When you use Transact you have full access to materials that will help you get started, open wrappers and manage investments
Simply log into Transact Online where you can find:
- User Guides
- Key Feature Documents
- Trust documents
Bulk Transfer User Guide – Access our handy guide if you are moving the assets of more than 10 clients to Transact from another platform, all at once.
Discounted Gift Trusts – We have improved our Discounted Gift Trust service to help make creating and administering these trusts quicker and easier.
ISAs on Transact – Access our quick guide to ISAs to support you in explaining to clients which ISAs are available on Transact, as well as their benefits.
MiFID II – Access content explaining MiFID II Transaction Reporting requirements and more recently, Conduct and Governance Ex Post Costs & Charges.
- MiFID II Transaction Reporting
- MiFID II Conduct and Governance – including Ex Post Costs and Charges
You can also access a suite of training videos to help you get started and learn about new and existing functionality on Transact.
Our short video for clients provides an introduction to the Transact service.