New CGT reporting tool for ARC GIAs

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For adviser use only

 

Our new CGT reporting tool for Aegon Retirement Choices (ARC) General Investment Accounts gives advisers and paraplanners the information they need to manage their client’s CGT liabilities.

  • Easy to track profit and loss - simple visual layout and intuitive navigation.
  • Enables CGT calculations - provides the data for CGT planning and tax calculations.
  • Client facing reports.
  • Bespoke paraplanner view - gives access to client information on behalf of advisers.

For a full overview, go to our CGT reporting tool page.