Access the Transact Wrap for less
SAVE MONEY with a Free Portfolio Review - Find Out How >>
Reasons to transfer:► Low cost use of Transact.
► Online access for valuations, dealing and admin.
► Portfolio management service.
► Annual service charge as low as 0.17%.
► Buy Vanguard funds and other low cost index trackers.
Why Investor Profile?
What is it?Transact is a wrap platform - a place where you can open an ISA, Personal Pension, SIPP, or a General Investments Account all under one roof and take control of your investments.
Within any of these accounts you can buy Shares, Unit Trusts, OEICs, Investment Trusts, ETFs, and Gilts, as well as fixed interest or structured Cash products.
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.
Please feel free to browse the online demonstration below to get an idea of what it would be like to have a Transact investment account.
How does it work?
Simply call or e-mail us and let us advise you on whether it's right for you before opening an account and we'll talk through your options with you. You can 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. Getting started is easy - contact us today.
What do I get?
- Invest in any Unit Trust/OEIC, ETF, Investment Trust, listed Shares or Gilts.
- Buy Vanguard Funds and other low cost index trackers.
- Online access to your account for valuations, dealing and administration.
- Open an ISA, Personal Pension, SIPP, or General Investment Account all under one roof.
- 100% commission rebate on initial and annual commissions.
- Full transaction listing facility for better quality investment reporting.
- FREE capital gains tax report generated for you.
- FREE quarterly review of your holdings including recommended buys and sells*
- FREE quarterly investment report including an analysis of your holdings.
* Quarterly review service is available to clients with £50,000 or more who wish to receive a full risk profile report and asset allocation recommendation upon moving to the Transact platform with Investor Profile. Please contact us for more details.
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. Please see our Fees and Charges for more details.
Why Investor Profile?
How do I apply?
1) Call or e-mail us today for free advice on whether the Transact service is right for you.
2) If it is we will then help you achieve this in the easiest and most cost effective way possible.
3) Then simply download, complete and return the appropriate form(s) from the list below.
4) Remember to include your cheque or direct debit mandate if investing new money.
5) Then send them back to us: Investor Profile, 230 Acre Lane, Northampton, NN2 8DX.
NOTE: you do not have to complete the whole form. Please contact us to check which forms to complete and the sections that are required to be completed by you.
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.
