If your company has For more information, you can view the product literature on Canada Life Internationals website. If you do transfer it, it will be updated to flexi-access drawdown. 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. 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 so we can make sure that were making payment to the correct account. We don't consider employer addresses, business premises or PO boxes as residential. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? Can I carry out drawdown transactions online for my clients Cofunds Pension Account? 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. You can enter an amount above the annual allowance when adding contributions, however, you need to consider your client's individual circumstances including: If you'd like more information, visit our Technical Zone. We use your clients email address for service notifications and to allow clients to manage their accounts. GIA and ISA in-specie transfer If you've set quarterly automatic rebalancing, the first rebalance will take place four months after that on day 19 of the month, and then quarterly on day 19 of the month thereafter (unless automatic rebalancing is stopped). For customers - Use this form to set up a direct debit. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). Youll find the switch illustration in the Documents screen of the switch journey, you can review the illustration before you submit the switch instruction. To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). Recurring switch from cash instruction (PDF - 160KB). 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: 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. It's not possible to change a model portfolio during a top up, but it is possible to add automatic rebalancing. Call charges will vary). Get 5 free searches. You cant make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. The email address on your Unipass Certificate isnt the same as the email address you use to sign in to your Aegon Dashboard. Our platform gives you one-stop access to a universe of investment opportunity - to and through retirement. Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. Call charges will vary. What if my clients company details need to change? Can I manage my clients income distribution online for SIPP? You can carry out a switch online for the collective funds invested in your clients ReAssure pension that are held on the Aegon Platform. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. Sign in to the Aegon Platform to manage model portfolios. Estimated processing times (pdf). Weve included a summary of the changes below: To find out more information about the changes weve made, including the key differences, take a look at our guide Aegon Platform improved transaction history (pdf). For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. Some 2,500 people work 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. Both are Aegon companies. You wont be able to retrieve this. Well make payments at that point, usually within two working days, assuming theres enough money in the products cash facility. General. If this is the case, our team will be in touch. Contact via email: [email protected] Contact via phone: +31 70 344 3210. We aim to support older versions of browsers but updating to the latest version will give you the best experience. Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. The value of an investment can fall as well as rise and isn't guaranteed. 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). If your clients are still prospects and dont have any products on platform, the record will be deleted. If your client's bank details have changed and they want to update where theDirect Debit is taken from, they can contact usto update their bank details. Use this form to request a tax-free lump sum or income through a pension plan already in capped drawdown. If your client's bank does participate in this scheme, your client will be prompted to enter further verification information. Your client can pay charges from their nominated GIA for: Yes. 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. Log in. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. Alternatively, you can email them at reassuresipp@mercer.com or write to them at the following address: Can I top up my clients ISA or GIA by re-registering assets from another provider? For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. And by bringing savings together, your clients could benefit from lower charges and take control of theirinvestments in one place. Can my client pay the initial adviser charge by Direct Debit? Can my client pay charges from theirAegon General Investment Account (GIA)? Yes. You can carry out this request online, as long as your client isn't a trust or corporate joint client. If you dont use the most up to date version, this may increase security vulnerabilities. Curtis Banks SIPP supplement (PDF 33KB). Our guide will help you through the process. Can I change theDirect Debit details for my clients regular contributions online? AJ Bell Investcentre SIPP Investments Application (pdf), AJ Bell Investcentre SIPP Investments Transfer Application (pdf). Well allocate this to your clients product one working day after receipt. For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). The agreement to acquire You can change your client's name or National Insurance number using the form below. You can top up an existing product online by signing in to the Aegon Platform. Youll then be able to register a new number and/or smart device when you next sign in. Aegon General Investment Account application form (PDF - 680KB). We hope you never have cause to For customers - Use this form to set up a new regular payment for either an Aegon ISA or an Aegon General Investment Account (GIA). For customers - Terms and conditions supplement for MoneySuperMarket customers, AJ Bell Investcentre SIPP supplement (PDF - 33KB). For customers - Use this form to apply for an Aegon GIA for a registered charity. Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. Report Zone is a separate reporting website, accessed from your dashboard. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. Key features of the Cofunds Pension Account (PDF - 201KB). After youve registered, youll be able to use the Sign in with Unipass link. You can select a collection date betweenday 1 and day 28 of each month. Please make sure all relevant directors/signatories sign the request. Cash held within the cash facility of any product attracts interest at a gross rate of. Please have the following information ready: No. Paying money into Aegon Platform (PDF - 375KB). You can't carry out this transaction online for your client's Cofund's Pension Account. Select the Try again option next to the illustration on the documents screen. We need written confirmation of the change signed by all relevant directors/signatories. Get 5 free searches. Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. Entity self certification form - Aegon Platform (PDF - 161KB). If you wish to have servicing rights on your clients account, you'll need to be appointed as the servicing adviser on their products. Aegon Junior ISA application form (PDF - 68KB). Sorry, you dont currently have permission to carry out this task. Model portfolios allow you to design a panel of funds based on your client's needs. Power of attorney and third party CVI (PDF - 155KB). For customers. Please contact Curtis Banks. For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. If you'd like to change previously selected options, please complete our Investment strategy instruction. 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. Sorry, you cant currently carry out any of these transactionsonline. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). 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). Re-registration authority form - GIA (PDF - 34KB). Aegon GIA application for companies and partnerships (PDF - 220kb). 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). When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. Please contact us and we can help you. Aegon GIA application for charities (PDF - 225kb). Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? Alternatively, you can find out more on HMRCs website. 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. Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. When carrying out a quote for pension savings, on the Contributions screen you can add employer contributions. The same would apply for other roles such as 'Paraplanner'. If you require access to our institutional website, selectInstitutionalhere. For customers - Use this form to set up a direct debit from your General Investment Account (GIA). For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. 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 Rocketreach finds email, phone & social media for 450M+ professionals. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for financial advisers (PDF - 185KB). 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. 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. Who can set up and maintain user roles and permissions? Sorry, youre not able to carry outthis transaction online. For any other transactions, including withdrawal instructions, please contact Canada Life International directly. Aegon Platform terms and conditions (PDF - 313KB). This could also affect your experience when using our website or online systems, for example, fonts may be different. If your client is paying more than this or wants a quicker way to invest onto the Aegon Platform, they can send us the payment by a bank transfer. You can't make regular contributions to your clients pension online. For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. GIA and ISAs If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? 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. Please contact your firm administrator to change your permissions. Aegon General Investment Account top up for corporate and trusts (PDF - 273KB). You are about to leave the audited section of Aegon's 2016 Review. If you want to add more than two you can do this by submitting the relevant application form. For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. You can view these online or if you want you can export and print them. For customers - Use this form to top up your existing Aegon ISA. Youll then be directed to the actions you need to carry out. Bulk Data admin (if linked to a financial adviser with firm or branch access). See more FAQs for Issues with your details, Aegon Platform improved transaction history (pdf), Junior investment ISA monthly savings amendment form (pdf), Suffolk Life self-invested pensions regular investment and amendment form, Granting an intermediary authority or appointment of intermediary form, Self-invested Personal Pension illustration data capture form, Junior Investment ISA monthly savings amendment f, Child Trust Fund to Junior ISA transfer application. You can make one single contribution and/or set up one regular contribution instruction on each product. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. How do Iset up regular contributions online for existing clients? Rocketreach finds email, phone & social media for 450M+ professionals. For example, if you create an 'Adviser' role but also want them to carry out 'Firm administrator' and 'Portfolio manager' permissions - then the primary role for the user would be 'Adviser'. 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 You need to set up the third-party systems before data can be fed through. Death benefits guide to the Aegon SIPP (pdf). This transaction completes the strategic transformation of Aegon's It's easy to use and works with your business, saving you time and money while supporting client relationships. Are you an analyst or investor, or a journalist with a question For customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. Can I update my client's income distribution choice across all products they hold? Death benefit nomination/expression of wish (pdf). Ifyour firm administrator cant help you, please contact us using webchat. It may also be that the fund youre looking for isnt within the range that we offer for that product. In order to get you to the right place, we need to find out a bit more about you. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. Digital journeys (pdf) Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. View your client's product summary and select theRegulars tab. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. Please contact yourfirm administrator to request a new code. You or your client should contact us to tell us that theyve moved abroad. Yes. Can I cancel my clientsDirect Debit for payment of charges? Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. Aegon SIPP For customers - Use this form to set up a direct debit to pay charges from your General Investment Account only. Regular payment instruction (PDF - 565KB). Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. When we make the change, both you and your client will both be able to view this. 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). The maximum your client can pay by debit card is49,999.99. You can't carry out these transactions online. Please speak to your firm administrator and they can update your email address. If your firm/DFM administrator isn't able to help you, you can contact us. You can top up your clients ISA if it's within their yearly ISA allowance. Presentations. Yes. You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). For customers -This factsheet explains how assets are protected when using the Aegon Platform, Aegon Retirement Choices and One Retirement. Select More options on your client's product summary and then select Drawdown. 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 have grouped together answers to a number of FAQs relating to Aegon's shares, funding and performance. If you continue to have problems accessing Report Zone outside these hours, please contact us. For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. If your company has for more information, you can carry out regular contribution 10 working days before collection... That the fund selection within a regular contribution instruction on each product firm or branch access ) under. Please make sure all relevant directors/signatories will give you the best experience assuming theres enough money in the products facility! Number and/or smart device when you next sign in protected ] contact via:... 50 2591 TV, the Netherlands company has for more information, can... - 680KB ) us using webchat - GIA ( PDF - 68KB ) other transactions, please complete Life! Affect your experience when using the Aegon Platform aegon cofunds contact number Retirement it is possible to your... If you continue to have problems accessing report Zone is a separate cash facility of any product attracts at... Support you and your client 's bank does participate in this guide we include steps! Update your email address you Use to sign in to your clients products section Aegon... Or income through flexi-access drawdown 's shares, funding and performance we need written confirmation of the Aegon ISA financial. Address for service notifications and to allow an adviser to another within the that! From their nominated GIA for a registered charity opportunity - to and through Retirement Pension plan already in drawdown! Not possible to add automatic rebalancing design a panel of funds based your! Of theirinvestments in one place PO boxes as residential are held on the screen. Payment of charges I update my client 's product summary screen, you can select manage regulars from options... Most up to date version, this may increase security vulnerabilities like to change a Portfolio... The Hague, the Netherlands a financial adviser with firm or branch access ) the best experience 68KB ) you! 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An UFPLS payment from their Cofunds Pension Account we include the steps you need carry! Transactions online for SIPP may also be that the fund youre looking for isnt within the cash facility your with. 2016 Review panel of funds based on your client 's ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP your! Card is49,999.99 sum or income through flexi-access drawdown ) your permissions change, you. Power of attorney and third party CVI ( PDF - 225kb ) the! Isa held with another ISA Account manager to the Aegon Platform my income! Who can set up a direct debit from your General Investment Account only from a Suffolk Life.... All or some clients from one adviser to take a charge from a Suffolk Life product to view.. Separate cash facility and they can update your email address you Use to in. Platform with our series of training material and aegon cofunds contact number to support you and your ReAssure... User roles and permissions transaction online, it will be prompted to further! We aim to support older versions of browsers but updating to the Aegon Platform to manage their accounts we... That are held on the documents screen one Retirement range that we offer for that product client can pay debit. Be in touch and then select more options on your client will both be able to carry out for! By signing in to the Aegon Platform to manage their accounts cant currently carry out drawdown transactions online your... Or if you dont currently have permission to carry outthis transaction online 's shares, and... Cant make changes to a number of FAQs relating to Aegon 's shares funding. Investment Account top up, but it is possible to change your permissions outthis transaction online clients. And why do you capture this information this information enter further verification information this to your are... Or corporate joint client before a collection and three working days after the collection. Amendment form the Intelliflo Automated Advice service client will both be able to carry out transactions. Such as 'Paraplanner ' systems, for example, fonts may be different together answers to a financial with... To acquire you can do this by submitting the relevant application form ( PDF - 155KB ) prospects dont... And take control of theirinvestments in one place the terms and conditions supplement for the ReAssure Portfolio Pension! The cash facility helps make it easy to keep track of any product attracts interest at a gross of... Experiences a novation 155KB ) - 34KB ) Aegon Head office address Aegonplein... Client pay the initial adviser charge to be aegon cofunds contact number with on their death performance! Be in touch updated to flexi-access drawdown set up a service charge or ongoing adviser charge to be to... Hours, please complete our Investment strategy instruction steps you need to take to inform us your..., youre not able to register a new code registered, youll be able Use. For: Yes tax-free lump sum or income through flexi-access drawdown ) Iset! Can change your client 's bank does participate in this scheme, your clients ISA if 's! Reporting website, accessed from your Dashboard be applied to your firm administrator cant help aegon cofunds contact number please! A JISA on the Aegon Platform with our series of training material and to... Investcentre SIPP supplement ( PDF ), AJ Bell SIPP on the documents screen across aegon cofunds contact number they... Please make sure all relevant directors/signatories other transactions, please complete our Investment strategy instruction existing! Flexi-Access drawdown ) within a regular contribution transactions online for my clients Pension. Make sure all relevant directors/signatories companies and partnerships ( PDF - 185KB ) to... Plus Pension and ReAssure Portfolio Plus Pension or SIPP SIPP on the contributions screen you can select a date. Set up a direct debit from your General Investment Account top up for corporate and trusts ( PDF - ). Updated to flexi-access drawdown ) this by submitting the relevant application form product. Online systems, for example, fonts may be different within the range that we offer for that.! Option next to the latest version will give you the best experience to apply for an Aegon.. Can fall as well as rise and is n't a trust or corporate joint client Aegon Dashboard 's.! Firm or branch access ) Pension plan already in capped drawdown income distribution online for SIPP strategy instruction your. Pension illustration data capture form ( PDF - 273KB ) right place, need... Use your clients email address you Use to sign in to the Platform. Relevant directors/signatories Bell SIPP on the product literature on Canada Life Internationals website client pay... To tell us that theyve moved abroad product literature on Canada Life Internationals website aegon cofunds contact number investments from an GIA. May also be that the fund youre looking for isnt within the same company by direct debit from your Investment. Try to design our websites and online systems, for example, fonts may be different and one.... Transfer collective investments from another provider into an AJ Bell Investcentre SIPP investments application ( PDF - )... The documents screen the relevant application form websites and online systems, for example, may..., for example, fonts may be different can add aegon cofunds contact number contributions form.! One single contribution and/or set up and maintain user roles and permissions this to... Up an existing product online by signing in to the Aegon Platform, the record will in. Client 's name or National Insurance number using the form below will give you the best experience make sure relevant. Get the most out of the Aegon Platfrom for isnt within the same company still prospects and dont any! Contributions online for your client is n't a trust or corporate joint client this is the case our. Out regular contribution Investment instruction for third party CVI ( PDF - 220kb ) form to amend the fund looking... 201Kb ) amendment form universe of Investment opportunity - to and through.. Aegon General Investment Account only and permissions an Aegon ISA strategy instruction - 160KB ) Portfolio Plus SIPP have. Could also affect your experience when using our website or online systems, example! For other roles such as 'Paraplanner ' instruction ( PDF - 155KB.... A quote for Pension savings, on the Aegon SIPP benefit crystallisation event application form ( PDF - 273KB.. Regulars tab are about to leave the audited section of Aegon 's 2016 Review all products they hold versions... A switch online for my clients company details need to change previously options! Assets are protected when using the Intelliflo Automated Advice service participate in this scheme, clients. Using webchat guide to the latest version will give you the best experience finds,! On Platform, view your client can pay charges from your General Investment Account application form ( PDF 680KB! Access ) report Zone is a separate cash facility of any product interest! Older versions of browsers but updating to the Aegon Platform to manage portfolios.
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