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. Please complete the relevant form below. For any other CPA transactions, please complete the relevant form below and submit. General Investment Account re-registration application form (PDF - 78KB). Can I change theDirect Debit details for my clients regular contributions online? Suffolk Life investment and amendments form (PDF - 67KB). Model portfolios allow you to design a panel of funds based on your client's needs. View your client's product summary and select theRegulars tab. Alternatively, you can find out more on HMRCs website. Wed need written confirmation of the change of address signed by all relevant directors/signatories. The agreement to acquire 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. We don't consider employer addresses, business premises or PO boxes as residential. Making contributions to products on the Aegon Platform (PDF - 259KB). Well invest money from a bank transfer the next working day. We hope you never have cause to We're always on hand to help. For customers - Use this form to apply for an Aegon ISA for the current tax year. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. Please select the box that applies to you.. Re-registration authority form - GIA (PDF - 34KB). You need to set up the third-party systems before data can be fed through. Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. Junior Investment ISA monthly savings amendment form (PDF - 65KB). The income distribution choice has to be set individually for each product your client has. If you've just activated your Aegon Platform account, it will be the next working day before you can use this. For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? Your Unipass Certificate may not be valid - for example its expired. Please complete the relevant form below and submit. This is now in the cash facility of your clients ISA. Well make payments at that point, usually within two working days, assuming theres enough money in the products cash facility. You can't carry out this transaction online for your client's Cofund's Pension Account. 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. Estimated processing times We'll apply any base rate changes within one working day. Assets may not be sold if the funds are suspended. If the advice basis is advised, youll be able to see all the funds that we have determined as suitable for an advised customer, according to the MIFID II data supplied by the fund manager, this will include complex funds. Inheritable ISA allowance transfer authority (PDF - 34KB). Entity self certification form - Aegon Platform (PDF - 161KB). For investors - Bare Gift Trust deed (PDF - 77KB). How do I make a complaint? We understand this is a difficult time and want to make the next steps as simple as possible. Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. To find out how to use the updated forms take a look at ourquestions and answers (pdf). Select another Aegon website from the list of links below. It holds lots of information about your clients, their investments and your business, including: You can find out more about Report Zone and how it could help you and your business in our helpful Report Zone guide. There are several different roles available. Once youre signed in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. Your client can make a single and/or a regular contribution into a product. For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. If you havent already activated your Aegon account, you need to do that first using your username and password not your Unipass certificate details. 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. (pdf). You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. Granting an adviser authority or appointment of adviser form (PDF - 166KB). Trustee trustee investor for the GIA only. If you want to change product details please use the Change to product details form. For other transactions, please complete the relevant form below and submit. Canada Life International Portfolio Bond supplement (PDF - 30KB). SIPP in-specie transfer If youre not registered yet, call us on +44 (0) 345 604 4001 and well set you up. For employers - Use this form to set up member contributions to an Aegon SIPP. Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. Some 2,500 people work Aegon Corporate. You can assign both roles to the same user. The email address on your Unipass Certificate isnt the same as the email address you use to sign in to your Aegon Dashboard. 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. As can be seen in Exhibit 11, there was a surge in European unicorn numbers in 2021, increasing by 98 (over 40% growth year-on-year) to approximately 320 companies. Adviser homepage For customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. Please contact Curtis Banks. If a pension credit arose in whole or in part from a pension which came into payment on or after 6 April 2006, the recipient can apply toHM Revenue & Customs for a pension credit enhancement factor. For added security following the reset, youll have 24 hours to do this before your account is locked. Once we have this, we wont ask you again. You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). Digital journeys (pdf) The funds that are available for you to select from depends on the advice basis for the transaction. Find out how to make a complaint. 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. Aegon Junior ISA Switch Form (PDF - 45kb). Death benefit nomination/expression of wish form (PDF - 72KB). Sign into your Aegon account, go to your profile page and select Register Unipass and follow the steps. CPA drawdown transfer request (PDF - 118KB). This form also generates as part of the new business application online process. This guide shows you what you need to do to submit a GIA to ISA switch. For SIPP 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. Aegon's existing platform and Cofunds have limited overlap in terms of distribution. Together with the combined product strengths this represents an opportunity for revenue synergies from cross-selling. Furthermore, Aegon secured a distribution deal with Nationwide for investment products. Aegon GIA application for trusts (PDF - 250kb). It allows you to sign in to multiple websites within the financial services industry on any device. For added security youll have 24 hours to do this before your account is locked and you can only use the landline option for 7 days. Select More options on your client's product summary and then select Drawdown. For customers - Use this form to set up a direct debit to pay charges from your General Investment Account only. For customers - This guide explains the key features of the Aegon GIA. 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. CPA birth certificate verfication (PDF - 52KB). For customers - Use this form to top up your existing Aegon ISA. This guide gives you an overview of the death benefit options available with the Aegon Self-invested Personal Pension (Aegon SIPP). Yes. For customers - This guide explains the key features of the Cofunds Pension Account. We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. GIA and ISA in-specie transfer If you select drawdown transfer, you can only add one transfer at a time. Your client could get back less than they invest. For this, you can switch your client's investment or change their cash top-up method. Select the Try again option next to the illustration on the documents screen. For more information, you can view the product literature onCanada Life Internationals website. Report Zone is a separate reporting website, accessed from your dashboard. No you cant remove a person from your clients account. For new payments or requests where bank details have changed, we may ask you to provide bank verification in the form of an original or certified copy of a bank statement in order for us to make sure that we're making payment to the correct account. If your firm administrator cant help you, please contact us usingwebchat. How can I manage regular contributions for my clients ISAor GIA? Please contact our Investor relations team for assistance. Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. We display the information in easy to understand tables and charts. Call charges will vary). When you enter your client's debit card details to pay for a single or top-up, WorldPay will automatically check to see if their card is enrolled in the 3D Secure scheme. 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. Are you an analyst or investor, or a journalist with a question For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. If you have a question about your account or product, or want to get in touch, we're here to help. Cookie Policy. Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). For customers - Use this form to set up Direct Debit payments to an ISA. Aegon GIA application for charities (PDF - 225kb). Yes, you can add these as an individual single or monthly contributions. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). You can set up or maintain regular contributions separately. For customers - Use this form to apply for an Aegon GIA for a company or a partnership. Can I submit regular monthly contributions for ISAs or GIAs online? Death benefit nomination/expression of wish (pdf). Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. 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 or your client should contact us to tell us that theyve moved abroad. Find out more in our enhanced security sign in guide. We would always recommend you use the latest version. 2nd Floor, Fitzalan House If there are any problems, we'll contact you. Aegon GIA application for pension schemes (PDF - 87kb). Following the transfer of Legal & General products to ReAssure, the name now appears as theReAssure Portfolio Plus SIPP. CPA bypass trust application (PDF - 108KB). For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. Find the forms or support literature youre looking for by clicking on the categories below: Please complete our Self-invested Personal Pension illustration data capture form and return it to us and we'll send you the illustration and any relevant forms. Rocketreach finds email, phone & social media for 450M+ professionals. (pdf), How do Imanage regular contributions? United Kingdom. You can access Report Zone from your dashboard. For customers. For customers - Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. After youve registered, youll be able to use the Sign in with Unipass link. Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). 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