Linking Third Party Offshore Bonds To A GIA

You may be aware that several offshore bond providers external to Transact permit a Transact GIA to hold the bond’s assets. Using platforms in this way is a fantastic way to capture a record of your client’s assets in one place without surrendering the existing bond. There are other additional benefits such as:

• Linking the bond portfolio to the client’s personal portfolio for charging purposes, therefore reducing the overall costs.
• The ability for clients to view the bond portfolio whilst logging into their personal portfolio.
• The ability to overlay the same asset selection/MPS across the personal and bond portfolio.
• The ability to prepare combined investment analysis and reporting.
• Access to our market-leading cash interest rate (equivalent to 4.88% p.a. payable monthly, as at January 2024).

These, combined with the tax advantages of holding bonds, make them even more attractive as an investment alternative. If you would like to learn more, please contact your business development manager.

1. Introduction
2. TOL Recent Enhancements 
3. Structured Product Trends
4. Linking Third Party Offshore Bonds To A GIA
5. Transact Webinar Highlights From 6 February
6. Transact Data API
7. Transact – BlackRock MPS
8. Transitional Tax-Free Amount Certificates For The New Pension Allowances
9. Fund Changes
10. Interest on Cash
11. Transact Events 2024