TRAINING VIDEOS FROM TRANSACT
The following videos are designed to help provide instructions around new and existing functionality on Transact.
If you would like further assistance with using Transact Online, please contact us or your Adviser Support Manager. You can find their details by logging into Transact Online and going to Contact > Contact Transact.
Video content contains narration – for best results use headphones or computer speakers.
Template (model) portfolio videos
Personalised illustration videos
This is for information purposes only and does not, and is not intended to, constitute professional advice. It is not a recommendation or a financial promotion. It is for general guidance and for use by professional advisers only. Unless stated otherwise, any opinions expressed are our own or based on our interpretation of relevant rules and regulation.