Page 33 - Praetura Presentation Guide Jan19

Drafting Note

This is an example of a drafting note sticky
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Other Useful MasterShapes Macabacus>MasterShapes>Sticky_Right

Compliance Stamps SignOff Stamp Stickies

In order to comply with financial When getting approval to release Stickies are to be used to add
promotions regulation, we often have documents, we need to get sign off comments or drafting notes to slides
to add warnings or risk wording to our from the heads of various departments
documents and potentially compliance Examples of stickies are shown above

Examples include: In order to get sign off a document, it Macabacus>MasterShapes>Sticky_Left
must have, immediately prior to being /Sticky_right
• “Past performance is no guarantee pdf’ed and entered into the
of future performance” compliance process:
• “For Professional Investors and
Intermediaries only” • Filename
• Date
You can add these stamps to any slide • Approval Unique Reference
by following:
On the disclaimer page, click
Macabacus>MasterShapes>
• ComplianceStamp_right macabacus>MasterShapes>Complianc
• ComplianceStamp_centre eStamp
• ComplianceStamp_left
Once stamp has appeared, add the
Examples included below… unique approval reference and pdf the
file

For Professional Investors and Intermediaries Only Approved for Release Past performance is no guarantee of future performance