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Consolidated Portfolio Service
- Transact
There
are many advantages in managing your portfolio using Transact. These
are summarised below. The cost of this service is largely offset
by negotiated reductions in Fund Manager charges and Adviser Direct
rebate of commission. The service can even be effectively free, depending
on funds chosen. More information can be found in the full Transact
brochure (See below).
Build
Your Portfolio:
- From
a wide range of available investments.
- Using
a wide range of facilities.
- In
one single consolidated service.
Manage
Your Portfolio:
- All
stockbroker and fund manager communication and most paperwork is
handled by Transact.
- All
dividends, income payments and tax and charges rebates are collected
by Transact.
- You
and Adviser Direct concentrate on the discussion and decisions
that matter.
Access
Your Portfolio Simply and Safely:
- Your
Adviser or your Transact Client Service Manager is available to
take your telephone calls at any time during business hours.
- A range
of on-line servicing facilities is available at Transact via your
Adviser Direct web-site portal.
- You
can use a secure, personal PIN for telephone transactions or to
access your portfolio on-line.
Keep
Informed:
- You
have 24-hour secure internet access to your portfolio details and
daily valuation.
- Records
of all purchases, sales and deposits in your portfolio (except
those undertaken on a regular basis) will also be sent to you in
writing.
- Twice-yearly
comprehensive statements will be provided which may assist you
with your tax returns.
- All
information comes to you together from one source.
Draw
An Income:
- Cash
withdrawals can be made on a regular basis.
- You
select the amounts to be paid.
- Transact
pays them direct to your bank account.
Use
Other Services:
- Your
existing investments may be transferable into your portfolio and
included in the Transact service.
- Pension
plans including income draw-down
and phased retirement.
Click
here to request further information.
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areas of the site, select from the black tabs at the top of this
page.
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