Investment Services Proposal

2 minutes read

An investment services proposal is a kind of a proposal which an investment service provider writes in order to propose an investment opportunity to a client with the hope that the client would agree to it or accept it. Such a proposal mentions the strong points or benefits of the investment opportunity and explains why this opportunity could be good for the client or the company. The nature, format and tone of the proposal must be formal in nature. A sample of an investment services proposal is provided below and can be used for reference by anyone.

 Sample Investment services proposal

Name of the investment company: ABCD Investment Company

Address of the company: 6-T, first floor, Timothy Street, West Putney, London

Proposal prepared and presented by: Jack Black

Senior Investment Manager, ABCD Investment Company

Proposal presented on: 9th June 2014

Proposal presented to: Nathan Anderson

Managing Director, Anderson IT Company

Proposal approved on: 10th June 2014

Proposal Statement:

I, Jack Black, on behalf of ABCD Investment Company am presenting to you a proposal to ask you to accept our investment offer and gain its benefits within a period of 5 years. We have custom designed this opportunity and offer for your company and can assure you of its good returns.

About ABCD Investment Company:

Established in 1994, ABCD Investment Company is a well- known and reliable name in the investment sector or economy and has been serving clients and companies with utmost dedication ever since its establishment.

Details of the investment offer:

  • If you agree to invest a sum of $10000 with us, we can promise to bring you a total return of 8% within the next 3 years.
  • We will invest your amount in the best possible avenue which promises sure shot returns.
  • If you wish, you can yourself make a recommendation for the nature of investment you wish for us to make.
Facebook Twitter LinkedIn Whatsapp Pocket

Related Posts:

A financial investment proposal is created by a financial advisor who advises the investor on how to achieve his investment goals thorough various investment processes. They use their experience and financial analysis methodologies to come up with a sound inve...
A finance research proposal is a document consisting of a proposal on research of financial matters. It must be encoded with expert advice so that the firm does not have to face financial losses. Corporate finance is an advanced course taught in higher classes...
A real estate property sales services proposal is a kind of a formal proposal document which is used by a real estate company to propose or offer after sales services for real estate property.  The proposal is sent to prospective clients mentioning about the s...
Investors generally look for what kind of returns they will receive from a particular business on which they are investing or when they will get their investments back. IT investment proposal is one such document, which is framed seeking investment from potent...
A charity concert proposal is a special layout that outlines the propaganda of a particular concert to be organized by a charitable organization for the benefit of the pitiable masses dependent on it for existence and improvement. This type of proposal is prep...
A product design proposal is an official document of a company or organization, which is issued when it proposes to design a product for any other company or organization. The proposal should include the kind of designing services that the company offers and a...