Join us for a Transact breakfast or Connect event and unlock the power of connection!
These gatherings put you face to face with Transact leadership and industry colleagues, offering fresh insights, real-world strategies and networking opportunities – all in one session.
Connect events
Join Transact Connect events to unlock insights and build powerful relationships – don’t miss your chance to be part of the conversation.
Our Connect events are half-day sessions designed to keep you informed and connected. Each event runs from 9:30 am to approximately 12:30 pm. Join us for a breakfast or morning coffee from 9:00 am followed by a buffet lunch.
What’s included
Roundtable discussions on:
Technical – what’s new and next?
Wealth management planning
Transact Online and integrations
Transact CEO interview
Breakout sessions
CEO Q&A
Why attend?
Meet key people in the business and network with other advisers in your area
Hear from special guests, including advisers and expert speakers
Gain valuable insights and practical knowledge to support your business
Receive a CPD certificate electronically the next day
Event speakers
Tom Dunbar
CEO
Providing an update on Transact and platform market outlook
Andrew Cullen-Jones
Chief Development Officer
Connect event host providing an update on developments and service.
Mark Fenlon
Head of Technical
Providing an update on the latest tax and regulatory news, plus new technical developments.
Stuart Fleat
Head of Distribution
Outlining our latest platform developments.
Step inside a Connect event
Take a closer look at Transact Connect events, where financial professionals come together to hear from our speakers, share insights, explore industry trends, and build meaningful connections.
Registration details are shown above
Breakfast meetings
Join us for an informative and engaging morning session. Each meeting runs from 8:30 am to approximately 10:30 am and includes a sit-down breakfast on arrival.
What to expect
Platform updates and topical insights
Presented by Stuart Fleat, Head of DistributionLatest tax and regulatory news
Delivered by technical services, Mark Fenlon or Natasha WalkerNetworking opportunities
Connect with Transact staff and your industry peersCPD certificate
Sent electronically following the event