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For intermediaries Argon PlatformIntermediary application form Use this form to set up your firm on the Argon Platform. If you'd like to set up charges please complete the Charges set up form. Please
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To fill out the Aegon platform for intermediaries, follow these steps:
02
Log in to the Aegon platform using your intermediary credentials.
03
Navigate to the client section and select the client you want to fill out the platform for.
04
Enter the necessary client information, such as their personal details, financial information, and risk tolerance.
05
Review the information you entered for accuracy and completeness.
06
Submit the form and wait for confirmation.
07
Once the form is processed, you can access and manage the client's investments through the Aegon platform.

Who needs for intermediaries aegon platform?

01
The Aegon platform for intermediaries is designed for financial intermediaries, such as financial advisors, brokers, and consultants.
02
These professionals use the platform to manage their clients' investments, provide financial advice, and access various investment products offered by Aegon.
03
It is a valuable tool for intermediaries who want to streamline their processes, offer comprehensive investment solutions to their clients, and stay updated on market trends and investment opportunities.
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The Intermediaries Aegon platform is a digital interface designed for financial intermediaries to manage client accounts and access Aegon's products and services efficiently.
Financial intermediaries, such as brokers and agents who facilitate transactions or manage client investments through the Aegon platform, are required to file.
To fill out forms on the Intermediaries Aegon platform, users must log in to their intermediary account, navigate to the relevant section, and provide the requested information accurately.
The purpose of the Intermediaries Aegon platform is to streamline the interaction between Aegon and financial intermediaries, facilitating efficient reporting, compliance, and access to products.
Intermediaries must report client identification details, transaction records, compliance-related information, and any changes in client circumstances on the Aegon platform.
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