Valuations - Aegon Platform

Information to setup the valuation service with the provider is detailed below.

For further information, please refer to the valuation user guide.

Provider support telephone

03456 044 001

9:00 – 17:00 Monday to Friday

Provider support email

escalationteam@aegon.co.uk

Provider website

https://intermediary.aegon.co.uk/apmfa-home/login

Service Availability

Available 24 hours Monday to Sunday 

(subject to maintenance)

Access credentials for Pathways

Firm Level

Aegon Organisation ID (OUID) + Synaptic Organisation ID

Registration

Aegon have produced a User Guide to help advisers with the setup process on the Aegon Platform. 


Click on website address above and follow the instructions in Aegon's Guide to Platform Bulk DataWhen setting up, select Synaptic from the integrator dropdown list. 


If you have any issues, please send an email to escalationteam@aegon.co.uk requesting to be set up for the Synaptic bulk valuation service with the following information: 

  • Company Name
  • Company Address
  • FCA Firm Reference Number

Message type

Individual bulk valuation

Fund codes supported

ISIN

MexID

Product types

Platform

Setup guidance

The contracts should be entered as on platform.


  • SIPP
  • SIPP Drawdown
  • General Investment Account
  • Stocks & Shares ISA
  • Cofunds Pension Account
  • Suffolk Life Annuities
  • Suffolk Life Trustees
  • L&G Portfolio Plus SIPP
  • AJ Bell InvestCentre SIPP