Documents
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All rights reserved
All rights reserved
Here you will find some of the forms and brochures we will use as we work through the
Advice Process together…
If you click on any of the images, this will open the relevant Standard Document. You can also print and/or save these documents to your own computer. Most of these documents are in Adobe (PDF) format for ease of use; whilst the Client Forms are also available in Microsoft Office formats so you can work with them on your own smart phone /laptop / computer.
We are happy to accept your completed documents via email.
Please let us know if you have any difficulty with any of these documents and forms.
Advice Process together…
If you click on any of the images, this will open the relevant Standard Document. You can also print and/or save these documents to your own computer. Most of these documents are in Adobe (PDF) format for ease of use; whilst the Client Forms are also available in Microsoft Office formats so you can work with them on your own smart phone /laptop / computer.
We are happy to accept your completed documents via email.
Please let us know if you have any difficulty with any of these documents and forms.
Existing Client Accounts
If you already hold an Investment or Pension Account with Transact, you can access these online by clicking the adjacent Transact logo, which will take you to your Transact Account login page:
If you already hold an Investment or Pension Account with Transact, you can access these online by clicking the adjacent Transact logo, which will take you to your Transact Account login page:
Online Client Service Platform
Prospective Clients
If you would like to view the benefits of holding an Investment or Pension Account with Transact, you can read all about them by clicking the adjacent Transact logo:
If you would like to view the benefits of holding an Investment or Pension Account with Transact, you can read all about them by clicking the adjacent Transact logo:
Client Documents & Forms
Please click the headings below to access the standard document, or click the image to access the live document for your smart phone or laptop/pc.
Please click the headings below to access the standard document, or click the image to access the live document for your smart phone or laptop/pc.
Financial Planning Advice
A summary guide about our Financial Advice Process:
A summary guide about our Financial Advice Process:
Treating Customers Fairly
A summary guide about our professional moral obligations:
A summary guide about our professional moral obligations:
Client Service Agreement
Our Client Terms of Business:
Our Client Terms of Business:
Transact Service Accounts
A summary guide about the Transact Products we offer:
A summary guide about the Transact Products we offer:
Client Information Form
All about you, your family, and your objectives:
All about you, your family, and your objectives:
Client Investment Profile
Your attitude to Investment Risk & reward:
Your attitude to Investment Risk & reward:
Client Identity Documents
I.D. Documents we need you to provide us with:
I.D. Documents we need you to provide us with:
Note of Authority
An instruction to authorise sharing of relevant information:
An instruction to authorise sharing of relevant information:
Please click on the above Client Information Form and
Client Investment Profile images to open and save
these document in Microsoft Excel format.
You can them complete them on your own device for
saving and forwarding to us.
Thank you.
Client Investment Profile images to open and save
these document in Microsoft Excel format.
You can them complete them on your own device for
saving and forwarding to us.
Thank you.
Documents