ADVERTISERS
Advertising Campaign Request
Booking an Advertisement - 1
Booking an Advertisement - 2
Rejecting a Quote for Advertisement
Request for Advertiser's Quotation
Requesting Information about a Journal
Requesting Information about Advertising Campaign
Requesting Permission to Reprint an Article
AGENTS
Agency Acceptance Offer Letter
Agency Offer Letter
Agency Rejection of Application Letter
Agency Rejection of Offer Letter
Agency Request Letter
Agency Termination Notice Letter
Agreement for Commission Agent
Agreement for Exclusive Agency - 1
Agreement for Exclusive Agency - 2
Agreement for Non-Exclusive Agency
Change of Agent Letter
AUDITORS
Asking Auditors to Quote
Asking Auditors for Non-Disclosure
Dismissing Auditors
List of Company Meetings Letter
Non-Disclosure Letter
Rejecting an Audit Quotation
Shareholders Support Letter
BANK
Audit Authority Letter to Bank
Authorisation for Alternate Cheque Signature
Cancelling a Periodical Payment
Cheque Signing Authority
Establishment of a Periodical Payment
Letter Supporting Loan Request
Requesting an Overdraft
Requesting a Loan
Requesting a Credit Reference
Requesting an Increase in Overdraft Facilities
Requesting Travellers Cheques
Requesting a Certificate of Interest
Stopping Payment of a Cheque
Transfer of Funds Overseas
BOARD MINUTES and STATEMENTS
Directors' Meeting to Accept the Annual Return
Directors' Meeting to Acknowledge Share Transfer
Directors' Meeting to Alter Cheque Signing Authority
Directors' Meeting to Approve Director's Appointment
Directors' Meeting to Approve Capital Item Purchase
Directors' Meeting to Approve Equipment lease
Directors' Meeting to Approve Office Lease
Directors' Meeting to Accept Resignation of Director
Directors' Meeting to Table the Financial Accounts
Directors' Report for Financial Reports
Directors' Statement for Financial Reports
Members' Resolution not to Appoint Auditors
Minutes of Annual General Meeting - Final Dividend
Minutes of Annual General Meeting - Interim Dividend
Minutes of Annual General Meeting - No Dividend
Notice of Annual General Meeting
Notice of Extraordinary General Meeting
Proxy Form for Annual General Meeting
Proxy Form Follow-up Letter
Shareholder's Proxy for Annual General Meeting
Share Trust Deed
Thanking Shareholder for Signed Proxy Form
CHANGE
Announcing Change of Account Manager
Announcing Change of Address
Announcing Change of Address, Tel. No. and Fax No.
Announcing Change of Agent
Announcing Change of Management
Announcing Change of Ownership
Announcing Change of Tel No. and Fax No.
COMPANY DOCUMENTS
Company Agreements
Agreement for Commission Agent
Agreement for Consignment Agency
Agreement for Exclusive Agency - 1
Agreement for Exclusive Agency - 2
Agreement for Non-Exclusive Agency
Confidentiality Agreement
Confidentiality Transmittal Letter
Consultant Work Agreement
Employee Confidentiality Clause
Employee Confidentiality Agreement
Employee Loan Agreement
Equipment Loan Agreement
Non-Disclosure Agreement - 1
Non-Disclosure Agreement - 2
Partnership Agreement
Product Evaluation Agreement - 1
Product Evaluation Agreement - 2
Product Evaluation Agreement - 3
Product Lease Agreement
Product Rental Agreement
Checklists
Employee Contract Checklist
Employee Induction Checklist
Employee Leaving Exit Procedure Checklist
Company Background Checklist
Product Technical Background Checklist
Formats
Account Management Meeting Format
Account Management Meeting Letter
Balance Sheet Format - 1
Balance Sheet Format - 2
Business Plan Format
Cash Flow Format - 1
Cash Flow Format - 2
Competitor Analysis Format
Market Research Report Format
Marketing and Sales Management Meeting Format
Marketing and Sales Plan Format
Profit and Loss Format - 1
Profit and Loss Format - 2
Legals
Assignment of Copyright
Commercial in Confidence Statement
Company Disclaimer Statement
Company Copyright Statement
Deed of Indemnity
Deed of Indemnity - Release
Document Sensitivity Levels
Power of Attorney - Limited
Power of Attorney - Unlimited
Product Warranty
Share Trust Deed
Statutory Declaration
COMPANY HANDBOOK
Section 1: Company Information
Company Background Information
Company Products - Technical Descriptions
Section 2: Terms and Conditions of Employment
Full-time Employees
Permanent Part-time Employees
Casual Employees
Section 3: Personnel and Organisational Structure
List of Employees, Titles and Roles
Section 4: Personnel Expense Guide
Introduction
Travelling Expenses - Public
Travelling Expenses - Private
Mileage Allowance
Employee's Personal Transport
Parking Fees
Parking Tickets and Fines
Subsistence Expenses
Accommodation Expenses
Incidental Expenses
Business Entertainment Expenses
Reimbursement
Telephone Expenses
Section 5: Office Regulations
Security Rules
First Aid
No Smoking
Cleaning/Maintenance
Kitchen
Section 6: Fire Regulations
Fire Regulations
Section 7: Administration Information
List of Company Forms
Glossary of Company Abbreviations
Section 8: Personnel Policies
Alcohol and Drugs
Purpose
Definitions
Alcoholic Beverages
Prescribed Drugs
Illegal Drugs
Further Notes
Sexual Harassment
Policy Implementation
Disciplinary Procedures
Formal Written Warning
Final Written Warning
Disciplinary Action
Summary Dismissal
Immediate Suspension
Duration of Warnings
Fair and Reasonable
Section 9: Information Protection Policies
Data Protection Policy
Principles of the Policy
Input of Personal Data
Disposal of Personal Data
Access of Personal Data
Section 10: Computer Software Policies
Computer Use/Abuse
Installation of External Software
Definition
Installation/Execution
Protection Against Computer Virus
Virus Definition
Policy Purpose
Policy Requirements
Procedures
Legality
CUSTOMERS
Account Letters
Agree to Opening an Account
Acknowledge Payment
Acknowledging Receipt of Payment with Order
Cancelling Credit Facilities
Cash with Order
Cash on Delivery
Collection Agency
Confirming Prices and Discounts
Continue to Refuse Credit
Credit Account Open - Notification
Credit Account Refund
Credit Facility Abuse
Credit Limit Exceeded
Credit Reference Before Order
Credit Reference Check 1
Credit Reference Check 2
Credit Reference Check 3 - Investigation Letter
Credit Reference Form
Credit Reference OK
Dishonoured Cheque
Dishonoured Cheque Reminder Letter
Final Notice Before Legal Action
Granting Special Terms
Interest Charged for Late Payment
Inviting Cash Customer to Use Credit
Legal Action
Overdue Accounts Policy
Overdue Account - 30 Days
Overdue Account - 60 Days
Overdue Account - 90 Days
Over Payment
Partial Payment
Payment Received
Reducing Credit Facilities
Refund Enclosed 1
Refund Enclosed 2
Refusing Credit Facilities - 1
Refusing Credit Facilities - 2
Reinstating Credit Facilities
Rejecting A Discount Taken
Repeating a Request for Payment
Requesting Credit Information
Requesting Payment and Threatening Legal Action
Requesting Payment Before Delivery
Requesting Payment Not Yet Due
Requesting Payment of an Account
Requesting Payment of Invoice
Requesting Payment to Reduce Debt
Requesting Payment of Several Outstanding Invoices
Thank You for Your Overdue Payment
Trading Terms Enquiry
Trading Terms - Samples
Under Payment
Apologies
About Damaged Goods - 1
About Damaged Goods - 2
About Delay in Despatching Goods
About Expected Delay - Stock Shortage
About Defective Goods
About Delivery Charges
About Impolite Staff
About Late Delivery
About Price Rise
Defective Product Recall
General Complaint Response
Lapsed Customer
Orders
Acknowledging Receipt for an Order
Acknowledging Receipt - Offering Alternative
Acknowledging a Request for a Quote
Back Order
Confirmation of an Order
Confirmation of Despatch
Delay in Despatch
Delay in Shipping Order
Despatching an Incomplete Order
Late Delivery Warning
Offering Express Service for delivery
Order Enquiry Response
Order Unavailable
Order Not Processed - Information Required
Order Processed
Order to be Processed
Order being Processed
Shipment Notice
Split Orders
Supplying a Quote
Unable to Supply - Stock Superseded
Warning Defective Product
EMPLOYEES
Agreements
Employee Agreement Transmittal Letter
Employee Loan Agreement
Employee Confidentiality Agreement
Employee Confidentiality Agreement Transmittal Letter
Applicants
Application Form
Application Received - 1
Application Received - 2
Application Rejection - 1
Application Rejection - 2
Application Rejection After Interview
Response to Employment Enquiry - 1
Response to Employment Enquiry - 2
Sending Job Application Form
Job Specifications
Bookkeeper
Customer Support Consultant
Marketing Support Consultant
Sales Consultant
Secretary/Administrator
Joining
Employee Contract Checklist
Employee Contract Computer Use/Abuse Clause
Employee Contract Confidentiality Clause
Employee Contract Media Clause
Employee Contract Restrictive Covenants Clause
Employee Contract Telephone Clause
Employee Induction Checklist
Employment Offer - 1
Employment Offer - 2
Employment Offer with Probation - 1
Employment Offer with Probation - 2
Terms and Conditions of Employment
Leaving
Accepting a Resignation
Accepting a Resignation with Regret
Dismissal Letter after Warning
Employee Leaving - Exit Procedure Checklist
One Months Notice - After Warnings
Redundancy Letter
Reluctant Retiree
Seasonal Layoff
Senior Employee Leaving Quickly
Warning Letter No - 1
Warning Letter No - 2
Performance
Commendation for a Staff Suggestion
Pay Decrease
Pay Increase
Satisfactory Performance Review
Staff Performance Review Cover Sheet
Staff Performance Review Policy
Staff Performance - Self Grading Instructions
Staff Performance Rating Form
Unsatisfactory Performance Review
Reference
A Qualified Reference
A Favourable Reference
Refusing a Reference
Requesting a Reference
Testimonial General - Female
Testimonial General - Male
Testimonial with Detail
LAWYERS
Disputing the Amount Charged
Disputing a Bill
Disputing the Time Charged
Requesting an Itemised Account
MARKETING
Account Management Meeting
Acknowledging a Request for a Quotation
Announcing a Change of Agent
Announcing a Change of Management
Announcing a Change of Ownership
Announcing a Merger
Announcing a New Product
Announcing a Policy Change
Announcing Account Manager Change
Announcing an Acquisition
Announcing Improved Warranty
Arranging an Appointment
Bid Response
Confirmation of an Appointment
Confirmation of Bid Price
Confirmation of Training Course Attendance
Customer Questionnaire Transmittal Letter
Customer Enquiry Response
Contacting Inactive Accounts
Direct mail
Follow-up Exhibit Visitor - 1
Follow-up Exhibit Visitor - 2
Follow-up on New Sales - 1
Follow-up on New Sales - 2
General Customer Reference
Improved Warranty
Interim Response to Product Enquiry
Introduction Letter - 1
Introduction Letter - 2
Introduction Letter - 3
Introductory Offer
Lapsed Customer - 1
Lapsed Customer - 2
Maintenance Agreement and Invoice
Meeting Thank You
New Product Launch
New Product Release
New Product Announcement
New Salesperson Letter
New Service Offering
Offering a Special Deal
Policy Change
Price Decrease
Premium Offer
Price Guarantee Letter
Price Rise Letter - 1
Price Rise Letter - 2
Price Rise Letter - 3
Price Rise Letter - 4
Questionnaire
Questionnaire Transmittal Letter - 1
Questionnaire Transmittal Letter -2
Referral - Thank You
Response to Information Request
Seeking Referral Business
Sales Meeting Follow-up - 1
Sales Meeting Follow-up - 2
Seminar Agenda
Seminar Invitation
Special Offer - 1
Special Offer - 2
Supplying Price and Discount Information
Testimonial Request
Thank You for Your Suggestion
Trading Terms and Conditions
Warranty Expired - Maintenance Offer
Welcome New Customer
OFFICE CLOSURE
Annual Factory Shut Down
Christmas Period
Holiday Greetings
PRESS RELEASES
Announcing a Merger
Business Award Press Release
Business Event Press Release
Change of Personnel Press Release
Community Event Press Release
Fund Raiser Press Release
Improved Product Warranty Press Release
Joint Marketing Agreement Press Release
Marketing Agreement Press Release
New Executive Appointment Press Release
New Appointment Press Release
New Contract Press Release
New Distributor Press Release
New Product Launch Press Release
New Product Launch Press Release - 1
New Product Launch Press Release - 2
New Product Press Release
New Product Press Release - 1
New Product Press Release - 2
New Premises Press Release
New Restaurant Opening Press Release
New Retail Business Opening Press Release
Product Upgrade Press Release
Profit Surge Press Release
Research and Development Press Release
Seminar Press Release
Service Programme Press Release
Speaking Engagement Press Release
Trade Show Press Release
Training Programme Press Release
SOCIAL BUSINESS
Accepting a Speaking Engagement
Accepting a Formal Invitation
Acknowledging a Donation Request
Acknowledgment of Assistance
Asking for a Donation
Asking for an Introduction
Confirming Speaking Engagement
Congratulations on New Appointment
Customer General Reference
Death of a Business Colleague
Death of a Employee's Family Member
Declining a Speaking Engagement
Declining an Invitation
Formal Acceptance of an Invitation
Formal Invitation to a Christmas Party
Granting an Interview for a Friend
Invitation to an Official Function
Inviting a Guest Speaker
Inviting a Guest Speaker - No Fee
Letter of Introduction
Providing a Trade Reference
Refusing an Interview for a Friend
Thanking a Speaker
Thank You for Your Referral
SUPPLIERS
Accounts
Account Already Paid
Account Settlement
Apologising for Late Payment
Disputing an Account
Incorrect Billing
Late Payment
Opening an Account and Supplying References
Payment Enclosed
Payment in Process
Requesting Account Facilities - 1
Requesting Account Facilities - 2
Requesting Time to Settle an Account
Requesting Larger Credit Facilities
Requesting Longer Credit Period
Requesting Moratorium on Account
Disputes
Bad Policy Complaint
Complaining About Quality of Goods
Complaining About Late Delivery
Defective Product Letter
Disputing a Bill
Disputing the Time Charged
Rejecting Invoice for Returned Product
Rejecting Faulty Goods
Returning Defective Goods
Requesting an Itemised Bill
Orders and Enquiries
Cancelling an Order - 1
Cancelling an Order - 2
Enquiry Letter - 1
Enquiry Letter - 2
Invitation to Bid
Rejecting a Quote
Request for Product Information
Requesting a Quotation - 1
Requesting Prices - 1
Requesting Prices - 2
Terminating a Supplier
TRADE SHOWS
Case History Article Release Letter
Case History Article Release Proforma
Checklist and Budget Guide
Company Information
Company Background Checklist
Hotel Accommodation Letter
Information Request Card
Press Kit Contents
Product Technical Background
Reason To Review Product - Press Flyer
Reporter Letter
Reporter's Questions Answered
Trade Show Questionnaire