September 18,2017

Engineer Duffie Botavara

Chairman of the board
Barotac Nuevo Development Cooperative

Dear Sir :

An early understanding of the important of financial planning and the act of preparing for one’s
future have proven to contribute to the general wellness of an individual. A stable financial
system not only guarantees a comfortable future to the person but also to the people most
important to him.

Many Filipino are now getting more interested in investment yet are afraid to dip their hard-
earned savings to these available options in the market unless they really understand it well.

We, at Jasper Financial understands that there is still a lot of work to do in educating our fellow
countrymen to prepare them for a better economic future through Prulife UK. And as part of our
advocacy, we conduct Financial Planning group sessions for free. Rest assured that there is no
financial obligation on your company’s part.

In this regard, we would like to request for a 60-minute session to discuss the basics of managing
personal finances with your company’s staff. Below is the talk outline for your approval :

1. Life Stage Financial Assessment (35 minutes) ;

2. Investment Instruments in the Market (10 minutes)
3. Open Forum (15 minutes)

Thank you and we really look forward to your positive feedback.

Respectfully yours,

Krisel Anne M. Garin

Financial Advisor
Prulife UK
Jasper Financial – Iloilo
Contact Number : 09055197099