The firm administrator role

A quick overview of the key tasks firm administrators are responsible for, including the set up and management of all other Aegon Platform users within their firm.

Redirecting charges to the GIA

How to redirect charges to the GIA to help you manage them efficiently. Plus watch how to set up a direct debit into the GIA to fund fees and charges.

Managing your clients

Learn how to manage your clients on the Aegon Platform. This includes searching for clients, viewing the client summary, product history and previous transactions.

Fund switches

A film about how to switch funds on the Aegon Platform.

Submitting ISA business

Watch our film to see how easy it is to submit single contribution/regular contribution/transfer in/re-registration ISA business on the Aegon Platform.

Creating fund panels

Watch this short film to find out how to create new fund panels online.

Managing fund panels

This film covers managing fund panels, including how to change the name of a panel and how to remove funds.

Creating a model portfolio

This film shows you how simple it is to build model portfolios online.

Investor model maintenance

Find out how to maintain existing model portfolios, including how to  add and remove your clients from models.