We want A4 flyer, double sided; portrait or landscape – like a product guide but instead about our service. Something a financial adviser can place in front of clients and have 2 minutes to explain.
To have a professional eye catching appearance – upscale, clean and modern look. To reflect intelligence and innovative characteristic. To project trust in us.
Must incorporate the reasons why to use our service. Target return 12% with controlled risk; tax efficient; segregated accounts; experienced fund managers; costs; FSA regulated; high liquidity; Financial Services Compensation Scheme (FSCS); Spread bets profit are tax free - prominent but not plastered in big letters.
My conceptual image is
1. Client has an investment problem. Need returns. Deposit returns are low and taxed.
2. Our solution – good portfolio management – performance graph proof. Covered by FSCS scheme. Tax efficient.
3. How to join (overview of application procedure)
Must show clearly the client application procedure
1. Client opens/has a City Index spread betting account
2. Client signs appointment of agent form (gives us permission to manage their account)
3. Client deposits money into City Index segregated client account at Barclays Bank
4. Client can login any time to view their live positions