Sorry, you're not able to carry outthis transaction online for your client's Cofunds Pension Account. 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. Following the transfer of Legal & General products to ReAssure, the name now appears as theReAssure Portfolio Plus SIPP. For more information, you can view the product literature on Canada Life Internationals website. There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). Yes, your client can move assets held within their GIA to their ISA. Contact; Contact us. Call the company. For customers - Use this form to transfer investments between Aegon GIAs held by different customers. Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. We subtract the total contributions in the current tax year from the allowance set by the government. You can complete theDirect Debit instruction online if your client is present. Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. 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. Third-party systems include back-office systems, tools, front-office systems and customer dashboards. Youll then be able to register a landline number when you next sign in. You need to give them additional access for 'Firm administrator' and 'Portfolio manager'. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? 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. See below for the roles and what additional access you can give. What payment methods can I select for an ad hoc withdrawal? You are about to leave the audited section of Aegon's 2016 Review. Alternatively, it could be because the fund has been suspended. You dont currently have permission to carry out this task. For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. 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. 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. Granting an adviser authority or appointment of adviser form (PDF - 166KB). For customers - Use this form to set up a new regular payment for either an Aegon ISA or an Aegon General Investment Account (GIA). Wed need a new application for a joint GIA. Cofunds Pension Account Capped Drawdown Application form (pdf), Cofunds Pension Account Flexi-Access Drawdown form (pdf). For customers - This guide explains the key features of the Aegon ISA. Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. These roles are associated with our Bulk Data service. Ifyour firm administrator cant help you, please contact us using webchat. Regular investment strategy instruction (for third party pension products) (PDF - 155KB). For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). Youll need to complete an application for each plan you want to re-register. Changing your email address will also change your username for Aegon Platform. You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. Your Unipass certificate may not be registered with your Aegon account. 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 clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. It's easy to use and works with your business, saving you time and money while supporting client relationships. We always pay consolidated natural income to your client's bank account. All products on the Aegon Platform have their own cash facility. Can I change my clientsDirect Debit details online for payment of charges? Aegon Junior ISA application form (PDF - 68KB). Get Carol Platt's email address (c*****@theaccessgroup.com) and phone number at RocketReach. Your firm administrator can set up access for you. Can I reduce my clients payment of charges paid by Direct Debit online? For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. With your Unipass account, you can download and store a Unipass Certificate to allow you access to your chosen websites. Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? Use this form to upgrade from a restricted Cofunds Pension Account to a full Cofunds Pension Account. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. Fitzalan Court Please contact our Investor relations team for assistance. It may be that no further verification is required. The initial adviser charge is taken from your clients contribution. Use this step-by-step guide to create a model portfolio on the Aegon Platform. The agreement to acquire Financial adviser application form (PDF - 156KB). Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). 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. If the illustration still doesn't generate, please contact us. For customers - Use this form to set up a direct debit to pay charges from your General Investment Account only. Suffolk Life withdrawal form (PDF - 66KB). Aegon Self Invested Personal Pension illustration data capture form (pdf). Rocketreach finds email, phone & social media for 450M+ professionals. 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? Your client must be habitually resident in the UK for us to accept the business. You need to set up the third-party systems before data can be fed through. This guide shows you what you need to do to submit a GIA to ISA switch. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. Aegon Junior ISA change of registered contact form (PDF - 158KB). No, Letter of authorities are applied to accounts for information purposes only. Youll need to contact ReAssure to do this. 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. Conflicts of interest policy (PDF - 29KB). 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'. Death benefit nomination/expression of wish (pdf). Since you were upgraded to Aegon Platform, your client's Cofunds Investment Funds is now invested in an Aegon General Investment Account. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. Individual NYSE shareholder account inquiries, comments or suggestions concerning Aegon are welcome. If youre not registered yet, call us on+44 (0) 345 604 4001and well set Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. You can do this during the quote and apply process, by selecting the Re-register from another provider option. Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. Aegon Platform terms and conditions April 2018 (PDF - 325KB). 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. For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. Aegon ISA -Inheritable ISA - Transfer forms, Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA (PDF - 204KB). 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. Sorry, you cant carry outthis transaction online. Yes. For customers - Use this form to apply to make a transfer from a Child Trust Fund (CTF) with another account manager into an Aegon Junior ISA (JISA). Withdrawal from an Aegon General Investment Account (GIA) into an Aegon Junior ISA (JISA) (PDF - 196KB). Well invest money from a bank transfer the next working day. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). Can I be a servicing adviser and take fees from the client's account? CPA drawdown transfer application form for new clients (PDF - 235kb). 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. If you wish to have servicing rights on your clients account, you'll need to be appointed as the servicing adviser on their products. If the third-party system has seamless integration the Bulk Data admin role needs to set this up. If you'd like to change previously selected options, please complete our Investment strategy instruction. Rocketreach finds email, phone & social media for 450M+ professionals. If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). You can carry out a switch online for the collective funds invested in your clients ReAssure pension that are held on the Aegon Platform. Where there is a sell-down, it will take at least five working days to get cleared cash. A username and password together provide a single something you know factor. Corporate company investor for the GIA only. For re-registrations, if youre unable to find the fund youre looking for it may be because we dont currently hold this fund and we wont be able to accept it. SIPP in-specie transfer We dont allow this to happen as part of our anti-money laundering mitigation. Yes. This will delete any registered number and/or authentication app. Sorry, you cant currently carry out any of these transactionsonline. For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. Aegon Corporate. Youll then be directed to the actions you need to carry out. You can change your clients bank details using the form below. Use this form to top up investments in Cofunds Pension Account. Get Derek Stabb's email address (d*****@rowan-dartington.co.uk) and phone number at RocketReach. Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). How your client does this will vary depending on their bank or building society. For any other CPA transactions, please complete the relevant form below and submit. Yes, you can carry out a switch online from the Client summary. Use this form to verify a marriage certificate in relation to a Cofunds Pension Account application. Call charges will vary. If youre not registered yet, call us on +44 (0) 345 604 4001 and well set you up. Aegon ISA transfer authority (PDF - 32KB). If you've not been able to find what you're looking for, perhaps ourfrequently asked questionswill help, alternatively you cancontact us. Canada Life International Portfolio Bond supplement (PDF - 30KB). Death benefit nomination/expression of wish form (PDF - 72KB). Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). Aegon SIPP application requirements (PDF - 165kb). Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? We require a mobile number and/or smart device to help verify you when signing in. Block due to legislation you can only add one. Use this form to transfer a Cofunds Pension Account product to another pension provider. Yes. Youll then be able to register a new number and/or smart device when you next sign in. 'S Account can move assets held within their GIA to ISA switch 4001 well..., providing we have verified bank details, you can only add one you time and money supporting! 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