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RIA Department Memorandum To: All Investment Advisor Representatives (Cars) From: WRAP Advisory Services RIA Department Date: R0928 June 30, 2009, Subject: RIA Form Updates and Deadline / Mutual Fund
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Write a clear and concise subject line that accurately reflects the purpose or topic of the memo. For example, "Memo regarding updated forms procedure."
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Begin the body of the memo with a friendly and professional salutation, such as "Dear team members" or "Hello everyone."
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Provide a brief introduction or background information about the updated forms. Explain why the changes were made and any important details or instructions that the recipients need to be aware of.
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If there are any attachments or additional documents that the recipients need to refer to, mention them in the memo and provide instructions on how to access or obtain them.
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Conclude the memo with a polite closing, such as "Thank you for your attention to this matter" or "If you have any questions, please don't hesitate to reach out."
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Proofread the memo for any spelling or grammatical errors before sending it out.
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