Compare The Platform: Transact (Portfolios up to £100k)

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Transact (Portfolios up to £100k)

Transact is a platform designed for use by financial advisers for their clients. They provide an array of tools for advisers to better manage their clients’ assets.

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Available products & Wrappers

General InvestmentsISAsJISAsPensions & SIPPSJunior Pensions & SIPPSOnshore bondsOffshore bondsOther

Available investments

UK fundsOffshore fundsETFsITsEquitiesBondsOther
Research, Tools and Information
Data And Tools
Performance analysis charts, CGT calculator, funds/share information, risk profiling, bulk dealing, rebalancing, reports, model porfolios, asset allocation tool, fund selector (Morningstar and FinaMetrica), x-ray and money mapping tools.

Table of charges

PLATFORM CHARGESPRODUCT CHARGESOTHER CHARGES
Funds/Exchange-traded instruments (0-£59,999)0.50%
Funds/Exchange-traded instruments (£60,000-£100,000)0.29%
ISA admin fee (invoiced quarterly)£12 / year
JISA admin fee (invoiced quarterly)£12 / year
SIPP admin fee (invoiced quarterly)£80 / year
Onshore bond admin fee (invoiced quarterly)£72 / year
Offshore bond admin fee (invoiced quarterly)£240 / year
Buy commission0.05% of investment value
Exchange-traded instruments (dealing charge)£0.50 - £3.75 per transaction

Compare the Platform Says

Products & WrappersInvestmentsResearch & GuidanceChargesOVERALL SERVICE
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