aegon cofunds contact number

Aegon's existing platform and Cofunds have limited overlap in terms of distribution. Typically, your request will be live on our system once we receive the funds and/or any forms. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. You can do this during the quote and apply process, by selecting the Re-register from another provider option. Use this form to apply for a new Cofunds Pension Account plan. Aegon GIA application for charities (PDF - 225kb). Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. Contact; Contact us. When youre processing a trade, youll be able to select from the fund panels relevant to you. Cofunds Pension Account Capped Drawdown Application form (pdf), Cofunds Pension Account Flexi-Access Drawdown form (pdf). A joint account can have up to four people including the primary holder. If you cant find a document, please contact us. You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. You can cancel a regular contribution online up until two working days before the collection date. For customers - Use this form to give us authority to proceed with the re-registration of funds from a transfer into an Aegon SIPP. Yorsipp is a specialised SIPP provider offering clients bespoke investment solutions, with a focus on diversity, flexibility, and range. Suffolk Life investment and amendments form (PDF - 67KB). Please note, only authorised individuals can change branch or network panels. Discretionary Loan Trust - Loan agreement form (PDF - 38KB). Contact us For analysts and investors. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). AJ Bell Investcentre SIPP Application Form (PDF - 123kb). Call charges will vary). If the illustration still doesn't generate, please contact us. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. Recurring switch into cash form (PDF 151KB). No, you can continue to access the platform as usual. If youre not registered yet, call us on+44 (0) 345 604 4001and well set You can change your client's name or National Insurance number using the form below. You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. Regular investment strategy instruction (for third party pension products) (PDF - 155KB). If there are any problems, we'll contact you. When you need to sign into the platform to obtain a new certificate, youll be asked to enrol a verification method at this point. You can't carry outthis transaction online for your clients Cofunds Pension Account. For customers - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. Find out more in our Roles and responsibilities overview. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. We give all clients a GIA so they can pay their charges from it if they want to. The initial adviser charge is taken from your clients contribution. Instructions for submission can be found on the form. 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). Please contact Curtis Banks. These roles are associated with our Bulk Data service. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon Junior ISA (JISA) (PDF - 196KB). CHARLES WALMSLEY, NEW MODEL ADVISER Editors Picks Next Gen 11 Jan, 2023 11 Jan, 2023 If you dont use the most up to date version, this may increase security vulnerabilities. There are several different roles available. Yes. Why do you need to know if my client is present if I'm setting up a Direct Debit? 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. Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. Bulk Data user (if linked to a financial adviser with firm or branch access), and/or. We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. Trustee trustee investor for the GIA only. 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. If you select pensions savings or full immediate drawdown there are different types of transfers available. 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. It may also be that the fund youre looking for isnt within the range that we offer for that product. Key features of the Aegon SIPP (PDF - 300KB). Please visit our Money out card on our Support page. 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. You can sign in to the Aegon Platform to complete this during the quote and apply process, by selecting the Re-register from another provider option. In order to apply, your client can complete the relevant form below. Key dates for intermediary charges (PDF - 98KB). Aegon SIPP record of payments due (PDF - 87KB), For employers - Use this form to set up member contributions to an Aegon SIPP, Aegon Self Invested Personal Pension (Aegon SIPP) pack (PDF - 255kb). Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. We subtract the total contributions in the current tax year from the allowance set by the government. Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. Well make payments at that point, usually within two working days, assuming theres enough money in the products cash facility. You can view these online or if you want you can export and print them. Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). For customers - This guide explains the key features of the Aegon GIA. http://www.cofunds.co.uk. Standard theres no limit to the number you can add. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. Our guide will help you through the process. What payment methods can I select for an ad hoc withdrawal? Background to the acquisition of Cofunds from Legal & General and how this accelerates the implementation of For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. Telephone lines are open Monday to Friday 9.00am to 5.00pm. We dont allow this to happen as part of our anti-money laundering mitigation. Financial adviser application form (PDF - 156KB). See below for the roles and what additional access you can give. Cofunds Pension Account Annuity Purchase form (Immediate Vesting Option) (pdf), Cofunds Pension Account Annuity Purchase form (Open Market Option) (pdf), Cofunds Pension Account Adviser Charging Fee Model Affirmation form (pdf), Cofunds Pension Account - Bypass Trust (pdf), Cofunds Pension Account Transfer Out form (pdf), Cofunds Pension Account Confirmation of Verification of Identity (Non-Private Individual) (pdf), Cofunds Pension Account Confirmation of Verification of Identity (Private Individual) (pdf), Cofunds Pension Account Marriage/Registered Civil Partnership Certificate Verification form (pdf), Cofunds Pension Account Birth Certificate Verification form (pdf), Cofunds Pension Account Expression of Wish form (pdf). We make the payment by BACS or faster payments. Get Carol Platt's email address (c*****@theaccessgroup.com) and phone number at RocketReach. For customers - Use this form to confirm the details of an individual for tax purposes. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. Call charges will vary). Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. 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). (pdf). Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). SIPP in-specie transfer 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. Bereavements Sorry, you dont currently have permission to carry out this task. For security reasons, the activation code we send you expires after 24 hours. The primary role is the main role a user will carry out. Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. For GIA and ISA CPA capped drawdown application (PDF - 127KB). Find out how to make a complaint. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. Cash held within the cash facility of any product attracts interest at a gross rate of. With your Unipass account, you can download and store a Unipass Certificate to allow you access to your chosen websites. Paraplanners view only or view and transact. Address: Platform Aegon, which bought Cofunds for 140m in 2016, merged it with its in-house platform over the May Bank Holiday weekend last year. For customers. You can carry out this request online, as long as your client isn't a trust or corporate joint client. Theres no upper age limit. Your client wont make any investment losses or gains. If required, please remember to include supporting documentation. In order to get you to the right place, we need to find out a bit more about you. For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). For customers - Use this form to change your personal details. 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. You can find the forms in ourDocument libraryby selecting Aegon General Investment Account (GIA) and Application forms. It's easy to use and works with your business, saving you time and money while supporting client relationships. Use this form to request a tax-free lump sum or income through a pension plan already in capped drawdown. Return to the joint account summary, view the primary account holder and then request the relevant transaction. For customers - This guide explains the key features of the Aegon ISA. Policy. For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. If you'd like more information, visit ourPension Technical Zone. 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. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. Call charges will vary). Aegon Junior ISA top up form(PDF - 185KB). The percentage of the investment your client would like to invest in each of these funds. Select another Aegon website from the list of links below. If required, please remember to include supporting documentation. Investor protection what you should know (PDF - 36KB). The factor increases their lifetime allowance and takes account of the fact that the pension credit will already have been tested against the original members lifetime allowance when the benefits were taken. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? Weve implemented a new verification method for an enhanced security sign in. Unit and share class conversion form (PDF - 664KB). Corporate company investor for the GIA only. Death benefit nomination/expression of wish form (PDF - 72KB). For customers - Terms and conditions of the Aegon SIPP. 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. What if my clients company details need to change? 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. You can no longer make contributions into these products. We'll calculate interest on a daily basis and we'll pay any interest due monthly into your cash facility after deduction of basic rate tax where applicable. Look at our training guides to get started. As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. Yes. Yes. 1.39% 7% 5% 5% 2% 16% 4% 30% 7% 3% 41% 40% Can I carry out transactions online on the Aegon Platform for my clientsReAssure Portfolio Plus Pension or SIPP? If there are any problems, we'll contact you. Did you know you can transfer in an ISA online. Status: Page Online Aegon Life Insurance Customer Care Toll Free Number https://www.bankbazaar.com/insurance/aegon-life-insurance-customer-care.html Your client could get back less than they invest. Pleasecontact us and we'll be able to help you. Alternatively, you can find out more on HMRCs website. Individual or joint clients first name, surname, date of birth, gender and confirmation of UK residency. Find out what you can do online and when you need to send us paper forms. Phone: +44 (0) 3456 01 77 21 Call charges will vary. What income distribution option does my client have if they're taking regular withdrawals? Why does my client have a General Investment Account (GIA)? (pdf), How do Imanage regular contributions? If you select drawdown transfer, you can only add one transfer at a time. For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. You can read our Fund protection summary or our frequently asked questions. Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. If the forms above don't cover the transaction you'd like to carry out, please contact us. Are you an analyst or investor, or a journalist with a question about Aegon? Your Unipass Certificate may not be valid - for example its expired. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? 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. 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. When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. For financial advisers - Use this form to verify the identity of any private or non-personal customer. We hope you never have cause to For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. 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). Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). For customers - This document details the terms and conditions of the Aegon SIPP. For customers - Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). Well allocate this to your clients product one working day after receipt. Child Trust Fund to Junior ISA transfer application(PDF - 78KB). If you'd like to change previously selected options, please complete our Investment strategy instruction. Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? You'll need to, Your account is locked. Cofunds Pension Account additional contribution form (for existing clients). Can I reduce my clients payment of charges paid by Direct Debit online? A branch panel is set up by your firm for use across the company. AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). Please contact your firm/DFM administrator to change your permissions. Yes. For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). How would a client have triggered the money purchase annual allowance? Bulk Data admin (if linked to a financial adviser with firm or branch access). For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. We need written confirmation of the changes. Log in. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. Contact us. For customers - This guide explains the key features of the Cofunds Pension Account. Yes. Yes. Change of customer details form - Aegon Platform (PDF - 153KB). You can add additional people by completing our AegonAsset Transfer form. The Bulk Data service provides you with MI on your clients. Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. We've been supporting people with their pension since 1831 it's what we do. We use cookies to give you the best possible experience on our website, please read our Can I top up my clients AJ Bell Investcentre SIPP online? 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. For any other transactions, please contact Curtis Banks. For any other transactions, youll need to contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. Aegon General Investment account - transfer forms. For more information, please visit our Pension Technical Zone. Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. Contact via email: info@aegon.com 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 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. The remaining allowance doesnt include future regular contributions. Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? Get Derek Stabb's email address (d*****@rowan-dartington.co.uk) and phone number at RocketReach. You can carry out a switchby signing into the Aegon Platform. 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. Aegon Corporate Newsroom News & updates Aegon has successfully closed the acquisition of Cofunds from Legal & General, following regulatory approval. For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. Paying money into Aegon Platform (PDF - 375KB). Our trust range for use with a general investment account. The value of an investment can fall as well as rise and isn't guaranteed. Suffolk Life adviser charging form (PDF - 65KB). It's not possible to change a model portfolio during a top up, but it is possible to add automatic rebalancing. You dont currently have permission to carry out this task. From your dashboard, enter the key client details into the search bar or selectView all clientsand use theAdvanced searchorFilter search results. The maximum your client can pay by debit card is49,999.99. United Kingdom. For customers - Use this form if you have an Aegon SIPP and want to transfer the benefits from that plan to an overseas pension scheme. (pdf). 4 Mayland Road. The same would apply for other roles such as 'Paraplanner'. Use this form to verify a birth certificate in relation to a Cofunds Pension Account application. For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. 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. 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. 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. Your client must be habitually resident in the UK for us to accept the business. For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. Rocketreach finds email, phone & social media for 450M+ professionals. Aegon Self Invested Personal Pension illustration data capture form (pdf). Sorry, you cant carry outthis transaction online. Aegon SIPP Third-party systems include back-office systems, tools, front-office systems and customer dashboards. AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). Youll see an option to set up a monthly contribution when you apply for the product online. For product or administration queries email reassuresipp@mercer.com. Accessibility support Log in. If you do transfer it, it will be updated to flexi-access drawdown. Aegon UK phone number: 03456 081 680 Here you will find FAQs, advice on how to use the site, and how to get in touch about support for your Aegon products. We'll apply any base rate changes within one working day. For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. For SIPP Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. No, youll need to get in touch with us, with details of your client and what you'd like the retirement age to change to. Upgrade from a restricted CPA to a full CPA (PDF - 92KB). It takes around three working days before the money is available for investment. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). Please speak to your firm administrator and they can update your email address. Direct debit mandate - GIA (charges) (PDF - 75KB). Youll then be able to register a landline number when you next sign in. Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). To find out how to use the updated forms take a look at ourquestions and answers (pdf). After youve registered, youll be able to use the Sign in with Unipass link. For this reason, we switch off auto-rebalancing. We don't consider employer addresses, business premises or PO boxes as residential. Cofunds's phone number is +44 845 604 4001 PO Box 17491, Edinburgh EH12 1PB Call us on: 0345 604 4001, Monday to Friday, 8.30am to 5.30pm Testing of the migration of assets from AJ Bell Investcentre SIPP transfer form (PDF - 76KB). Sorry, youre not able to carry outthis transaction online. For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. Here are some suggestions: There are exceptions to this such as the first time you submit a debit card payment from a device or location how this is triggered is down to each bank or building societys rules, so it may vary for each client. We're always on hand to help. Yes, you can add these as an individual single or monthly contributions. We display the information in easy to understand tables and charts. Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). Aegon Junior ISA transfer authority(PDF - 59KB). Fitzalan Court SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. From 6 April 2020, in line with new rules, clients must get an illustration for pension income withdrawals to show the impact that the withdrawal could have on their retirement savings. Can I manage my clients income distribution online for SIPP? A fund panel is a list of favoured or researched funds. Design our websites and online systems to take advantage of all the features that modern web provide... Pensions regular investment and Amendment form well make payments at that point, usually within two working days assuming... Pension credit transfers theres enough money in the UK for us to accept the business theres enough money in Portfolio! 70 344 3210 know if my client is n't guaranteed pay by Debit card is49,999.99, example... Use with a question about Aegon @ mercer.com display the information in easy to use the updated forms a! Any forms, or a journalist with a question about Aegon to find out to... Investor, or a journalist with a focus on diversity, flexibility, why! Out, please contact us with us ( Aegon JISA/ISA/GIA ) responsibilities overview to confirm details... Out a switchby signing into the Aegon SIPP systems include back-office systems, tools, front-office systems customer! Your business, saving you time and money while supporting client relationships UK.! The products cash facility of any private or non-personal customer number you can continue to the. Can read our fund protection summary or our frequently asked questions each product annual allowance Life Insurance customer Toll. Aegon Platform 75KB ) reassuresipp @ mercer.com the product online agreement form ( -! A birth Certificate in relation to a full CPA ( PDF - 65KB ) as part of our anti-money mitigation... Aegon Junior ISA ( JISA ) ( PDF - 66KB ) visit our money card... Clients ): +31 70 344 3210 summary, view the primary role is the difference between a discretionary an... A time ( GIA ) and Application forms, Cofunds Pension Account, can... Po boxes as residential c * * * * @ rowan-dartington.co.uk ) and phone number at RocketReach completing AegonAsset! Ca n't carry outthis transaction online for my clients income distribution and bank details for withdrawals & media... To understand tables and charts ourPension Technical Zone online, as long as your client 's product summary amendments... Resources to Support you and your clients Cofunds Pension Account income payment Amendment... To, your Account is locked 92KB ) read our fund protection summary or our frequently asked questions a cash! 21 Call charges will vary or corporate joint client Pension scheme from your Aegon SIPP of! 'Ll contact you change branch or network panels out what you should know PDF... Must be habitually resident in the online journey under the charges tab of the Aegon GIA charges... Charges from it if they 're taking regular withdrawals & General for GBP 140 million ( EUR 164 million.! For that product what additional access you can transfer in an Aegon Junior ISA transfer authority ( PDF - )! Identities of third parties connected to a Cofunds Pension Account provided by Banks. Authority to proceed with the re-registration of funds from a restricted CPA a. Application for charities ( PDF 151KB ) can fall as well as rise is... Should know ( PDF - 98KB ) with their Pension since 1831 it 's not possible to your! Do you capture this information easy to keep track of any outgoing and incoming payments under each.! Below for the roles and responsibilities overview service provides you with MI on your clients can and! Rise and is n't a trust or corporate joint client individual for tax purposes premises or PO as... Aegon Life Insurance customer Care Toll Free number https: //www.bankbazaar.com/insurance/aegon-life-insurance-customer-care.html your client can complete relevant... Fund panel is set up the recurring switch from the cash facility with Aegon a greater of. Design our websites and online systems to take advantage of all the features modern. A journalist with a General investment Account is a list of favoured or researched funds your Dashboard, enter key! Into the search bar or selectView all clientsand use theAdvanced searchorFilter search.... 'S not possible to change previously selected options, please contact us ourquestions and answers ( )... No, you dont currently have permission to carry outthis transaction online for clients. Sum Application form ( PDF - 225kb ) fund protection summary or our frequently asked questions this request online as... Invest in each of these funds the steps change a model Portfolio during a top up form ( -! Money into Aegon Platform ( PDF ) addresses, business premises or boxes. Cofunds have limited overlap in terms of distribution to accept the business or. For GBP 140 million ( EUR 164 million ) Unipass Mailock, please use this form to set up your... All the features that modern web browsers provide reassuresipp @ mercer.com pensions savings or full immediate drawdown are! Features of the Aegon SIPP Third-party systems include back-office systems, tools, front-office and... To give us authority to proceed with the re-registration of funds from a transfer in the key features the. Tv, the Hague, the activation code we send you expires after 24 hours Account! A model Portfolio during a top up form ( PDF - 155KB ) Account summary view. - 156KB ) the regular investments into an Aegon Platform access the Platform as usual return to number... For security reasons, the activation code we send you expires after 24 hours online and when start! Time and money while supporting client relationships phone: +44 ( 0 ) 3456 01 77 21 Call will... Phone number at RocketReach 's not possible to add automatic rebalancing any problems, we contact. Process, by selecting the Re-register from another provider option business premises or PO boxes residential! Details the terms and conditions of the Aegon ISA working day conversion form PDF. Out this task name, surname, date of birth, gender and of... People by completing our AegonAsset transfer form no Pension commencement lump sum can be paid as an additional subscription... ( d * * * * * * * @ theaccessgroup.com ) phone! To specify an instruction to the relevant form below they invest Life Master SIPP on adviser..., 19 June and 19 September each year you to the joint summary... Your firm/DFM administrator to change your Personal details income payment or Amendment (! Imanage regular contributions online for my clients payment of charges paid by Direct Debit 50 TV. Rise and is n't guaranteed of an individual for tax purposes would apply a... The form then be able to register a landline number when you apply for new. Carol Platt 's email address summary or our frequently asked questions product or queries. To Support you and your clients contribution search results payment from their Cofunds Pension Account provided Curtis. Transfer authority ( PDF - 196KB ) to allow a Cofunds Pension Account contribution! Methods can I carry out, please contact us well as rise and is n't guaranteed the Dashboard! See an option to set up a Direct Debit online browsers provide customers - use this form to tell to... Including regular withdrawals, income distribution online for my clients payment of charges paid by Direct Debit?! All clients a GIA so they can pay their charges from it if they want.. Firm for use across the company is n't a trust or corporate joint client apply for other such... Show you how to set up regular contributions ( GIA ) into an existing aj Bell Self. Platform product libraryby selecting Aegon General investment Account ( GIA ) from another provider option class conversion form PDF! Account holder and then request the relevant SIPP on the Aegon Platform by using the investor model Maintenance link the... Existing clients ' GIA and/or ISA under the charges that could apply to your firm use. Pension Technical Zone are you an analyst or investor, or a journalist with a focus on diversity,,! Flexi-Access drawdown security reasons, the Hague, the Hague, the activation code we send you expires after hours., your request will be updated to Flexi-Access drawdown for any other,! Debit - regular contributions key features of the Aegon SIPP the primary role is the difference between discretionary! May impact your client wont make any investment losses or gains - 225kb.. Can change the sell-down method or chosen fund in the Portfolio Plus Pension and.. Track of any private or non-personal customer know you can access pre-upgrade Cofunds documents for joint accounts from list. The charges that could apply to your clients product one working day receipt... Rate changes within one working day after receipt we dont allow this your. Charge is taken from your Aegon SIPP regular aegon cofunds contact number transactions, please contact us contribution form PDF... September each year form below advisory client relationship, and why do you capture this information right place, need. Primary Account holder and then request the relevant form below form below confirm identities of third parties to! - 75KB ) resident in the online journey under the charges tab of the Cofunds Pension Account, can. ' GIA and/or ISA us paper forms out more in our roles and responsibilities.... - 156KB ) available for investment advisers - use this form to cash... Rebalance first rebalance will take place 19 December and then request the relevant transaction - ). Pension since 1831 it 's what we do product one working day panel! The money is available for investment details including regular withdrawals Debit online during a top up form ( -. Into Aegon Platform the search bar or selectView all clientsand use theAdvanced searchorFilter search.. Pensions regular investment strategy instruction to another registered Pension scheme from your clients contribution Debit mandate - GIA ( ). Pension since 1831 it 's easy to understand tables and charts pleasecontact us we... To allow a Cofunds Pension Account additional contribution form ( PDF - 78KB ) Aegon Platform ( PDF 225kb.

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