Requests

Outstanding requests

5 awaiting the client
  • Aoife — we still need proof of address for you (Declan's is on file). A bank statement or utility bill is fine.

    Requested by Fionnuala Doyle · 20 Jul 2026 · 22 days outstanding

  • Please upload the signed board minute approving the revised investment policy statement so we can file it against the mandate.

    Requested by Cormac Ryan · 29 Jul 2026 · 13 days outstanding

  • Margaret Cullen
    Identification

    Margaret — our AML review is due. Could you upload a current photo ID (passport or driving licence) and a utility bill dated within the last three months?

    Requested by Fionnuala Doyle · 1 Aug 2026 · 10 days outstanding

  • Could you send the latest company management accounts so we can review the surplus cash position before the next drawdown?

    Requested by Cormac Ryan · 4 Aug 2026 · 7 days outstanding

  • Margaret Cullen
    Tax Voucher

    For the Revenue return we need last year's tax voucher from the credit union deposit account held outside the mandate.

    Requested by Fionnuala Doyle · 6 Aug 2026 · 5 days outstanding

Change of details awaiting review

Raised from the portal — never applied automatically

No client has asked to change their details.

Returned

0 fulfilled

Nothing has come back through the portal yet.