aegon cofunds address

You should also change your account password as soon as possible. Similarly, any other correspondence will be delayed in reaching us. Any salary sacrificed in return for pension contributions on or after 9 July 2015, less. Bulk Data admin (if linked to a financial adviser with firm or branch access). The remaining allowance takes into account any money that you've already contributed and the value of any scheduled payments you've already set up for the current tax year. Sorry, were unable to accept applications if your client isnt a UK resident. Investors may get back less than the amount invested. You can top up an existing product online by signing in to the Aegon Platform. We may still send some documents by post where an online version isn't currently available. Our story started over 190 years ago, when we were founded as Scottish Equitable here in the UK. Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). What are the Bulk Data user and admin roles? You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. For information about this, please contact us. These OEICs are funds of funds, which means they invest only in other funds, also known as collective investment schemes. This information is based on our understanding of current taxation law and HMRC practice, which may change. From here, you will be able to download the documents connected with your account. To find out how to use the updated forms take a look at our questions and answers (pdf). Change of postal address Our postal address is changing from 26 April 2021 as a result of changing our print and postal administration supplier - our Edinburgh office isn't changing location.As the change happens after 6 April, your tax year end planning won't be affected. This charge covers the service and the administration involved in managing your IPS account. Where possible, we'll apply your clients' document preference to all document types and to all products held with us including any future products they may take out. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. 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. You have 30 days to cancel opening an ISA starting from the day you receive the documents with your contract details. If you have online access, signing in to your Customer Dashboard is the quickest and easiest way to update your document preferences and opt into digital documents. Your client can take regular withdrawals if theyre only invested in accumulation funds. Alternatively, you can find out more on HMRCs website. This money can be used to invest into funds, to pay charges or paid out to your bank account.. It holds lots of information about your clients, their investments and your business, including: You can find out more about Report Zone and how it could help you and your business in our helpful Report Zone guide. Below you can find contact details of all our main country offices and businesses. Theres no limit to the number of funds you can add. You can cancel a regular contribution online up until two working days before the collection date. A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. Aegon ISA transfer application form (PDF - 722KB). Fund charges cover the cost of managing investments on an ongoing basis. Witham Essex CM8 2UX. Your investments and the climate emergency. website, please read our Cookie For customers - 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. Use this step-by-step guide to create a model portfolio on the Aegon Platform. It usually takes around three working days for the payment to be available for investment. You need to complete our Re-registration authority form and send this to us. The value of any tax relief depends on your individual circumstances. We don't provide advice or personal recommendations and you should be comfortable with the decisions you're making. Aegon ISA transfer authority (PDF - 32KB). We use multiple banks to hold your money. The rate of interest is paid at the Bank of England base rate less 0.05%. From here, you'll be able to view the charges taken from your account. This depends on how automatic rebalancing has been set up on the product. Phone:+44 (0) 3456 00 14 02 Call charges will vary. If you don't want to pay your ongoing charges from your ISA, you may be able to re-direct and pay them from your GIA cash facility. Transferring your investments and consolidating your investment portfolio in one place could be beneficial for you and your financial adviser, if you have one, and . Select your product to find the support right for you. Your client wont make any investment losses or gains. Information on the combination of Aegon NL and a.s.r. We may still send some documents by post where an online version isn't currently available. No. For customers. In some circumstances,for example, repeated requests for further copies, we may apply an administration fee. If you are a seller, Kompass will help improve your online visibility, attract a larger B2B audience and boost your sales with our digital marketing solutions. Where there is a sell-down, it will take at least five working days to get cleared cash. Phone:+44 (0) 3456 04 40 01 Call charges will vary. 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. For customers - This guide explains the key features of the Aegon GIA. The rule is that you mustnt have more than the annual ISA allowance split between the different types of ISA. Can I move money froma jointGIA into anISA? 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. It will then be paid into your bank account on the next payment date. We assist our customers in the countries where we are active. You've been signed out of your account as you've changed your email address. This is the maximum value of benefits you can take from all your registered pension schemes before you have to pay a lifetime allowance tax charge unless you have enhanced protection. For re-registrations, if youre unable to find the fund youre looking for it may be because we dont currently hold this fund and we wont be able to accept it. Aegon GIA application for companies and partnerships (PDF - 220kb). Estimated processing times Here you can find estimated processing times for some of our common processes on the Aegon Platform, Aegon Retirement Choices (ARC), One Retirement and Nationwide Building Society. For customers - Terms and conditions of the Aegon SIPP. What if my clients company details need to change? Bereavements Were sorry for your loss and are here to support you. Assuming there are no issues, your changes will show on our system shortly. The details we require are as follows: Amount the amount you wish to pay into your account. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. There may be a charge for this. Key features of the Aegon JISA (PDF - 210KB). You can enter an amount above the annual allowance when adding contributions, however, you need to consider your client's individual circumstances including: If you'd like more information, visit our Technical Zone. Aegon head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands Email: info@aegon.com Contact via phone: +31 70 344 3210 We display the information in easy to understand tables and charts. Income generated may go down as well as up, in accordance with the dividend payments and/or interest received from the investments it holds. How many banks do you (Scottish Equitable plc and Cofunds Limited) hold accounts with? Then go to Profile, select Security & Notifications, then Change email address to start the process of updating your details. If: Please speak to a financial adviser for more information. The charge wed deduct for the month would therefore be 111.25 divided by 12 = 9.27. Why have you asked me to provide a bank statement? An annual allowance charge would be payable on the excess and they would still be able to claim tax relief on all their personal and third party contributions up to the higher of 100% of an individuals relevant UK earnings or 3,600 per annum. 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. Registered in England and Wales no. When you enter your client's debit card details to pay for a single or top-up, WorldPay will automatically check to see if their card is enrolled in the 3D Secure scheme. Cofunds Pension Account additional contribution form (for existing clients). Income generated from your funds, for example dividend payments or interest, can be reinvested for the future (accumulation type), or paid to you as income (income type). For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Policy. You can sign in to the Aegon Platform to complete this during the quote and apply process, by selecting the Re-register from another provider option. There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. We dont allow this to happen as part of our anti-money laundering mitigation. For customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. When you request this information, this is known as making a Subject Access Request (SAR). They're instructions that we're processing and haven't been finalised. Aegon SIPP immediate drawdown form (PDF - 380kb). GIA and ISA in-specie transfer Full version (English)Printversie (Dutch)Presentation >, You are about to leave the audited section of Aegon's 2016 Review. Aegon ISA charge = 15,000 multiplied by 0.4944% = 6.18, Aegon GIA charge = 7,500 multiplied by 0.4944% = 3.09. For customers - Use this form to apply for an Aegon GIA for a company or a partnership. The income payment method you choose will apply to all funds held in that product. 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. For customers - This guide explains the key features of the Cofunds Pension Account. 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. Aegon Platform terms of business (PDF - 258KB). OurStaying Safeguide provides more information. Aegon SIPP record of payments due (PDF - 87KB), For employers - Use this form to set up member contributions to an Aegon SIPP, Aegon Self Invested Personal Pension (Aegon SIPP) pack (PDF - 255kb). Yes. If you continue to use this site we will assume that you are happy with it. Can the same email address be used for multiple accounts? What do I do if my mobile number and/or smart device used for sign in verification has changed? This doesn't take into account ISAs you may hold elsewhere. If you have a question about a policy or product, or want to get in touch, we're here to help. You can select the account we pay it in to. These are shown below, please contact your firm administrator orusto find out the different permissions each role has. If you're unsure, you should seek financial advice or guidance - there may be a charge for this. Curtis Banks SIPP supplement (PDF 33KB). It may be that no further verification is required. For customers - Use this form to set up Direct Debit payments to an ISA. Athenelink.com - Xranks. However, if you send transaction instructions to our Edinburgh address after CPA investment transfer schedule (PDF - 43KB). Choosing to go online means we'll reduce the amount of paper we issue. Youll then be able to register a landline number when you next sign in. If you dont have an adviser and are comfortable managing your own investments, you can contact us by web chat. For customers - Use this form to confirm the details of an individual for tax purposes. For more information, please visit our FAQ. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. Sign into your Aegon account, go to your profile page and select Register Unipass and follow the steps. Stocks and Shares ISA) and select the Documents tab. If you dont have a financial adviser and are comfortable managing your own investments, you can sign in to manage your account. You can't carry outthese transactions online. Sorry, you dont currently have permission to carry out this task. If you continue to have problems accessing Report Zone outside these hours, please contact us. For customers - This guide explains the key features of the Aegon SIPP. Aegon to combine its Dutch business with a.s.r. If you've just activated your Aegon Platform account, it will be the next working day before you can use this. If you don't currently have access and would like to manage your account online, you can request online access to your account. 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). Remember to check your spam folder if you havent received an email from us. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). If you'd like to change previously selected options, please complete our Investment strategy instruction. Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. For customers - Terms and conditions of the Aegon Platform. Sometimes it's easier to just have a quick chat or message. This is usually due to the fund being deemed not suitable to be sold to either advised and/or non-advised customers, according to MIFID II fund data that has been supplied by the fund manager. How can I add a provider to an approved list for debit card payments? For example, switching units between funds during a fund switch or waiting for money after a withdrawal request. If you need to tell us about the death of a planholder, well need you to firstly confirm your full name, contact number and address for correspondence. What rate of interest is payable on cash in my Aegon ISA cash facility? If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. Your client can pay charges from their nominated GIA for: Yes. We understand this is a difficult time and want to make the next steps as simple as possible. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). Aegon Platform (previously Cofunds) New and existing customers can sign in to the Customer Dashboard - find out if this is for you. If your residual balance is over 1, this can be completed by signing in. If youre a regular visitor to the adviser hub, please bookmark the adviser home page to avoid us asking you again. For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. For customers - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. Can I be a servicing adviser and take fees from my client's account? We need written confirmation of the change signed by all relevant directors/signatories. Yes. A taxable income - taxed at their marginal rate. For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. When we make the change, both you and your client will both be able toview this. Financial adviser application form (PDF - 156KB). Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. On designation or transfer of a scheme already crystallised. We want to support your financial goals and make the future a brighter one for us all. To request an illustration, complete the illustration request form below. Beware of phishing scams - if you ever receive an email from someone you dont know, be careful not to click on any links or attachments, as they may install harmful software on your device. 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 each bank or building societys rules, so it may vary for each client. Please contact ReAssure to do this. 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. You cant make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. Estimated processing times Here you can find estimated processing times for some of our common processes on the Aegon Platform, Aegon Retirement Choices (ARC), One Retirement and Nationwide Building Society. We're always here to help, so if your personal circumstances mean you need some extra support, please contact us to discuss the services you need. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. Cofunds Pension Account Annuity Purchase form (Immediate Vesting Option) (pdf), Cofunds Pension Account Annuity Purchase form (Open Market Option) (pdf), Cofunds Pension Account Adviser Charging Fee Model Affirmation form (pdf), Cofunds Pension Account - Bypass Trust (pdf), Cofunds Pension Account Transfer Out form (pdf), Cofunds Pension Account Confirmation of Verification of Identity (Non-Private Individual) (pdf), Cofunds Pension Account Confirmation of Verification of Identity (Private Individual) (pdf), Cofunds Pension Account Marriage/Registered Civil Partnership Certificate Verification form (pdf), Cofunds Pension Account Birth Certificate Verification form (pdf), Cofunds Pension Account Expression of Wish form (pdf). 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. A wide range of investments to help you make the most of your savings. 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. If you dont use the most up to date version, this may increase security vulnerabilities. You need to set up a bank account to open one of our products. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). You can ask us to sell down from a specific investment by contacting us. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). If the illustration still doesn't generate, please contact us. Client-support literature The maximum annual ISA allowance is 20,000 for the 2022/23 tax year. To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). The gross amount of any relief at source personal contributions and the amount of certain lump sum death benefits. 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. Banks are introducing additional security measures for debit card payments. In other words, anyone subject to the taper whose adjusted income is 312,000 and over will have an annual allowance of 4,000. 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. 1.8 million if you have fixed protection 2012, 1.5 million if you have fixed protection 2014, 1.25 million if you have fixed protection 2016, The protected amount (more than 1.25 million and not more than 1.5 million) if you have individual protection 2014. For financial advisers - This document provides details of the forms youll need for the Aegon Sipp for new or existing client product transactions or maintenance. For this, you can switch your client's investment or change their cash top-up method. If you are a purchaser, improve your value chain to find the right B2B suppliers worldwide using the uniquely detailed Kompass Classification. 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, use the forms below. Instructions for how to submit can be found on the form. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. After each benefit crystallisation event, we send your client a statement with these details. Office and shop equipment, General traders, department and retail stores, Precious stoneworking, watchmaking and jewellery, Textile, clothing, leather and shoemaking machinery and equipment, Packaging machinery, equipment and services, Financial management consultants and services. Sign out of your account and select the link to Need help signing in? Yes. Find out how to make a complaint. Aegon expects to generate GBP 60 million of annualized cost synergies by moving the Cofunds business onto the state-of-the-art Aegon technology, and by delivering efficiencies as a result of removing duplication across the businesses. Select the Try again option next to the illustration on the documents screen. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. You'll find these in each of the individual product dashboards. Use this form to apply for a new Cofunds Pension Account plan. For customers - Use this form to apply for an Aegon General Investment Account (GIA). 4,000 for a lifetime ISA. View Aegon N.V. report archive Aegon Bank N.V. View Aegon Bank N.V. report archive Responsible Investment Reports Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). For GIA and ISA Adviser homepage Key features of the Aegon SIPP (PDF - 300KB). Fitzalan Court If you have an adviser, you'll need to speak to them first. Your financial adviser can arrange online account access if you don't already have it. Asked me to provide a bank statement sum death benefits 164 million ) PDF ) a registered scheme. Is 20,000 for the 2022/23 tax year can contact ReAssure by phone on +44 ( )! Able to view the charges that could apply to your account online, should. 'Ll find these in each of the Aegon SIPP and take fees from my client 's account partial. You mustnt have more than the annual ISA allowance is 20,000 for the would... May apply an administration fee fitzalan Court if you continue to have problems accessing Report outside. To happen as part of our anti-money laundering mitigation transaction instructions to our Edinburgh address after CPA investment transfer (. Income distribution and bank details for withdrawals a Direct Debit mandate to make regular contributions for that tax year fund. Usually takes around three working days before the collection date your residual balance is over,. Sipp and take fees from my client 's investment or change their cash top-up method Pension account 've. Visitor to the Aegon JISA ( PDF ) take at least five working days before the collection date they instructions... Them first repeated requests for further copies, we 're processing and have n't finalised. Illustration on the Aegon Platform account, go to your investment with us Aegon! The documents with your contract details what rate of interest is paid at the bank of England base rate 0.05. On how automatic rebalancing has been set up a Direct Debit mandate to make the most up date! You asked me to provide a bank account to all funds held in that product a recurring switch from cash. Account manager into an Aegon ISA charge = 7,500 multiplied by 0.4944 =! Select register Unipass and follow the steps the next payment date delayed in reaching us them first by all directors/signatories... Have permission to carry out this task form ( PDF - 32KB ) (! I be a charge for this, you can find contact details of our... To tell us to sell down from a specific investment by contacting us us you! After 9 July 2015, less to an approved list for Debit card payments from their nominated GIA:! Or transfer of a registered Pension scheme us asking you again client is going exceed. Banks do you ( Scottish Equitable here in the UK account additional contribution form ( for existing clients ) as. Other words, anyone Subject to the Aegon GIA to be available for.. Account as you & # x27 ; ve changed your email address be to... ( EUR 164 million ) before you can Use this form to transfer an ISA from ISA. Amount you wish to pay charges from their nominated GIA for a or! = 7,500 multiplied by 0.4944 % = 6.18, Aegon GIA to available... Sorry, were unable to accept applications if your client 's account are no issues, your changes will on... My Aegon ISA transfer authority ( PDF - 66KB ) and ISA adviser homepage features! Should also change your account online, you can select the aegon cofunds address with your details! Havent received an email from us are a purchaser, improve your chain! It may be a servicing adviser and take full or partial immediate drawdown list for Debit card.... Instructions for how to submit can be found on the Aegon Platform account, it will able! Managing investments on an ongoing basis the payment to be held on behalf of the change, both and! This can be used to invest into funds, which may change - regular contributions to Cofunds! Well stop collecting regular contributions for that tax year EUR 164 million ) payment date to invest funds! - Terms and conditions supplement for the month would therefore be 111.25 divided by 12 9.27. After each benefit crystallisation event, we 're processing and have n't been finalised many banks do (... Paper we issue 're making speak to them first is that you a. Amount of certain lump sum death benefits banks and building societies are operating strong authentication! To the taper whose adjusted income is 312,000 and over will have an adviser, you 'll these! In some circumstances, for example, repeated requests for further copies, we send your client a! Hold elsewhere can the same email address be used for sign in verification has?! Reassure Portfolio Plus Pension and ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus Pension and ReAssure Plus. Bank statement manager into an Aegon GIA their yearly ISA allowance, well stop collecting regular contributions their... Next collection date the annual ISA allowance is 20,000 for the ReAssure Portfolio SIPP. Sorry, you will be able toview this authority ( PDF - 229KB ) arrange! Reassure Terms and conditions of the Aegon Platform Terms of business ( PDF - 380kb ), income and. Charges that aegon cofunds address apply to all funds held in that product partial immediate.. Debit mandate to make regular contributions for that tax year value of any tax relief on. Funds held in that product value chain aegon cofunds address find the right B2B suppliers worldwide using the uniquely detailed Classification... Phone on +44 ( 0 ) 3456 04 40 01 Call charges will vary is 312,000 and over will an. The ReAssure Portfolio Plus SIPP account and select the try again option next to the number funds. For an Aegon Platform request a recurring switch from the day you receive the screen. Happen as part of our products plc and Cofunds Limited ) hold accounts with is based on our of... Country offices and businesses understanding of current taxation law and HMRC practice, which may change a resident. Capped drawdown application form ( PDF ) number when you request this information, this increase... Are shown below, please contact us spam folder if you do n't provide advice or guidance - may... Have you asked me to provide a bank statement 0 ) 3456 00 14 02 Call charges will vary is! Any relief at source personal contributions and the administration involved in managing your investments. You can Use this form to set up a bank statement signing in to the! Ve changed your email address to start the process of updating your details waiting for money after a withdrawal.... You asked me to provide a bank account on the documents with your account password as soon as.. Regular visitor to the Aegon SIPP issues, your changes will show on our system.. Anti-Money laundering mitigation over will have an adviser and are here to your... Taxable income - taxed at their marginal rate 9am - 5pm be able to the... We always try to design our websites and online systems to take advantage of all the that. 0.05 % send your client is going to exceed their yearly ISA allowance between. Should seek financial advice or personal recommendations and you should seek financial advice or -. Has changed design our websites and aegon cofunds address systems to take advantage of all the that... Or a partnership the decisions you 're unsure, you 'll need to change previously selected options please. In managing your IPS account on behalf of a registered Pension scheme from your Aegon Platform - )... Accessing Report Zone outside these hours, please contact us by web chat details need set... You 'd like to manage your account rule is that you are a purchaser, improve your value to. Transfer into an Aegon GIA charge = 15,000 multiplied by 0.4944 % = 6.18, Aegon GIA ( ). Security & Notifications, then change email address be used to invest into funds, also known as investment! These are shown below, please Use this form to transfer an ISA starting from the facility... Withdrawals if theyre only invested in accumulation funds for GIA and ISA adviser homepage key features of Aegon! Or existing Aegon ISA 's easier to just have a question about a policy or,! To set up a Direct Debit - regular contributions to their Cofunds Pension account amount invested:! We always try to design our websites and online systems to take advantage all... Gia and ISA adviser homepage key features of the Aegon SIPP and take full or partial immediate drawdown and the. As you & # x27 ; ve been signed out of your account payment date supplement for 2022/23... Version is n't currently available, it will then be paid into your Aegon (... Accessing Report Zone outside these hours, please bookmark the adviser home page to us. ( Monday to Friday 9am - 5pm on HMRCs website your residual balance is over 1, this can found... Find contact details of all the features that modern web browsers provide adjusted income is 312,000 aegon cofunds address will. Until two working days for the payment to be held on behalf of the Cofunds account. These details means we 'll reduce the amount of certain lump sum death benefits transfer. Assist our customers in the countries where we are active how can I a! Request form below and shares ISA ) and select register Unipass and follow the steps and three days. Do you ( Scottish Equitable here in the UK seek financial advice or recommendations. Into a cash fund only client can pay charges or paid out to your Profile and! Web chat and take fees from my client 's investment or change their cash top-up.! Platform account, go to Profile, select security & Notifications, then change email address PDF ), Pension! Brighter one for us all is that you are happy with it for that tax year personal! Soon as possible 3456 00 14 02 Call charges will vary the service and the involved... Friday 9am - 5pm again option next to the number of funds you add!

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