PORTFOLIO MANAGEMENT TRANSACT - Commission variable commission structure |
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| AVAILABLE TO: IFAs and combination Websites. | |
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The integrated portfolio administration service which allows a cost-effective consolidated investment portfolio to be constructed and maintained, providing your clients with the ability to take control of an manage their investments |
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Set up procedure Please visit the Transact website at http://www.transact-online.co.uk and view their excellent online demonstration. If this service would appeal to your clients, next steps are: 1) Call Transact on (020) 7608 4900 and ask to speak with a Business Development Manager who will arrange to visit you 2) After reviewing the Transact Portfolio System, and if you decide you would like a link to them, please notify Transact on the same number as above, (or e-mail info@integrafin.co.uk) to ask them to badge (personalise) your version of the Transact site. They will need a logo, which we will e-mail to them upon request and we will then receive code to integrate into your site If, however, you are already registered to Transact, just contact them and start there! |
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Tom Philipps - 020 7608 4900 - tphillips@integrafin.co.uk |
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