Transact Portfolio Administrator

• A single consolidated service.
• Secure 24 hour on-line access to your entire portfolio.
• Daily valuations.
• Access to a wide range of available investments.
• UK stocks, investment trusts, unit trusts, ISA's, PEPs and personal pensions.
• Insurance products are to be added soon.
• Access to many of the leading money managers in the UK.
• Freedom to choose who will manage each and every element of your Portfolio.
• All stockbroker and fund manager communication is handled by Transact.
• All dividends, income payments, and tax and charge rebates are collected by Transact.
• Secure on-line transaction capability.
• Secure telephone transaction capability.
• Records of all purchases, sales and deposits in your Portfolio
• Twice yearly comprehensive statements will be provided which may assist you with your tax returns
• Cash withdrawals paid directly into your bank account can be made on a regular basis
• Current investments may be transferable into your portfolio & more.

Transact dealing charges are broadly standardised across all Facilities and investment types. Most of the cost of carrying out transactions is reflected in the annual commission, so that ongoing buying costs do not inhibit prudent and appropriate revisions to your Portfolio. Transact thus provides value for money when you are making changes to the investments in your Portfolio.

The cost of administration is charged separately from dealing commissions and, by using computerised processes, these charges are kept low.

To register, either call 01225 428444 or click here.