Sample Current Value Finance Letters

1234, Main Street
Boston, MA 02123

05 April, 2005

<Recipient Address Goes Here>

Hello,

Presently, I am evaluating my financial position with all the available shares & bonds in my portfolio.

I request you to provide me with a concise report on my account with you about all the shares & their current market values.

And, I would appreciate if you could also advice me on the latest developments in the market, so that I can make good changes in my portfolio.
Thank you for your guidance. I look for ward for your reply.
Regards,

Robert Anderson

encl: <List of enclosed items goes here>

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