Demo build — viewing the client portal as a client
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SR

Silkrun Wealth

Client portal

Secure session

Margaret Cullen

Your manager: Charlie Murtagh

Secure messages

Messages here go to Charlie Murtagh and are kept on your file.

You16 Jan 2026 · 7 months ago

Could you upload the dividend tax voucher for last year? Brendan in Cullen & Foyle needs it for the Form 11. Margaret

Charlie Murtagh17 Jan 2026 · 7 months ago

Uploaded to your documents folder — 'Dividend Tax Voucher 2025'. It is visible to you on the portal and can be forwarded straight to Brendan. Fionnuala

You12 Apr 2026 · 4 months ago

New mobile: 087 214 6608. The old number is gone. Margaret

Charlie Murtagh13 Apr 2026 · 4 months ago

Updated on file and used for security verification from today. Fionnuala

You10 Jul 2026 · 1 month ago

Fionnuala — the Q2 statement shows a line for 'accrued income' that I don't recognise. Could you explain it when you get a chance? No rush. Margaret

Charlie Murtagh11 Jul 2026 · 1 month ago

Margaret — accrued income is dividend and coupon income that has been declared but not yet paid into the cash account. It is included in the valuation so the figure doesn't jump on payment day. It was €4,118 at quarter end. Fionnuala

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