Corporate Social Responsibility

We demonstrate our social responsibilities primarily through our relationship, as ultimate parent company, with companies in our group that operate ethically and deliver commercial benefits to our customers, shareholders and staff.

Here are some of the initiatives we undertake:

Transact was founded on the principle of offering adviser firms and clients a high quality service with transparent charging (for clients in relation to payment for platform services and adviser firms’ services) and a demonstrably agnostic attitude to clients’ investment choice. This ethical approach informs all of our business principles.

We have a limited direct impact on the environment. However, we still take steps to reduce our environmental impact by encouraging adviser firms and clients to use electronic based instruction delivery, by encouraging staff to reduce consumption of electricity, other utilities and paper and by recycling waste materials.

We organise a variety of events each year to raise money for and awareness of a number of charities chosen from staff suggestions. The charities we have supported include:

  • Congenital Diaphragmatic Hernia UK
  • The Dogs Trust
  • Mesothelioma UK
  • British Red Cross
  • Cancer Research UK
  • Save the Children
  • Mind
  • Macmillan.