Illustrative Engagement Letter
Sample Letter :
A sample PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
Published on April 03, 2012
Illustrative Engagement Letter - Short Version
Sample Letter :
A short-form version sample PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
Published on April 03, 2012
Illustrative Engagement Letter Long Form
Sample Letter :
A detailed PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
Published on April 03, 2012
Illustrative Engagement Letter for Corporate Executives
Sample Letter :
A sample PFP engagement letter you can use with corporate executives. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
Published on April 03, 2012
Illustrations of Engagement Letter Explanations of Historical and Prospective Financial Information
Article :
Because personal financial plans can include a variety of historical or prospective financial information, the illustrative engagement letters do not describe such information. Read more about illustrative engagement letter descriptions of certain historical and prospective financial information.
Published on August 22, 2011
Illustrative Engagement Letter for an Investment Advisory Agreement
Sample Letter :
The following agreement is for investment advisers who manage money on a discretionary basis. However, the agreement can readily be tailored to other forms of advisory relationships whereby the adviser plays some role in managing the investments and portfolio of his or her client.
Published on September 23, 2010
Illustrative Letter for a Limited Service Engagement
Sample Letter :
A sample PFP engagement letter you can use when providing only a limited service engagement. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
Published on September 20, 2010
Illustrative Transmittal Letter
Sample Letter :
Once you have completed your financial plan, it is important to clearly communicate your recommendations to the client to avoid confusion or mistakes. Use this illustrative transmittal letter to help you get organized.
Published on September 20, 2010