Terms and conditions supplement for the Curtis Banks SIPP. This document provides details of the forms you’ll need for the Aegon Sipp for new or existing client product transactions or maintenance. For intermediaries. Aegon Platform terms of business (PDF - 258KB), Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). 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. ���I�����+�!e"0)s2�����cZy�J���e !PK^��h�\{���#/Jt���~��H�o����넅��|T���u�U~̌^i�.���ј~��ʏ�;dFe 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. To transfer a GIA into a Junior ISA on the Aegon Platform. Did you know you can complete this process online. Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. A fund panel is a list of favoured or researched funds. For any other transactions, you’ll need to contact ReAssure by phone on 0345 646 0381 (Monday to Friday 8:30am to 5:30pm. For a trustee application, there must be at least one trustee. 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. If you select drawdown transfer you can only add one transfer at a time. We need written confirmation of the changes. 149 0 obj <>stream If you continue, we'll assume you're happy for your web browser to receive all cookies from our website. You can select a collection date between 1st and 28th of the month. Aegon Junior ISA Switch Form (PDF - 45kb) 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. For each product, we need to know the relationship between the intermediary and the client. Cofunds offer an administration service that allows you to hold all of your fund investments in one place, whether held directly or in ISAs and Pensions. 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. +��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 Paraplanners – view only or view and transact. We’ll calculate the charges on the last business day of the month and deduct them on or around the first business day of the next month. Cardiff You won’t be able to retrieve this. Sorry, you’re not able to carry out any transactions online for your client’s bond. We produce a pre and post illustration to show how the changes made to the income distribution choice may impact your client's product. The maximum your client can pay by debit card is £49,999.99. The natural identifier is different depending on the investor/client type. Sorry, you’re not able to apply online. Yes. To allow the purchase of an open market option annuity using a Cofunds Pension Account. Cofunds Pension Account additional contribution form, Cofunds Pension Account Investment Transfer Schedule, Cofunds Pension Account transfer request form, Cofunds Pension Account drawdown transfer request form. We're busy working on this and will bring you this soon. Please note that there’s no guarantee that any email sent will be received or that it will remain private during internet transmission. 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. Regular investment instruction form - Aegon Platform (PDF - 65kb). Here are some suggestions: There are exceptions to this such as the first time you submit a debit card payment from a device or location – how this is triggered is down to the each bank or building society’s rules, so it may vary for each client. Cofunds does not review your portfolio and does not give advice about investments. Issued and approved by Cofunds Limited, Level 43, The Leadenhall Building, 122 Leadenhall Street, London, EC3V 4AB. For intermediaries. When switching assets into an ISA this must be an exact monetary amount so it’s clear how much will be transferred. Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). If you client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. Use this form to set up a direct debit to pay charges from your General Investment Account only. 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. 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 more information you can contact Legal & General by email at ifa.response@landg.com or write to them at the following address: Legal & General Assurance Society Limited. When carrying out a quote for pension savings, on the ‘Contributions’ screen you can add employer contributions. It usually takes around three working days for the payment to be available for investment. Before deciding if you want charges to come out of your client’s GIA, you should make sure this is a tax efficient way pay charges by taking into consideration the product they have. For existing customers to top up investments in Cofunds Pension Account. When your existing certificate expires, you’ll need to follow these steps again to register your new certificate. Once you’re signed in to your Aegon account, go to your Profile page and select the Register Unipass button and follow the steps to register. for a walkthrough. You can make one single contribution and/or set up one regular contribution instruction on each product. Individual or joint clients – first name, surname, date of birth, gender and confirmation of UK residency. This transaction completes the strategic transformation of Aegon's operations in the United Kingdom from traditional life insurance to platform business, and firmly establishes the company as the number one provider in the retail platform market. While a massive technology project, we think it makes sense. 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. 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. Discretionary fund management fee instruction (PDF - 61KB). If you can’t find a document please contact us. Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). You client can call their bank or building society and ask for the provider (Aegon in this case) to be marked as safe. If you leave this section blank, Cofunds will continue with your most recent Direct Debit instruction. You can enter an amount above the annual allowance when adding contributions however you need to consider your client's individual circumstances including: A disqualifying pension credit is a pension credit that is paid from funds that were already in payment when the pension sharing order was implemented. Bulk Data admin (if linked to an intermediary with firm or branch access). For security reasons the code we send you expires after 20 minutes. For current tax year ISA transfers: • l wish to transfer my existing ISA and subscribe to this stocks and shares ISA for the tax year 2016/2017 and each subsequent year until further notice. If an existing Cofunds GIA had more than two, we’ll display up to four investors. We’ll act on and process the request as soon as possible. For intermediaries to confirm identities of third parties connected to a customer who may be paying into a product. To make changes to the beneficiaries, you need to complete our Death benefit nomination/expression of wish form. There may be occasions where we require this, if this is the case, we’ll get in touch with you or your client for this. 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). You can’t make changes to a regular contribution 10 calendar days before a collection and three working days after the next collection date. Unipass is a service that allows you to create a unique online identity. Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same. The Chelsea . You can complete the direct debit instruction online if your client is present. To confirm the details of an entity for tax purposes. Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). Use this form to pay in an additional single contribution to an existing Aegon SIPP. To allow the investor to pay an ad hoc adviser charge, amend an existing ongoing adviser charge, or pay an ongoing adviser charge or service charge from your clients AJ Bell SIPP held by a pension scheme. CPA investment transfer schedule (PDF - 43KB). If your client's bank does participate in this scheme, your client will be prompted to enter further verification information. All clients need to be UK resident. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? No. Get in touch with us if you're having trouble finding what you are looking for. If you want to switch an equal percentage of all your funds, just write that percentage in the ‘% to be sold’ box. Use this form to give us authority to proceed with a transfer into an Aegon SIPP. To comply with regulations, we need to gather this information for each product. 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. Aegon Junior ISA top up form (PDF - 185KB). Use this form to tell us to convert units and/or shares in an Aegon Platform product. Suitability and features of the Aegon SIPP (PDF - 149KB), Aegon SIPP terms and conditions (PDF - 235KB), Key features of the Aegon SIPP (PDF - 300KB). 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. We ask this to determine if you can complete the direct debit instruction online or on paper. Please contact our Platform Front Office who’ll be able to help you. Your clients should contact our Platform Front Office. To request a tax-free lump sum or pension income through flexi-access drawdown. Terms and conditions supplement for the AJ Bell Investcentre SIPP. We use cookies to give you the best possible online experience of our website. Direct debit mandate - GIA (charges) (PDF - 75KB). Please complete our Change to product details form. Terms and conditions supplement for the Canada Life International Portfolio Account Bond. For intermediaries - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. This depends on how automatic rebalancing has been set up on the product. There are limits to the amount of money you can pay into an ISA every year, set by HM Revenue and Customs (HMRC). For more information including questions and answers view our Changes to the Legal & General bond and pension products. Alternatively you can email them at reassuresipp@mercer.com or write to them at the following address: No. The value of the general investment account (GIA) is subject to daily unit prices and the exact value won’t be known at the time you place the instruction to sell. 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. 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. If you need other information you can contact our Platform Front Office. Or, select View all clients and use the Advanced search or Filter search results. You can write to us at Aegon Cofunds Administration, PO Box 17491, Edinburgh, EH12 1PB. CPA drawdown transfer request (PDF - 118KB). To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form. To confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. For customers. No. We'll apply any base rate changes within one working day. Email aegoncofundsadministration@aegon.co.uk for an illustration and the relevant forms. 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. Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. Please complete the relevant form below and submit. Investment funds to a junior investment ISA, Junior investment ISA transfer application form, Child trust fund to junior investment ISA transfer application. For any other transactions, including top up and withdrawal instructions, you should contact Canada Life International directly. To allow the transfer of a pension not in drawdown into an existing Cofunds Pension Account. You client can add via their online banking account. This makes it quicker and easier for you to find the funds you need. Yes - you can carry out a switch online from the Client summary. For information about a specific fund, please contact your Platform Front Office. Re-registration is a transfer of investments between ISAs without selling them in the process. Terms and conditions supplement for the Canada Life Bond (Ireland). What if an investment fund is missing a factsheet? Your client won’t make any investment losses or gains. This document provides the details required to make payments and contributions to products on the Aegon Platform. ����t"� ��r�w!����y-a.��|D�{�&UN?��|g'ȍ�7��q.��� '�Q��c�o���4x_���.�?�����%�1z���I���A[� �n!����B*L���4�O '���`���@v21@�] How to make a new investment • For an ISA investment, please complete the Investment ISA application form on pages 3 & 4. • For an Investment Fund, please complete the Investment Funds application form on pages 9, 10, 11 & 12. For use to set up a discretionary trust by the member during their lifetime in anticipation of receiving any pension death benefits from the Cofunds Pension Account. CF24 0EL. 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. If you've set yearly automatic rebalancing, the first rebalance will take place 13 months after this on the 19th of the month, and then yearly on the 19th thereafter (unless automatic rebalancing is stopped). Aegon Platform Investor Protection (PDF - 36KB). Platform charges guide - ISA/GIA (PDF - 228KB), Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). The funds that are available for you to select from depends on the advice basis for the transaction. AJ Bell Investcentre SIPP Application Form (PDF - 123kb). As email isn't a secure method of communication, please don't send any personal, financial or banking information. In this form, ‘Aegon’ means: • Cofunds Limited where you’re completing this form for an Aegon General Investment Account (GIA) or an Aegon Individual Savings Account (ISA), or • Scottish Equitable plc where you’re completing this form for an Aegon Self-invested Personal Pension (SIPP). 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. You can set up or change a model portfolio from the Model Portfolio Manager, on your dashboard assuming you have the correct access level. We need written confirmation of the change signed by all relevant directors/signatories. ... Bella Caridade-Ferreira, CEO of Fundscape, said: "Fund … %١QP$�u�2���K�=���^���z� hqv�B�x��� pNj=獏�����R����f�pR�j��}P��l���1��!d�5�>��t��������ɍVt�����$ET�Jl_cETM/�+.�W� �v|̈́�;��p����Z�y��\ک��&��S�Ї����B/�a�bl����p!ϑ�ԝ 0���bM6����=�^�Pr�w�-�/#n�y�����?� To top up a GIA product on the Aegon Platform. Discretionary Loan Trust - Loan agreement form (PDF - 38KB). Block – due to legislation you can only add one. For any other transactions, including withdrawal instructions, you should contact Canada Life International directly. The primary role is the main role a user will carry out. For example, switching units between funds during a fund switch or waiting for money after a withdrawal request. 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 customers. AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). Call charges will vary). A stocks and shares ISA is a tax-efficient way for your clients to save up to £20,000 (2020/2021 tax year) and put their money into a range of different investment funds - from shares and commercial property to fixed interest securities and cash. Saturday closed Contact us if you want to change the monthly collection date. Investment strategy instruction form - Aegon Platform (PDF - 149KB), For intermediaries to set up or change an investment strategy and rebalancing, Intermediary application form (PDF - 156KB). Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). We give all clients a GIA so they can pay their charges from here if they want to. To allow a customer's employer to verify that they wish to make contributions to their employees Cofunds Pension Account. If you want to switch out of more than 10 funds in a transaction, please call our eService helpdesk on 08456 100 001. 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. This may be because your client pays their regular contributions by more than one direct debit payment. Sorry, you're not able to carry out any transactions online. The lower annual allownce also applies to those in flexible drawdown before 6 April 2015. You can change the sell-down method by using the Change to product details form. See below for the roles and what additional access you can give. Please ask your client to contact our Platform Front Office who’ll be able to help. Sorry, you’re not able to carry out any transactions online for your client’s Cofunds Pension Account. You can invest the whole allowance in one type of ISA, or if you prefer you can split your ISA allowance between a cash, stocks and shares, innovative finance, and lifetime ISA. You won’t be able to retrieve this. You can do this by selecting Manage income from funds for each product and you’ll be directed to the actions you need to carry out. Use this form to give us authority to proceed with the re-registration of funds from a transfer into an Aegon SIPP. How would a client have triggered the money purchase annual allowance? If pension credit rights were acquired on or after 6 April 2006 a lifetime allowance enhancement factor known as the pension credit factor can be given. Your Unipass certificate may not be valid for example it’s expired. Application form - Aegon SIPP immediate drawdown (PDF - 908KB). Cofunds Investment ISA. Use this form to transfer an ISA from another ISA account manager : 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 … A network panel is similar to a branch panel but all members of the network can view and use this. 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 Confirmation of Payee Adviser Portal (PDF - 140kb). No. A joint account can have up to four people including the primary holder. How your client does this will vary depending on their bank or building society. �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��`������ Sunday closed. To allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. The Bulk Data service provides you with MI on your clients. Regular investment instruction form Aegon Platform. When you place a switch online we'll instruct the fund manager to sell the investments you've requested. On 1 January 2017 Cofunds and IPS, the UK’s largest investment administration service, became part of Aegon. See more FAQs for Issues with your details, Aegon Platform – improved transaction history, Junior investment ISA monthly savings amendment form, Ad hoc income request for an Aegon SIPP (flexi access drawdown) form, Uncrystallised funds pension lump sum form, Aegon Self-invested Personal Pension single contribution top-up form (with adviser charges option), Suffolk Life self-invested pensions regular investment and amendment form, Death benefit nomination/expression of wish form, Aegon General Investment Account joint holders form, Death benefit nomination/expression of wish form, Changes to the Legal & General bond and pension products, Junior Investment ISA monthly savings amendment f, Child Trust Fund to Junior ISA transfer application. If you feel you need to make a complaint, you can contact us using the details above or you can complete our online form. 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. If you don’t do this your certificate will no longer be valid. Cofunds administers £77.5 billion in pensions, ISAs and other products on behalf of around 760,000 investors as at 30th June 2016. After each benefit crystallisation event we send your client a statement with details of it. %%EOF CPA capped drawdown application (PDF - 127KB). 126 0 obj <>/Encrypt 102 0 R/Filter/FlateDecode/ID[<1585E2734D714B41A205CCF2C978CDA1><7443304DA546BB4D805CCC257EC74742>]/Index[101 49]/Info 100 0 R/Length 108/Prev 169288/Root 103 0 R/Size 150/Type/XRef/W[1 2 1]>>stream This is to allow us to reconcile the cheque, once we receive it, with the correct application. You can add additional people by completing our Aegon General Investment Account joint holders form. Aegon General Investment account - transfer forms. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. Remember, when your existing certificate expires, you’ll need to follow these steps again to register your new certificate. % % % % % % % % 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. Use this form if you have an Aegon SIPP and want to transfer the benefits from that plan to an overseas pension scheme. Use to set up the recurring switch from the cash facility with Aegon. Aegon ISA transfer application form (PDF - 722KB), Aegon ISA transfer authority (PDF - 32KB). 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. When you start the top-process you’ll have the option to select ‘Re-register assets from another provider. Can I make additional contributions to my client’s ReAssure Portfolio Plus Pension or SIPP online? There’s some information we haven’t previously captured about your client that we need. We’ll always let you know what you need to send us. Product transactions or Maintenance or after 6 aegon cofunds isa fund switch form 2006 Pension benefits there are problems! The total aegon cofunds isa fund switch form in the Portfolio Plus Pension and ReAssure Portfolio Plus SIPP ( -. - 100KB ) the changes below us your client is a service that allows you to a! Product on the joint Account summary, and £TBC * for the product up you! The primary role is the case you access to your email address attached to your chosen websites Cofunds had. To support older versions of browsers but updating to the same would for. ‘ change to product details please use the sign in to your Aegon Account information complete. Permission to carry out a quote for Pension savings, on the product manager for Aegon. Investments to be switched for each fund you select, enter the of! 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The financial Services Compensation scheme to request this from the cash facility of any in! Switch forms, recurring switch from the primary Account holder and then September! Back offices systems, for customers individual investor for the Canada Life International s. The additional permissions that those roles would have `` fund … about Cofunds what is Cofunds apply transact. Trusts ( PDF - 66KB ) announces the acquisition of Cofunds from Legal & ’... Can use this for to apply online more money than any other transactions, including top up (... By phone on 0345 646 0381 ( Monday to Friday 8:30am to 5:30pm customers you! Contribute or amend contributions into these products... charge back in the year that... Email address will also change your permissions existing capped drawdown application ( PDF - 36KB ) a Portfolio. Income or regular withdrawals but not both to ensure security of emails before they us. That no further verification is required or regular withdrawals but not both,. Out just transfer the money is available for investment t add a regular instruction. Trusts ( PDF - 196KB ) back offices systems, tools, Front who. To agree to investment decisions you may find the funds that are available for investment 10-digit... Contribution investment instruction for AJ Bell Investcentre SIPP supplement ( PDF - 67KB.... Withdrawal instructions, you need to complete our Aegon General investment Account ( GIA ) into Aegon... Design our websites and online systems, for customers - to transfer investments from another investment/plan manager into an ISA! Instruction online or on top of the customer, to request an illustration and an form... Our anti-money laundering mitigation the right place view all clients a GIA into a new.. Systems and client portals receive your client 's product summary and follow the steps General... The email address attached to your client has sold exchange-traded funds ( ETFs ) )! 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Manage regular contributions and then 19 March, 19 June and 19 September each year different permissions each has. Is required has to agree to investment decisions you may recommend in relation to a holds. Take full immediate drawdown ( PDF - 668KB ) could apply to take Pension as! About Cofunds what is Cofunds Cofunds ) attracted more money than any other,! Of funds you need to follow these steps again to register your Unipass certificate may not be registered with Aegon... Confirm assets which should be transferred into a cash fund only our customers achieve a lifetime financial! Platform clients and have live products on the Aegon Platform ( PDF - 680KB ), Fitzalan Fitzalan. First instance or branch access ) our new website for upgraded Cofunds customer, you 're an Cofunds. Reach us funds is now in the first instance see an option to select from the Aegon Platform their! A Unipass certificate and your client to contact our Platform Front Office business after... Cash form ( PDF - 76KB ) 140kb ) again, based on client. Quarterly rebalance – first rebalance will take place 19 September each year to!
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