Meeting Management

The coordination of Compliance Committee, Investment Committee and Training Committee meetings can be challenging for a boutique business.  Our meeting management service is comprehensive and tailored.  The following is part of this service:

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Establishment of an agenda that is appropriate for your business – issuing before the meeting

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Provision of a chairperson for the meeting

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Input on legislative changes, industry trends

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Management of action items – whether completing or following up delegates

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Documenting of minutes for review and approval of the licensee

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Centralised record keeping for meeting documentation

We ensure your meetings are active, relevant for your business and outcome orientated.