A bank must always be keen on helping the customers as and when they ask for advices related to investments and finances. If you are a bank manager and a customer has made some enquiry related to financial investments then use the template given below to write a formal reply to the customer. Learn to write a letter giving suggestions for investment in response to the queries raised by the customer.
Here is a sample of the letter which can be of great help to you. Use this example as a thread line to create a personalized letter.
Sample Letter Giving Advice for Investment
From:
State Bank,
1234 Wall Street,
New York.
September 3th, 2014
To:
Adam Gibbs
52nd Park Avenue Street
Richmond Road
California
Dear Mr. Adam,
RE : INVESTMENT
This in response to your letter dated 3th September, 2014 asking for advice on investment. I am pleased to inform you that there are various lucrative investment opportunities available in the market at present which promise to bring wonderful returns in times to come. It would be best if you could come over to my office and meet me in person so that I can discuss those investments with you. I am sure you will be able to make some very beneficial investments.
Looking forward to meet you.
Thank you.
Yours,
Sharon Paterson
(Branch Manager)