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Give clients the information they need to invest their company’s surplus cash
Many companies keep ‘rainy day’ money in case of emergencies. But what if there’s more money than the company needs? Use these materials to help start the conversation with your clients about investing their company’s surplus cash.
This content can be downloaded and shared in the way that works best for you and your clients.
Investing surplus cash - in brief
This two-page sales aid gives your client the basics of investing surplus cash and how PruFund can help in a speedy 5-minute read.
Investing surplus cash – a deeper dive
This longer brochure explains how investing can help combat the effects of inflation and low interest rates on a company’s surplus cash.
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"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at 5 Central Way, Kildean Business Park, Stirling, FK8 1FT. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company Limited. The Prudential Assurance Company Limited and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc which is a holding company registered in England and Wales with registered number 11444019 and registered office at 10 Fenchurch Avenue, London EC3M 5AG, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.