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Transact (Portfolios £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.

Available products & wrappers

General investments ISAs Lifetime ISAs Junior ISAs Pensions & SIPPs Junior Pensions & SIPPs Other
Section 32 Buy Out Bond

Available investments

UK funds Offshore funds ETFs ITs Equities Bonds Other
SICAVs, VCTs, Structured products and others available

Table of charges

Platform charges Product charges Other charges
Funds/Exchange-traded instruments (0-£600,000) 0.26%
Funds/Exchange-traded instruments (£600,000.01-£1,200,000) 0.17%
Funds/Exchange-traded instruments (£1,200,000.01-£5,000,000) 0.07%
Funds/Exchange-traded instruments (over £5,000,000) 0.05%
ISA admin fee (invoiced quarterly) £12 / year
JISA admin fee (invoiced quarterly) £12 / year
Lifetime ISA 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
Exchange-traded instruments (dealing charge) £0.50 - £3.75 per transaction
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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.