Click "Create Document" button and the document will be prepared with your account details automatically filled in.
Please fill in any additional information by following the step-by-step guide on the left hand side of the preview document and click the "Next" button.
When you are done, click the "Get Document" button and you can download the document in Word or PDF format.
Please review the document carefully and make any final modifications to ensure that the details are correct before sending to the addressee.
This document can be used as a template for the agent to provide account sales to the principal. It is a letter to the principal and it sets out the detail of the sales, charges and balance.
This document should be carefully read by the agent.