Investment Management Company Letterheads

What is an investment management company letterhead?

Investment management letterheads are the official papers or notepads, that are used by an investment management company to handle the various correspondences and documentation during its business. The documents released on letterhead is considered valid and authentic if it is duly signed and stamped by an authorized person.

The main function of an investment management company is to handle the investments of its clients. Each client has its own demand in terms of risk, duration, and return. For the management of all these variables as well as communicating with the clients and the relevant shareholders, it is important to use the letterheads to bring uniformity in the documentation.

Reasons to develop a professional letterhead?

There are many reasons why an investment management company develops a professionally designed template to be used for making the letterheads. These include:

  • A document on the letterhead can show its association with its releasing organization.
  • The letterheads can bring similarity and consistency to the documentation process.
  • The company may have to communicate with the clients regarding different issues about their existing and potential investments. The gist of the options available to a client in consideration of his specific demands can be provided on letterhead so that the client can choose the best and feasible option for himself.
  • The company may need to correspond with the other pertinent shareholders, including the government organizations.
  • Internal communication, such as the issuance of warning letters, notifications, hiring letters, termination letters, etc., can be carried out by using letterheads.
  • The validity and efficacy of a document can be increased by releasing it on official letterhead.
  • A letterhead document, duly signed and stamped, can be used as a legal or administrative reference.
  • The probability of the generation of fake documents becomes minimal when a company uses a letterhead, official signature, and stamp.
  • If the company’s digital signature and stamp are available, the letterhead can be used in a soft format as well.

As the usage of the letterheads is considerable, they should be designed and developed carefully as well.

  • It should be professional and formal.
  • The images and colors should make the letterhead pleasing to the eye, yet they should be formal and should be aligned with the brand image and business type of the company.
  • The details of the company need to be accurate and latest. For instance, if a company’s office gets relocated, the old letterhead with the old address should not be used.

What information to include?

The company would choose the information to be displayed on the face of the letterhead. Usually, only the precise profile is presented, which includes the following details:

  • Space to put the date of the document.
  • Name of the investment management company.
  • Logo and slogan.
  • Contact information of the company, including postal and email address, phone and/or fax number, etc.
  • Space for the main content of the document.
  • Footnote, if any.
  • Positioned space for the official signature and stamp.
  • Any background or related images.

MS Word Templates

#1

Investment management company letterhead template
Dimension: 8.5″ x 11″
Size: 2MB
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#2

Investment management company letterhead template
Dimension: 8.5″ x 11″
Size: 2MB
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#3

Investment management company letterhead template
Dimension: 8.5″ x 11″
Size: 2MB
Download


#4

Investment management company letterhead template
Dimension: 8.5″ x 11″
Size: 2MB
Download


#5

Investment management company letterhead template
Dimension: 8.5″ x 11″
Size: 2MB
Download