Wrap Accounts

In simple terms, a Wrap Account is where one can keep all financial products under a single ‘umbrella’. Many of us own an assortment of investments and other financial products which have been accumulated at various points in our life. The Transact Wrap Account allows you to place all these in one convenient location and have them managed as part of a wider, co-ordinated investment strategy.

So, your Integra/Transact Wrap is the umbrella under which you can gather together isa’s, pensions, stocks, shares, unit trust, investment trusts, bonds and even cash. Once everything has been pooled in this way Interga apply their investment strategy to better help you achieve your financial objectives.

There are numerous Wrap Accounts on offer today and we conducted extensive research before selecting Transact. Not only are they one of the original providers but, they are also one of the most flexible and transparent… which clients frequently tell us they value most. Nothing is hidden and all costs are shown including their management charge. Naturally, they are authorised and regulated by the FCA.

Remember, your Wrap Account is a service, not a product. Transact execute instructions that we place on your behalf – for example, to buy or sell funds within your portfolio. Integra are remunerated solely by our clients and we do not receive income from any other source. This is a crucial aspect of our advice process, ensuring we have no product or product provider bias.