For any other transactions, please contact Curtis Banks. For customers - Use this pack to provide details for a new client application for the Aegon SIPP. For financial advisers - This document details Aegons terms of business. Application form - ISA transfer (PDF - 704KB). If there are any problems, we'll contact you. 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. 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. If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. If you wish to have servicing rights on your clients account, you'll need to be appointed as the servicing adviser on their products. No, Letter of authorities are applied to accounts for information purposes only. We use cookies to give you the best possible experience on our website, please read our Can my client pay the initial adviser charge by Direct Debit? Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. Once the switch is actioned it will take 5-7 working days for the fund switch to complete. What do you mean by habitually resident in the UK? When we make the change, both you and your client will both be able toview this. Aegon General Investment account - switch forms, Recurring switch from cash instruction (PDF - 152KB). Well automatically start regular contributions again, based on the amount they previously were, in the new tax year. No. Can I make regular contributions online for my clientsReAssure Portfolio Plus Pension or SIPP? Estimated processing times Before deciding if you want charges to come out of your clients GIA, you should make sure this is a tax-efficient way to pay charges by taking into consideration the product(s) they have. 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. Log in. If you select drawdown transfer, you can only add one transfer at a time. 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. For any other transactions, including top up and withdrawal instructions, you should contact Canada Life International directly. Contact us For analysts and investors. Youll then be able to register a landline number when you next sign in. No. 2nd Floor, Fitzalan House Key features of the Aegon JISA (PDF - 210KB). These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. For any other transactions, including withdrawal instructions, please contact Canada Life International directly. Our platform gives you one-stop access to a universe of investment opportunity - to and through retirement. For customers - Use this form to transfer additional permitted allowance to an Aegon ISA. This Trust Deed is presented as a draft only. For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. To request an illustration, complete the illustration request form below. Aegon Platform terms and conditions (PDF - 313KB). To access their documents, select the Cofunds Correspondence button on the client summary. Bulk Data admin (if linked to a financial adviser with firm or branch access). For SIPP Did you know you can transfer in an ISA online. 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. 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. For GIA and ISA Our guide will help you through the process. Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). You are about to leave the audited section of Aegon's 2016 Review. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). You can't carry outthis transaction online for your clients Cofunds Pension Account. If youre not registered yet, call us on+44 (0) 345 604 4001and well set Fitzalan Road Block due to legislation you can only add one. Junior Investment ISA monthly savings amendment form (PDF - 65KB). There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. If the third-party system has seamless integration the Bulk Data admin role needs to set this up. Wed need written confirmation of the change of address signed by all relevant directors/signatories. When your existing certificate expires, youll need to follow these steps again to register your new certificate. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). Can I re-register assets from another plan? This will delete any registered number and/or authentication app. For customers - Terms and conditions supplement for the Curtis Banks SIPP. Once verification is complete, you'll see a message on screen (and your client will receive an email) confirming if the payment was successful or not. To do this, you need to register your Unipass certificate with your Aegon account. It lets you When carrying out a quote for pension savings, on the Contributions screen you can add employer contributions. If youre not registered yet, call us on +44 (0) 345 604 4001 and well set you up. When you need to sign into the platform to obtain a new certificate, youll be asked to enrol a verification method at this point. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. Bulk Data user (if linked to a financial adviser with firm or branch access), and/or. 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. Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). 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). If you need other information, please contact us. 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. Here you will find FAQs, advice on how to use the site, and how to get in touch about support for your Aegon products. Sorry, you're not able to carry out any transactions online for your client's Cofunds Pension Account. Your client can take regular withdrawals if theyre only invested in accumulation funds. 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. For financial advisers only - THis document gives full details about our annual charge, applicable to new customers of the Aegon Platform from May 2018. If you've set yearly automatic rebalancing, the first rebalance will take place 13 months after this on day 19 of the month, and then yearly on day 19 thereafter (unless automatic rebalancing is stopped). Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? You can change your client's name or National Insurance number using the form below. Alternatively, you can email them at reassuresipp@mercer.comor write to them at the following address: Can I top up my clients maxi ISA, mini ISA or PEP? Your Unipass Certificate may not be valid - for example its expired. All members of the firm can view and use this but only an authorised individual can change or update this. It may be that no further verification is required. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. Aegon ISA transfer application form (PDF - 722KB). If required, please remember to include supporting documentation. View your client's product summary and select theRegulars tab. Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. We use cookies to give you the best possible experience on our website, please read our Cookie Policy.. Close (esc) 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. You can set up a panel by selecting Create new fund panel on your dashboard. What if my clients company details need to change? A fund panel is a list of favoured or researched funds. (pdf). Fitzalan Court If your company has Where a nine digit account number starts with a six, use the last eight digits of the account number only: 612345678: 12345678: Other banks as appropriate: Where a seven digit account We've been supporting people with their pension since 1831 it's what we do. Rocketreach finds email, phone & social media for 450M+ professionals. The remaining allowance doesnt include future regular contributions. Wed need a new application for a joint GIA. CPA birth certificate verfication (PDF - 52KB). Aegon Corporate Newsroom News & updates Aegon has successfully closed the acquisition of Cofunds from Legal & General, following regulatory approval. Once we have this, we wont ask you again. Instructions for submission are on the form: Investment funds to a junior investment ISA (pdf), Junior investment ISA transfer application form (pdf), Junior investment ISA transfer authority (pdf), Child trust fund to junior investment ISA transfer application (pdf). AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). You can't make regular contributions to your clients pension online. 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. It takes around three working days before the money is available for investment. Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? Corporate company investor for the GIA only. Please ask your client to contact usand we canhelp. Digital journeys (pdf) Youll then be directed to the actions you need to carry out.
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