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Join us at one of our new online events
to keep up to date with the latest
platform developments

TRANSACT VIRTUAL 2021

Catch up on the latest news…Join us on a virtual webinar!

At a time when it’s not possible to meet in person, we want to ensure we keep you up to date on all the latest Transact developments, platform and regulatory news. We are therefore hosting a series of webinars hosted by our regular event speakers and your local Business Development Manager. Each event will be approximately one hour long.

What to expect:

  • An update on platform developments and topical issues
  • Latest tax and relevant regulatory news
  • Participation in a live Q&A
  • Engagement with Transact staff and your fellow peers
  • Opportunity to leave feedback and download your CPD certificate

REGISTRATION IS OPEN – SECURE YOUR SPOT TODAY!

EventDateTime (BST) 
Reading19th January 202109.30 - 10.30REGISTER
Colchester28th January 202109.30 - 10.30REGISTER
Norwich9th February 202109.30 - 10.30REGISTER
Bristol18th February 202109.30 - 10.30REGISTER
Eastbourne23rd February 202109.30 - 10.30REGISTER
Derby9th March 202109.30 - 10.30REGISTER
Preston29th April 202109.30 - 10.30REGISTER
Oxford11th May 202109.30 - 10.30REGISTER
Portsmouth10th June 202109.30 - 10.30REGISTER
Maidstone22nd June 202109.30 - 10.30REGISTER

NEW: TECHNICAL SESSIONS

We have introduced new bite-size Tech sessions for 2021, hosted by our in house Technical team. Each regional webinar session will be around 30 minutes long and will cover topics such as Offshore Bond planning, Investment Bonds – top slicing relief and The Trust Registration Service. If you are interested in registering, please contact our Corporate Events Manager at events@integrafin.co.uk

 

Our presenters

Glen Sweet – Head of Sales
Outlining our latest platform developments and providing some insight into the wider platform marketplace.

Brian Radbone – Head of Technical Services
Providing an update on the latest tax and regulatory news, plus new Technical developments.

Further support

  • Learn more about how we can support you here.
  • Or see what resources we have available to you on our website here.
  • Leave your feedback or suggestions here.
Contact our Corporate Events Manager

Lauren Clark
Tel: (020) 7608 5328
Email: events@integrafin.co.uk

This website is designed to be used by financial advisers, their clients and professionals. It is intended as general guidance only and should not be viewed as a recommendation to use or rely on any features mentioned. The information is not advice, nor is it a substitute for advice.
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  • 020 7608 4900
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© 2021 Integrated Financial Arrangements Ltd
"Transact" is operated by Integrated Financial Arrangements Ltd. 29 Clement's Lane, London EC4N 7AE. Tel: 020 7608 4900 Fax: 020 7608 5300. (Registered office: as above; Registered in England and Wales under number: 3727592). Authorised and regulated by the Financial Conduct Authority (entered on the Financial Services Register; no. 190856).