Month
Duration Date
December
January
February
Minutes
Items Sharing
Information
Motivation
Participants Education
Remarks
Others
3# 12
95 75
0 0
35 30
30 30
0 0
30 15
134 148
17#
95
0
25
15
45
10
132
Templeton Fund Manager
2
75
0
35
30
0
10
128
AIU
7
90
0
55
25
0
10
135
Group Dept.
14 21
90 85
0 0
65 20
15 25
0 25
10 10
139 130
MPF Cancer Association
28*#
90
15
10
15
45
10
146
ABN Fund Manager
4*# 25#
95 110
20 20
40 50
25 30
0 0
10 10
130 110
Advisor Sharing
* Late to open #Late to close ## Dec 24: Celebration Party, Feb 13: Lunar New Year Party ** No record: Dec 31, Feb 18
Month
Duration Date
March
April May
Minutes
Items Sharing
Information
Motivation
Participants Education
Remarks/ Subject
Others
10# 17#
105 95
55 0
20 25
20 20
0 40
10 10
136 132
Guest Speaker: Michael Wong
25 31#
70 95
0 30
20 40
0 15
40 0
10 10
88@ 118
Activity: Cliff Advisor Sharing
7
80
0
40
30
0
10
110
14#
145
30
25
20
60
10
118
Fund Manager
21
75
20
35
10
0
10
113
Advisor Sharing
1 5#
85 100
0 10
30 35
15 15
30 30
10 10
107 92
Activity: Fire Security Association
19#
120
20
30
15
45
10
112
Fund Manager
26
80
30
25
15
0
10
104
Advisor Sharing
Total Average
* Late to open #Late to close ** No record: March 3, April 28, May 13 @: Crash with Summit Club
Fund Manager