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Farewell Letter To Clients Template for Ireland

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Key Requirements PROMPT example:

Farewell Letter To Clients

"I need to draft a Farewell Letter To Clients for my departure from a financial advisory firm in Dublin, addressing approximately 200 high-net-worth clients, with the transition to take place by March 2025 and including specific regulatory disclosures required by the Central Bank of Ireland."

Document background
A Farewell Letter To Clients is a critical professional communication document used when a professional or service provider is departing from their current role or organization. Under Irish law, this document must carefully balance various legal requirements, including GDPR compliance, professional conduct standards, and industry-specific regulations. The letter serves multiple purposes: it formally notifies clients of the upcoming change, provides essential transition information, maintains professional relationships, and ensures compliance with legal and regulatory obligations. It's particularly important in regulated industries where client communication must meet specific standards. The document typically includes departure details, transition arrangements, future contact information, and any necessary disclaimers or regulatory notices. This type of communication is essential for maintaining professional standards and protecting both the departing professional's and the organization's interests while ensuring client needs are properly addressed.
Suggested Sections

1. Opening and Client Address: Formal letter heading with date and client's contact details

2. Personal Greeting: Personalized salutation to the client

3. Announcement of Departure: Clear statement about leaving the organization/practice

4. Expression of Gratitude: Thank you message for client's loyalty and trust

5. Transition Information: Details about when the change will occur and what happens next

6. Future Contact Details: Information about replacement contact person or new arrangements

7. Continuity Assurance: Reassurance about continued service quality and business continuity

8. Closing Statement: Professional and positive conclusion

9. Signature Block: Professional signature with current contact information

Optional Sections

1. New Business Information: Include if moving to a new practice/organization and permitted to share this information

2. Handover Process: Detailed transition process if complex client relationships are involved

3. Regulatory Disclaimers: Required for regulated industries like financial services or legal practice

4. Client File Transfer Options: Include if clients need to make choices about their file management

5. Timeline of Key Dates: Include if multiple important dates or deadlines need to be communicated

Suggested Schedules

1. Contact Information Sheet: Detailed contact information for new point(s) of contact

2. Transition Timeline: If applicable, detailed schedule of transition events and deadlines

3. Client Authorization Form: If needed, form for clients to authorize transfer of their files or cases

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions




















Clauses















Relevant Industries

Legal Services

Financial Services

Professional Services

Healthcare

Consulting

Accounting

Insurance

Wealth Management

Real Estate

Investment Advisory

Business Services

Marketing Services

IT Services

Relevant Teams

Legal

Compliance

Human Resources

Client Services

Professional Services

Business Development

Account Management

Customer Relations

Operations

Communications

Marketing

Risk Management

Relevant Roles

Partner

Director

Account Manager

Financial Advisor

Lawyer

Consultant

Relationship Manager

Senior Associate

Portfolio Manager

Insurance Broker

Wealth Manager

Real Estate Agent

Business Development Manager

Client Services Manager

Professional Service Provider

Healthcare Provider

Investment Advisor

Industries






Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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