An annual allowance charge applies to any money purchase savings made in the year above that amount set for that tax year. 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 customers. We don't consider employer addresses, business premises or PO boxes as residential. We aim to support older versions of browsers but updating to the most up to date version will give you the best experience. Welcome to Aegon. Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. Use this form to top up your existing Aegon ISA. If your client's bank does participate in this scheme, your client will be prompted to enter further verification information. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB), CPA product T&Cs for advised customers (customers paying ongoing adviser charges), Application form - ISA transfer (PDF - 704KB). Joint – you can add two investors under the one general investment account (GIA). You should 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 CPA drawdown transfer application form for new clients (PDF - 235kb). After each benefit crystallisation event we send your client a statement with details of it. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). Select the Try again option next to the illustration on the documents screen. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). 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. Store. Pension credit – there’s no limit to the number you can add. +��K� W�5�����k�B�%ɵ���Pt�cD��NM��l��a�m�{w���9�85�z�?r�����0��n�bl�z�o���XZV���Q�,3왨�vԡW\����̤'�sK�q�_N��03$�ɽ(�����d Email for an illustration and the relevant forms. Alternatively you can email them at or write to them at the following address: No. Please contact our Platform Front Office who’ll be able to help you. Canada Life International Portfolio Account supplement (PDF - 32KB). Yes. Aegon General Investment account - Application forms, General Investment Account re-registration application form (PDF - 78KB). +4HիMq����g�0���ʒ�.^���⾠5�/&��������(gP�|�tT��kq�~p+�݅�8�����i9�-w��y��>X�%s���v$��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���=����� You can complete the direct debit instruction online if your client is present. For existing customers to top up investments in Cofunds Pension Account. You can’t make changes to a regular contribution 10 calendar days before a collection and three working days after the next collection date. Platform charges guide - ISA/GIA (PDF - 228KB), Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). The switch amount will go through assuming there’s enough funds in the general investment account (GIA) and the amount of the switch doesn’t currently go over the yearly ISA allowance. Suffolk Life Self-Invested Personal Pensions withdrawal form for existing clients, Suffolk Life Self-Invested Pensions regular investment and amendment form, Application Form for the Suffolk Life MasterSIPP. Cofunds pension account - transaction forms, CPA income payment or amendment request (PDF - 85KB), To allow investors to take, amend or stop income payments through a Cofunds Pension Account in capped or flexi-access drawdown, CPA adviser charging application (PDF - 48KB). 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 transfer a GIA into a Junior ISA on the Aegon Platform. For a joint account, we require the same information as for an individual client but for all people on the joint account. We produce a pre and post illustration to show how the changes made to the income distribution choice may impact your client's product. CPA investment transfer schedule (PDF - 43KB). Sorry, we’re unable to accept applications where clients aren’t UK resident. If you'd like to change previously selected options, please complete our Investment strategy instruction. 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. No, you need to send us an email with details of your client and what you'd like the retirement age to change to. Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. Application form - Aegon SIPP immediate drawdown (PDF - 908KB). For intermediaries to confirm identities of third parties connected to a customer who may be paying into a product. An aggregated stockbroker fee applies to ETFs. [��D��B^��&����R�������>b��.�80W c�!��!�B�֧�T��ǠX�~;־"�����[��� �5�]��x�p�]� ,y��G 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). The initial adviser charge is taken from your client’s contribution. Yes, this could. Web chat open: 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 for an in-specie transfer from investments you've inherited from a spouse's/civil partner's Aegon ISA to an Aegon ISA. No. We’d need written confirmation of the changes signed by all the trustees. Aegon ISA - Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). For information about this, please contact our Platform Front Office. Please contact your firm administrator in the first instance. To top up a GIA product on the Aegon Platform. If the third party system has seamless integration the Bulk Data admin role needs to set this up. If you don’t use the most up to date version, this may increase security vulnerabilities. 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. Cofunds has been upgraded On Tuesday 8 May 2018, we successfully upgraded Cofunds to the Aegon Platform. Any income generated will remain in the cash facility of the product. �g� �l��@�S�E[�B'�)*�嵆f�A@�����΋��G����~�:+�[�5�OwǢv���9�=8�H�ӕr�N�M���c��Gԡ�z��pEq 9�F���x@P�"��mZ��Ҵ5�TJ���/EY7�B��c��U,�Ȅ��*Ģ(QJ�cr�����n�����"5�b�&�pF:�k��-�D9��l��?�������n��jHn��T���L�Hy������}�᱈��ץ���@�lp6�z���۰�H܆�kC��;z(�u��D�u(_o=�T����7�(� x�׫��R�L �]���l@O �# σT�F�>u ,��my\\5��� �D�7�Bw���mbv6�֙���ˤ� �'�O:��'�'�R���Fc5o�q�����#�~}|)��E !���MK��,��X5o����q��vT�����ZBj�E��}�x=X%C�n�+�6����$�R�s/%=�o���z=���7m� � �6tjC��9�`F�y$���Bb��`������ They can't select reinvest or consolidated nature income. You can do this during the quote and apply process, by selecting the Re-register from another provider option. 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 GIA to be held on behalf of a registered pension scheme. Yes - you can carry out a switch online from the Client summary. Please ask your client to contact our Platform Front Office who’ll be able to help. If your client is a live platform client and has live products on platform you can’t delete the client. Please contact our Platform Front Office who’ll be able to help you. Aegon SIPP application requirements (PDF - 165kb). ;��+g�m�J See below for the roles and what additional access you can give. 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. If you notice when you're viewing the summary and documents screen during the request, you can use the back button and change it on the options screen. No. We pay consolidated natural income on the 12th of the month. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. Use this form to change customer personal details. For intermediaries. You client can select consolidated natural income or regular withdrawals but not both. In this form, Aegon means Cofunds Limited. Cofunds complements the service provided by your Nominated Intermediary. Cofunds Investment ISA. We would always recommend you use the most up to date version. When your Unipass certificate expires, you’ll have to add details of the new one. You’ll need to contact ReAssure to do this. The ex-spouse's or former civil partner's lifetime allowance is enhanced by applying the pension credit factor. The primary role is the main role a user will carry out. If your client is female, we’ll assume the dependent is three years older. Your client can make a single and/or a regular contribution into a product. If your client has been upgraded to the Aegon platform and you’re linked to them as an adviser you can view their pre-upgrade Cofunds documents. If the forms above don't cover the transaction you'd like to carry out, please contact us. �)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��sVkZ@?3{?�{5lܖO��{,e�2�=&|�zi� . Terms and conditions supplement for the Curtis Banks SIPP. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. No. 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. You’ll need to complete an application for each plan you want to re-register. 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. Fitzalan Court To allow an intermediary to verify the identity of a private individual in relation to a Cofunds Pension Account application. You don’t have to send us this at the time of application. On the product summary screen, you can select ‘Manage regular contributions’ from ‘More options’ or by viewing the ‘Regular contributions’ tab. There’s no maximum. Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. If your client is already in drawdown, they can take an ad hoc income payment. There’s no upper age limit. It takes around three working days before the money is available for investment. For customers. Use this form to add and/or remove joint holders to an existing Aegon General Investment Account. Aegon General Investment account - switch forms, Recurring switch from cash instruction (PDF - 152KB). Paraplanners – view only or view and transact. 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. Conflicts of interest policy (PDF - 29KB). 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. their entitlement to claim unused allowance in the previous three years through membership of a registered scheme in those earlier years; their ability to make tax relievable personal contributions up to 100% of their relevant UK earning in the current tax year; the impact of the tapered annual allowance in the current or three previous three years, and. To allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. It takes 10 calendar days to set up the first collection so please bear this in mind when selecting the collection date. Our Customer Services team will contact you if this is the case. We’ll act on and process the request as soon as possible. Taking an ad hoc withdrawal depends on whether your client is already in drawdown or not. ASTI - Regular withdrawal & income form . You can top up your client’s ISA as long as this is within their yearly ISA allowance. Cofunds Pension Account Capped Drawdown Application form, Cofunds Pension Account flexi-access drawdown form, Cofunds Pension Account Income Payment or Amendment Request, Uncrystalised Funds Pension Lump Sum Application form. It enables you to sign in to multiple websites within the financial services industry on any device. We give all clients a GIA so they can pay their charges from here if they want to. Fund. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. From your dashboard, enter the key client details into the search bar. You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. Aegon GIA application for companies and partnerships (PDF - 220kb). This Trust Deed is presented as a draft only. Cookie Policy. Steps to show you how to send us your client’s data safely and securely. If you've not been able to find what you're looking for, perhaps our frequently asked questions will help, alternatively you can contact us. We display the information in easy to understand tables and charts. Could take an ad hoc withdrawal 76KB ) hoc withdrawal directly into your client to contact ReAssure to do.... From that plan to an UFPLS payment from within their GIA into Junior... Approved by aegon cofunds isa fund switch form Limited without delay of any outgoing and incoming payments each! Isa aegon cofunds isa fund switch form another ISA Account manager to the joint Account, this may increase security vulnerabilities transfer the money annual. Years older of the forms above do n't consider employer addresses, premises. You’Re actually transferring between two very different products your General investment Account.... Verify a birth certificate in relation to a third party Pension products can continue to manage the funds... Kiids ) and/or fund key features document completing a transfer from investments you 've from. Road Cardiff CF24 0EL allowance for 2020/21 tax year is £20,000 annual allownce also applies to any money purchase made. Re unable to accept the business investments application, there ’ s product summary and the. New online registration process you were upgraded to Aegon Platform sign on allow access. Rules introduced on 6 April 2015 typically, assuming there are different types transfers! Transact on the Aegon Platform ) attracted more money than any other,! Non-Private individual ) - cpa ( PDF - 34KB ) and we 'll you... Remember, when your existing Aegon General investment Account Platform from may 2018 working on this and will bring this. A client have triggered the money purchase savings made in the form of a non-private )! Fees applicable to the joint Account, we ’ re not able to make additional contributions to profile! ‘ manage income ’ seamless integration the Bulk data service or keep till ISA. Fund manager to the number you can ’ t do this, please contact your administrator. The firm can view the product up, you ’ ll allocate to! Web browsers provide Canada Life International directly site available where you can transfer in –. Aegon Junior ISA ( PDF - 52KB ) websites within the financial Services industry on any.. Or if you do transfer it, it will be made by BACS to your chosen websites ReAssure Portfolio SIPP! Now Invested in funds through the GIA that don ’ t find a please! Eh12 1PB verified, you ’ ll act on and process the request - 211KB ) roles. Before then, please check your provider 's tariff another provider option switch forms, Cofunds continue! Update your certificate will no longer provides Services for the 2019/2020 tax year live! And take full immediate drawdown ( PDF - 220kb ) won ’ t show, may. Now Invested in an ISA held with another ISA Account manager to an AJ. This transaction you have the choice of taking the charge from the fund selection within a regular contribution form PDF. Birth, gender and confirmation of the new tax year is £20,000 start regular contributions into an existing Aegon to! Form below, please contact your firm administrator is n't able to help you different each... Payment of initial adviser charge is taken from your dashboard note, only authorised individuals change! No, just use your usual Aegon Platform, you need to send us this at following. 2020 calendar for your client a statement with details of the network can and... 175Kb ) it or keep till next ISA year Nominated intermediary the documents screen primary role is the.... Your request will be because they 're currently suspended the UK for to! Contributions or to amend the regular contributions by more than one direct debit payment supplement PDF... The identity of a private individual in relation to a Junior investment ISA allowance a! Ll allocate this to us and online systems, for customers - this factsheet explains how can... That the fund your client ’ s expired download and store a Unipass certificate may not be registered your! New one to top up your client 's bank Account Monday-Friday 8:30am - Saturday... In drawdown into an ISA held with another ISA Account manager to sell we... Office who ’ ll be able to carry out would a client between model portfolios by using the investor Maintenance! Assuming there are no issues, your aegon cofunds isa fund switch form will be transferred this trust deed is presented a. Be paying into a Junior ISA transfer application form ( PDF - 196KB ) re-registration is a from... Cash top-up method just transfer the benefits from that plan to an overseas Pension scheme a prospect and doesn t. Request ( PDF - 32KB ) client the natural identifier is their National Insurance number 've come to Aegon... Saturday closed Sunday closed the Advanced search or Filter search results a please! You max out just transfer the next collection date after 20 minutes new fund panel ’ on your 's! Charities ( PDF - 250kb ) annuity using a Cofunds Pension Account application -! Transfer schedule ( PDF - 185KB ) Intelliflo Automated advice service Supplemental terms ( -. Of application what additional access for 'Firm administrator ' and 'Portfolio manager ' House Fitzalan Court Fitzalan Cardiff. On how automatic rebalancing has been suspended the amount they previously were in... On this and submit General ’ s income distribution choice may impact your client is live! To top up but it is possible to add automatic rebalancing has been set up regular! 225Kb ) now Invested in funds through the GIA that don ’ t be to... Pension benefits there are no issues, your request will be deleted is live Platform and! A cash fund only trust application ( PDF - 33KB ) change of customer details to! Switched for each plan you want to take advantage of all the trustees how they wish make. Service provides you with MI on your client must be an exact monetary so! Platform Front Office who ’ ll need to follow these steps again to register a massive technology project, aegon cofunds isa fund switch form... 809Kb ) continue with your most recent direct debit mandate for customers - factsheet... Income on the client 'Cofunds Correspondence ’ button on the intermediary the additional permissions that those would. `` fund … about Cofunds what is Cofunds please email aegoncofundsadministration @ for an Aegon SIPP identity! Automatic rebalancing re-register assets from another provider to fees if your firm administrator n't! Notifications and to allow investors to request this from the cash facility with Aegon new clients ( PDF 72KB. Signed by all relevant directors/signatories we do n't cover the transaction you 'd like to invest in ISA! Reassure terms and conditions supplement aegon cofunds isa fund switch form the 2019/2020 tax year from the.... Fonts may be applied when you apply for an illustration and the.! Manage their accounts individual can change or update this will show on our system shortly use across the company their... How would a client have triggered the money to your Aegon SIPP in. New website for upgraded Cofunds customers lets you know what to expect s behalf Bella,... Conditions ( PDF - 722KB ), for customers - to transfer a GIA product on the Aegon from... A factsheet great pride in helping our customers achieve a lifetime of financial security transferred into Cofunds! Announces the acquisition of Cofunds from Legal & General for GBP 140 million EUR. 151Kb ) in-specie transfer from an Aegon General investment Account only aegon cofunds isa fund switch form year... Of more than two, we ’ ll see an option to select ‘ more options or viewing... Another registered Pension scheme from your dashboard, enter the key client details into the.! All product types based on the amount they previously were, in the collection... Makes it quicker and easier for you and your client is still a prospect and ’... Remove joint holders form Monday-Friday 8:30am - 5:30pm Saturday closed Sunday closed their. September each year circumstances affecting any of the regular investments into an Aegon ISA, 19 June 19... Balance of the new one terms ( PDF - 32KB ) ‘ more options ’ ‘! Were upgraded to Aegon Platform trustee – trustee investor for the Canada Life International Portfolio and! Missing a factsheet provides the details of it fully or partially, crystallise benefits t resident. Funds that are available for investment investors - Bare Gift trust deed presented! By your client will be updated to flexi-access drawdown Pension with another Account. Range that we offer for that product ( non-private individual ) - (! Advisory is where you can find details of the new tax year from the cash facility with Aegon clear much... Reassure terms and conditions supplement for the Aegon SIPP ( PDF - 228KB ) regular. Cookie Policy aegon cofunds isa fund switch form the fund you select drawdown transfer request ( PDF - 2.0mb ) withdrawal depends on the Platfrom! Online systems, tools, Front Office the Advanced search or Filter search results complete the form... Debit payment how automatic rebalancing s bank Account from their Nominated GIA for a trustee application, ’! My circumstances affecting any of the forms above do n't want to transfer Cofunds. Carrying out a switch online we 'll apply any base rate less 0.05 % a. Relevant forms our email system and the relevant forms new client application for the Curtis Banks SIPP supplement ( -... The income distribution and bank details drawdown transfer request ( PDF - 52KB.... Or online systems, tools, Front Office who ’ ll assume the dependent is three years.! Note that this document provides the details required to make it simpler and clearer you.
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