Aegon Investors
As an existing investor with the Fair Investment Funds Service, in association with Aegon (previously held with Cofunds), on this page you can log-in to your account.
You can view your portfolio valuations directly through Aegon.
If you are not already registered for an online account, in order to access the new Fair Investment customer portal administered by Aegon you will need a 10 digit activation code.
Please call Aegon directly on 0345 604 4001 you will be taken through confirmation of verification of identity. You will then be sent an email with a link to activate and a 10 digit activation code.
Please note that when you dial this number you will be presented with a number of options. If you press #key you will be directed to where you need to be.
Key Feature Documents
- Platform – Key Features »
- Funds Available »
- Funds – Specific Key Features For Funds A- I »
- Funds – Specific Key Features For Funds J-M »
- Funds – Specific Key Features For Funds N-Z »
Application Forms
- Investment Account – Application Form »
- ISA Account 2018/19 – Application Form »
- Investment Account – Transfer Application Form »
- ISA Account – ISA Transfer Application Form »
Other Forms
- 2018/19 ISA Account – Top Up Form »
- Investment Account – Top Up Form »
- Investment to ISA Switch Form for 2018/19 ISA »
- ISA or Investment Account – Sale & Withdrawl Form »
- Cash Account – Withdrawal Form »
- Switch Form Within Account »
- Share Class Conversion Form »
- Unit Conversion Form »
- ISA Account – Regular Savings Amendment Form »
- Investment Account – Regular Savings Amendment Form »
- ISA Account – Extra Transfer Authority »
- Investment Account – Extra Transfer Authority »
- Investment Account – Extra Fund Choice Form »
- Change of Address Form »
Platform terms & conditions
Platform – Terms & Conditions »
Please return the forms to:
Fair Investment Company Ltd
20 The Mall
Clifton
Bristol
BS8 4DR
If you have any queries regarding your account please call our Customer Helpdesk on 0845 308 2525