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...a relationship. 'Good morning, Mr. Jones. My name is Jane Smith of XYZ Office ...

...ty, absent a special relationship. Jones v. Grewe (1987) 189 Cal.App.3d 950, 2... discrimination claims as well as contract claims. Gilmer v. Intestate/Johnson...

...T FRAUD OR EMBEZZLEMENT by Alison Jones and Steve Flowers Many articles have...tement and status associated with transactions involving large sums of money? ...

... No. 6141? 5. Make a statement of fact pertinent to the subject at hand. Twenty of our home office salespeople are driving leased automobiles at considerable savings. 6. Show your appreciation! Thank you for your interest in our new models. You were very thoughtful to forward the samples. 7. Open with a name that means something to your reader. Your neighbor, Mr. Jones, suggested I write you. 8. Open with a story or saying that has a special meaning in this case. My father, a Vermont farm boy, had a favorite expression: A hit bird flutters. Your recent letter caused such a flutter that I'm sure your criticism was justified. 9. Make an offer or give a gift. Please accept with our compliments the enclosed tickets to ... Do subsequent paragraphs create desire? Are there convincing reasons for buying or taking action? Does each paragraph lead to the next and the next, giving your letter momentum? Is it written in the language of your average prospect? Does it give the prospect enough information to make a decision? Have you used testimonials? Do you ask for definite action and then make it easy for the prospect to act? Have you enclosed a folder, circular, or other sales literature with the letter? As A Follow-Up Sales letters should also be used to follow up sales calls. Even an impressive sales presentation will fade from your prospect's memory. Keep the door open with a series of letters that stress what was missed or slighted during the sales call. Develop a series of letters to fit the type ...

... are even more specific in their objectives. For example, they might only invest in stocks from a particular geographic area, such as Canada or Australia. Convertible Funds-This fund invests predominantly in convertible bonds and convertible preferred shares of stock. Foreign Funds-Funds of this variety only invest in foreign stocks. Index Funds-An index fund's portfolio will consist of the stocks in a major market indicator, such as the Dow Jones Industrial Average or Standard & Poor's 500. In this way, it keeps pace with the direction of the market. The investor in an index fund will usually profit when there is a bull market. Option-Income Funds-The managers of this fund write covered options on a majority of the portfolio. Sector Funds-These funds invest in a single industry or market sector. There is less diversity and more risk with ... rather than in relation to the net asset value. An open-ended fund will continue to issue shares to any investor who wants them. Since most funds are open-ended, the following material deals with them. LICENSING REQUIREMENTS In order to become eligible to sell mutual funds, an agent must be licensed. In most cases, there are federal and state requirements that must be met. The Securities and Exchange Act of 1934 empowered the National Association of Securities Dealers, Inc. (NASD) to set standards for licensing. The agent who wishes to sell mutual funds must obtain a Series 6 license. To obtain that license, the agent must be sponsored by a securities broker/dealer and must pass a test administered by the NASD. In addition to the federal requirement, most states have their own ...

...to your reader. Your neighbor, Mr. Jones, suggested I write you. 8. Open with...s in opposition. They should share characteristics and abilities, swap roles a...

... market indicator, such as the Dow Jones Industrial Average or Standard & Poor...lio. Mutual funds allow investors to react quickly to those changes. When stoc...