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Instructions
You have just completed your second training for the new class of interns at your employer, Bank of Wealth Investment Brokers. You have now been asked to create a memo to a prospective client about the strategies used with derivative instruments.
You will need to develop a memo that distinguishes the forms of derivatives with at least four examples for similarities and differences. A memo will provide brief and clear information on the required subject. Often, short phrases and paragraphs are used in a memo; however, since the client will expect to know and understand the material thoroughly from your memo, it should be more detailed and offer supporting evidence, including a reference list.
The memo should give the interns enough information to understand the similarities and differences between the various forms of derivatives. Be sure to use audience-specific language and tone in the memo. Remember, you are writing this memo for the client; however, the Portfolio Manager may read it.
Be creative, and make your memo fun, yet still clearly organized. In addition, you can use this link for help on writing memo.

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