Investor document carrying folder
OwnerMallory A. White, Linda A. McDowellinventors
Life of this patent
Estimating the term…
Abstract
A notebook type investor document carrying folder, for an investor to organize, file, keep and carry a variety of financial documents needed in investment decision making, accounting and counseling, having three folding sections with flip-up pocket pages attached to each of the outer section interior surfaces, with labels for various categories of documents, and another labelled folder for account statements attached to the interior surface of the central section. The exterior surface of the device bears upon the front cover and spine the printed name of the financial institution which provides the device to customers, and a transparent business card pocket. The investment year may also be printed upon the spine.
Claims9
Document carrying device, for carrying a plurality of financial documents in each of a plurality of subject matter categories of said documents, comprising:
- (a) a folder, having an interior and an exterior, and having three hard flat sections, a central section and two outer sections each having a top and each having outer edges, and wherein said folder is foldable upon lines which are at least substantially parallel at each side of said central section;
- (b) a plurality of pockets, connected to said folder, for insertion of said documents, and a label affixed at least in close proximity to each said pocket if not printed upon said pocket, said label indicating the subject matter category of said documents to be inserted within said pocket, and wherein each of said pockets has sufficient depth to hold at least about twelve to twenty pages of said financial documents, and has sufficient height to hold at least a significant portion of each page of said documents which are inserted in said pocket;
- and wherein each of said outer sections of said folder has attached to the interior surface thereof a plurality of pages bearing said pockets, each said page having a top, said pages being attached to each of said outer sections near said tops of said pages and near said tops of said outer sections of said folder;
- and wherein said central section of said folder has at least one of said pockets attached thereto;
- and
- (c) securing means, connected to said folder, for securing said folder in a closed, compact form, and for preventing any of said documents from falling out of said folder when said folder is carried by said user.
Document carrying device, for carrying a plurality of financial documents in each of a plurality of subject matter categories of said documents, comprising:
- (a) a folder, having an interior and an exterior, and having three hard flat sections, a central section and two outer sections each having a top and each having outer edges, and wherein said folder is foldable upon lines which are at least substantially parallel at each side of said central section;
- (b) a plurality of pockets, connected to said folder, for insertion of said documents, and a label affixed at least in close proximity to each said pocket if not printed upon said pocket, said label indicating the subject matter category of said documents to be inserted within said pocket, and wherein each of said pockets has sufficient depth to hold at least about twelve to twenty pages of said financial documents, and has sufficient height to hold at least a significant portion of each page of said documents which are inserted in said pocket;
- wherein a first one of said outer sections of said folder has attached to the interior surface thereof a plurality of pages bearing said pockets, each said page having a top, said pages being attached to said outer sections near said tops of said pages and near said top of said outer sections of said folder;
- and wherein a second one of said outer sections of said folder and said central section of said folder each has at least one of said pockets attached thereto;
- and
- (c) securing means, connected to said folder, for securing said folder in a closed, compact form, and for preventing any of said documents from falling out of said folder when said folder is carried by said user.
Dependencies are inferred from the claim text.