Invitation letter/email for people do complete a attitude to risk questionnaire
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Inside Sales and Business Development Expert with Customer Service, Research, Sales and Telemarketing roots.
Manila
IT Consultant |Virtual Assistant| graphics| | Website design | social media management .
Nairobi
34961741198610599151301887167102520989662156007
Description
Experience Level: Intermediate
Estimated project duration: 1 day or less
Clients hold investments with myself. They need to complete an attitude to risk questionnaire for me to find out if their attitude to risk has changed. This is done by a generated link in software I use, this will be the first time they are invited to do it via post or email.
The current message is below. I feel very formal and generic. Hoping it can be improved - this project will ideally be suited to a person who understands finance and British
Dear Client,
Please complete the following questionnaires, which you can launch by following the links below. Alternatively, copy and paste each link into your browser. After submitting your answers to each questionnaire you will be provided with a confirmation screen showing your results.
Your responses will help in our discussions to determine the level of investment risk and capacity for loss you are comfortable with.If you do have any questions then please feel free to contact me.
Attitude To Risk
http://engageadviser.defaqto.com/Pages/in.aspx?at=1&g=46772982-498c-43c6-b541-d5dda676e53b&qType=1
Investor Experience
http://engageadviser.defaqto.com/PagLogin.ax?at=1&g=46772982-498c-43c6-b541-d5dda676e53b&qType=5
Capacity For Loss
http://engageadviser.defaqto.com/Pages/Login.px?at=1&g=46772982-498c-43c6-b541-d5dda676e53b&qpe=6
Enhanced Suitability
http://engageadviser.defaqto.com/Pages/Login.px?at=1&g=46772982-498c-43c6-b541-d5dda676e5&qType=7
Regards,
James Brewster
The current message is below. I feel very formal and generic. Hoping it can be improved - this project will ideally be suited to a person who understands finance and British
Dear Client,
Please complete the following questionnaires, which you can launch by following the links below. Alternatively, copy and paste each link into your browser. After submitting your answers to each questionnaire you will be provided with a confirmation screen showing your results.
Your responses will help in our discussions to determine the level of investment risk and capacity for loss you are comfortable with.If you do have any questions then please feel free to contact me.
Attitude To Risk
http://engageadviser.defaqto.com/Pages/in.aspx?at=1&g=46772982-498c-43c6-b541-d5dda676e53b&qType=1
Investor Experience
http://engageadviser.defaqto.com/PagLogin.ax?at=1&g=46772982-498c-43c6-b541-d5dda676e53b&qType=5
Capacity For Loss
http://engageadviser.defaqto.com/Pages/Login.px?at=1&g=46772982-498c-43c6-b541-d5dda676e53b&qpe=6
Enhanced Suitability
http://engageadviser.defaqto.com/Pages/Login.px?at=1&g=46772982-498c-43c6-b541-d5dda676e5&qType=7
Regards,
James Brewster
James B.
100% (1)Projects Completed
4
Freelancers worked with
3
Projects awarded
17%
Last project
5 Jan 2022
United Kingdom
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