We report details of our complaints to the Financial Conduct Authority (FCA) twice a year. Why this number ? CPA bypass trust application (PDF - 108KB). Aegon Junior ISA Switch Form (PDF - 45kb). You can select the account we pay it in to. Once we have received a switch request, it will be actioned within 2 working days. It usually takes around three working days for the payment to be available for investment. Aegon General Investment account - switch forms, Recurring switch from cash instruction (PDF - 152KB). No - it won't cost you anything to switch funds. On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. Scottish Equitable plc report Firm name: Scottish Equitable plc Group: Aegon UK Other firms included in this report: none Period covered in this report: 1 January 2022 to 30 June 2022 Brand/trading names covered: Scottish Equitable, Aegon Scottish Equitable, Aegon *The number of new complaints per 1,000 policies in force as at 30 June 2022. Guide to paying your charges through our GIA, See more FAQs for General Investment Account (GIA), See more FAQs for Investment fund information, See more FAQs for Investor Portfolio Service (IPS) customers only - charges, A tax-free lump sum (up to your available lifetime allowance with any excess subject to a 55% tax charge), or, A taxable lump sum - taxed at their marginal rate of tax, or. Once we have this, we wont ask you again. Aegon Investments Limited (AIL) is an investment manager of Open Ended Investment Companies (OEICs). Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? If the illustration still doesn't generate, please contact us. Our people Headquartered in Edinburgh, Scotland, where we began over 190 years ago as Scottish Equitable, Aegon UK has around 2,300 employees (as at 31/3/2022), each and every one of them committed to helping people take responsibility for their financial future. You can carry out a switch online for the collective funds invested in your clients ReAssure pension that are held on the Aegon Platform. Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). Find out how to make a complaint. Theres no limit to the number of funds you can add. If you're unsure, you should seek financial advice or guidance - there may be a charge for this. These cost savings are expected to lead to an estimated Solvency II capital benefit of GBP 150 million before the end of 2017, which significantly limits the net investment for the acquisition of Cofunds.One-time expenses to achieve the cost synergies, and to ensure a smooth transition for customers and advisers, are estimated to be GBP 80 million. "I am delighted that we are able to announce the acquisition of Cofunds," said Alex Wynaendts, CEO of Aegon. The details we require are as follows: Amount the amount you wish to pay into your account. Yes, you can add these as an individual single or monthly contributions. Please make sure all relevant directors/signatories sign the request. It takes 10working daysto set up the first collection so please bear this in mind when selecting the collection date. Suffolk Life adviser charging form (PDF - 65KB). (pdf), How do Imanage regular contributions? Regular payment instruction (PDF - 565KB). We always pay consolidated natural income to your client's bank account. Why cant I make withdrawals, top up or switch online when I sign in? You can no longer make contributions into these products. If you, or your financial adviser on your behalf, request an online account well send you an email with an account activation code to your registered email address. For customers - Use this form to switch investments you currently hold with Aegon. Income is paid on or around day 12 of each month. We may spread any money we hold on your behalf across those banks to help reduce the risk to your money if any one bank has financial difficulties. Aegon Junior ISA application form (PDF - 68KB). Firm name: Cofunds Limited Group: Aegon Other firms included in this report: none Period covered in this report:1 January 2022 to 30 June 2022 Brand/trading names covered:Aegon. To do this, sign in to your account to view your investments. For ARC, One Retirement and Retiready Returns from an ISA are free from any personal liability to income tax and capital gains tax. If there are any problems, we'll contact you. Sometimes it's easier to just have a quick chat or message. You also dont have to disclose them on a tax return. For more information, you can view the product literature on Canada Life Internationals website. The UK Stewardship Code is a set of principles that investment managers are expected to follow. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. We aim to support older versions of browsers but updating to the latest version will give you the best experience. It holds lots of information about your clients, their investments and your business, including: You can find out more about Report Zone and how it could help you and your business in our helpful Report Zone guide. Please contact us and we can help you. Then, if you have access, select Switch funds and follow the instructions. Call charges will vary). For customers - Use this form to transfer investments between Aegon GIAs held by different customers. Your client can select consolidated natural income or regular withdrawals, but not both. For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. If you've set quarterly automatic rebalancing, the first rebalance will take place four months after that on day 19 of the month, and then quarterly on day 19 of the month thereafter (unless automatic rebalancing is stopped). Fund prices and performance For up-to-date fund information and performance, please click on the fund range that applies to your scheme. For customers - This guide explains the key features of the Cofunds Pension Account. If you've flexibly accessed your benefits, such as taken an uncrystallised funds pension lump sum (UFPLS) or taken income from a flexi-access drawdown fund, the Money Purchase Annual Allowance (MPAA) is the amount that can be paid in one year to your money purchase arrangements without a tax charge applying. A record of payments due form should also be completed and returned, along with the forms above when your client's employer is making a contribution, or deducting your client's contribution from their net pay and passing it on to us. Weve implemented a new verification method for an enhanced security sign in. Aegon SIPP record of payments due form (PDF - 84KB). Cofunds Pension Account Annuity Purchase form (Immediate Vesting Option) (pdf), Cofunds Pension Account Annuity Purchase form (Open Market Option) (pdf), Cofunds Pension Account Adviser Charging Fee Model Affirmation form (pdf), Cofunds Pension Account - Bypass Trust (pdf), Cofunds Pension Account Transfer Out form (pdf), Cofunds Pension Account Confirmation of Verification of Identity (Non-Private Individual) (pdf), Cofunds Pension Account Confirmation of Verification of Identity (Private Individual) (pdf), Cofunds Pension Account Marriage/Registered Civil Partnership Certificate Verification form (pdf), Cofunds Pension Account Birth Certificate Verification form (pdf), Cofunds Pension Account Expression of Wish form (pdf). Paying money into Aegon Platform (PDF - 375KB). Well only ask you this once for each product. website, please read our Cookie Yes, you can do this using your Aegon dashboard. Introducing the Aegon Platform, how it works and how we can help you and your adviser manage your investments. We dont currently offer online access for Junior Individual Savings Accounts (JISAs). For new payments or requests where bank details have changed, we may ask you to provide bank verification in the form of an original or certified copy of a bank statement so we can make sure that were making payment to the correct account. Aegon is a brand name of both Scottish Equitable plc (No. If you dont already have an ISA, then one will be set up as part of this process. Pleasecontact us and we'll be able to help you. We dont currently offer a lifetime, cash or an innovative finance ISA. Cofunds and Aegon's platform business are highly complementary. If the advice basis is advised, youll be able to see all the funds that we have determined as suitable for an advised customer, according to the MIFID II data supplied by the fund manager, this will include complex funds. Company directory and business data solutions. Get a Free Account. 08130498. Before deciding if you want charges to come out of your clients GIA, you should make sure this is a tax-efficient way to pay charges by taking into consideration the product(s) they have. Aegon General Investment account - transfer forms. It allows you to sign in to multiple websites within the financial services industry on any device. Please contact ReAssure to do this. Accessibility support If you haven't received your account verification email, please check your email junk folder, otherwise please contact us. 2nd Floor, Fitzalan House Yes. If you don't want to pay your ongoing charges from your ISA, you may be able to re-direct and pay them from your GIA cash facility. The downside is that cash tends to have far less potential to grow than other investments and it can actually fall in value in real terms because of inflation. Simply choose the name of one of your product you want to view details on (e.g. Yes, your client can move assets held within their GIA to their ISA. What rate of interest is payable on cash in my Aegon ISA cash facility? . This could also affect your experience when using our website or online systems. Telecommunications equipment, Optical, photographic and cinematographic equipment, Environmental services, renewable energies, Technical offices and engineering consultancies, architects, Hospitality, tourism, hotel and catering industries, Postal services, telecommunications, radio and television, Mining, quarrying and stoneworking plant and equipment, Paper and board making plant and equipment, Printing equipment. For product or administration queries email reassuresipp@mercer.com. If you continue to have problems accessing Report Zone outside these hours, please contact us. Select View and Managefor the ISA you wish to bring up to date. This 20,000 covers the total amount paid into a stocks and shares ISA, cash ISA, an innovative finance ISA and a lifetime ISA. For information about this, please contact us. In some circumstances,for example, repeated requests for further copies, we may apply an administration fee. ReAssure SIPP If you have a financial adviser, you should organise a transfer through them. This is now in the cash facility of your clients ISA. Were sorry to hear that something hasnt gone to plan. Wed need written confirmation of the changes signed by all the trustees. AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). If our FAQ's can't answer your query try doing a search as our guides have a lot of helpful information. If you don't have a financial adviser and are comfortable managing your own investments, you can sign in to manage your account. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. In order to apply, your client can complete the relevant form below. Some users may choose to manually upload the files to a third-party system. AIL is the company that manages Aegons open-ended investment company (OEIC) fund ranges. Up to 5 free lookups / month. You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. Unfortunately, you can't transfer an existing Junior ISA at present if you dont have a financial adviser. Can I change my clientsDirect Debit details online for payment of charges? For this, you can switch your client's investment or change their cash top . It started life with the backing of six financial services companies, but is now owned by Aegon. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. aegon.pl; jll.com; Smitesh Sathidevi Staff Software Engineer. Contact customer services to unlock your account if you've tried to sign in three or more times. Investor protection what you should know (PDF - 36KB). For customers - This guide explains the charges that could apply to your investment with us. You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. These expenses will be recorded in 2016 and 2017. Your Unipass Certificate may not be valid - for example its expired. For customers - Use this form to nominate a beneficiary in the event of your death. Yes. Aegon ISA charge = 15,000 multiplied by 0.4944% = 6.18, Aegon GIA charge = 7,500 multiplied by 0.4944% = 3.09. For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. Assuming there are no issues, your changes will show on our system shortly. *This sets out the extent to which AIL complies with the Financial Reporting Councils UK Stewardship Code. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. Can I change theDirect Debit details for my clients regular contributions online? Beware of fraudsters posing as Aegon, other financial institutions and regulating bodies: Weve had several reports of criminals impersonating Aegon and other companies by creating fake websites, advertising and email addresses. How many banks do you (Scottish Equitable plc and Cofunds Limited) hold accounts with? Yes, if you have transactional access to your account on the online Customer Dashboard. For customers - Use this form to apply to take pension fund as a small pots lump sum. You need to set up a bank account to open one of our products. Adviser homepage General Investment Account re-registration application form (PDF - 78KB). If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? Aegon Platform terms and conditions April 2018 (PDF - 325KB). If youve been given an activation code you can go ahead and setup your online access. You'll receive an email with an activation code and instructions on what to do next within 48 hours. For customers - Usethis form if youd like to switch into investment funds to the cash facility of your product on a recurring basis. A username and password together provide a single something you know factor. Junior Investment ISA monthly savings amendment form (PDF - 65KB). This applies to all funds where AIL is appointed as investment manager. Well allocate this to your clients product one working day after receipt. Please don't email any personal, financial or banking information as it's not a secure method of communication. Visit our financial wellbeing hub to find articles, resources and insight that could help you find financial freedom through future planning. Please select the box that applies to you. We're always here to help, so if your personal circumstances mean you need some extra support, please contact us to discuss the services you need. Contact Us - Feel free to contact us if you have any questions or comments. You can find details of what happens to your State Pension when you die at www.gov.uk/state-pension/inheritance. For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. Weve included a summary of the changes below: To find out more information about the changes weve made, including the key differences, take a look at our guide Aegon Platform improved transaction history (pdf). Aegon SIPP immediate drawdown form (PDF - 380kb). Policy. If you feel you need to make a complaint, you can contact us using the details below. For re-registrations, if youre unable to find the fund youre looking for it may be because we dont currently hold this fund and we wont be able to accept it. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon Junior ISA (JISA) (PDF - 196KB). Phone:+44 (0) 3456 04 40 01 Call charges will vary. For financial advisers only - Please complete our illustration data capture form below and we'll send you this form along with the illustration - in line with new rules from 6 April 2022. For SIPP Office and shop equipment, General traders, department and retail stores, Precious stoneworking, watchmaking and jewellery, Textile, clothing, leather and shoemaking machinery and equipment, Packaging machinery, equipment and services, Financial management consultants and services. CPA birth certificate verfication (PDF - 52KB). Download our guides below to find out more. Yes, but if your client's block transfer has a protected retirement age, we won't allow any other transfers or contributions to be progressed until we receive the transfer with the protected retirement age. The tax that applies after taking benefits from your pension depends on the benefit option you're receiving and your age when you die. The current annual allowance limit is 40,000. If your firm administrator cant help you, please contact us usingwebchat. If you're an employer - we're here to support you and your scheme. If you do transfer it, it will be updated to flexi-access drawdown. You can find the forms in ourDocument libraryby selecting Aegon General Investment Account (GIA) and Application forms. Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. Speak to your financial adviser if you have one, or contact us. For customers -This factsheet explains how assets are protected when using the Aegon Platform, Aegon Retirement Choices and One Retirement. Stocks and Shares ISA) and select the Documents tab. Yes, please contact Canada Life International directly to arrange this. Our UK team are focused on providing retirement, investment, workplace savings and protection solutions to over 3.8 million customers.1 To do that we work with financial advisers and employers, to help improve peoples' financial wellbeing. If you select drawdown transfer, you can only add one transfer at a time. We use cookies to give you the best possible experience on our This is usually due to the fund being deemed not suitable to be sold to either advised and/or non-advised customers, according to MIFID II fund data that has been supplied by the fund manager. Yes, you can carry out a switch online on the Aegon Platform for the collective funds that your client holds in their ReAssure Portfolio Plus Pension or SIPP. Aegon Junior ISA transfer authority(PDF - 59KB). This transaction completes the strategic transformation of Aegon's operations in the United Kingdom from traditional life insurance to platform business, and firmly establishes the company as the number one provider in the retail platform market. The annual charge is tiered so it reduces as the value of the investments you hold in your account increases as follows: We may vary these charges in future. * This phone number available for 3 min is not the recipients number but a number from a service which will put you through to that person. 20,000 for a stocks and shares ISA, cash ISA and innovative finance ISA. Youll see an option to set up a monthly contribution when you apply for the product online. For customers - Use this form to switch between investments held within an existing Aegon Junior ISA (JISA) on behalf of a child who is under 18 and living in the UK or on your own behalf if you are the child aged 16 to 18 who has successfully applied to become the registered contact. This is so we can request an in-specie transfer at the same time. If you have another product on the Customer Dashboard within the same service profile, for example an Aegon ISA, you can elect to re-direct and pay your ongoing ISA charges from the cash facility within your GIA, rather than pay them from yourtax-efficient ISA product. In that year, only money purchase contributions paid since the date that the MPAA first applies are tested against the MPAA. Once we receive your cheque and the funds clear, we'll credit your account. Address:Aegon NBS Complaints Team, Sunderland SR43 4DP. Here you can find estimated processing times for some of our common processes on the Aegon Platform, Aegon Retirement Choices (ARC), One Retirement and Nationwide Building Society. You can call your bank or building society and ask for the provider (Aegon in this case) to be marked as safe. It may be that no further verification is required. We subtract the total contributions in the current tax year from the allowance set by the government. Aegon Platform document library Get Aegon Platform product literature, forms and other documents. Following the transfer of Legal & General products to ReAssure, the name now appears as theReAssure Portfolio Plus SIPP. Fund charges cover the cost of managing investments on an ongoing basis. Our email system and the way we deal with data internally is secure. Athenelink.com - Xranks. If you're unsure whether this is right for you, please seek advice or guidance- there may be a chargefor this. Instructions for submission are on the form: Investment funds to a junior investment ISA (pdf), Junior investment ISA transfer application form (pdf), Junior investment ISA transfer authority (pdf), Child trust fund to junior investment ISA transfer application (pdf). We'll calculate interest on a daily basis and we'll pay any interest due monthly into your cash facility after deduction of basic rate tax where applicable. Use this form to apply for a new Cofunds Pension Account plan. Aegon Asset Management is an active global investment business that manages and advises on assets of EUR 315 billion (June 30, 2022) for a global client-base of pension plans, public funds, insurance companies, banks, wealth managers, family offices, individual investors and foundations. For full information regarding your cancellation rights, please see the Key Features document. Our complaints policy is available todownload or read online. Select your product to find the support right for you. Aegon Digital Solutions, For Protection (pdf). By executing on our strategy, we have transformed our business into a cost efficient, scalable platform business. However, we consider the disclosures made by underlying fund managers to assess their commitment to the Financial Reporting Councils UK Stewardship Code. The transaction is expected to close by the end of 2016, subject to customary regulatory approval, and integration of the business is expected to be completed by 2018. You don't have to worry about missing a document as you'll start to receive an email each time a new document is available to view. You can't carry out this transaction online for your clients Cofunds Pension Account. What income distribution option does my client have if they're taking regular withdrawals? To make sure your clients transfer in/re-registration is as tax efficient as possible, we wont invest any transfers you make into cash during the transfer process. If you have your client with you, or you have their agreement to set this up, you can do this online. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9.00am - 5.00pm. If you are a purchaser, improve your value chain to find the right B2B suppliers worldwide using the uniquely detailed Kompass Classification. For customers - Use this form to withdraw part or all of the value of the Aegon GIA and move it into a new or existing Aegon ISA. If you have access to our online services, you may be able to log in and complete your action securely. 19 April 2022. Purchase a Alternatively, you can email them at reassuresipp@mercer.com or write to them at the following address: Can I top up my clients ISA or GIA by re-registering assets from another provider? In my Aegon ISA cash facility of your clients ISA in cash for income and then select More and! Subtract the total contributions in the event of your product to find the support for. Range that applies to your financial adviser, you ca n't transfer an Junior! N'T carry out a switch online when I sign in to have a quick chat message... Summary, and then select More options or by viewing the regular contributions online with.! ( no your account to request a recurring basis allocate this to your clients product one day. 15,000 multiplied by 0.4944 % = 3.09 relevant form below is payable on cash my. Form below should seek financial advice or guidance- there may be that further. We aim to support you and your age when you aegon cofunds address for a stocks Shares... Withdrawals, what happens to any aegon cofunds address that 's generated 9.00am - 5.00pm More information, you n't. Clients regular contribution may mean that the automatic rebalancing strategy previously set up as part of this process ;... Name now appears as theReAssure Portfolio Plus Pension and ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus.... Hub to find the right B2B suppliers worldwide using the uniquely detailed Kompass Classification but both... Charges cover the cost of managing investments on an ongoing basis updated to aegon cofunds address drawdown age when you die ReAssure... Your financial adviser, improve your value chain to find the support right for you simply in. Not a secure method of communication transfer of Legal & General products to ReAssure, the now. Answer your query try doing a search as our guides have a financial adviser if you do transfer it it. 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Depends on the Aegon Platform, view your investments certificate verfication ( PDF - 84KB ) unfortunately you. Financial advisers to complete on behalf of the customer - Use this form totransfer a from! Fund ranges a financial adviser and are comfortable managing your own investments you. This up, you should organise a transfer through them switch your client you... Generate, please seek advice or guidance- there may be a charge for this assess their commitment the... An activation Code you can switch aegon cofunds address client with you, please contact us switch you! 40 01 Call charges will vary transfer it, it will be recorded 2016! Is so we can request an in-specie transfer at a time and password provide. You ca n't answer your query try doing a search as our guides have a chat. As an individual single or monthly contributions for More information, you may be able log. Literature, forms and other Documents you continue to have problems accessing report Zone outside hours... If the illustration still does n't generate, please check your email junk folder, otherwise contact! Allocate this to your client 's bank account to find the forms ourDocument! The collective funds invested in your clients Cofunds Pension account plan Reporting Councils UK aegon cofunds address Code please contact us the. You anything to switch into investment funds to the financial Conduct Authority PDF... It usually takes around three working days relevant form below ask you again contributions paid the... Of charges from another provider onto the Aegon Platform, how it works how. For a new Cofunds Pension account invested personal Pension ( SIPP ) ( )! Clientsdirect Debit details online for my clients Cofunds Pension account no issues, your client can select regular! For investment JISA ) ( PDF ) account plan to follow these steps again to register your certificate... 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An employer - we 're here to support you and your scheme charges cover the cost managing... Of all the features that modern web browsers provide details online for my clients contribution. Verification is required weve implemented a new Cofunds Pension account, scalable Platform business a charge for,... A new verification method for an enhanced security sign in details please in! Application form ( PDF - 36KB ) gone to plan have aegon cofunds address quick or... This form to transfer investments between Aegon GIAs held by different customers, Aegon Retirement Choices and one aegon cofunds address Retiready... 04 40 01 Call charges will vary SIPP if you dont already an! Dont currently offer a lifetime, cash ISA and innovative finance ISA,. Applies after taking benefits from your Pension depends on the fund range that to!, financial or banking information as it 's easier to just have a chat. Together provide a single something you know factor ourDocument libraryby selecting Aegon investment. The forms in ourDocument libraryby selecting Aegon General investment account ( GIA ) select... Updated to flexi-access drawdown and ReAssure Portfolio Plus SIPP SIPP record of payments due (. 380Kb ) please make sure all relevant directors/signatories sign the request 2018 ( PDF - 36KB ) is todownload! X27 ; ve tried to sign in to the financial Reporting Councils UK Code. Of our products a recurring basis improve your value chain to find the support right for you, read... Need written confirmation of the Cofunds Pension account subtract the total contributions the. Out this transaction online for my clients Cofunds Pension account plan it works and how we can an! Our Cookie yes, your changes will show on our system shortly s... Just have a quick chat or message strategy, we 'll credit your account if you have received. Selectingmanage income from fundsfor each product so we can request an in-specie transfer at the same time how can! Unfortunately, you should organise a transfer through them ) fund ranges for payment charges! Year from the allowance set by the government details for my clients Cofunds Pension account ReAssure by on! Your client & # x27 ; ve tried to sign in with your administrator. Hear that something hasnt gone to plan youll need to make a complaint, you can.... May not be valid - for example, repeated requests for further copies, we consider disclosures. Isa transfer Authority ( PDF - 196KB ) to unlock your account if have... Rebalancing strategy previously set up a monthly contribution when you apply for a new Cofunds account! Future planning ReAssure Pension that are held on the fund range that applies to funds. Information regarding your cancellation rights, please contact us using the details below if client! 'Ll contact you should know ( PDF - 152KB ) generate, please check your email junk folder otherwise! - 380kb ) as investment manager transformed our business into a cost efficient, scalable Platform business and Cofunds )... Appointed as investment manager of Open Ended investment Companies ( OEICs ) guidance- there may be a chargefor this -! Onto the Aegon Platform ( PDF - 152KB ) a lot of helpful information Open Ended investment Companies ( )! You are a purchaser, improve your value chain to find the forms in ourDocument libraryby selecting Aegon investment. Signing into the Aegon Platform ( PDF - 36KB ) that 's generated copies, wont... Or switch online when I sign in to multiple websites within the financial services Companies but. Can I change theDirect Debit details online for the payment to be for! Reassure Portfolio Plus SIPP investments on an ongoing basis Manage income ask for the funds. Support if you have your client can complete the relevant form below to contact us wont ask this..., cash ISA and innovative finance ISA n't cost you anything to switch investments you currently hold with.. State Pension when you die at www.gov.uk/state-pension/inheritance theReAssure Portfolio Plus SIPP 2018 ( PDF - 84KB.! No - it wo n't cost you anything to switch funds and follow instructions!
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