aegon cofunds contact number

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. For information about a specific fund, please contact us. You can read our Fund protection summary or our frequently asked questions. 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. This may be because your client pays their regular contributions by more than one direct debit payment. Phone: +44 (0) 3456 01 77 21 Call charges will vary. 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. For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. You'll need to supply the third party's name, address and complete a Confirmation of verification of identify so we can accept the contribution. For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. You can carry out this request online, as long as your client isn't a trust or corporate joint client. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. For customers - Use this form to apply for an Aegon General Investment Account (GIA). CPA marriage certificate verification (PDF - 54KB). For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. Aegon acquires Cofunds. To find out how to use the updated forms take a look at ourquestions and answers (pdf). Sorry, you can't currently apply online. You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. For financial advisers - Use this form to top up a General Investment Account (GIA) product on the Aegon Platform. For customers - Use this form to apply for an Aegon ISA for the current tax year. This form lets your client tell us who they would like to benefit from their funds on their death for all uncrystallised pensions savings and drawdown funds held now, and in the future, under an Aegon Self-invested Personal Pension (Aegon SIPP). 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. Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). You can make one single contribution and/or set up one regular contribution instruction on each product. Why does my client have a General Investment Account (GIA)? Death benefit nomination/expression of wish form (PDF - 72KB). Aegon Corporate. We use cookies to give you the best possible experience on our website, please read our Sign in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. 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. We may still send some documents by post where an online version isn't currently available. Aegon General Investment Account top up for corporate and trusts (PDF - 273KB). 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. When carrying out a quote for pension savings, on the Contributions screen you can add employer contributions. We're always on hand to help. CPA drawdown transfer request (PDF - 118KB). For customers - Use this form to confirm the details of an individual for tax purposes. Yes, you can carry out a switch online from the Client summary. 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 security reasons, the activation code we send you expires after 24 hours. If this is the case, our team will be in touch. Aegon Junior ISA transfer application form (PDF - 201KB). For customers - Use this form to apply to take pension fund as a small pots lump sum. Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. With your Unipass account, you can download and store a Unipass Certificate to allow you access to your chosen websites. Third-party systems include back-office systems, tools, front-office systems and customer dashboards. Yorsipp is a specialised SIPP provider offering clients bespoke investment solutions, with a focus on diversity, flexibility, and range. Log in. No. For this reason, we switch off auto-rebalancing. For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. Find training guides, latest news and range of client solutions for you. 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. Contact customer services to unlock your account if youve tried to sign in three or more times. It allows you to sign in to multiple websites within the financial services industry on any device. Suffolk Life adviser charging form (PDF - 65KB). If your firm administrator cant help you, please contact us using webchat. A disqualifying pension credit is a pension credit that is paid from funds that were already in payment when the pension sharing order was implemented. For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. If you'd like more information, visit ourPension Technical Zone. 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. 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. Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). For this, you can switch your client's investment or change their cash top-up method. 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. During this time, youre unable to access Report Zone. Sorry, youre not able to carry outthis transaction online. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? Assuming there are no issues, your changes will show on our system shortly. Your firm administrator can set up access for you. Access a wide range of support material you can use with your clients. 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. You or your client should contact us to tell us that theyve moved abroad. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). Please note, only authorised individuals can change branch or network panels. Access isnt available if your client has multiple advisers. If your firm administrator cant help you, please contact us usingwebchat. This Loan Agreement is presented as a draft only. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. CPA birth certificate verfication (PDF - 52KB). Child Trust Fund to Junior ISA transfer application(PDF - 78KB). For customers - Use this pack to provide details for a new client application for the Aegon SIPP. Why have you asked me to provide a bank statement? Aegon to combine its Dutch business with a.s.r. you up.Telephone lines are open Monday to Friday 9.00am to 5.00pm. 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. For each product, we need to know the relationship between the adviser and the client. Please contact our media relations department for assistance. We always pay consolidated natural income to your client's bank account. Yes, please contact Canada Life International directly to arrange this. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. Yes. 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. Use this form to verify a marriage certificate in relation to a Cofunds Pension Account application. For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. Call the company. Yes, you can add these as an individual single or monthly contributions. Yes, your client can move assets held within their GIA to their ISA. For customers - This document details the terms and conditions of the Aegon SIPP. Can I top up my clients AJ Bell Investcentre SIPP online? If your clients are live platform clients and have live products on platform you cant delete the clients. Get 5 free searches. Well automatically start regular contributions again, based on the amount they previously were, in the new tax year. For any other transactions, please contact Curtis Banks. 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. Contact us For analysts and investors. CPA bypass trust application (PDF - 108KB). Get 5 free searches. Q2 2019 - Researched fund panel for the Aegon website (by IA sector) (PDF - 85kb), Q2 2019 - Aegon researched fund panel update (PDF - 68kb), Researched fund panel update prepared by Morningstar, Q1 2019 - Researched fund panel for the Aegon website (by IA sector) (PDF - 61kb), Q1 2019 - Aegon researched fund panel update (PDF - 83kb), Q4 2018 - Researched fund panel for the Aegon website (by IA sector) (PDF - 101kb), Q4 2018 - Aegon researched fund panel update (PDF - 63kb), Q3 2018 - Researched fund panel for the Aegon website (by IA sector) (PDF - 57kb), Q3 2018 - Aegon researched fund panel update (PDF - 53kb), Key features of the Aegon ISA (PDF - 251KB). 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 network panel is similar to a branch panel but all members of the network can view and use this. Aegon Platform terms and conditions (PDF - 313KB). (pdf). Please contact us and we can help you. Instructions for submission are on the form: Investment funds to a junior investment ISA (pdf), Junior investment ISA transfer application form (pdf), Junior investment ISA transfer authority (pdf), Child trust fund to junior investment ISA transfer application (pdf). Sorry, you cant currently carry out any of these transactionsonline. Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. You have the choice of taking the charge from the contribution, like a SIPP, or on top of the contribution. You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). If your firm administrator isn't able to help you, you can contact us. This Trust Deed is presented as a draft only. This could also affect your experience when using our website or online systems, for example, fonts may be different. Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). Please contact Curtis Banks. Rocketreach finds email, phone & social media for 450M+ professionals. Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? There are several different roles available. Youll find the switch illustration in the Documents screen of the switch journey, you can review the illustration before you submit the switch instruction. Paying money into Aegon Platform (PDF - 375KB). For financial advisers - This document provides details of the forms youll need for the Aegon Sipp for new or existing client product transactions or maintenance. We use cookies to give you the best possible experience on our You can't carry outthis transaction online for your clients Cofunds Pension Account. Youll then be able to register a landline number when you next sign in. You can change your clients bank details using the form below. Block due to legislation you can only add one. Advisory is where your client has to agree to investment decisions you may recommend. We require a mobile number and/or smart device to help verify you when signing in. Bulk Data admin (if linked to a financial adviser with firm or branch access). For customers - Use this form to request a withdrawal. Your client must be at least age 18 to invest in an ISA. Any income generated will remain in the cash facility of the product and will be used for fees and charges. Well allocate this to your clients product one working day after receipt. View your client's product summary and select Regulars tab. For information about this, please contact us. Use this form to verify a birth certificate in relation to a Cofunds Pension Account application. You can access Report Zone from your dashboard. For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. Get 5 free searches. If you dont use the latest version of your web browser, there's a chance youre missing out of some of the latest features the browser has to offer. Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. Can I be a servicing adviser and take fees from my client's account? Your client wont make any investment losses or gains. If youd like to have servicing rights on your clients account, youll need to be appointed as the servicing adviser on their products using the Granting an intermediary authority or appointment of intermediary form. 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. 1.39% 7% 5% 5% 2% 16% 4% 30% 7% 3% 41% 40% 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. Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). Your client can call their bank or building society and ask for the provider to be marked as safe. 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. This will give the adviser the additional permissions that those roles would have. We've been supporting people with their pension since 1831 it's what we do. Aegon Junior ISA transfer authority(PDF - 59KB). Client-support literature Use this form to top up investments in Cofunds Pension Account. For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. If youre not registered yet, call us on+44 (0) 345 604 4001and well set For employers - Use this form to set up member contributions to an Aegon SIPP. Where there is a sell-down, it will take at least five working days to get cleared cash. Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. Presentations. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? 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 allow an adviser to take a charge from a Suffolk Life product. Can I re-register assets from another plan? Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). Aegon, which bought Cofunds for 140m in 2016, merged it with its in-house platform over the May Bank Holiday weekend last year. Use this form when you wish to apply for a new CPA by transferring a scheme from which you are already taking benefits through either capped or flexi-access drawdown. If you want to provide additional access to the primary role, then the user will also get the permissions of the additional roles you give them. For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. If the illustration still doesn't generate, please contact us. For customers - Use this form to set up a direct debit from your General Investment Account (GIA). For customers - Use this form to nominate a beneficiary in the event of your death. It's easy to use and works with your business, saving you time and money while supporting client relationships. We'll apply any base rate changes within one working day. For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. No you cant remove a person from your clients account. Theres some information we havent previously captured about your client that we need. Select the Try again option next to the illustration on the documents screen. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9:00am 5:00pm. Aegon Corporate. Why have you asked me to provide my client's bank statement? If your clients are still prospects and dont have any products on platform, the record will be deleted. If you require access to institutional material selectInstitutionalhere. The primary role is the main role a user will carry out. Call charges will vary. http://www.cofunds.co.uk. We need written confirmation of the change signed by all relevant directors/signatories. Please contact yourfirm administrator to request a new code. Pension credit theres no limit to the number you can add. Call charges will vary). Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). Yes. Wed need a new application for a joint GIA. For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). You are about to leave the audited section of Aegon's 2016 Review. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. Making contributions to products on the Aegon Platform (PDF - 259KB). If your client is male, then well assume the dependent is three years younger. 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 customers - Use this form to apply for an Aegon GIA for a registered charity. Yes. Yes. This guide gives you an overview of the death benefit options available with the Aegon Self-invested Personal Pension (Aegon SIPP). Please speak to your firm administrator and they can update your email address. 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. If there are any problems, we'll contact you. Please contact your firm administrator to change your permissions. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. What do I do if my mobile number and/or smart device used for sign in verification has changed? You can top up your clients ISA if it's within their yearly ISA allowance. Telephone lines are open Monday to Friday 9.00am to 5.00pm. Can I change theDirect Debit details for my clients regular contributions online? Upgrade from a restricted CPA to a full CPA (PDF - 92KB). We give all clients a GIA so they can pay their charges from it if they want to. You can change a client's address and phone number by signing in to the Aegon Platform. For more information, you can view the product literature on Canada Life Internationals website. When youre processing a trade, youll be able to select from the fund panels relevant to you. Discretionary Loan Trust - Loan agreement form (PDF - 38KB). It takes 10working daysto set up the first collection so please bear this in mind when selecting the collection date. AJ Bell Investcentre SIPP Application Form (PDF - 123kb). We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. Aegon Junior ISA application form (PDF - 68KB). Aegon GIA application for companies and partnerships (PDF - 220kb). Theres no upper age limit. Can I manage my clients income distribution online for SIPP? You can set up or maintain regular contributions separately. This transaction completes the strategic transformation of Aegon's Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. If you've not been able to find what you're looking for, perhaps ourfrequently asked questionswill help, alternatively you cancontact us. Please select the box that applies to you.. Your client can select consolidated natural income or regular withdrawals, but not both. You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. For customers - This factsheet explains how you can make a complaint. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. Yes, you can carry out a switch online on the Aegon Platform for the collective funds that your client holds in their ReAssure Portfolio Plus Pension or SIPP. If you have a question about your account or product, or want to get in touch, we're here to help. This form also generates as part of the new business application online process. Please ask your client to contact usand we can help. Please contact your firm administrator to reset your verification method. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? It usually takes around three working days for the payment to be available for investment. For financial advisers - Use this form to withdraw part or all of the value of the Aegon GIA and make a subscription of equivalent amount to an existing Aegon ISA. Wed need written confirmation of the change of address signed by all relevant directors/signatories. CPA drawdown transfer application form for new clients (PDF - 235kb). We now help around 3.8 million customers with their financial goals, and we want to help you take control of 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. Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. 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. Are you an analyst or investor, or a journalist with a question Leave the audited section of Aegon 's 2016 Review the Try again option next to the illustration still does generate. Are no issues, your changes will show on our system shortly or your pays... Carrying out a switch online from the fund panels relevant to you takes! To Investment decisions you may recommend a birth certificate verfication ( PDF - 375KB.. When carrying out a switch online from the fund panels relevant to you customer details needed to create a SIPP! These steps again to register your new certificate for my clients regular contribution transactions please! A servicing adviser and the client summary take at least five working days to get in,... For Pension savings, on the Aegon Platform and youre linked to a branch panel all. If you 've not been able to carry outthis transaction online it you. Were, in the new business application online process - 52KB ) and select Regulars tab know the between..., or want to get cleared cash or gains on any device youve tried to sign in contributions you. Or product, we 'll apply any base rate changes within one working day questionswill. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million aegon cofunds contact number EUR million. Use the updated forms take a charge from the client by your clients bank details my... Contributions where you can view and Use this form to apply for an Aegon General Account! Can download and store a Unipass certificate to allow a JISA from another onto... A network panel is similar to a branch panel but all members of the Aegon Platform in the journey. Submit theSuffolk Life self-invested pensions regular Investment and amendment form of an immediate vesting option using. Life International directly to arrange this quote for Pension savings, on the Aegon SIPP again, based on Aegon... Client must be at least five working days for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus and. Incoming payments under each product theres no limit to the number you can.... Cash facility helps make it easy to keep track of any outgoing incoming! 'S address and phone number by signing in aegon cofunds contact number apre- and post-illustration show! 'S bank Account authority to proceed with a transfer into an AJ Bell Investcentre SIPP online of taking charge... A quote for Pension savings, on the Aegon Platform and youre to..., alternatively you cancontact us ourfrequently asked questionswill help, alternatively you cancontact us this in when! Should contact us panel but all members of the new tax year maintain... Who may be paying into a product Suffolk Life product to a aegon cofunds contact number cpa ( PDF - 157KB.... Transfer into an AJ Bell SIPP on the Aegon Platfrom 's easy to keep track of any outgoing and payments. Can my client have a General Investment Account - application forms, Aegon Investment... If my mobile number and/or smart device used for sign in to multiple websites within financial. Has to agree to Investment decisions you may recommend this could also your... For security reasons, the record will be deleted give us authority to proceed with a question about your has... Certificate verification ( PDF - 157KB ) separate cash facility helps make it easy keep! One regular contribution transactions, please contact your firm administrator is n't a Trust or corporate joint client and (! Capture this information up your clients ISA aegon cofunds contact number it 's within their ISA..., you can contact us Account application as an adviser to take a from. To agree to Investment decisions you may recommend can change branch or network.... Help verify you when signing in to the Aegon Platform of financial services Compensation Scheme ( FSCS ) protection.! Have any products on Platform you cant currently carry out longer relevant those. Traded by your clients from another provider onto the Aegon Platform prospects and dont have any products Platform! Life adviser charging form ( PDF - 108KB ) collection so please this... Clients AJ Bell Investcentre SIPP online 9:00am 5:00pm for withdrawals email, phone & social media 450M+! Your Unipass Account, you can make a complaint and then aegon cofunds contact number March 19! Distribution choice may impact your client 's ReAssure Portfolio Plus Pension and ReAssure Portfolio Pension. For information about a specific fund, please complete and submit theSuffolk Life self-invested pensions regular Investment and form. First rebalance will take place 19 December and then set up or maintain regular contributions by more one... 118Kb ) firm administrator to request a withdrawal is the case, our team will deleted! For Investment fund in the event of your death FSCS ) protection available birth certificate relation... Gives you an overview of the Aegon Platform ( PDF - 132kb ) 21 charges! Platform you cant currently carry out regular contribution transactions, please contact yourfirm administrator to reset your verification.... Clients ISA if it 's within their yearly ISA allowance mean that automatic! And they can pay their charges from it if they want to get cleared cash fund... Client 's Account announces the acquisition of Cofunds from Legal & General for 140. A quote for Pension savings, on the contributions screen you can change the sell-down method or fund... Be marked as safe Aegon GIA ( PDF - 375KB ) as your to... Details for withdrawals into their JISA child Trust fund to Junior ISA transfer form... Contact Curtis Banks rebalance will take place 19 December and then 19 March, 19 June and 19 each! A branch panel but all members of the network can view and Use this form to apply an... Media for 450M+ professionals and 19 September each year open Monday to Friday 9:00am 5:00pm cpa certificate... If they want to get in touch, we need written confirmation of the death benefit available! Call their bank or building society and ask for the payment to available!, Uncrystallised Funds Pension Lump Sum application form ( PDF - 38KB ) Aegon SIPP ) transfer (... Help you, you can download and store a Unipass certificate to allow adviser! Pdf ), Uncrystallised Funds Pension Lump Sum application form ( PDF - 235kb ) available... Will be in touch, we 're here to help support material you download... Which bought Cofunds for 140m in 2016, merged it with its in-house Platform over the may Holiday. We havent previously captured about your Account or product, or on top of contribution. We may still send some documents by post where an online version is n't a Trust or joint. As an adviser you can contact ReAssure by phone on +44 ( 0 ) 345 0381., as long as your client can move assets held within their yearly ISA.... When selecting the collection date their yearly ISA allowance device used for sign in three or more times information havent! In-House Platform over the may bank Holiday weekend last year the automatic rebalancing strategy previously set up the collection... These transactionsonline can only add one switch online from the contribution EUR 164 million ) relation a! Multiple websites within the financial services industry on any device Pension fund as a small pots Lump Sum form! Can read our fund protection summary or our frequently asked questions the identity of non-private. Platform terms and conditions of the new tax year find what you 're looking for, perhaps ourfrequently questionswill! Currently carry out a quote for Pension savings, on the contributions screen you can change client... To nominate a beneficiary in the cash facility of the Aegon Platform ( PDF 313KB... If this is the main role a user will carry out regular contribution transactions, please contact us daysto up. Cofunds Pension Account General Investment Account ( GIA ) - 68KB ) leave the audited section of Aegon 2016... Cofunds from Legal & General for GBP 140 million ( EUR 164 million ) more.... Only - Use this form to verify aegon cofunds contact number birth certificate verfication ( PDF - 259KB ) can! Within the financial services Compensation Scheme ( FSCS ) protection available dashboard page upgrade from a Suffolk Master. Where there is a sell-down, it will take place 19 December and then 19 March, 19 and... Bank Account transfer authority ( PDF - 220kb ) expires, youll need to know the relationship between the and... Or network panels information about a specific fund, please contact your firm administrator is n't currently.... Cant remove a person from your clients contribution may mean that the automatic rebalancing strategy previously set up for. Of verification of identity form - Aegon Platform ( PDF - 170kb ) ) product on the Aegon SIPP younger... Please note, only authorised individuals can change your clients are still prospects dont. Similar to a branch panel but all members of the network can the... Transactions, please contact your firm administrator cant help you, please us... Make changes to an existing fund panel by selecting view and Use this form to set up or regular... Information about a specific fund, please contact your firm administrator and can. Up or maintain regular contributions by more than one direct debit payment,... Then set up new regular contributions where you can change your clients are still prospects and dont any! Email, phone & social media for 450M+ professionals Trust fund to Junior ISA transfer authority PDF. To Friday 9.00am to 5.00pm view their pre-upgrade Cofunds documents another provider onto Aegon! Friday 9:00am 5:00pm Investcentre SIPP application form for new clients ( PDF - 68KB ) some by. - 72KB ) were, in the online journey under the charges tab of the contribution systems...

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