Fee
Q2 advisory fee
due 30 Jul 2026Hartnett Motors Limited · Invoice issued to Arden for onward billing. · owned by Fionnuala Doyle · €4,250
1 of 3 chasers sent · last 8 days ago · next scheduled 16 Aug 2026
Chasers
10 items outstanding · follow-ups issue automatically until the item lands
Document
Certified photo ID
escalated
due 4 Aug 2026Margaret Cullen · AML review cannot close until a certified ID is returned. · owned by Fionnuala Doyle
3 of 3 chasers sent · last 6 days ago · next scheduled 16 Aug 2026
Form
Ceding scheme discharge letter
escalated
due 6 Aug 2026Sorcha and Eoin Hegarty · Former scheme trustees have not responded to three requests. · owned by Jay Kavanagh
3 of 3 chasers sent · last 5 days ago · next scheduled 16 Aug 2026
Fee
SSAS annual administration fee
due 8 Aug 2026Cormac Duignan · Glanmire to confirm who is settling this. · owned by Jay Kavanagh · €1,800
1 of 3 chasers sent · last 2 days ago · next scheduled 16 Aug 2026
Form
Trustee signatures on the rebalance
due 12 Aug 2026The Fitzgerald Family Trust · Two of three trustees have signed. · owned by James Corrigan
1 of 3 chasers sent · last 3 days ago · next scheduled 12 Aug 2026
Document
Certified ID and proof of address
due 13 Aug 2026Prospect · Kearns pension transfer cannot proceed to discovery without these. · owned by James Corrigan
2 of 3 chasers sent · last 3 days ago · next scheduled 13 Aug 2026
Form
Risk questionnaire
due 14 Aug 2026Ruairí Mac Suibhne · Required before the additional mandate can be proposed. · owned by Charlie Murtagh
0 of 3 chasers sent · next scheduled 14 Aug 2026
Form
Suitability report acknowledgement
due 16 Aug 2026Niamh Ó Braonáin · Report issued four days ago; signature outstanding. · owned by Fionnuala Doyle
1 of 3 chasers sent · last 2 days ago · next scheduled 16 Aug 2026
Document
Credit union tax voucher
due 19 Aug 2026Margaret Cullen · Needed for the Revenue return. · owned by Fionnuala Doyle
1 of 3 chasers sent · last 5 days ago · next scheduled 19 Aug 2026
Form
Board resolution for the ladder extension
due 22 Aug 2026Ballyvourney & District Credit Union · Deirdre Ryan is collecting the signed resolution. · owned by Sinéad Ní Mhurchú
0 of 3 chasers sent · next scheduled 15 Aug 2026