When drafting a letter to close a brokerage account, it's essential to maintain clarity and politeness. Clearly state your intention to close the account, providing necessary details such as the account number and the reason for closure. Mention any outstanding dues that have been settled and attach any required documents for account closure.
Sample Letter to Close Brokerage Account
To,
The AMC,
__________ (Company Name),
__________ (Company’s Address)
Date: __/__/____ (Date)
Subject: Closure of brokerage account
Dear Sir/ Madam,
I, _________ (name) hold a brokerage account in your company bearing ________ (Account number/ customer ID/ client ID), ___________ (Mention – Account number/ customer ID/ client ID).
Through this letter, I would like to apply for the closure of my brokerage account which was opened in your company in _________ (month/ year). The reason for the same is _________ (mention reason).
Furthermore, I have already cleared all maintenance charges/ pending dues/ any other applicable charges and I am not holding any _________ (share/ mutual funds/ stocks) in my account and the balance of my account is zero.
Kindly find the duly filled account closure form and all other required documents attached along with this letter.
Thanking you,
__________ (Signature)
__________ (Name)
__________ (Contact Details)
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Sandeep Bhandari