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Farewell Letter To Clients
"I need to draft a Farewell Letter to Clients for my departure as a Senior Wealth Manager from a Hong Kong financial services firm, effective March 15, 2025, ensuring compliance with SFC regulations and including information about the new relationship manager taking over my client portfolio."
1. Opening and Personal Address: Personalized greeting to the client using their name and appropriate title
2. Announcement of Departure: Clear statement of the departure or transition, including the effective date
3. Expression of Gratitude: Sincere thanks for the client's business and trust over the period of the relationship
4. Transition Plan: Clear explanation of what will happen to their account/business relationship
5. Contact Information: New contact details or information about who will be handling their matters going forward
6. Closing Remarks: Professional closure with appropriate sign-off
1. Reason for Departure: Brief explanation of the change, if appropriate and professional to share
2. History of Relationship: Brief mention of the length and significance of the business relationship, particularly useful for long-term clients
3. Introduction of Successor: Detailed introduction of the person taking over, if applicable
4. Future Business Arrangements: Information about any new business or practice being established, if applicable and not restricted by non-compete agreements
5. Timeline of Transition: Detailed schedule of any transition period, if the change involves multiple steps
1. Contact Information Sheet: Detailed contact information for new point(s) of contact, including office address, phone numbers, and email addresses
2. Transition Timeline: If complex, a detailed schedule of important dates and actions required during the transition
3. FAQs: Common questions and answers about the transition process and what clients can expect
Authors
Financial Services
Legal Services
Professional Services
Consulting
Wealth Management
Insurance
Real Estate
Investment Banking
Accounting
Private Banking
Asset Management
Corporate Advisory
Healthcare Services
Technology Services
Client Services
Relationship Management
Wealth Management
Private Banking
Investment Advisory
Business Development
Account Management
Professional Services
Client Solutions
Customer Success
Sales
Advisory Services
Relationship Manager
Client Service Manager
Financial Advisor
Account Manager
Partner
Director
Senior Associate
Wealth Manager
Investment Advisor
Private Banker
Insurance Agent
Real Estate Agent
Business Development Manager
Portfolio Manager
Client Solutions Director
Consultant
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