Free Range Portfolio
With our Free Range Portfolio you will be able to manage more of your money online, quickly and easily, in one place.
You will benefit from 100% commission rebates on initial and annual commissions to help your investments grow over time.
What is it?
A place where you can open an ISA, Personal Pension, SIPP, or a General Investment Account and take control of your investments.
Within any of these accounts you can buy shares, unit trusts, OEICs, investment trusts, ETFs and gilts.
Importantly you will also have access to passive funds such as the Vanguard range of funds to allow you to benefit from low cost investing all year round.
The investment platform (provided by Transact) is normally reserved for clients of professional wealth managers. However we understand that not everybody wants or needs a professional wealth manager looking after their investments.
We do have a Certified Financial Planner ready to take your call if you require advice on any aspect of your investments or financial circumstances.
Otherwise please feel free to browse the online demonstration below.
How does it work?
Simply open an account using the forms below. Transfer any existing investments you want to or invest new money (by bank transfer or cheque) that is ready for investing to your choice of account and get started.
What do I get?
- Invest in any Unit Trust, ETF, Investment Trust, listed Shares or Gilts
- Online access to your account for valuations and dealing
- Open an ISA, Personal Pension, SIPP, or General Investment Account
- 100% commission rebate on initial and annual commissions
- Hold accounts in joint names or individually
- Nominate a seperate account for your child’s investments (e.g. school fees)
- Link accounts with family members for extra discounts
- Free capital gains tax report generated for you
- Full transaction listing for better quality investment reporting
Does it cost me anything?
Only a little and even then we rebate all commissions back to you so we expect the fee payable to be more than offset by the rebate we give to you.
At the most we charge between £1.70 and £4.70 for £1,000 invested. We take this over the course of a year so it in fact works out to be as little as 14p-39p per month for £1,000 invested. We also offer discounts for families and partners who are happy to link their accounts.
How do I apply?
1) Simply download, complete and return the appropriate form(s) from the list below.
2) Remember to include your cheque or direct debit mandate.
3) Then send them back to us:
Investor Profile, 230 Acre Lane, Northampton, NN2 8DX.
You can either write on the form where you would like your money invested, or wait until the money is in your account and then buy your investment online.
If you are not sure what to invest in please feel free to call us on 01604 211234 where an investment expert will be happy to help you make the right decisions.
If you have any questions about which form you need to complete to open your account please feel free to e-mail us at info@investorprofile.co.uk or call 01604 211234.
For example:
- To open a new Stocks and Shares ISA please complete a T001 and T008S.
- To transfer your existing Stocks and Shares ISA please return a T001 and T004S.
- To open a new Personal Pension please send in a T001 and T018.
- To transfer your existing Personal Pension it's a T001 and T019.
- To open a new Online SIPP please complete the T001 and T031.
Application Forms
T001 New Portfolio Application
T002 Cash Deposit Instruction
T004C ISA Transfer Instruction Cash
T004S ISA Transfer Instruction Stocks and Shares
T006 Direct Debit Mandate
T007 Withdrawal Instruction
T008C New Cash ISA Application
T008S New Stocks and Shares ISA Application
T010S Asset Transfer Request for Shares
T010U Asset Transfer Request for Unit Trusts and OEICs
T018 New Personal Pension Application
T019 Personal Pension Transfer Instruction
T020 Personal Pension Benefit Request Form
T031 New Online SIPP Application
T032 Online SIPP Benefit Request Form
T033 Personal Pension Death Benefit Instruction
Key Features and Other Documents
Transact Commissions Charges and Discounts
Transact Key Features Document and Terms and Conditions
Transact Key Features Document and Terms and Conditions (ISA and GIA)
Transact Online SIPP Income Withdrawal Key Features
Transact Online SIPP Key Features
Transact Personal Pension Income Withdrawal Key Features
Transact Personal Pension Key Features
Please note that there is an overall minimum portfolio size of £5,000 for this service. Please do bear this in mind when making an application for new investments or transferring existing plans.
Before making an application please make sure you have read and understood our Terms of Business, Small Print and Fees & Charges. If you are making ISA or Pension contributions then please also make sure you have read our ISA Facts and Pension Facts before making an investment.
