The Professional Clearance Letter Template UK is offered in multiple formats, including PDF, Word, and Google Docs, providing editable and printable examples for your convenience.
Professional Clearance Letter Template UK Editable – PrintableSample
Professional Clearance Letter Template UK 1. Applicant Information 2. Current Employer Information 3. Previous Employer Information 4. Reason for Clearance Request 5. Details of Information Requested 6. Consent for Reference Check 7. Additional Comments 8. Communication Preferences 9. Declaration 10. Signatures
PDF
WORD
Examples
[Name of the Firm]
[Firm’s Address]
[Firm’s Phone]
[Firm’s Email]
[Name of the New Service Provider]
[Provider’s Address]
[Provider’s Phone]
[Provider’s Email]
[Date of Letter]
Professional Clearance Request for [Name of Client]
We are writing to formally request your cooperation in providing professional clearance for our mutual client, [Name of Client], who has decided to transition their services to your firm effective [Transition Date].
The client, [Name of Client], has been with our firm since [Start Date]. Their primary services include [List of Services Provided].
As of the date of this letter, there are no outstanding fees or services due on part of the client. We confirm that [List any pending matters or documents needed from the client].
We hereby confirm that all information regarding [Name of Client] remains confidential and will be treated with utmost privacy as per relevant regulations including GDPR.
We kindly ask you to confirm receipt of this letter and your agreement to accept [Name of Client] as a new client under your professional care. Please let us know if you require any additional information to facilitate this process.
Thank you for your attention to this matter. We look forward to your prompt response to finalize the transition. If you have any queries, please contact us at [Firm’s Phone] or [Firm’s Email].
[Signature]
[Name of the Sender]
[Position in the Firm]
[Name of the Firm]
[Name of the Previous Firm]
[Firm’s Address]
[Firm’s Phone]
[Firm’s Email]
[Name of the New Service Provider]
[Provider’s Address]
[Provider’s Phone]
[Provider’s Email]
[Date of Letter]
Request for Professional Clearance for [Name of Client]
This letter serves as a formal request for professional clearance concerning [Name of Client] who will be transferring their account to your firm. Our objective is to ensure a smooth transition while upholding the ethical standards pertaining to client relationships.
We have provided the following services to [Name of Client]: [List all significant services, e.g., tax preparation, accounting, advisory].
We confirm that all billing and services are settled up to the date of this letter. There are no open matters requiring further action on your part or [Name of Client].
We are committed to assisting in the transition process and will provide all necessary documentation to facilitate your acceptance of [Name of Client]. Please specify any documents you may require.
As per professional conduct regulations, we assure you that no sensitive or confidential information has been or will be disclosed, ensuring the integrity of your practice.
We appreciate your cooperation in this matter and look forward to your acknowledgment of receipt and acceptance of [Name of Client]. If you have any questions or require further discussion, please do not hesitate to contact me.
[Signature]
[Name of the Sender]
[Position in the Previous Firm]
[Name of the Previous Firm]
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