Your First name/Last name

Address

Postal code/ CITY

[Name of your bank]

Address

Postal code/ City

Done in [your city], on [specify the date].

Subject: Request for an appointment regarding investment options

Madam, Sir,

I currently hold a bank account with your institution. I now have an amount of [indicate the amount you wish to invest]. I would like to benefit from your advice in order to ensure the long-term security of my savings.

I would be grateful if you could schedule an appointment for me, preferably [indicate your availability].

While awaiting your reply, please accept, Madam, Sir, the expression of my best regards.

[Your signature]