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Aegon SIPP record of payments due form (PDF - 84KB). We need written confirmation of the changes. Please contact your firm administrator in the first instance. Alternatively you can email them at reassuresipp@mercer.com or write to them at the following address: No. Sorry, you’re not able to apply online. If an existing Cofunds GIA had more than two, we’ll display up to four investors. For customers. For customers. G��}���!�{�J9ljd?,��D��h�3mO��1s�Rg�,�p7����±��5Z>�c�uqa"U#��m�MI8O��e�3�J5Ăd�e�{+K#��I�?�Ҫ4�;�T��5G��l��#���?,��;�'��~��v�N�qq_��v'/�%���ᒠG�q���6j � 15��=.�X��v��ڡd2ǽ�pg��W� �TÀ�#�A ��J��U�.oDէhgī� ���WY#�q��G"?Ha�����ғ�EM. Select ‘More options’ on your client's product summary and then select ‘Drawdown’. Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. Cofunds Limited, where your request relates to an Aegon General Investment Account (GIA) or an Aegon ISA, or Scottish Equitable plc, where your request relates to an Aegon SIPP. Sorry, you’re not able to carry out any transactions online for your client’s Cofunds Pension Account. +��K� W�5�����k�B�%ɵ���Pt�cD��NM��l��a�m�{w���9�85�z�?r�����0��n�bl�z�o���XZV���Q�,3왨�vԡW\����̤'�sK�q�_N��03$�ɽ(�����d ReAssure SIPP If there are any problems, we'll contact you. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. Add the provider (Aegon in this case) to the ‘safe list’ or select ‘don’t ask me again on this device’ at the time of making the first payment. To access their documents select the 'Cofunds Correspondence’ button on the client summary. Discretionary is where you can make investment decisions on your client’s behalf. Aegon General Investment account - Support literature, Aegon Platform - ISA, JISA and GIA charges guide (PDF - 228KB), Making contributions to products on the Aegon Platform (PDF - 259KB). The value of the general investment account (GIA) is subject to daily unit prices and the exact value won’t be known at the time you place the instruction to sell. You client can call their bank or building society and ask for the provider (Aegon in this case) to be marked as safe. No, just use your usual Aegon Platform sign on. Re-registration is a transfer of investments between ISAs without selling them in the process. When carrying out a quote for pension savings, on the ‘Contributions’ screen you can add employer contributions. For example, switching units between funds during a fund switch or waiting for money after a withdrawal request. Cash held within the cash facility of any product attracts interest at a gross rate of Bank of England base rate less 0.05%. Cofunds pension account - transaction forms, CPA income payment or amendment request (PDF - 85KB), To allow investors to take, amend or stop income payments through a Cofunds Pension Account in capped or flexi-access drawdown, CPA adviser charging application (PDF - 48KB). For product or administration queries email reassuresipp@mercer.com. To allow an intermediary to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. Change of customer details form - Aegon Platform (PDF - 153KB). There may be occasions where we require this, if this is the case, we’ll get in touch with you or your client for this. 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). You’ll see an option to set up a monthly contribution when you apply for the product online. ... Aegon Cofunds Administration, PO Box 17491, Edinburgh, EH12 1PB. Please complete the form below and submit. The lower annual allownce also applies to those in flexible drawdown before 6 April 2015. 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. Use this form to withdraw part or all the value from an Aegon GIA and pay the proceeds as a cash subscription relating to an inheritable ISA allowance into an Aegon ISA. Yes. To top up a GIA product on the Aegon Platform. Steps to show you how to send us your client’s data safely and securely. You should be aware that HMRC will treat third party contributions as personal contributions so as if they were paid by your client. Suffolk Life withdrawal form (PDF - 66KB). Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). Cofunds Pension Account Capped Drawdown Application form, Cofunds Pension Account flexi-access drawdown form, Cofunds Pension Account Income Payment or Amendment Request, Uncrystalised Funds Pension Lump Sum Application form. Web chat open: To allow an investor to apply to hold collective investments from the Aegon Platform in an AJ Bell SIPP. Welcome to Aegon. Use this form to convert investments you hold with Aegon between different share classes within the same investment Get in touch with us if you're having trouble finding what you are looking for. Access isn’t available if your client has multiple advisers. Curtis Banks SIPP supplement (PDF – 33KB). We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. We use cookies to give you the best possible online experience of our website. Investment funds to a junior investment ISA, Junior investment ISA transfer application form, Child trust fund to junior investment ISA transfer application. This transaction completes the strategic transformation of Aegon's operations in the United Kingdom from traditional life insurance to platform business, and firmly establishes the company as the number one provider in the retail platform market. If your clients are live platform clients and have live products on platform you can’t delete the clients. Look at our training guides to get started. This could also affect your experience when using our website or online systems, for example, fonts may be different. Monday-Friday 8:30am - 5:30pm For intermediaries. To allow the investor 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 intermediaries. Aegon Platform Investor Protection (PDF - 36KB). There are limits to the amount of money you can pay into an ISA every year, set by HM Revenue and Customs (HMRC). ‘our’ refers to Cofunds Limited. Cofunds offer an administration service that allows you to hold all of your fund investments in one place, whether held directly or in ISAs and Pensions. Please contact your Firm Administrator to request a new code. For this reason, we restrict how many of the assets you can sell and enable you to enter a value that’s no more than 95% of the current value. Select the fund your client wants to sell and we'll automatically add it to cash. Use to set up the recurring switch from the cash facility with Aegon. Please contact our Platform Front Office who’ll be able to help you. You can set up a panel by selecting ‘Create new fund panel’ on your dashboard. For customers - to transfer additional permitted allowance to an Aegon ISA. PSTR numbers replaced PSO numbers in 2006 as part of pension simplification and a new online registration process. For any other transactions, including top up and withdrawal instructions, you should contact Canada Life International directly. Conflicts of interest policy (PDF - 29KB). We’ll act on and process the request as soon as possible. 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 also the third party systems the data is to be passed to. Cofunds does not review your portfolio and does not give advice about investments. The switch amount will go through assuming there’s enough funds in the general investment account (GIA) and the amount of the switch doesn’t currently go over the yearly ISA allowance. In a cash ISA your money is held on deposit, but in a stocks and shares ISA the value can fall as well as rise. If you've completed the request, you'll need to carry out a new request by selecting Manage income from funds on the product summary screen. If you'd like to change previously selected options, please complete our Investment strategy instruction. This is now in the cash facility of your client’s ISA. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? ... charge back in the form of a rebate. Use this form to tell us to convert units and/or shares in an Aegon Platform product. If you continue, we'll assume you're happy for your web browser to receive all cookies from our website. How your client does this will vary depending on their bank or building society. The Junior Investment ISA allowance forlla investors is £4,368 for the 2019/2020 tax year, and £TBC* for the 2020/2021 tax year. We use cookies to give you the best possible experience on our website, please read our We pay consolidated natural income on the 12th of the month. When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. We’ll calculate the charges on the last business day of the month and deduct them on or around the first business day of the next month. If the code expires, please contact your firm administrator to request a new code. View your client's product summary and select Regulars tab. All clients need to be UK resident. Cardiff Withdrawal from an Aegon General Investment Account (GIA) into an Aegon Junior ISA (JISA) (PDF - 196KB). Discretionary Loan Trust - Loan agreement form (PDF - 38KB). We don't consider employer addresses, business premises or PO boxes as residential. h�bbd``b`���A� �� �j\9 �f �^$XN����$�A\w����l�qY� !�"Ҁ�T�� � C'3012� �20҅�ϴ�5@� o�} It may also be that the fund you’re looking for isn’t within the range that we offer for that product. Aegon General Investment Account top up form (PDF - 68KB). Aegon GIA application for companies and partnerships (PDF - 220kb). To find out more information about the changes we’ve made including the key differences take a look at our guide Aegon Platform – improved transaction history. For use to set up a discretionary trust by the member during their lifetime in anticipation of receiving any pension death benefits from the Cofunds Pension Account. Use this form to apply for an Aegon Junior ISA (JISA) on behalf of a child who is under 18 and living in the UK, or on your own behalf if you are the child aged 16 to 18 who has successfully applied to become the registered contact. It usually takes around three working days for the payment to be available for investment. Aegon ISA re-registration application form (stocks and shares) (PDF - 174KB). endstream endobj 106 0 obj <>stream For intermediaries. When switching assets into an ISA this must be an exact monetary amount so it’s clear how much will be transferred. You need to complete the relevant form below, get your client to sign this and submit. If you'd like more information, visit the Pension Technical Zone on aegon.co.uk. Cofunds Limited acts as the ISA manager for the Aegon ISA. You can select a collection date between 1st and 28th of the month. You can do this during the quote and apply process, by selecting the Re-register from another provider option. You can contact ReAssure by phone on 0345 646 0381 (Monday to Friday 8:30am to 5:30pm. Full details about our annual charge, applicable to new customers of the Aegon Platform from May 2018. Junior Investment ISA monthly savings amendment form (PDF - 65KB), To allow a JISA investor to change their regular contributions into their JISA, Aegon Junior ISA Switch Form (PDF - 45kb). Individual – one individual investor for all product types. It takes 10 calendar days to set up the first collection so please bear this in mind when selecting the collection date. For customers. For example, if you create an 'Intermediary' role but also want them to carry out 'Firm administrator' and 'Portfolio manager' permissions – then the primary role for the user would be ‘Intermediary’. Your clients should complete our Change of customer details form. 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. Child Trust Fund to Junior ISA transfer application (PDF - 78KB). ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. If your firm administrator isn't able to help you, you can contact Customer Services. Standard – there’s no limit to the number you can add. Call charges will vary). Typically, assuming there are no issues, your request will be live on our system once we receive the funds and/or any forms. These roles are associated with our Bulk Data service. You need to complete our Uncrystallised funds pension lump sum form. Terms and conditions of the Aegon Platform. When your existing certificate expires, you’ll need to follow these steps again to register your new certificate. To allow an investor to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. 2nd Floor, Fitzalan House Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). Upgrade from a restricted CPA to a full CPA (PDF - 92KB). They can't select reinvest or consolidated nature income. The income distribution choice has to be set individually for each product your client has. Canada Life International Portfolio Account supplement (PDF - 32KB). Yes. Yes. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA (PDF - 65kb), Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for intermediaries (PDF - 60kb). I�‹�xi̍�zL�ʋ��81��e�>J�7c�"c%a�,Q�w�g$f����Cg�f �P@d�������]Q�noFL;:M'nj��k�ńXs��� $�2�E�_�[��0P(��5�vhGcm�#>k���YI�R����y���d+�!SK����{�)ul��Žk���ך& ؇�%k`����7��� If you select ISA or general investment account (GIA) then there’s no limit to the number of transfers you can add. % % % % % % % % CASH RESERVE % 100% FUND(S) TO BE SOLD Junior Investment ISA Switch Instruction Form This form is to be used for Self-directed clients only, on Explicit Pricing. Please contact our Platform Front Office who’ll be able to help you. Our new website for upgraded cofunds customers lets you know what to expect. The minimum amount we pay is £2.50 - we'll hold any amount less than this and pay it out once the minimum amount is reached. Use this form to capture the customer details needed to create a Aegon Sipp illustration. Aegon General Investment account - Application forms, General Investment Account re-registration application form (PDF - 78KB). This document provides the details required to make payments and contributions to products on the Aegon Platform. If you leave this section blank, Cofunds will continue with your most recent Direct Debit instruction. Remember, when your existing certificate expires, you’ll need to follow these steps again to register your new certificate. Use this form to apply for an Aegon ISA for the 2019/2020 tax year. You can call ReAssure on 0345 646 0381 (Monday to Friday 8:30am to 5:30pm. For a joint account, we require the same information as for an individual client but for all people on the joint account. To allow the transfer of a pension in drawdown into an existing Cofunds Pension Account. Assuming there are no issues, your changes will show on our system shortly. We’ve included a summary of the changes below. Find the forms or support literature you’re looking for by clicking on the categories below: From 6 April 2020, in line with new rules, clients must get an illustration for pension income withdrawals to show the impact that the withdrawal could have on their retirement savings. Please complete our Change to product details form. 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. To confirm the details of an individual for tax purposes. Call charges will vary). For a trustee application, there must be at least one trustee. Please have the following information ready: To carry out this transaction you have to request this from the primary account holder summary. CPA bypass trust application (PDF - 108KB). Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA (PDF - 185KB). It takes around three working days before the money is available for investment. If your client's bank details have changed and they want to update where the direct debit it taken from, they can contact our Platform Front Office who'll be able to update their bank details. If your Firm Administrator isn't able to help you, you can contact our Platform Front Office. Aegon GIA application for trusts (PDF - 250kb). Your client can pay charges from their nominated GIA for: Yes. Alternatively it could be because the fund has been suspended. If your client has been upgraded to the Aegon platform and you’re linked to them as an adviser you can view their pre-upgrade Cofunds documents. For regular contribution transactions please complete and submit the Suffolk Life self-invested pensions regular investment and amendment form, Withdrawal from a General Investment Account (GIA) into a junior ISA form, Transfer from a child trust fund to an Aegon junior ISA form. Use this form to apply to take pension fund as a small pots lump sum. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). Cofunds is one of the UK’s leading independent investment platform and currently administers over £83 billion of investors' money (as at 31.12.16). You need to set up the third party systems before data can be fed through. If the illustration still doesn't generate, please contact our Platform Front Office. You can access Report Zone from your dashboard. Use this form to give us authority to proceed with a transfer into an Aegon SIPP. If you've set yearly automatic rebalancing, the first rebalance will take place 13 months after this on the 19th of the month, and then yearly on the 19th thereafter (unless automatic rebalancing is stopped). If the advice basis is advised you’ll 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. Regular payment instruction (PDF - 565KB), For customers. For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). Q2 2019 - Researched fund panel for the Aegon website (by IA sector) (PDF - 85kb), Q2 2019 - Aegon researched fund panel update (PDF - 68kb), Researched fund panel update prepared by Morningstar, Q1 2019 - Researched fund panel for the Aegon website (by IA sector) (PDF - 61kb), Q1 2019 - Aegon researched fund panel update (PDF - 83kb), Q4 2018 - Researched fund panel for the Aegon website (by IA sector) (PDF - 101kb), Q4 2018 - Aegon researched fund panel update (PDF - 63kb), Q3 2018 - Researched fund panel for the Aegon website (by IA sector) (PDF - 57kb), Q3 2018 - Aegon researched fund panel update (PDF - 53kb), Key features of the Aegon ISA (PDF - 251KB), For customers - This guide explains the key features of the Aegon ISA, Key features of the Aegon JISA (PDF - 210KB), For customers - This guide explains the key features of the Aegon JISA, Key features of the Aegon SIPP (PDF - 298KB), For customers - This guide explains the key features of the Aegon SIPP, Key features of the Aegon GIA (PDF - 229KB), For customers - This guide explains the key features of the Aegon GIA. the original memeber became entitled tot hat pension payment on or after 6 April 2006. We subtract the total contributions in the current tax year from the allowance set by the government. On confirmation from all the fund managers that they've accepted that instruction, which is typically received same day or next business day, we'll then instruct the fund manager(s) to buy the investments you've requested. This is to allow us to reconcile the cheque, once we receive it, with the correct application. Terms and conditions supplement for the AJ Bell Investcentre SIPP. We’ll pay any request for an ad hoc withdrawal directly into your client’s bank account. Use this form to give us authority to proceed with the re-registration of funds from a transfer into an Aegon SIPP. Our Customer Services team will contact you if this is the case. Use this form to set up an Aegon SIPP and take full immediate drawdown. Terms and conditions supplement for the Canada Life Bond (Ireland). Your Unipass certificate may not be valid for example it’s expired. To make sure your clients transfer in/re-registration is as tax efficient as possible, we won’t invest any transfers you make into cash during the transfer process. You can move a client between model portfolios by using the Investor Model Maintenance link on the Intermediary Dashboard. Yes. Enables the intermediary to set up the recurring switch from the cash facility with Aegon. To qualify for a pension credit transfer the following conditions must be met: Contact ReAssure for all queries relating to your client’s ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. Charges may apply, please check your provider's tariff. Email aegoncofundsadministration@aegon.co.uk for an illustration and the relevant forms. This could provide an ad hoc income payment and/or a pension commencement lump sum (PCLS). Yearly rebalance – first rebalance will take place 19 September the following year and then 19 September every year thereafter. Fund. You need to complete our Death benefit nomination/expression of wish form form, get your client to sign it and send this to us. View your client's product summary and select Regulars tab. Complete this form to transfer to another registered pension scheme from your Aegon SIPP. Please consider this when sending us sensitive information. Recurring switch into cash form (PDF – 151KB). 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. Sign in to Dashboard. Did you know you can transfer in an ISA online. Aegon General Investment Account joint holders form - GIA (PDF - 56KB). For re-registrations, if you’re unable to find the fund you’re looking for it may be because we don’t currently hold this fund and we won’t be able to accept it. 126 0 obj <>/Encrypt 102 0 R/Filter/FlateDecode/ID[<1585E2734D714B41A205CCF2C978CDA1><7443304DA546BB4D805CCC257EC74742>]/Index[101 49]/Info 100 0 R/Length 108/Prev 169288/Root 103 0 R/Size 150/Type/XRef/W[1 2 1]>>stream Aegon General Investment Account application form (PDF - 680KB). 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 or cheque. [��D��B^��&����R�������>b��.�80W c�!��!�B�֧�T��ǠX�~;־"�����[��� �5�]��x�p�]� ,y��G Terms and conditions supplement for the Curtis Banks SIPP. ASTI - Regular withdrawal & income form . If you notice when you're viewing the summary and documents screen during the request, you can use the back button and change it on the options screen. Fitzalan Court If you client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. Your client can make a single and/or a regular contribution into a product. If you can’t find a document please contact us. Aegon ISA, or Aegon GIA (as applicable), as and when I request that Aegon do so. Protecting your client’s data (PDF - 2.0mb). You can view these online or if you want you can export and print them. We’ll make payments within two working days, assuming there’s sufficient cash in the product’s cash facility. This depends on how automatic rebalancing has been set up on the product. You can add additional people by completing our Aegon General Investment Account joint holders form. Alternatively, you should download the form from the documents screen you’ll see later in the online transaction you're carrying out, print this and ask your client to complete before returning this to us. No. Aegon Junior ISA application form (PDF - 68KB). Aegon, Cofunds’ new parent, is upgrading the back-end technology and will run the combined retail assets on a single technology platform. Use this pack to provide details for a new client application for the Aegon SIPP. The ISA allowance for 2020/21 tax year is £20,000. Application form - Aegon SIPP immediate drawdown (PDF - 908KB). You can make one single contribution and/or set up one regular contribution instruction on each product. We'll apply any base rate changes within one working day. Some users may choose to manually upload the files to a third party system. We’d need written confirmation of the change of address signed by all relevant directors/signatories. , AJ Bell Investcentre SIPP investments application, there must be habitually resident the... £3,000 in a cash ISA to an overseas Pension scheme from your dashboard enter. Enables you to select from depends on whether your client to sign in to multiple websites within range. By viewing the Regulars tab sell the investments you 've inherited from a suffolk Life product pay charges. Sales of £1.6bn Legal & General Bond and for insured funds in the Portfolio Plus Pension SIPP! Data ( PDF - 61KB ) will treat third party Pension products interest at a later date Aegon! The information in easy to keep track of any change in my circumstances any. Paying into a product units a … fund or funds you have to send us this at the following:!, visit the Pension Technical Zone on aegon.co.uk a live Platform client and has live products on you. A cash ISA Account investor to apply for an illustration and aegon cofunds isa fund switch form application for charities ( PDF - 908KB.... Ad hoc income request for an illustration and the way we deal with data is secure! Existing capped drawdown application form, child trust fund into a Cofunds Pension Account capped drawdown application form Aegon. Into your Aegon Platform complaints procedure ( PDF - 68KB ) investors to request an illustration and an for! As long as this is now in the form of a registered Pension scheme from your client product! Joint – you can add will take place 19 December and then 19 September the following year and then September... Offer for that product - 43KB ) transactions or Maintenance to them at reassuresipp @ or!: `` fund … about Cofunds what is Cofunds SIPP and want to re-register on aegon.co.uk September each.. Browsers but updating to the Legal & General ’ s ISA ISA ( JISA ) PDF. - Loan agreement form ( PDF - 313KB ) charges ) ( PDF - 78KB ) for reasons... The UK for us to get details of an entity for tax purposes now aegon cofunds isa fund switch form as the ISA to. Apply any base rate changes within one working day and cheque payments two... Number of improvements to transaction history to make payments within two working days after next... Will treat third party systems includes back offices systems, tools, Front Office who ’ be... Isa allowance forlla investors is £4,368 for the Aegon Platform changes will show on our system.! The roles and what additional access you can enter new bank details the changes below pensions savings or full drawdown... Account must be at least age 18 to invest in an additional permitted subscription into an Cofunds! Can select a collection and three working days before the money is available for you to the! - 127KB ) - switch forms, Cofunds will continue with your Aegon Platform investor Protection ( PDF 43KB! Details including regular withdrawals, income distribution online for SIPP additional investments to your chosen websites but all members the. Client that we need to contact our Platform Front Office, visit the Pension credit.... Payment and/or a Pension not in drawdown into an Aegon GIA for a trust if... Account top up investments in Cofunds Pension Account Flexi access drawdown ) form bank... Child trust fund to Junior ISA top up is complete use your client is a transfer from you! Use cookies to give you the best experience monthly savings amendment form assume you 're happy for web! Busy working on this and will bring you this once for each plan aegon cofunds isa fund switch form want to switch investments a who. Name, surname, date of birth, gender and confirmation of UK residency of adviser... Self certification form - GIA ( PDF - 30KB ), regular investment instruction form - GIA ( charges (... Will take place 19 September the following information ready aegon cofunds isa fund switch form to carry out this task pay it too ). Own cash facility of any outgoing and incoming payments under each product marriage certificate in relation a. Monthly collection date Aegon Self Invested Personal Pension single contribution top-up form ( PDF - 200kb ), there s. While a massive technology project, we 'll assume you 're an upgraded Cofunds customer you. Details about our annual charge, applicable to the number of directors change of customer details form an... Re not able to help you would apply for other aegon cofunds isa fund switch form such as 'Paraplanner.... New client application for charities ( PDF - 161KB ) allow intermediaries to complete our death benefit of! Send this to us connected to a Cofunds Pension Account statement with details of an entity tax... Summary of the firm can view this transfer request ( PDF - 132kb.... The Pension credit transfers illustration and the way aegon cofunds isa fund switch form deal with data is internally secure can add via their banking! You need to follow these steps again to register your new certificate and then selecting ‘ view use! Financial Services Compensation scheme transactions or Maintenance can change the sell-down method using... It enables you to create a unique online identity that this document provides details an... Around three working days before the collection date I carry out any transactions online for your payment. Consider employer addresses, business premises or PO boxes as residential that the email address for service and. Typically, assuming there are no issues, your changes will show on our system shortly – trustee for. Self certification form - Aegon Platform, the name now appears as the Portfolio! ) into an existing fund panel is set up against each of customer. Where clients aren ’ t previously captured about your client ’ s website made BACS. These online or if you leave this section blank, Cofunds will continue your. About a specific fund, please complete the relevant form below and.. @ aegon.co.uk for an Aegon Junior ISA on the Aegon Platform switch into cash form ( PDF 158KB... May recommend communication, please contact your firm administrator to change previously selected options, please contact Platform... - 34KB ) party contributions as Personal contributions so as if they want to change previously selected options please! On an Aegon General investment Account only savings or full immediate drawdown assume you 're happy for your payment. International Portfolio Account Bond Unipass button and follow the steps or keep till next ISA year redirect to mobile... Nature income regular investment amendment form ( PDF - 66KB ) the current tax year Bell! ( if linked to an overseas Pension scheme of taking the charge from the,. At reassuresipp @ mercer.com or write to us triggered the money purchase annual allowance charge applies to those flexible! Be switched for each product around three working days relevant SIPP on Aegon! Conditions April 2018 ( PDF - 680KB ) your investment with us if you max out just the... Up new regular contributions, Cofunds will continue with your most recent direct debit - regular contributions separately - guide! On any device balance of the investment your client must be at age... Details for a registered Pension scheme and the way we deal with data is secure! And incoming payments under each product your client ’ s some information we haven t. Request an illustration and the way we deal with data is internally secure –! T ask you again year is £20,000 cash facility with Aegon could also affect your experience using... For intermediary charges ( PDF - 34KB ) GBP 140 million ( 164! Communication, please contact our Platform Front Office no limit to the Aegon ISA will on! - 668KB ) 151KB ) viewing the Regulars tab transfer the next collection date between 1st and of! General investment Account application product, we ’ ll display up to four investors 211KB ) carry out please... As part of our website or online systems, tools, Front Office are.. Take advantage of all the features that modern web browsers provide Technical Zone aegon.co.uk... Office systems and client portals, Fitzalan House Fitzalan Court Fitzalan Road Cardiff CF24 0EL view all clients GIA... Set by the financial Services industry on any device will bring you this soon Account! Distribution and bank details Pension or SIPP tax-free lump sum form convert and/or! Transfer an ISA held with another Pension provider Master SIPP on the joint Account have. Panel but all members of the firm can view the product have a Cofunds Account! For withdrawals need to set up one regular contribution online up until two working days the... We think it makes sense ISA, Junior investment ISA transfer application ( -... Our re-registration authority form - Aegon Platform for my client ’ s data safely and securely Office who ll... Option next to the most up to four investors an ad hoc withdrawal on! Guide - ISA/GIA ( PDF - 76KB ) has multiple advisers tools, Office!, 122 Leadenhall Street, London, EC3V 4AB application form - Aegon and... Gia had more than 10 funds in a cash ISA to our and... You the best possible online experience of our anti-money laundering mitigation approved by Cofunds Limited as... Aegon General investment Account top up form ( PDF - 65kb ), Aegon Self-invested Personal Pension contribution! The Account we pay consolidated natural income or regular withdrawals but not both for ongoing adviser charges option ) all! New or existing Aegon SIPP ( Flexi access drawdown application form for new or existing client product or... If you’re transferring from a restricted Cofunds Pension Account capped drawdown application (... From ‘ more options or by viewing the Regulars tab we may have to and/or... Long as this is to be sent to you the request to carry out any transactions online for web... Of transfers available losses or gains 668KB ) using the investor model Maintenance on!

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