Activate my Aegon Platform account - How do I? (PDF)

View our step-by-step guide to activating your Aegon Platform account for the first time - whether you were a previous Cofunds user or a brand new user this guide has it covered.

Roles and responsibilities summary (PDF)

This summary will help you to understand the different user roles. Don’t forget, you'll need to appoint a ‘firm administrator’ to set up and manage the other users within your organisation.

Aegon Platform (PDF)

Use this training guide to find out how Aegon Platform users in your firm should be set up. Discover how to access your account and start using the Aegon Platform's functionality.

Helping you make the right choice (PDF)

When you’re selecting an investment platform, it’s essential that it can meet both your long-term business needs and the lifetime savings and investment needs of your clients. 

Use this guide to find information about the Aegon Platform, to help you evaluate it against services provided by other providers – and justify why Aegon is the right partner for your business and your clients.

The firm administrator role

Watch this film for a quick overview of  the key tasks firm administrators are responsible for. This includes the set up and management of all other Aegon Platform users within a firm.