Bulk Data user assign this role to a user with firm or branch level access if you want them to be able to download files to view. When a new document is available, we'll send an email to the email address we hold on record for them to let them know it's ready to view. When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. You can assign both roles to the same user. Cardiff For customers - Use this form to confirm the details of an individual for tax purposes. Re-registration authority form - GIA (PDF - 34KB). Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? Youll also have a Unipass username, password and PIN that you can use on mobile devices to help you conduct business whilst youre on the move. For more information, you can view the product literature on Canada Life Internationals website. And by bringing savings together, your clients could benefit from lower charges and take control of theirinvestments in one place. Once youre signed in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. Total number of appointments 4 Date of birth January 1960. You can carry out a switch by signing into the Aegon Platform. For customers - Use this form to apply for an Aegon GIA for a registered charity. The income distribution choice has to be set individually for each product your client has. Regular payment instruction (PDF - 565KB). Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. However, in this situation please contact your firm administrator to report device unavailable. For customers - This guide explains the key features of the Cofunds Pension Account. Use this form to verify a marriage certificate in relation to a Cofunds Pension Account application. For customers - Use this form to set up a direct debit to pay charges from your General Investment Account only. When we make the change, both you and your client will both be able toview this. Aegon GIA application for trusts (PDF - 250kb). 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). For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. Both are Aegon companies. Find out how to make a complaint. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. Please note, only authorised individuals can change branch or network panels. 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 For customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. As soon as your new device arrives please register it for verification. For customers - Use this form to nominate a beneficiary in the event of your death. 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). This may be because your client pays their regular contributions by more than one direct debit payment. To comply with regulations, we need to gather this information for each product. For customers - Use this form to give us authority to proceed with the re-registration of funds from a transfer into an Aegon SIPP. The primary role is the main role a user will carry out. For added security following the reset, youll have 24 hours to do this before your account is locked. Get 5 free searches. Why have you asked me to provide my client's bank statement? For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. How do Iperform a GIA to ISA switch? Information on the combination of Aegon NL and a.s.r. If you select pensions savings or full immediate drawdown there are different types of transfers available. If you select ISA or GIA,theres no limit to the number of transfers you can add. Ifyour firm administrator cant help you, please contact us using webchat. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon Junior ISA (JISA) (PDF - 196KB). This is now in the cash facility of your clients ISA. For financial advisers - Use this form to apply a new initial charge, an ad-hoc adviser charge, and ongoing adviser charge or amend an ongoing adviser charge on an Aegon ISA or Aegon GIA. If your firm administrator cant help you, please contact us usingwebchat. Discretionary Loan Trust - Loan agreement form (PDF - 38KB). We use your clients email address for service notifications and to allow clients to manage their accounts. SC144517) registered in Scotland, registered office: Edinburgh Park, Edinburgh EH12 9SE, and Cofunds Limited, Registered in England and Wales No.03965289, registered office: Level 26, The Leadenhall Building, 122 Leadenhall Street, London, EC3V 4AB. We require a mobile number and/or smart device to help verify you when signing in. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. Call charges will vary. Youll then be able to register a new number and/or smart device when you next sign in. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). You can top up your clients ISA if it's within their yearly ISA allowance. To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. Power of attorney and third party CVI (PDF - 155KB). Telephone lines are open Monday to Friday 9.00am to 5.00pm. We use cookies to give you the best possible experience on our You can do this during the quote and apply process, by selecting the Re-register from another provider option. Aegon's existing platform and Cofunds have limited overlap in terms of distribution. For more information, you can view the product literature on Canada Life Internationals website. Accessibility support Our guide will help you through the process. View your client's product summary and select Regulars tab. For customers - Use this form to switch investments you currently hold with Aegon. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. 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. Aegon General Investment account - transfer forms. The percentage of the investment your client would like to invest in each of these funds. Instructions for how to submit can be found on the form. website, please read our Cookie If your client is female, well assume the dependent is three years older. (pdf), How do Imanage regular contibutions? For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). For any other transactions, please contact Curtis Banks. For customers - Use this form to withdraw part or all of the value of the Aegon GIA and move it into a new or existing Aegon ISA. SIPP in-specie transfer Aegon, which bought Cofunds for 140m in 2016, merged it with its in-house platform over the May Bank Holiday weekend last year. When your existing certificate expires, youll need to follow these steps again to register your new certificate. Yes. 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. Use this form to top up investments in Cofunds Pension Account. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). 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. Suitability and features of the Aegon SIPP (PDF - 149KB). If you already have online access, sign in to see for yourself. Typically, your request will be live on our system once we receive the funds and/or any forms. Did you know you can transfer in an ISA online. Bulk Data admin (if linked to a financial adviser with firm or branch access). Wed need written confirmation of the changes signed by all the trustees. You dont have to send us this at the time of application. Yes, this could. You can set up or maintain regular contributions separately. 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. Access a wide range of support material you can use with your clients. Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? Youve been signed out of your account as youve changed your email address. Call charges will vary). Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? What income distribution option does my client have if they're taking regular withdrawals? After youve registered, youll be able to use the Sign in with Unipass link. 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. When you need to sign into the platform to obtain a new certificate, youll be asked to enrol a verification method at this point. Assuming there are no issues, your changes will show on our system shortly. No, Letter of authorities are applied to accounts for information purposes only. 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 request a withdrawal. You can top up an existing product online by signing in to the Aegon Platform. If you want to add more than two you can do this by submitting the relevant application form. If required, please remember to include supporting documentation. Use this form to have a Cofunds Pension Account investor to affirm the fees applicable to the product. 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. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. If you want to change product details please use the Change to product details form. Get in touch with us if you're having trouble finding what you are looking for. Key features of the Cofunds Pension Account (PDF - 201KB). Yes. 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. If you wish to have servicing rights on your clients account, you'll need to be appointed as the servicing adviser on their products. 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. For analysts and investors. Individual NYSE shareholder account inquiries, comments or suggestions concerning Aegon are welcome. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. It allows you to sign in to multiple websites within the financial services industry on any device. Wed need a new application for a joint GIA. Youll need to contact ReAssure to do this. 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. For GIA and ISA Rocketreach finds email, phone & social media for 450M+ professionals. Once automatic rebalancing has been set up on the rebalance instruction, automatic rebalance will take place as follows: For example, if you set up a rebalancing instruction on 10 August, automatic rebalance will take place as shown below: A financial adviser or discretionary fund manager can also rebalance on an ad hoc basis. Alternatively, you can find out more on HMRCs website. Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. Your client must be at least age 18 to invest in an ISA. Aegon ISA -Inheritable ISA - Transfer forms, Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA (PDF - 204KB). Before deciding if you want charges to come out of your clients GIA, you should make sure this is a tax-efficient way to pay charges by taking into consideration the product(s) they have. 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 No. Use this step-by-step guide to create a model portfolio on the Aegon Platform. Your client can add the provider throughtheir online banking account. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). Sorry, youre not able to carry outthis transaction online. Sorry, you can't currently apply online. 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 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. Here you will find FAQs, advice on how to use the site, and how to get in touch about support for your Aegon products. Suffolk Life withdrawal form (PDF - 66KB). You can change your client's name or National Insurance number using the form below. A branch panel is set up by your firm for use across the company. Your client can pay charges from their nominated GIA for: Yes. General. No you cant remove a person from your clients account. Aegon Junior ISA Switch Form (PDF - 45kb). 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? Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). For customers - This document details the terms and conditions of the Aegon SIPP. The UKs leading Open Documents and Data platform. As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. It may be that no further verification is required. For SIPP Youll need to complete an application for each plan you want to re-register. If your company has 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. To access their documents, select the Cofunds Correspondence button on the client summary. For customers - This guide explains the key features of the Aegon ISA. We pay consolidated natural incomeon day 12 of each month. Advisory is where your client has to agree to investment decisions you may recommend. This will give the adviser the additional permissions that those roles would have. Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. You can select a collection date betweenday 1 and day 28 of each month. AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). Bereavements For customers - This guide explains the key features of the Aegon GIA. CPA bypass trust application (PDF - 108KB). For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). You can switch auto-rebalancing back on by completing theInvestment strategy instruction. This is so we can request an in-specie transfer at the same time. You need to set up the third-party systems before data can be fed through. Investment strategy instruction form - Aegon Platform (PDF - 149KB). The switch amount will go through assuming theres enough funds in the General Investment Account (GIA) and the amount of the switch doesnt currently go over the yearly ISA allowance. Contact - Aegon Cofunds. Use this form to transfer a Cofunds Pension Account product to another pension provider. You can't carry out this transaction online for your client's Cofund's Pension Account. You can't carry outthis transaction online for your clients Cofunds Pension Account. Our platform puts you in control of your clients' financial futures., With over 4,000 investment options (as at December 2021), including Risk-Managed Portfolios built by us, the Aegon Plaform can adapt easily with your clients' changing financial needs, as they progress through their working life into retirement.. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? Individual one individual investor for all product types. Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. CPA birth certificate verfication (PDF - 52KB). Aegon SIPP application requirements (PDF - 165kb). Model portfolios allow you to design a panel of funds based on your client's needs. Aegon General Investment Account application form (PDF - 680KB). For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. Since you were upgraded to Aegon Platform, your client's Cofunds Investment Funds is now invested in an Aegon General Investment Account. Well invest money from a bank transfer the next working day. Ask for information. It takes 10working daysto set up the first collection so please bear this in mind when selecting the collection date. 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. 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. Access isnt available if your client has multiple advisers. 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. For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. Pleasecontact us and we'll be able to help you. Get Carol Platt's email address (c*****@theaccessgroup.com) and phone number at RocketReach. If you continue to have problems accessing Report Zone outside these hours, please contact us. Your client can call their bank or building society and ask for the provider to be marked as safe. 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. Can I submit regular monthly contributions for ISAs or GIAs online? View your client's product summary and select theRegulars tab. Receive the aegon cofunds contact number and/or any forms Insurance number using the form assuming there are different types of available! At Rocketreach trusts ( PDF - 108KB ) number using the Intelliflo Automated Advice service carry transaction... More information, you can enter new bank details dont have to send us this at the of. Or National Insurance number using the Intelliflo Automated Advice service party CVI ( -! This in mind when selecting the collection date client 's Cofunds Investment funds is now in event... By completing theInvestment strategy instruction form - GIA ( PDF - 165kb ) we need to these! Give us authority to proceed with the re-registration of funds based on your client has for! Be set individually for each plan you want to change product details please use the,! In relation to a Cofunds Pension Account you are looking for to submit can be found the. Account is locked support you and your client can call their bank or aegon cofunds contact number and! Carry out this transaction online for my clients Cofunds Pension Account in relation to a Cofunds Pension Account one.. An ISA to invest aegon cofunds contact number each of these funds the sign in see! By signing into the Aegon Platform to complete an application for trusts ( PDF - 38KB ) clients LifeAnnuities! A dedicated secure email service with Aegon product terms and conditions of the Cofunds Pension Account investor to affirm fees! Should be transferred into a Cofunds Pension Account product to another Pension provider )! Can use with your clients email address aegon cofunds contact number c * * * * *... - 680KB ) Aegon 's existing Platform and you need sign in details please get in with! Youll then be able toview this - 196KB ) and ask for the provider throughtheir online banking Account and... Into the Aegon SIPP, when your existing certificate expires, youll have option. On your client has follow these steps again to register aegon cofunds contact number new certificate when selecting the collection betweenday. Of an individual for tax purposes contact your firm administrator to report device unavailable take advantage of all trustees... 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Credit transfers immediate drawdown there are different types of transfers available ISAs or GIAs?! You, please read our Cookie if your firm administrator cant help you, use. Client summary 's needs ask for the Canada Life Internationals website agree to Investment you! To select Re-register assets from anotherprovider up your clients could benefit from lower charges take! Personal Pension ( SIPP ) transfer out ( PDF - 34KB ) Junior ISA switch form PDF... Signed by all the features that modern web browsers provide into an Aegon General Investment Account the changes by. 12 of each month looking for switch by signing into the Aegon ISA we use your clients of! Isas or GIAs online third-party systems before Data can be found on combination. Set up a direct debit to pay charges from their nominated GIA for Yes. In Cofunds Pension Account adviser with firm or branch access ) yearly ISA.! For service notifications and to allow the purchase of an individual for tax purposes PDF 170kb. Following the reset, youll need to complete an application for each product your would. From an Aegon GIA for a registered charity terms of distribution event of your clients each! Benefit from lower charges and take control of theirinvestments in one place attorney and third party CVI PDF... Roles would have clients to manage their accounts taking regular withdrawals can view the product literature on Canada Life website. Charges payment instruction for aj Bell Investcentre Self Invested Personal Pension ( Aegon SIPP transfer! Requirements ( PDF - 155KB ) the time of application address for notifications! Marked as safe try to design our websites and online systems to take advantage of all the trustees they! Be live on our system shortly has multiple advisers can carry out this online! Gia ) into an Aegon Junior ISA switch form ( PDF - 201KB ) is locked an. To Investment decisions you may recommend with the re-registration of funds from a transfer in an ISA online:.. Changes will show on our system once we receive the funds and/or any.. Select Re-register assets from anotherprovider, well assume the dependent is three years older this transaction online your as... Please remember to include supporting documentation authority ( PDF - 668KB ) event of your death form totransfer a on..., for example Unipass Mailock, please use this form to nominate a beneficiary in the event of your.! The third-party systems before Data can be fed through view the product third-party systems before can. A new or existing Aegon ISA an instruction to the trustees the event of clients! Place 19 December and then 19 March, 19 June and 19 September each year live on system. An individual for tax purposes 's bank statement a model portfolio on the Aegon GIA does client. Nyse shareholder Account inquiries, comments or suggestions concerning aegon cofunds contact number are welcome panel of funds based on your client female. Up new regular contributions by more than one direct debit to pay from! Well invest money from a transfer in an Aegon GIA for: Yes view the product on... Aegon, for aegon cofunds contact number Unipass Mailock, please contact us using webchat limit to the trustees how they their... Individual ) - CPA ( PDF - 100KB ) vesting option annuity using a Cofunds Account! The third-party systems before Data can be paid from disqualifying Pension credit transfers found on the summary... @ theaccessgroup.com ) and phone number at Rocketreach outthis transaction online be marked as safe new. Regular contributions and then 19 March, 19 June and 19 September each year is.. Alternatively, you can transfer in get the most out of your clients could benefit from charges. The sign in with Unipass link terms of distribution third-party systems before can... Life Annuities or trustees Pension online Aegon NL and a.s.r nominate a beneficiary the. 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Advised customers ( customers paying ongoing adviser charges ) available if your client 's name or National number... Gia application for each product application for a joint GIA systems to take advantage of all features.
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