Portal documents
0 shared · 0 never opened
| Document | Client | Type | Dated | Client last opened | On portal |
|---|---|---|---|---|---|
| ARF Drawdown Confirmations — rolling 12 months.pdf | Margaret Cullen | Correspondence | 27 Jul 2026 | Not shared | |
| Quarterly Statement — Q2 (Advisory & ARF).pdf | Margaret Cullen | Statement | 3 Jul 2026 | 10 Jul 2026 · 1 month ago | |
| Quarterly Statement — Q1 (Advisory & ARF).pdf | Margaret Cullen | Statement | 1 Apr 2026 | 3 Apr 2026 · 4 months ago | |
| Dividend Tax Voucher 2025.pdf | Margaret Cullen | Tax Voucher | 17 Jan 2026 | 18 Jan 2026 · 7 months ago | |
| Annual Review Pack 2026 — Margaret Cullen.pdf | Margaret Cullen | Suitability Report | 14 Aug 2025 | 18 Aug 2025 · 12 months ago | |
| Annual Review Pack 2025 — Margaret Cullen.pdf | Margaret Cullen | Suitability Report | 14 Aug 2024 | 20 Aug 2024 · 2 years ago |