Annual Review email template and cover letter

#1

Should we be sending both the annual review email template (which states instructions, date, fee, pay now etc) and also the annual review cover letter?

Cause both documents say essentially the same information and I think the less information for client’s to read the better.

If you do send the annual review Cover Letter, what does your email template say?

thanks

#2

That would entirely depend on your firm’s preference and anticipation of what you think your clients will read.
Our email template is a basic version of the cover letter, which goes more in depth for their responsibilities and requirements.

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