Cofunds Nominee Ltd, which is dedicated to securely holding investments separately from Aegon’s own corporate assets and prevents Aegon from mixing investors’ money with its own. Use this form to set up a direct debit to pay charges from your General Investment Account only. You can move a client between model portfolios by using the Investor Model Maintenance link on the Intermediary Dashboard. ... charge back in the form of a rebate. Direct debit mandate - GIA (charges) (PDF - 75KB). Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). If you’re transferring from a cash ISA to our stocks and shares ISA, you’re actually transferring between two very different products. For more information including questions and answers view our Changes to the Legal & General bond and pension products. Entity self certification form - Aegon Platform (PDF - 161KB). endstream endobj 107 0 obj <>/ExtGState<>>>/Subtype/Form>>stream the pension credit is held in a registered pension scheme and was acquired on or after 6 April 2006; it's derived from a pension benefit from the same or another registered pension scheme that was already in payment to the original memeber at the time of the pension sharing order, and. On the product summary screen, you can select ‘Manage regular contributions’ from ‘More options’ or by viewing the ‘Regular contributions’ tab. Direct Debit mandate for customers to make regular contributions to their Cofunds Pension Account. We’d need written confirmation of the change of address signed by all relevant directors/signatories. Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). ... Bella Caridade-Ferreira, CEO of Fundscape, said: "Fund … the original memeber became entitled tot hat pension payment on or after 6 April 2006. We’ll make payments within two working days, assuming there’s sufficient cash in the product’s cash facility. Use this form to convert investments you hold with Aegon between different share classes within the same investment ... (KIIDs) and/or Fund Key Features Document. Complete 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. If your Firm Administrator isn't able to help you, you can contact our Platform Front Office. Use this form to switch investments that you currently hold with Aegon. You can set up a panel by selecting ‘Create new fund panel’ on your dashboard. Re-registration is a transfer of investments between ISAs without selling them in the process. View your client's product summary and select Regulars tab. We display the information in easy to understand tables and charts. Unipass is a service that allows you to create a unique online identity. 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. 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. To confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. See more FAQs for Issues with your details, Aegon Platform – improved transaction history, Junior investment ISA monthly savings amendment form, Ad hoc income request for an Aegon SIPP (flexi access drawdown) form, Uncrystallised funds pension lump sum form, Aegon Self-invested Personal Pension single contribution top-up form (with adviser charges option), Suffolk Life self-invested pensions regular investment and amendment form, Death benefit nomination/expression of wish form, Aegon General Investment Account joint holders form, Death benefit nomination/expression of wish form, Changes to the Legal & General bond and pension products, Junior Investment ISA monthly savings amendment f, Child Trust Fund to Junior ISA transfer application. If you don’t use the most up to date version, this may increase security vulnerabilities. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). CPA birth certificate verfication (PDF - 52KB). As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. Sorry, you’re not able to carry out any transactions online. They can also, fully or partially, crystallise benefits. If you'd like to change previously selected options, please complete our Investment strategy instruction. We would always recommend you use the most up to date version. We give all clients a GIA so they can pay their charges from here if they want to. 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. You can't make changes to a regular contribution 10 calendar days before a collection and three working days after the next collection date. Please consider this when sending us sensitive information. You can select a collection date between 1st and 28th of the month. What if an investment fund is missing a factsheet? Use this form to give us authority to proceed with a transfer into an Aegon SIPP. Your Unipass certificate may not be registered with your Aegon account. Suffolk Life adviser charging form (PDF - 65KB), To allow an intermediary to take a charge from a Suffolk Life product, Regular investment strategy instruction (for third party pension products) (PDF - 155KB). Use to set up the recurring switch from the cash facility with Aegon. 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. Yes. The annual commission rebates can be seen here too and invested directly in funds provided you do not go over the max isa investment limit per tax year. Aegon ISA re-registration application form (stocks and shares) (PDF - 174KB). To allow an intermediary to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. Use this form to transfer investments between Aegon GIAs held by different customers. 149 0 obj <>stream For any other transactions, please contact our Platform Front Office. To allow an intermediary to verify a marriage certificate in relation to a Cofunds Pension Account application. Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). Before deciding if you want charges to come out of your client’s GIA, you should make sure this is a tax efficient way pay charges by taking into consideration the product they have. Curtis Banks SIPP supplement (PDF – 33KB). To do this, you need to register your Unipass certificate with your Aegon account. Sorry, we’re unable to accept applications where your client isn’t a UK resident. To allow an investor to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. Using one of these new options (for example, taking drawdown income from a flexi-access drawdown plan, or an uncrystallised funds pension lump sum) is called ‘flexibly accessing pension rights’. Use this form to apply for an Aegon ISA for the current tax year. Use this form to upgrade from a restricted Cofunds Pension Account to a full Cofunds Pension Account. Canada Life International Portfolio Bond supplement (PDF - 30KB). We take great pride in helping our customers achieve a lifetime of financial security. We’ve included a summary of the changes below. Cofunds Pension Account additional contribution form, Cofunds Pension Account Investment Transfer Schedule, Cofunds Pension Account transfer request form, Cofunds Pension Account drawdown transfer request form. 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. For information about this, please contact our Platform Front Office. The ex-spouse's or former civil partner's lifetime allowance is enhanced by applying the pension credit factor. % % % % % % % % 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. BT's network arm Openreach to take on 2,500 extra engineers and switch to electric vans ... Aegon and Cofunds investors frozen out of accounts for a month. If your client is invested in funds through the GIA that don’t show, this will be because they're currently suspended. 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. It's not possible to change a model portfolio during a top up but it is possible to add automatic rebalancing. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for intermediaries (PDF - 185KB). This Trust Deed is presented as a draft only. 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. A fund panel is a list of favoured or researched funds. For more information you can contact Legal & General by email at ifa.response@landg.com or write to them at the following address: Legal & General Assurance Society Limited. You have the choice of taking the charge from the contribution, like SIPP, or on top of the contribution. Please contact your Firm Administrator to change your permissions. If someone does this, from then on they're subject to a lower annual allowance threshold for new money purchase savings into their pensions. If you've just activated your Aegon Platform account, it will be the next working day before you can use this. Terms and conditions supplement for Junior ISA. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. For intermediaries - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. 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. Sorry, you’re not able to carry out any transactions online for your client’s Cofund’s Pension Account. To confirm the details of an entity for tax purposes. 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. No. AJ Bell Investcentre SIPP Regular Investment Amendment Form. Aegon ISA - Inheritable ISA - Transfer forms, Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA (PDF - 204KB). A charge may be applied when you switch units a … Use this form to transfer an ISA from another ISA account manager : Your client can move assets held within their GIA into their ISA. CPA employers contribution authority (PDF - 78KB). We’ll act on and process the request as soon as possible. For any other transactions, including top up and withdrawal instructions, you should contact Canada Life International directly. Or, select View all clients and use the Advanced search or Filter search results. Get in touch with us if you're having trouble finding what you are looking for. Aegon Junior ISA transfer application form (PDF - 201KB). We may have to request additional information to complete the request. View your client's product summary and select Regulars tab. Aegon, Cofunds’ new parent, is upgrading the back-end technology and will run the combined retail assets on a single technology platform. Use this form to add and/or remove joint holders to an existing Aegon General Investment Account. If there are any problems, we'll contact you. Use this form if you have an Aegon SIPP and want to transfer the benefits from that plan to an overseas pension scheme. We'll calculate interest on a daily basis and we'll pay any interest due monthly into your cash facility after deduction of basic rate tax where applicable. No. 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. 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 The primary role is the main role a user will carry out. For existing customers to top up investments in Cofunds Pension Account. 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. �Gm All products on Aegon Platform have their own cash facility. This is now in the cash facility of your client’s ISA. You can top up your client’s ISA as long as this is within their yearly ISA allowance. Yes. the total amount your client is looking to move into their ISA; the names and SEDOL numbers for the funds your client would like to invest the contribution in; and. You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. Instruction to switch funds GEN31 V12 0520 For example, if you want to sell half of your Managed fund units: insert ‘Managed fund’ and ‘50%’. To allow an intermediary firm to apply to transact on the Aegon Platform. Aegon Platform terms and conditions (PDF - 313KB). Alternatively you can email them at reassuresipp@mercer.com or write to them at the following address: No. Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. Use this pack to provide details for a new client application for the Aegon SIPP. You can’t make changes to a regular contribution 10 calendar days before a collection and three working days after the next collection date. You can carry out a switch online for the collective funds invested in your client’s ReAssure pension that are held on the Aegon Platform. You need to set up the third party systems before data can be fed through. Web chat open: 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. Report Zone gives you access to lots of different reports that can help you identify opportunities, keep track of business and demonstrate the value of your advice. endstream endobj 106 0 obj <>stream Corporate – company investor for the general investment account only. ����t"� ��r�w!����y-a.��|D�{�&UN?��|g'ȍ�7��q.��� '�Q��c�o���4x_���.�?�����%�1z���I���A[� �n!����B*L���4�O '���`���@v21@�] Yes. Alternatively, you can find out more information on Legal & General’s website. We use cookies to give you the best possible experience on our website, please read our Please note that this document doesn’t cover Aegon Retirement Choices. If you leave this section blank, Cofunds will continue with your most recent Direct Debit instruction. When you enter your client's debit card details to pay for a single or top-up contribution, WorldPay will automatically check to see if their card is enrolled in the 3D Secure scheme. Terms and conditions supplement for the Canada Life Bond (Ireland). Platform charges guide - ISA/GIA (PDF - 228KB), Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). ... Aegon ISA charge = £15,000 multiplied by 0.4944% = £6.18; 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). You can change the sell-down method by using the Change to product details form. Did you know you can transfer in an ISA online. Please contact your Firm Administrator to request a new code. 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. If you've set quarterly automatic rebalancing, the first rebalance will take place four months after that on the 19th of the month and then quarterly on the 19th thereafter (unless automatic rebalancing is stopped). You can contact ReAssure by phone on 0345 646 0381 (Monday to Friday 8:30am to 5:30pm. Call charges will vary). For intermediaries to complete on behalf of the customer, to request a recurring switch into a cash fund only. Charges may apply, please check your provider's tariff. For any other transactions, you’ll need to contact ReAssure by phone on 0345 646 0381 (Monday to Friday 8:30am to 5:30pm. Bulk Data user (if linked to an intermediary with firm or branch access), and/or. To confirm the details of an individual for tax purposes. CF24 0EL. Aegon Platform Investor Protection (PDF - 36KB). Using this online fund switch facility you can choose to switch out of a maximum of 10 funds in one transaction. For intermediaries. You can set up or maintain regular contributions separately. Your client can pay charges from their nominated GIA for: Yes. After each benefit crystallisation event we send your client a statement with details of it. Aegon GIA application for trusts (PDF - 250kb). Please make sure all relevant directors/signatories sign the request. All clients need to be UK resident. Yes, you can add these as an individual single or monthly contribution. If there isn’t enough cash in the product’s cash facility to make the payment and your client hasn’t nominated a specific investment to sell down, we’ll sell down the largest investment within the product. For customers. If you haven’t already activated your Aegon account, you need to do that first using your username and password – not your Unipass certificate details. We'll apply any base rate changes within one working day. Cardiff To amend the regular investments into an existing AJ Bell SIPP  on the Aegon Platform. We only accept PSTR numbers online. In this form, Aegon means Cofunds Limited. If you select on top of the contribution, you're client will pay an additional amount to cover the initial adviser charge with the full amount you want being invested into the product. Aegon Junior ISA transfer authority (PDF - 59KB), Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). Changing your email address will also change your username for Aegon Platform. On 1 January 2017 Cofunds and IPS, the UK’s largest investment administration service, became part of Aegon. Our email system and the way we deal with data is internally secure. Use this form to apply to take pension fund as a small pots lump sum. �\sO Your client won’t make any investment losses or gains. fund or funds you have selected to be sent to you. The flexible ISA subscription rules introduced on 6 April 2016 don't apply to this ISA. Close ×. For this reason, we switch off auto-rebalancing. What if an investment fund is missing a factsheet? AJ Bell Investcentre SIPP Application Form (PDF - 123kb). Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). Use this form to top up your existing Aegon ISA. Please ask your client to contact our Platform Front Office who’ll be able to help. Discretionary fund manager charge 6 Other investment charges 7 ... Products covered by this guide • Aegon Individual Savings Account (ISA); • Aegon Junior ISA, and • Aegon General Investment Account (GIA). 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. To transfer a JISA from another provider onto the Aegon Platform. Aegon ISA transfer application form (PDF - 65kb), Aegon Junior ISA application form 2019/2020 (PDF - 205KB). For customers. Please contact your firm administrator to change your permissions. You can enter an amount above the annual allowance when adding contributions however you need to consider your client's individual circumstances including: A disqualifying pension credit is a pension credit that is paid from funds that were already in payment when the pension sharing order was implemented. A joint account can have up to four people including the primary holder. We need written confirmation of the change signed by all relevant directors/signatories. From your dashboard, enter the key client details into the search bar. For customers. The funds that are available for you to select from depends on the advice basis for the transaction. Your clients should complete our Change of customer details form. Percentage of units to be switched For each fund you select, enter the percentage that you want to switch 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. Terms and conditions supplement for the Canada Life International Portfolio Account Bond. For security reasons the code we send you expires after 20 minutes. For company applications, there’s no minimum or maximum number of directors. Please contact our Platform Front Office who’ll be able to help you. You can email us at aegoncofundsadministration@aegon.co.uk. Death benefit nomination/expression of wish form (PDF - 72KB), Used to nominate a beneficiary in the event of death. ReAssure SIPP A network panel is similar to a branch panel but all members of the network can view and use this. 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. Use this form to switch investments that you currently hold with Aegon. When your existing certificate expires, you’ll need to follow these steps again to register your new certificate. Cofunds Pension Account Annuity Purchase form (Immediate Vesting Option), Cofunds Pension Account Annuity Purchase form (Open Market Option), Cofunds Pension Account Client Declaration Form, Cofunds Pension Account Confirmation of Verification of Identity (Non-Private Individual), Cofunds Pension Account Confirmation of Verification of Identity (Private Individual), Cofunds Pension Account Marriage/Registered Civil Partnership Certificate Verification form, Cofunds Pension Account Expression of Wish form (for existing clients). Allowance charge applies to those in flexible drawdown before 6 April 2015 long this... Credit factor announces the acquisition of Cofunds from Legal & General Bond and Pension products receive funds... 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