Fund Fact Sheet Template

These important information include their basic information like an individual s name age religion and so on.

Fund fact sheet template. Here s how you should do it. Take a look at fund factsheet template samples below. Your fact sheet is up to date and ready for distribution everyday. A personal fact sheet is a brief summary of important information about an individual.

Avoid manual template updates and the associated errors through our automated fund fact sheet creation process. Just copy and paste short code snippets. The file is supported by google docs and can easily be sent online with no hassle. A blank fact sheet template which you can use to manipulate in any way you want to.

But first you must choose a template that is appropriate for your fund fact sheet. Fundpeak is a provider of secure fund portals and fund marketing tools such as fund fact sheets and websites. At such a low price you would get to edit and customize this template however you want. The good news is there are many fund fact sheet templates that you can find on the internet.

Look for an appropriate template. Language versions all ready made templates are available in english french spanish german chinese or russian. Fund fact sheet template sizes fund fact sheets follow the standard sizes of formal business documents. You will save resources spent on your monthly or quarterly fact sheet update process.

Get your fund fact sheet updated on demand without wasting your team s time. Using a template in creating a fund fact sheet is easy. Help investors more make informed investment decisions regarding their investments based on information shown such as asset allocation risk information and historical performance for the investment. Applications to use include ms word and pages.

Fund widgets widgets allow you to add parts of your factsheet into a website. A fact sheet design template where you can either keep the design to a minimum or play with different fonts and typographies. Many well designed ready made fund factsheet templates to choose from. Buzz bartholomew california managed accounts inc.

Also included is the individual s work history and experience their educational background skills abilities and characteristics. Show investors and future investors how your mutual fund is doing and other important information such as the objective of the fund through the use of our fund fact sheet template. I needed some marketing materials and pavel and fundpeak were terrific. Templates will help you create a fund fact sheet faster and with less hassle.

These sheet templates are available in print sizes of us legal 8 5 inches by 14 inches us letter 8 5 inches by 11 inches and a4 8 27 inches by 11 69 inches. The whole factsheet can be reproduced on your website. I d hire them again in a minute.