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Farewell Letter To Clients
"I need a Farewell Letter to Clients for my financial advisory practice in Riyadh, as I'm retiring and transferring my client portfolio to my successor effective March 15, 2025; the letter should emphasize my 20-year relationship with clients and introduce my replacement advisor."
1. Date and Address Block: Current date and proper business letter formatting with client's address if being sent physically
2. Greeting and Opening: Professional salutation and opening that personalizes the letter to the specific client
3. Announcement of Departure: Clear and direct statement about leaving the organization or closing the business
4. Expression of Gratitude: Acknowledgment of the client relationship and appreciation for their business
5. Transition Information: Details about what will happen next, including last day of service/operation
6. Future Arrangements: Information about who will handle their business going forward
7. Contact Information: New contact details or reference to who they should contact in the future
8. Closing: Professional closing with appropriate sign-off and signature block
1. Reason for Departure: Brief explanation of the departure if appropriate and beneficial to share
2. Historical Reference: Brief mention of significant milestones or length of relationship, useful for long-term clients
3. Specific Project Status: Update on ongoing projects or transactions, if applicable
4. Handover Process: Detailed transition plan for complex client relationships
5. Future Business Opportunities: If maintaining professional contact is desired and permitted by any non-compete agreements
6. Islamic Business Ethics Statement: Reference to Islamic business principles if relevant to the business relationship
1. Contact Information Sheet: Detailed list of new contact persons and their roles
2. Transition Timeline: If the transition is complex and requires multiple steps
3. Outstanding Matters List: Summary of any pending matters or projects that need attention
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Financial Services
Legal Services
Healthcare
Consulting
Real Estate
Insurance
Banking
Technology Services
Education
Construction
Retail
Manufacturing
Telecommunications
Client Services
Account Management
Business Development
Sales
Customer Relations
Professional Services
Legal
Financial Advisory
Corporate Communications
Operations
Project Management
Account Manager
Relationship Manager
Business Owner
Managing Director
Partner
Financial Advisor
Legal Consultant
Medical Professional
Insurance Agent
Real Estate Agent
Sales Executive
Business Consultant
Project Manager
Client Service Manager
Portfolio Manager
Investment Advisor
Department Head
Regional Manager
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