GUIDELINES

  1. Write this cover letter to explain that you are replying to the client's request and to acknowledge the material that you are sending. The material can be anything, but is usually a brochure or a pamphlet. You may also opt to give answers to particular questions that aren't stated in the material.
  2. Express your appreciation for the reader's inquiry and mention what you have sent.
  3. Provide a summary of the literature that you sent, also, point out particular sections of the materials, if possible.
  4. Answer any specific questions that are asked that are not mentioned in the material you sent.
  5. Suggest further help or tell the reader how he or she can talk to a sales representative.

SAMPLE LETTER

[Senders Name]
[Address line]
[State, ZIP Code]

[Letter Date]

[Recipients Name]
[Address line]
[State, ZIP Code]

[Subject: Normally bold, summarizes the intention of the letter] -Optional-


Dear [Recipients Name],

It was good talking to you this afternoon. I would like to give you this booklet which I think could greatly help you in understanding the world of investments. It is possible to get lost in the web of financial concepts, but with this booklet, things are only defined and well illustrated to help fill your knowledge. You would also be very interested to know more about the techniques in stock exchange trading. Let me see what you think about this next week when we meet.

Sincerely,

[Senders Name]
[Senders Title] -Optional-

[Enclosures: number] - Optional -
cc: [Name of copy recipient] - Optional -