An investment certificate is an investment result offered by an investment corporation or brokerage firm outlined to offer a competing field to yield to an investor with the enumerated safety of their principal. A certificate allows the investor to produce investment and to earn a wagered interest rate for a decided amount of time. The product rules and specifics can differ depending on the company failing or deceiving the certificates.
11+ Investment Certificate Templates in PDF | DOC
1. Real Estate Investment Certificate Template
2. Certificate from Chartered Accountant about investment
3. Investing Through Investment Certificates
4. Certificate for Capital Investment
5. Certificate in Wealth and Investment Management
6. Source of Investment Certificate
7. Capital Investment Certificate for Industries
8. Application for Guaranteed Investment Certificate
9. Foreign Investment Certificate
10. Renewal of Firm’s Investment Business Certificate
11. Cashable Guaranteed Investment Certificates
12. Co-investment Certificate
What is an Investment Policy Statement?
An investment policy statement is provided by financial advisors or investment advisors to guide their clients to make sound financial decisions. This would lead them to make successful investments and avoid making mistakes regarding matters related to it. The advisor keeps in mind the specific goals of the client while formulating such important policies for achieving those conveniently.
How to Form an Investment Policy Statement?
Write an Executive Summary
An executive summary is nothing but a condensed version of a document that sheds light on all the important aspects provided elaborately in the pages that follow. You must write this segment precisely and accurately more so because a lot of decision-makers in the higher position do not have time to go through all the pages. An executive summary can range from 1-10 pages usually.
State the Purpose
State the purpose of your investment policies. Also, make sure to provide the rationale behind the decisions that led to the formation of the given strategy. A purpose gives a specific direction to any kind of task, based on which all the plans of action are created.
Form the Objectives and Schemes
Provide the objectives of the client and show how it aligns with yours in this segment. The schemes must be formulated keeping in mind the specific objectives as mentioned by the client. To reach these goals in a way that ensures maximum profit is what you and your organization must aim for.
Mention the Terms and Conditions
This segment is an imperative part of any official agreement. You must state the terms and conditions accurately and precisely maintaining a formal tone. Both parties must abide by these aspects as they are legally binding. If a party is seen to abuse any of these clauses, legal actions can be taken against them.
The signatures of both parties are required for providing authentication to the agreement. The signatures are proof of the voluntary involvement of both parties in the transaction of the mentioned services and rewards. Therefore, make sure you do not skip this step at any cost.
How to Write a Certificate?
5 Steps to Prepare an Effective Certificate Letter
Step 1: Choice of Software
You can use MS Word, InDesign and other software like this to prepare the certificate letter. The most significant thing is to develop a layout for your letter to make it look professional and formal.
Step 2: For Whom and By Whom
Write down the address and designation of the person to whom you are sending the letter. You should also mention your address and designation aswell. This is the actual format of a letter.
Step 3: Salutation
The use of proper salutation makes a formal letter. Use Sir or Madam to greet that person. If you are not aware of the gender of the person, use ‘To Whomsoever it may concern’
Step 4: Letter should be to the Point
Do not write long sentences or start describing. Use short sentences that clarify your point. The addressed person does not have all the time to read your letter. So make it short and simple
Step 5: The Conclusion
Add a proper conclusion of a maximum of two lines and not more than that. End with a thank you note, as a show of gratitude towards the person who invested his or her time reading the letter.