Transact Online continues to evolve, and this month we reflect on a recent popular implementation.
We’re excited by some initial feedback from a senior paraplanner:
“Thanks for your session the other week on the new Bond calculator – really useful that we can see that figure live on the platform. Transact are miles ahead of other providers on that!”
Bond Withdrawals & Chargeable Gains Calculations
You can complete one-off bond withdrawal chargeable gain calculations on TOL, with gains presented on both a proportional and segmental basis. The preferred basis can be selected and a withdrawal submitted within a single instruction. This provides you with increased efficiency from a streamlined process which reduces the time required to assess and process withdrawals. It also provides you with information much faster, as the calculations are presented instantly on screen, and gives you access to better decision-making tools as you can compare options straight away and select the most appropriate withdrawal method.
Please contact your Adviser Support Manager (ASM) or Business Development Manager (BDM) if you would like more information - their details can also be found under Contact on Transact Online.