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Adviser Update

Transact and Letters Of Authority

We’ve made a small change to our requirements on client Letters of Authority (LOAs). Previously we have relied on company headed paper to provide us with the necessary details like FCA number and address.

Due to the increase in consolidators with the same name, and potential in errors related to client transfers to similar sounding firms, we would now like you to provide clearer instruction as to who the clients are and where the clients should go. As a minimum we will need:

  • Company headed paper
  • FCA number on the signed LOA
  • Client portfolio number and signature
  • Transact 9-digit reference for the adviser you wish to place the client under. If you do not have one, please call 020 7608 5350 to register with us.

Providing these will help with the smooth transition of clients. If you have any questions, please call Sales & Online Support on the above number.

 

1. Introduction
2. TOL Recent Enhancements 
3. Integrations – It Wasn’t A Quiet Summer!
4. Transact Transfer Specialists
5. Fraud Risks to Be Aware Of
6. Transact And Letters of Authority
7. Transact – BlackRock MPS
8. Utilising Trusts to Give Wealth Away But Still Retain Access
9. Interest on Cash Deposits
10. Transact Events 2024

 

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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  • 4th Floor, 2 Gresham Street, London, EC2V 7AD
  • 020 7608 4900
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© 2026 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).