How do model portfolio services work on platforms?

Advanced
Beginner
Intermediate
Investing
Technology
Self certified
Podcast
Video
Date:

Thursday 29th February 2024

Location:

Online

Duration

6 MINS

In a special bite-sized Assembly, Transact’s Stuart Fleat explains how model portfolio services offered by discretionary investment managers are able to accessed on platforms like Transact.

In less than six minutes, Stuart explains how platforms and MPS providers are able to handle access to client accounts and data securely and confidentially, how portfolio rebalancing works in practice, practical considerations around capital gains tax, and how clients are invested into the model portfolios.

Speakers

1
Stuart Fleat
Transact

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