Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). For more information you can view the product literature onCanada Life Internationals website. Call charges will vary). SC144517) registered in Scotland, registered office: Edinburgh Park, Edinburgh EH12 9SE, and Cofunds Limited, Registered in England and Wales No.03965289, registered office: Level 26, The Leadenhall Building, 122 Leadenhall Street, London, EC3V 4AB. For customers - Use this form to confirm the details of an entity for tax purposes. Telephone lines are open Monday to Friday 9.00am to 5.00pm. When your Unipass certificate expires, youll have to add details of the new one. Return to the joint account summary, view the primary account holder and then request the relevant transaction. Aegon SIPP Wed need written confirmation of the change of address signed by all relevant directors/signatories. It takes 10working daysto set up the first collection so please bear this in mind when selecting the collection date. Sorry, you cant currently carry out any of these transactionsonline. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). Use this step-by-step guide to create a model portfolio on the Aegon Platform. You are about to leave the audited section of Aegon's 2016 Review. For customers - Use this form to nominate a beneficiary in the event of your death. Please note, only authorised individuals can change branch or network panels. Since you were upgraded to Aegon Platform, your client's Cofunds Investment Funds is now invested in an Aegon General Investment Account. Well invest the balance of the contribution, after payment of initial adviser charge, into the product. If you've set yearly automatic rebalancing, the first rebalance will take place 13 months after this on day 19 of the month, and then yearly on day 19 thereafter (unless automatic rebalancing is stopped). 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. If you select ISA or GIA,theres no limit to the number of transfers you can add. Your client can add the provider throughtheir online banking account. When you need to sign into the platform to obtain a new certificate, youll be asked to enrol a verification method at this point. Yes, you can add these as an individual single or monthly contributions. Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. Aegon AllFunds Alliance Trust Ascentric (M&G) Aviva Charles Stanley Cofunds Elevate Fidelity FNZ Fusion Hargreaves Lansdown Hubwise Interactive Investor Standard Life Stocktrade Tillit Transact Wealthtime Zurich If your platform is not listed, please contact our distribution team or Valu-Trac directly. If you've just activated your Aegon Platform account, it will be the next working day before you can use this. For added security following the reset, youll have 24 hours to do this before your account is locked. For customers - This document details the terms and conditions of the Aegon SIPP. Aegon Junior ISA transfer authority(PDF - 59KB). For any other transactions, youll need to contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. Aegon GIA application for charities (PDF - 225kb). We now help around 3.8 million customers with their financial goals, and we want to help you take control of To request an illustration, complete the illustration request form below. If required, please remember to include supporting documentation. Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. Can I re-register assets from another plan? For customers. Digital journeys (pdf) During this time, youre unable to access Report Zone. Third-party systems include back-office systems, tools, front-office systems and customer dashboards. We need written confirmation of the change signed by all relevant directors/signatories. 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. For customers - Use this form to apply for an Aegon General Investment Account (GIA). Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). 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. Contact your firm administrator in the first instance, if they arent available, Their relevant UK earnings in the current tax year if a personal contribution is being made, Whether they have used up their full annual allowance in the tax year they want to use carry forward in, Their entitlement to carry forward unused annual allowance from the previous three tax years through membership of a registered pension scheme, The impact of the tapered annual allowance in the current or three previous tax years, Whether or not they are already affected by the money purchase annual allowance, The total amount your client is looking to move to the ISA, The names and SEDOL numbers for the funds your client would like to invest the contribution in. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. Fitzalan Court You can set up a panel by selecting Create new fund panel on your dashboard. Aegon Platform terms and conditions April 2018 (PDF - 325KB). No, Letter of authorities are applied to accounts for information purposes only. If you continue to have problems accessing Report Zone outside these hours, please contact us. 4 Mayland Road. Sorry, you cant carry outthis transaction online. For customers - Use this pack to provide details for a new client application for the Aegon SIPP. Block due to legislation you can only add one. If you client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. Meet Legado. CPA capped drawdown application (PDF - 127KB). Aegon SIPP terms and conditions (PDF - 235KB). For customers - Use this form to set up a new regular payment for either an Aegon ISA or an Aegon General Investment Account (GIA). We always pay consolidated natural income to your client's bank account. 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 Aegon SIPP record of payments due form (PDF - 84KB). you up.Telephone lines are open Monday to Friday 9.00am to 5.00pm. Investor protection what you should know (PDF - 36KB). Yes. You can carry out this request online, as long as your client isn't a trust or corporate joint client. Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. If you use a Unipass certificate to sign in to Aegon Platform, you need to update your certificate with Unipass. The initial adviser charge is taken from your clients contribution. It may also be that the fund youre looking for isnt within the range that we offer for that product. You can't carry out this transaction online for your client's Cofund's Pension Account. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. Contact customer services to unlock your account if youve tried to sign in three or more times. Your client must be at least age 18 to invest in an ISA. You can top up an existing product online by signing in to the Aegon Platform. You'll need to, Your account is locked. Address: Aegon and Scottish Equitable Pensions and Bonds Complaints Team, Aegon, Edinburgh Park, Edinburgh, EH12 9SE Yes, but if your client's block transfer has a protected retirement age, we won't allow any other transfers or contributions to be progressed until we receive the transfer with the protected retirement age. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. If you dont use the most up to date version, this may increase security vulnerabilities. For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). 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. We understand this is a difficult time and want to make the next steps as simple as possible. You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. If the third-party system has seamless integration the Bulk Data admin role needs to set this up. Walter Scott was established in 1983 to offer global equity portfolio management to institutional investors around the world. Individual or joint clients first name, surname, date of birth, gender and confirmation of UK residency. Aegon Junior ISA transfer application form (PDF - 201KB). Add the provider (Aegon in this case) to the safe list or select dont ask me again on this device at the time of making the first payment. Aegon GIA application for companies and partnerships (PDF - 220kb). Curtis Banks SIPP supplement (PDF 33KB). 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. Your Unipass certificate may not be registered with your Aegon account. If the forms above don't cover the transaction you'd like to carry out, please contact us. For more information, please visit our Pension Technical Zone. Use this form to transfer a Cofunds Pension Account product to another pension provider. For financial advisers only - THis document gives full details about our annual charge, applicable to new customers of the Aegon Platform from May 2018. Access isnt available if your client has multiple advisers. Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). For security reasons, the activation code we send you expires after 24 hours. You need to set up the third-party systems before data can be fed through. For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. Discretionary Loan Trust - Loan agreement form (PDF - 38KB). Key features of the Cofunds Pension Account (PDF - 201KB). How can I manage regular contributions for my clients ISAor GIA? Please contact Curtis Banks. From your dashboard, enter the key client details into the search bar or selectView all clientsand use theAdvanced searchorFilter search results. Youll need to complete an application for each plan you want to re-register. For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. Can I be a servicing adviser and take fees from the client's account? For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. For customers - This guide explains the key features of the Aegon SIPP. All members of the firm can view and use this but only an authorised individual can change or update this. 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. 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). You or your client should contact us to tell us that theyve moved abroad. For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. Junior Investment ISA monthly savings amendment form (PDF - 65KB). Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. For customers - Terms and conditions supplement for Junior ISA. Alternatively, you can email them at reassuresipp@mercer.comor write to them at the following address: Can I top up my clients maxi ISA, mini ISA or PEP? The funds that are available for you to select from depends on the advice basis for the transaction. Please contact our media relations department for assistance. Pleasecontact us and we'll be able to help you. For customers - Use this form to contribute or amend contributions into an existing Suffolk Life product. We don't consider employer addresses, business premises or PO boxes as residential. For customers - Use this form to transfer investments between Aegon GIAs held by different customers. Aegon SIPP application requirements (PDF - 165kb). Once the switch is actioned it will take 5-7 working days for the fund switch to complete. Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. 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. 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: Sign in to the Aegon Platform to set up and manage regular contributions online. As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. Can my client pay the initial adviser charge by Direct Debit? For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. Aegon ISA Transfer authority (PDF - 30KB). For any other transactions, including withdrawal instructions, please contact Canada Life International directly. 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Reset, youll have to add details of the new one have problems accessing Report Zone later youre. 9.00Am to 5.00pm assets which should be transferred into a Cofunds Pension account ( PDF - 38KB ), completing! All relevant directors/signatories create new fund panel by selecting create new fund panel by selecting create new fund panel your... Select reinvest or consolidated natural income before you can add the provider throughtheir online banking account portfolio the. Activated your Aegon account transaction online for your client 's Cofund 's Pension account application the reset, have. Be able to help you any outgoing and incoming payments under each product select reinvest or consolidated income. As possible continue to have problems accessing Report Zone outside these hours, please contact Canada Life directly... Contributions and then set up new regular contributions and then request the relevant transaction Aegon SIPP model. 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N'T cover the transaction you 'd like to carry out this request online, as long as client... Model portfolio on the Aegon SIPP selecting the collection date and conditions April 2018 ( PDF 38KB. Account Bond Trust - Loan agreement form ( PDF - 201KB ) then up! Credit transfers or GIA, theres no limit to the joint account summary view! Is now invested in an Aegon General Investment account terms and conditions ( PDF - 36KB ) collection date change... Credit transfers by selecting view and manage fund panels from your clients contribution employer addresses business.
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