0资信调查

资信调查管理制度一、总则本制度是为了规范和加强公司对客户或合作伙伴的资信调查工作，确保公司在开展业务活动时能够对风险进行有效的评估和控制，维护公司的利益和声誉，同时也是为了规范员工在资信调查工作中的行为，保障信息的安全性和保密性。

二、适用范围本制度适用于公司所有部门和人员，包括但不限于销售部门、财务部门、风控部门等相关工作人员，在进行客户或合作伙伴资信调查方面的工作。

三、工作流程1. 审批流程╭────────────╮│申请│├────────────┴──────╮│审批│├────────────┬──────╯│领导批准│╰────────────╯所有对客户或合作伙伴进行资信调查的工作都需经过相关领导审批后方可进行，审批流程需确保审批过程的合规性和规范性。

2. 资料收集对客户或合作伙伴进行资信调查时，需要收集相关的资料，包括但不限于公司财务报表、个人征信报告、经营情况等信息。

所有收集到的资料需经过严格的审核和核实，确保准确性和真实性。

3. 调查分析收集到的资料需要经过系统性的分析和评估，包括客户的信用状况、还款能力、经营状况等方面。

在分析过程中，需要充分考虑客户或合作伙伴的行业特点，综合评估其风险情况。

4. 报告撰写根据资信调查结果，需要及时撰写资信调查报告，包括客户的基本情况、风险评估、建议意见等内容。

报告内容需要准确、清晰，能够为公司的决策提供有力支持。

5. 存档管理完成资信调查工作后，需将相关资料和报告进行存档管理，确保信息的安全性和保密性，便于追溯和核实。

四、调查责任1. 销售部门销售部门是公司开展业务的重要部门，对客户的了解和信用情况尤为重要。

销售部门需要负责客户资信情况的初步了解和采集工作，并及时向风控部门递交资信调查申请。

2. 财务部门财务部门作为公司财务状况的监管和管理部门，需要对客户的经营状况进行综合评估和分析，提供客观的财务数据支持。

3. 风控部门风控部门是对客户资信情况进行综合评估和分析的部门，需要对客户资信情况进行全面的把控和管理，确保公司的风险可控。

关于薪酬调查报告11篇关于薪酬调查报告1一、专业经理层年薪逼近15万据该报告的调研数据显示，苏州地区部门经理层年薪中位值为256854元，薪酬涨幅为11、2%；专业经理层年薪中位值逼近15万，涨薪幅度为12、8%，专业经理层薪酬水平逼近一类城市，在二线城市中位于前列；主管与专员层年薪中位值分别为92563元和46658元，参与调研企业大多是园区企业，第二产业集中，生产一线工人人才竞争较为激烈，带动操作层薪酬水平不断上涨，年薪中位值为35840元，涨薪幅度为14、5%。

二、IT、电子制造行业薪酬领跑全行业IT/电子制造业是苏州开发区的主要产业，大部分都有外商投资背景，人才竞争激烈，近三年，薪酬涨幅都超过12%。

根据调研数据显示，以苏州IT/电子制造业薪酬水平为基数，化工/化学制造和医药制造薪酬系数分别为0、94和0、92，前者也是苏州经济发展的重点行业，薪酬增长较快；此外，机械制造和服装纺织、快速消费品行业也是苏州经济支柱产业之一，薪酬系数分别为0、88、0、85和0、82、三、周边地区薪酬水平比较苏州的GDP排名第五，仅次于一线城市北上广深，位列二类城市之首。

苏州是外资开放时间较早的城市之一，投资环境利好，部分国际500强企业投资建厂。

苏州的地域特点决定了人才会面临着激烈的竞争，苏州周边，不仅有中国金融中心的上海，还有杭州、南京、无锡等经济发达城市。

苏州薪酬水平虽然领跑华东地区二线城市，但城市间薪酬差距并不明显。

以上海地区薪酬水平为基数，苏州薪酬系数为0、96，与上海的薪酬差距在缩小；省会城市，杭州和南京的薪酬系数分别为0、93和0、91，第三产业集中，薪酬涨幅也很快；以前作为苏州地区主要人才竞争地的无锡、常州、湖州三地，如今与苏州的薪酬差距已经拉开，薪酬系数分别为0、89、0、85和0、82、四、高新技术产业薪酬优势明显苏州经济开发区的.数量、规模和质量在全国来讲都是佼佼者，国家级的经济开发区就有8个之多。

资信调查的问询和回复资信调查是指通过书面邮件向有关方面调查贸易对象的经济状况，信用，声誉和经营模式等方面的信息。

可以向银行和商会进行资信调查，但是银行不能给出和银行没有业务往来的企业的信用记录。

因此，需要开立信用证时，对方必须要从办理他公司业务银行处开立信用证。

无论资信调查的结果如何，必须要写信回复提供信息的机构并表示感谢。

资信调查的信件，一般在信头要写上“Confidential （机密）”或者“Private and Confidential (机密请亲启)”样信：（Favourable reply 有利的回复）Our ref:Your ref: PC/HYApril 14, 2008The Bank of ChinaShanghai BranchShanghaiChinaPrivate & ConfidentialDear Sirs:We have now received from the National Bank of Nigeria the information you asked for in your letters of April 4. The Auto Engineering Co., Ltd. you mentioned is a private company run as a family concern by three brothers and wan founded fifteen years age. It enjoys a good reputation. As far as our information goes it is punctually meeting its commitments and a credit in the sum you mention would seem to be safe.This information is confidential and is given without any responsibility on our part.Yours faithfullyBarminster Bank Ltd.常用词汇词组standing credit 定额贷款concern (n.) 商行财团reference （身份，能力等的）证明书，证明人with（in）reference to 关于…commitment （n.）义务recover (v.) 收回overtrading (a.) 过额贸易standing (n.) 地位，声誉，名声; (a.) 定额的credit (n.) 贷款借贷，诚实，正值，信用Letter of Credit 信用证irrevocable L/C 不可撤销信用证enquire into 代为查询dealer （n.）商人due (a.) 应付，适宜的，预期的，预定的overdue 迟到的due to 由…引起的as far as we know 就我们所知promising (a.) 有希望的moderately (adv) 适度的insurance (n.) 保险freight (n.) 运费enclose (v.) 封入illustrated (a.) 有图片的place (v.) 订货discount (n.) 折扣prompt shipment 即装invite （v.）邀请separate (a) 分开的，各自的（v.）分开，分离demand （n.）要求，需求(v.) 要求，需求常用词汇词组询问的信件可以写的简单一点，但是还是要很有礼貌。

1、借款种类：2、借款用途：3、借款金额及币种（大写）：日止共；5、还款来源：在符合自身情况对应后面打钩：一、户口性质:常住户口□ 蓝印户口□ 暂住户口□二、年龄 :25-30岁□31-35 □36-45 □45-55岁□三、家庭结构 :已婚有子女□已婚无子女□未婚□四、有无犯罪记录：有□无□五、从事行业 : 国家机关□事业单位□医生教师等□ □上市公司或知名企业□国有企业□ 金融业□外资企业□ 制造、建筑业、运输业□ 供水、供气、供电□私营企业□ 本地居民□其他□六、职位: 单位负责人□ 部门主管□ 一般职员□七、主要收入来源: 工资□ 投资分红□ 佣金□ 租金□他人供养□ 其他□八、平均月收入(人民币):10000以上□ 7000-10000 □ 4000-7000元□ 4000元以下□九、从事目前工作年限:8年以上□ 5-8年□ 3-5年□3年以下□十、配偶职业情况 :国家机关□事业单位□医生教师等□ □上市公司或知名企业□其他□十一、配偶月均收入情况 :10000以上□ 6000-10000 □ 4000-6000元□ 2000-4000□十二、不动产情况 :有不动产，无权利瑕疵□ 有不动产，有权利瑕疵□商品房□福利房、微利房□自建房□十三、不动产价值 (市场评估价) : 100万以上□ 50-100万□20-50万□ 20万以下□十四、不动产负债比例%(不动产首付款加已供款项/买卖价):70-80 □ 60-70 □ 50-60 □ 40-50 □ 30-40 □ 20 □以下十五、以往贷款信用情况及用途:贷款记录良好□ 贷款记录较差□无贷款□十六、保证方式：担保□抵押□申请人：年月日。

对于新开发的客户，如何调查客户资信情况我们新开发的客户很多，必须由新客户的不断开发才能保证出口业务不断壮大，而且老客户也不可能总是和你合作，所以开发新客户是必须的。

但是新客户的资信调查是必须的，尤其是对于新客户订单大付款方式要求比较有风险的客户进行客户资信调查是非常必须的。

对于新开发的客户而且客户的付款条款比较有风险该如何调查客户we would like to know whether the XXX company is in the wholesale trade.我们想知道XXX公司是否是批发商。

we should be glad to know if XXX ltd. is among the leading wholesale firms in your country.我们希望知道XX公司是不是你们国家大型批发商。

we shall appreciate it if you will let us know their financial position. 如果你能告诉我们他们的财务状况我们将非常感激。

we should be pleased to know whether they have the reputation of paying promptly. 我们非常想知道他们是否有及时付款的信誉。

any information you can give us as to their capital would be greatly valued by us.我们将非常珍惜你能给我们关于他们的资本信息。

will you please be good enough to obtain for us all the information possible respecting the financial standing and modes of business of .... 请你帮助我们获取关于他们的财务状况和商业模式，我们不胜感激。

致：XXX律师事务所委托人：×××（以下简称“甲方”），地址：……。

受托人：×××律师事务所（以下简称“乙方”），地址：……。

根据《中华人民共和国合同法》、《中华人民共和国律师法》等有关法律法规的规定，甲乙双方本着平等、自愿、诚实、信用的原则，就甲方委托乙方进行资信调查的事宜，达成如下协议：一、委托事项1.1 甲方委托乙方对下列事项进行资信调查：（1）调查目标：……（2）调查内容：……（3）调查范围：……1.2 甲方应向乙方提供与调查事项有关的全部资料，并保证所提供资料的真实性、完整性和有效性。

二、调查期限2.1 本协议自双方签订之日起生效，调查期限为____个工作日。

2.2 乙方如因特殊原因需要延长调查期限的，应提前向甲方书面说明理由，并征得甲方同意。

甲方应在接到乙方书面说明后____个工作日内回复。

三、调查费用3.1 乙方向甲方提供的资信调查服务费为人民币____元（大写：……元整）。

3.2 调查费用包括但不限于：资料收集费、通讯费、差旅费、鉴定费、翻译费等。

3.3 乙方应在收到调查费用后____个工作日内开具正规发票。

四、保密条款4.1 乙方在调查过程中所获悉的甲方商业秘密、个人隐私和其他敏感信息，应予以严格保密。

4.2 乙方不得将调查结果泄露给与调查事项无关的第三方。

五、违约责任5.1 乙方未按约定时间完成调查的，应向甲方支付违约金，违约金为调查费用的____%。

5.2 甲方未按约定时间支付调查费用的，应向乙方支付滞纳金，滞纳金为应付款项的____%。

六、争议解决6.1 双方在履行本协议过程中发生的争议，应首先通过友好协商解决；协商不成的，可以向有管辖权的人民法院起诉。

七、其他约定7.1 本协议一式两份，甲乙双方各执一份。

7.2 本协议自甲乙双方签字（或盖章）之日起生效。

甲方（盖章）：______________ 乙方（盖章）：______________代表（签名）：______________ 代表（签名）：______________日期：________________ 日期：________________注：本授权委托书范本仅供参考，具体内容需根据实际情况进行修改。

目录Chapter 1 外贸函电1. 资信调查Credit Information2. 推销Salesmanship3. 建立贸易关系Establishing Business Relations4. 询盘Inquiry5. 报盘Offer6. 还盘Counter-offer7. 下订单Order8. 接受订单Accepting the Order9. 拒绝订单Declining the Order10. 支付方式Terms of Payment11. 催款Reminder12. 更改信用证Amending the L/C13. 理赔Settlement of Claims14. 代理AgencyChapter 2 商务报告1. 建议报告Proposal Report2. 工作进度报告Progress Report3. 述职报告Work Report4. 说明报告Introduction Report5. 总结报告Final Report6. 可行性报告Feasibility Report7. 评估报告Appraisal Report8. 市场调查报告Investigation ReportChapter3 行政文书1. 便条Note2. 启事Announcement3. 简报Briefing4. 广告Advertisement5. 备忘录Memorandum6. 介绍信Letter of Introduction7. 会议日程表Agenda of the Meeting8. 会议记录Minutes9. 公司决议Directors’ ResolutionChapter 4 申请函1. 请假申请Application for Leave2. 加薪申请Application for Salary Revision3. 申请调动工作Application for Transferring4. 申请辞职Resignation Letter5. 晋升申请Promotion ApplicationChapter 5 通知1. 面试通知The Interview Notice2. 业务通知Business Notice3. 新任命通知Newly Appointed Notice4. 团体通知Groups Notice5. 拜访通知Visit Notice6. 扩张营业通知Business Expansion Notice7. 建立新公司通知Establishing a New Company Notice8. 会议通知Meeting Notice9. 收购通知Purchase NoticeChapter 6 信用证1. 即期/远期自由议付信用证Sight / Time Freely Negotiable L/C2. 可撤销/不可撤销信用证Revocable / Irrevocable L/C3. 可转让/可分割信用证Transferable / Divisible L/C4. 保兑/不保兑信用证Confirmed / Unconfirmed L/C5. 循环信用证Revolving L/CChapter 7 单证1. 海运提单Bill of Lading2. 保险单Insurance Policy3. 汇票Draft / Bill of Exchange4. 装船通知Shipment Advice5. 装箱单Packing List6. 质量/数量证明书Quality / Quantity CertificationChapter 1 外贸函电1. 调查Credit InformationDear_______,We would like to_______( 我方目的). We understand that_______( 了解情况). So we want to ask you if they are_______( 咨询情况) so that we may take steps to_______( 采取措施后达到的目的).We will be obliged if you will kindly give us the information about_______( 相关信息).Any information you provide will be highly appreciated and kept in strict confidence. We shall be pleased to oblige if you need our services at this end.We are awaiting your early reply.Yours sincerely,×××2. 推销SalesmanshipDear_______,We have imported_______( 产品名称)._______( 产品引人注目点) is well-known and universally acknowledged. So, we feel sure that you may be interested in them, and this kind of new products will_______( 销售情况).We are mailing you_______( 附件名称). If you have interest in our products and find a good market for the new products, please let us know. We are offering you good products on generous terms in order that you can_______( 对方受惠处).We are looking forward to your early reply.Yours sincerely,×××3. 建立贸易关系Establishing Business RelationsDear_______,We have obtained your name and address from_______( 信息来源) and are glad to establish business relations with you.We_______( 业务情况), moreover, there is a good demand for_______( 产品名称). So, we feel sure we can sell large quantities of_______( 产品名称).As to our standing, we are permitted to mention the_______( 资信单位) as a reference.Please let us have all necessary information regarding_______( 相关信息). If_______( 交易条件), we would_______( 下何种订单).Yours sincerely,×××4. 询盘InquiryDear_______,Thank you for your_______( 贵方信息).We have connected with a number of our customers in this area and many of them have interest in ______( 产品名称). So, there is a large demand for_______( 产品名称) here. Would you please make us an offer for_______( 产品名称).If your quotation is attractive to the customers, we will place a_______( 订单类型) order with you.We look forward to your favorable reply.Yours sincerely,×××5. 报盘OfferDear_______,We were very pleased to receive your letter of_______( 日期) answering_______( 询问情况), and as requested, enclose_______( 附件名称).We think our products are_______( 产品性能)._______ ( 交易条件). We therefore advise you to place your order with us at once.We look forward to your reply.Yours sincerely,×××6. 还盘Counter-offerDear_______,We thank you for your letter of_______( 日期) offering us_______( 产品数量) of the subject goods at_______( 报价).Although we are in urgent need of such product, we find your price_______( 对方价格情况).Your quoted price will_______( 此报价的结果). To tell you the truth, we have received quotations_______( 百分数) lower than yours. Should you be prepared to reduce your price by, say,_______( 百分数), we might come to terms.Considering_______( 鉴于因素), we make you such a counter-offer._______( 希望对方考虑报价原因).We hope you will consider our counteroffer most favorably and let us know your acceptance as soon as possible.Hope to hear from you soon.Yours faithfully,×××7. 下订单OrderDear_______,We acknowledge with thanks the receipt of your quotation dated_______( 日期) and noted the total_______( 币种、金额)_______( 地点). We agree to this price, and would ask you to accept this order-letter as our official order.The payment is being made by_______( 付款方式) today. In view of_______( 鉴于条件), we should appreciate it if you agree to_______( 我方要求).We look forward to your reply as soon as possible.Yours faithfully,×××8. 接受订单Accepting the OrderDear_______,Thank you for your order_______( 产品名称、型号).The goods are_______( 产品状况) and will be delivered on time.It is a pleasure to_______( 乐意之事) and we hope you will be satisfied with the_______( 满意之处) of our goods. On receiving your credit from the bank, we will make up your order.We will have the pleasure of receiving further orders from you.Yours sincerely,×××9. 拒绝订单Declining the OrderDear_______,Thank you for your order_______( 产品型号) for_______( 产品名称) which we received today. We regret that, owing to_______( 原因)，we are unable to fill your order.Moreover, our manufacturers can not undertake to entertain your order for future delivery owing to_______( 进一步原因).We will, however, contact you once supply improves.In the meantime, please feel free to send us your specific enquires for other types of_______( 其他型号产品). You can be assured of our best attention at all times.Yours faithfully,×××10. 支付方式Terms of PaymentDear_______,We have thoroughly considered the terms of payment discussed with your_______( 人名). We are in agreement with your proposals and hereby give you the terms and conditions which have been agreed upon as follows:(1) Your terms of payment are_______( 支付方式).(2) The price quoted to us are_______( 价格条款). The above terms of payment were approved by_______( 批准单位或个人) and will be acted upon accordingly. The relative order is now being prepared and will be sent to you in the course of_______( 时间).Your early reply would be very appreciated.Yours faithfully,×××11. 催款ReminderDear_______,Account_______( 号码)As you are usually very prompt in settling your accounts, we wonder whether there is any special reason why we have not received payment of the above account already_______( 欠款拖期) overdue.We think you may not have received the statement of account we sent you on_______( 日期) showing the balance of_______( 币种、金额) you owe. We send you a copy and hope it may have your early attention.We hope your early reply.Yours faithfully,×××12. 更改信用证Amending the L/CDear_______,We have received your L/C No._______( 订单号) issued by_______( 开证行) for the amountof_______( 金额) covering_______( 产品名称). After reviewing the L/C, we foundthat_______( 出错地方).We, therefore, are writing this letter, asking you to amend the L/C to read, “_______”( 修改款项).We shall be glad if you see to it that amendment is cabled without any delay, as our goods have been packed ready for shipment for quite some time.We look forward to your early reply.Sincerely,×××13. 理赔Settlement of ClaimsDear_______,On_______( 日期), I placed a large order for your expensive_______( 产品名称). Unfortunately, our customers reflected_______( 反映的问题). We are very disappointed with this order. We can’t sell them. On the advice of_______( 人名)I am returning_______( 产品名称).Please arrange_______( 补救措施) as soon as possible.We look forward to your early reply.Yours,×××14. 代理AgencyDear_______,We_______( 公司性质).We would like to inform you that we want to get the potential market for_______( 产品名称) in this area. So, we want to become a sole agency. We would, however, be willing to engage in trial collaboration with your company to see how the agreement works.We are very interested in_______( 感兴趣之事) with your factory for the promotion of your products in_______( 地点).We look forward to your early reply.Yours sincerely,×××Chapter2 商务报告1. 建议报告Proposal ReportINTRODUCTIONOur company has recently_______(发生了什么事，即写作背景)._______( 何人，多是上级) has asked me to write a report to_______( 写给何人) on_______( 何时). This report_______( 关于何事) and is to_______( 为了什么，即写作目的).FINDINGSAfter looking into all the complaints,_______( 指出问题都出现在哪些方面).●_______ ( 问题1)●_______ ( 问题2)●_______ ( 问题3)●_______ ( 问题4)CONCLUSIONSIn a word, there are_______( 需要改进的地方) that are in need of improving. RECOMMENDATIONSBased on those findings mentioned above, the following_______( 解决方法) are firmly recommended:●_______ ( 方法1).●_______ ( 方法2).●_______ ( 方法3).●_______ ( 方法4)._______ ( 报告撰写人签名，职务)______(报告撰写日期)2. 工作进度报告Progress ReportTo:_______( 向谁报告),_______( 该人的职务)From:_______( 写报告的人),_______( 职务)Date:_______( 写报告的当天日期，注意英美格式的区别)Subject:_______( 报告的主题、大体内容)Period: From _______to_______( 起止时间)INTRODUCTION:Last month, as you_______( 要求), I was_______( 背景介绍). They were reportedto_______( 出现什么情况).ACTIVITIES DONE IN THIS PERIOD:●During the last month, I’ve been_______( 完成的工作1).●After observing other machines for several days, I find that_______( 完成的工作2).●I have also been to_______( 地点), and find that_______( 完成的工作3).PLANS FOR THE NEXT PERIOD:●I’ll_______( 采取的措施) and try to_______( 计划1).●If the problems remain the same or can’t be solved, I have to_______( 计划2).●If that’s the case, I have to ______(计划3)3. 述职报告Work ReportTo:_______( 报告写给谁),_______( 该人的职务)From:_______( 写报告人),_______( 职务)Date:_______( 写报告的日期)Introduction:Being promoted as_______( 职务名称)_______( 时间), I have been in charge of_______( 主要职责) for_______( 工作部分) in_______( 地点) , including_______( 管辖的工作). Conclusions of work done so far:1._______( 业绩1)●In order to make more clients know and use our_______( 产品名称),I have_______( 具体完成情况1).●I have managed to_______( 具体完成情况2). Our slogan is“Client is the answer”and their satisfaction is our goal. Through personal, emotional and effective communication, wehave_______( 做了什么), so as to_______( 取得的效果).2._______( 业绩2)●By the end of the year_______(年份), our Section has_______(具体完成情况). While at this time of the year 2008, the sum of_______( 具体名称，如产品等) has_______( 用具体数字来说明).●During the year 2008, more than_______( 具体数字) are being opened and_______( 具体数字) are added to our account.Problems and Obstacles:●Due to the lack of_______( 问题出现的原因1), despite the rise in_______( 具体名称，如销量) , it hasn’t_______( 具体问题1).●Due to the new system’s failure to_______( 问题出现的原因2), some big clients_______( 具体问题2).Plans for the future:●To attract_______( 工作设想1).●To enhance_______( 工作设想2).●To intensify_____(工作设想3)4. 说明报告Introduction ReportTo:_______( 报告写给谁)From:_______( 写报告人)Date:_______( 写报告的日期)Overview of the product:The_______( 公司名称) Corporation has launched its latest brand-new product _____( 产品名称). This set makes it possible for you to_______( 产品用途). It’s_______( 描述总体特征1)for the home, for the office or for the business trip. It’s easy to_______( 总体特征2). All you need is_______( 总体特征3), and neither a computer nor any special software is required. It’s also very_______( 总体特征4), as easy as making any normal telephone call.Main features:●_______ ( 特点1): With this, you can_______( 给您带来的好处). You can get_______( 给您带来的好处) and_______( 给您带来的好处) is guaranteed by_______( 保证措施).●_______ ( 特点2): This means that you can_______( 给您带来的好处).●_______ ( 特点3): It’s an important treat which means that you can_______( 给您带来的好处).How to use:See the attached_______( 文件名称).Attentions:●Make sure that_______( 注意事项).●Do not use_______( 设备名称) with_______( 其他设备) , for_______( 原因、理由)5. 总结报告Final ReportTo:_______( 报告写给谁)From:_______( 写报告人)Date:_______( 写报告的日期)Introduction:This year’s_______( 活动或事件名称) was held in_______( 举办地点) from_______to_______( 活动的起止时间). The_______( 活动或事件名称) attracts_______( 人数) from all over the world,_______( 对此活动或事件做简单介绍). We feel_______( 感受、体会) and at the same time,_______( 感受、体会).Findings:Since this is the first time for us to_______( 做了什么事), we find that_______( 产生了什么想法).●_______ ( 问题1).●_______ ( 问题2).Conclusions:During_______( 活动), we feel it’s so_______( 描述你的体会) to participate in such fairs, so asto_______( 以期达到的效果). Recommendations:Based on_______( 提出建议的依据), we’d like to make the following suggestions:●_______ ( 建议1). We should_______( 给出具体理由或做法).●_______ ( 建议2). The promotion campaign should_______( 给出具体理由)6. 可行性报告Feasibility ReportTo:_______( 报告写给谁)From:_______( 写报告人)Date:_______( 写报告的日期)INTRODUCTION_______ ( 时间) ago, I_______( 背景介绍) to see whether we could_______( 项目名称). This report is to_______( 此报告的目的) and to make recommendations about_______( 与项目有关的活动).METHODOLOGYThe information was mainly achieved by_______( 调研方法).FINDINGS_______ ( 对方名称) is already working on_______( 对方已经在做的工作).They are very positive about_______( 对方的态度).They propose an idea of_______( 对方提出的合理化建议)CONCLUSIONSThe_______( 方案类型) program is very_______( 对项目前景做简单描述). This project looks_______( 可行与否), and it shows a_______( 成功率高还是低) possibility for success. RECOMMENDATIONSThus, we should_______( 对后续工作的建议) and_______( 对后续工作的建议)as soon as possible, and_____(对后续工作的建议) with their manages.7. 评估报告Appraisal ReportINTRODUCTION:Due to_______( 评估发生的背景),_______( 何人，上级) has asked me to investigate and check out_______( 评估对象) and_______( 评估结果) should be taken to handle them. METHODOLOGY:I, therefore, _______and_______( 调研方法) for_______( 调研时间段), from_______to_______( 调研起止时间). After a thorough and careful examination, I got the most common problems and gave my suggestions accordingly below. APPRAISAL SUGGESTIONS: ●_______ ( 调研结果1)._______should_______, so that_______( 评估建议1).●_______ ( 调研结果2). This should _______so as to_______( 评估建议2).●_______ ( 调研结果3). We should _______to_______( 评估建议3).●_______(调研结果4).The technical department should ____(评估建议4).●8. 市场调查报告Investigation ReportINTRODUCTIONAs_______( 原因), more and more people_______( 现象). As a result,_______( 调查背景介绍)._______( 时间),_______( 颁布规定单位) launched_______( 新颁布的规定的名称), and as reinforcement, this regulation is approved to continue for another period this year. What will this regulation impact_______( 调查对象) here?METHODOLOGYFrom _______till_______( 调查起止时间), we have been_______( 调查方法) investigationon_______( 调查对象), by_______( 调查方法), through _______and_______( 调查方法), with people in_______( 调查范围) to see_______( 调查意图).FINDINGS●The impact on_______( 主体名称): the survey result shows that_______( 调查结果). They argue that_______( 原因分析).●The impact on_______( 主体名称): as the survey suggests,_______( 调查现象) in the surveyed people. Most of them choose to_______( 采取的对策),_______( 给出原因). CONCLUSIONSFrom the above findings, we tend to_______( 总结上面得出的结果). Therefore, it’s safe to come to the conclusion that_______( 给出结论).Chapter 3 行政文书1. 便条NoteTo:_______( 便条接收人姓名)_______( 便条接收人职位)_______( 人名) called from_______( 地名), wanted you to call him todaybefore_______( 时间) or any time_______( 其他时间) on_______( 电话号码).Message taken by:——（留言者姓名）2. 启事Announcement_______( 启事的标题) NoticeAs a result of_______( 搬迁原因), our company has decided to move from_______( 原来地址) to_______( 新地址) on_______( 日期). The changes in_______( 搬迁后的变化) are as follows:Address:_______( 新地址，从小到大排列)Post Code:_______( 新邮编)Fax:_______( 新的传真号码)Tel. of Front Desk:_______( 新的前台电话号码)Tel. of HR Dept.:_______( 新的人事处电话号码)Tel. of Account Dept.:_______( 新的财务处电话号码)Tel. of Sales Dept.:_______( 新的销售部电话号码)______( 公司名称)______（启事日期）3. 简报Briefing_______( 公司名称)_______( 哪个方面) Briefing(No._______( 数字，指明是第几期)______（部门名称）Department,_______（公司名称）______（年、月、日）The_______( 会议名称) is held officially in_______( 地点) on_______( 日期)._______,_______,_______, and_______( 出席会议的人员) are all present. The conference is presided over by_______( 由谁主持), the_______( 该人职务). On behalf of the Board,he/she_______( 会议主要内容1) in the past year and_______( 主要内容2) for the year 2009. The conference makes a thorough summary of_______( 会议内容) in the past year and gives the following details: ( 用典型事例来展开陈述上面导语部分的内容1) first,_______( 事例一); second,_______( 事例二); what’s more,_______( 事例三), .... However, there are still some room crying for improvement, such as_______, _______,_______and_______( 需改进方面). The conference also set the goals for the next year. ( 用典型事例来展开陈述上面导语部分的内容2) First,_______( 事例一), so as to_______( 目的一); Second,_______( 事例二) ，so asto_______( 目的二).When making his/her summary of the conference,_______( 人名) says that the work emphasis for the year_______( 年份) will_______( 指明事情发展趋势，或提出希望及今后打算) in the new year.Submission to:_______( 报送上级机关或单位名称)Sending to:_______( 送同级或不相隶属机关或单位名称)Detaching to:_______( 发下级机关或单位名称)( ____（数字，指出总的印发分数）copies totally)4. 广告AdvertisementOur products are sold in_______( 国家名称) and well appreciated by their purchasers. Our products are famous for_______( 产品的优势). We take customers as our Gods，we will doeverything to satisfy the requirement of customers. Our slogan is：_______( 广告语).5. 备忘录MemorandumTO:_______( 收件者)FROM:_______( 记录员)DA TE:_______( 日期)SUBJECT:_______( 主题)BODY_______( 正文)6. 介绍信Letter of IntroductionDear_______,We are pleased to introduce_______( 人名), our_______( 被介绍人职位)._______( 人名)_______( 事由).We shall be most grateful if you will introduce him/her to_______( 介绍单位或人)and give him any help or advice he/she may need, and will always be happy to reciprocate.Yours sincerely,×××7. 会议日程表Agenda of the Meeting_______Meeting(会议主题)_______( 时间)_______( 地点)1._______( 欢迎辞)2. Minutes of last meeting_______( 宣布上次会议记录)3._______( 内容1)4._______( 内容2)5. (any other business)_______( 其他内容)The end8. 会议记录MinutesMinutes of_______( 会议性质) Meeting_______( 会议名称)Time:_______( 会议日期),_______( 会议起止时间)Place:_______( 会议地点)Present:_______( 出席者姓名1)______( 出席者姓名2)....Absent:_______( 缺席者姓名)(_______缺席原因)Presided by:_______( 主持人)Taken by:_______( 记录人)Summary of the meetingThe_______( 主持人)opens the meeting at_______( 时间) and he/she announcesthat_______( 宣布的内容) and all the people present discuss the details to make preparationsfor_______( 准备项目).●They think it’s better to_______( 发言总结1).●As the Blue Restaurant is fully reserved, they decide to_______( 发言总结2).●In the Exhibition Summary at_______( 时间) as scheduled, all the participants arerequired to_______( 发言总结3).Any other business______( 会上提到的其他事情，一般是与会议议题有关但关系不大的事)AdjournmentThe_______( 主持人) thanks all participants for their presence and demands that_______( 对与会者提出要求) and concludes the meeting at_______( 宣布会议结束的时间). Signature:_______( 记录人签名)Date:_____(日期)9.公司决议Directors’ ResolutionThe_______( 决议名称) ResolutionThe company held the_______( 数字) meeting of the_______( 数字) session of_______( 会议性质) on_______( 会议时间) in the_______( 会议地点). All the directors were informedon_______( 通知开会的时间) of the meeting by_______( 通知开会的方式). The number of directors supposed to attend is_______( 数字，应到人数) and the actual one is_______( 实到人数), with other_______( 数字) supervisors present too. The meeting was presided overby_______( 主持人身份及姓名) and made the following resolutions:●The_______( 决议1) was discussed and adopted.●The_______( 决议2) was discussed and approved.●The_______( 决议3) was discussed and passed.●______( 决议4).Among the_______( 数字，与会者总数) directors,_______( 数字，持赞成意见的人数) people vote for the resolutions while the rest_______( 数字，持反对意见的人数) against. Therefore, the resolutions are_______( 决议是否有效，这取决于上面的持赞成的人数) and will take effect thereafter.Signature(s): _______( 与会者签名1)_______( 与会者签名2)______( 与会者签名3)______( 公司名称，要写全称)______(决议公布的日期，不是签署或会议的日期)Chapter 4 申请函1. 请假申请Application for LeaveDear_______( 姓名),I’d like to know if it would be all right if I leave_______( 地点) for_______( 原因) starting from_______( 日期). Because_______( 请假原因). I trust my enforced absence will not give you any serious inconvenience. Please understand my situation.Thank you very much!Sincerely,×××2. 加薪申请Application for Salary RevisionDear____,I’m grateful for the opportunity to work for you and I enjoy doing so. I hope you’ll agree that, during the years when I have worked under your leadership, I’ve become_______( 公司担任角色) and accomplished a great deal.For example, in_______( 工作期限), I’ve_______( 工作、服务或重大成就). However, I’m still working for the initial salary on which we agreed_______( 起薪制定时间). As I recall, we also agreed to renegotiate my salary in two years based on_______( 制定薪水依据), and that time has come. In light of my accomplishments and as per our agreement, I’m respectfully requesting an immediate pay rise of_______( 薪水增长幅度).I’m willing to negotiate, as per our agreement. If you would like to meet to discuss this, please let me know.Thanks again for the opportunity. I look forward to continuing to be a key player on your team in a mutually-rewarding relationship.Yours sincerely,×××3. 申请调动工作Application for TransferringDear___,I_______( 调换工作原因)；moreover, I want to gain additional experience in_______( 行业).In my new assignment I will be in charge of_______( 新的工作任务).I hope this request can be approved by you. I would like to take this opportunity to thank you for the support and friendship you extended to me during my stay here.Best wishes!Yours sincerely,×××4. 申请辞职Resignation LetterDear_______,I regret to inform you that I decided to resign from my present position as_______( 职位) because_______( 辞职原因).Thank you for giving me a chance to_______( 在公司得到的帮助) during the years when I have worked under your leadership. I am sorry to leave_______( 离开时间) and I hope my resignation would not cause you much inconvenience.Thank you for your kind attention and I would appreciate it if you could accept my letter to leave your service.Yours sincerely,×××5. 晋升申请Promotion ApplicationDear Mr._______,Please allow me to introduce myself first._______( 简单介绍). I had been_______( 之前职位). The reason I am writing this letter is that I am interested in filling the vacancy left. All these years I have performed my arduous tasks with seriousness, I am quite confident I will do a good jobas_______( 晋升后的职位). Please give me a chance to prove myself.Thank you for your attention to this matter.Sincerely yours,×××Chapter 5 通知1. 面试通知The Interview NoticeDear_______,Thank you for applying for a job in our company. Your_______( 知识、经验等) gave us a good impression, in order to our further understanding of each other, please come to ourcompany_______( 时间日期) to take part in_______( 参加的项目).If you aren’t convenient in time, please contact with_______( 人名) beforehand.Hereby notified.Yours sincerely,Ministry of PersonnelAddress:______Tel.: ______ 2. 业务通知Business NoticeDear_______,______( 现象) has made_______( 结果) in the membership of the firm and it is with much pleasure that we announce the admission of the_______( 姓名) as a partner._____( 人名) has been_______( 身份) for the past years and is well acquainted with every aspect of the firm’s policy. His expert knowledge and wide experience will continue to be of great value to the firm.The firm’s present name will remain unchanged and we shall continue to do business and to sign ourselves as:_______( 公司名称).We look forward to continuing with you the happy business connection that has been so much to our mutual advantage in the past.Yours sincerely,×××3. 新任命通知Newly Appointed NoticeCompany headquarters,Research by_______( 由谁决定)，the new appointed relevant personnel as follows:Appoint_______( 人名) as_______( 职位、工作).Appoint_______( 人名) for_______( 职位、工作).The above appointments decided on the date of issuance that is beginning to be implemented.Hereby appoint.______（公司名称）______（日期）4. 团体通知Groups Notice______( 通知的主题) Notice______( 通知主题) will be held on_______( 时间). All staff must observe the following procedure:1._______( 程序一).2._______( 程序二).3._______( 程序三).4._______( 程序四).If anything is unclear, inform_______( 号码).5. 拜访通知Visit NoticeDear_______( 人名),We have manufactured a range of_______( 产品名称).Would you be interested in_______( 产品名称)? I would very much like to brief you on this great opportunity. Could we make an appointment? The products are_______( 产品优势). We will undercut our retail price by at least_______( 百分数). I shall be in_______( 地点) from_______( 日期) to_______( 日期).If you would like to know more, just fax or call me.Yours sincerely,×××6. 扩张营业通知Business Expansion NoticeDear ______,To meet the growing demand for_______( 产品名称) in this area, we have decided to extend our business by opening a new department. The new department will_______( 新部门的工作介绍). In order to demonstrate the range of merchandise that will avail, we are arranging a special window display_______( 日期).We hope you will visit the new department during opening week and give us the opportunity to show you.Yours sincerely,×××7. 建立新公司通知Establishing a New Company NoticeDear ____,We respectfully inform you that on account of_______( 建立新公司原因), we have recently established a new branch at_______( 领域名称) to_______( 建立新公司目的). We have entrusted the management to_______( 人名).Yours truly,×××8. 会议通知Meeting NoticeMeeting NoticeTo:_______( 被通知人)Subject:_______( 主题)From:_______( 发通知人)The meeting for_______( 会议内容) will be held on_______( 时间) at the_______( 地点). Lunch will be provided.The agenda will be mailed by the end of_______( 时间).If you have any items to be included, please forward them to me by_______(时间).If you are unable to attend, please call_______( 电话号码) not later than_______( 时间).Thank you.9. 收购通知Purchase NoticeLadies and gentlemen,_____( 公司名称) is pleased to announce the acquisition of_______( 另一公司). We are immensely proud of this marriage of two important_______( 公司性质)—_____( 两公司名称). _____( 公司名称) was founded in_______( 年份) by_______( 人名),_______( 创始人的身份)._______( 经营年限)，______( 公司名称) has been_______( 享有的声望). Its current president is_______( 人名).We welcome_______( 公司名称) into the_______( 公司名称) family._______( 人名) will continue as President.Yours sincerely,×××。