Cocktail Party invitation to our potential valued clients – Prepared 11.12.2012By L. Matete
Index • What we will be doing for you • The elements and services incorporated in your financial plan • The 6 Step Process in finding out who you are • Bothwell & Associates Service Level Agreement & Value Proposition..... Why choose us? • Introduction to Bothwell and Associates
What we will be doing for you...... We will take a look at exactly where you are on life’s journey and will then walk with you through step by step all aspects that you will need financial assistance and guidance with. We will be there for all the exciting times such as the saving for your first vehicle or family home.... And if life throws you a curve ball we will help you with these things too.... We are comprehensive financial solutions with world class service and care!!
The 6 Step process we follow.... • STEP 6 Our 6 step process
The elements and services of the financial plan we do for you includes... SOLUTIONS • INVESTMENT/ SAVINGS PLANNING • RETIREMENT PLANNING • RISK & ESTATE PLANNING • LIFE STAGES • WEALTH • CREATION • PROTECTION OF WEALTH Short Term Medium Term Long Term • GOALS
Introduction to the team • BOTHWELL & ASSOCIATES WELCOMES YOU • As a result of the nature of the work to be undertaken for you, it will be dealt with by either one of my two capable assistants. Depending on the nature of your call/email please speak/address it to the following: • Drafting/amendments of documents, payment or debit queries, portfolio statements and all other general administration: Secretary – Lebo Matete email@example.com or Sheri Bothwell firstname.lastname@example.org • Questions of a legal nature or any advice required, complaints / compliments regarding any member of staff you have dealt with at our practice: Financial Planner – Erin Bothwell or Johan Smith (Practice Manager) • Your file reference number will be your ID number - quoting this as reference will greatly assist us when you call. • We trust it will be a beneficial and fruitful relationship and look forward to meeting with you again.
Service Level Agreement & Value Proposition Dear Client, I would be honoured to have you as a client and have you choose my team and I as your preferred provider and portfolio manager. I honestly feel that the services and advice we render is based on first class business principles and practices. As part of my contract with you as a potential valued client I am pleased to put forward my value proposition & service level agreement. Should you decided to utilize my services we would be delighted to provide you with the following – • Handling of all administration in dealing with the transfer of capital into your portfolio • Portfolio implementation as agreed upon • Quarterly statements & market review • Quarterly financial newsletter • An annual portfolio review – which you will be asked to sign off on • We try our best to provide you with a same day turn-around time on all your requests I hope this broad outline and set of expectations meets your approval. I’ll look forward to a good relationship with you in the future. Kind regards, Erin Richard Bothwell Executive Financial Advisor
Thank you. Kindest regards,Lebo MateteExecutive Assistant to Erin Richard BothwellTel: (011) 288 7011/12Email: email@example.comWeb: www.oldmutualcoda.co.za/erin