Logo In Corner                                    Name of Company

                                                                  Address of Company

                                                                    Company Slogan

DATE HERE

GREETING HERE:

1st Paragraph - Introductory statement about your company

    This statement should say something interesting enough to cause the prospective client to continue reading further.

2nd Paragraph - Explain your plan of Action

    Tell your prospective client how you plan to help him make money and describe your expectations - include some examples of companies you might invest in and tell him why you like those companies.

3rd Paragraph - Introduce your account team

     Provide team member names and positions, education, experience, etc. (yes, you will make up this part to sound more professional for this project.)

4th Paragraph - Provide a cost analysis

    As reasonably as possible, try to explain the costs involved for the use of your financial service.  Remember, these rates should be researched and therefore competetive.

5th Paragraph - Closing Statement

    A concise farewell and thank you is appropriate

Sincerely,

President's Signature

President's Name