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Adviser Update

CURO 3 & FEE RECONCILIATION

For CURO 3 users who missed the announcement, you can now get your Transact fee reconciliation data straight into CURO without the manual downloading and uploading of data. It all happens automatically.

The instructions on how to do that are within CURO’s knowledge base. Or drop the service.desk@time4advice.co.uk a line asking for help.

Time4Advice also plan to offer this automated remuneration service via their Power Platform in the near future – please look out for announcements for that.

 

 

1. Introduction
2. TOL Recent Enhancements 
3. Our New Account Opening API
4. CURO 3 & Fee Reconciliation
5. FCA Ongoing Service Review
6. Transact – BlackRock MPS Update
7. Offshore Reporting Funds – Excess Reportable Income and Capital Gains
8. Tax Year End Reporting – Annual Allowance Charge And Scheme Pays
9. A Study In Gifting – Distributing Benefits From A Relevant Property
10. Interest On Cash
11. Transact Events 2025

 

 

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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"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).