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Adviser Update

Administration Of Transfer Deposits from Third-Party Providers

We have made changes so that going forwards, any residual cash of £1,000 or above, received within 30 days of the initial transfer, will be invested in accordance with your original instructions. Otherwise, it will be retained as cash. This is to ensure we are not carrying out instructions that are no longer valid. If you wish to invest any of this retained cash, you can do so by submitting a new instruction via Transact Online.

To view deposits recently applied to your clients’ wrappers you can go to ‘Reports’ > ‘Recently Completed Transactions’. You can then place an investment via ‘Transactions’ > ‘Buy/Sell’.

 

1. Introduction
2. TOL Recent Enhancements 
3. Transact API Integrations
4. Administration of Transfer Deposits From Third-Party Providers 
5. Adviser Trends from 2024 Investment Trends Study.
6. Transact-BlackRock MPS Goes Live on FE Analytics
7. Pension Scheme Death Benefits Post 6 April 2024
8. Succession Planning
9. Interest on Cash Deposits
10. Transact Events 2024

 

This website is designed to be used by financial advisers, their clients and professionals. It is intended as general guidance only and should not be viewed as a recommendation to use or rely on any features mentioned. The information is not advice, nor is it a substitute for advice.
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© 2025 Integrated Financial Arrangements Ltd
"Transact" is operated by Integrated Financial Arrangements Ltd. 29 Clement's Lane, London EC4N 7AE. Tel: 020 7608 4900 Fax: 020 7608 5300. (Registered office: as above; Registered in England and Wales under number: 3727592). Authorised and regulated by the Financial Conduct Authority (entered on the Financial Services Register; no. 190856).