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For Advisers

ADVISER CHARGES – FLEXIBLE OPTIONS

We can accommodate many options depending on your needs, client base and business model

Our wide range of remuneration options means we can facilitate a range of fee structures that you have agreed with your clients.

Adviser charging options

  • Ad valorem charges both initial and annual
  • Ad hoc fees
  • Retainers
  • Regular fees
  • Tiered charging
  • Discounts

We can accommodate payments from your clients’ cash held on Transact.

Fee payment account

An alternative way to manage Transact charges, adviser fees and cash within wrappers or a portfolio is to use a fee payment account. Your clients can elect a particular wrapper to pay the charges for other wrappers. This service is available for most Transact fees.

Find out more

Speak to a member of our team for more details about the charging options available to you and your clients.

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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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  • 29 Clement's Lane, London EC4N 7AE
  • 020 7608 4900
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© 2024 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).