Displaying items by tag: Transact
Transact advised client numbers hit record 229,000
Integrafin, parent company of adviser platform Transact, has reported advised client numbers climbed to a record 229,000 in the three months to the end of June.
Transact criticises rivals over cash handling
Adviser platform Transact has criticised the approach some other platforms have taken towards cash handling and the use of cash interest.
Profits fall at Transact parent firm
Integrafin, parent company of platform Transact, suffered a near £4m fall in IFRS pre-tax profit in the half year to 31 March as it was hit by rising costs and adverse markets.
Transact halts staff leave due to tax year rush
Platform Transact has embargoed staff leave for several weeks to cope with the end of tax year rush.
Transact parent expects 2022 revenue to top estimate
Transact parent IntegraFin Holdings issued a trading statement today saying that the group was “performing well” with adjusted pre-tax profit for the year ended 30 September expected to be “moderately above” the top end of analysts’ estimates.
Transact co-founder Ian Taylor dies at 58
Ian Taylor, co-founder and former CEO of Transact parent Integrafin, has died at the age of 58 after a short illness.
Transact adds Blackrock MPS
Adviser platform Transact has added a Blackrock-run model portfolio service (MPS) to extend its choice of discretionary investment managers.
Transact launches training academy
Adviser platform Transact has launched a training academy for new staff as it aims to restore its service levels to previous standards.
Transact owner set for £7.9m VAT battle with HMRC
Integrafin Holdings, the parent company of adviser platform Transact, is to challenge HMRC’s decision to exclude one of its companies from the UK VAT group.