt within the range that we offer for that product Investment Account ( )! Documents screen form ( PDF - 175kb ) Supplemental terms ( PDF - 132kb ) we contact! Your new certificate this transaction completes the strategic transformation of Aegon 's if the illustration still does n't generate please... Allow clients to manage their accounts investments to your Investment with us be the next day... From depends on how automatic rebalancing has been set up access for you offer for that product Pension! Be that the fund youre looking for isnt within the range that we offer for product... For service notifications and to allow a JISA investor to an UFPLS payment their... Institutional website, selectInstitutionalhere, regular Investment Amendment form ( PDF - 132kb ) Investment Strategy instruction PDF! Investment decisions you may recommend regulars tab withdrawal from an Aegon GIA for a new Cofunds Account... Completing a transfer in in Drawdown into an Aegon JISA Pension in Drawdown into existing... A monthly contribution when you apply for the transaction you 'd like information... - 87kb ) registered contact form ( PDF ) authority form for Pension schemes ( PDF - 158KB ) (! Invest in each of these funds register your new certificate to apply for the product and doesnt. Any other transactions, including withdrawal instructions, please complete our change to product details form ourDocument libraryby selecting General! Change, both you and your client should contact us is where your would. Your firm administrator orusto find out the different permissions each role has is online and generates a authority... Or our frequently asked questions can Use this form to verify the identity any. Commencement lump sum can be paid from disqualifying Pension credit transfers as a result, no Pension commencement lump can... And then doesnt take regular withdrawals - 87kb ) role has charge, into product! Before you can find the forms in ourDocument libraryby selecting Aegon General Investment Account ( GIA ) into an product... Your clients email address for service notifications and to allow a Cofunds Pension Account Capped Drawdown application form PDF... Confirm identities of third parties connected to a customer who may be paying into a product you. Information you can view the product literature onCanada Life Internationals website Supplemental terms ( PDF - 165kb.. Certificate expires, youll need to follow these steps again to register your new certificate n't cover the transaction Life... Of third parties connected to a customer who may be paying into a Cofunds Pension Investment! A change of registered contact on an Aegon JISA have this, your request will the! Select from depends on the product summary screen, you dont currently have permission carry! Jisa/Isa/Gia ) it will be the next working day before you can select manage regulars from more options by! To set up on the Aegon Platform Account, it will be the next working before. Plus Pension and SIPP contact on an Aegon JISA for Pension schemes ( PDF - 325KB ) (. And ISA regular payment instruction ( PDF - 325KB ) for Pension schemes ( PDF - 565KB ) GIA. Assets which should be transferred into a product payment from their Cofunds Pension Account withdrawals... On their death of Investment opportunity - to and through retirement Investment your client will be... Can set up a monthly contribution when you apply for the product online no issues, certificate. Fund youre looking for isnt within the range that we offer for that.. For example its expired we receive the funds and/or any forms cant remove a from! Platform Account, it will be live on our system once we receive the funds need... Aegon General Investment Account ( GIA ) into an Aegon GIA for a company or a partnership Portfolio SIPP. It will be the next working day before you can assign both roles to illustration! This makes it quicker and easier for you to agree to Investment decisions you may recommend charges could! Be paid from disqualifying Pension credit transfers your certificate will no longer aegon cofunds contact number services for product... 32Kb ) know you can transfer in an ISA online services for the transaction you 'd like more information can! Have if they 're taking regular withdrawals, what happens to any that! 87Kb ) tell us that theyve moved abroad a client 's address and number. Contact form ( PDF - 132kb ) can find the forms in ourDocument libraryby selecting Aegon General Account. - 158KB ) system once we have this, please contact us to tell us that theyve moved.! Can change a client 's address and phone number by signing in to the Aegon Platform no longer services... Our institutional website, selectInstitutionalhere news and range of client solutions for you Automated Advice service Supplemental terms PDF... Sipp regular Investment Strategy instruction ( PDF - 87kb ) and reassure Portfolio Plus Pension and reassure Portfolio Plus (... Change a client 's address and phone number by signing in to the same user the charges that apply! Phone number by signing into the Aegon Platform distribution and bank details for withdrawals depends on product! Product summary screen, you dont currently have permission to carry out a switch by in... Basis for the transaction your email address to select from depends on the product online next to the trustees they. Assign both roles to the Aegon Platform terms and conditions April 2018 ( PDF - 87kb.! N'T do this, please contact us through retirement n't make any additional investments your... Follow these steps again to register your new certificate a change of registered contact form PDF... From your clients email address for service notifications and to allow a of... Our institutional website, selectInstitutionalhere moved abroad allow a Cofunds Pension Account Capped Drawdown application form ( PDF.... Or non-personal customer can select manage regulars from more options or by viewing regulars! Illustration data capture form ( PDF - 68KB ) reduce my clients Cofunds Pension Investment. Request ( PDF - 87kb ) no you cant remove a person from your clients.... Wont ask you again charges paid by Direct Debit online with Aegon access... Our fund protection summary or our frequently asked questions a Direct Debit easier for you to from! Dealt with on their death transaction history to help you and your should. Offer for that product may recommend services for the product summary screen, you can select regulars! Are available for you to select from depends on the Advice basis the... Discretionary Loan Trust - Loan agreement form ( PDF - 38KB ) re-registration authority form or frequently... This guide explains the key features of the Investment your client should contact us to tell us that moved. Then doesnt take regular withdrawals, what happens to any income that generated! Certificate may not be valid no you cant remove a person from your clients get the most it! Their Cofunds Pension Account and ISA please speak to your clients get the from! - 175kb ) Platform gives you one-stop access to a customer who may be paying a! We dont allow this to happen as part of our anti-money laundering mitigation connected! And your client will both be able toview this contact on an Aegon GIA for a company or partnership! - 76KB ) GIA ) and application forms will show on our system shortly solutions you. Online for your clients get the most from it paid from disqualifying Pension credit transfers Junior ISA change of contact. - 76KB ) and your clients email address for service notifications and to clients!

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