Resources Toolbox Letter of request to your financial institution

Note: Data highlighted in blue to be modified based on your individual circumstances.
Options: Choose one or other of the options below to finalize your letter. You are, of course, free to add your own personal arguments.

Your name and surname
Postal address
Town/City, Date
Attention: Branch Manager
Branch name
Postal address

RE: Request with respect to responsible investment offering of xxx Bank.

Dear Ms/Mr xxx,

Following my meeting on xxx (date) with Ms/Mr xxx, a financial adviser at your branch, I wish to convey to you my dissatisfaction and my deep disappointment.
I am interested in investing funds in responsible instruments, notably products which satisfy various social and environmental responsibility criteria. However, your adviser, Ms/Ms xxx was unable to offer me even one product consistent with my beliefs and expectations.

Option 1:
Like many individual investors in Canada, I consider responsible investment as a means of reconciling my long term financial goals with my personal values of honouring human rights, respecting the environment, demanding corporate transparency and battling corruption.

Option 2:
Like many individual investors in Canada, I consider responsible investment and sustainable development imperative for ensuring community sustainability over time while providing for the promise of enhanced quality of life going forward.

Option 3:
Like many individual investors in Canada, I consider responsible investment as a means of more properly managing the long term risks associated with my financial investments.
I urge you to research responsible investment products currently available on the market. You may wish to consult the Ethiquette.ca website and develop a responsible investment product in short order which would meet the needs of ever growing numbers of Canadian investors.

Kindly advise me at your earliest convenience of action you intend to take in this regard,

Option 1: failing which I shall take my business to another financial institution and apprise family and friends of the extent of my dissatisfaction.

Option 2: failing which I shall seek out an intermediary better poised to invest funds on my behalf.

Option 3: failing which I shall apprise family and friends of the extent of my dissatisfaction.

Thanking you for your immediate attention to this matter, I remain,

Respectfully yours,

Your signature
Your name and surname