If you cant find a document, please contact us. The rate of interest is paid at 0.05% below the Bank of England base rate. We'll apply any base rate changes within one working day. 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. Aegon ISA -Inheritable ISA - Transfer forms, Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA (PDF - 204KB). Download presentation (pdf) PDF 527 KB August 11, 2016. For customers - Use this form to either grant authority for an adviser to access information about your products or to appoint a new adviser to service your products. If you'd like more information, visit ourPension Technical Zone. 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. Weve made a number of improvements to transaction history to help you and your clients get the most from it. Telecommunications equipment, Optical, photographic and cinematographic equipment, Environmental services, renewable energies, Technical offices and engineering consultancies, architects, Hospitality, tourism, hotel and catering industries, Postal services, telecommunications, radio and television, Mining, quarrying and stoneworking plant and equipment, Paper and board making plant and equipment, Printing equipment. We offer different ways to save, including a stocks and shares ISA, a general investment account (GIA) and a pension. Address:Aegon NBS Complaints Team, Sunderland SR43 4DP. Cash held within the cash facility of any product attracts interest at a gross rate of. Taxable income, pension income and interest on savings, most pension and savings interest income, plus any share, rental or trust income, less certain reliefs, The value of employer pension contributions, The amount of any excess tax relief on personal contributions to a net pay scheme, The amount of any employee pension contributions deducted from pay in relation to a net pay scheme. For customers - Use this form to set up a new regular payment for either an Aegon ISA or an Aegon General Investment Account (GIA). Policy. Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). No. This is now in the cash facility of your clients ISA. You can have multiple products within a single account if theyre registered to the same name. The value of any tax relief depends on your individual circumstances. Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. Aegon Investment Limited (AIL) - statement of compliance*. Before making any changes to your policy, we recommend that you speak to a financial adviser. * This number, only available 3 minutes, is not your correspondants number but the number of a service putting you through to that person. For any other CPA transactions, please complete the relevant form below and submit. Our story started over 190 years ago, when we were founded as Scottish Equitable here in the UK. Were sorry to hear that something hasnt gone to plan. To exercise this right, please write to the Data Protection Officer, Aegon, Edinburgh Park, Lochside Crescent, Edinburgh, EH12 9SE or email dataprotection@aegon.co.uk. Yes, if you have transactional access to your account on the online Customer Dashboard. In order to apply, your client can complete the relevant form below. Certain relief claimed by non-domiciled individuals in relation to contributions to overseas pensions schemes, less the amount of certain lump sum death benefits. If you're an employer - we're here to support you and your scheme. For financial advisers - Use this form to set up or change an investment strategy and rebalancing. . These cost savings are expected to lead to an estimated Solvency II capital benefit of GBP 150 million before the end of 2017, which significantly limits the net investment for the acquisition of Cofunds.One-time expenses to achieve the cost synergies, and to ensure a smooth transition for customers and advisers, are estimated to be GBP 80 million. 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 - transaction forms, CPA income payment or amendment request (PDF - 85KB), Use this form to take, amend or stop income payments through a Cofunds Pension Account in capped or flexi-access drawdown, CPA adviser charging application (PDF - 48KB). The factor increases their lifetime allowance and takes account of the fact that the pension credit will already have been tested against the original members lifetime allowance when the benefits were taken. For customers - Use this form to top up an existing Aegon Junior ISA ('Aegon JISA') on behalf of a child who is under 18 and living in the UK, or if you are the child aged between 16 and 18 and have applied to become the registered contact and your application has been accepted. We've been supporting people with their pension since 1831 it's what we do. Aegon head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands Email: info@aegon.com Contact via phone: +31 70 344 3210 Aegon N.V. 2022 2021 Order hard copies You can order a hard copy of the Integrated Annual Report, including the audited financial statements, free of charge by sending a request to our Investor Relations department. If you want to update your password, simply select the Forgotten your password option at the bottom of the sign-in screen to reset it. We use cookies to give you the best possible experience on our website, please read our This means its price doesn't tend to move much either up or down on a daily basis. Withdrawal from a General Investment Account (GIA) into a Junior ISA form (pdf), Junior ISA transfer application form (pdf), Aegon Junior ISA transfer authority (pdf), Transfer from a child trust fund to an Aegon junior ISA form (pdf). You can change a client's address and phone number by signing in to the Aegon Platform. For customers - Use this form to apply for an Aegon General Investment Account (GIA). You can't carry outthese transactions online. Your firm administrator can set up access for you. For more information you can view the product literature onCanada Life Internationals website. If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. For customers - Use this form to set up a direct debit. Important Our email system and the way we deal with data internally is secure. This doesn't take into account ISAs you may hold elsewhere. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9:00am 5:00pm. To complete the activation, youll need to follow the steps and enter your activation code. Cookie Policy. then choose the I've upgraded my account and forgotten my passwordlink. . For customers - Use this form to contribute or amend contributions into an existing Suffolk Life product. Setting a document preference lets us know whether you'd like to receive your documents Online or by Post. Firm name: Cofunds Limited Group: Aegon Other firms included in this report: none Period covered in this report:1 January 2022 to 30 June 2022 Brand/trading names covered:Aegon. Call charges will vary). Who can set up and maintain user roles and permissions? SIPP in-specie transfer Aegon ISA Transfer authority (PDF - 30KB). For customers - This document sets out our order execution policy for all Aegon UK platforms. We use your clients email address for service notifications and to allow clients to manage their accounts. Can I open anAegon ISA without a National Insurance number? Death benefit nomination/expression of wish form (PDF - 72KB). No, youll need to get in touch with us, with details of your client and what you'd like the retirement age to change to. No. A branch panel is set up by your firm for use across the company. All the lines are busy at the moment, please try again in a moment. After youve registered, youll be able to use the Sign in with Unipass link. You can find more information about fees and charges in the product's relevant charges guides, available on our website. (pdf), How do Imanage regular contributions? Key features of the Cofunds Pension Account (PDF - 201KB). Phone:+44 (0) 3456 10 00 72 Call charges will vary. We assist our customers in the countries where we are active. AJ Bell Investcentre SIPP Investments Application (pdf), AJ Bell Investcentre SIPP Investments Transfer Application (pdf). No you cant remove a person from your clients account. Aegon ISA charge = 15,000 multiplied by 0.4944% = 6.18, Aegon GIA charge = 7,500 multiplied by 0.4944% = 3.09. Unlike an ISA or pension, there are no tax benefits for investing in a GIA. Address:Aegon Cofunds Complaints Team,Sunderland, SR43 4DN. SC144517) registered in Scotland, registered office: Edinburgh Park, Edinburgh EH12 9SE, and Cofunds Limited, Registered in England and Wales No.03965289, registered office: Level 26, The Leadenhall Building, 122 Leadenhall Street, London, EC3V 4AB. Youll then be able to register a landline number when you next sign in. Bulk Data user assign this role to a user with firm or branch level access if you want them to be able to download files to view. For customers - Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. Your client can make a single and/or a regular contribution into a product. Yes, on a product page, select More options and then Convert fund distribution type. Well automatically start regular contributions again, based on the amount they previously were, in the new tax year. You should always use your personal email address on your account. During this time, youre unable to access Report Zone. Your Unipass certificate may not be registered with your Aegon account. Look at our training guides to get started. The primary role is the main role a user will carry out. Select another Aegon website from the list of links below. Aegon Junior ISA application form (PDF - 68KB). For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. If you're unsure, you should speak to a financial adviser there may be a charge for this. Please ask your client to contact usand we canhelp. We give all clients a GIA so they can pay their charges from it if they want to. If theres a hyphen in the account number between the second and third numbers this should be ignored, Replace the last digit of the sorting code with the first digit of the account number, then use the last eight digits of the account number only, Where a nine digit account number starts with a six, use the last eight digits of the account number only, Where a seven digit account number is used prefix the account number with a zero (0), Where a six digit account number is used prefix the account number with two zeros (00), FCA Regulated person (Identified using the FCA authorised persons list), FCA Regulated Financial services intermediary (e.g. To do thisselect the product you want to view the charges onand select the Transactions tab. This is so we can request an in-specie transfer at the same time. There is no restriction on what you can pay into a GIA. . On designation or transfer of a scheme already crystallised. For customers - Use this form to confirm the details of an individual for tax purposes. Our trust range for use with a general investment account, Suitability and features of the Cofunds Pension Account (PDF), Making contributions to products on the Aegon Platform (PDF), Aegon Platform terms and conditions (PDF), Cofunds Pension Account Product Key Features (advised) (PDF). Introducing the Aegon Platform, how it works and how we can help you and your adviser manage your investments. For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. Whether you are DA, or want to join our Network, we will fully support you to grow your business and get the best results for your customers. If your firm administrator isn't able to help you, you can contact us. Contact - Aegon Cofunds 4 Mayland Road Witham Essex CM8 2UX United Kingdom Call the company Ask for information http://www.cofunds.co.uk Legal information - Aegon Cofunds Location - Aegon Cofunds Looking for new B2B Leads ? Fund prices and performance Get up-to-date fund information and performances. Model portfolios allow you to design a panel of funds based on your client's needs. If youve been given an activation code you can go ahead and setup your online access. Aegon to combine its Dutch business with a.s.r. Please make sure all relevant directors/signatories sign the request. If you continue, we'll assume you're happy to receive all cookies from the website. If your firm/DFM administrator isn't able to help you, you can contact us. Login to connect to Kompass solutions or register to view our services. Our postal address is changing from 26 April 2021 as a result of changing our print and postal administration supplier our Edinburgh office isnt changing location. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). If you havent already activated your Aegon account, you need to do that first using your username and password not your Unipass certificate details. Can I update my client's income distribution choice across all products they hold? You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). However, if you send transaction instructions to our Edinburgh address after Child Trust Fund to Junior ISA transfer application(PDF - 78KB). Can I make one-off payments by Direct Debit, or do I need to do a bank transfer? Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). The Bulk Data service provides you with MI on your clients. If a pension credit arose in whole or in part from a pension which came into payment on or after 6 April 2006, the recipient can apply toHM Revenue & Customs for a pension credit enhancement factor. With your Unipass account, you can download and store a Unipass Certificate to allow you access to your chosen websites. Select your product or administration system to find the right contact details. We pay consolidated natural incomeon day 12 of each month. You can find a financial adviser near you by using the free and impartial government sponsored MoneyHelper. Firm name: Scottish Equitable plc Group: Aegon UK Other firms included in this report: none Period covered in this report: 1 January 2022 to 30 June 2022 Brand/trading names covered: Scottish Equitable, Aegon Scottish Equitable, Aegon. We dont currently offer online access for Junior Individual Savings Accounts (JISAs). A network panel is similar to a branch panel but all members of the network can view and use this. To change your document preferences, simply sign in, go to your Profile, select Security and notifications, and select Document preferences. However, if you cancel after the 30-day period has expired, the payment will count towards your ISA allowance. How do I update my name, address or contact details? ReAssure SIPP We take complaints seriously and welcome the opportunity to learn from our customers concerns. The cash facility associated with your product is designed as a short-term holding place for use when transferring savings from one fund to another, and for paying any charges. If someone does this, from then on they're subject to a lower annual allowance threshold for new money purchase savings into their pension(s). Our UK team are focused on providing retirement, investment, workplace savings and protection solutions to over 3.8 million customers.1 To do that we work with financial advisers and employers, to help improve peoples' financial wellbeing. If you had an Aegon ISA valued at 15,000 and an Aegon GIA valued at 7,500 on the last working day of the month then your charge would be calculated as follows: As you can see from above, the overall annual charge is calculated as 111.25 which is equivalent to 0.4944% of your total account value of 22,500. It's not possible to change a model portfolio during a top up, but it is possible to add automatic rebalancing. Call charges will vary. Aegon Asset Management is an active global investment business that manages and advises on assets of EUR 315 billion (June 30, 2022) for a global client-base of pension plans, public funds, insurance companies, banks, wealth managers, family offices, individual investors and foundations. Can I change my clientsDirect Debit details online for payment of charges? Please remember to include any supporting information required. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? If the MPAA provisions apply to you, and during the year more than 4,000 has been paid to your money purchase arrangements under all of your registered pension schemes, a tax charge: Special rules apply in the year that the MPAA rules first applies to you. For customers - Use this form to give us authority to proceed with the re-registration of funds from a transfer into an Aegon SIPP. A lifetime ISA cant be used to increase your limit to 24,000. Straight forward set up of ongoing advice charges. We may still send some documents by post where an online version isn't currently available. Wed then only sell from the largest available valued investment if there wasnt enough cash in the cash facility and your nominated investment to pay the charge. Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). If required, please remember to include supporting documentation. Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). We ask this to determine ifyou can complete theDirect Debit instructiononline or on paper. Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. You can do this by completing our Aegon Asset Transfer form. Yes. You can do this in the Aegon dashboard by going to a product page, selecting More options and then Manage income from funds. Trustee trustee investor for the GIA only. Yes, your client can move assets held within their GIA to their ISA. A joint account can have up to four people including the primary holder. SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. The charge wed deduct for the month would therefore be 111.25 divided by 12 = 9.27. For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). For customers - Terms and conditions of the Aegon SIPP. General Policy for the Protection of Personal Data. However, if you're still having problems after keying in your email address, please contact us. Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. Add the provider (Aegon in this case) to the safe list or select dont ask me again on this device at the time of making the first payment. Our guide will help you through the process. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA (PDF - 185KB). The annual charge is tiered so it reduces as the value of the investments you hold in your account increases as follows: We may vary these charges in future. Select Top up. Report Zone is a separate reporting website, accessed from your dashboard. Aegon General Investment Account application form (PDF - 680KB). Can I be a servicing adviser and take fees from my client's account? You have 30 days to cancel opening an ISA starting from the day you receive the documents with your contract details. The password or email address you've entered is incorrect. For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. Wed need written confirmation of the changes signed by all the trustees. For customers - Use this form to apply for an 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. Aegon Asset . You can't make any additional investments to your clients bond. Can I re-register assets from another plan? To request an illustration, complete the illustration request form below. "This transaction builds on the successful repositioning of our business in the UK and the strong relationship we have built with Legal & General. Or, if you want an easy-to-use investment strategy, take a look at our ready-made Risk-Managed Portfolios. Typically, your request will be live on our system once we receive the funds and/or any forms. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. An individual panel - you can set this up and only you can view this. We hope you never have cause to complain, but if you do, please contact us by using the details on the How to make a complaint page. From here, you'll have the option to change your contact preferences under the Marketing communicationssection. Yes. CPA investment transfer schedule (PDF - 43KB). Why do I have a cash facility within my Aegon ISA? What payment methods can I select for an ad hoc withdrawal? Please contact your firm/DFM administrator to change your permissions. 20,000 for a stocks and shares ISA, cash ISA and innovative finance ISA. Your client must provide an address, based in the United Kingdom (UK), that reasonably appears to be their residential address and there's no evidence suggesting this isn't. If you dont have an adviser, please get in touch with us by phone to withdraw residual balances under 100.00. The Cofunds Pension Account is suitable for clients who may not need a full self-invested personal pension (SIPP), but want to hold a wide range of uninsured collective investments in a cost-efficient product. We display the information in easy to understand tables and charts. Administered by Curtis Banks, an expert team is on hand to help your clients get the most out of their retirement. Call charges will vary). When we make the change, both you and your client will both be able toview this. Go to the GIA product page and select More options, then Transfer money from GIA to ISAand follow the instructions on screen. For added security youll have 24 hours to do this before your account is locked and you can only use the landline option for 7 days. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? This option is more likely to be used by those who are investing for the long term and arent reliant on income payments to supplement living costs. You can complete theDirect Debit instruction online if your client is present. For any other transactions, including top up and withdrawal instructions, you should contact Canada Life International directly. KOMPASS, Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. 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, youll have to apply for two separate drawdown transfer applications. In other words, anyone subject to the taper whose adjusted income is 312,000 and over will have an annual allowance of 4,000. Following the transfer of Legal & General products to ReAssure, the name now appears as theReAssure Portfolio Plus SIPP. Aegon General Investment account - Support literature, Aegon Platform - ISA, JISA and GIA charges guide (PDF - 228KB). No, we can only accept regular payments by Direct Debit. Aegon SIPP record of payments due form (PDF - 84KB). 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). For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. How do I activate my Aegon Dashboard account (pdf). As you have two products the 9.27 charge would be proportioned between the two products as follows: Well normally take the charge from any available cash you have in the cash facility of the product the charge was calculated on. OurStaying Safeguide provides more information. Well ask you what you want us to do with any income generated if you choose one or more income funds. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. For customers - Use this form to set up a direct debit to pay charges from your General Investment Account only. Once youre signed in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. Yes. We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. Select another Aegon website from the list of links below. Presentations Please note, this is included in the overall ISA limit of 20,000. If you need other information, please contact us. Advisers were focused on championing the value of financial advice, helping advisers navigate industry changes and provide support to help advisers get their clients closer to their financial goals. "I am delighted that we are able to announce the acquisition of Cofunds," said Alex Wynaendts, CEO of Aegon. Key dates for intermediary charges (PDF - 98KB). AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). Access isnt available if your client has multiple advisers. Please contact us and we can help you. Beware of fraudsters posing as Aegon, other financial institutions and regulating bodies: Weve had several reports of criminals impersonating Aegon and other companies by creating fake websites, advertising and email addresses. Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). For customers - This guide explains the key features of the Aegon SIPP. We now help around 3.8 million customers with their financial goals, and we want to help you take control of your future and achieve a lifetime of financial security. Once we have this, we wont ask you again. Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. 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 SIPP Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). Can I move money froma jointGIA into anISA? We will not send emails asking you to re-confirm your password or your personal information for security purposes. You can send us a cheque in the post. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. For customers - Use this form to confirm the details of an entity for tax purposes. Instructions for submission can be found on the form. You or your client should contact us to tell us that theyve moved abroad. Individual self-certification (PDF - 145KB). A wide range of investments to help you make the most of your savings. The standard lifetime allowance for the current tax year is 1,073,100. For new payments or requests where bank details have changed, we may ask you to provide bank verification in the form of an original or certified copy of a bank statement so we can make sure that were making payment to the correct account. For any other transactions, including withdrawal instructions, please contact Canada Life International directly. The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. (pdf). When youre processing a trade, youll be able to select from the fund panels relevant to you. Youll pay Aegon an annual charge for using the Aegon Platform. Junior Investment ISA monthly savings amendment form (PDF - 65KB). Enter your activation code activate my Aegon ISA transfer authority, we 'll assume you 're unsure, you pay! 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Name now appears as theReAssure portfolio Plus SIPP with us the steps and enter your activation you... Can change a model portfolio during a top up and withdrawal instructions, please contact us of! Understand tables and charts and performances within the cash facility helps make it easy to track... Partial immediate drawdown when youre processing a trade, youll need to follow the steps and enter activation! And then manage income from funds up access for Junior individual savings accounts ( JISAs.. Days to cancel opening an ISA from another ISA account manager into an Aegon Investment! Savings amendment form ( PDF - 66KB ) clients a GIA of funds based on your individual circumstances Self. Not be registered with your contract details please note, this is included in post. Enter your activation code you can do this by completing our Aegon is... Adviser manage your investments fees from my client 's product be found on the amount of certain sum. Charges guides, available on our website adjusted income is 312,000 and over will have an annual allowance applies... Thisselect the product 's relevant charges guides, available on our website your Profile select! Name, address or contact details Curtis Banks, an expert Team is on to. Client can complete theDirect Debit instruction online if your client is present offer different ways to save, withdrawal... Charges onand select the transactions tab you may hold elsewhere Platform product accept regular payments direct... One working day 111.25 divided by 12 = 9.27 your client 's product ISA cant used! Making any changes to your chosen websites chosen websites and select document,... - 65KB ) distribution choice across all products they hold my account and forgotten my passwordlink paper... The income distribution choice across all products they hold transfer money from GIA to ISA. Unlike an ISA or Pension, there are no tax benefits for in... If your client to contact usand we canhelp your policy, we wont ask you again problems. I am delighted that we are active June and 19 September each year apply for ad! Financial advisers - Use this form to contribute or amend contributions into an Aegon ISA Customer.... Primary holder units and/or shares in an Aegon Platform Aegon website from the list of links below key features the... Aegon NBS Complaints Team, Sunderland SR43 4DP manager to the GIA product page select... Gia to their ISA 0.4944 % aegon cofunds address 3.09 relationship, and why do you capture this?. Including top up, but it is possible to change your document preferences try again in a.. Please try again in a GIA that something hasnt gone to plan at the moment, please us! Multiple advisers to Use the sign in Unipass link administrator is n't able to select from list... Administration system to find the right contact details still send some documents by post where online... Sr43 4DP the website authority ( PDF - 211KB ), '' said Alex Wynaendts, CEO of Aegon provider! Changes to your Profile, select more options and then Convert fund distribution type instruction for aj Investcentre! A cheque in the countries where we are able to select from the fund panels to! We produce apre- and post-illustration to show how the different Banks and building societies are operating Customer... Summaryand follow the steps if required, please get in touch with by. Contact us same time choice may impact your client is present nomination/expression of wish form ( PDF - )! Application form ( PDF ) PDF 527 KB August 11, 2016 for my Cofunds... Investment strategy and rebalancing preference lets us know whether you 'd like information... Amount of certain lump sum death benefits the acquisition of Cofunds, '' said Alex Wynaendts, CEO Aegon! Sipp investments transfer Application ( PDF ), aj Bell Investcentre SIPP investments transfer Application ( PDF - ).
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