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CORONAVIRUS (COVID-19) As we are currently following government guidelines, we have made the decision to cancel the face-to-face events for the Reading and Colchester breakfast meetings and will host them virtually instead. Further details can be found below.

TRANSACT EVENTS

Join us as at one of our in-person events in 2022!

We are delighted to confirm we will be re-introducing our face-to-face events in 2022. We will be a hosting a number of Breakfast and Connect events throughout the UK. You can secure your spot today and register for one of our upcoming events below.

Breakfast Meetings

Each meeting will run from 08.30am to around 10.30am and includes a sit down breakfast on arrival.

What to expect:

  • An update on platform developments and topical issues by Glen Sweet, Head of Sales.
  • Latest tax and relevant regulatory news from Brian Radbone, Head of Technical Services.
  • Engagement with Transact staff and your fellow peers.
  • A CPD certificate sent electronically following the event.

REGISTRATION IS OPEN – SECURE YOUR SPOT TODAY!

EventVenueDateTime (BST) 
ReadingVIRTUAL19th January 09.30am - 10.30amREGISTER
ColchesterVIRTUAL26th January09.30am - 10.30amREGISTER
NorwichDunston Hall23rd February08.30am - 10.30amREGISTER
BristolAztec Hotel2nd March08.30am - 10.30amREGISTER
EastbourneGrand Hotel27th April08.30am - 10.30amREGISTER
DerbyPriest House Hotel4th May08.30am - 10.30amREGISTER
EdinburghThe Bonham21st June08.30am - 10.30amREGISTER
PrestonShaw Hill Golf Club23rd June08.30am - 10.30amREGISTER

Connect Events

Our Connect events are half day events, starting from 09.30am and finishing around 12.30pm with a buffet lunch.

What to expect:

  • An update on the Transact platform by Jonathan Gunby, Chief Executive Officer
  • Market Insights update by Tom Dunbar, Chief Development Officer
  • An update on platform developments by Glen Sweet, Head of Sales
  • Latest tax and relevant regulatory news by Brian Radbone, Head of Technical
  • Engagement with Transact staff and your fellow peers
  • CPD certificate sent electronically post event

REGISTRATION IS OPEN – SECURE YOUR SPOT TODAY!

EventVenueDateTime (BST) 
BirminghamForest of Arden10th May09.30am - 12.30pmREGISTER
GatwickCottesmore Hotel Golf & Country Club19th May09.30am - 12.30pmREGISTER
LeedsOulton Hall7th June09.30am - 12.30pmREGISTER
DurhamRamside Hall28th June 09.30am - 12.30pmREGISTER

Our presenters

Jonathan Gunby – Chief Executive Officer
Providing an update on the Transact platform and Outlook.

Tom Dunbar – Chief Development Officer
Providing an update on Market Insights.

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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© 2022 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).