Dear Sir
Complaint Customer Reference No (-------)
I am writing this letter to complain about the financial advice I received from one of
your advisers (name). I would like to inform you that on (date) I, along with my husband
had a meeting with (name of adviser) at his office at (address). We told (name of adviser)
that, since we are both retired, we wanted to put our money into safe investments and that
we could not afford to risk losing any of our capital. Therefore, your adviser advised us
to invest (amount) in the (name of fund), which is managed by (name of company).
I am also enclosing a copy of a statement which we were sent this week. The statement
shows that our original investment is now worth only (amount). This is indeed a grave
matter as it has resulted in substantial loss for us on the bad advice by your adviser.
I would like to withdraw my money from the (name of Fund) immediately and be compensated
for the loss in our original investment. I shall look forward to your reply about the
matter.
Sincerely,
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