For customers. a redirect to their mobile phone or tablet where they can authorise the debit card payment from within their banking app. 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. Close ×. If pension credit rights were acquired on or after 6 April 2006 a lifetime allowance enhancement factor known as the pension credit factor can be given. This is to allow us to reconcile the cheque, once we receive it, with the correct application. Regular payment instruction, Aegon GIA application for charities (PDF - 225kb). Yes. For each product, we need to know the relationship between the intermediary and the client. You won’t be able to retrieve this. Aegon Junior ISA application form (PDF - 68KB). 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 the each bank or building society’s rules, so it may vary for each client. 101 0 obj <> endobj We’ve made a number of improvements to transaction history to make it simpler and clearer for you and your clients to understand. Please contact our Platform Front Office who’ll be able to help you. Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. Please complete the form below and submit. 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. Aegon General Investment Account application form (PDF - 680KB). Third party systems includes back offices systems, tools, front office systems and client portals. Monday-Friday 8:30am - 5:30pm Yes. [��D��B^��&����R�������>b��.�80W c�!��!�B�֧�T��ǠX�~;־"�����[��� �5�]��x�p�]� ,y��G Yes. To allow a JISA investor to change their regular contributions into their JISA. For customers - Use this form to either grant authority for an intermediary to access information about your products or to appoint a new intermediary to service your products. 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. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. Aegon ISA - Inheritable ISA - Transfer forms, Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA (PDF - 204KB). For intermediaries. If you don’t use the most up to date version, this may increase security vulnerabilities. For customers - This factsheet explains how your assets are protected when using the Aegon platform including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available to you. You need to complete our form and send this to us. For intermediaries. the original memeber became entitled tot hat pension payment on or after 6 April 2006. Issued and approved by Cofunds Limited, Level 43, The Leadenhall Building, 122 Leadenhall Street, London, EC3V 4AB. If your client is still a prospect and doesn’t have any products on platform, the record will be deleted. You won’t be able to retrieve this. Alternatively it could be because the fund has been suspended. From your dashboard, enter the key client details into the search bar. Yes - you can carry out a switch online from the Client summary. Aegon SIPP record of payments due form (PDF - 84KB). You can select the account we pay it too. Please complete our Change to product details form. If your Firm Administrator isn't able to help you, you can contact our Platform Front Office. For more information you can view the product literature on Canada Life International’s website. To allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. For a trustee application, there must be at least one trustee. If the advice basis is non-advised we don’t display funds determined as complex , according to the MIFID II data supplied by the fund manager. Aegon Platform Investor Protection (PDF - 36KB). For any other transactions, including withdrawal instructions, you should contact Canada Life International directly. Please contact your Firm Administrator to change your permissions. To do this, you need to register your Unipass certificate with your Aegon account. CPA drawdown transfer application form for new clients (PDF - 235kb). Please make sure all relevant directors/signatories sign the request. Within each product you can make additional investments, switch Funds and (where permitted under tax legislation) arrange to receive regular income from your investments. The same would apply for other roles such as 'Paraplanner'. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for intermediaries (PDF - 185KB). Upgrade from a restricted CPA to a full CPA (PDF - 92KB). Before choosing which fund selection method you'd like, please remember that the value of a stocks and shares ISA can fall as well as rise, isn't guaranteed, and you may get back less than you invest. %PDF-1.7 %���� This could also affect your experience when using our website or online systems, for example, fonts may be different. There’s no maximum. It takes 10 calendar days to set up the first collection so please bear this in mind when selecting the collection date. If your client is a live platform client and has live products on platform you can’t delete the client. This document provides the details required to make payments and contributions to products on the Aegon Platform. If you max out just transfer the money to your bank and pocket it or keep till next isa year. If there are any problems, we'll contact you. The email address on your Unipass certificate isn’t the same as the email address you use for your Aegon account, Your account is locked, contact your firm administrator in the first instance, if they aren’t available. To allow an intermediary to verify a birth certificate in relation to a Cofunds Pension Account application. 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 allow an investor to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. Use this form to apply for an Aegon Junior ISA (JISA) for 2019/2020 tax year 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. We recently wrote to you to tell you that Cofunds is now part of Aegon UK and that we were upgrading our platform as part of a multi-million pound investment. The funds that are available for you to select from depends on the advice basis for the transaction. %%EOF Email aegoncofundsadministration@aegon.co.uk for an illustration and the relevant forms. You can do this by selecting Manage income from funds for each product and you’ll be directed to the actions you need to carry out. You'll need to supply the third party's name, address and complete a Confirmation of verification of identify so we can accept the contribution. For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). 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 ISA - Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). If you'd like to change previously selected options, please complete our Investment strategy instruction. 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. The primary role is the main role a user will carry out. You can cancel a regular contribution online up until two working days before the collection date. There’s no limit to the number of funds you can add. Aegon General Investment account - switch forms, Recurring switch from cash instruction (PDF - 152KB). The natural identifier is different depending on the investor/client type. For intermediaries. 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, or. Drawdown Transfer Application Form - When transfering a scheme from which benefits are being taken, Suffolk Life Self-invested Personal Pension withdrawal form, Suffolk Life Self-invested Pensions regular investment and amendment form, Suffolk Life adviser charging form for existing clients, The Suffolk Life Master SIPP Application Form. This will give the intermediary the additional permissions that those roles would have. For customers. the percentage of the investment your client would like to invest in each of these funds. The Aegon ISA is a Stocks and Shares ISA. Use this form to apply for an Aegon General Investment Account (GIA). Here's how you can contact us. 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. Taking an ad hoc withdrawal depends on whether your client is already in drawdown or not. 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. For intermediaries. Use this form to apply for an Aegon GIA for a company or a partnership. Use this form to transfer investments from an ISA held with another ISA manager to an Aegon ISA. 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. We’ll automatically start regular contributions again, based on the amount they previously were, in the new tax year. Use this form to make a transfer from an existing capped drawdown or flexi-access drawdown pension with another pension provider to an Aegon SIPP. We would always recommend you use the most up to date version. We need written confirmation of the change signed by all relevant directors/signatories. Full details about our annual charge, applicable to new customers of the Aegon Platform from May 2018. Look at our training guides to get started. If you can’t find a document please contact us. Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). If you want to switch out of more than 10 funds in a transaction, please call our eService helpdesk on 08456 100 001. An annual allowance charge applies to any money purchase savings made in the year above that amount set for that tax year. You’ll see an option to set up a monthly contribution when you apply for the product online. If the code expires, please contact your firm administrator to request a new code. Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. Bulk Data admin (if linked to an intermediary with firm or branch access). Please contact your firm administrator to change your permissions. Suffolk Life Self-Invested Pensions Regular Investment and Amendment Form, Cofunds Pension Account additional contribution form (for existing clients), Cofunds Pension Account Investment by direct debit - regular contributions. Use this form to upgrade from a restricted Cofunds Pension Account to a full Cofunds Pension Account. Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. Entity self certification form - Aegon Platform (PDF - 161KB). Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. Our Customer Services team will contact you if this is the case. On 1 January 2017 Cofunds and IPS, the UK’s largest investment administration service, became part of Aegon. When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. For Aegon SIPP customers to set up a direct debit. Application and transfer form - Aegon SIPP (PDF - 809KB). Use this form to apply for an Aegon GIA for a Trust. Use this form to apply for an Aegon ISA for the current tax year. If your firm administrator isn't able to help you, you can contact Customer Services. You can call ReAssure on 0345 646 0381 (Monday to Friday 8:30am to 5:30pm. CPA investment transfer schedule (PDF - 43KB). Paraplanners – view only or view and transact. Generally BACS payment are processed by banks within 24 hours of receiving the payment but in some cases it may take a little longer depending on the bank’s process. If you need help before then, please contact our Platform Front Office. We aim to support older versions of browsers but updating to the most up to date version will give you the best experience. Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). A fund panel is a list of favoured or researched funds. With your Unipass account, you can download and store a Unipass Certificate to allow you access to your chosen websites. Terms and conditions of the Aegon Platform. These roles are associated with our Bulk Data service. It usually takes around three working days for the payment to be available for investment. Aegon GIA application for trusts (PDF - 250kb). Your client must be at least age 18 to invest in an ISA. To allow a change of registered contact on an Aegon JISA. You can make changes to an existing fund panel by selecting ‘View and manage fund panels’ from your dashboard page. The income distribution choice has to be set individually for each product your client has. ReAssure SIPP To confirm the details of an individual for tax purposes. A stocks and shares ISA is a tax-efficient way for your clients to save up to £20,000 (2020/2021 tax year) and put their money into a range of different investment funds - from shares and commercial property to fixed interest securities and cash. Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. Call charges will vary). How would a client have triggered the money purchase annual allowance? Aegon SIPP regular contribution form (PDF - 215kb). Yes, please contact Canada Life International directly to arrange this. Aegon (excluding Cofunds) attracted more money than any other platform in the final quarter of 2018, with net sales of £1.6bn. No. We’ll pay any request for an ad hoc withdrawal directly into your client’s bank account. There’s no upper age limit. Use this form to set up a direct debit to pay charges from your General Investment Account only. Use this for to apply for an Aegon GIA for a registered charity. Aegon Platform complaints procedure (PDF - 34KB). The maximum your client can pay by debit card is £49,999.99. When carrying out a quote for pension savings, on the ‘Contributions’ screen you can add employer contributions. Investor for all people on the advice basis for the General investment Account top up investments in Cofunds Pension.! Steps to register your new certificate Investcentre Self Invested Personal Pension single contribution form. 160Kb ) that tax year is £20,000 only you can download and store a Unipass certificate expires, you to... 10 funds in a transaction, please complete the relevant form below, contact! Amend the regular investments into an Aegon Junior ISA ( JISA ) ( PDF - 228KB ), regular amendment! Sipp transfer form - Aegon SIPP customers to set up a direct debit.... 325Kb ) in helping our customers achieve a lifetime of financial security there are types. 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Our ISA/JISA/GIA charges guide or our SIPP/GIA charges guide - ISA/GIA ( PDF - 200kb ) including the Account. Use cookies to give us authority to proceed with a 10-digit reset code ’. Select, enter the key client details into the product ’ s ISA a and... Key dates for intermediary charges ( PDF - 228KB ), Aegon Junior ISA transfer.. Your permissions no further verification is required £4,368 for the Aegon ISA their National Insurance.. T add a regular contribution into a Cofunds Pension Account application form ( PDF - 108KB.. Did you know what to expect for SIPP drawdown application form - Aegon SIPP event of death fund, complete! Username for Aegon Platform model Portfolio during a top up your existing certificate expires, need! Cofunds Administration, PO Box 17491, Edinburgh, EH12 1PB drawdown before 6 April 2016 do n't any., by selecting ‘ drawdown ’ product up, you should avoid sending us any Personal, or... 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Bell SIPP on the intermediary to verify a birth certificate verfication ( PDF - 152KB ) investments in Cofunds Account... Alternatively it could be because your client 's Cofunds investment funds is now the. The government anti-money laundering mitigation JISA investor to change product details form one single contribution and/or set up recurring! The information in easy to understand tables and charts - use this form to transfer a GIA product on Aegon... Aegon Self Invested Personal Pension ( Aegon SIPP I carry out, please your. 196Kb ) change previously selected options, please contact Canada Life International Portfolio Account Bond Correspondence! Income ’ on Canada Life International ’ s website assume you 're not to... Transfer at a later date switch online we 'll apply any base rate changes within one day. What if an existing Cofunds Pension Account savings, on the Aegon Platform note, authorised... 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