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Farewell Letter To Clients
"I need a Farewell Letter to Clients as I'm leaving my financial advisory practice in Singapore on March 15, 2025, and need to inform my portfolio of 200+ wealth management clients while ensuring compliance with PDPA regulations and including details about their new advisor."
1. Opening Gratitude: Expression of appreciation for client's trust and business relationship
2. Announcement of Departure: Clear statement of departure and effective date
3. Transition Plan: Information about service continuity and handover arrangements
4. Contact Information: New point of contact or successor details
5. Closing Statement: Professional closure and well-wishes
1. Future Plans: Brief mention of next career move if appropriate and not restricted by agreements
2. Special Instructions: Any specific actions clients need to take, used when service transition requires client action
3. Timeline of Changes: Detailed transition schedule, used for complex service transitions
1. Handover Documentation: Details of new service provider or contact person
2. FAQ Document: Common questions and answers about the transition process
3. Service Continuation Forms: Any required forms for continuing service with new provider
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