Financial Services > Investments > Wrap Accounts > Wrap Account Providers - Transact

Transact Wrap Accounts

The concept of wrap accounts originated in the USA in the 1970s. They were developed further in the 80s in Australia and are often known as master trusts. Now becoming increasingly popular in New Zealand and South Africa, Transact is the first Integrated Portfolio Service to be launched in the UK. Introduced by Integrated Financial Arrangements plc whose parent company, ObjectMastery Development Pty Ltd is one of Australia's leading master trust providers.

 

Wrap accounts give private investors a centralised and complete personal pension and investment portfolio.

Your financial adviser can manage the account for you and Transact provides a unique "one-stop-shop" so it will be the only investment service you will need. You can make sure you take full advantage each year of the tax benefits of ISAs, PEPs and Personal Pensions. Transact plan to extend the product range to include insurances in the near future.

If you would like more information about this product, please complete a Quick Enquiry Form. We will arrange for an independent adviser to get in touch with you to talk about it.

Is your pension going to be enough? Visit us at www.pensions.co.uk to find out.

 

UK Investments - Financial, Property & Other Investments - 1998-2008

Investments Newsletter

Investments Newsletter