***BEST SELLER *** Investor's Diary, personalized with your Team/Advisor name and client name or initials. Special imprint up to 4 lines or custom logo available. Turn these giveaways into gifts by foil stamping your customer's name or initials on the front cover. 

Please send your list of personalizations by email in an Excel or Word file with no item numbers, underlining, bullets or extra characters. Provide the name only. Send it exactly how you want it printed. Send the email to diaryshippinginfo@stweed.com with your order number in the subject field. Please reference your ORDER NUMBER. 

The UBS logo is stamped on the front cover in silver foil. Bound with Enclo-sure binding, this diary gives the appearance and features of a sewn-bound volume. The cover is made from Skivertex, a paper-based product with a leather-like grain emboss. The Investor's Diary keeps those important engagements well organized and simplifies long-range planning for those with the most challenging of schedules. This planner contains compound interest/taxable equivalent yield tables, a federal tax rate schedule, and three pages to record securities. The Investor's Diary also includes the following features: Week-at-a-Time and Month-at-a-Time Formats, Custom Financial Information, Gold Edges, Satin Ribbon Marker, and Bookmark inserted into White Solid Gift Box Sleeve. Please note: The gift box sleeve is not a mailing box and is not suitable for individual shipments.

Dimensions: 10" x 7"

MINIMUM ORDER 25

Please note: Orders will begin shipping in October.

We regret that we are unable to offer returns, refunds, or exchanges on this item. Please be sure that you are selecting the brand and item that you want. 

Every purchase helps provide school supplies for one classroom through DonorsChoose.