1 · The email thread
Your instructor sends this thread to your KAMCO inbox at the start of Day 1. If it does not arrive, open the .eml file below, or read it here and paste it into Copilot Chat.
Subject: RE: FW: Al-Murjan FO - Q3 review pack
Attachment: amfo-q3-custody-export.xlsx
From: Faisal Al-Mutairi (Managing Director, Wealth Management)
Sent: Sun 11 Oct 2026, 08:12
To: You
Hi,
Small change - see Khalid's note below. The client has moved the meeting to Wednesday 14 Oct at 11:00, so I need the pack from you by Tuesday 13 Oct, 3:00 pm, not Wednesday.
Use the custody export attached (30 Sep). Do not use the June factsheet - those numbers are out of date.
Please keep it to a 5-slide deck for the client and a one-page memo for me. Copy Noura in Compliance before anything goes to the client.
Thanks,
Faisal
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From: Khalid Al-Murjan (CFO, Al-Murjan Family Office)
Sent: Sat 10 Oct 2026, 19:40
To: Faisal Al-Mutairi
Dear Faisal,
Apologies - I need to move our review to Wednesday 14 Oct, 11:00, same place.
The family is asking two things in particular: how much of the portfolio now sits with Al-Noor Bank after its strong quarter, and whether we are still inside the mandate on equities.
Also, could you send last quarter's report for the Al-Rumaithiya family account, so we can see your reporting format?
Best regards,
Khalid
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From: Faisal Al-Mutairi (Managing Director, Wealth Management)
Sent: Thu 8 Oct 2026, 10:05
To: You
Hi,
Please prepare the Q3 review pack for Al-Murjan Family Office for the client meeting on Thursday 15 Oct. I need:
1) Portfolio value at 30 Sep and the Q3 change (KWD and %)
2) Allocation against the mandate - flag anything outside the range
3) Single-issuer check against the 10% limit
4) Top 3 and bottom 3 contributors for the quarter
Send me the pack by Wednesday 14 Oct.
Faisal