Download Customizeable letter - Franklin Templeton Investments

Month/Day/Year
Investor first and last name
Address
City, PR, Postal Code
Dear Client:
Re: How a Fee-for-Service Model Can Benefit You
One of the most rewarding aspects of being your investment advisor is helping you reach your financial
goals. While I take great pride in the investment plan we’ve built and the relationship we’ve developed, I
am constantly looking for ideas to enhance the service I bring to my valued clients.
After carefully considering the needs of my clients and the developments in the investment industry, I
have decided to move my business to a fee-for-service model.
Why? For my clients there are many benefits. We have always selected investments based on your
goals, but the fee-for-service model provides greater peace of mind due to the full transparency of fees
– You know exactly how much you pay for my service.
As a fee-based client, you can also take advantage of lower transaction costs and mutual fund expenses.
Additionally, fees paid for non-registered accounts are tax deductible.
You will also be able to access innovative products such as Franklin Templeton’s Series M – a new
offering with some attractive features and benefits, including:
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Reduced management fees - You pay less and keep more
Access to 13 mutual funds across multiple asset classes – Build a broadly diversified portfolio
Selection of nine corporate class mutual funds – Rebalance and switch between funds without
incurring immediate tax consequences
Your trust and confidence is very important to me and my team. While my business model may be
changing, we remain committed to delivering the service and results you deserve.
I will contact you soon to schedule a meeting to discuss the fee-for-service arrangement. In the
meantime, please contact me if you have any questions. As always, I am here to help.
Sincerely,