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1. Letterhead: Professional letterhead including accountant's name, firm details, professional qualifications, and contact information
2. Date and Reference Number: Current date and unique reference number for tracking purposes
3. Addressee Details: Full name and address of the recipient or organization requesting the reference
4. Subject Line: Clear indication that this is a Reference Letter for [Client Name]
5. Client Identification: Full legal name of the client, any relevant registration numbers, and business address if applicable
6. Relationship Statement: Duration and nature of professional relationship with the client
7. Professional Confirmation: Statement confirming the professional capacity in which services are provided
8. Closing: Professional closing statement, signature block, and professional credentials
1. Financial Status Confirmation: Specific details about client's financial position, used when letter is for loan or credit applications
2. Income Verification: Confirmation of income levels, typically included for visa applications or mortgage purposes
3. Tax Compliance Statement: Statement regarding tax filing status and compliance, used when required by authorities
4. Business Performance Overview: Brief overview of business performance metrics, included for business loan applications
5. Disclaimer: Legal disclaimers regarding the scope and limitations of the reference, added when required by firm policy or specific circumstances
1. Financial Summary Schedule: Brief summary of key financial figures if required for specific purposes
2. Service History Appendix: Detailed list of professional services provided to the client if relevant
3. Professional Credentials Appendix: Copies of relevant professional certifications and memberships when required by recipient
The Firm
The Client
Professional Services
Financial Year
Financial Records
Professional Relationship
Reference Period
Engagement Letter
ICAP
Financial Statements
Tax Year
Business Registration Number
National Tax Number (NTN)
Professional Standards
Regulatory Authority
Scope of Services
Financial Position
Reporting Currency
Compliance Period
Client Identification
Relationship Confirmation
Purpose Statement
Professional Opinion
Financial Status
Confidentiality
Disclaimer
Limitation of Liability
Professional Credentials
Regulatory Compliance
Verification Statement
Duration of Association
Scope of Services
Authentication
Financial Services
Professional Services
Banking
Real Estate
Immigration Services
Corporate Services
Small and Medium Enterprises
Retail
Manufacturing
International Trade
Healthcare
Education
Non-Profit Organizations
Finance
Accounting
Compliance
Legal
Credit Assessment
Risk Management
Audit
Tax
Business Advisory
Corporate Governance
Visa Processing
Loan Processing
Chartered Accountant
Financial Controller
Chief Financial Officer
Finance Manager
Compliance Officer
Audit Manager
Tax Consultant
Business Advisor
Finance Director
Company Secretary
Credit Manager
Loan Officer
Immigration Officer
Business Development Manager
Risk Assessment Officer
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