For those clients who hold investments with Transact, you may have recently received an email from them regarding an error in your annual statement. We’d like to reassure you that this message is genuine and there is no cause for concern.
The issue relates to how certain charges were displayed, not how they were applied. Transact has confirmed that your investments have been charged correctly, and updated statements should now be available on your Pick-Up page.
As always, if you have any questions about this piece or any other finance-related matter, please do not hesitate to contact me.
Yours sincerely,
Graham Ponting CFP Chartered MCSI
Managing Partner
