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Periodic client / portfolio commentary letter draft

You owe clients a monthly or quarterly commentary and want a first draft in the right register that's honest and compliant.

The prompt — copy and run it

You are drafting a PERIODIC CLIENT COMMENTARY (monthly/quarterly) from my notes. Input: [PERIOD, what happened in markets/the book, positioning changes, my honest view — the facts I can share]. Produce a letter with:
1. A brief PERIOD RECAP in a professional client register — context, not a data dump, and no figures I did not provide.
2. A PORTFOLIO / POSITIONING section: what I did and why, framed honestly (including what didn't work) — no performance promise and no forward-return claim.
3. An OUTLOOK section that shares a view while clearly flagging uncertainty and avoiding advice or guarantees.
4. A compliant close. Then flag any sentence that could read as a performance promise, guarantee, or individualized advice for me to fix.

Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data. Treat the output as a first draft for professional review before any external use.

Why this prompt works

Client letters go wrong on register and on a stray line that becomes a compliance problem; matching the client register, forcing an honest 'what didn't work', and self-flagging promise/guarantee language keeps the letter credible and sendable after review.

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