Financial Services Industry Document Translation Services

Freelance Translators Available For Financial Translations: Banking Documents; Investments; Insurance Material Translated; Finances; Financial Management; Foreign Exchange Services — Toll Free Call: 1-888-722-3515

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Accounting translation services  We assist diversified financials organization (institutions that mix deposit-taking and loan-making functions with insurance services, pension fund management, brokerage services, underwriting and investment fund management) with the translation of a wide range of documentation.

We can source freelance translation resources for the following investment and finance documentation (among others): Annual Reports; Balance Sheets; Cash Flow Statements; Financial Reporting Guidelines; Income Statements; Personal Investment Management Proposals; Private and Public Offerings; SEC-required Filings; Audit Reports; Insurance Policies; Business Plans; Partnership Proposals and Agreements; Corporate Minutes and Reports; Government Tax Reports; Pensions Documents; Economic Reports; Legal and Regulatory Rulings; IPO Prospectuses; Private Equity Documents; Venture Capital Contracts; Mortgage Agreements; etc.

More generally, our freelance resources have translated financial documentation: mortgage documents; leasing agreements; buy vs lease pamphlets; education savings plans literature; lines of credit reports; insurance contracts; home equity loan documents; budgets; life insurance material; retirement plans/proposals; financing recommendations/proposals; tax savings opinions; and more...

Financial Services Sector Translation Categories Overview
Banking Services
We can source freelance translation resources with specific expertise in the banking services sector, and more specifically in the language of bank forms. Such forms include: Affidavit of Claimant negotiable Instruments · Affidavit of Unauthorized/Improper ACH Debit · Affidavit Related to Form W8-BEN · Authorization to pickup ATM Card / Credit Card · ATM Card Documents · Bill Paying Service Form · Business Customer Information · Certification for Banks (US Patriot Act) · Certification for Financial Institutions (US Patriot Act) · Certification of Financial Statement · Check Book Request · Closed Account Form · Commercial Security Agreement · Consumer Security Agreement · Consumer Assigment of Certificate of Deposit · Corporate Resolution · Electronic Fund Transfer Authorization · Irrevocable Commercial Credit Application · Know Your Customer - Corporate · Know Your Customer - Personal · Know Your Customer - Personal for Business · Loan Application for Legal Entities · Loan Application for Individuals · Money Advance Request Form · Notice of Change of Status · Outgoing Money Transfers · Personal Financial Statement · Power of Attorney · Products and Services Brochure · Signature Card · Transfers within Pacific National Bank Accounts · Truth in Savings Act Account Disclosure- Checking · Truth in Savings Act Account Disclosure- Savings · Truth in Savings Act Account Disclosure- Money Market Account · W8 tax form · W9 tax form
Foreign Exchange Services
We can provide you with accurately translated documents for the whole spectrum of foreign exchange documentation, including material related to currency exchanges, wire transfers and foreign currency banking.
Investment Services
Our track record for the translation of documents related to investment services is second to none. We can source freelance translators for the complete range of investment services documents, including: Client Service Agreements; Derivatives Client Agreements; Financial Services Guides; Product Disclosure Statement; Identification Questionnaires; Options Authorizations; Options Clearing Agreements; Change of Sponser Broker Forms; Investment Prospectuses; IPO Information Material; Futures Contracts; to name but a few.
We have freelance translation resources on standby with insurance industry language expertise. The types of documents that we can translate for your organization cover the whole spectrum of insurance forms and insurance agreements. Some examples include: Accidental death and dismemberment insurance contracts and application forms; Administrative Services Only (ASO) Plans; Association group plans; Beneficiary forms; Certificates of insurance; Critical illness insurance documents; Defined benefit pension plan brochures; Defined contribution pension plan guides; Disability income insurance agreements; Extended health care insurance marketing information; Guaranteed renewable policies; Individual insurance application forms; Long term care insurance questions and answers (Q&A) material; Permanent insurance contracts; Term life insurance contracts; Underwriting information; and, Whole life insurance policies.
Other Financial Services Activities
Just in case we haven't made it clear that we can translate any financial services related document that you entrust to us, our financial services translations extend to such areas as asset management documents, hedge fund management information and material related to custodial services. Call us now for more details on our financial services industry translation expertise. Toll Free Call: 1-888-722-3515 — Proven Track Record · Industry References Available

Documentation typically requiring translation and cultural adaptation (i.e. localization) include:

  • Multimedia financial services applications
  • Financial industry texts, information documentation, reports
  • User guides (instructions for use - IFU) for financial services personnel and clients, including multimedia material such as tax reference information
  • Financial services software instruction manuals and brochures and other documentation required to comply with regulatory requirements
  • Financial questionnaires and investment terminology glossaries
  • Tax preparation documents, financial reports, compliance documents, etc.
  • Informed consent forms, case report forms
  • Investment industry news and summaries of financial services journals (including technical articles on a wide range of financial topics)
  • Financial services information websites (see website translation and localization)

Financial Services Concepts — Topics Translated
Arbitrage · Capital (economics) · Capital asset pricing model · Cash flow · Cash flow matching · Debt [Default - Consumer debt - Debt consolidation - Debt settlement - Credit counseling - Bankruptcy - Debt diet - Debt-snowball method] · Discounted cash flow · Financial capital [Funding] · Financial modeling · Entrepreneur [Entrepreneurship] · Fixed income analysis · Gap financing · Hedge [Basis risk] · Interest rate [Risk-free interest rate - Term structure of interest rates] · Short rate model [Vasicek model - Cox-Ingersoll-Ross model - Hull-White model - Chen model - Black–Derman–Toy model] · Interest [Effective interest rate - Nominal interest rate - Interest rate basis - Fisher equation - Crowding out - Annual percentage rate - Interest coverage ratio] · Investment [Foreign direct investment - Gold as an investment - Over-investing] · Leverage · Locked-in value · Long (finance) · Liquidity · Margin (finance) · Mark to future · Mark to market · Market Impact · Medium of exchange · Microcredit · Money creation · Money [Currency - Coin - Banknote - Counterfeit] · Portfolio [Modern portfolio theory] · Reference rate [Reset] · Return [Absolute return - Investment performance - Relative return] · Right-financing · Risk [Risk management - Risk measure (Coherent risk measure; Spectral risk measure; Value at Risk)] · Scenario analysis · Short (finance) · Speculation [Day trading] · Position trader · Spread · Standard of deferred payment · Store of value · Time horizon · Time value of money [Discounting - Present value - Future value - Net present value - Internal rate of return - Modified internal rate of return - Annuity - Perpetuity] · Unit of account · Volatility · Yield · Yield curve

Resume Translation  When you apply for work put your best foot forward and make a lasting impression with a résumé that has been translated by an expert who is fluent in your native language and is familiar with the technical language of the field you work in.

Don't settle for anything but the best and allow us to present you in the best possible light.

Translation Performance Commitment  Our Quality Assurance Means Peace of Mind guarantee is the cornerstone of our commitment to deliver competitively priced services of the highest quality within agreed upon deadlines. Our work is not done until the work is approved by our clients and they are completely satisfied.

The most important words in our customer service language....

We assist clients from across North America and overseas. View descriptions of typical translation, proofreading and editing assignments: Sample translation projects.

Full Privacy and Absolute Confidentiality is assured.

Albany Website Translation  Website Translation and Localization Services for professional accounting practices: We have substantial expertise in the translation of website content. However, our website translation service goes well beyond the translated word. We approach website translation assignments with localization considerations in mind: cultural adaptation (appropriateness); target audience(s); search engine optimization (SEO).

Our objective is to ensure that your translated website is effective in reaching its intended audience, delivers your business message strongly and succinctly, projecting a credible professional image while protecting your reputation.


  Bi-Directional Document Translation Service for virtually any language pair AND profession.

In addition to providing technical document translation services from any language into the English, French or Spanish languages, we can also assist you with the translation of English language technical material into the world's most popular languages: English to Chinese; English to Arabic; English to German; English to Japanese; English to Portuguese; English to Russian; English to Korean; English to Italian; English to Hindi; to name but the most popular among the more than 75 languages that we can handle for you.

PowerPoint File 
Legal Translation
  Our PowerPoint presentation translation service is for the translation of information that is set up in Microsoft's software application (i.e. documents with a .ppt suffix). The subject-matter of these PowerPoint presentations that require translating is as diverse as the number of people using the application.
Our translators are equipped with the software and translate the information directly within the application. The finished product is delivered in PowerPoint without additional formatting.
  We assist organizations with legal documentation that requires accurate translation, such as, but not limited to: Contracts, Transfer Agreements, Certificates of Accuracy, Witness Statements, Depositions, Affidavits, Sworn Statements, Trusts, Wills, Articles of Incorporation, Legal Decisions, Court Transcripts, Litigation Documents, Immigration Documents and, Evidentiary Documents.

Related Topics: Notarized Translation; Certified Translation; Official Translation; Immigration Translation.

  Our proofreading service consists of reviewing any text for errors – hard copy (written documentation) or electronic (e.g. websites, MSWord files, PowerPoint files).The types of errors we look for include: missing words; typos; spelling mistakes; formatting errors; missing or bad punctuation; etc.

The proofreading service is combined with light copy-editing: checking for grammar; improper language usage; run-on sentences; consistency issues; etc. Our objective is to improve the formatting, style and accuracy of your written material without changing the content.

We provide freelance financial document translation services in a city near you:
USA: Akron; Albany; Albuquerque; Anchorage; Annapolis; Arlington; Arlington County; Atlanta; Augusta (GA); Augusta (ME); Aurora; Austin; Bakersfield; Baltimore; Baton Rouge; Billings; Birmingham; Bismarck; Boise; Boston; Boulder; Bridgeport; Buffalo; Burlington; Carson City; Casper; Chandler; Charleston (SC); Charleston (WV) Charlotte; Chesapeake; Cheyenne; Chicago; Chula Vista; Cincinnati ; Cleveland; Colorado Springs; Columbia; Columbus; Concord; Corpus Christi; Dallas; Denver; Des Moines; Detroit; Dover; Durham; El Paso; Fargo; Fort Smith; Fort Wayne; Fort Worth; Frankfort; Fresno; Garland; Gilbert; Glendale; Greensboro; Gulfport; Hartford; Harrisburg; Helena; Henderson; Hialeah; Honolulu; Houston; Huntington; Indianapolis; Iowa City; Irvine; Jackson; Jacksonville; Jefferson City; Jersey City; Juneau; Kansas City; Lahaina; Lansing; Laredo; Las Vegas; Lexington; Lincoln; Little Rock; Long Beach; Los Angeles; Louisville; Lubbock; Madison; Manchester; Memphis; Mesa; Miami; Milwaukee; Minneapolis; Modesto; Montgomery; Montpelier; Nampa; Nashville; New Orleans; Newark; New York City; Norfolk; North Las Vegas; Oakland; Oklahoma City; Olympia; Omaha; Orlando; Philadelphia; Phoenix; Pierre; Pittsburgh; Plano; Portland (ME); Portland (OR); Providence; Raleigh; Reno; Richmond; Riverside; Rochester; Sacramento; Saint Paul; Salem; Salt Lake City; San Antonio; San Diego; San Francisco; San Jose; Santa Ana; Santa Fe; Scottsdale; Seattle; Sioux Falls; Springfield; St. Louis; Stockton; St. Petersburg; Tallahassee; Tampa; Toledo; Topeka; Trenton; Tucson; Tulsa; Virginia Beach; Washington; Warwick; West Valley City; Wichita; Wilmington; Winston-Salem; Worcester
CANADA: Calgary; Edmonton; Fredericton; Gatineau; Halifax; Hamilton; Kitchener-Waterloo; London; Mississauga; Moncton; Montreal; Oshawa; Ottawa; Quebec; Regina; Saint-John; Saskatoon; Sherbrooke; St. Catharines; St. Johns; Sudbury; Thunder Bay; Toronto; Vancouver; Victoria; Windsor; Winnipeg


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