TASKS AND ACTIVITIES:

1. Corporate PRS Poster Design and Submission
   Designed and created a poster for the Corporate Private Retirement Scheme (CPRS) event. The completed poster was submitted to AHAM Asset Management Berhad for their review and approval.

2. Client Account Opening Coordination
   Prepared and sent an email to Cross Light Capital regarding a client’s investment account opening request, ensuring all required documents and information were included.

3. Corporate Advisory Session Coordination
   Conducted follow-up calls with five listed clients to suggest participation in a corporate advisory session. Shared the session agenda via WhatsApp and email, and obtained confirmations from clients for their participation.

4. ZOOM Invitation Distribution
   Sent out ZOOM meeting invitation links to clients who confirmed their attendance for the corporate advisory sharing session.

5. SPM Report Update
   Updated the calling task and client engagement progress in the SPM report to ensure all outreach activities were documented accurately.

6. IFAST Account Updates and Client Follow-Up
   Reviewed and updated clients’ IFAST account status. Reached out to clients via email to request the necessary documents for account opening, and provided guidance where required.

STAFF ONBOARDING AND TRAINING ACTIVITIES

1. Onboarding Session Participation
   Attended a structured onboarding session led by the manager, which provided an in-depth introduction to the company’s operational structure, services, and internal workflows.

2. Company Introduction Briefing
   Gained insights into CC Advisory Sdn Bhd, a subsidiary of Cheng & Co Group HQ. The session outlined the company’s mission, service offerings, and expertise in corporate advisory, investment solutions, and financial planning.

3. Introduction to Strategic Partners
   Learned about key strategic partners frequently recommended to clients based on their specific financial needs:

   • iFAST – Provides Capital Market Services and Private Retirement Schemes (PRS) for individuals and corporate entities.

   • AHAM Asset Management Berhad – Offers specialized PRS solutions for corporate clients.

   • Cross Light Capital – Delivers private debt investment options.

   • Manulife – Supplies various PRS-related financial products.

CLIENT ENGAGEMENT AND CORPORATE ADVISORY SUPPORT

1. Client Communication Preparation
   Practiced standardized client call scripts to ensure consistent, professional, and effective communication when engaging with prospects and existing clients.

2. Client Outreach and Appointment Scheduling
   Conducted phone calls to initiate client engagement and propose participation in corporate advisory sessions. Coordinated appointments via WhatsApp and email, sharing session agendas and securing confirmations. Managed and sent ZOOM meeting invitations for scheduled sessions.

3. Reporting and Documentation
   Updated the Sales Performance Monitoring (SPM) report with details of client calls and confirmed appointments. Managed documentation for client investment account openings, particularly for submissions related to Cross Light Capital.

1. Email and Calendar Review
   Checked emails and reviewed the calendar to track important updates, meeting schedules, and client communications.

2. Document Verification and Resubmission
   Rechecked client documents for accuracy and completeness before resending the updated versions to Cross Light Capital via email.

3. Meeting Minutes Submission
   Prepared and submitted the meeting minutes for a recent corporate advisory session, including the presentation slides for client reference.

4. Client Form Completion for IFAST
   Filled in and updated the client’s information in the IFAST corporate account opening form and transaction form to facilitate the account registration process.

5. Client Outreach for Corporate Advisory
   Conducted phone calls with five clients to propose a corporate advisory session and secured appointments.

6. Client Communication – Agenda Sharing
   Sent session details and agenda to clients through WhatsApp and email to confirm their participation.

7. CPRS Event Preparation
   Created a Google Form for CPRS event registration and finalized the event poster. The completed poster was submitted to AHAM Asset Management Berhad for approval.

8. SPM Report Update
   Recorded the day’s client calling activities and appointment updates in the Sales Performance Monitoring (SPM) Report.

9. CPRS Event Invitation Distribution
   Sent out email invitations to all CC Advisory Sdn Bhd clients based in Kuala Lumpur for the upcoming CPRS event scheduled on 13 May 2025.

1. Emailing Meeting Minutes to Clients
   Emailed the meeting minutes to clients who attended the corporate advisory consultation sessions on Wednesday and Thursday, ensuring all relevant materials and presentation points were included for their reference.

2. SPM Report Update and Submission
   Updated the Sales Performance Monitoring (SPM) Report for the week. Submitted the completed report to the manager for review, and subsequently shared it in the official CC Advisory WhatsApp group.

3. Portfolio Performance Report (PPM) Preparation
   Completed the Portfolio Performance Reports (PPM) for seven clients, detailing the current performance and status of their investment portfolios.

1. Email Monitoring – Client Replies
   Checked and reviewed email inbox for any client responses, with particular attention to updates related to the latest case with Cross Light Capital.

2. Client Appointment Reminders
   Sent gentle reminders to clients regarding their scheduled corporate advisory appointments for the day. Also resent the ZOOM invitation links to ensure smooth attendance.

3. Portfolio Performance Report (PPM) Preparation
   Completed the Portfolio Performance Reports (PPM) for six clients, providing updates on investment status and performance.

4. Investment Account Documentation Submission
   Prepared and emailed the required documentation for investment account openings to Cross Light Capital. Obtained prior approval from the investment manager before final submission.

5. Client Follow-Up – Pending Calls
   Followed up with three clients listed in the previous week’s call list who had not yet responded, to continue engagement and move forward with advisory services.

6. Meeting Minutes Distribution
   Emailed the corporate advisory meeting minutes to clients who attended today's session, including relevant discussion points and attached materials for their reference.

1. Email and Calendar Check
   Reviewed email updates and checked the calendar to stay informed about scheduled client appointments for the day.

2. Client Appointment Reminders and Confirmation
   Sent reminder messages to clients regarding their appointments. Confirmed their attendance and verified the office location for those attending face-to-face meetings.

3. Client Contact Handover
   Shared client contact details with the manager who would be conducting the consultation sessions for the day.

4. Portfolio Performance Report (PPM) Completion
   Completed Portfolio Performance Reports (PPM) for 12 clients, detailing investment performance and relevant updates.

5. Corporate Advisory Meeting Minutes Distribution
   Sent the meeting minutes via email to clients who attended the corporate advisory session today, including relevant discussion points and supporting materials.

1. IPM Rebalancing Report Preparation
   Collaborated with the investment team to complete the IPM Rebalancing Report for all iFAST clients. The task was completed within the day to ensure timely portfolio adjustments.

2. Client Appointment Coordination
   Arranged appointments with clients and sent gentle reminders via WhatsApp for today’s scheduled meetings to confirm attendance.

3. Client Follow-Up
   Conducted follow-up communication with clients from the previous weeks who had pending actions or had not responded to earlier outreach efforts.

1. Submission of Meeting Minutes and Presentation Materials
   Emailed the meeting minutes to clients from previous sessions, attaching the relevant presentation slides for their reference and further review.

2. Meeting Scheduling and Reminders
   Scheduled and reminded clients about today’s appointments to ensure their availability and preparedness.

3. Client Outreach and ZOOM Scheduling
   Conducted calls to 10 clients to propose corporate advisory sessions. Scheduled ZOOM meetings and emailed the invitation links to those who confirmed their appointments.

4. Pending Client Follow-Up
   Sent the corporate advisory agenda via WhatsApp and email to clients who have not yet responded, to encourage re-engagement and confirm interest.

5. Post-Meeting Communication
   Sent meeting minutes to clients who attended today’s appointments, summarizing key discussion points and action items.

6. Appointment Rescheduling
   Rescheduled meetings for clients who were unable to attend today’s session due to emergencies. New appointment dates were coordinated based on their availability.

1. Email and Calendar Review
   Checked emails and reviewed the company calendar to stay updated on client appointments and internal activities for the day.

2. Client Appointment Reminders
   Sent gentle reminders to clients regarding today’s scheduled appointments via WhatsApp and resent the respective ZOOM invitation links to ensure smooth attendance.

3. Monthly Morning Meeting (M3) Attendance – iFAST
   Attended the Monthly Morning Meeting (M3) organized by iFAST via ZOOM from 9:30 AM to 12:00 PM. Briefed the manager on key takeaways and insights gained from the webinar session.

4. Corporate Advisory Meeting Minutes Distribution
   Emailed the meeting minutes to clients who attended today’s corporate advisory session, including all relevant discussion points and documentation.

5. No Client Calling Task
   No client calling tasks were conducted today due to participation in the M3 webinar.

1. Email and Calendar Monitoring
   Checked and reviewed emails and the company calendar to track client communication and daily appointment schedules.

2. Client Appointment Reminders
   Sent gentle reminders to clients about today’s scheduled meetings to ensure attendance and readiness.

3. iFAST Account Opening Process
   Handled the iFAST account opening process by completing both the Corporate Application Form and the Transaction Form.

4. Document Authorisation and Filling
   Obtained the director’s signature on the iFAST documents, scanned all completed forms, and uploaded them to the company’s server for record-keeping.

5. Client Calling and ZOOM Scheduling
   Conducted follow-up calls with five clients, successfully scheduled corporate advisory sessions via ZOOM, and sent the meeting links through both email and WhatsApp.

6. Pending Client Follow-Up
   Sent the corporate advisory agenda to pending clients via WhatsApp to maintain engagement and encourage response.

7. Cross Light Capital Submission Assistance
   Assisted a client in submitting her Cross Light Capital Fund application. Included the transaction form and payment receipt in the submission.

8. Corporate Advisory Meeting Minutes Distribution
   Sent meeting minutes to clients who attended today’s sessions, including relevant discussion notes and materials.

9. SPM Report Update
   Updated the Sales Performance Monitoring (SPM) Report with details of today’s client calls, appointments, and engagement outcomes.

10. Rescheduling of Client Appointments
    Rescheduled corporate advisory appointments for clients who experienced emergencies and were unable to attend as originally planned.

1. Email and Calendar Review
   Checked email inbox and reviewed the calendar to ensure all updates and scheduled activities for the day were noted and organized.

2. ZOOM Link Resending for Rescheduled Appointments
   Resent updated ZOOM invitation links to clients who had rescheduled their corporate advisory appointments.

3. Email Amendment to Cross Light Capital
   Drafted and sent an amended email to Cross Light Capital regarding a client's fund subscription. Attached the updated subscription form for processing.

4. Calendar and ZOOM Link Updates
   Updated the calendar and revised all relevant ZOOM appointments to reflect a change in the person-in-charge—from the investment manager to the insurance manager—due to the former being outstation.

5. Client Calling and Appointment Scheduling
   Called 10 clients to propose corporate advisory sessions. Scheduled ZOOM meetings for confirmed appointments and sent the meeting links via email.

6. Pending Client Follow-Up
   Sent the corporate advisory agenda to pending clients via WhatsApp to reinitiate communication and encourage participation.

7. Meeting Minutes Distribution
   Emailed the meeting minutes to clients who attended the session, attaching the presentation slides for their reference and future use.

1. Email and Calendar Review
   Monitored incoming emails and reviewed the company calendar to ensure awareness of scheduled appointments and internal updates.

2. Client Appointment Reminders
   Sent courteous reminders to clients regarding their scheduled appointments for the day to confirm attendance and ensure smooth coordination.

3. Meeting Rescheduling
   Coordinated new appointment dates for clients who were unable to attend their originally scheduled sessions, ensuring flexibility and continued engagement.

4. Office Location Confirmation
   Reconfirmed clients’ office locations for upcoming face-to-face meetings to prevent any confusion or delays.

5. Support for Senior Investment Staff
   Assisted the Senior Investment Staff with tasks as needed, hence no calling activities were conducted for the corporate advisory session on this day.

6. iFAST Capital Client Outreach
   Conducted outreach to 40 clients under iFAST Capital. The objective was to secure at least 10 appointments by introducing available services and encouraging consultation participation.

7. Attend Raya Celebration

   Participated in the Hari Raya celebration held on the 5th floor together with colleagues from all departments across Cheng & Co Group. The event fostered interdepartmental bonding and promoted a festive workplace culture.

1. Email Monitoring and Response Assistance
   Checked and responded to client emails, assisting with inquiries and follow-up actions as required.

2. Appointment Scheduling for iFAST Clients
   Scheduled ZOOM appointments for iFAST clients and coordinated available time slots.

3. Client Status Tracking
   Updated records by marking clients who were contacted, confirmed their appointments, or expressed disinterest in the advisory session.

4. Corporate Advisory Client Calling
   Conducted calls to 10 clients for corporate advisory sessions and successfully secured 4 confirmed appointments.

5. SPM Report Update and Submission
   Updated the Sales Performance Monitoring (SPM) report with details from today’s client engagements and submitted the report to the Director of CC Advisory via the official WhatsApp group.

6. ZOOM Meeting Coordination
   Sent ZOOM invitation links via email to clients with confirmed appointments. For pending clients, shared the corporate advisory agenda via WhatsApp to encourage confirmation.

7. Document Request for iFAST Account Opening
   Emailed iFAST clients to request their company documents in preparation for filling out their corporate account opening forms.

8. Document Preparation for iFAST
   Assisted in completing and printing all required documents for iFAST account openings.

9. Meeting Minutes Distribution
   Emailed meeting minutes to clients who attended today’s appointments and attached the presentation slides for reference.

10. Advance Appointment Confirmation
    Reached out to clients scheduled for tomorrow’s appointments to confirm their availability and attendance in advance.

1. Client Calling Task – Appointment Scheduling
   Conducted calls to 11 clients as part of the corporate advisory outreach. Successfully secured 5 confirmed appointments for upcoming sessions.

2. Client Contact Handover to Manager
   Shared contact details of clients scheduled for today’s appointments with the manager for coordination and preparation.

3. Meeting Coordination – Agenda and ZOOM Links
   Sent out corporate advisory session agendas and ZOOM invitation links to confirmed clients via both email and WhatsApp.

4. Office Location Confirmation
   Contacted clients to reconfirm the correct office location for face-to-face appointments to ensure smooth meeting arrangements.

5. CPRS Event Registration Tracking
   Reviewed and verified the number of clients who have completed the registration form for the upcoming CPRS event scheduled on 13 May 2025 (Tuesday).

6. Pending Client Follow-Up
   Followed up with clients who have not responded to previous corporate advisory session invitations, aiming to secure their interest and availability.

7. Meeting Minutes Distribution
   Emailed meeting minutes and attached presentation slides to clients who attended today’s sessions for their review and reference.

1. Email and Calendar Review
   Checked and reviewed email updates and the company calendar to stay informed on appointment schedules and internal tasks for the day.

2. Client Appointment Reminders and Confirmation
   Sent gentle reminders to clients with scheduled appointments today and obtained confirmations regarding their attendance.

3. Appointment Rescheduling
   Rescheduled meetings for clients who were unable to attend due to personal or scheduling conflicts, coordinating alternative dates.

4. Client Contact Submission
   Provided the manager with client contact numbers for face-to-face appointments to support preparation and engagement.

5. Client Calling Task – Corporate Advisory
   Conducted calls to 10 clients and successfully secured 5 confirmed appointments for corporate advisory sessions.

6. ZOOM Link and Agenda Distribution
   Sent ZOOM invitation links to clients with confirmed appointments via email. For pending clients, shared the session agenda through WhatsApp to encourage confirmation.

7. Corporate Advisory Meeting Minutes
   Emailed the meeting minutes to clients who attended today's corporate advisory session for their review and future reference.

8. Insurance Data Analysis
   Extracted and analyzed relevant data from insurance policies to compile information for the insurance report in the Microsoft Excel

1. Email and Calendar Review
   Checked incoming emails and reviewed the company calendar to monitor updates and track scheduled client appointments.

2. Client Appointment Reminders
   Sent gentle reminders to clients regarding their appointments scheduled for the day to confirm attendance and reduce no-shows.

3. Appointment Rescheduling
   Rescheduled appointments for clients who requested postponements due to personal or work-related reasons, ensuring timely follow-up.

4. Insurance Data Analysis
   Extracted and analyzed data from insurance policy documents and compiled the information into a structured Microsoft Excel report.

5. Client Calling Task – Corporate Advisory
   Contacted 10 clients as part of the corporate advisory outreach and successfully secured 3 confirmed appointments.

6. Meeting Coordination – Email Communication
   Emailed corporate advisory agendas to pending clients and sent ZOOM invitation links to those with confirmed appointments.

7. Meeting Minutes Distribution
   Emailed meeting minutes to clients who attended today’s appointments, including relevant discussion points and supporting documents.

8. Document Scanning and Filling
   Scanned client documents and organized them into the company’s digital filing system on the server.

9. Excel Update – E-Invoicing & CPRS Appointments
   Updated the Excel sheet to reflect recent E-invoicing and CPRS appointment details, and saved the file to the company server for internal access.

1. Email and Calendar Review
   Checked emails and reviewed the calendar to stay updated on scheduled appointments and internal tasks for the day.

2. Client Appointment Reminders
   Sent gentle reminders to clients regarding today’s appointments to confirm attendance and ensure smooth scheduling.

3. Client Data Analysis and Excel Update
   Analyzed client information and updated the relevant Excel sheet for internal records and reporting purposes.

4. Account Opening Form Preparation
   Completed the required forms for iFAST Capital account openings for both individual and corporate clients. Also prepared the account opening forms for AHAM Asset Management.

5. Client Calling Task – Appointment Scheduling
   Contacted 11 clients and successfully secured 6 confirmed appointments for corporate advisory sessions.

6. Agenda and ZOOM Link Distribution
   Emailed the corporate advisory agenda to pending clients and sent ZOOM invitation links to clients with confirmed appointments.

7. SPM Report Update
   Updated the Sales Performance Monitoring (SPM) Report with today’s calling outcomes and saved the file into the company server.

8. Meeting Minutes Distribution
   Emailed meeting minutes to clients who attended today’s sessions, providing them with a summary of the discussion and supporting materials.

1. Email and Calendar Review
   Performed routine email and calendar checks to monitor updates, client communication, and scheduled appointments.

2. SPM Report Submission
   Submitted the updated Sales Performance Monitoring (SPM) Report to the Director via the official CC Advisory WhatsApp group for review and record-keeping.

3. Portfolio Performance Monitoring (PPM) Report Preparation
   Completed the Portfolio Performance Monitoring (PPM) reports for 10 clients. The task was carried out with guidance from the Senior Investment Executive to ensure accuracy and alignment with reporting standards.

1. Email and Calendar Review
   Checked and monitored email inbox and company calendar to stay informed of client communication and scheduled appointments.

2. Client Appointment Reminders and Location Confirmation
   Sent gentle reminders to clients regarding today’s appointments and confirmed the office location for those attending face-to-face sessions.

3. Portfolio Performance Monitoring (PPM) Report Preparation
   Completed Portfolio Performance Monitoring (PPM) reports for 10 clients. Updated the data in the Microsoft Excel tracking file and submitted the final report to the Senior Investment Staff for review.

1. Review Emails and Calendar
   Begin the day by reviewing all incoming emails and checking the calendar for scheduled meetings and appointments. Respond promptly to any urgent messages.

2. Send Appointment Reminders to Clients
   Send courteous reminder emails to clients with appointments scheduled for today. Kindly reconfirm the office location to ensure clarity and avoid any confusion.

3. Prepare and Submit PPM Reports
   Complete PPM reports for 10 clients with accuracy and attention to detail. Update the master tracking file in Microsoft Excel accordingly and submit the finalized reports to the senior investment staff for review and approval.

4. Distribute Corporate Advisory Meeting Minutes
   Finalize the meeting minutes from the recent corporate advisory session and send them to the respective clients via email as a reference and follow-up to the discussion.

1. Email and Calendar Management
   Conduct a comprehensive review of all incoming correspondence and scheduled meetings to ensure timely follow-up and full preparedness for the day’s engagements.

2. Client Appointment Reminders
   Issue professional reminder emails to clients with appointments scheduled for today. Reconfirm office location details to ensure clarity and avoid logistical issues.

3. Rescheduling of Deferred Appointments
   Coordinate the rescheduling of previously postponed client meetings in alignment with their availability. Share updated Zoom invitations and revised meeting agendas in a timely and professional manner.

4. Administrative Updates for Rescheduled Meetings
   Reflect all revised appointments in internal systems, including the SPM reporting tool, Zoom calendar, and the firm’s master schedule, to maintain consistency and operational transparency.

5. Preparation and Submission of PPM Reports
   Complete and validate PPM reports for 12 clients, ensuring accuracy and adherence to internal standards. Update the master tracking spreadsheet in Microsoft Excel and submit the finalized documents to the senior investment team for review.

6. Distribution of Corporate Advisory Meeting Minutes
   Finalize the meeting minutes from the recent corporate advisory session. Disseminate the document to relevant clients via email, providing them with an accurate record for future reference.

7. Staff Birthday Celebration
   Participated in a lunchtime birthday celebration for a colleague, held at the office lounge. The event encouraged team bonding in a relaxed setting.

1. Email and Calendar Management
   Conduct a thorough review of all incoming emails and scheduled calendar items to ensure timely responses and alignment with the day’s deliverables.

2. Client Appointment Notifications
   Send professionally worded reminders to clients with scheduled appointments today, reaffirming the meeting details and ensuring clear communication.

3. PPM Report Finalization and Submission
   Complete and quality-assure eight (8) PPM reports for assigned clients. Ensure the accompanying Excel tracking file is accurately updated and formatted according to internal standards. Submit all finalized documents to the senior investment team for review.

4. Distribution of Corporate Advisory Meeting Minutes
   Finalize the minutes from the recent corporate advisory session and circulate them to relevant clients via email, providing a formal and accurate summary for their records.

1. SPM Report Update and Submission
   Consolidated and updated the latest information in the SPM report. The completed report was submitted to the Director via the official WhatsApp group for review and reference.

2. Email and Calendar Review
   Performed a comprehensive check of all incoming emails and calendar entries to ensure alignment with scheduled engagements and timely responses to outstanding matters.

3. Client Appointment Reminders and Location Confirmation
   Sent polite reminder emails to clients scheduled for appointments today. Included a request for confirmation of the office location to facilitate smooth coordination.

4. Client Outreach and Appointment Scheduling
   Completed outbound calls to ten (10) clients. Successfully secured two (2) confirmed appointments as a result of these engagements.

5. Agenda and Zoom Invitation Distribution
   Emailed the meeting agenda to clients with pending confirmations and sent Zoom invitation links to clients with confirmed appointments, ensuring all participants are well-informed and prepared.

6. Distribution of Corporate Advisory Meeting Minutes
   Finalized and emailed the official meeting minutes from the recent corporate advisory session to relevant clients, providing a clear and professional summary for their records.

1. Email and Calendar Management
   Performed a comprehensive review of incoming emails and scheduled calendar entries to ensure timely follow-up, task prioritization, and alignment with the day’s agenda.

2. Client Appointment Reminders
   Issued professional and courteous reminders to clients with scheduled appointments today, ensuring clear communication of meeting details.

3. Client Outreach and Appointment Confirmation
   Conducted follow-up calls with eight (8) clients as part of ongoing relationship management efforts. Successfully secured two (2) confirmed appointments through direct engagement.

4. Agenda and Zoom Coordination
   Distributed meeting agendas to clients with pending confirmations and provided Zoom invitation links to those with confirmed appointments, ensuring all participants are well-prepared.

5. Dissemination of Corporate Advisory Meeting Minutes
   Finalized and circulated the official minutes of the recent corporate advisory session to respective clients via email, serving as a formal reference for discussions held.

6. SPM Report Update
   Updated the SPM report to reflect the most recent client activity and scheduling changes, maintaining accuracy across internal reporting systems.

7. Client Servicing – E-Invoice Account Update
   Sent e-Invoice account update forms to iFAST clients via email in accordance with the latest administrative requirements, supporting compliance and account maintenance.

1. Email and Calendar Review
   Conducted a detailed review of all incoming emails and calendar entries to ensure timely responses and alignment with scheduled engagements.

2. Client Appointment Reminders
   Sent professional and courteous email reminders to clients with appointments scheduled for today, confirming relevant meeting details.

3. Client Outreach and Appointment Scheduling
   Initiated follow-up calls with five (5) clients as part of appointment scheduling efforts. Successfully secured one (1) confirmed appointment.

4. Agenda and Zoom Invitation Coordination
   Emailed meeting agendas to clients with pending confirmations and sent Zoom invitation links to those with confirmed appointments to ensure preparedness.

5. Distribution of Corporate Advisory Meeting Minutes
   Finalized and distributed the official meeting minutes from the recent corporate advisory session to relevant clients via email, serving as a formal reference.

6. SPM Report Update
   Updated the SPM report with the latest client and meeting information to maintain accurate internal records and scheduling data.

7. PPM Report Assistance
   Assisted senior investment staff in revising a PPM report by rebalancing the portfolio allocation to reflect a revised structure of 70% equity and 30% bonds, in line with client objectives.

8. E-Invoice Account Update for iFAST Clients
   Continued the distribution of e-Invoice account update forms via email to iFAST clients, following up with contacts from the previously assigned list.

1. Email and Calendar Management
   Reviewed incoming emails and calendar entries to ensure timely communication and alignment with the day’s scheduled activities.

2. Client Appointment Reminders
   Sent professional reminder emails to clients with appointments scheduled for today to confirm attendance and ensure preparedness.

3. Distribution of Corporate Advisory Meeting Minutes
   Finalized and disseminated the meeting minutes from the recent corporate advisory session to relevant clients via email, serving as a formal reference for the discussion.

4. SPM Report Update
   Updated the SPM report with the latest client and meeting information to maintain accurate and up-to-date internal records.

5. Assistance with PPM Report Rebalancing
   Assisted senior investment staff in rebalancing a client portfolio within the PPM report. Adjusted asset allocation from an even 50:50 equity-to-bond ratio to a revised allocation of 70% equity and 30% bonds, as per updated investment strategy.

6. Client Servicing – E-Invoice Account Updates
   Continued emailing e-Invoice account update forms to iFAST clients, based on the remaining names from the previously assigned list, to support ongoing compliance and administrative updates.

1. Sales Performance Monitoring (SPM) Report Submission
   Updated and submitted the weekly Sales Performance Monitoring (SPM) report to the official CC Advisory WhatsApp group to ensure timely reporting of sales activities.

2. Email and Calendar Management
   Reviewed and responded to incoming emails and checked calendar entries to stay aligned with scheduled tasks and meetings for the day.

3. Client Appointment Reminders
   Sent gentle reminder emails to clients with scheduled appointments today to confirm their attendance and promote punctuality.

4. Distribution of Corporate Advisory Meeting Minutes
   Sent the meeting minutes from the recent corporate advisory session to clients via email for their reference and record-keeping.

5. Organizational Chart Design
   Designed a professional chart outlining the CC Advisory Practice Director Group Structure and submitted the final version to the Director.

6. Client Calling and Meeting Coordination
   Conducted a new calling task involving 10 clients. Sent meeting agendas via email to clients with pending confirmations and scheduled Zoom meetings for those who confirmed appointments.

7. Client Servicing – E-Invoice Account Updates
   Continued emailing e-Invoice account update forms to iFAST clients from the previous list, supporting ongoing compliance and administrative updates.

1. Email and Calendar Management
   Checked and responded to emails, and reviewed calendar entries to stay aligned with scheduled tasks and meetings for the day.

2. Client Appointment Reminders
   Sent polite reminder emails to clients with appointments scheduled for today to ensure their attendance and readiness.

3. iFAST Monthly Morning Meeting (M3)
   Attended the iFAST Monthly Morning Meeting (M3) in hybrid format from 9:30 AM to 12:00 PM to stay updated on key developments and internal updates.

4. Distribution of Corporate Advisory Meeting Minutes
   Sent the meeting minutes from the recent corporate advisory session to clients via email for their reference and record-keeping.

5. Organizational Chart Design
   Designed a professional organizational chart for the CC Advisory Practice Director Group Structure and submitted it to the Director for review.

6. Client Calling and Meeting Coordination
   Conducted a calling task involving 10 clients. Sent meeting agendas via email to clients pending confirmation and successfully scheduled 4 Zoom appointments with clients who confirmed.

7. E-Invoicing Call Listing Finalization
   Finalized and updated the Excel file containing the E-invoicing call listings. Submitted the completed file to the Investment Manager.

8. New Client Onboarding – AHAM Account
   Sent an email to AHAM regarding a new client account opening request to initiate the onboarding process.

• Email and Calendar Management
  Reviewed and responded to emails, and checked calendar entries to remain aligned with scheduled meetings and tasks.

• Client Appointment Reminders and Coordination
  Sent gentle reminder emails to clients with scheduled appointments today and forwarded their contact details to the Manager for coordination purposes.

• Client Onboarding – iFAST Account
  Prepared the required documents for a client’s iFAST account opening and transaction form. Emailed the forms directly to the client to request their authorized signatures prior to proceeding with the submission process.

• Distribution of Corporate Advisory Meeting Minutes
  Emailed the meeting minutes from the recent corporate advisory session to relevant clients for their reference and record-keeping.

• Client Calling and Meeting Scheduling
  Conducted a calling task involving 10 clients. Sent meeting agendas via email to clients pending confirmation and scheduled Zoom meetings for clients who confirmed appointments.

• E-Invoicing Call Listing Finalization
  Finalized and updated the Excel file for the E-invoicing call listings and submitted the completed version to the Investment Manager.

1. Email and Calendar Management
   Reviewed and responded to incoming emails and monitored calendar entries to ensure alignment with the day’s schedule.

2. Client Appointment Reminders and Coordination
   Sent polite reminders to clients with scheduled appointments for the day and shared their contact details with the Manager for coordination.

3. Form Preparation – Account Opening (iFAST & AHAM)
   Completed the necessary forms for clients’ iFAST Capital account opening and transaction requests. Additionally, prepared AHAM account opening forms for both individual and corporate investors.

4. Distribution of Corporate Advisory Meeting Minutes
   Sent the meeting minutes from the latest corporate advisory session to relevant clients via email for their reference and documentation.

5. Client Calling and Appointment Scheduling
   Conducted a calling task involving 11 clients. Sent agendas via email to clients with pending confirmations and scheduled Zoom meetings with those who confirmed—successfully securing 2 confirmed appointments.

6. E-Invoice Form Tracking and Recording
   Tracked clients who had returned the original e-invoice forms, compiled the documents, and updated the records in Microsoft Excel for internal tracking.

1. Sales Performance Monitoring (SPM) Report Update
   Updated the weekly Sales Performance Monitoring (SPM) report and submitted it to the Director via the official WhatsApp group.

2. Email and Calendar Management
   Checked and responded to emails, and reviewed calendar entries to stay aligned with scheduled meetings and tasks.

3. Client Appointment Reminders and Coordination
   Sent gentle reminders to clients with appointments scheduled for today and forwarded their contact details to the Manager for coordination.

4. Form Preparation and Submission (iFAST & AHAM)
   Completed clients’ iFAST Capital account opening and transaction forms, as well as AHAM account forms for both individual and corporate investors; submitted all forms to senior investment staff for further review.

5. Document Scanning and Filing
   Scanned all completed iFAST and AHAM forms and uploaded them to the company server for record-keeping.

6. Distribution of Corporate Advisory Meeting Minutes
   Sent meeting minutes from the recent corporate advisory session to clients via email for their reference.

7. New Client Documentation Request
   Emailed requests for company documents to new clients to facilitate processing of their account opening applications (new cases).

8. Client Calling and Appointment Scheduling
   Conducted calling tasks for 5 clients; sent meeting agendas via email to pending clients and scheduled Zoom meetings for those who confirmed appointments.

9. E-Invoice Form Tracking and Recording
   Tracked clients who returned the original e-invoice forms, compiled the documents, and updated the records in Microsoft Excel.

1. Sales Performance Monitoring (SPM) Report Update
   Updated the weekly Sales Performance Monitoring (SPM) report and submitted it to the Director via the official WhatsApp group.

2. Email and Calendar Management
   Reviewed and responded to incoming emails and monitored calendar entries to ensure alignment with the day’s schedule.

3. Client Appointment Reminders and Coordination
   Sent polite reminders to clients with scheduled appointments for the day and shared their contact details with the Manager for coordination.

4. Document Scanning and Filing (iFAST & AHAM Forms)
   Continued scanning all iFAST and AHAM forms and uploaded the scanned copies to the company server for proper record management.

5. Distribution of Corporate Advisory Meeting Minutes
   Sent the meeting minutes from the latest corporate advisory session to relevant clients via email for their reference and documentation.

6. Client Calling and Appointment Scheduling
   Conducted a calling task involving 10 clients; sent agendas via email to clients with pending confirmations and scheduled Zoom meetings with those who confirmed appointments.

7. Follow-up on Corporate Advisory Calling Listings
   Followed up on previous calling listings related to the corporate advisory session to ensure continued client engagement.

8. E-Invoice Form Tracking and Recording
   Tracked clients who returned the original e-invoice forms, compiled the documents, and updated the records in Microsoft Excel for internal tracking.

1. Email and Calendar Management
   Checked and responded to emails, and reviewed calendar entries to stay organized and aligned with scheduled tasks.

2. Client Appointment Reminders and Coordination
   Sent gentle reminders to clients with appointments scheduled for today and forwarded their contact details to the Manager for coordination.

3. Handling of iFAST and AHAM Forms Submission
   Managed the submission of iFAST and AHAM forms by sending them via courier and post to the respective offices of iFAST Capital and AHAM Asset Management Berhad.

4. Distribution of Corporate Advisory Meeting Minutes
   Sent meeting minutes from the corporate advisory session to clients via email for their reference.

5. Form Preparation for iFAST Corporate Private Retirement Scheme (CPRS)
   Completed the necessary forms for the iFAST Corporate Private Retirement Scheme (CPRS) and submitted them to senior investment staff for review.

6. Client Account Updates on iFAST Website
   Assisted senior investment staff in updating and renaming clients’ accounts on the iFAST website.

1. Email and Calendar Management
   Checked and responded to emails, and reviewed calendar entries to ensure alignment with daily schedules.

2. Client Appointment Reminders and Coordination
   Sent gentle reminders to clients with appointments scheduled for today and forwarded their contact details to the Manager for coordination.

3. Handling of iFAST Capital Documents
   Managed all documentation related to iFAST Capital, ensuring proper handling and filing.

4. Distribution of Corporate Advisory Meeting Minutes
   Sent meeting minutes from the corporate advisory session to clients via email for their reference.

5. Client Calling and Appointment Scheduling
   Conducted calling tasks for 10 clients; sent agendas via email to pending clients and scheduled Zoom meetings for confirmed appointments.

6. Updating Excel Files for Calling Lists
   Updated Excel files containing calling lists for both E-invoice and Decoding Budget listings.

7. E-Invoice Form Tracking and Recording
   Tracked clients who returned original e-invoice forms, compiled the documents, and recorded the information in Microsoft Excel.

1. Email and Calendar Management
   Checked and responded to emails, and reviewed calendar entries to ensure alignment with daily schedules.

2. Client Appointment Reminders and Coordination
   Sent gentle reminders to clients with appointments scheduled for today and forwarded their contact details to the Manager for coordination.

3. Handling of iFAST Capital Documents
   Managed all documentation related to iFAST Capital, ensuring proper handling and filing.

4. Distribution of Corporate Advisory Meeting Minutes
   Sent meeting minutes from the corporate advisory session to clients via email for their reference.

5. Client Calling and Appointment Scheduling
   Conducted calling tasks for 10 clients; sent agendas via email to pending clients and scheduled Zoom meetings for confirmed appointments.

6. Updating Excel Files for Calling Lists
   Updated Excel files containing calling lists for both E-invoice and Decoding Budget listings.

7. E-Invoice Form Tracking and Recording
   Tracked clients who returned original e-invoice forms, compiled the documents, and recorded the information in Microsoft Excel.

8. Assistance with Insurance Quotations
   Assisted the insurance team in preparing client insurance quotations.

1. Update Sales Performance Monitoring (SPM) Report
   Updated the weekly SPM report and submitted it to the CC Advisory official WhatsApp group.

2. Email and Calendar Management
   Checked and responded to emails, and reviewed calendar entries to stay aligned with daily schedules.

3. Client Appointment Reminders and Coordination
   Sent gentle reminders to clients with appointments scheduled for today and forwarded their contact details to the Manager.

4. Handling and Submission of iFAST Capital Documents
   Managed all iFAST Capital document submissions and arranged courier delivery to the iFAST Capital office.

5. Distribution of Corporate Advisory Meeting Minutes
   Sent meeting minutes from the corporate advisory session to clients via email for their reference.

6. Client Calling and Appointment Scheduling
   Conducted calling tasks for 10 clients; sent agendas via email to pending clients and scheduled Zoom meetings for confirmed appointments.

7. Updating Excel Files for Calling Lists
   Updated Excel files for both E-invoice and Decoding Budget calling listings.

8. E-Invoice Form Tracking and Follow-up
   Tracked clients who returned the original e-invoice forms, compiled the documents, recorded the data in Microsoft Excel, and sent reminders to those who have yet to respond.

1. Email and Calendar Management
   Checked and responded to emails, and reviewed calendar entries to stay organized and aligned with daily activities.

2. Meeting with Investment Manager
   Attended a meeting with the investment manager to discuss calling task files related to the E-invoicing and Decoding Budget lists.

3. Distribution of Corporate Advisory Meeting Minutes
   Sent meeting minutes from the corporate advisory session to clients via email for their reference.

4. Scheduling and Coordination for New Staff Interview
   Scheduled the interview meeting and created a Zoom invitation link for the new staff interview session.

1. Email and Calendar Management
   Checked and responded to emails, and reviewed calendar entries to ensure alignment with daily responsibilities.

2. Client Appointment Reminders and Coordination
   Sent gentle reminders to clients with appointments scheduled for today and forwarded their contact details to the Manager for coordination.

3. iFAST Capital Document Handling and Submission
   Managed the submission of iFAST Capital documents and arranged for courier delivery to the iFAST Capital office.

4. New Case Handling – iFAST Capital Account Opening
   Handled a new case involving the preparation and processing of documents for a client’s iFAST Capital account opening.

5. Distribution of Corporate Advisory Meeting Minutes
   Sent meeting minutes from the recent corporate advisory session to clients via email for their reference.

1. Email and Calendar Management
   Checked and responded to emails, and reviewed calendar entries to ensure alignment with daily tasks and schedules.

2. Client Appointment Reminders and Coordination
   Sent gentle reminders to clients with appointments scheduled for today and forwarded their contact details to the Manager.

3. Appointment Rescheduling – Corporate Advisory Session
   Rescheduled corporate advisory session appointments due to the Manager being outstation.

4. Emailing Corporate Advisory Agendas and Brochures
   Emailed agendas for the corporate advisory session to clients and attached the relevant brochure; successfully sent to 19 clients.

5. Sales Performance Monitoring (SPM) Report Update
   Updated the weekly SPM report to reflect the rescheduled appointments.

1. Email and Calendar Management
   Checked and responded to emails, and reviewed calendar entries to ensure alignment with daily responsibilities.

2. Client Appointment Reminders and Coordination
   Sent gentle reminders to clients with appointments scheduled for today and forwarded their contact details to the Manager for coordination.

3. E-Invoice Account Update – Excel File Maintenance
   Updated the Excel file for the e-invoice account update forms with the latest client information.

4. Handling and Submission of iFAST Documents
   Managed iFAST documents and arranged for their delivery via courier to the appropriate office.

5. Email Communication with AHAM – New CPRS Account
   Contacted AHAM via email to request company documents for a new Corporate Private Retirement Scheme (CPRS) account opening.

6. Form Preparation – New Account Opening
   Completed account opening forms for new cases involving both corporate and individual clients.

7. Distribution of Meeting Minutes
   Sent meeting minutes to clients via email for their reference.

8. Emailing Corporate Advisory Agendas and Brochures
   Emailed corporate advisory agendas and brochures to clients; successfully sent to 9 clients.

9. Sales Performance Monitoring (SPM) Report Update
   Updated the weekly SPM report with the latest client and appointment information.

1. Email and Calendar Management
   Checked and responded to emails, and reviewed calendar entries to ensure alignment with daily responsibilities.

2. Client Appointment Reminders and Coordination
   Sent gentle reminders to clients with appointments scheduled for today and forwarded their contact details to the Manager for coordination.

3. E-Invoice Account Update – Excel File Maintenance
   Updated the Excel file for e-invoice account update forms with the latest client information.

4. Handling and Submission of iFAST Documents
   Managed iFAST documents and arranged for delivery via courier to the appropriate office.

5. Email Communication with AHAM – New CPRS Account
   Contacted AHAM via email to request company documents for a new Corporate Private Retirement Scheme (CPRS) account opening.

6. Form Preparation – New Account Opening
   Continued filling out account opening forms for new cases involving both corporate and individual clients.

7. Preparation of PPM Reports
   Prepared Portfolio Performance Monitoring (PPM) reports for three clients, including investment allocations and updates.

8. Cross Light Capital Client File Management
   Checked emails, reviewed updates, and downloaded all relevant forms for Cross Light Capital clients from the server.

9. Distribution of Meeting Minutes
   Sent meeting minutes to clients via email for their reference.

10. Emailing Corporate Advisory Agendas and Brochures
    Emailed corporate advisory session agendas and brochures to clients; successfully sent to 9 clients.

11. Sales Performance Monitoring (SPM) Report Update
    Updated the weekly SPM report with the latest client and meeting information.

1. Email and Calendar Management
   Checked and responded to emails, and reviewed calendar entries to ensure alignment with daily responsibilities.

2. Client Appointment Reminders and Coordination
   Sent gentle reminders to clients with appointments scheduled for today and forwarded their contact details to the Manager for coordination.

3. E-Invoice Account Update – Excel File Maintenance
   Updated the Excel file for e-invoice account update forms with the latest client information.

4. Handling AHAM PRS Form Documents
   Prepared AHAM PRS form documents, requested the Director's signature, and submitted the forms to the Senior Investment Staff for review.

5. Scanning and Submission of AHAM PRS Documents
   Scanned all completed AHAM PRS documents, uploaded them to the company server, and arranged for courier delivery.

6. Preparation of PPM Reports
   Prepared Portfolio Performance Monitoring (PPM) reports for 17 clients, including updates on portfolio performance and allocation.

7. Cross Light Capital Client File Management
   Checked emails, reviewed updates, and downloaded all relevant forms for Cross Light Capital clients from the server.

8. Distribution of Meeting Minutes
   Sent meeting minutes to clients via email for their reference.

1. Email and Calendar Check
   Checked and responded to emails, and reviewed calendar entries to ensure alignment with daily responsibilities.

2. Gentle Reminder to Client
   Sent a polite reminder to the client regarding their upcoming appointment for a corporate advisory session.

3. Email Meeting Minutes to Client
   Compiled and emailed the meeting minutes to the client who attended the corporate advisory session earlier today.

4. iFAST Account Opening and Transaction Forms
   Handled the iFAST account opening form and transaction form on behalf of clients. The completed forms were sent directly to iFAST Capital's office by postage.

5. Reschedule Corporate Advisory Appointment
   Rescheduled corporate advisory appointments as requested by clients, confirming new dates and times.

6. Attend M3 Webinar Organized by iFAST Capital
   Participated in the M3 Webinar organized by iFAST Capital from 9:30 AM to 12:00 PM.

7. Handling PPM Report
   Managed and processed the PPM report as part of routine tasks.

1. Email and Calendar Review
   Checked and responded to emails, and reviewed calendar entries to ensure alignment with daily responsibilities.

2. Portfolio Performance Report (PPM) for May & June 2025
   Managed the preparation and analysis of the Portfolio Performance Reports (PPM) for May 2025 and June 2025. Successfully compiled and finalized reports for six clients, ensuring accuracy and timely delivery.

3. Client Reminder for Corporate Advisory Session
   Sent a courteous reminder to clients regarding their scheduled appointments for the corporate advisory session, ensuring all necessary details were provided.

4. Preparation of Calling Script for Faber Tower Listings
   Developed a professional calling script for Faber Tower listings, which was submitted to the manager for review and feedback.

5. Preparation of AHAM Corporate Private Retirement Scheme Forms
   Prepared the necessary account opening and transaction forms for the AHAM Corporate Private Retirement Scheme, ensuring all required documentation was accurately completed.

1. Email and Calendar Review
   Checked and responded to emails promptly. Reviewed the calendar to ensure all scheduled appointments and tasks aligned with the day’s responsibilities.

2. Client Reminder for Corporate Advisory Session
   Sent gentle reminders to clients regarding their corporate advisory session appointments scheduled for today.

3. Preparation of AHAM Corporate Private Retirement Scheme (PRS) Forms
   Prepared the account opening and transaction forms for the AHAM Corporate Private Retirement Scheme (PRS). Submitted the completed forms to the manager for review before arranging for courier delivery.

4. Portfolio Performance Report (PPM) for June 2025
   Continued the preparation and analysis of the Portfolio Performance Report (PPM) for June 2025, working on data compilation and ensuring accuracy.

5. Email Meeting Minutes for Corporate Advisory Presentation
   Compiled and emailed the meeting minutes from today’s corporate advisory session, including the presentation slides for client reference.

1. Email and Calendar Review
   Checked and responded to emails promptly. Reviewed the calendar to ensure all scheduled appointments and tasks were aligned with the day’s responsibilities.

2. Apology Message to Client for Postponed Appointment
   Sent an apology message to the client regarding the postponed appointment, as per the manager's instructions, and rescheduled as necessary.

3. Courier AHAM Corporate PRS Forms to iFAST Capital
   Prepared and sent the completed AHAM Corporate Private Retirement Scheme (PRS) forms to the customer service department at iFAST Capital via courier.

4. Continuing PPM Report for June 2025
   Continued working on the Portfolio Performance Report (PPM) for June 2025, focusing on data accuracy and report preparation.

5. Email Meeting Minutes for Corporate Advisory Presentation
   Compiled and emailed the meeting minutes from today’s corporate advisory session, including the presentation slides for client reference.

1. Email and Calendar Review
   Responded to emails promptly, addressing client and internal queries. Reviewed the calendar to ensure all appointments and tasks were aligned with the day's schedule and made adjustments as needed for smooth execution.

2. Progressing with Portfolio Performance Report (PPM)
   Continued working on the PPM for [Month/Year], focusing on data collection, validation, and updating client portfolio information. Made significant progress towards finalizing the report for review.

3. Processing iFAST Account Update Forms
   Managed iFAST account update forms, completing necessary paperwork and sending the forms via courier to iFAST Capital for processing.

4. Submitting Clients' E-Invoice Account Update Forms
   Reviewed and compiled clients' e-invoice account update forms, ensuring accuracy before submitting them to iFAST Capital for record-keeping.

1. Email and Calendar Review
   Checked and responded to emails promptly, ensuring timely communication. Reviewed the calendar to ensure that all appointments and tasks were properly aligned with the day's priorities.

2. Client Appointment Reminders and Coordination
   Sent gentle reminders to clients regarding their appointments scheduled for today. Forwarded their contact details to the Manager for coordination and follow-up.

3. Portfolio Performance Report (PPM) Progress
   Continued working on the PPM report, completing the analysis and preparation for 9 clients. Ensured all necessary data was included and accurate for review.

4. Collection and Update of Clients' E-Invoice Account Forms
   Collected clients' e-invoice account update forms and updated the details in the tracking Excel file to maintain accurate records.

5. Handling iFAST Account Forms
   Processed the iFAST account opening and transaction forms, sought Mr. Low's review, and prepared them for postage to iFAST Capital's office.

6. New Account Opening Case from AHAM
   Received a new case for an account opening form from AHAM. Reviewed all company documents received and ensured everything was complete before proceeding with the next steps.

1. Email and Calendar Review
   Responded promptly to emails, ensuring efficient communication. Reviewed the calendar to ensure all appointments and tasks were aligned with the day’s priorities.

2. Completion of PPM Report
   Finalized and completed the Portfolio Performance Report (PPM) for all pending clients, ensuring accuracy and timeliness.

3. iFAST E-Invoice Account Update
   Processed the iFAST e-invoice account update forms and updated the details in the tracking Excel file to maintain accurate records.

4. Handling AHAM Forms for Clients
   Assisted with filling out AHAM forms for both corporate and individual investors on behalf of clients, ensuring all required details were correctly captured.

   
   

1. Email and Calendar Review
   Responded promptly to emails, ensuring clear and timely communication. Reviewed the calendar to ensure that all appointments and tasks were properly aligned with the day’s priorities.

2. Client Appointment Reminders and Coordination
   Sent polite reminders to clients with appointments scheduled for today. Forwarded their contact details to the Manager for further coordination.

3. iFAST E-Invoice Account Update
   Processed the iFAST e-invoice account update forms and updated the details in the Excel tracking file for accurate record-keeping.

4. AHAM Account Opening and Transaction Forms
   Assisted clients by filling out AHAM account opening and transaction forms for both corporate and individual investors, ensuring all necessary details were provided.

5. iFAST Corporate Account Opening and Transaction Forms
   Handled iFAST corporate account opening and transaction forms on behalf of clients, ensuring all paperwork was completed accurately for submission.

1. Email and Calendar Review
   Responded promptly to emails, ensuring clear and timely communication. Reviewed the calendar to ensure all appointments and tasks were properly aligned with the day’s priorities.

2. Handling iFAST E-Invoice Account Update
   Processed the iFAST e-invoice account update form and sent it to iFAST Capital via postage for further processing.

3. Client Calling and Meeting Coordination
   Conducted calls to 10 clients to confirm their availability for meetings. Scheduled Zoom meetings for those who confirmed their appointments.

4. Distributing Corporate Advisory Session Agenda
   Distributed the agenda for the upcoming corporate advisory session to clients, allowing them to review and decide on their attendance.

   
   

1. Email and Calendar Review
   Responded promptly to incoming emails, ensuring effective and timely communication. Reviewed the calendar to confirm all meetings and tasks were properly scheduled and aligned with daily priorities.

2. Finalization of Weekly Sales Performance Report (SPM)
   Updated and finalized the Weekly Sales Performance Report (SPM) to reflect the most current data. Submitted the report to the Director via the official CC Advisory WhatsApp group.

3. Client Appointment Reminders
   Sent gentle reminders to clients with scheduled appointments for today’s corporate advisory session to ensure their attendance.

4. Processing iFAST Account Opening and Transaction Forms
   Prepared iFAST account opening and transaction forms on behalf of a client. After review by Mr. Low, Senior Investment Executive, arranged for delivery to iFAST Capital via postage.

5. Client Calls for Corporate Advisory Appointments
   Contacted 5 clients to discuss and confirm their interest in attending the upcoming corporate advisory sharing session. Scheduled appointments accordingly.

6. Cafe Talk Event entitled "Financial Insights 2025" Invitation
   Sent invitations via message to clients located in Faber Tower, encouraging their participation in the upcoming Cafe Talk event.

7. Distribution of Meeting Minutes and Presentation Slides
   Shared meeting minutes and presentation slides from the corporate advisory sharing session with clients for their reference and follow-up.

   
   

1. Email and Calendar Review
   Responded promptly to incoming emails to ensure clear and effective communication. Reviewed the calendar to confirm that all scheduled appointments and tasks were properly aligned with the day’s priorities.

2. Client Appointment Reminders
   Sent gentle reminder messages to clients who were scheduled to attend today’s corporate advisory session to ensure their attendance.

3. Client Calls for Cafe Talk Event Invitation
   Assisted in calling 29 clients to invite them to the Cafe Talk Event scheduled for Wednesday, 25 June 2025. Out of the total, 19 clients responded to the calls, while 10 were unreachable. Follow-up invitations were sent via message to the clients who did not answer the phone.

4. Processing iFAST Account Opening Form
   Processed an iFAST account opening form on behalf of a client and sent the completed form to the client’s address via postage for the purpose of obtaining their authorized signature.

5. Preparation of Account Opening Forms – AHAM and iFAST Capital
   Filled out account opening forms for new cases under AHAM and iFAST Capital, involving both corporate and individual investors. Forms were prepared on behalf of clients.

6. Distribution of Appointment References
   Sent meeting minutes and presentation slides to clients who attended the corporate advisory sharing session, providing them with materials for reference and follow-up.

1. Email and Calendar Management
   Checked and responded to incoming emails to maintain effective communication. Reviewed calendar entries to ensure all meetings and tasks were aligned with the day’s schedule.

2. Client Appointment Reminders and Coordination
   Sent gentle reminders to clients who had scheduled appointments for the day. Additionally, forwarded their contact details to the Manager for further coordination.

3. Submission of Documents to AHAM Asset Management Berhad
   Proceeded to submit completed client account opening forms along with the necessary company documents to AHAM Asset Management Berhad for processing.

   Preparation of iFAST Account Opening Forms – Corporate Investor
   Completed a new case of iFAST account opening forms on behalf of a corporate investor, ensuring all required information was accurately filled.

4. Follow-Up Calls for Cafe Talk Event Invitations
   Assisted in calling clients who had not responded to previous WhatsApp invitations for the Cafe Talk Event, to personally follow up and confirm their interest.

5. Distribution of Meeting Minutes and Slides
   Sent meeting minutes and presentation slides to clients who attended the corporate advisory session, providing them with reference materials for future use.

1. Cafe Talk Event entitled "Financial Insights 2025" – Client Invitations
   Sent invitation messages to 89 clients based in Kuala Lumpur and Selangor, encouraging their participation in the upcoming Cafe Talk event.

2. Email and Calendar Management
   Checked and responded to incoming emails to ensure timely communication. Reviewed the calendar to stay aligned with the day's scheduled tasks and meetings.

3. Client Calls for Cafe Talk Event Confirmation
   Contacted 13 clients by phone to confirm their availability and interest in attending the Cafe Talk event, and updated the status of their responses accordingly.

4. Distribution of Meeting Minutes – Corporate Advisory Session
   Emailed meeting minutes to clients who attended the recent corporate advisory session to provide them with reference materials.

5. Internal Briefing – "I'm Fit Run" Event
   Attended a briefing session from 5:00 PM to 5:40 PM regarding the upcoming "I'm Fit Run" event to gain guidance on the event details and tentative program flow.

1. Email and Calendar Management
   Checked and responded to emails to maintain clear communication. Reviewed calendar entries to ensure all tasks and appointments were aligned with the day’s schedule.

2. Client Follow-Up Calls – Cafe Talk Event (Morning Session)
   Assisted in calling 30 clients before the lunch break to follow up on their confirmation regarding attendance at the upcoming Cafe Talk Event.

3. Client Invitation Calls – Cafe Talk Event (Afternoon Session)
   Continued calling an additional 70 clients after the lunch break to invite them to participate in the Cafe Talk Event and provide them with event details.

4. Distribution of Meeting Minutes – Corporate Advisory Clients
   Sent meeting minutes to clients who attended the corporate advisory session to provide them with reference materials and a summary of the discussion.

1. Email and Calendar Management
   Checked and responded to incoming emails to ensure efficient communication. Reviewed the calendar to stay updated on scheduled tasks and meetings.

2. Weekly Sales Performance Report (SPM) Update
   Updated the Weekly Sales Performance Report (SPM) with the latest sales data and submitted it to the official CC Advisory WhatsApp group for the Director’s review.

3. Client Reminder – Cafe Talk Event Registration
   Sent reminder messages to clients, encouraging them to register for the upcoming Cafe Talk Event through the provided registration form to confirm their attendance.

4. Client Calls – Cafe Talk Event Invitation
   Assisted in calling 20 additional clients who had not yet responded, to invite them to join the upcoming Cafe Talk Event and provide them with event details.

5. Processing iFAST Account Opening Forms
   Completed iFAST account opening forms and arranged for the documents to be sent to iFAST Capital via postage for further processing.

6. Preparation and Delivery of Investment Account Opening Documents
   Prepared investment account opening documents and sent them to clients in order to request their authorized signatures.

1. Email and Schedule Monitoring
   Reviewed and responded to all incoming emails to ensure prompt communication. Cross-checked the calendar to remain aligned with planned meetings and daily responsibilities.

2. Event Participation Reminders – Cafe Talk
   Sent follow-up messages to clients as a final reminder for their participation in the Cafe Talk Event scheduled for tomorrow.

3. Client Outreach – Cafe Talk Event
   Conducted follow-up calls to 42 clients listed under the decoding budget segment to extend invitations and share details about the upcoming Cafe Talk Event.

4. Follow-Up Calls – Corporate Advisory Appointments
   Made follow-up calls to 2 clients to confirm their interest and availability for the upcoming corporate advisory session.

   
   

1. Email and Calendar Monitoring
   Reviewed and responded to all incoming emails to maintain timely and effective communication. Checked calendar entries to ensure alignment with scheduled activities and appointments for the day.

2. Event Day Reminders – Cafe Talk
   Sent final reminder messages to clients to reconfirm their attendance for the Cafe Talk Event taking place today.

3. Event Setup and Wrap-Up
   Assisted in the event preparation, including arranging food, coffee, and other necessary materials. Also helped with cleaning up and restoring the venue after the event concluded.

4. Event Participation and Learning
   Actively participated in the Cafe Talk Event to gain deeper insights into investment knowledge shared by our business partners and strengthen professional exposure.

   
   

   
   

1. Event Participation – "I'm Fit Run" by Cheng & Co Group
   Served as a committee member for the "I'm Fit Run" event organized by Cheng & Co Group, held at Taman Tasik Permaisuri from 7.00 AM to 10.00 AM. Assisted with event coordination and supported the smooth running of the program.

1. Email and Calendar Monitoring
   Reviewed and responded to all incoming emails to ensure prompt and effective communication. Monitored calendar entries to stay aligned with scheduled meetings, tasks, and responsibilities.

2. Weekly Sales Performance Report (SPM) Update
   Updated the Weekly Sales Performance Report (SPM) with all relevant datas for the week to ensure accurate reporting and performance tracking.

   
   

   
   

1. TASKS AND ACTIVITIES:

   Email and Calendar Monitoring
   Checked and responded to incoming emails to maintain effective communication. Reviewed calendar entries to stay on track with daily tasks and scheduled meetings.

2. Submission of Weekly Sales Performance Report (SPM)
   Submitted the updated Weekly Sales Performance Report (SPM) to the official CC Advisory WhatsApp group for review and record purposes.

3. Compliance Training Participation – HLMT
   Participated in the compliance training session conducted by Hong Leong MSIG Takaful (HLMT) titled HLMT: Intermediaries Best Practice 2025. The training was held online via Zoom and provided guidance on ethical standards and best practices for intermediaries.

Matric Number: 288459

Email: nrshfqh16@gmail.com

Phone Number: 011-26162367

Company Name: Cheng & Co Group, HQ

Department: CC Advisory Sdn Bhd

Company Address: Lot 506, 5th Floor, Tower 2, Faber Towers, Jalan Desa Bahagia, Taman Desa, 58100 Kuala Lumpur, Federal Territory of Kuala Lumpur

Company Supervisor: Mr. Ng Chee Yong

Designation: Executive Director, CC Advisory Sdn Bhd

Phone Number: 019-4489923

Email: cheeyong.ng@ccadvisory.com.my

Designation: Lecturer, School of Economics, Finance and Banking (SEFB), Universiti Utara Malaysia

Phone Number: 012-5255879

Email: sshahril@uum.edu.my

1. Email and Calendar Management
   Checked and responded to incoming emails. Reviewed calendar for scheduled appointments and upcoming tasks to ensure preparedness for the day.

2. Client Statement Handling
   Downloaded the monthly statement and tax voucher statement from iFAST Capital website on behalf of the client. Emailed the documents to the respective client promptly and securely.

3. Portfolio Performance Reporting
   Worked on the Portfolio Performance Report for the month of July. Successfully completed and finalized reports for 10 clients.

1. Email and Calendar Management

   Checked and responded to incoming emails. Reviewed calendar for scheduled appointments and upcoming tasks to ensure preparedness for the day.

2. Portfolio Performance Reporting (PPM)

   Worked on the Portfolio Performance Report for the month of July. Successfully completed and finalized reports for 10 clients. Continued efforts to complete all remaining pending clients’ reports.

1. Portfolio Performance Reporting (PPM)
   Prepared the Portfolio Performance Reports for July, successfully finalizing reports for 10 clients. Continued working on pending reports to ensure timely completion for the remaining clients.

2. Client Request Handling
   Managed email correspondence regarding client requests for company documents, retrieving and forwarding relevant documents from the iFAST Capital website.

3. Account Opening Preparation
   Prepared the necessary documents for the Cash Management Solution account opening forms on behalf of the client. This included completing the required forms and handling postage to deliver the documents to the client’s company address.

1. Portfolio Performance Reporting (PPM)
   Completed the preparation and submission of Portfolio Performance Reports for 10 clients within a single day, ensuring accuracy and timeliness.

2. iFAST Form Postage Management
   Coordinated the mailing of iFAST forms to clients’ offices to obtain original signatures, maintaining proper documentation and tracking for delivery.

3. Client Outreach for Corporate Advisory Appointments
   Supported the corporate advisory team by conducting follow-up calls to 10 clients to arrange and confirm appointment schedules.

4. Distribution of Appointment Agendas
   Managed the dissemination of corporate advisory appointment agendas to clients via email and WhatsApp to ensure they were well-informed ahead of meetings.

5. ZOOM Meeting Coordination
   Scheduled ZOOM meeting links for confirmed corporate advisory sessions and promptly communicated the details to clients via email.

6. iFAST Account Opening Documentation
   Continued with the preparation and completion of required documentation for iFAST account opening to facilitate smooth client onboarding.

1. Email and Calendar Monitoring
   Reviewed and responded to incoming emails to ensure timely communication. Checked and managed calendar entries to stay aligned with scheduled appointments and deadlines.

2. Portfolio Performance Reporting (PPM)
   Worked on the preparation of Portfolio Performance Reports, ensuring data accuracy and timely completion in accordance with client requirements.

1. Email and Calendar Management
   Monitored and responded to incoming emails while reviewing and updating the calendar to ensure alignment with scheduled appointments and key deadlines.

2. Portfolio Performance Reporting (PPM)
   Successfully completed all outstanding Portfolio Performance Reports, ensuring accuracy, consistency, and timely delivery for all assigned clients.

3. Client Follow-Up for Corporate Advisory Appointments
   Conducted professional follow-up calls to clients to confirm attendance and finalize scheduling for upcoming corporate advisory sessions.

4. Virtual Meeting Coordination
   Scheduled ZOOM meeting links for confirmed appointments, updated the company calendar accordingly, and issued formal meeting notifications to clients via email.

1. Corporate Advisory Appointment Scheduling
   Coordinated and scheduled ZOOM meetings for corporate advisory appointments, ensuring all meeting details were accurately reflected in the internal calendar system.

2. Client Follow-Up for Appointment Confirmation
   Conducted follow-up communication with clients via phone calls to confirm their availability and secure attendance for scheduled corporate advisory sessions.

3. Email and Calendar Management
   Monitored and responded to incoming emails while managing and updating the team calendar to maintain alignment with appointments and deadlines.

4. Sales Performance Monitoring (SPM) Report Update
   Updated the Sales Performance Monitoring Report to reflect the most recent client interactions and sales activities, supporting internal performance tracking and reporting.

5. Portfolio Rebalancing for IPM and EPF Accounts
   Executed portfolio rebalancing for clients' IPM and EPF accounts by adjusting asset allocations to 70% equity and 30% bonds. Initiated transactions on behalf of clients and conducted follow-up phone calls to inform and request their approval.

1. Email and Company Calendar Management
   Reviewed and responded to incoming emails to ensure prompt communication. Checked and updated the company calendar to maintain alignment with scheduled meetings, appointments, and internal deadlines.

2. IPM (Cash) and EPF Portfolio Rebalancing Report
   Continued working on the rebalancing report for IPM (Cash) and EPF clients' accounts, focusing on adjusting investment allocations to 70% equity and 30% bonds. Verified portfolio data, prepared the necessary documentation, and ensured transaction instructions were accurately recorded for client approval and execution.

3. Sales Performance Monitoring (SPM) Report Update
   Updated the Sales Performance Monitoring Report with the latest data on client engagements, appointment statuses, and sales-related activities to support internal tracking and performance review.

4. Appointment Reminders to Clients
   Sent gentle reminders to clients with scheduled appointments for the day through email and WhatsApp, ensuring they were well-informed and prepared for their sessions.

5. Participation in Corporate Wellness Event
   Attended the "Oral Care and Dental Check-Up" wellness event organized by Cheng & Co Group, as part of staff development and health awareness initiatives.

1. Retrieval and Distribution of Client Statements
   Downloaded monthly statements and income distribution statements on behalf of the client, covering the period from July 2024 to June 2025. Consolidated and sent all relevant documents to the client via email for their records.

2. Sales Performance Monitoring (SPM) Report Update and Submission
   Updated the Sales Performance Monitoring Report with current client engagement activities and submitted it to the CC Advisory official group for the Director’s review and internal reporting purposes.

3. Client Outreach for Corporate Advisory Appointments
   Assisted in conducting daily outreach to propose corporate advisory sessions to 10 clients, promoting engagement and scheduling future appointments.

4. Distribution of Appointment Agendas
   Handled the dissemination of corporate advisory appointment agendas to clients through both email and WhatsApp, ensuring they were informed and well-prepared for their sessions.

5. ZOOM Scheduling and Client Notification
   Scheduled ZOOM links for confirmed appointments and promptly notified clients via email, including all relevant meeting details.

1. AHAM Account Opening Documentation
   Handled the completion of AHAM Account Opening Forms for both corporate and individual investors. Coordinated with the manager to obtain the necessary signatures and followed up on pending information required to finalize the documents.

2. Client Outreach for Corporate Advisory Appointments
   Assisted in conducting follow-up calls to propose corporate advisory sessions to 10 clients per day, aiming to schedule appointments and enhance client engagement.

3. Distribution of Appointment Agendas
   Managed the delivery of corporate advisory session agendas to clients via email and WhatsApp, ensuring they received all relevant information in advance of their appointments.

4. Sales Performance Monitoring (SPM) Report Update
   Updated the Sales Performance Monitoring Report with the latest data on client interactions and appointment status for internal tracking and review.

5. Documentation for New AHAM Cases
   Carried out the completion of documentation for newly assigned AHAM investment cases, ensuring accuracy and completeness in accordance with procedural requirements.

6. Portfolio Performance Report (PPM) Data Compilation
   Assisted in extracting return figures from Portfolio Performance Monitoring (PPM) reports and compiling the data into a finalized Excel sheet for internal reporting purposes.

1. Email and Calendar Management
   Monitored and responded to incoming emails while reviewing and updating the company calendar to ensure alignment with scheduled activities and internal timelines.

2. Client Coordination for Appointment Rescheduling
   Contacted clients to assist with rescheduling corporate advisory appointments for the upcoming two weeks in light of the manager’s scheduled leave. Ensured all revised appointments were coordinated efficiently based on mutual availability.

3. Client Engagement – Event Invitation Distribution
   Executed a WhatsApp broadcast to disseminate invitations for the upcoming “Coffee Talk” event to all clients, supporting outreach efforts and encouraging participation.

4. Portfolio Performance Reporting (PPM) – Data Compilation
   Continued compiling return data from Portfolio Performance Monitoring (PPM) reports into a consolidated and finalized Excel file for internal analysis and reporting purposes.

5. Virtual Meeting Coordination
   Scheduled ZOOM meeting links for newly confirmed corporate advisory appointments and communicated the details to clients via email in a timely and professional manner.

1. Email and Calendar Management
   Reviewed and responded to incoming emails while monitoring the company calendar to ensure all scheduled activities and meetings were up to date.

2. Virtual Meeting Coordination
   Scheduled ZOOM links for upcoming corporate advisory appointments and notified clients via email with complete meeting details in a timely manner.

3. Event Invitation Distribution
   Assisted in broadcasting invitations for the upcoming Coffee Talk event, featuring speakers from Cross Light Capital and Halogen Capital, to clients via WhatsApp to encourage participation and engagement.

4. Document Handling and Archiving
   Scanned all relevant client documents and uploaded them to the company’s server for proper safekeeping and future reference, ensuring compliance with internal documentation standards.

1. Professional Email and Calendar Monitoring
   Proactively reviewed and managed incoming emails and maintained the accuracy of the shared company calendar to support effective scheduling and internal coordination.

2. Client Liaison for Event Confirmation
   Engaged directly with clients via phone to confirm attendance for the upcoming Coffee Talk event, contributing to a smooth planning process and ensuring alignment between client participation and event logistics.

3. Document Management and Secure Filing
   Handled the scanning and digital archiving of all iFAST and AHAM-related forms, ensuring proper storage on the company server. Prepared the physical documents for courier dispatch in accordance with internal documentation protocols.

4. Courier and Postage Coordination
   Oversaw the packaging and delivery process for time-sensitive iFAST and AHAM documents, ensuring compliance with delivery requirements and company standards.

5. Support for Internship Supervision Visit
   Assisted in coordinating the official visit of the internship supervisor, facilitating professional engagement between the visiting supervisor and employer, and ensuring the visit proceeded efficiently and without disruption.

1. Email and Calendar Monitoring
   Reviewed incoming emails and cross-checked the company calendar to ensure all appointments, events, and deadlines were up to date and accurately tracked.

2. Client Calling for Event Confirmation
   Contacted 11 clients to confirm their attendance for the upcoming Coffee Talk event, ensuring timely updates to the guest list and smooth coordination with the event team.

3. Sales Performance Report (SPM) Update and Submission
   Updated the latest Sales Performance Report (SPM) and submitted it to the CEO via the official company WhatsApp group in accordance with internal reporting procedures.

4. Client Document Compilation and Filing
   Compiled clients’ documents and uploaded them securely into the company server to ensure proper documentation, accessibility, and safekeeping in line with internal data management practices.

TASK AND ACTIVITIES:

1. Email and Calendar Oversight
   Monitored company email communications and reviewed the shared calendar to ensure all meetings, deadlines, and internal activities were accurately updated and aligned with daily priorities.

2. Client Outreach for Event Confirmation
   Carried out phone calls to a total of 40 clients—20 in the morning session and 20 in the afternoon—to confirm attendance for the scheduled Coffee Talk event, contributing to effective planning and client engagement.

3. Corporate Advisory Appointment Adjustments
   Assisted in rescheduling corporate advisory appointments due to the manager's unavailability. Coordinated directly with clients to arrange new times and prepared updated Zoom meeting links, ensuring all parties received the revised details promptly and clearly.

1. Email and Calendar Management
   Monitored and responded to incoming emails while reviewing and updating the company calendar to ensure alignment with scheduled activities, meetings, and internal deadlines.

2. Client Coordination for Appointment Rescheduling
   Reached out to clients to assist with rescheduling corporate advisory appointments over the upcoming two weeks due to the manager’s scheduled leave. Ensured revised appointments were arranged efficiently and aligned with both client availability and internal schedules.

3. Virtual Meeting Coordination
   Scheduled ZOOM meeting links for newly confirmed corporate advisory sessions and promptly shared the meeting details with clients via email in a clear and professional manner.

1. Email and Calendar Management
   Monitored and responded to incoming emails while reviewing and updating the company calendar to ensure alignment with scheduled activities, meetings, and internal deadlines.

2. Client Coordination for Appointment Rescheduling
   Reached out to clients to assist with rescheduling corporate advisory appointments over the upcoming two weeks due to the manager’s scheduled leave. Ensured revised appointments were arranged efficiently and aligned with both client availability and internal schedules.

3. Virtual Meeting Coordination
   Scheduled ZOOM meeting links for newly confirmed corporate advisory sessions and promptly shared the meeting details with clients via email in a clear and professional manner.

1. Email and Calendar Management

   Monitored and responded to incoming emails in a timely and professional manner while ensuring the company calendar was consistently updated to reflect meetings, activities, and internal deadlines.

2. Client Coordination for Appointment Rescheduling

   Contacted clients to assist in rescheduling corporate advisory appointments due to the manager’s upcoming leave, ensuring new appointments were efficiently arranged based on both client and internal availability.

3. Virtual Meeting Coordination

   Scheduled Zoom meeting links for confirmed advisory sessions and communicated the details clearly to clients via email to ensure seamless virtual engagements.

4. Final Task Update and Internship Wrap-Up

   Presented a final update on all assigned tasks to the manager, reviewed current progress, and prepared documentation for any pending tasks to ensure a smooth transition at the end of the internship.