Legal & Regulatory



Conflicts of Interest Policy

For full details, please refer to the Conflicts of Interest Policy Summary document.


For full details of our Cookie Policy, please refer to the Transact Cookies in Detail document.

Country-by-Country Reporting

The Capital Requirements (Country-by-Country Reporting) Regulations 2013 (SI 2013 No. 3118) implements part of the European Union’s Capital Requirements Directive (“CRDIV”). Credit institutions and investment firms must disclose certain information on a consolidated basis for each country in which the firm has a subsidiary or branch.

For full details, please refer to the Country-by-Country Reporting document.

Modern Slavery Statement

This statement is made pursuant to section 54 of the Modern Slavery Act 2015 (the ‘Act’) and sets out the steps that the IntegraFin Group has taken and is continuing to take to ensure that modern slavery or human trafficking is not taking place within its business or supply chain.

Modern Slavery Statement 2021
Modern Slavery Statement 2020
Modern Slavery Statement 2019
Modern Slavery Statement 2018
Modern Slavery Statement 2017
Order Execution Policy

The Order Execution Policy sets out how we fulfil our duty to take all sufficient steps to obtain the best possible results when executing client trade orders.

For full details, please refer to the Order Execution Policy document.

Order Execution Venue and Quality Report

The Order Execution Venue and Quality Report contains the qualitative and quantitative information that is required to be reported under MIFID II for Integrated Financial Arrangements Ltd. The data contained in the report is also provided in machine readable format below.

Order Execution Venue and Quality Report
Data Report – Machine Readable Format

Pillar 3 Disclosures

The Pillar 3 Disclosures document contains information concerning the risk management practices and capital resources of Integrated Financial Arrangements Ltd, which must be publicly disclosed pursuant to rules made by the Financial Conduct Authority (FCA).

For full details, please refer to the Pillar 3 Disclosures document.

Shareholder Engagement Statements

These Shareholder Engagement Statements are published by IntegraLife UK Limited.

Website Terms and Conditions

General terms and conditions of use for this Transact website

These terms and conditions apply to all users of the Transact website, and you understand that by accessing this website you agree to be bound by them. Please be aware that additional terms and conditions apply to registered intermediaries and registered investors when they log in to use the Transact service. Transact’s services are primarily designed to fit the needs of UK residents and certain services may not be available to residents of other countries.

For the full details please refer to the Transact General Terms and Conditions of use for the Transact website.