Transact
Transact is one of the oldest platforms in the UK, having been in operation since 2000. It is a member of the FTSE 250.
Transact hosts one of the widest ranges of products and investments in the market offering S620 pensions and a broad range of investment trusts. It operates a tiered charging structure and is more expensive for smaller balances. The pricing and broad investment and product range mean it is often used by advisers for larger and more complex client cases.
Available propositions
Transact (Portfolios less than £100k)
Transact (Portfolios less than £100k)
Transact (Portfolios £100k+)
Transact (Portfolios less than £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 | Onshore bonds | Offshore bonds | Other |
|---|---|---|---|---|---|---|---|---|
| Section 32 Buy Out Bond |
Available investments
| UK funds | Offshore funds | ETFs | ITs | Equities | Bonds | Other |
|---|---|---|---|---|---|---|
| VCTs and structured products |
Table of charges
| Platform charges | Product charges | Other charges | |
|---|---|---|---|
| £0-£60k | 0.50% | ||
| £60k-£100k | 0.26% | ||
| Admin fee (ISA/JISA/LISA) | £12 exc VAT per year | ||
| Sipp admin fee | £80 exc VAT per year | ||
| Onshore bond admin fee | £72 exc VAT per year | ||
| Offshore bond admin fee | £240 exc VAT per year | ||
| Exchange-traded dealing | £0.50 - £3.75 per trade |
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 | Onshore bonds | Offshore bonds | Other |
|---|---|---|---|---|---|---|---|---|
| Section 32 Buy Out Bond |
Available investments
| UK funds | Offshore funds | ETFs | ITs | Equities | Bonds | Other |
|---|---|---|---|---|---|---|
| VCTs and structured products |
Table of charges
| Platform charges | Product charges | Other charges | |
|---|---|---|---|
| £0-£600k | 0.26% | ||
| £600k-£1.2m | 0.17% | ||
| £1.2m-£5m | 0.07% | ||
| £5+ | 0.05% | ||
| Admin fee (ISA/JISA/LISA) | £12 exc VAT per year | ||
| Sipp admin fee | £80 exc VAT per year | ||
| Onshore bond admin fee | £72 exc VAT per year | ||
| Offshore bond admin fee | £240 exc VAT per year | ||
| Exchange-traded dealing | £0.50 - £3.75 per trade |