Open actions
4 actions shown · 2 overdue
Confirm post-reinvestment counterparty table to the board
St Brendan's Credit Union·raised by Charlie Murtagh·noted 24 Jun 2026
EIB line reinvested; counterparty check clean at 24% Bank of Ireland.
6 days overduedue 5 Aug 2026Escalate overdue review to compliance
Peter Loughlin·raised by Charlie Murtagh·noted 23 Mar 2026
Five attempts to reach Peter since the spring. Suitability questionnaire outstanding and the account is now well overdue for review — escalate to compliance if no contact this month.
2 days overduedue 9 Aug 2026Send rebalancing proposal with CGT analysis to Margaret Cullen
Margaret Cullen·raised by Charlie Murtagh·noted 1 Aug 2026
Technology concentration is in breach of her own 8% single-stock restriction on NVIDIA. Rebalancing proposal to be issued in writing with the CGT position on each disposal before anything trades.
in 1 daysdue 12 Aug 2026Draft board paper on shortening the horizon
Kilbeggan Engineering Limited·raised by Charlie Murtagh·noted 6 Aug 2026
If the expansion pulls forward to 2030, the Growth mandate is no longer suitable — needs a fresh suitability assessment, not just a rebalance.
in 5 daysdue 16 Aug 2026