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Transact is a service, not a product. Transact simply carries out the instructions which we give it on your behalf – for instance to buy or sell the funds which earn money in your portfolio.
Transact is authorised and regulated by the Financial Services Authority
Our clients tell us that the major benfit of Octagon's service is the ability to view their entire investment portfolio on screen, in one place, with complete transparency. The service provided by Transact means that nothing is hidden. You see all of the costs that you pay associated with your investments including the Octagon charges. Octagon are only paid by it's clients and do not receive any remuneration from any other source. This is a very important feature in our advice process ensuring that Octagon has no product bias.
You can find out much more about Transact and how it can add value to your financial planning by logging on now to Transact.
Octagon Consultancy Ltd is an appointed representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority.
Sage Financial Services is entered on the FSA register (www.fsa.gov.uk/register) under reference 150452.
The FSA do not regulate some forms of mortgages.
The information and content of this site is intended for UK consumers only, and is subject to the UK regulatory regime.
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