Transact
Company Information
About
The Transact Company
Introducing
the UK's first Integrated Portfolio Service
Although
Transact is the UK's first Integrated Portfolio Service, the concept
of providing private investors with a centralised and complete personal
portfolio has a long-established and successful history around the
world.
The
original idea can be traced back to the development of "wrap
accounts" in the USA in the 1970s. In the 1980s a further step
forward was taken in Australia with the introduction of "master
trusts". Master Trusts now account for some £50 billion
of investments and pensions from many thousands of private investors
- and have recently also flourished in South Africa and New Zealand.
Integrated Financial Arrangements plc was established in the UK
in 1999. They have drawn upon the resources and experience of their
parent company, ObjectMastery Development Pty Ltd, one of the leading
providers of master trust systems in Australia, to introduce Transact
- the UK's first Integrated Portfolio Service.
Why use Transact?
Because
Transact gives you control
Opening a Transact Portfolio makes it possible for you and your
adviser to construct a cost-efficient, consolidated investment portfolio
that gives you the ability to take control of your investments.
Because
Transact gives you clarity
With Transact you get a clear view of your whole investment position.
No longer are you required to think in terms of individual "products"
or "plans" - instead you have a holistic picture of your
current financial situation and its likely future. This will change
forever the way you view your portfolio.
Because
Transact gives you choice
Your Transact Portfolio gives you a choice of investments from stocks
on the London Stock Exchange and funds managed by a wide variety
of different fund managers.
Because
Transact gives you completeness
When combined with financial planning advice from your adviser,
Transact's unique "one-stop-shop" is the only investment
service you will need. You will be able to set up and manage your
own portfolio of investments and take advantage of the tax benefits
of ISAs, PEPs and Personal Pensions (with insurance facilities to
be added soon).
Because
Transact gives you service
As you only ever have to deal through Transact, all the information
you need is in one place and, because they provide a service rather
than sell "products", it is in a format designed for your
benefit rather than theirs.
Because
Transact gives you value for money
Your Transact Portfolio is priced to make possible the economical
management of a complete portfolio over the longer term. Instead
of the differences between charges commonly found elsewhere, 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.
In
short, a Transact Portfolio will give you a single integrated solution
to meet your investment and financial planning needs.
Integrated
Financial Arrangements plc - Authorised and regulated by the Financial
Services Authority
Registered
Office:
Domain House, 5-7 Singer Street, London EC2A 4BQ
Registered
Number:
3727592 in England
Delivery
Address:
Ground Floor
Domain House
5-7 Singer Street
London
EC2A 4BQ
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