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Adviser Update

REMOVAL OF PURCHASE RELATED FEES

We have previously confirmed that we are simplifying the range of charges that can be levied through the removal of purchase related fees. As a reminder,  adviser purchase related fees (initial & switch) will no longer be available for existing clients from 8 September. It hasn’t been available for new portfolios since January.

There are still a few advisers using the old fee structure – please remember that this will not be possible from 8 September.

Fee options from September

The three adviser fee types which we will continue to facilitate with Transact are:

  • Annual Fees (with an option for different rates for Cash and Investments).
  • Initial Fees based on the amount deposited (called “Portfolio Establishment Fees”).
  • Ad hoc Fees (on a monetary basis).

Should you require any further information or assistance please contact your Adviser Support or Business Development Manager.

 

 

1. Introduction
2. Transact Online (TOL) –  Recent enhancements 
3. Latest news on integrations
4. Removal of purchase related fees
5. Listen out for the Transact podcast
6. Transact – BlackRock MPS update 
7. IHT and pensions – further clarity and procedural changes.
8.Flexibility and ISAs: current rules and planning opportunities.
9. Mansion House and beyond
10. Interest on cash
11. Transact events 2025

 

 

 

 

This website is designed to be used by financial advisers, their clients and professionals. It is intended as general guidance only and should not be viewed as a recommendation to use or rely on any features mentioned. The information is not advice, nor is it a substitute for advice.
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© 2025 Integrated Financial Arrangements Ltd
"Transact" is operated by Integrated Financial Arrangements Ltd. 4th Floor, 2 Gresham Street, London, EC2V 7AD. Tel: 020 7608 4900 Fax: 020 7608 5300. (Registered office: as above; Registered in England and Wales under number: 03727592). Authorised and regulated by the Financial Conduct Authority (entered on the Financial Services Register; no. 190856).