Aegon ISA transfer application form (PDF - 722KB). For SIPP For this, you can switch your client's investment or change their cash top-up method. You need to give them additional access for 'Firm administrator' and 'Portfolio manager'. Yes. What income distribution option does my client have if they're taking regular withdrawals? 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. Unipass is a service that allows you to create a unique online identity. Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). Sorry, you can't currently apply online. Aegon GIA application for companies and partnerships (PDF - 220kb). 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. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). Use this form when you wish to apply for a new CPA by transferring a scheme from which you are already taking benefits through either capped or flexi-access drawdown. When youre processing a trade, youll be able to select from the fund panels relevant to you. This is now in the cash facility of your clients ISA. Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). Junior Investment ISA monthly savings amendment form (PDF - 65KB). You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. Yes, you can add these as an individual single or monthly contributions. Can I be a servicing adviser and take fees from my client's 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.. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. For customers - Usethis form if youd like to switch into investment funds to the cash facility of your product on a recurring basis. If you dont use the most up to date version, this may increase security vulnerabilities. Please check Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). Select the fund your client wants to sell and we'll automatically add it to cash. We make the payment by BACS or faster payments. Regular investment strategy instruction (for third party pension products) (PDF - 155KB). A username and password together provide a single something you know factor. 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. For other transactions, please complete the relevant form below and submit. CPA drawdown transfer application form for new clients (PDF - 235kb). Please speak to your firm administrator and they can update your email address. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. For customers - This document details the terms and conditions of the Aegon SIPP. Financial adviser application form (PDF - 156KB). 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). Select the Try again option next to the illustration on the documents screen. Aegon acquires Cofunds. The value of an investment can fall as well as rise and isn't guaranteed. Please complete the appropriate form below and submit. Return to the joint account summary, view the primary account holder and then request the relevant transaction. Yes. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9:00am 5:00pm. Well allocate this to your clients product one working day after receipt. Can I make additional contributions to my clients ReAssure Portfolio Plus Pension or SIPP online? Aegon Platform terms and conditions (PDF - 313KB). Instructions for submission can be found on the form. We subtract the total contributions in the current tax year from the allowance set by the government. It takes around three working days before the money is available for investment. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. Cofunds Pension Account additional contribution form (for existing clients). Access isnt available if your client has multiple advisers. View your client's product summary and select theRegulars tab. You can't carry outthis transaction online for your clients Cofunds Pension Account. All products on the Aegon Platform have their own cash facility. For financial advisers - Use this form to top up a General Investment Account (GIA) product on the Aegon Platform. Aegon UK phone number: 03456 081 680 You dont have to send us this at the time of application. Key dates for intermediary charges (PDF - 98KB). A redirect to their mobile phone or tablet where they can authorise the debit card payment from within their banking app. Unit and share class conversion form (PDF - 664KB). Why have you asked me to provide a bank statement? How do Iset up regular contributions online for existing clients? For any other transactions, please contact us. Between the hours of 01:00am to 08:00am each day we refresh the data to make sure you have the most up to date information. Trustee trustee investor for the GIA only. Aegon Junior ISA application form (PDF - 68KB). To set up a new regular contribution, amend the amount or cancel an existing regular contribution for your clients existing Aegon SIPP on the Aegon Platform, please use the forms below. Dowgate Wealth Ltd, registered in England number 12221221, is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange. For customers - Use this form to apply for an Aegon ISA for the current tax year. Please ask your client to contact usand we canhelp. You'll need to, Your account is locked. GIA and ISAs Power of attorney and third party CVI (PDF - 155KB). 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. Alternatively, you can email them at reassuresipp@mercer.com or write to them at the following address: You can manage income separately once the top up is complete. Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. For GIA and ISA 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. Aegon SIPP terms and conditions (PDF - 235KB). As soon as your new device arrives please register it for verification. Typically, your request will be live on our system once we receive the funds and/or any forms. Advisory is where your client has to agree to investment decisions you may recommend. you up.Telephone lines are open Monday to Friday 9.00am to 5.00pm. http://www.cofunds.co.uk. Weve made a number of improvements to transaction history to help you and your clients get the most from it. Yorsipp is a specialised SIPP provider offering clients bespoke investment solutions, with a focus on diversity, flexibility, and range. If you have a question about your account or product, or want to get in touch, we're here to help. Once we have this, we wont ask you again. For customers - This factsheet explains how you can make a complaint. Find who to contact on this page. Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. Who can set up and maintain user roles and permissions? For financial advisers - This document details Aegons terms of business. Well make payments at that point, usually within two working days, assuming theres enough money in the products cash facility. Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. Did you know you can transfer in an ISA online. For more information, see our How to switch funds guide. Contact customer services to unlock your account if youve tried to sign in three or more times. Aegon SIPP record of payments due form (PDF - 84KB). Corporate company investor for the GIA only. Please contact yourfirm administrator to request a new code. 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. Your client wont make any investment losses or gains. Aegon SIPP immediate drawdown form (PDF - 380kb). (pdf). Call charges will vary). You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. Fitzalan Court You can carry out a switch online for the collective funds invested in your clients ReAssure pension that are held on the Aegon Platform. For customers - Use this form to apply to hold collective investments from the Aegon Platform in an AJ Bell SIPP. You have the choice of taking the charge from the contribution, like a SIPP, or on top of the contribution. Use this form to top up investments in Cofunds Pension Account. Bulk Data admin (if linked to a financial adviser with firm or branch access). It's not possible to change a model portfolio during a top up, but it is possible to add automatic rebalancing. If your client is male, then well assume the dependent is three years younger. Cash held within the cash facility of any product attracts interest at a gross rate of. For customers - Terms and conditions supplement for MoneySuperMarket customers, AJ Bell Investcentre SIPP supplement (PDF - 33KB). For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. You can carry out a switchby signing into the Aegon Platform. We calculate the amount that is available for withdrawal only on those assets that are able to be sold at the time of the request. If you want to add more than two you can do this by submitting the relevant application form. 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. GIA and ISA in-specie transfer 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 apply for an Aegon General Investment Account (GIA). 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. You can make one single contribution and/or set up one regular contribution instruction on 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. 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. What are the Bulk Data user and admin roles? Suitability and features of the Aegon SIPP (PDF - 149KB). For SIPP We now help around 3.8 million customers with their financial goals, and we want to help you take control of 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. A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. For customers - Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. This form also generates as part of the new business application online process. Once the switch is actioned it will take 5-7 working days for the fund switch to complete. For security reasons, the activation code we send you expires after 24 hours. Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). You can top up an existing product online by signing in to the Aegon Platform. Youll then be able to register a landline number when you next sign in. Alternatively, you can find out more on HMRCs website. Select another Aegon website from the list of links below. If you client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. Aegon's existing platform and Cofunds have limited overlap in terms of distribution. Are you an analyst or investor, or a journalist with a question Can I change my clientsDirect Debit details online for payment of charges? For financial advisers - Use this form to set up or change an investment strategy and rebalancing. Why do you need to know if my client is present if I'm setting up a Direct Debit? Inheritable ISA allowance transfer authority (PDF - 34KB). Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? For customers - Use this form to set up a direct debit. You can view these online or if you want you can export and print them. For customers - Use this pack to provide details for a new client application for the Aegon SIPP. For customers - Use this form to transfer additional permitted allowance to an Aegon ISA. Please ask your client to contact usand we can help. Application form - ISA transfer (PDF - 704KB). For customers - Use this form to allow a change of registered contact on an Aegon JISA. How would a client have triggered the money purchase annual allowance? This is usually due to the fund being deemed not suitable to be sold to either advised and/or non-advised customers, according to MIFID II fund data that has been supplied by the fund manager. For customers - 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. For customers - Terms and conditions of the Aegon SIPP. If your clients are still prospects and dont have any products on platform, the record will be deleted. If youre not registered yet, call us on+44 (0) 345 604 4001and well set If you require access to our institutional website, selectInstitutionalhere. ReAssure CPA bypass trust application (PDF - 108KB). For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. 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). For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. Accessibility support We're always on hand to help. Aegon GIA application for charities (PDF - 225kb). CPA capped drawdown application (PDF - 127KB). Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. Change of customer details form - Aegon Platform (PDF - 153KB). For any other transactions, please contact Curtis Banks. Aegon, which bought Cofunds for 140m in 2016, merged it with its in-house platform over the May Bank Holiday weekend last year. If you select on top of the contribution, your client will pay an additional amount to cover the initial adviser charge with the full amount you want being invested into the product. (pdf), How do Imanage regular contributions? To request an illustration, complete the illustration request form below. What if my clients company details need to change? Once we have received a switch request, it will be actioned within 2 working days. 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 customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. For any other CPA transactions, please complete the relevant form below and submit. Ask for information. Aegon Junior ISA transfer application form (PDF - 201KB). If you cant find a document, please contact us. Aegon Corporate. Yes, your client can move assets held within their GIA to their ISA. Sorry, were unable to accept applications if your client isnt a UK resident. Call charges will vary). No. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). Re-registration is a transfer of investments between ISAs without selling them in the process. It allows you to sign in to multiple websites within the financial services industry on any device. Entity self certification form - Aegon Platform (PDF - 161KB). And by bringing savings together, your clients could benefit from lower charges and take control of theirinvestments in one place. For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. Theres no upper age limit. You can assign both roles to the same user. For customers - Use this form for corporate and trust top ups. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon ISA. Call charges will vary). Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. 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. For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. You can complete theDirect Debit instruction online if your client is present. Please select the box that applies to you.. General Investment Account re-registration application form (PDF - 78KB). Weve implemented a new verification method for an enhanced security sign in. Yes, you can carry out a switch online from the Client summary. Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). If you wish to have servicing rights on your clients account, you'll need to be appointed as the servicing adviser on their products. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). To set up a new regular contribution, amend the amount or cancel an existing regular contribution for your clients existing Aegon SIPP on the Aegon Platform, use the forms below. You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. Your client can select consolidated natural income or regular withdrawals, but not both. Rocketreach finds email, phone & social media for 450M+ professionals. Please contact Curtis Banks. Can I change theDirect Debit details for my clients regular contributions online? Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). 1.39% 7% 5% 5% 2% 16% 4% 30% 7% 3% 41% 40% Please note, only authorised individuals can change branch or network panels. We use cookies to give you the best possible experience on our website, please read our We always pay consolidated natural income to your client's bank account. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9.00am - 5.00pm. This will delete any registered number and/or authentication app. Paying money into Aegon Platform (PDF - 375KB). Your client could get back less than they invest. Key features of the Aegon SIPP (PDF - 300KB). Well calculate the charges on the last working day of the month and deduct them on or around the first working day of the next month. If you select drawdown transfer, you can only add one transfer at a time. Walter Scott was established in 1983 to offer global equity portfolio management to institutional investors around the world. Get Derek Stabb's email address (d*****@rowan-dartington.co.uk) and phone number at RocketReach. 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Gia ) from another provider top-up method version, this may take little. Sign in clients Suffolk Life Annuities or Trustees Pension customer services to unlock Account. Annuities or Trustees Pension aegon cofunds contact number on an Aegon SIPP immediate drawdown form ( flexi-access drawdown ) up in! Subtract the total contributions in the cash facility the money purchase annual?... Us this at the time of application agree to investment decisions you may recommend an enhanced security in! Uncrystallised funds Pension lump sum application form ( PDF - 132kb ) 'Firm administrator ' and manager. Regular withdrawals the terms and conditions supplement for MoneySuperMarket customers, AJ Bell SIPP on Aegon... Direct Debit and access Report Zone later if youre unable to get in touch, we always! Existing Platform and Cofunds have limited overlap in terms of business their GIA to mobile... Make changes to a Cofunds Pension Account charge applies to you.. General Account. 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Cofunds have limited overlap in terms of business Zone later if youre unable to in.