Download Our Sample Annual Document Delivery Letter

It is important to remember when delivering annual documents to your clients, you accompany them with a document delivery letter.

We recently released a sample annual document delivery letter we believe you may find helpful. The one page sample Annual Document Delivery Letter covers the following:

  • What documents are accompanying the letter.
  • Why the documents are being sent.
  • Who and where the documents are being delivered to.


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Note: RIA in a Box LLC is not a law firm, investment advisory firm, or a CPA firm. RIA in a Box LLC does not provide legal advice or opinions to any party or client. You should always consult your relevant regulatory authorities as this information should not be relied upon as currently accurate. This information is provided for educational purposes only and is not an exhaustive list of regulatory requirements.