Please read this statement:
This application essentially is an emailed instruction from you to us, which indicates your chosen investment, how much you wish to invest and the funds you would like the money invested.
Once we receive the instruction, we will start processing an application for you.
We ask that you complete all of the data capture boxes that are relevant to you. At this stage it is not mandatory to supply us with your bank details. We shall request this at the next stage.
If you do miss one or more of the data capture boxes, we will contact you so that you are able to provide this over the telephone, by post or email. This will effectively extend the application process.
If you would prefer to send your information to us via post, click here for a print friendly version of this form.
AEGON Scottish Equitable 60/40 Cautious Managed Fund fact sheet (low to medium risk)
AEGON Scottish Equitable Global Fund fact sheet (medium to high risk)
Step 1 - Complete the application form and submit to us
Step 2 - Once we receive the emailed instruction, we will complete the AEGON Stakeholder Pension application form on your behalf.
Step 3 - We will contact you regarding your application and request bank details that will be kept confidential at all times.
Step 4 - We will send you a comprehensively completed application form ready for you to check, sign and return.
Step 5 - Once received, we will process your application and forward it onto AEGON Scottish Equitable.