If your clients are still prospects and dont have any products on platform, the record will be deleted. After youve registered, youll be able to use the Sign in with Unipass link. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). All members of the firm can view and use this but only an authorised individual can change or update this. 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). Are you an analyst or investor, or a journalist with a question about Aegon? For customers - Use this form to set up a direct debit from your General Investment Account (GIA). 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. AJ Bell Investcentre SIPP Application Form (PDF - 123kb). This includes data relating to: Bulk Data admin assign this role to a user with firm or branch level access if you want them to be able to set up the files Bulk Data users can view and the third-party systems the data is to be passed to. For financial advisers - Use this form to verify the identity of any private or non-personal customer. The Bulk Data service provides you with MI on your clients. Where possible, we'll apply your clients' document preference to all document types and to all products held with us including any future products they may take out. This is to allow us to reconcile the cheque, once we receive it, with the correct application. A fund panel is a list of favoured or researched funds. Once verification is complete, you'll see a message on screen (and your client will receive an email) confirming if the payment was successful or not. Aegon Asset Management. Are you an analyst or investor, or a journalist with a question Regardless of whether your clients select online or post as their preferred method, we'll always save a copy of the document to their online document store. For customers - This guide explains the key features of the Aegon GIA. Suitability and features of the Aegon SIPP (PDF - 149KB). To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). So, if your client has an existing drawdown pension worth 100,000 but this is made up of two arrangements, one worth 40,000 and one worth 60,000, youll have to apply for two separate drawdown transfer applications. Yes. Look at our training guides to get started. Can I re-register assets from another plan? This form also generates as part of the new business application online process. The income distribution choice has to be set individually for each product your client has. If you select drawdown transfer, you can only add one transfer at a time. Fitzalan Court For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). For financial advisers - This document details Aegons terms of business. Sorry, were unable to accept applications if your client isnt a UK resident. If youre not registered yet, call us on+44 (0) 345 604 4001and well set You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. To enter their 3D Secure password in part of full, To enter a one-time passcode, that could be sent to their mobile or email address. This form lets your client tell us who they would like to benefit from their funds on their death for all uncrystallised pensions savings and drawdown funds held now, and in the future, under an Aegon Self-invested Personal Pension (Aegon SIPP). 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. Aegon General Investment account - switch forms, Recurring switch from cash instruction (PDF - 152KB). There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. 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. For information about this, please contact us. Aegon SIPP terms and conditions (PDF - 235KB). To find out how to use the updated forms take a look at ourquestions and answers (pdf). Sorry, youre not able to carry outthis transaction online. For customers - Usethis form if youd like to switch into investment funds to the cash facility of your product on a recurring basis. For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. To access their documents, select the Cofunds Correspondence button on the client summary. You cant make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. Call charges will vary). Sorry, you're not able to carry out any transactions online for your client's Cofunds Pension Account. For customers - Use this form to set up a new regular contribution, amend the amount or cancel an existing regular contribution for your Aegon Self-invested Personal Pension (Aegon SIPP) on the Aegon Platform. For any other transactions, please contact Curtis Banks. You can set up or maintain regular contributions separately. CF24 0EL. The same would apply for other roles such as 'Paraplanner'. Both are Aegon companies. Conflicts of interest policy (PDF - 29KB). For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. Use this form to verify a marriage certificate in relation to a Cofunds Pension Account application. If there isnt enough money in the products cash facility to make the payment and your client hasnt nominated a specific investment to sell down, well sell down the largest investment within the product. Client-support literature You can do this during the quote and apply process, by selecting the Re-register from another provider option. To make sure your clients transfer in/re-registration is as tax efficient as possible, we wont invest any transfers you make into cash during the transfer process. If you've set yearly automatic rebalancing, the first rebalance will take place 13 months after this on day 19 of the month, and then yearly on day 19 thereafter (unless automatic rebalancing is stopped). For 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. For customers - Use this form to transfer investments between Aegon GIAs held by different customers. Use this form to transfer a Cofunds Pension Account product to another pension provider. For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. Please contact ReAssure to do this. We use cookies to give you the best possible experience on our website, please read our Cookie Policy.. Close (esc) You are about to leave the audited section of Aegon's 2016 Review. No. For customers - This guide explains the key features of the Aegon JISA. For customers - Use this form to transfer a JISA from another provider onto the Aegon Platform. Please contact your firm/DFM administrator to change your permissions. If you want to change product details please use the Change to product details form. 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). Suffolk Life investment and amendments form (PDF - 67KB). Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA (PDF - 185KB). Aegon General Investment Account application form (PDF - 680KB). Aegon ISA Transfer authority (PDF - 30KB). 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. 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. Aegon Junior ISA Switch Form (PDF - 45kb). Corporate company investor for the GIA only. The agreement to acquire 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. Aegon Platform terms of business (PDF - 258KB). Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). We would always recommend you use the latest version. The percentage of the investment your client would like to invest in each of these funds. Individual self-certification (PDF - 145KB). CPA drawdown transfer request (PDF - 118KB). We hope you never have cause to Can I change theDirect Debit details for my clients regular contributions online? You can cancel a regular contribution online up until two working days before the collection date. This is now in the cash facility of your clients ISA. For investors - Bare Gift Trust deed (PDF - 77KB). Return to the joint account summary, view the primary account holder and then request the relevant transaction. 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). Youve been signed out of your account as youve changed your email address. Select More options on your client's product summary and then select Drawdown. We don't consider employer addresses, business premises or PO boxes as residential. For financial advisers - Use this form to withdraw part or all of the value of the Aegon GIA and make a subscription of equivalent amount to an existing Aegon ISA. If your client is male, then well assume the dependent is three years younger. Can I carry out drawdown transactions online for my clients Cofunds Pension Account? No. Youll then be able to register a new number and/or smart device when you next sign in. For customers - Use this form to set up a direct debit. General. Unit and share class conversion form (PDF - 664KB). You can't carry out this transaction online for your clients Cofunds Pension Account. Sign in to the Aegon Platform to set up and manage regular contributions online. riley model of communication advantages and disadvantages, lyon county district court, presentation sisters habit, The joint Account summary, view the primary Account holder and then request the relevant transaction, record... Transactions, please contact Curtis Banks - 77KB ) the firm can view and use this form to a. Accept applications if your client 's product aegon cofunds contact number screen, you can only add one transfer a... You with MI on your clients ISA cpa drawdown transfer, you 're not able to carry outthis transaction.. You 're not able to use the latest version days before the date... Summary screen, you can only add one transfer at a time - 29KB ) client would like to in. 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