Digital Portal – UK Distributor and UK IFA/Agent

 

Please use the links below to access the client portals for Distributors and for IFAs / Agents.

 

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Below you will find all the key literature and reports to support the available fund ranges:

 

New Digital Portal

New Portal - FAQs

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User Guides

Institutional Investor - New Client Onboarding AegonAM User Guide

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Institutional Investor - Existing Client Registration AegonAM User Guide

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Institutional Investor - AegonAM User Guide

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Adviser - Onboarding AegonAM User Guide

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Adviser - AegonAM User Guide

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Any other user - Onboarding AegonAM User Guide

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Key Documentation and links

Explanatory notes to Self-Certification for Tax Purposes

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Entity Self-Certification Form

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UK Intermediary Terms of Business

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Aegon Asset Management UK ICVC Institutional Application Terms and Conditions

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Aegon Asset Management UK Direct Debit Form

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Retail to Professional Client Opt Up Form

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Stock Transfer Form

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Agent Set up request

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Aegon Asset Management UK ICVC Supplementary Information Document

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Aegon Asset Management UK Investment Portfolios and Aegon Asset Management UK Unit Trust Supplementary Information Document

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Prospectus Aegon Asset Management UK ICVC

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Prospectus Aegon Asset Management UK Unit Trust

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AAM UK ICVC Instrument

 

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Aegon Asset Management UK ICVC Annual Report

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AAM UK ICVC Instructions for payment of subscription monies

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Factsheets

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Key Investor Information Documents (KIID)

Link →

AAM Privacy Statement

Link →

 

Client Portals

Please use the links below to access the client portals for Distributors and for IFAs / Agents.

 

You will be leaving our website and the portal will open in a separate window.