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Tell clients about a price or terms change
Changes to ongoing advice fees reach clients who may not remember what they agreed to pay. They read the notice looking for what they get for the charge.
The prompt
I work in marketing at a financial advice firm. Help me tell clients about a change to our prices or terms. Context: Changes to ongoing advice fees reach clients who may not remember what they agreed to pay. They read the notice looking for what they get for the charge. Before you start, ask me for anything missing from this list: - What is changing, from when - Who it applies to - The reason - Any notice period we must give Then: 1. Say what is changing in the first two sentences. 2. Give the reason without apology or spin. 3. Say what stays the same and what the client can do. Give me: - The notice - A short version for the website - Likely questions with answers Rules: - Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source. - Give general financial information only. Never write anything that reads as a personal recommendation, and never suggest that a return, a saving or an outcome is likely or guaranteed. - Write in plain English, in our voice if I have given you a sample. - Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check. Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or whoever approves our financial promotions should see: - The notice period and wording in the client agreement - Charges shown in percentages and pounds as your compliance team expects - The ongoing service clients receive for the fee, described as delivered
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- The notice period and wording in the client agreement
- Charges shown in percentages and pounds as your compliance team expects
- The ongoing service clients receive for the fee, described as delivered
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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