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Secretarial Services
The Path to Success
Since founding our business, we’ve provided our clients with a wide range of secretarial services such as the list below. To find out more, get in touch.
Attend and scribe Minutes of Board, Committee, Special, and ad-hoc meetings. Maintain official minute books of the Fund.
Prepare Fund membership booklets, rule summaries, audio visual presentations or any other communication as requested.
Compile and distribute agendas and minutes for respective meetings in accordance with the agreed upon time frames.
Compile Board and Committee meetings’ agendas.
Table and monitor documentation at Board of Trustees meetings
Compile year plans.
Present and maintain for official record, Fund Registers at the meetings.
Ensure meeting logistics ie: venues, travel, reservations are secured and payment made.
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