Document background
The Client Transfer Letter is an essential business document used when professional services need to be transferred from one provider to another in the Canadian market. This document is typically required in situations such as retirement of professionals, merger or acquisition of practices, reorganization of service providers, or when clients need to be reassigned to different service providers within the same organization. The letter must comply with Canadian federal and provincial regulations, including PIPEDA for privacy considerations and provincial professional regulatory requirements. It should clearly communicate the transfer details, maintain professional standards, and ensure client interests are protected throughout the transition. The document is particularly important in regulated industries where formal client notification and sometimes explicit consent are required for service transfers.
