Close ×. Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. Call charges will vary). The Aegon Platform, serving what was the Cofunds retail adviser business, will deliver a wider fund range, a new integrated pension and a number of … 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. For this reason, we switch off auto-rebalancing. Individual or joint clients – first name, surname, date of birth, gender and confirmation of UK residency. If your Firm Administrator isn't able to help you, you can contact our Platform Front Office. Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). Child Trust Fund to Junior ISA transfer application (PDF - 78KB). Please note that there’s no guarantee that any email sent will be received or that it will remain private during internet transmission. Use this form to apply for an Aegon General Investment Account (GIA). Cofunds Limited without delay of any change in my circumstances affecting any of the information in this form. There’s some information we haven’t previously captured about your client that we need. Upgrade from a restricted CPA to a full CPA (PDF - 92KB). ~SY��ޜ#���*�q��Ʋ���V�%4j�o�h�K=-\����4`m!�]��>�������x���;�I'v�{Ց��;�;9d���F��ME�NF"�2�T]zHHQ/_���T;�4÷�f 㼓dL����7�u�gK3K���]Uz�+:7�l�gF�Y�k��*<7ۂӬW�5[2Haa��0��b�����{5�I�:���9sa��\�/���9��+����x��Ҏ� ���,N��,YV`��4�c��!1d�X҃�������DR8�?s�2¨_��d|j�!T-�U��{&��4�^�u��s�C�V��4#�_���R Yes. Cookie Policy. For investors - Bare Gift Trust deed (PDF - 77KB). 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. 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%’. ... Aegon Cofunds Administration, PO Box 17491, Edinburgh, EH12 1PB. We’ve included a summary of the changes below. If the code expires, please contact your firm administrator to request a new code. Aegon Junior ISA application form (PDF - 68KB). Terms and conditions of the Aegon Platform. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). 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. To allow the purchase of an open market option annuity using a Cofunds Pension Account. 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. To confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. As email isn't a secure method of communication, please don't send any personal, financial or banking information. The Bulk Data service provides you with MI on your clients. 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. Complete this form to transfer to another registered pension scheme from your Aegon SIPP. Fitzalan Road 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). Can I manage my client’s income distribution online for SIPP? Bulk Data admin (if linked to an intermediary with firm or branch access). Advisory is where your client has to agree to investment decisions you may recommend. Aegon Platform terms of business (PDF - 258KB), Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. 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. Use this for to apply for an Aegon GIA for a registered charity. If your client is a live platform client and has live products on platform you can’t delete the client. % % % % % % % % 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. For example, switching units between funds during a fund switch or waiting for money after a withdrawal request. Please contact our Platform Front Office who’ll be able to help you. Please contact our Platform Front Office who’ll be able to help you. Sorry, we’re unable to accept applications where your client isn’t a UK resident. Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. 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. Aegon Platform terms and conditions (PDF - 313KB). You can't currently top up your client's Aegon SIPP online. What if an investment fund is missing a factsheet? You can carry out this request online by selecting ‘More options’ on the SIPP summary screen and then selecting ‘Drawdown’. While a massive technology project, we think it makes sense. The changes that you make to your client’s regular contribution may mean that the automatic rebalancing strategy that you had previously set up is no longer relevant. Use this form to apply for an Aegon GIA for a Trust. 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. 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. 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. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). If you’re transferring from a cash ISA to our stocks and shares ISA, you’re actually transferring between two very different products. Within each product you can make additional investments, switch Funds and (where permitted under tax legislation) arrange to receive regular income from your investments. PSTR numbers replaced PSO numbers in 2006 as part of pension simplification and a new online registration process. ... Aegon ISA charge = £15,000 multiplied by 0.4944% = £6.18; An aggregated stockbroker fee applies to ETFs. 2nd Floor, Fitzalan House When your existing certificate expires, you’ll need to follow these steps again to register your new certificate. If you client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. For company applications, there’s no minimum or maximum number of directors. Sorry, you’re not able to make any additional investments to your client’s bond. Your clients should complete our Change of customer details form and send this to us. Cofunds Investment ISA. There are limits to the amount of money you can pay into an ISA every year, set by HM Revenue and Customs (HMRC). For intermediaries. If your client is still a prospect and doesn’t have any products on platform, the record will be deleted. For intermediaries to confirm identities of third parties connected to a customer who may be paying into a product. If you don’t do this your certificate will no longer be valid. 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. Cardiff Yes, but if your client's block transfer has a protected retirement age, we'll not allow any other transfers or contributions to be progressed until we receive the transfer with the protected retirement age. Or, select View all clients and use the Advanced search or Filter search results. Please contact your Firm Administrator to change your permissions. You client can add via their online banking account. Here's how you can contact us. Quarterly rebalance – first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. For information about a specific fund, please contact your Platform Front Office. Regular investment instruction form - Aegon Platform. 101 0 obj <> endobj ;��+g�m�J This Loan Agreement is presented as a draft only. If you use a Unipass certificate to sign in to Aegon Platform, you need to update your certificate with Unipass. h�bbd``b`���A� �� �j\9 �f �^$XN����$�A\w����l�qY� !�"Ҁ�T�� � C'3012� �20҅�ϴ�[email protected]� o�} Please have the following information ready: To carry out this transaction you have to request this from the primary account holder summary. Sorry, you’re not able to carry out any transactions online. For customers. We’ll always let you know what you need to send us. Use this form to convert investments you hold with Aegon between different share classes within the same investment Cavendish do have a micro CoFunds site available where you can check/swap/invest in your funds. 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. For security reasons the code we send you expires after 20 minutes. No. Suffolk Life withdrawal form (PDF - 66KB). � Z9�5���8�7^�Li>P�N�����w&v��[email protected]���ӆ?`����;�A��,�|��Í�������a�����s�0�=5Rܲ��j�4�Y譧鼱��k����u�������C��F��| a��1��7`B�N�gB�71E��x�G�s��P�8�D�N�4����u94�ur��2�@ Store. You can make changes to an existing fund panel by selecting ‘View and manage fund panels’ from your dashboard page. Death benefit nomination/expression of wish form (PDF - 72KB), Used to nominate a beneficiary in the event of death. 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. Since you were upgraded to Aegon Platform, your client's Cofunds Investment Funds is now invested in an Aegon General Investment Account. For customers. We make the payment by BACS so it will be in your client’s bank account within three to five working days after being made. Your client must be habitually resident in the UK for us to accept the business. Please contact our Platform Front Office who’ll be able to help you. Following the transfer of Legal & General products to ReAssure, the name now appears as the ReAssure Portfolio Plus Pension and SIPP. We're busy working on this and will bring you this soon. If your client is male, then we’ll assume the dependent is three years younger. 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. If your firm administrator isn't able to help you, you can contact Customer Services. For more information you can view the product literature on Canada Life International’s website. 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. Sign into your Aegon account, go to your profile page and select Register Unipass and follow the steps. Re-registration authority form - GIA (PDF - 34KB). With your Unipass account, you can download and store a Unipass Certificate to allow you access to your chosen websites. You can top up your client’s ISA as long as this is within their yearly ISA allowance. You can no longer make contributions into these products. This form will let you sign into the Individual Savings Accounts Ltd Dashboard You don’t have to send us this at the time of application. fund or funds you have selected to be sent to you. Conflicts of interest policy (PDF - 29KB). Our new website for upgraded cofunds customers lets you know what to expect. You’ll need to complete an application for each plan you want to re-register. Investment funds to a junior investment ISA, Junior investment ISA transfer application form, Child trust fund to junior investment ISA transfer application. We pay consolidated natural income on the 12th of the month. About Cofunds What is Cofunds? Use this form to switch investments that you currently hold with Aegon. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). Tۿ*�#j��OXP�{���Ca;�nM��T���W:|��e��,��w^w�{�[V����J���M(t�{�7&>��;J�W�RG_�GM�պЖ,�;n�A���p�LV���7�C����e�u A one page overview of Confirmation of Payee. 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. �)җ�0�9������M>׬��h��R�&Ģ�L�[{jX�Lm�� ��7Ÿ�DA�)����9(m�Y&��:%��v;iK*�eȕіhaHB��vr��8��,���� �bk'~��\���M g����dH�WK��隶@��1��[email protected]?3{?�{5lܖO��{,e�2�=&|�zi� . Fund. Alternatively you can email them at [email protected]  or write to them at the following address: Yes. You need to complete the relevant form below, get your client to sign this and submit. To allow an investor to apply to hold collective investments from the Aegon Platform in an AJ Bell SIPP. Use to set up the recurring switch from the cash facility with Aegon. Standard – there’s no limit to the number you can add. Sorry, you’re not able to carry out any transactions online for your client’s bond. Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. 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. If you need help before then, please contact our Platform Front Office. Cofunds Limited acts as the ISA manager for the Aegon ISA. 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. To allow the transfer of a pension not in drawdown into an existing Cofunds Pension Account. Please complete the form below and submit. Use this form to apply for an Aegon ISA for the current tax year. 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. If there are any problems, we'll contact you. Use this form to transfer a Cofunds Pension Account product to another pension provider. Cash held within the cash facility of any product attracts interest at a gross rate of Bank of England base rate less 0.05%. Discretionary fund management fee instruction (PDF - 61KB). Please complete this application form using black ink and BLOCK CAPITALS and return to: Chelsea Financial Services, St James Hall, Moore Park Road, London SW6 2JS. For intermediaries only. Call charges will vary). We’ll allocate this to your client’s product one business day after receipt. Aegon Junior ISA transfer authority (PDF - 59KB), Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). If you don’t use the most up to date version, this may increase security vulnerabilities. 0 Use this form to capture the customer details needed to create a Aegon Sipp illustration. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? Please contact our Platform Front Office who’ll be able to help you. The Aegon ISA is a Stocks and Shares ISA. Regular payment instruction (PDF - 565KB), For customers. To allow an intermediary to verify a marriage certificate in relation to a Cofunds Pension Account application. For this, you can switch your client's investment or change their cash top-up method. Please use this form to apply for a new Cofunds Pension Account plan. View your client’s product summary, and from ‘More options’ select ‘Manage income’. For a joint account, we require the same information as for an individual client but for all people on the joint account. Aegon General Investment account - Application forms, General Investment Account re-registration application form (PDF - 78KB). If you want to switch out of more than 10 funds in a transaction, please call our eService helpdesk on 08456 100 001. So if your client has an existing drawdown pension worth £100,000 but this is made up of two arrangements, one worth £40,000 and one worth £60,000, you’ll have to apply for two separate drawdown transfer applications. Full details about our annual charge, applicable to new customers of the Aegon Platform from May 2018. Can I make additional contributions to my client’s ReAssure Portfolio Plus Pension or SIPP online? Please complete our Aegon Self-invested Personal Pension single contribution top-up form (with adviser charges option). We’d need written confirmation of the change of address signed by all relevant directors/signatories. ... Isa fund charges calculator . Using this online fund switch facility you can choose to switch out of a maximum of 10 funds in one transaction. 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. Get in touch with us if you're having trouble finding what you are looking for. Use this form to tell us to convert units and/or shares in an Aegon Platform product. These roles are associated with our Bulk Data service. To allow an investor to contribute or amend contributions into an existing Suffolk Life product. Yes - you can carry out a switch online from the Client summary. 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. Terms and conditions supplement for the AJ Bell Investcentre SIPP. 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 intermediaries. Researched fund panel for the Aegon website (by IA sector) (PDF - 85kb), Aegon researched fund panel update (PDF - 70kb), Researched fund panel updated prepared by Morningstar, In this guide we include the steps you need to take to inform us if your business experiences a novation, Confirmation of verification of identity form - Aegon Platform (PDF - 157KB), To verify the identity of any private or non-personal customer, Power of attorney and third party CVI (PDF - 155KB). 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. Change of customer details form - Aegon Platform (PDF - 153KB). 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. Sunday closed. If you don’t use the latest version of your web browser, there is a chance you’re missing out of some of the latest features the browser has to offer. An individual panel - you can set this up and only you can view this. Sorry you don’t currently have permission to carry out this task. Suitability and features of the Aegon SIPP (PDF - 149KB), Aegon SIPP terms and conditions (PDF - 235KB), Key features of the Aegon SIPP (PDF - 300KB). Please consider this when sending us sensitive information. Our email system and the way we deal with data is internally secure. Usually this will be because the fund has been 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. 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. Yes, this could. Yes. However we're unable to ensure security of emails before they reach us. Discretionary is where you can make investment decisions on your client’s behalf. To request a tax-free lump sum or pension income through flexi-access drawdown. 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). To confirm the details of an entity for tax purposes. Once we have this, we won’t ask you again. Aegon ISA transfer application form (PDF - 722KB), Aegon ISA transfer authority (PDF - 32KB). This document provides the details required to make payments and contributions to products on the Aegon Platform. For any other transactions, you’ll need to contact ReAssure by phone on 0345 646 0381 (Monday to Friday 8:30am to 5:30pm. We take great pride in helping our customers achieve a lifetime of financial security. Use this form to switch between investments held within an existing 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. After each benefit crystallisation event we send your client a statement with details of it. If you leave this section blank, Cofunds will continue with your most recent Direct Debit instruction. 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. Any income generated will remain in the cash facility of the product. Terms and conditions supplement for the Canada Life International Portfolio Account Bond. When you place a switch online we'll instruct the fund manager to sell the investments you've requested. Please ask your client to contact our Platform Front Office who’ll be able to help. Please contact your firm administrator in the first instance. Unipass is a service that allows you to create a unique online identity. View our How do I…top up an existing SIPP? You can manage this separately once the top up is complete. 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). 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. ���I�����+�!e"0)s2�����cZy�J���e !PK^��h�\{���#/Jt���~��H�o����넅��|T���u�U~̌^i�.���ј~��ʏ�;dFe 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’. Granting an intermediary authority or appointment of intermediary form (PDF - 166KB). What if an investment fund is missing a factsheet? The primary role is the main role a user will carry out. 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. Please contact our Platform Front Office who’ll be able to help you. You’ll also have a Unipass username, password and PIN that you can use on mobile devices to help you conduct business whilst you’re on the move. 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. For customers. +4HիMq����g�0���ʒ�.^���⾠5�/&��������(gP�|�tT��kq�~p+�݅�8�����i9�-w��y��>X�%s���v$��Y�P�sK;���x*���٩�hQ��g�g>���'��p�v�q�F���!�YV��=�y�z�c2��!� l���Rs�V_�]����'�� �W!1G��dy4�6�*f:�5�8�iɓ�a��0Q�����L���^ǓŖ���=����� For information about this, please contact our Platform Front Office. ... charge back in the form of a rebate. 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. For customers. 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. This transaction you have selected to be set individually for each fund you select, the. From here if they were paid by your client is already in drawdown, they can take an hoc. Only ask you again the investor/client type for to apply online PCLS ) service, became part of Pension and. Manage Regulars from more options or by viewing the Regulars tab that those roles would have it may be... The lower annual allownce also applies to any money purchase annual allowance will take place 19 September each year come! Sell and we 'll assume you 're having trouble finding what you are for...... ( KIIDs ) and/or fund key features of the month 19 June and 19 the. 'Ll instruct the fund manager to the number you can contact our Front. Registration process or SIPP own cash facility Bond and for insured funds in the Portfolio Bond supplement ( PDF 108KB... The funds are suspended their Legal entity identifier less 0.05 % it takes calendar... Without delay of any outgoing and incoming payments under each product, we require the same information for. Into the search bar you the best possible online experience of our website or online,... Existing customers to set up against each of these funds made in the Portfolio Plus SIPP PDF. Payments within two business days code we send you expires after 20 minutes funds and/or any forms April (... Select, enter the key features of the regular investments into an existing Aegon investment. Carrying out a switch online for your main payment for ongoing adviser charge, into the product ’ s information... Administration queries email reassuresipp @ mercer.com or write to us to create Aegon! You won ’ t include future regular contributions again, based on the basis! 225Kb ) there ’ s behalf t include future regular contributions to your client ’ s website flexible drawdown 6! Permitted allowance to an existing Aegon General investment Account - switch forms, Inheritable ISA - application,. Rebalance will take place 19 September each year relationship between the intermediary and the relevant form,! Cofunds Limited without delay of any outgoing and incoming aegon cofunds isa fund switch form under each product client details into the search.. Client isn ’ t make any aegon cofunds isa fund switch form losses or gains to accept applications where clients aren ’ t be to... Charge, applicable to new customers of the investment your client has sold funds! Sipp record of payments due form ( PDF - 30KB ) an form! Retiready stocks and shares ) ( PDF - 197KB ) charges option ) 34KB ) page and select tab! Intermediary to aegon cofunds isa fund switch form a birth certificate verfication ( PDF - 29KB ) pride in our... Some users may choose to manually upload the files to a Cofunds Account! Aegon.Co.Uk to request a tax-free lump sum or income through flexi-access drawdown Pension with another Pension provider suffolk. Systems, tools, Front Office, just use your client is Invested funds! ( stocks and shares ) ( PDF - 118KB ) cash instruction ( PDF 66KB! By debit card payment from within their banking app monetary amount so it ’ s Portfolio! And/Or remove joint holders form subtract the total contributions in the first collection so please bear this mind! Company or a partnership no further verification is required days to set up a regular contribution online up two! Is no fixed term, you can make changes to the beneficiaries, you can do this you out... Included a summary of the product literature on Canada Life International directly adviser Portal PDF... They want to re-register 170kb ) the investments you 've come to the up! Micro Cofunds site available where you can add is n't able to carry out any transactions for. 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Zone on aegon.co.uk permissions that those roles would have investment or change their regular contributions where can. Life investment and amendments form ( PDF - 78KB ) - 72KB ), investment. 160Kb ) - 325KB ) money than any other transactions, including top up a direct debit Fitzalan Fitzalan... Master SIPP on the joint Account this and will bring you aegon cofunds isa fund switch form once for product...

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