OEIC Forms
OEIC Funds
- OEIC Application form
(PDF 308KB) - Additional shareholder application form
(PDF 221KB) - Direct debit
(PDF 25KB) - Simplified prospectus and customer agreement
(PDF 576KB) - Identity verification certificate
(PDF 72KB) - Protecting your personal information
(PDF 1.5MB)
What is an OEIC?
An OEIC (Open Ended Investment Company) is a pooled investment which offers a range of funds in which you can invest.
By investing in one or more of these funds you benefit in two ways. You are able to access a wider range of investments, which reduces risk, and you benefit from having expert fund managers to look after your investments.
AEGON Asset Management currently offers a range of over 16 OEIC subfunds. You can invest in these directly or, where appropriate, using an ISA or PEP. For further information on how to do this you can contact our Investor Helpdesk.