Client Letter
6 March, 2013
Dear
As personal circumstances and market conditions change over time, it is generally prudent to review your financial situation at least annually and make any necessary adjustments.
In month, 20XX we prepared a financial plan for you and arranged the placement of investments and established insurance cover on your behalf. As it is has been XX months since that time, we are writing to offer you a review. This will involve a full review of your overall financial and personal situation.
Please contact Rodney Walker on 03 9416-3333. will call you shortly to arrange a suitable time for an appointment.
Attached is a checklist for you to complete before our meeting. This will be of enormous assistance to the review process. Please return the completed checklist using the enclosed reply paid envelope/Please bring the completed checklist to your appointment.
Should you elect not to take up this offer of review at this time, please contact our office. If we do not hear from you within 30 days we will assume you have declined our offer for a review at this time. Should you at any time, wish to partake in a review, please feel free to contact us.
We look forward to assisting you in the maintenance of your financial plan and continuing to be of service in the future.
Yours sincerely
Rodney Walker
Authorised Representative of
Charter Financial Planning
Review checklist
|Client name: |__________________________ |Partner name: |_________________________ |
|Date: |__________________________ |Preferred contact |_________________________ |
| | |number: | |
| |No Change |Has/ Will |Do you consider | |No Change |Has/
Dear
As personal circumstances and market conditions change over time, it is generally prudent to review your financial situation at least annually and make any necessary adjustments.
In month, 20XX we prepared a financial plan for you and arranged the placement of investments and established insurance cover on your behalf. As it is has been XX months since that time, we are writing to offer you a review. This will involve a full review of your overall financial and personal situation.
Please contact Rodney Walker on 03 9416-3333. will call you shortly to arrange a suitable time for an appointment.
Attached is a checklist for you to complete before our meeting. This will be of enormous assistance to the review process. Please return the completed checklist using the enclosed reply paid envelope/Please bring the completed checklist to your appointment.
Should you elect not to take up this offer of review at this time, please contact our office. If we do not hear from you within 30 days we will assume you have declined our offer for a review at this time. Should you at any time, wish to partake in a review, please feel free to contact us.
We look forward to assisting you in the maintenance of your financial plan and continuing to be of service in the future.
Yours sincerely
Rodney Walker
Authorised Representative of
Charter Financial Planning
Review checklist
|Client name: |__________________________ |Partner name: |_________________________ |
|Date: |__________________________ |Preferred contact |_________________________ |
| | |number: | |
| |No Change |Has/ Will |Do you consider | |No Change |Has/