When drafting your complaint, ensure it includes necessary details to enable thorough investigation

• Your name and address. Include the same for any other individual involved.
• Name and address of the entity you are filing the complaint against.
• For Insurance Issues: Type of insurance, policy number, and claim number (if applicable).
• For Financial Complaints: Type of account (e.g., checking, savings), account or customer number, and the financial institution's name.
• For Securities-Related Issues: Securities identification number (WKN or ISIN) and the name of the brokerage firm.