You no longer have to be constrained by ‘product providers’ when making investment decisions. If you are looking to the future, and wanting a sensible long-term Investment Portfolio Management Service that addresses all your needs including capital growth and\or income asset allocation, medium to retirement timescales, tax planning and mitigation then this service has been created with you in mind.
We research and recommend asset management skills that will meet your needs; you will no longer have to buy limited choice "products" and accept poor administrative support
When it comes to handling applications, purchases and subsequent sales, statements and switches, we deal with all the paperwork
By using the MRA\Transact management platform we can provide a solution to these past problems, and enable you to see who is doing what job for you, how well they are doing it, and at what cost. – you will have clarity of information
How MRA\Transact Works
Put in the simplest terms, MRA\Transact provides one-stop investing. Rather than dealing with many different products and providers, you can now make all purchases by ordering them through MRA\Transact. This gives us the ability to provide you with a single portfolio report of your assets and gives you and your fellow MRA\Transact users pooled purchasing power discounts. The process works like this:
In effect, this arrangement converts a huge amount of paperwork into a single simple operation. And, as your portfolio continues, its value can be accessed on line with real time valuations - and your ongoing portfolio management needs are executed, recorded, and reported on effectively on one statement.
Until now you have had to put up with large institution multi choice telephone irritation systems that leave you holding on, wasting your time and often giving you wrong answers - not any more!
MRA\Transact In Pictures
Move away from this complexity:
To this simplicity
This document provides generic outline information. Before you decide the service meets your needs you will be provided with full key features documentation, and the answer to any questions you have. The service described in this document is generally only available for distribution to the public in the UK. The service can be provided should you work abroad and have UK registered assets. This information is only a summary and may be subject to change without notice.
Michael Robinson Associates
Independent Financial Advisers
Authorised and Regulated by the Financial Services Authority
Bagshot House | 37-39 High Street | Bagshot | Surrey | GU19 5AF
Telephone: 01276-453100. Email: firstname.lastname@example.org