Letter to client confirming introduction to separate business

The following Practice Compliance precedent provides comprehensive and up to date legal information covering:

  • Letter to client confirming introduction to separate business

Letter to client confirming introduction to separate business

[We have reached a stage in your matter where OR Now that we have concluded your matter], we believe it would be in your best interests to [state what you wish to introduce the client for].

Relationship with [name of separate business]

[State precise relationship between the firm and separate business, eg The partners in [state name of your firm] own 50% of the shares in [name of separate business]]

[name of separate business] is, however, an entirely separate business to [state name of your firm][, even though:]

  1. [we share the same or similar name, branding, or staff

  2. our premises are shared with or close to [name of separate business]

  3. we have shared or linked or websites and contact details

  4. we will conduct joint publicity with [name of separate business]]

It is important that you understand:

  1. we are not instructing [name of separate business] on your behalf—we are simply referring you to [name of separate business] and you will instruct them direct for [state what you wish to introduce the client for]

  2. [name of separate business] will advise you independently of [state name of your firm]

  3. we are not responsible for the advice given by [name of separate business]

  4. [name of separate business] will invoice you direct and you will be liable for their fees

We have a financial interest in referring

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