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Documents and downloads
Your account terms and portfolio charges may be different depending on when you purchased your initial investment, and whether or not you received personalised advice. Select an option below to access your account documents.
Where you hold commission-free funds, please refer to the Nationwide Customer Agreement for the latest terms and conditions which apply to those funds.
For all your Aegon platform documents, please log in to your Aegon Customer Dashboard, click on a product name, and open the ‘documents’ section.
There is a different Tariff of Charges for commission-included and commission-free funds. For the latest charges that will apply to each type of fund, please refer to the:
For the latest terms and conditions that will apply to your Nationwide portfolio, please refer to the Nationwide Customer Agreement.
If you would like to opt back into Ongoing Advice (including access to the Personal Finance Portal) please make an appointment to see your Financial Planning Manager.
Use our online booking form to request an appointment with a Financial Planning Manager.
You can get in touch with us over the phone. We’ve made it easy to find the best number to call.
The value of your investment can go down as well as up so you may get back less than you originally invested