{"id":51987,"date":"2024-10-06T03:05:08","date_gmt":"2024-10-06T03:05:08","guid":{"rendered":"https:\/\/www.process.st\/templates\/?p=51987"},"modified":"2024-10-06T03:05:08","modified_gmt":"2024-10-06T03:05:08","slug":"mutual-fund-shareholder-services-process","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/mutual-fund-shareholder-services-process\/","title":{"rendered":"Mutual Fund Shareholder Services Process"},"content":{"rendered":"\n<section id=\"gather-required-documents-for-account-establishment\">\n <h2>Gather Required Documents for Account Establishment<\/h2>\n <div class=\"text-content\">\n  Collect all necessary documents from the client to establish their mutual fund account. This includes identification, proof of address, and any additional documents required by the fund company. Make sure to explain the importance of these documents in order to proceed with the account setup. Are there any challenges you anticipate in gathering these documents? How will you address them?\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Identification <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Proof of Address <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Additional Required Documents <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"verify-identity-of-client\">\n <h2>Verify Identity of Client<\/h2>\n <div class=\"text-content\">\n  Verify the client's identity using the provided identification documents. Confirm that the information matches the client's provided details. How will you ensure accurate verification? Are there any red flags you should look out for?\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Identification Document <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"enter-client-data-into-system\">\n <h2>Enter Client Data into System<\/h2>\n <div class=\"text-content\">\n  Enter the client's information into the system accurately and completely. Include their personal details, contact information, and any other relevant data required by the mutual fund company. How will you ensure data accuracy? Are there any potential challenges in entering the data?\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Full Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Contact Number <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Email Address <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Social Security Number <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date of Birth <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"check-on-initial-deposit-into-the-account\">\n <h2>Check on Initial Deposit into the Account<\/h2>\n <div class=\"text-content\">\n  Verify that the client has made the initial deposit into their mutual fund account. How much is the initial deposit? Is there a deadline for making the deposit? How will you communicate with the client regarding the deposit?\n <\/div>\n <div class=\"number-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Initial Deposit Amount <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Deposit Deadline <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-initial-deposit\">\n <h2>Approval: Initial Deposit<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Check on Initial Deposit into the Account<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"prepare-mutual-fund-shareholder-agreement\">\n <h2>Prepare Mutual Fund Shareholder Agreement<\/h2>\n <div class=\"text-content\">\n  Draft the mutual fund shareholder agreement for the client. Include all necessary terms and conditions, legal language, and any specific instructions provided by the mutual fund company. How will you ensure accuracy and completeness of the agreement?\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Specific Instructions <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"send-mutual-fund-shareholder-agreement-for-signature\">\n <h2>Send Mutual Fund Shareholder Agreement for Signature<\/h2>\n <div class=\"text-content\">\n  Send the drafted mutual fund shareholder agreement to the client for their signature. Include clear instructions on how to sign and return the agreement. If information from a previous form field is required, refer to it using {{form.label}}, replacing spaces with underscore (like {{form.label_name}}).\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Client Email Address <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Agreement Expiration Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"send-rich-email-content form-field-content\">\n  <!-- No Recipients --> <!-- No Recipients --> <!-- No Recipients -->\n  <div class=\"form-group subject\">\n   <label>Subject<\/label>\n   <p class=\"form-control-static\">Sign Mutual Fund Shareholder Agreement<\/p>\n  <\/div>\n  <div class=\"form-group body\">\n   <label>Body<\/label> <iframe srcdoc=\"<p>Dear {{form.label}},<\/p><p>Please find attached the mutual fund shareholder agreement that requires your signature. Kindly review the document, sign it, and return it to us by the agreed-upon date.<\/p><p>Thank you,<\/p><p>Your Name<\/p>\n<style>*{font-family:Inter,&quot;Segoe UI&quot;,&quot;Roboto&quot;,&quot;Oxygen&quot;,&quot;Ubuntu&quot;,&quot;Cantarell&quot;,&quot;Fira Sans&quot;,&quot;Droid Sans&quot;,&quot;Helvetica Neue&quot;,system-ui,sans-serif}<\/style>\n\" sandbox=\"\"><\/iframe>\n  <\/div>\n  <div class=\"form-group\">\n   <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-envelope btn-icon\"><\/i> Send <\/button>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-agreement-signature\">\n <h2>Approval: Agreement Signature<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Send Mutual Fund Shareholder Agreement for Signature<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"file-signed-agreement\">\n <h2>File Signed Agreement<\/h2>\n <div class=\"text-content\">\n  Once the client returns the signed mutual fund shareholder agreement, file and store the document securely. How will you ensure proper storage and organization of the signed agreements? Any challenges in maintaining the files?\n <\/div>\n<\/section>\n<section id=\"process-initial-investment-purchase\">\n <h2>Process Initial Investment Purchase<\/h2>\n <div class=\"text-content\">\n  Initiate the process to purchase the client's initial investment in the mutual fund. Include details such as the investment amount, fund selection, and any specific instructions provided by the mutual fund company. Are there any potential challenges in processing the investment? How will you address them?\n <\/div>\n <div class=\"number-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Investment Amount <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Fund Selection <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Equity Fund\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Bond Fund\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Balanced Fund\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Specific Instructions <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-investment-details\">\n <h2>Approval: Investment Details<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Process Initial Investment Purchase<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"generate-initial-account-statement\">\n <h2>Generate Initial Account Statement<\/h2>\n <div class=\"text-content\">\n  Generate the initial account statement for the client, which includes details of their investment, account balance, and any other relevant information. How will you ensure accuracy and completeness of the statement?\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Statement Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"send-account-statement-to-client\">\n <h2>Send Account Statement to Client<\/h2>\n <div class=\"text-content\">\n  Send the generated initial account statement to the client for their review. Include any necessary explanations or clarifications regarding the statement. If information from a previous form field is required, refer to it using {{form.label}}, replacing spaces with underscore (like {{form.label_name}}).\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Client Email Address <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"send-rich-email-content form-field-content\">\n  <!-- No Recipients --> <!-- No Recipients --> <!-- No Recipients -->\n  <div class=\"form-group subject\">\n   <label>Subject<\/label>\n   <p class=\"form-control-static\">Mutual Fund Account Statement - {{form.label_name}}<\/p>\n  <\/div>\n  <div class=\"form-group body\">\n   <label>Body<\/label> <iframe srcdoc=\"<p>Dear {{form.label}},<\/p><p>Please find attached your initial account statement for your mutual fund investment. Take a moment to review the statement and feel free to reach out to us with any questions or concerns.<\/p><p>Thank you,<\/p><p>Your Name<\/p>\n<style>*{font-family:Inter,&quot;Segoe UI&quot;,&quot;Roboto&quot;,&quot;Oxygen&quot;,&quot;Ubuntu&quot;,&quot;Cantarell&quot;,&quot;Fira Sans&quot;,&quot;Droid Sans&quot;,&quot;Helvetica Neue&quot;,system-ui,sans-serif}<\/style>\n\" sandbox=\"\"><\/iframe>\n  <\/div>\n  <div class=\"form-group\">\n   <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-envelope btn-icon\"><\/i> Send <\/button>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"handle-client-queries-and-concerns\">\n <h2>Handle Client Queries and Concerns<\/h2>\n <div class=\"text-content\">\n  Address any queries or concerns raised by the client regarding their mutual fund account. Provide prompt and accurate responses to ensure client satisfaction. How will you prioritize and track client queries?\n <\/div>\n<\/section>\n<section id=\"approval-customer-service-representative\">\n <h2>Approval: Customer Service Representative<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Handle Client Queries and Concerns<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"update-account-information-as-required\">\n <h2>Update Account Information as Required<\/h2>\n <div class=\"text-content\">\n  Regularly update the client's account information as needed, such as changes in contact details, beneficiary updates, or fund switches. How will you ensure accurate and timely updates? Are there any challenges in updating the information?\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Updated Contact Number <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Updated Email Address <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"process-regular-investment-purchases-or-sales\">\n <h2>Process Regular Investment Purchases or Sales<\/h2>\n <div class=\"text-content\">\n  Handle the client's regular investment purchases or sales in the mutual fund. Include details such as the investment\/sales amount, fund selection, and any specific instructions provided by the client or the mutual fund company. Are there any potential challenges in processing the transactions? How will you address them?\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Transaction Type <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Purchase\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sale\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"number-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Transaction Amount <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Fund Selection <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Equity Fund\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Bond Fund\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Balanced Fund\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Specific Instructions <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"verify-compliance-with-mutual-fund-policies\">\n <h2>Verify Compliance with Mutual Fund Policies<\/h2>\n <div class=\"text-content\">\n  Ensure compliance with the mutual fund company's policies and regulations regarding client accounts and transactions. Are there any specific policies or regulations to be aware of? How will you verify compliance?\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Compliance Requirements <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     KYC (Know Your Customer) Documentation\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Anti-Money Laundering (AML) Compliance\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Suitability Assessment\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"approval-compliance-officer\">\n <h2>Approval: Compliance Officer<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Verify Compliance with Mutual Fund Policies<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"generate-and-send-regular-account-statements\">\n <h2>Generate and Send Regular Account Statements<\/h2>\n <div class=\"text-content\">\n  Regularly generate and send account statements to the client, providing details of their mutual fund investments, balances, and other relevant information. How often will the statements be generated and sent? How will you ensure accuracy and timeliness of the statements?\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Statement Frequency <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Monthly\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Quarterly\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Annually\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Next Statement Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Client Email Address <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"send-rich-email-content form-field-content\">\n  <!-- No Recipients --> <!-- No Recipients --> <!-- No Recipients -->\n  <div class=\"form-group subject\">\n   <label>Subject<\/label>\n   <p class=\"form-control-static\">Mutual Fund Account Statement - {{form.label_name}}<\/p>\n  <\/div>\n  <div class=\"form-group body\">\n   <label>Body<\/label> <iframe srcdoc=\"<p>Dear {{form.label}},<\/p><p>Please find attached your recent account statement for your mutual fund investment. 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