Business & Professional · Credit Union

More attention for the work of your credit union.

Credit unions regulated by FCA and PRA. Quorate carries the recurring meeting administration for board members and your secretary, from the papers before board to recorded decisions and follow-up actions.

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The board’s decisions belong with their context.

Reports and recorded business support the next board meeting. Directors prepare from the papers, the company secretary keeps the decision record and assigned actions carry the agreed work beyond the meeting.

Board Meeting packs

Assemble agendas and supporting papers into one PDF — cover sheet, contents and page numbering generated for you.

Minutes and resolutions

Record attendance, resolutions and votes during the board meeting; draft minutes come from the record, not from retyped notes.

The next steps stay connected

Create actions with their source decision, owner and due date. Eligible overdue or undated open actions return when the next agenda is assembled.

A private board, with deliberate disclosure

The member portal supports directors’ preparation. Public publishing is available for material the company chooses to disclose; it is a separate decision from recording the board’s business.

The records around the meeting

Keep records and review deadlines for the governance your constitution requires alongside the meeting work. Your team checks the source information and completes the required submissions.

A place for members to prepare

Board Member papers, personal item notes and meeting information are available in the member portal. Access to confidential material follows current permissions.

Your organisation’s starting point.

Terminology, committees and a 14-day default notice period follow your organisation type. Your team can configure these settings.

Terminology

Members
Board Member
Lead officer
Secretary
Chair
Chair
Main meeting
Board
Annual meeting
Annual General Meeting

Committees

  • Board

One plan for the whole organisation.

Quorate · every organisation

£99

a year, exclusive of VAT

30-day free trial, no card required.

See also

More about Quorate for this sector: For companies, CICs & social enterprises.

Related types: Small Ltd Company · Business Improvement District · Chamber of Commerce · Trade Association · Professional Body (Local Branch) · Cooperative · Employee Ownership Trust · Limited Liability Partnership. All 86 types.

30-day free trial

Set Quorate up for your credit union.

Pick this organisation type at signup and the defaults above are applied for you.