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Welcome to Athora

Athora is the new name for Aegon Ireland. You are now being redirected to www.athora.com/ie

Acceptable Assets

This is for financial advisers only

European Portability Option - Ongoing Support

For Wealth Managament Portfolio customers - Summary of the support we will give you if you activate the European Portability Option on your Wealth Managament Portfolio.

Protecting your personal information

For customers - We are committed to protecting and respecting your privacy. This document tells you more.

Your guide to how we risk rate our funds

For customers - This guide explains how we risk rate our funds.

Adviser Charge Instruction – Guarantees

For Guarantees clients - Use this form if you want to instruct Athora Ireland to pay adviser charges from your plan

Adviser Charge Instruction – Wealth Management Portfolio

For Wealth Management clients - Use this form if you want to instruct Athora Ireland to pay adviser charges from your plan

ASTI - One-off withdrawal/cash-in form

For trustees and scheme providers - use this form for one-off withdrawals or if you're fully cashing in your Aegon Secure Trustee Investment (ASTI) plan with Athora Ireland, or an ASTI invested through an Aegon Retirement Choices (ARC) plan or One Retirement account.

ASTI - Regular withdrawal & income form

For trustees and scheme providers - use this form to start taking regular withdrawals, or to start or stop taking guaranteed income from your Aegon Secure Trustee Investment (ASTI) plan with Athora Ireland, or an ASTI invested through an Aegon Retirement Choices (ARC) plan or One Retirement account.

Dealing Instruction Form - International investment solutions

For customers - use for our Wealth Management Portfolio, Private Client Portfolio, Money Market Portfolio and Wealth Planning Account products

European Portability Option Commencement Form

For customers - You should only complete this form if you have a Wealth Management Portfolio policy, if you are moving to France, Italy or Spain and where you’ve policy conditions booklet WMP 3.0 or later.

Flexible Investment Plan - Change of regular contribution form

for customers - use this form if you wish to make any changes to your regular contribution into your Flexible Investment Plan

Income / Withdrawal and Cash-in Form - Guarantees

For guarantees customers - Use this form for all types of withdrawals including one-off withdrawals, to begin taking regular withdrawals or income, or if you are fully cashing-in any of the following products: Aegon Secure Capital, Aegon Secure Income, Aegon Secure Lifetime Income, or 5 for Life.

Internal funds switch form

For customers - use this form to switch some, or all, of your investment in our internal funds.

Investment Service Appointment Form

For customers - You should use this form if you wish to (1) appoint a new Investment Adviser, Custodian and/or Investment Platform to your policy; (2) amend an existing discretionary Investment Adviser fee or ongoing adviser charge, payable to your existing Investment Adviser; or (3) add a new discretionary Investment Adviser fee or ongoing adviser charge, payable to your existing Investment Adviser.

Lost Policy Declaration

For customers - complete this form if you wish to cash in some or all of your policies and can't locate your policy schedule(s).

Policyholder Details Form

For customers - use this form if ownership of an Athora Ireland policy is being assigned to you. A separate deed of assignment must also be completed.

Regular Withdrawal Form

For customers - You should use this form if you would like to take regular withdrawals from one of our offshore bond products.

Self-certification declaration

Use this form if you have a change of circumstances on your Athora Ireland policy.

Single Withdrawal / Cash-In Form

For customers - You should use this form for one-off withdrawals or if your are fully cashing in one of our offshore bond products.

Supplementary form for the appointment of a new custodian

For customers - Use this form if you wish to change the current custodian on an existing bond

Wealth Management Portfolio - Removal of UCITs form

For customers - You should complete this form if you want to remove the Undertakings for Collective Investment of Transferable Securities (UCITS) restriction from your bond.

Wealth Management Portfolio - Return to the UK form

For customers - You should complete this form if you have moved back to the UK.

Bare Gift Trust Deed

For customers - Use this deed to set up a Bare Gift Trust.

Changing Trustees

For trustees - This document contains three deeds:

  • Deed 1 – Deed of Resignation as a Trustee
  • Deed 2 – Deed of Removal of a Trustee
  • Deed 3 – Deed of Assumption and Conveyance and Minute of Resignation of Trustees (Scotland only)

Deed of Appointment of Additional Trustees

For customers - Deed of appointment of additional trustees.

Deed of Assignment

For customers - Deed of Assigment (England, Wales, Northern Ireland) and Assignation (Scotland)

Discretionary Gift Trust Deed

For customers - Use this deed to set up a Discretionary Gift Trust.

Probate Trust Deed

For customers - use this deed to set up a Probate Trust.

Application for a UK Agency

For financial advisers only - This form should be completed together with our Terms of Business (UK). If you’re a member of a network, our Terms of Business (UK) form is not required.

Terms of Business (UK)

For financial advisers only - These Terms of Business apply to UK financial advisers only and must not be distributed, or relied upon by, retail customers.