Transact Events 2024
Revamped Connect Events 2024
Don’t miss an opportunity to attend our revamped Transact Connect Events in 2024.
Each event gives you access to our Transact leadership team and some of the client service operational staff who service your region. The revamped events are hosted by Tom Dunbar, our Chief Development Officer, and chaired by Jonathan Gunby, our Chief Executive Officer.
Each session includes a roundtable on a number of topics including:
- Cash Solutions & Applications
- High Net Worth clients
- Transact Online & Integrations
- Technical session
- Transact CEO interview
- CEO Q&A.
In our Autumn events we plan to share high net worth adviser trends and more on clients’ cash interest.
With a number of special guests, including advisers and expert speakers.
Attending a Transact Connect Event can also count towards CPD. If you would like a certificate, please request one on the day. Welcome refreshments will be served from 09:00am, with the morning presentations starting at 09:30am followed by a buffet lunch. You can be back in the office for the afternoon.
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Warrington | The Park Royal |
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Cardiff | Vale Resort |
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London | One Moorgate |
Breakfast Events 2024
All our breakfast events for 2024 are shown below. Hosted by either Glen Sweet (Head of Distribution) or Stuart Fleat (National Sales and Sales Development Manager) you can expect:
- Latest tax and relevant regulatory news.
- Engagement with Transact staff and your fellow peers.
- A CPD certificate sent electronically following the event.
The dates and locations are:
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Ashford | Eastwell Manor |
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Glasgow | Radisson Blu |
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Buckinghamshire | Crowne Plaza, Gerrards Cross |
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Huntingdon | The Old Bridge Hotel |
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Bournemouth | Dudsbury Golf Club |
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Cheltenham | The Queens Hotel |
Events will run from 08.30am to around 10.30am with a sit-down breakfast on arrival.
Register your interest for the above events at www.transact-online.co.uk/adviser-events
Thank you and see you soon!
1. Introduction
2. TOL Recent Enhancements
3. Integrations – It Wasn’t A Quiet Summer!
4. Transact Transfer Specialists
5. Fraud Risks to Be Aware Of
6. Transact And Letters of Authority
7. Transact – BlackRock MPS
8. Utilising Trusts to Give Wealth Away But Still Retain Access
9. Interest on Cash Deposits
10. Transact Events 2024