Use this training guide to find out how to submit single contribution and re-registrations for both ISA and GIA and transfer in for an ISA. It also shows how to switch contributions from your client's GIA to an ISA. They're completely online processes and your client doesn't need to sign anything.
Watch our video to see just how easy it is to submit single contribution/transfer in/re-registration ISA business on the Aegon Platform.
It's a simple online process to switch contributions from your client's GIA to the ISA - watch our video to find out how to switch from a GIA to an ISA.