Client Portal - UK Individual & Retail Investors

 

Please use the link below to access the client portal. 

 

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

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

 

User Guides

Retail How to Guide/FAQ

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Digital Portal terms and Conditions of Use

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Creating an Aegon Asset Management Online Account

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Key Documentation and links

Stock Transfer Form

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Bereavement Guide

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Small Estate Declaration and Indemnity Form

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Aegon Asset Management UK ICVC ISA Transfer Form

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Self-Certification Tax Form

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W8 Ben Form

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Aegon Asset Management UK Direct Debit Form

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Deceased - Redemption Form

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Declaration and Request for APS Valuation

Download →

Individual savings accounts (ISA) Customer agreement Terms and Conditions

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General Investment Account Declaration

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Important Individual Savings Accounts (ISAs) Changes - July 2023

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ISA Authorisation and Declaration Document

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Factsheets

Link →

Key Investor Information Documents (KIID)

Link →

Aegon Asset Management UK ICVC Supplementary Information Document

Download →

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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Prospectus Aegon Asset Management UK Investment Portfolios ICVC

Download →

AAM UK ICVC Instrument

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AAM UK Investment Portfolios ICVC Instrument

Download →

Aegon Asset Management UK ICVC Annual Report

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Aegon Asset Management UK Unit Trust Annual Report

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Aegon Asset Management UK Investment Portfolios ICVC Annual Report

Download →

Aegon Asset Management UK Unit Trust (previously Kames Capital) Trust Deed 26 February 2014

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Aegon Asset Management UK Unit Trust (previously Kames Capital) Supplemental Trust Deed 22 July 2014

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Aegon Asset Management UK Unit Trust (previously Kames Capital) Supplemental Trust Deed 31 October 2018

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Aegon Asset Management UK Unit Trust (previously Kames Capital) Deed for Change of Trustee 28 March 2019

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Aegon Asset Management UK Unit Trust Supplemental Trust Deed 7 September 2020

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Aegon Asset Management UK Unit Trust (previously Kames Capital) Deed of Retirement and Appointment of Trustee 1 October 2021

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AAM Privacy Statement

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Client Portal

Please use the link below to access the client portal.

 

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