Transact Funds Under Direction grow 8.7%

Funds under direction at wrap platform Transact grew 3.5% over the quarter ending 30 September 2020, an 8.7% increase for the financial year despite a “difficult and unpredictable” operating environment.

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Transact latest platform to accept digital signatures

Following a successful pilot, wrap platform Transact said it is now accepting digital signatures on most applications via DocuSign or moneyinfo.

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Ian Taylor to retire from Transact parent

 

Ian Taylor, one of the founders of Transact and a former chief executive, is to step down as an executive director of the platform’s parent in February as he heads for retirement.

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Transact tightens rules on £30k+ pension transfers

Investment platform Transact has tightened up its rules on pension transfers following the FCA’s campaign to tackle problems with poor transfer decisions.

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