8th September 2009

AEGON - Bond View - now even more helpful

We know you already enjoy the benefits of our Bond View service, but it now gives you even more information.

With our new ‘bond history’ function, you can view all the transactions that have taken place on your client’s bond.

So our complete Bond View service now allows you to:

  • see all the transactions that have taken place on their bond since they took it out
  • find out the current value and the cash-in value of their bond
  • view their personal details or withdrawal information
  • submit a request to change their personal details
  • see which funds your client is invested in or submit a request to change these

You don’t even have to do anything to take advantage of this improvement – you’ll be able to see all these details next time you log into Bond View.

Registration

Free Registration and CPD

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