Portal documents
0 shared · 0 never opened
| Document | Client | Type | Dated | Client last opened | On portal |
|---|---|---|---|---|---|
| AVC Contribution Form 2026.pdf | Niamh Ó Braonáin | Correspondence | 8 Aug 2026 | 9 Aug 2026 · 2 days ago | |
| Board Paper — shortening the horizon (draft).pdf | Kilbeggan Engineering Limited | Correspondence | 7 Aug 2026 | Not shared | |
| Treasury Report — August board pack.pdf | St Brendan's Credit Union | Statement | 4 Aug 2026 | 5 Aug 2026 · 6 days ago | |
| Direct Debit Mandate (signed).pdf | Declan and Aoife Moran | Contract Note | 1 Aug 2026 | 1 Aug 2026 · 10 days ago | |
| ARF Drawdown Confirmations — rolling 12 months.pdf | Margaret Cullen | Correspondence | 27 Jul 2026 | Not shared | |
| Capital Appointment Funding Note.pdf | The Fitzgerald Family Trust | Correspondence | 25 Jul 2026 | 26 Jul 2026 · 16 days ago | |
| Ethical Screening Report — H1.pdf | The Ashling Trust | Correspondence | 20 Jul 2026 | 21 Jul 2026 · 21 days ago | |
| Corporate Reserves Report — Q2.pdf | Hartnett Motors Limited | Statement | 14 Jul 2026 | Not shared | |
| Retirement Projections — three scenarios.pdf | Cormac Duignan | Correspondence | 9 Jul 2026 | 11 Jul 2026 · 1 month ago | |
| Quarterly Statement — Q2 (Advisory & ARF).pdf | Margaret Cullen | Statement | 3 Jul 2026 | 10 Jul 2026 · 1 month ago | |
| Joint Portfolio Statement — Q2.pdf | Declan and Aoife Moran | Statement | 3 Jul 2026 | 11 Jul 2026 · 1 month ago | |
| Trust Portfolio Statement — Q2.pdf | The Fitzgerald Family Trust | Statement | 3 Jul 2026 | Not shared | |
| Education Fund Statement — Q2.pdf | Sorcha and Eoin Hegarty | Statement | 3 Jul 2026 | Not shared | |
| ARF Statement — Q2.pdf | Ruairí Mac Suibhne | Statement | 3 Jul 2026 | 12 May 2026 · 3 months ago | |
| Expansion Fund Statement — Q2.pdf | Kilbeggan Engineering Limited | Statement | 3 Jul 2026 | 21 Jul 2026 · 21 days ago | |
| Endowment Statement — Q2.pdf | The Ashling Trust | Statement | 2 Jul 2026 | 6 Jul 2026 · 1 month ago | |
| PRSA Statement — 30 June.pdf | Niamh Ó Braonáin | Statement | 27 Jun 2026 | 28 Jun 2026 · 1 month ago | |
| Contract Note — EIB 2.75% 2030 purchase.pdf | St Brendan's Credit Union | Contract Note | 24 Jun 2026 | Not shared | |
| Liquidity Ladder Review.pdf | Ballyvourney & District Credit Union | Statement | 23 Jun 2026 | 24 Jun 2026 · 2 months ago | |
| School Fees Planning Note.pdf | Sorcha and Eoin Hegarty | Correspondence | 13 Jun 2026 | 14 Jun 2026 · 2 months ago | |
| Central Bank Return — portfolio breakdown.pdf | Ballyvourney & District Credit Union | Correspondence | 2 Jun 2026 | Not shared | |
| Reserve Fund Report for AGM.pdf | Cuan Mara Charitable Foundation | Statement | 26 May 2026 | Not shared | |
| ARF Drawdown Sustainability Note.pdf | Ruairí Mac Suibhne | Correspondence | 2 May 2026 | 4 May 2026 · 3 months ago | |
| Investment Policy Statement (countersigned).pdf | St Brendan's Credit Union | Contract Note | 14 Apr 2026 | 2 May 2026 · 3 months ago | |
| Quarterly Statement — Q1 (Advisory & ARF).pdf | Margaret Cullen | Statement | 1 Apr 2026 | 3 Apr 2026 · 4 months ago | |
| Execution-Only Account Statement — Q1.pdf | Peter Loughlin | Statement | 23 Feb 2026 | 25 Feb 2026 · 5 months ago | |
| Trustee Suitability Report 2026.pdf | The Ashling Trust | Suitability Report | 26 Jan 2026 | Not shared | |
| Dividend Tax Voucher 2025.pdf | Margaret Cullen | Tax Voucher | 17 Jan 2026 | 18 Jan 2026 · 7 months ago | |
| Tax Voucher — ARF withdrawals.pdf | Ruairí Mac Suibhne | Tax Voucher | 17 Jan 2026 | Not shared | |
| Suitability Questionnaire (unsigned).pdf | Peter Loughlin | Suitability Report | 2 Dec 2025 | Not shared | |
| SSAS Annual Statement.pdf | Cormac Duignan | Statement | 15 Nov 2025 | Not shared | |
| Annual Review Pack 2026 — Margaret Cullen.pdf | Margaret Cullen | Suitability Report | 14 Aug 2025 | 18 Aug 2025 · 12 months ago | |
| Certificate of Incorporation & Beneficial Ownership.pdf | Hartnett Motors Limited | Identification | 4 Jul 2025 | Not shared | |
| Charity Registration and Trustee List.pdf | Cuan Mara Charitable Foundation | Identification | 8 Dec 2024 | Not shared | |
| Passport and PPSN verification.pdf | Niamh Ó Braonáin | Identification | 20 Aug 2024 | Not shared | |
| Annual Review Pack 2025 — Margaret Cullen.pdf | Margaret Cullen | Suitability Report | 14 Aug 2024 | 20 Aug 2024 · 2 years ago |