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:
Establishment of an agenda that is appropriate for your business – issuing before the meeting
Provision of a chairperson for the meeting
Input on legislative changes, industry trends
Management of action items – whether completing or following up delegates
Documenting of minutes for review and approval of the licensee
Centralised record keeping for meeting documentation