TIPS FOR DISCRETIONARY INVESTMENT MANAGERS ON TRANSACT
To help you get the most out of Transact Online as a Discretionary Investment Manager (DIM), we have outlined the key functionality and resources our platform provides for you below.
Further questions?
You can contact our Third Party Support Team directly using the details below if you have any questions about DIM functionality or services, or alternatively you can contact us here.
Third Party Support Team
Email: thirdparty@integrafin.co.uk
Resources
The following DIM User Guides are available on Transact Online. Log in and go to: Information > User Guides.
- Third Parties on Transact User Guide – You can access a detailed User Guide which outlines everything you need to know about managing Templates as a DIM on Transact Online.
- Discretionary Investment Managers User Guide – This guide is designed specifically for DIMs and sets out the key aspects of the Transact Online service for DIMs.
- Adviser Firms Using Discretionary Investment Managers User Guide – This guide explains the key responsibilities that should be considered when using a DIM service through Transact Online.
- Restricted Share Classes Adviser Q&A – This guide sets out what restricted share classes are and how restricted share classes work at Transact for DIMs and adviser firms.