Activity and Financial Report – Process

Work on our Annual Financial and Activity Report over the previous year is started in February each year with a target release date in May. The Report consists of the following main components:

• XXX

The Report is published on our blog. Individual reports are numbered with the prefix AR and the most recent version is saved in our cloud storage under Punctum Admin > Reports > Financial and Activity Reports . 

Document Control

Document ID	SRM-003
Document Owner	Vincent
Version	1.0
Last Date of Change	October 1, 2025
Next Review Due Date
Version & Change Tracking