Reviews due

11 mandates shown · 5 overdue

Peter LoughlinLoughlin Direct Equity Account
Execution Only
12 mo4 Jul 202597 days overdue4 Jul 2026
Margaret CullenCullen Global Equity Advisory
Advisory
12 mo21 Aug 2025
Review meeting logged
49 days overdue21 Aug 2026
Margaret CullenCullen Approved Retirement Fund
Advisory
12 mo21 Aug 2025
Review meeting logged
49 days overdue21 Aug 2026
Ballyvourney & District Credit UnionBallyvourney Liquidity Ladder
Discretionary
6 mo30 Mar 20269 days overdue30 Sep 2026
Cuan Mara Charitable FoundationCuan Mara Reserve Fund
Discretionary
12 mo3 Oct 20256 days overdue3 Oct 2026
St Brendan's Credit UnionSt Brendan's Treasury Mandate
Discretionary
6 mo20 Apr 2026in 11 days20 Oct 2026
Hartnett Motors LimitedHartnett Corporate Reserves
Discretionary
6 mo14 May 2026
Review meeting logged
in 36 days14 Nov 2026
Cormac DuignanDuignan Small Self-Administered Scheme
Advisory
12 mo15 Nov 2025
Review meeting logged
in 37 days15 Nov 2026
The Fitzgerald Family TrustFitzgerald Trust Balanced
Discretionary
6 mo28 May 2026in 50 days28 Nov 2026
Declan and Aoife MoranMoran Joint Growth Portfolio
Advisory
12 mo10 Dec 2025
Review meeting logged
in 62 days10 Dec 2026
Kilbeggan Engineering LimitedKilbeggan Expansion Fund
Discretionary
6 mo12 Jun 2026
Review meeting logged
in 64 days12 Dec 2026