Transact is offering a Pep wrapper for Invesco Perpetual single company Pep holders to transfer hold...
Transact is offering a Pep wrapper for Invesco Perpetual single company Pep holders to transfer holdings following the group's announcement that it is to withdraw from the single company market. To transfer to the Transact Pep, brokers need to complete the T005 ' Transact Pep Transfer Instruction form for each Pep if they are transferring less than 20 clients' holdings. Clients will have to register with Transact if they have not done so already by completing the T001 ' Transact Portfolio Application form. If an adviser has more than 20 Invesco Perpetual clients, they can mandate Tran...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes