Questions below refer to the following two memos.
To: All investors
From: National bank accounting department
Date: May 14
We are writing to inform you that your account may soon be closed. Our policy is to close customer accounts that have no balance or trading activity for eight months. Our records show that for the past six months, there have been no assets in your account. and you have not placed a trace. If you would like to keep your account open, there are a number of ways to fund the account:
Checks: The easiest way to fund your account is by depositing a check. To do this, simply complete the investment coupon below and return it to your check.
Electronic Fund Transfer: You may electronically transfer cash into your account from another financial institution using our proprietary funds transfer service.
Account Transfers: You can transfer investments from another brokerage firm to your account by completing an Account Transfer Form which can be obtained by calling customer service.
If we can answer any questions or if you need assistance in transferring assets to your account, please call Customer Service at 1-800-475-5000.
Thank you.
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To: National bank accounting department
From: Sam Patel
Date: May 16
Sorry if I have caused any extra work for you guys, I forgot to terminate the account myself after I had found another company for an account with better benefits than I can get here. I had forgotten all about it, and I would greatly appreciate it if you just terminate my account. I am sorry once again for causing more work, and loved using this account but the other company has better benefits for me. Thank you.