Sample Letter to Your Client

Choose a standard opening or create your own personal message.

Dear Valued Client:

I have attached links to the statutory/summary prospectuses of the mutually agreed upon fund(s) discussed/purchased on your behalf. These Prospectuses should be saved to your computer for viewing and future reference. If you choose to print a Prospectus, please note: they can be anywhere from 2 – 200 pages long.

Enter your clients personal information relative only to them.


Name:  John Doe
JohnDoe@email.com – xxxx-4567
Date:  mm/dd/yyyy

 

Choose from over 17,000 funds in which to supply to your clients with their own electronically delivered prospectuses:
Prospectus
Symbol
Fund Prospectus
Link
IGNCX IVY GLOBAL NATURAL RESOURCES CLASS C Prospectus
CVSCX CALAMOS MARKET NEUTRAL INCOME FUND CLASS C Prospectus
PCRCX PIMCO COMMODITY REAL RETURN STRATEGY FUND C Prospectus
ORNCX OPPENHEIMER ROCHESTER MUNI NATIONAL FD CLASS C Prospectus
DUICX DELAWARE TAX FREE USA INTERM FD CL C Prospectus
FRFTX FRANKLIN FEDERAL TAX FREE CLASS C Prospectus
ECEMX EATON VANCE STRUCTURED EMERGING MARKETS FUND CLASS C Prospectus
JIECX JP MORGAN INTERNATIONAL EQUITY FUND CLASS C Prospectus
Choose a standard closing or create your own personal message.

As always, please call with any questions.

Your contact information already entered on your behalf for your clients Ease at contacting you, should the need arise.

Name, Credentials
Company
Address
City, State  Zip
Phone Number
Fax Number

Your personal Broker/Dealer disclosure statement. Securities offered through (your broker/dealer). Member FINRA/SIPC. Investment Advice offered through (your company a registered investment advisor and separate entity from (your broker/dealer).