Client 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:

 

User Guides

Distributor Portal Introduction and Demo video

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DP Users Guide

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DP Holding Guide

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DP Distributons Guide

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DP Reporting Guide

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DP Documents Guide

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DP User Interface Guide

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DP Super User Guide

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Advisor Portal FAQ

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Adviser Portal User Interface Guide

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Agent/IFA/Distributor Portal User Guide

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Agent/IFA/Distributor FAQs

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Digital Portal terms and Conditions of Use

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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

Download →

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

Download →

Prospectus Aegon Asset Management UK ICVC

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Prospectus Aegon Asset Management UK Unit Trust

Download →

Prospectus Aegon Asset Management UK Investment Portfolios ICVC

Download →

AAM UK ICVC Instrument

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AAM UK Investment Portfolios ICVC Instrument

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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

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Factsheets

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Key Investor Information Documents (KIID)

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

Download →

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 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.