Letter to client confirming introduction to separate business
Letter to client confirming introduction to separate business

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

  • Letter to client confirming introduction to separate business
  • Relationship with [name of separate business]
  • Regulation and client protection
  • Reason for recommending [name of separate business]
  • Confidentiality
  • Next steps

[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