Transact Online continues to evolve, and this month we have made the following updates:

Offshore Chargeable Event Certificates

 Offshore Chargeable Event Certificates are now available through the Pick-Up Page, making them easier to find alongside other Transact documents.

Enhanced Performance Analysis

Enhanced Performance Analysis now includes Annual Allowance Charges and HMRC refunds, providing a more complete picture of portfolio performance

Improved Rebalance Reporting

Improved Rebalance Reporting now clearly identifies wrappers containing Limited Liquidity Assets (LLAs) and highlights any resulting impact on template allocations.

Please contact your Adviser Support Manager (ASM) or Business Development Manager (BDM) if you would like more information - their contact details can be found on the linked pages above. 

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