sample letter for issuance of mutual fund statement, letter to the bank requesting the issuance of a mutual fund statement, mututal fund statement letter

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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