$3.8 % | $0 . You can use all of this for a stocks & shares ISA if you want, or you can split it between stocks & shares and any of the other types of ISA: Cash ISAs, Lifetime ISAs and innovative finance ISAs. If there isn't enough in your Aegon GIA/ISA Cash Facility they will sell a number of units in the largest commission free fund you hold. If your Aegon GIA doesn’t have enough in the cash facility or in investments, we’ll re-direct the charge back to your Aegon ISA and deduct from that product. Through us you have access to a range of different investment opportunities and can invest a regular monthly amount, a lump sum – or both. Hargreaves Lansdown* Charles Stanley Direct; Fidelity; Bestinvest; Vanguard; Cheapest Stocks and Shares Junior ISA for most people. Junior ISA guide Junior ISAs. 148.26p. "���=��8�$�*-%N968A��,ke�"�'�!yPEa6,�'^;���W���]���W�Y?P��=B����=E3:+xQ3��׾y�ŀ��b��:�5�B>��D�0������ۊ�.�8-�IK���bƞmAk��A��L�Yơ�D �D���� Individual savings accounts (ISAs) aren’t just for grown ups – children have their own version, too. We set up an individual GIA for you as soon as you become a customer (there’s no charge for setting it up). December 24, 2020, 14:00 CET. December 24, 2020, 14:00 CET. Aegon ISA charges guide the Aegon Platform terms and conditions You can ind copies of the documents by logging into your online dashboard if you have access, and viewing it in the document library. As you have two products the £9.27 charge would be proportioned between the two products as follows: Aegon ISA charge = £15,000 multiplied by 0.4944% = £6.18; Aegon GIA charge = … (Service profile is a product grouping that groups all your Aegon Platform products together that are either: linked to a particular intermediary, or that aren’t linked to any intermediary.) If the ongoing charge figure (OCF) is not available, we show the total expense ratio (TER). As you have two products the £9.27 charge would be proportioned between the two products as follows: Aegon ISA charge = £15,000 multiplied by 0.4944% = £6.18; Aegon GIA charge = £ … The charge we’d deduct for the month would therefore be £111.25 divided by 12 = £9.27. A stocks and shares ISA is a tax efficient way to save for the medium to long-term. Adviser charges SEDOL: 0745141 | ISIN: GB0007451411 ... Total Ongoing Charges Please note that whilst we endeavour to show all charges associated with specific funds, sometimes this is not possible due to the information not being made available by the fund provider. The client was transferred onto the Cofunds platform in April … Find out more. Guides and FAQs Customer services About Aegon. Last buy/sell price. Available products & Wrappers. Online Isa & Sipp providers cost comparison table Below is a breakdown of the charges levied by some of the most popular online Isa platforms for funds and stocks & shares. All Aegon investments will simply levy a Willis Owen Service fee of 0.50% plus an Aegon Annual Charge of 0.23%.The fees are calculated are based on the value of your investments at the end of the month, and paid on a monthly basis. This form will let you sign into the Individual Savings Accounts Ltd Dashboard website, please read our Cookie Aegon ISA charge = £15,000 multiplied by 0.4944% = £6.18; Aegon GIA charge = £ 7,500 multiplied by 0.4944% = £3.09; Where do you deduct the charge from? Share price. We've designed the Aegon Retirement Choices (ARC) charging structure so it's clear - your clients can see exactly what they're paying for. We’ll invest any ISA you transfer to us into a stocks and shares ISA. ISA transfers can be made by re-registration or by cash transfer. Investing in a stocks and shares ISA. This information is not a personal recommendation for any particular investment. We have around 4,500 investment options available (as at February 2020), so your clients can build a portfolio to manage a lifetime of investments with: New contributions into the stocks and shares ISA have to be in cash, except where a client's additional permitted subscription allowance relates to a deceased investor’s Aegon ISA, in which case re-registration of the funds could be possible. • There needs to be enough money available in the cash facility to make payments. You can find out more about our Retiready ISA (also known as our ready-made option) on our website. 168 0 obj <> endobj 191 0 obj <>/Encrypt 169 0 R/Filter/FlateDecode/ID[<8A3781DAB62C4B57BD2E36DA2AAF3EA2>]/Index[168 43]/Info 167 0 R/Length 111/Prev 231590/Root 170 0 R/Size 211/Type/XRef/W[1 3 1]>>stream There are also additional expenses which can vary depending on the day-to-day running costs of the fund. It’s called a Junior ISA and works in broadly the same way as the adult version. Aegon focuses on three core markets (the United States, the Netherlands, and the United Kingdom), three growth markets (Spain & Portugal, China, and Brazil) and one global asset manager. For example, if you’re invested in an ISA and don’t want to use your ISA to pay the ongoing charges that are due, you can direct those charges to be taken from the cash facility in your GIA. One of its features is that it allows you to re-direct ongoing fees and charges related to other products to be paid from your individual GIA. Aegon will collect both their Platform Charge and our Service Charge from your Aegon GIA Cash Facility each month. If you require access to our institutional website, select Institutional here. No set-up or transfer fee. December 24, 2020, 16:00 CET. • If there isn’t and you don’t tell us what to do, we’ll automatically sell funds to top up the cash balance. ... And, by bringing all their savings together, your clients could benefit from lower charges and take control of their whole portfolio in one place. You can view the KIID (Key Investor Information Document) for each fund by clicking on the relevant KIIDs icon. You may also be able to re-direct and pay your ongoing charges from your ISA through your GIA cash facility (which is automatically set up for you when you buy an ISA from Aegon) rather than through your ISA. Aegon provide retirement, workplace savings and protection solutions to over two million UK customers. Our tiered and capped platform administration charge encourages consolidation and rewards those with more savings. 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