Dear Participants:

Congratulations on your commitment to furthering education and learning technology. Teachers like you are leading education into the new millennium. Your work is not unnoticed or without reward. We are pleased to inform you that you will be receiving an investment voucher for $5,000 to be invested in the stock market.

There are several guidelines you must follow when you plan your investments. Everyone must combine his/her money for a group investment, thus creating an Investment Club. The Investment Club is responsible for determining how the money will be invested. The club will be responsible for broker fees and taxes. The money must be left in the investments for ten years. After the investment has been completed, the money will be divided equally among the original investors. In case of death by an investor, the equal share will be given to the next of kin as established by the original investor.

We will be sending an investment package that includes contracts, tax information, and your initial investment orders. Please return them completed one month from today.

Your investment orders should include the following:

  • Type of investment: stocks, bonds, mutual funds, other
  • Name of company or program you wish to invest in
  • Amount you wish to invest

You are encouraged to meet and discuss the investment with your group. There are online sources that will guide you in this process. Please use all available sources so that you will make the most of your investment. As your personal investment broker, it is my pleasure to assist you in any way that I can. Unfortunately, most of the groundwork must be done without my help as I will be out of the country for the next three weeks.

Again let me congratulate you on receiving this grant and let me wish you Good luck.

Sincerely,

 

Dewey Cheetam
Investment & Planning Consultant
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