Our specialist secretarial resources can remove the burden of the secretariat from our clients. We recognise that not all clients and not all trustee boards are the same - our flexible solutions are tailored to suit your requirements. Ranging from a basic meeting and paperwork management function, through to a fully delegated consulting, secretarial and scheme management solution, we integrate our services with your existing resource.
Our services include:
- Arranging trustee meetings
- Preparing meeting packs
- Drafting minutes of meetings
- Following up on action points
- Managing risk registers
- Internal Dispute Resolution (IDR) process
- Assistance with Scheme Returns and other statutory reporting
Click here to download a copy of our Trustee Secretarial Services brochure.