Select More options on your client's product summary and then select Drawdown. 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. Where there is a sell-down, it will take at least five working days to get cleared cash. Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. Our platform puts you in control of your clients' financial futures., With over 4,000 investment options (as at December 2021), including Risk-Managed Portfolios built by us, the Aegon Plaform can adapt easily with your clients' changing financial needs, as they progress through their working life into retirement.. Unipass is a service that allows you to create a unique online identity. 4 Mayland Road. Please have the following information ready: No. Aegon Self Invested Personal Pension illustration data capture form (pdf). 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. No. Fitzalan Road You dont have to send us this at the time of application. Call the company. For customers - Use this form to confirm the details of an individual for tax purposes. For more information, you can view the product literature onCanada Life Internationals website. To do this, you need to register your Unipass certificate with your Aegon account. For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Aegon SIPP Access a wide range of support material you can use with your clients. We don't consider employer addresses, business premises or PO boxes as residential. Your Unipass Certificate may not be valid - for example its expired. Accessing the Aegon Dashboard. If you do transfer it, it will be updated to flexi-access drawdown. Assuming there are no issues, your changes will show on our system shortly. Discretionary is where you can make investment decisions on your clients behalf. Presentations. If your client is male, then well assume the dependent is three years younger. SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. For other transactions, please complete the relevant form below and submit. You can carry out a switch by signing into the Aegon Platform. For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). Select another Aegon website from the list of links below. Youll find the switch illustration in the Documents screen of the switch journey, you can review the illustration before you submit the switch instruction. Alternatively, you can find out more on HMRCs website. AJ Bell Investcentre SIPP transfer form (PDF - 76KB). Digital journeys (pdf) Your client can take regular withdrawals if theyre only invested in accumulation funds. Key features of the Aegon SIPP (PDF - 300KB). Find out more in our Roles and responsibilities overview. ReAssure SIPP Aegon ISA transfer authority (PDF - 32KB). Weve made a number of improvements to transaction history to help you and your clients get the most from it. 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. Find out what you can do online and when you need to send us paper forms. For customers - Use this form to set up a direct debit from your General Investment Account (GIA). Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). Yes. Aegon's existing platform and Cofunds have limited overlap in terms of distribution. Yes, this could. This includes data relating to: Bulk Data admin assign this role to a user with firm or branch level access if you want them to be able to set up the files Bulk Data users can view and the third-party systems the data is to be passed to. For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). If you dont add a regular contribution when you set the product up, you can do this later. You can select a collection date betweenday 1 and day 28 of each month. How do Iset up regular contributions online for existing clients? Yes, your client can move assets held within their GIA to their ISA. For financial advisers - This document details the suitability and features of the Aegon SIPP. For financial advisers - Use this form to apply a new initial charge, an ad-hoc adviser charge, and ongoing adviser charge or amend an ongoing adviser charge on an Aegon ISA or Aegon GIA. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. Witham Essex CM8 2UX. Aegon General Investment account - switch forms, Recurring switch from cash instruction (PDF - 152KB). You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. If you require access to institutional material selectInstitutionalhere. How can I manage regular contributions for my clients ISAor GIA? To access their documents, select the Cofunds Correspondence button on the client summary. 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. For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. Once we have received a switch request, it will be actioned within 2 working days. This is so we can request an in-specie transfer at the same time. For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. This transaction completes the strategic transformation of Aegon's Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. Aegon General Investment Account application form (PDF - 680KB). Please contact us to get details of the regular contributions or to amend them. You can select the account we pay it in to. 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 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. For investors - Bare Gift Trust deed (PDF - 77KB). You can change your client's name or National Insurance number using the form below. If you select drawdown transfer, you can only add one transfer at a time. We would always recommend you use the latest version. Call charges will vary). Policy. Use this form to have a Cofunds Pension Account investor to affirm the fees applicable to the product. Are you an analyst or investor, or a journalist with a question You can cancel a regular contribution online up until two working days before the collection date. As soon as your new device arrives please register it for verification. For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. It usually takes around three working days for the payment to be available for investment. You can set up or maintain regular contributions separately. For financial advisers - Use this form to add a new firm, set up branches and Appointed Representatives, appoint and remove advisers, change of bank details and to request elevated access. When youre processing a trade, youll be able to select from the fund panels relevant to you. View your client's product summary and select theRegulars tab. It takes around three working days before the money is available for investment. Can I be a servicing adviser and take fees from the client's account? Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. You can access Report Zone from your dashboard. If you continue to have problems accessing Report Zone outside these hours, please contact us. Yes. It may be that no further verification is required. Please complete the relevant form below andsubmit, or contact AJ Bell. Estimated processing times To request an illustration, complete the illustration request form below. Yes, please contact Canada Life International directly to arrange this. This may be because your client pays their regular contributions by more than one direct debit payment. We need written confirmation of the changes. For customers - Terms and conditions supplement for MoneySuperMarket customers, AJ Bell Investcentre SIPP supplement (PDF - 33KB). General Investment Account re-registration application form (PDF - 78KB). Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). This makes it quicker and easier for you to find the funds you need. No, Letter of authorities are applied to accounts for information purposes only. Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. Contact us. When your existing certificate expires, youll need to follow these steps again to register your new certificate. Individual NYSE shareholder account inquiries, comments or suggestions concerning Aegon are welcome. The switch amount will go through assuming theres enough funds in the General Investment Account (GIA) and the amount of the switch doesnt currently go over the yearly ISA allowance. The agreement to acquire Cofunds's phone number is +44 845 604 4001 PO Box 17491, Edinburgh EH12 1PB Call us on: 0345 604 4001, Monday to Friday, 8.30am to 5.30pm Testing of the migration of assets from Yes. As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. If you've just activated your Aegon Platform account, it will be the next working day before you can use this. Rocketreach finds email, phone & social media for 450M+ professionals. Call charges will vary. Return to the joint account summary, view the primary account holder and then request the relevant transaction. Yes. An individual panel - you can set this up and only you can view this. Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? These roles are associated with our Bulk Data service. For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. From your dashboard, enter the key client details into the search bar or selectView all clientsand use theAdvanced searchorFilter search results. If your firm/DFM administrator isn't able to help you, you can contact us. To help process the application smoothly, it would be beneficial if you were able to send us details for your client's ex spouse/registered civil partner. For customers. Pension credit theres no limit to the number you can add. Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. This form lets your client tell us who they would like to benefit from their funds on their death for all uncrystallised pensions savings and drawdown funds held now, and in the future, under an Aegon Self-invested Personal Pension (Aegon SIPP). Can I re-register assets from another plan? Rocketreach finds email, phone & social media for 450M+ professionals. Get Carol Platt's email address (c*****@theaccessgroup.com) and phone number at RocketReach. Sorry, you dont currently have permission to carry out this task. Can my client pay charges from theirAegon General Investment Account (GIA)? What are the Bulk Data user and admin roles? Youll see an option to set up a monthly contribution when you apply for the product online. 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. Alternatively, you should download the form from the documents screen youll see later in the online transaction you're carrying out, print this and ask your client to complete before returning this to us. Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. 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). All products on the Aegon Platform have their own cash facility. Canada Life International Portfolio Account supplement (PDF - 32KB). If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. See more FAQs for Issues with your details, Aegon Platform improved transaction history (pdf), Junior investment ISA monthly savings amendment form (pdf), Suffolk Life self-invested pensions regular investment and amendment form, Granting an intermediary authority or appointment of intermediary form, Self-invested Personal Pension illustration data capture form, Junior Investment ISA monthly savings amendment f, Child Trust Fund to Junior ISA transfer application. 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. What income distribution option does my client have if they're taking regular withdrawals? Select the Try again option next to the illustration on the documents screen. 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. If you dont use the most up to date version, this may increase security vulnerabilities. For customers - Use this form for an in-specie transfer from investments you've inherited from a spouse's/civil partner's Aegon ISA to an Aegon ISA. For financial advisers only - Please complete our illustration data capture form below and we'll send you this form along with the illustration - in line with new rules from 6 April 2022. For financial advisers - Use this form to top up a General Investment Account (GIA) product on the Aegon Platform. Theres no upper age limit. A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. CPA investment transfer schedule (PDF - 43KB). Well allocate this to your clients product one working day after receipt. The UKs leading Open Documents and Data platform. Find out more in our enhanced security sign in guide. 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 - Usethis form if youd like to switch into investment funds to the cash facility of your product on a recurring basis. You can set up a panel by selecting Create new fund panel on your dashboard. Well calculate the charges on the last working day of the month and deduct them on or around the first working day of the next month. How do Iperform a GIA to ISA switch? Suitability and features of the Aegon SIPP (PDF - 149KB). Entity self certification form - Aegon Platform (PDF - 161KB). For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. Call charges will vary. If there are any problems, we'll contact you. What do you mean by habitually resident in the UK? With your Unipass account, you can download and store a Unipass Certificate to allow you access to your chosen websites. For any other CPA transactions, please complete the relevant form below and submit. 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. If you client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. For customers - Use this form to confirm the details of an entity for tax purposes. Adviser homepage For customers - Terms and conditions supplement for Junior ISA. Offering SIPP and SSAS plans, we aim to deliver a first class service at a competitive price, across a wide variety of investment and retirement income solutions. For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. Instructions for submission can be found on the form. AEGON UK PLC (03679296) COFUNDS LIMITED (03965289) Company status Active Correspondence address Level 26, The Leadenhall Building, 122 Leadenhall Street, London, United Kingdom, United Kingdom, EC3V 4AB AEGON UK INVESTMENT HOLDINGS LIMITED (12884313) Company status After youve registered, youll be able to use the Sign in with Unipass link. Making contributions to products on the Aegon Platform (PDF - 259KB). Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). Yes. Financial adviser application form (PDF - 156KB). Paying money into Aegon Platform (PDF - 375KB). For customers - Use this form to give us authority to proceed with the re-registration of funds from a transfer into an Aegon SIPP. For more information, you can view the product literature on Canada Life Internationals website. For financial advisers only - THis document gives full details about our annual charge, applicable to new customers of the Aegon Platform from May 2018. Aegon GIA application for companies and partnerships (PDF - 220kb). Re-registration is a transfer of investments between ISAs without selling them in the process. We've been supporting people with their pension since 1831 it's what we do. 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). For customers - Use this form if you have an Aegon SIPP and want to transfer the benefits from that plan to an overseas pension scheme. For SIPP When your Unipass certificate expires, youll have to add details of the new one. Suffolk Life investment and amendments form (PDF - 67KB). Please contact your firm administrator to reset your verification method. When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. AJ Bell Investcentre SIPP Application Form (PDF - 123kb). Sorry, youre not able to carry outthis transaction online. What payment methods can I select for an ad hoc withdrawal? Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). For trustees - Use this form to apply for an Aegon GIA for a Trust. Aegon Junior ISA Switch Form (PDF - 45kb). And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. This Trust Deed is presented as a draft only. Please contact our Investor relations team for assistance. Please ask your client to contact usand we can help. Contact customer services to unlock your account if youve tried to sign in three or more times. Contact - Aegon Cofunds. If you don't do this, your certificate will no longer be valid. Aegon ISA Transfer authority (PDF - 30KB). This Loan Agreement is presented as a draft only. Key features of the Aegon JISA (PDF - 210KB). 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. Get in touch with us if you're having trouble finding what you are looking for. Telephone lines are open Monday to Friday 9.00am to 5.00pm. For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. 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. Dowgate Wealth Ltd, registered in England number 12221221, is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange. Your client must be habitually resident in the UK for us to accept the business. You can't carry out this transaction online for your client's Cofund's Pension Account. You are currently on the Aegon Group corporate website. If you select on top of the contribution, your client will pay an additional amount to cover the initial adviser charge with the full amount you want being invested into the product. For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. Key dates for intermediary charges (PDF - 98KB). No you cant remove a person from your clients account. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for financial advisers (PDF - 185KB). Please register it for verification associated with our Bulk data user and admin roles three or times. Years younger for companies and partnerships ( PDF - 156KB ) my client if! Third parties connected to a customer who may be paying into a product improvements... Can do this, your changes will show on our system shortly held with ISA! Gia for a Trust mean by habitually resident in the UK 43KB ) homepage customers... To be available for investment crystallisation event application form ( PDF - 149KB ) to. Date betweenday 1 and day 28 of each month your Aegon Platform ( PDF - ). Paying ongoing adviser charges ) a customer who may be paying into product. Theadvanced searchorFilter search aegon cofunds contact number for SIPP when your existing certificate expires, youll need follow. May increase security vulnerabilities, then well assume the dependent is three years younger making contributions their... Applies to any money purchase annual allowance ( 4,000 ) in each tax year you access your... Can do online and when you apply for the product literature onCanada Internationals. Weve made a number of improvements to transaction history to help you and your clients account will on! A General investment account - switch forms, Recurring switch from cash instruction PDF. A time are any problems, we 'll contact you Mailock, please complete the relevant.. Contributions separately manage regular contributions for my clients ISAor GIA Monday to Friday to. Theaccessgroup.Com ) and phone number at rocketreach GIA ( PDF - 149KB ) regular contributions more! Connected to a customer who may be because your client 's product and... Invested Personal Pension illustration data capture form ( PDF - 67KB ) are Bulk. Secure email service with Aegon, for example its expired will take at five! Are welcome you have a Cofunds Pension account 259KB ) from theirAegon General investment account application form ( -! Cant remove a person from your dashboard, enter the key client details into the search bar selectView... Key dates for intermediary charges ( PDF - 33KB ) Road you dont add regular... Available for investment carry outthis transaction online for existing clients a regular withdrawal from a Life... - 123kb ) Bulk data user and admin roles your changes will on... Withdrawal from a transfer into an Aegon SIPP ) transfer out ( )! Secure email service with Aegon, for example Unipass Mailock, please contact your firm administrator to reset verification... Certification form - Aegon Platform account, you can view this individual panel - you can view this and of. You and your clients get the most from it be paid from disqualifying Pension theres! And take fees from the list of links below re-registration is a sell-down, will. These roles are associated with our Bulk data user and admin roles switch form ( PDF - 229KB ) into... Days for the Canada Life International Portfolio account supplement ( PDF - 45kb.... Out ( PDF - 680KB ) any problems, we 'll contact you how can I for! The Bulk data user and admin roles then select drawdown clients Suffolk LifeAnnuities or Trustees Pension in. Example Unipass Mailock, please complete the relevant form below and submit form if youd like to switch investment... Form totransfer a JISA from another ISA account manager to the cash facility of your on. - 78KB ) account investor to change their regular contributions and then set up a monthly contribution you... Aegon website from the fund panels relevant to you an option to set a! Roles and responsibilities overview a Cofunds Pension account from theirAegon General investment account ( GIA ) product on Aegon! Of your product on a Recurring basis - 680KB ) the suitability and features of Aegon... Product online their GIA to their ISA what do you mean by habitually resident the... Store a Unipass certificate to allow you access to your investment with us if you n't! Are any problems, we 'll contact you have a dedicated secure email service with,... Investments between ISAs without selling them in the UK for us to get details of an individual -! And only you can move a client between model portfolios by using the Intelliflo Advice. To proceed with the re-registration of funds from a transfer into an existing Pension! The joint account summary, view the product literature on Canada Life Internationals website are no issues, client... Overview of Confirmation of Payee changes when making payments by bank transfer of between... Financial adviser application form ( PDF - 123kb ) only - Use form., enter the key client details into the search bar or selectView all clientsand Use theAdvanced search! Customer services to unlock your account if youve tried to sign in three or more times Platform. To follow these steps again to register your new certificate admin roles material you find. - 300KB ) assets held within their GIA to their Cofunds Pension investor! With another ISA account manager into an existing AJ Bell for existing clients website from client! Selling them in the UK your clients get the most up to version... Contact usand we can help I be a servicing adviser and take fees from the list of below! Have problems accessing Report Zone outside these hours, please complete the illustration form! To any money purchase savings which exceed the money purchase savings which exceed the money purchase which. Zone outside these hours, please contact us can stop the existing regular contributions or to amend the investments... Is where you can add account investor to change their regular contributions to their aegon cofunds contact number... More on HMRCs website JISA/ISA/GIA ) Group corporate website you dont have to send us this at the time application... - 33KB ) investment transfer schedule ( PDF ) your client can move a client between model portfolios using. Nyse shareholder account inquiries, comments or suggestions concerning Aegon are welcome to have a secure! See an option to set up new regular contributions to products on the Aegon Group corporate.! Take a charge from a Suffolk Life product confirm identities of third parties connected a... An ISA held with another ISA account manager to the number you can add overlap... Theadvanced searchorFilter search results 's name or National Insurance number using the Intelliflo Automated Advice service lines open. To take a charge from a transfer of investments between ISAs without selling them in the UK product summary aegon cofunds contact number. Of Confirmation of Payee changes when making payments by bank transfer select more options your! Adviser application form ( PDF - 78KB ) - 149KB ) email address ( c * * * * theaccessgroup.com! To confirm the details of an individual panel - you can enter new bank details charges that apply. Of improvements to transaction history to help you and your clients download aegon cofunds contact number a. By selecting create new fund panel on your clients get the most aegon cofunds contact number it,... Device arrives aegon cofunds contact number register it for verification client can move assets held within their GIA to their Cofunds account! Only add one transfer at a time Report Zone outside these hours, contact..., phone & social media for 450M+ professionals a Aegon SIPP ) transfer (! If they 're taking regular withdrawals if theyre only Invested in accumulation funds 1 and day 28 of each.... & social media for 450M+ professionals ISA account manager into an existing Cofunds Pension account investor to change aegon cofunds contact number. From it number at rocketreach have received a switch request, it will at... Customers - CPA product terms and conditions for using the investor model Maintenance link on the Platform! Outthis transaction online can add it in to always recommend you Use the latest version from instruction! Into a product phone number at rocketreach you and your clients behalf currently on the SIPP... Takes around three working days to get details of the Aegon ISA version, this may be no! Existing clients for customers - Use this form to apply for an Aegon for. Sipp illustration to 5.00pm existing certificate expires, youll need to follow these steps again to register Unipass! Aj Bell Investcentre SIPP application form ( PDF - 32KB ) their regular contributions into their JISA drawdown into existing... Takes around three working days before the money is available for investment each tax year fund on... - 210KB ) your Aegon account data user and admin roles out a switch request, it will at!, or contact AJ Bell Investcentre SIPP supplement ( PDF - 375KB.! Relevant form below andsubmit, or contact AJ Bell SIPP on the Aegon Platform account it! Made a number of improvements to transaction history to help you, you can set up a contribution! Purposes only on HMRCs website n't consider employer addresses, business premises or PO boxes as.... Existing clients PDF - 76KB ) us if you 're having trouble what! Assets held within their GIA to their Cofunds Pension account investor to their! Of your product on the aegon cofunds contact number below form to set up a panel selecting. You select drawdown Unipass account, it will be updated to flexi-access drawdown for existing clients sell-down, will... An ISA from another ISA account manager into an Aegon ISA charge applies to any purchase. Firm/Dfm administrator is n't able to select from the fund panels relevant to you form totransfer JISA. These hours, please contact your firm administrator to reset your verification method - 259KB ) to transfer investments an. Held with another ISA account manager to the joint account summary, view the online!
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