Montgomery Associates works with a number of third party investment administration companies often referred to as 'platforms', 'providers' or ‘execution venues’. Platforms act as another string to our bow, working alongside ourselves and the client. They play a valuable administration role in the delivery of our service by enacting our investment instructions, producing portfolio statements, analysis reports and tax certificates. They do not make investment decisions, nor do they have any management authorities.

We primarily work with the Transact platform who are widely regarded as one of the leading providers in the industry. Transact is the trading name for Integrated Financial Arrangements Ltd, a subsidiary of IntegraFin Holdings plc.

Transact’s annual platform fees range from 0.2% - 0.5% depending on the sum invested and they do not charge initial fees or exit fees.

​www.transact-online.co.uk