Reviews due

6 mandates shown · 1 overdue

Peter LoughlinLoughlin Direct Equity Account
Execution Only
12 mo4 Jul 202538 days overdue4 Jul 2026
Margaret CullenCullen Global Equity Advisory
Advisory
12 mo21 Aug 2025
Review meeting logged
in 10 days21 Aug 2026
Margaret CullenCullen Approved Retirement Fund
Advisory
12 mo21 Aug 2025
Review meeting logged
in 10 days21 Aug 2026
Ballyvourney & District Credit UnionBallyvourney Liquidity Ladder
Discretionary
6 mo30 Mar 2026in 50 days30 Sep 2026
Cuan Mara Charitable FoundationCuan Mara Reserve Fund
Discretionary
12 mo3 Oct 2025in 53 days3 Oct 2026
St Brendan's Credit UnionSt Brendan's Treasury Mandate
Discretionary
6 mo20 Apr 2026in 70 days20 Oct 2026