You work for a financial planning organisation that manages thousands of clients’ portfolios and accounts. Recently there have been several changes in the industry that affect clients who have share portfolios. For some clients, the changes will have a negative effect on their investments while other clients will be receiving good news.
You have been asked to write a letter to all the relevant clients asking them to attend an information session regarding the changes that will affect their share portfolio performance.
When writing a business letter the first thing to determine is its purpose – ie what it is intended to achieve. in a short sentence, explain the the purpose of this letter. (For example, will it be used to provide
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With a bi-annual sales report there are usually 3 ways that you can present the information. First one is to present it in a pie graph where it is divided into different sections that have spent the most money. Second is to present it in a bar graph representing again how much each department has spent but in this graph it is simple enough to follow the graph rather than a pie one. Third option is to display in an excel format would can clearly outline each department, expenditure and annual sales etc.
How you can develop an overview of the structure and content of the document.
You can usually get an overall concept of a document if it has an appendix describing what the information is, if the document doesn't have an appendix
A bank loan for $65,000 was taken out. The amount was kept in cash over the end of the month.
As the portfolio management process aims to preserve existing functional departments and minimize impact on the flow of existing operations, we recommend a transition to a
given to the internal stakeholders updated to reflect any changes and suggestions given by the
In order for any organization to be successful, they must be able to establish a purpose. Each and every organization must carry out this mission through its business operations and executed through all stakeholders actions. According to Radtke (1998), “A good mission statement should accurately explain why an organization exists and what it hopes to achieve in the future. It articulates the organization’s essential nature, its
Signature also authenticates the text and voluntary act. Recognition of customary international law is generally determined through two factors: the general practice of states and what states have accepted as law.
Correct The business letter form your text explains can impart directness yet seem intimate is the
She thought, “It’s obvious that the question of interest is the financial impact incurred relative to the benchmark of a well-managed portfolio. It was pretty clear that Martin’s portfolio had experienced significant losses. As to the data, the year-end statements are all that we need. The comparison will be easy”.
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To help the readers understand the report I would use pie charts for each period with the different sales segments in corresponding colours.
When we synthesize, we are trying to put together material from two or more sources to help us to develop new outlook or to emphasize a new context to help us to determine what we are trying to say. Our mission as a writer is to gather as much information as we can on our topic then gather all the information that is going to help us to support what we are writing about (The Norton Field Guide to Writing). “When you synthesize, you group similar bits of information together, looking for patterns or themes or trends and trying to identify the key points” (457) Enclosed are some guidelines for doing so: (The Norton Field Guide to Writing) Read all the sources with an open mind. Take notes and write a brief summary. Pay attention to your first
In Module/Week 3, you will write a 750-word (about 3–4-pages) essay that compares and contrasts 2 stories from the Fiction Unit. Before you begin writing the essay, carefully read the guidelines for developing your paper topic that are given below. Review the Fiction Essay Grading Rubric to see how your submission will be graded. Gather all of your information, plan the direction of your essay, and organize your ideas by developing a 1-page thesis statement and outline for your essay. Format the thesis statement and the outline in a single Word document using current MLA, APA, or Turabian style (whichever corresponds to your degree program). You have the opportunity to submit your thesis and outline by 11:59
1. Write a composition using one of the topics listed below. Your composition should be three to five paragraphs long. It should contain an introduction, a body, and a conclusion.
The purpose is to investigate an area of interest which relates to my major, finance. This topic also relates to my role in my CPO as I was working as an Financial assistant. Based on what I have observed in my CPO and what I have learnt in the university, I realized that the chaotic wealth management product (WMP) market has caused the shadow finance issue in China to deteriorate further.
Writing courses are classes that are there to help students become familiar with formal, written English as well as come into their own as writers. The curriculum should focus on grammar, punctuation, usage, mechanics, writing style, organization and clarity and non-traditional compositions. These courses should be hands on, letting students learn from experience; there is only so much you can learn by reviewing someone else’s work. Yet, I have been in many writing courses where we hardly wrote. This caused the students’ writing skills to become rusty; we as students lost interest and no longer participated because of it. Having a writing course turned into a writing seminar is not only false advertising, but it caters more to the teacher’s comfort zone and need to be in control of what the students read and write. This leaves students trying to gratify their teachers to get a good grade, rather than improving their skills. In A guide to Composition Pedagogies by Gary Tate, Amy Rupiper and Kurt Schick, there is a section on the education behind the writing curriculum that states:
[Summary for the review Bringing the message through an e-mail can also be tired with a sympathetic and empowering wording. In Figure 3, the decision maker is a financial advisor in an investment bank. He receives a dedicated electronic letter with regards to one of the clients he is in charge of. Indeed, the sender, the Audit Committee of the bank, announces that is acting “on behalf of” the client.