BSBWRT401A Write Complex Documents
You work for a financial planning organisation that manages thousands of clients’ portfolios and accounts. Recently there have been several changes in the industry that affect clients who have share portfolios. For some clients, the changes will have a negative effect on their investments while other clients will be receiving good news.
You have been asked to write a letter to all the relevant clients asking them to attend an information session regarding the changes that will affect their share portfolio performance.
When writing a business letter the first thing to determine is its purpose – ie what it is intended to achieve. in a short sentence, explain the the purpose of this letter. (For example, will it be used to provide information, ask a question or persuade people to do something?)
The purpose of this letter is to inform the stakeholders about an information session where the main topic of the session will be about their investments as well as recent changes in the industry that will affect their investments.
What type of audience will the letter address and what sort of information should you consider including?
This letter will mainly be addressing those who have investments in the organization as well as other stakeholders that are involved with the organization. The information in the letter would mainly consider information that has changed such as the industry changes, information regarding their investments and their portfolios and the time and location of the meeting as well as the date. It's critical though to not point out that anything has changed significantly or to make the stakeholders or investors scared/frightened that something has negatively happened. The information should be restricted to the bare basics and shouldn't include much about the topic of the meeting apart from what is going to be talked about, where the meeting is as well as time and date.
Write the letter and upload it for assessment. It should be formatted in a manner
You have been asked to write a letter to all the relevant clients asking them to attend an information session regarding the changes that will affect their share portfolio performance.
When writing a business letter the first thing to determine is its purpose – ie what it is intended to achieve. in a short sentence, explain the the purpose of this letter. (For example, will it be used to provide information, ask a question or persuade people to do something?)
The purpose of this letter is to inform the stakeholders about an information session where the main topic of the session will be about their investments as well as recent changes in the industry that will affect their investments.
What type of audience will the letter address and what sort of information should you consider including?
This letter will mainly be addressing those who have investments in the organization as well as other stakeholders that are involved with the organization. The information in the letter would mainly consider information that has changed such as the industry changes, information regarding their investments and their portfolios and the time and location of the meeting as well as the date. It's critical though to not point out that anything has changed significantly or to make the stakeholders or investors scared/frightened that something has negatively happened. The information should be restricted to the bare basics and shouldn't include much about the topic of the meeting apart from what is going to be talked about, where the meeting is as well as time and date.
Write the letter and upload it for assessment. It should be formatted in a manner