Good morning to all our delegates and guest speakers from One Moorgate Place this morning. We're ready for our final Transact Connect event of the year. #ConnectWithTransact #TransactWrap
Transact
Financial Services
Transact is the leading independent investment wrap platform in the UK. Parent company, IntegraFin Holdings plc
About us
Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £61 billion of funds under direction (as at March 2024) on behalf of over 7,800 advisers and 231,500 investor clients. Our service includes an online platform, owned and built by us, and dedicated regional adviser support to help bring clients' assets and investments together in a smarter, more tax efficient way. We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios. Portfolio valuations, purchases and sales are all supported via Transact Online which is available 24/7. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index.
- Website
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http://www.transact-online.co.uk
External link for Transact
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- London
- Type
- Public Company
- Founded
- 2000
- Specialties
- Pensions, ISAs, Wrappers, Investment Management, and Platform
Locations
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Primary
Get directions
29 Clement’s Lane
London, EC4N 7AE, GB
Employees at Transact
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Andrew Cullen-Jones
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Stuart Fleat
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Niall McDonagh
Programme Manager (MSP, Agile, Prince 2, ITIL, SAFe) with 25 years experience in Banking, Financial Services, Telecommunications. Native English…
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Keith Donaldson - LL.B (Hons), Cert PFS, Certs CII
Bachelor of Laws - Upper Second-Class Honours
Updates
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We look forward to seeing many of you tomorrow at our final Connect event of the year in London. It’s not too late to join us - register your place today! https://bit.ly/3Ze23V0
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ONLY TWO WEEKS TO GO! Join the Transact team, guest speakers and advisers to hear latest platform news, Post UK Budget and US Election commentary, and discussions on Integrations & Digitalisation, High Net Worth Clients, and Cash. Plus lots more! Register your place today! https://bit.ly/4fKY8pb
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In our latest blog post, Brian Radbone, Transact Technical Counsel, provides an Autumn Budget summary covering the main highlights for the financial services sector. Full article: https://bit.ly/40F3det #TransactInsights #AutumnBudget
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We’ve no commercial connection with The Verve Group but Transact platform users may be interested in their upcoming webinar – “Spotlight: Consumer Duty Applies to Everyone”. #ConsumerDuty #TransactWrap
Mark your calendars for our upcoming events designed to boost your CPD! 🙌 Dive deep into the world of finance with industry professionals. Gain practical knowledge, refine your skills, and take your expertise to new heights, all whilst gaining CPD - pretty good, right? This month we will be joined by Foresight Group and Puma Investments. Have a swipe through our upcoming events and let us know what you'll be attending down below! ⬇️ Sign up for our November events over here ➡️ https://lnkd.in/edk3-7vR
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Living Wage Week is here, and we're proud to be a Living Wage Employer! 🎉 We're standing with thousands of employers across the UK who are committed to going a step beyond and paying employees a real Living Wage, not just the National Living Wage. Doing right by our people matters and upholds our core values as a business. Join the movement and celebrate #LivingWageWeek with us: https://livingwage.org.uk
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Looking for an offshore bond for your clients? Visit https://t.co/hSYKMeq3hi to watch Brian Radbone, Transact Technical Counsel, and other industry experts explain why an offshore bond could be the right choice for some of your clients. For Advisers only.
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Hear from the Transact leadership team on our vision for greater adviser efficiency through integrations, more dedicated support in operations to improve service, and cash management - as we don’t retain client interest. Find out more: https://bit.ly/4ehVTc8 #Cash #Service #Integrations
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Bond expertise available on Transact, support with chargeable gains and tax deferred limits. Contact your Transact BDM to find out more: https://bit.ly/4bmQ1gH For Advisers only.
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Don't miss your opportunity to join us at our biggest event of the year! Join the Transact team, guest speakers and advisers to discuss Integrations & Digitalisation, High Net Worth Clients, Cash and more. Register your place today! https://bit.ly/3Nvp4gI
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