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:

Z

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

Z

Provision of a chairperson for the meeting

Z

Input on legislative changes, industry trends

Z

Management of action items – whether completing or following up delegates

Z

Documenting of minutes for review and approval of the licensee

Z

Centralised record keeping for meeting documentation

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