The Aegon Platform
The Aegon platform (formerly Cofunds) is an investment service you can use to buy and manage funds from hundreds of different companies in a Stocks and Shares ISA or General Investment Account.
A quick run-down of the benefits
- Make investing easier – bring all your investments together in one place
- Buy, switch and sell investments online
- See the value of your investments anytime
- Less paperwork, and stored online so you don’t have to
Here’s a handy guide that tells you everything you need to know about the Aegon Platform:
The Aegon platform charge
We’ve negotiated a lower platform charge for our clients – 0.20% a year instead of the standard 0.29% a year.
0.20% a year applies to the first £499,999
0.18% a year to the next £500,000 and
0.15% for any excess above £1,000,000
Additional charges
You also pay our charge of 0.34% a year and fund charges.
Here’s an example of the total yearly charges you pay for £10,000 invested in a Stocks and Shares ISA using a typical fund:
| Charge | % Amount | £ Amount |
| CommShare (Service Fee) | 0.34% | £34 |
| Aegon (Product Fee) | 0.20% | £20 |
| Typical Fund Charge* | 0.75% | £75 |
| Total | 1.29% | £129 |
Sign-in to your Aegon account
If you have investments with Aegon and use their online service, you can sign-in to your account by clicking here.
Or open a new Aegon account
If you haven’t invested with Aegon before, you can open a new account using one of the following links:
General Investment Account (GIA)
