New Page 1

BrokersACT Letter Templates If you need letter templates, BrokersACT come packed with many proven letters - many of which have been approved by various firm compliance departments (You are advised to have any letter you sent cleared through your proper compliance department before mailing to the public). Every letter included in BrokersACT has been developed by Active Brokers who use them on a regular basis.

Also included are series letters. Series Letters are letters that are to be used in a particular order for a particular purpose. We even through in a series of letters designed to schedule 6 month reviews. Additionally we have included Investment Plan Cover letter and tab divider pages to aid in your presentations creating a personal touch!

All letter templates are created in both MSWord and ACT Word Processor format.

BA Templates - Templates that have been written by Financial Advisors

Standard Templates - Blank letter templates that use the BrokersACT database fields

6 Month Review Letters - A Letter Series to get clients to review their strategies

Investment Plan Templates - Personalize your cover letter with what is important to the client about money, your basic path and mission statement.

Envelopes - various envelope sizes and uses

Special Templates - Templates submitted by users of BrokersACT