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IMPORTANT! PLEASE READ THEN DELETE THIS BOX This is a template letter for guidance.

You need to add your details and where appropriate change the letter to suit your particular circumstances. Once youve made changes, always print it out and read through to check it makes sense to the recipient.
ACTION POINTS
[BLUE BRACKETS]: Put your specific info here, then delete the instructions (and change the text colour [RED BRACKETS]: !ust for info, after youve read delete
"#nsert your name and address$ "insert date$ "insert name and address of %ank you held your account with$ &ear 'ir or (adam, Account name: [ n!e"t account name] Account num#e": [ n!e"t account num#e"] # have had the a%ove account since [ n!e"t $ate] %ut %elieve it was mis)sold to me. [In!e"t "ea!on %o" com&'a nt ( !ee #e'o) *+,] # enclose copies of my statements dating %ack to when the first account fee was taken out and any related documents. # am writing to re*uest a full refund of the fees # have paid plus any interest owed to me. # look forward to your response within eight weeks, otherwise # wont hesitate taking my complaint to the +inancial Om%udsman 'ervice. Yours faithfully,

"insert your signature$ "#nsert your name (printed $ *+, INSERT ONE O- THE -OLLO.IN/ PLUS AN0 ADDITIONAL DETAILS: ) I $ $n1t 2no) I )a! &a3 n4 an$ $on1t "emem#e" e5e" a4"ee n4 to 6a5 n4 t6 ! account7 ) I )a! u&4"a$e$ ) t6out m3 2no)'e$4e7 ) I )a! to'$ I )ou'$ #e e' 4 #'e %o" t"a5e' n!u"ance #ut 'ate" %oun$ out I )a!n1t7 ) I )a!n1t to'$ I )ou'$n1t #e e' 4 #'e %o" one o" mo"e o% t6e n!u"ance &o' c e!7 ) I )a! to'$ I 6a$ to 4et t6e account n o"$e" to ta2e out a 'oan 8 o5e"$"a%t 8 mo"t4a4e7 ) I )a! to'$ I )ou'$n1t #e e' 4 #'e %o" 3ou" %ee(%"ee account! an$ 6a$ to 4et one7 ) I )a!n1t to'$ t6e"e )a! an a'te"nat 5e9 %"ee account7 ) I t" e$ to cance' m3 account #ut )a! %o"ce$ nto 2ee& n4 t7

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