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Statement Templates

Investment Policy Statement Template

All businesses must make investments of one kind or another to keep their businesses afloat. Some investments may be good to bring in the profit while bad investments can cause the company to suffer some financial loss.

Nevertheless, a business needs to prepare an investment policy statement to report to its board of directors, shareholders, stakeholders, and authorities on the financial status of the company. An investment policy statement will display how effective the business has been over a period of time on the undertaken investments. It will showcase the direction and options undertaken by the company in its operations.

An investment policy statement lists out information about the company’s investments such as asset description, acquisition of asset, acquisition price, broker’s price, current cost, net gain or loss.

These pieces of information showcase the company’s financial investment skills and performance. It gives a good account of how the company is faring in its investment and the financial health of the company.

An investment policy statement template may contain the following information:

* Company’s Name & Address

* Investment Statement date

* Asset Description

* Acquisition date of Asset

* Acquisition cost

* Units of asset

* Broker’s fees

* Total Cost

* Current Quote

* Current Value

* % Total

* Net Gain / Loss

* % Gain / Loss

An investment policy statement declares the type of investments made by the company to be feasible or otherwise.

Consider the attached sample template for your convenience.

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Statement Templates

Income Statement Template

Every business, whether big or small, will generate an income statement. This is an important piece of financial document that reflects the business’ financial state, especially on the monies flowing in to the business. You can also use an income statement as an individual to track your financial condition.

An income statement is quite straightforward in its structure and format. It records the financial transactions of the business to reflect the financial health of the business. It is compiled throughout the year for an annual formal display to the shareholders of the company and its board of directors.

The basic information kept in an income statement includes revenue, cost of sales, operating expenses, net income or loss. Each of these categories registers the details covered. Every cent in and out of the company is recorded for good accountability.

The income statement also has two columns to compare the financial values for the current month and year-to-date. Each column records the amount and percentage for every item listed under the different categories.

The Income Statement template may contain:

* Company Name

* Company Address

* Income Statement Date

* Period ending date

* Revenue

* Gross sales

* Net sales

* Cost of Sales

* Inventory

* Operating Expenses

*Selling expenses

*General / Administrative expenses

* Net Income / Loss

Depending on the computation among the Revenue, Cost of Sales and Operating Expenses, the Income Statement will register a Loss or Profit.

Consider the attached sample template for your convenience.

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Statement Templates

Financial Statement Template

All companies need to have financial statements to showcase the status of their businesses. The financial statement is proof of their business’ financial capacity; it is usually designed and structured to display the financial wellness of the business.

A financial statement is a very important document which is required to be publicly displayed in certain occasions. It is a declaration to the shareholders, public, financial authorities and other related governing bodies that the company is financially sound.

A financial statement comprises essential sections such as income, revenue, balance sheet, assets and stock. Each section is very important to reflect the current status of the company.

A financial statement template may require the following information:

* Company’s Name & Address

* Financial Year of Company

* Date of Presentation

* Income statement

* Revenue statement

* Balance sheet

* Assets sheet

* Stock sheet

The financial statement can be very simple with few items for a small or recent start-up company. More established companies or large firms will have more items to report in a financial statement.

The income statement and balance sheets are the more popular sections of the financial statement to identify the input revenue to the company and the funds available currently.

The balance sheet reflects the final amount after the expenses are removed from the income which gives a good view of the viability of the business. It includes the assets, liabilities and shareholder equity information.

Consider the attached sample template for your convenience.

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Statement Templates

Earning Statement Template

Companies employ many staff. The staff will be paid for the work done. Hence, there is a need to record the earnings of the staff accurately and clearly.

Many companies use an earning statement to record their employees’ work hours especially for those who are on an hourly or daily basis.

An earning statement records all the necessary personal details of the employee as well as his hours worked for salary computation.

An earning statement template may display the following information:

* Company Name

* Date

* Employee Name

* Employee Number

* Employee Title

* Employee Department

* Employee Social Security Number

* Work Status

* Employee status

* Days of the Week

* Task Description

* Regular Hours

* Overtime hours

* Total hours

* Line total

* Rate per hour/day

* Non cash compensation

* Allowances

* Commission

* Gratuity

* Tips received directly

* Tax deductions

* Mode of payment

An earning statement will be presented to the employee to confirm the correct computation of his wages where his signature is required at the bottom of the page.

Some monies may be held back by the employer for tax purposes, depending on the law of the nation. An earning statement is likened to a payroll slip where the employee is able to view the amount he earns on a regular basis.

The employee must work out with his employer on the mode of payment for his wages.

Consider the attached sample template for your convenience.

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Statement Templates

Confidentiality Statement Template

There are many happenings in life that require confidentiality. It is a necessity to keep certain information confidential to protect certain parties. It can be a will where the issuer requires the confidentiality of the legal parties and the witness until his death. A confidentiality statement is usually issued to ensure that no piece of information will be disclosed unnecessarily or before the due time.

Celebrities usually have confidentiality statements for their workers to avoid their privacy being publicized. A confidentiality statement is a written agreement between two parties that no information of one party (usually the issuer) will be disclosed or manipulated in any way by the other party without the consent of the first party. If a breach of the confidentiality statement happens, the party at fault can be sued or is obliged to make proper compensation.

A confidentiality statement can be very wordy as it lists out all the terms and conditions of the agreement between the two parties. It will state the personal details of the two parties and the areas of confidentiality as well as the consequences for any breach of trust.

A confidentiality statement template will contain the following information:

* Legal company Name & Address

* Involved Parties’ Personal details

* Date of Statement issued

* Subject of confidentiality

* Terms and condition of confidentiality

* Consequences of breach of trust

* Date of enforcement

* Agreement to effect the confidentiality statement

* Signatories

Consider the attached sample template for your convenience.

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Statement Templates

Cash Flow Statement Template

Every business, whether big or small, is set up to be profitable. It would need a cash flow statement. A cash flow statement is an important piece of financial document that reflects the financial health of the business. An individual can also create his own cash flow statement on his personal expenses.

A cash flow statement can be simple or complicated depending on the range of transactions that are involved. A company has to record its cash receipts, cash paid out and its operating data together in the cash flow statement.

A cash flow statement tracks these values on a monthly basis to monitor the financial health of the company.

The Cash flow Statement template may record the following information:

* Company Name

* Company Address

* Statement Date

* Cash on Hand

* Cash Receipts

* Cash Paid Out

* Purchases

* Expenses

* Gross Wages

* Taxes

* Principal amounts

*Essential Operating Data

* Sales Volume

* Accounts Receivable

* Bad debt

* Accounts Payable

* Inventory on hand

The above information gives the latest cash flow figures of the company.

As the values are on a monthly basis, the financial health of the company is monitored to ensure that the company is not impacted with any adverse effect.

The company will need to restructure their marketing plan or business operation to ensure that the cash flow for the following months will be improved.

Consider the attached sample template for your convenience.

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Statement Templates

Business Financial Statement Template

Businesses and individual will find themselves in a financial situation where they need to account for their financial capacity. A business financial statement is usually designed and structured to display the financial happenings of the business or individual.

A business financial statement can be very complicated to the non-financial savvy. But it contains some essential sections such as income, revenue, balance sheet, assets and stock. Each section is very important to reflect the status of the company. The bottom line figure of each of these sections reflects the financial health of the company.

A business financial statement template may require the following information:

* Company’s Name & Address

* Financial Year of Company

* Date of Presentation

* Income statement

* Revenue statement

* Balance sheet

* Assets sheet

* Stock sheet

Although every section of the business financial statement is important to reflect the financial state of the business, the more common statements that are scrutinized are the income statement and balance sheets.

The Income statement records the input of finances to the company which is always the first financial sheet required by any shareholder to confirm how much money the company drawing in from its businesses.

The balance sheet is another important account in the financial statement as it records the expenses minus from the income to reflect the balance amount in the company, which determines the viability of the business. It includes the assets, liabilities and shareholder equity information.

Consider the attached sample template for your convenience.

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Statement Templates

Billing Statement Template

When a company performs transactions with another company on a regular basis, there will be a record of those transactions. It is common for a billing statement to be issued by the supplier to the customer on a monthly or regular basis. This helps both parties track the types of transactions that have been performed and confirm the transactions.

Once the billing statement is confirmed, a billing invoice can be issued. Or it can be that the invoices are issued and the billing statement lists all the invoices issued as a confirmation of transaction for payment.

A billing statement template would contain the following information:

* Company Name & Logo

* Company Address & Contact

* Client’s Name & Address

* Client’s Contact Information

* Statement Number

* Billing Date

The body of the billing statement template registers the details of the transaction performed in various columns to confirm the transaction:

* Date

* Item

* Quantity

* Description/Explanation

* Invoice Number

* Payment

* Balance

* Total

The billing statement allows the customer to check through his own records to confirm all the transactions performed with the supplier.

The Billing statement can include the type of payment expected from the customer at the bottom, such as “Cash terms only” or “Please note outstanding balance”. There can be other short note reminders on the billing statement to the customer.

A billing statement can include a remittance section for reference.

Consider the attached sample template for your convenience.

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Statement Templates

Bank Statement Template

Almost every adult or working person would have some dealings with the bank. The smallest type of transaction may be a savings or checking account.

Each type of account with any bank will require the bank to inform its customers the status of account every month. The bank normally sends a bank statement to its customers to inform them of their financial condition with the bank.

Hence, the bank statement template can contain the following types of information:

* Bank information

* Name & address

* Contact name and number

* Branch

* Customer information

* Customer name and address

* Transaction information

* Type of transaction

* Account Number

* Statement date

* Outstanding balance

* Investment Position

* Credit card Position

* Banking Activities

* Special Activities

* Transactions date

* Transaction description

* Transaction amount

* Investment portfolio

Today, the bank statement can be very detailed depending on the bank service level and the customer’s transaction activities. A bank statement can be just one page of consolidated information or it can be a few pages listing all the details of all transactions conducted by the customer

A customer may be involved in some investment or holds a few credit cards with the bank. All related transactions will be listed out on the bank statement to update the customer on the transactions performed. This allows the customer to keep track of his monthly transactions and his account balance.

Consider the attached sample template for your convenience.

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Statement Templates

Witness Statement Template

A witness statement is a declaration of some testimony that an individual records on paper before an attorney on an action or incident that the individual is involved in or privy to information that is related to the situation.

A witness may need to have his involvement recorded for legal proceeding purposes which may be challenged and questioned in further detail in court. A witness must speak the truth; otherwise, he would be performing perjury which could subject him to heavy penalties.

A witness statement template can be very easy as it records the testimony of the witness in simple format. There may be a left column to allow some rebuttal or notes to be scribbled for further investigation or action.

A witness statement template allows easy recording, storing, modifications and retrieval of the witness’ testimony any time.

A witness statement template may have the following components:

* Legal company name and address

* Attending attorney to the case

* Case title and description

* Date of handling

* Witness’ name and contact information

* Witness’ personal details

* Witness’ involvement in the case

* Witness’ personal testimony on the case

* Doubtful questions presented

* Facts about the case

* Issues for discussion

* Statements of attending attorneys

* Other involved personnel

A witness statement must be viewed upon seriously; hence, the witness must be clear minded to recall the case incidents carefully while telling the whole truth.

Consider the attached sample template for your convenience.

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