Moving quickly to respond to a high volume of demand requires a firm grasp of where to find the most frequently used tools and operations best practices.
Nearly every piece of collateral you generate will contain at least one disclosure (usually more).
The Disclosure Library contains the disclosures we use the most in our communications.
These disclosures have been approved by Compliance and edited for grammar, punctuation, etc. When including a disclosure in your document, copy and paste directly from the Disclosure Library without making edits to the text.
If needed, please suggest an edit as a comment in the document for review and approval.
The disclosures are organized by line of business to mirror firstrepublic.com. If you would like to suggest any changes to the Disclosure Library, please email MarketingDisclosureLibrary@firstrepublic.com.
To ensure that files you are working on are immediately accessible to other team members, it is imperative that you save your files to the server and maintain working documents in applicable Workfront Review Files folders.
In addition, Word documents that will require group edits should be uploaded to OneDrive so that all editors are working from the most recent version.
Vendors who don’t have access to OneDrive should connect with their copy team lead regularly while on assignment to ensure that the most recent draft of a work in progress is in the hands of a First Republic team member.
To ensure maximum clarity and efficiency when completing a Workfront job, please follow these agreed-upon best practices.
All content associated with a specific job should document the revision process both within and outside the platform. Take care to include all revisions, oral feedback, approvals and updates in the appropriate job.
All First Republic clients, regardless of age, background or other demographic factors, are high-achievers. In addition, many demonstrate a deep loyalty for — and love of — our brand. Please keep this in mind when writing copy as a way to truly connect with readers and demonstrate our understanding of their goals and perspective.
What’s more, you are encouraged to bookmark this page and refer to it frequently when creating client-facing collateral. Please also refer to our downloadable style guide for further insights into First Republic client personas.
Sometimes it’s OK to recycle copy that’s been used before. Here you’ll find a repository of trusted one-liners, positioning statements, executive quotes, correspondence and alternatives to buzzwords, all of which have been brand-approved.
Several one-liners and positioning statements have been approved by Marketing and Compliance. These can be used as openers, closers, segues and ways to jump-start the writing process.
We aim to be the only bank our clients will ever need.
At First Republic, our commitment is to extraordinary, personalized service. It’s the cornerstone of our success and the reason our growth is directly tied to referrals from satisfied clients.
Our goal is to take the stress out of banking, tailor our products and services to fit individual needs and schedules, and build long-term relationships.
Our clients say it best.
We’re here for you in the moments that matter most.
For a personal approach to banking, contact your
First Republic banker.
Bank from anywhere, anytime with the
First Republic app.
First Republic Banking Online is fast, flexible and convenient.
Quick decisions, tailored solutions. Whatever your business needs, First Republic can help.
We’re proud to serve our communities.
These executive quotes embody First Republic’s dedication to service and commitment to our clients.
“First Republic has always been about good quality. It’s not ever been about size. The size and growth are a result of quality — the quality of service that everybody delivers every day.”
James H. Herbert, II Founder and Executive Chairman
“Our business model of providing exceptional service to our colleagues, clients, and communities is a reflection of our values and drives our consistent, sustainable growth. Doing the right thing and creating shareholder value are one and the same at First Republic.”
James H. Herbert, II Founder and Executive Chairman
“There are no businesses, only people.”
James H. Herbert, II Founder and Executive Chairman
“It’s all about quick decisions, customized solutions, and extraordinary service.”
James H. Herbert, II Founder and Executive Chairman
“Our service culture is a reflection of our values and the driver of our sustainable growth. Doing the right thing and creating shareholder value are one and the same at First Republic.”
James H. Herbert, II Founder and Executive Chairman
“An unwavering commitment to our clients, colleagues, and communities serves as the foundation of our business. Our success throughout the years has been built on this solid foundation.”
Michael J. Roffler, Chief Executive Officer, President, and Board Member
“Serve our clients. Serve them in an extraordinary way. Give them only things they need. Make sure you always keep their interests at the forefront.”
James H. Herbert, II Founder and Executive Chairman
Below you’ll find a number of comprehensive resources available to help produce copy that’s well-written, refined and on brand.
First Republic follows the AP Stylebook, with some exceptions. Should you need to reference the AP Stylebook, please email BrandCommunications@firstrepublic.com for our login credentials at apstylebook.com.
In addition to the AP Stylebook, please please contact BrandCommunications@firstrepublic.com to request the latest version of the Proofreading Style Guide, and use Webster’s II New College Dictionary.
It’s critical to have a single way of referencing the Bank across all customer touchpoints.
Example: First Republic-related
Example: John Jones, who has a doctorate in psychology
Example: John Snow, PhD, spoke.
Example: 7 Fifth Avenue, 100 21st Street
Abbreviate: 222 E. 42nd St., 562 W. 43rd Street, 600 L St. NW
Do not abbreviate: East 42nd Street, West 43rd Street, K Street Northwest
If part of addresses: San Francisco, CA 94104
If not part of an address: San Francisco, California, is a great city.
Apply these guidelines to computer and video games, movies, operas, plays, poems, record albums, songs, radio and television programs, lectures, speeches, and works of art.
Examples:
“The Star-Spangled Banner,” “Time After Time,” the NBC-TV “Today” program, the “CBS Evening News,” “The Jimmy Fallon Show”
Reference works:
Webster’s New World Dictionary of the American Language, Second Edition
Websites and apps:
The names of most websites and apps are capitalized without quotes: Instagram, LinkedIn, Twitter.
Book, magazine, and newspaper names:
Names of long-format works, newspapers, magazines, movies, plays, ballets, operas, symphonies, and TV shows should appear in italics. Use lowercase “magazine” unless it is part of the publication’s formal title: Harper’s Magazine, Newsweek magazine, Time magazine.
Note:
Reference material and sociopolitical or legal documents do not need to be italicized.
Example: Tuesday, October 6, 2023 (not Tuesday, October 6th, 2023)
A comma is needed: It was August 5, 2023, when we went.
A comma is not needed: We met August 2023. July 4 is Independence Day.
Below are words, phrases, and product names that are commonly used in our department. Please follow the spelling and capitalization as shown.
Headings and subheadings
Example: This heading is written in sentence case.
Example: This subheading is properly punctuated.
Do not capitalize: a, an, and, at, by, for, in, nor, of, on, out, so, the, to, up, yet
Calls to action (CTAs)
Example: Learn more.
Numbered lists
Bulleted lists
With a dollar amount: $1.3 million, $7 billion
Without a dollar amount: nine million members, 27 million visitors
Example: 1,024
Decimals
For numbers less than 1: 0.25
Percentages
Example: 15%
Example: 1.00% APR
Telephone numbers
Example: (415) 123-4567, extension 123
Ampersands (&)
Do not use the ampersand in body copy as a replacement for “and” unless it is used as part of a proper name: S&P. Ampersands are also allowed in titles, headings, and subheads. Use spaces on both sides of the ampersand. If part of a proper name or standard expression, follow the proper name’s convention: R&D.
Apostrophes
Apostrophes can be used to indicate possession: Paul’s book, the Smiths’ investment. Can also take the place of missing characters and spaces: can’t, ’97.
Colons
Example: He promised this: The company will make good on all the losses. But: There were three considerations: expense, time, and feasibility.
Example: He had only one hobby: eating.
Commas
Example: The flag is red, white, and blue. He would nominate Tom, Dick, or Harry.
Example: The main points to consider are whether the athletes are skillful enough to compete, whether they have the stamina to endure the training, and whether they have the proper mental attitude.
Example: “Hi, Name.” “Good afternoon, Name.”
Example: She was glad she had looked, for a man was approaching the house.
Example: Wallace said, “She spent six months in Argentina and came back speaking English with a Spanish accent.”
Example: “Swipe your card,” the banker suggested.
Example 1: Upcoming payment amount, which may include principle, interest, and escrow.
Example 2: Balance excluding transactions that are in process or pending.
Example 1: Tom Richards, San Francisco, California, and Brian Findlay, New York, New York, were there.
Example 2: Brian Findlay, 48, New York, New York, was present.
Example: His journey will take him from Dublin, Ireland, to Fargo, North Dakota, and back. The Selma, Alabama, group saw the governor.
Example: Yes, I will be there.
Example: Name, I am running late. No, sir, I did not yet make the transfer.
Example: What the problem is, is not clear.
Example: February 14, 2023, is the target date.
Example 1: We saw the award-winning movie Titanic. (No comma, because many movies have won awards, and without the name of the movie the reader would not know which movie was meant.)
Example 2: They ate dinner with their daughter Julie and her husband, David. (Julie has only one husband. If the phrase read “and her husband David,” it would suggest that she had more than one husband.)
Example 3: The company chairman, Bill Gates, spoke. (In context, only one person could be meant.)
Em dashes
Example: Through her long reign, the queen and her family have adapted — usually skillfully — to the changing taste of the times.
En dashes
Example: Chapters 8–12
Example: 4 – 1 = 3
Exclamation points
Do not use exclamation points. Exclamation points are not consistent with First Republic Bank’s brand message, voice, and tone.
Hyphens
Automatic hyphenation should be turned off so that we can control where and when we break a word across two lines.
Hyphens are joiners. Use them to avoid ambiguity or to form a single idea from two or more words. Use of the hyphen is far from standardized. It is optional in most cases — a matter of taste, judgment, and style sense. But the fewer hyphens the better; use them only when not using them causes confusion. Some guidelines:
Example: The president will speak to small-businesspeople. (“Businessmen” is normally one word but “the president will speak to small businessmen” is unclear.) Other examples: He recovered his health. He re-covered the leaky roof.
Example: a first-quarter touchdown, a bluish-green dress, a full-time job, a well-known man, a better-qualified woman, a know-it-all attitude, a very good time, an easily remembered rule
Example: The team scored in the first quarter. The dress, a bluish green, was attractive on her. She works full time. His attitude suggested that he knew it all.
Example: The man is well-known. The woman is quick-witted. The kids are soft-spoken. The play is second-rate.
Use a hyphen: Italian-American, Mexican-American
No hyphen: French Canadian or Latin American
Example: anti-intellectual, pre-empt, shell-like
Example: twenty-one, fifty-five
Example: He received a 10- to 20-year sentence in prison.
Periods
In general, all complete sentences should end in a period unless they are questions. One exception is when a sentence stands alone and ends with a URL or a logo, such as our EHL bug. Only one space should follow a period. Footnote markers come after periods, but trademark symbols come before.
Quotation marks
Example 1: You overuse the word “whatever”; I overuse the word “like.”
Example 2: He signed it as “S”.
Example 1: She asked, “Why me?”
Example 2: Did you like the poem “Phenomenal Woman”?
Example: He said, “No, you said, ‘Forget it.’”
Semicolons
Example: He is survived by a son, John Smith, of Chicago; three daughters, Jane Smith, of Wichita, Kansas, Lauren Smith, of Denver, and Nicole, of Boston; and a sister Ashley, of Omaha, Nebraska.
Example 1: The package was due last week; it arrived today.
Example 2: They pulled their boats from the water, sandbagged the retaining walls, and boarded up the windows; but even with these precautions, the island was hard-hit by the hurricane.
Slashes
Example 1: typing/writing
Example 2: First Republic / First Republic Investment Management
Spaces
Never use double spaces. Double spacing at the end of sentences and after colons was initially a practice when typewriters were in use. Today, however, word processors automatically create an extra space after a period.
For this reason, double spacing manually results in a triple space after a period, which creates what’s known as “rivers” down a page of text — an unsightly result that makes the brand appear out of touch and outdated.
Do not write new disclosures. Up-to-date and Compliance-approved disclosures are posted in the Disclosures Library on Smartsheet. For access, email BrandCommunications@firstrepublic.com.