WDA have extensive experience in completing Investment Portfolio Reviews for the Credit Union Sector.

We have developed a bespoke reporting system, which ensures the engagement is completed to the highest possible standard.

We cater for all types of Credit Unions, Community, Rural and Industrial, with assets ranging from €10m - €300m.

Should you require an Investment Portfolio Review at the direction of the Financial Regulator or the Board decides to implement a voluntary review, WDA have the resources, experience and expertise to complete this engagement.

We produce a comprehensive tender document for the Boards consideration, which reproduces the exact terms setout in the Financial Regulators letter so there is absolutely no ambiguity to the scope of the engagement.

All professional fees are agreed between WDA and the Credit Union prior to the commencement of the engagement at a mutually agreeable level, so there is no hidden surprises or overruns.

All dates are agreed with the Credit Union to ensure the report is delivered in a timely manner. Once we have completed our onsite work, we draft the report based on our findings and then present to the Board for their consideration and opinions.  We have found that in our experience this is an extremely important part of the reporting process.  Upon completion of the final draft of the Investment Portfolio Review, our report is hand delivered to the Financial Regulators office.  In addition to this bound hard copies together with a softcopy of the report are issued to the Credit Union.

The fact that the review has been carried out by independent external professional advisers such as WDA will ensure there are no hidden surprises to the Board, the Members and the Financial Regulator.

Should you require additional information or a quotation please call us on 01 6771411 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it