You are currently viewing Request Letter for Mutual Fund Statement – Sample Letter Regarding Statement of Mutual Funds

Request Letter for Mutual Fund Statement – Sample Letter Regarding Statement of Mutual Funds

When drafting a request letter for a mutual fund statement, it's essential to maintain a clear and polite tone. Begin with respectful salutations and provide all necessary details such as customer ID, folio number, and PAN number. Clearly state the period for which you need the statement and the purpose behind the request.

Table of Contents:

Sample Letter Regarding Statement of Mutual Funds

To,
The Manager,
________ (Bank Name),
________ (Address)

Date: __/__/____ (Date)

Subject: Request for statement of mutual funds

Respected Sir/ Madam,

With utmost respect, I would like to state that my name is _______ (Name) and I took a mutual fund through your bank dated __/__/____ (Date) bearing the details mentioned below:

Customer ID: __________ (Customer ID)
Folio Number: __________ (Folio Number)
PAN Number: __________ (PAN Number)

I write this letter to request for issuance of the statement of my mutual fund dated from __/__/____ (Date) to __/__/____ (Date). I need the same for _________ (reconciliation/ maintaining personal records/ any other).

I request you to issue the same at the earliest, I shall be highly obliged for your kind support.

Thanking you,
__________ (Signature),
__________ (Your Name),
__________ (Contact Number)

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FAQs

  • Question: How long does it take to receive a mutual fund statement after requesting it?
    • Answer: The processing time varies depending on the bank or financial institution, but it typically takes a few business days to receive the statement.
  • Question: Is there a fee associated with requesting a mutual fund statement?
    • Answer: Some banks may charge a nominal fee for providing a physical copy of the mutual fund statement. However, many banks offer the option to download the statement online free of charge.
  • Question: Can I request a mutual fund statement for a specific period?
    • Answer: Yes, you can request a mutual fund statement for a specific period by mentioning the start and end dates in your request letter.
  • Question: What documents do I need to attach with my request for a mutual fund statement?
    • Answer: Typically, you do not need to attach any documents with your request for a mutual fund statement. However, it's advisable to provide your customer ID, folio number, and PAN number for reference.
  • Question: Can I request a mutual fund statement via email?
    • Answer: Yes, many banks accept requests for mutual fund statements via email. Ensure to provide all necessary details and mention the period for which you need the statement in your email request.

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