Transact
Online investment platform
Transact is a wrap service that provides an online administrative support tool for financial advisers to assist them in managing client portfolios. It uses an online platform to bring assets and investments together in on place, releasing financial advisers from time-consuming paperwork and administration.
Transact provides a consolidated dealing service for financial advisers which enables them to instruct Transact to undertake purchases and sales of investments on behalf of their clients.
Transact does not provide any investment advice. Products offered include General investment accounts, ISAs, JISAs, offshore bonds, onshore bonds, Personal Pension Plan and SIPPs.
Investment
Cash levels have continued to rise on Transact's wrap platform as advisers look to shelter from the ...
12 March 2008
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Investment
Intermediaries can obtain up to 3.75% commission when buying funds from Threadneedle's UK range throu...
04 March 2008
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Investment
Principal Global Investors is making its first move into the UK retail market by making its fund rang...
07 February 2008
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