desk-general

Margaret Cullen's discretionary review is due — can we get the valuation pack out before Friday?

Pershing statements have landed for the quarter. Reconciliation looks clean bar two FX lines.

St Brendan's Credit Union board wants the treasury policy note ahead of their next meeting.

@Ian Declan and Aoife Moran called about topping up the pension before year end.

The Ashling Trust deed copy is still outstanding — chased the solicitor again this morning.

Hartnett Motors' corporate account KYC refresh is sitting in the compliance queue.

Peter Loughlin has had no contact in 140 days. Putting him top of the call list.

NNM for the month is ahead of pace, mostly one large pension transfer.

Acc. fee income posted — we're tracking slightly behind the 2026 target line.

Recorded call from this morning is transcribed and filed against the client record.

@Ian Advisory client wants a view on Irish sovereign vs EIB paper at current yields.

Suitability review pack approved by compliance, sending to the portal now.

Margaret Cullen's discretionary review is due — can we get the valuation pack out before Friday?

Pershing statements have landed for the quarter. Reconciliation looks clean bar two FX lines.

St Brendan's Credit Union board wants the treasury policy note ahead of their next meeting.

Declan and Aoife Moran called about topping up the pension before year end.