INVESTING

HOW TO INVEST

To deposit cash into a Transact Portfolio you can either:

  1. Perform a direct bank transfer using the following details:

Name of Account            Transact Client Account
Name of Bank                  NatWest
Account Number             36298921
Sort Code                         60-00-01

Please reference:

  • The 9-digit Portfolio number for an existing portfolio, or
  • The National Insurance number of the Investor named on the application form for new applications
  • The wrapper into which you would like to make the deposit (e.g. ‘GIA’, ‘PP’, ‘ISA’, ‘S32’).E.g. 123456789ISA or JE123456BGIA
  1. Complete a Direct Debit Mandate

Please be aware that when initially setting up a direct debit we will undertake certain checks to verify the bank account and the payee’s identity.