Masterstrokeonline

Customise this Template (Client Meeting Summary)

Header
Body
Footer

Logo

Yes No

Date:

Client’s Name:

Client’s Address: (optional)

Client’s Contact No: (optional)

Subject:

Save Back

Mail Body :

Save Back

Sender’s Name:

Company Details

Yes No

Company Name:

AMFI Registered?

Yes No

Address Line1:

Address Line2:

Mobile No.:

Email Id:

Back

Subject: Summary of our meeting

Hi,

I hope you are doing well.

It was nice to meet you.

Please see below the summary of our meeting.

- To maintain the current asset allocation 

- To exit from small cap fund and switch to flexicap fund

- Increase SIP of Rs.25,000/-

- Verify that nomination is added in all the folios

- Provide a quote for term insurance

I hope the above is in order. If I have missed out on anything, please do let me know.

Thank You

AMFI-Registered Mutual Fund Distributor

Back

Client Letter Templates

Customise this Template (Client Meeting Summary)