Letter template for Annual Review (Investments)

TerrierLady

Hi,
Does anyone have a template that I can look at please?
Struggling to find anything that's suitable.
Hope everyone is keeping busy during this period!

Nathan

Genovo offer a free sample here https://www.genovo.co.uk/example-mifid-ii-review-report/

TerrierLady

Thank you nathan, I shall take a look.