Transact has reduced charges on its platform and has lowered the threshold size of client portfolios eligible for lower annual fees from £180,000 to £150,000.
Previously, clients with portfolios valued below £180,000 have had to pay a higher 0.5% fee on the first £60,000 invested, and the lower 0.325% fee on the remainder of their assets. From 1 November,...
Effective 1st December
Mix it with the big boys
'Leave no stone unturned'
Calculates best platform for client
Following M&G suspension
No change in the 'near term'
UK goes to the polls on 12 December
Over the course of this week Professional Adviser has revealed the majority of the shortlists for our 2020 PA Awards, the winners of which will be announced at a black-tie dinner in February.
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