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1. Letter Header: Company letterhead, date, reference number, and client's contact details
2. Salutation: Professional greeting addressing the specific client
3. Subject Line: Clear indication of the letter's purpose
4. Introduction: Brief reference to previous discussions or meetings and purpose of the confirmation letter
5. Scope Confirmation: Clear description of the products, services, or arrangements being confirmed
6. Key Terms: Essential commercial terms including pricing, duration, and key deliverables
7. Client Obligations: Clear statement of what is required from the client
8. Next Steps: Clear indication of what happens next and any immediate actions required
9. Closing: Professional closing with contact details for queries and signature block
1. Regulatory Disclosures: Required when the confirmation relates to regulated services, particularly financial services under FAIS Act
2. Data Protection Notice: Required when personal information processing is involved, to comply with POPIA
3. Risk Warnings: Required for financial products or services with specific risks
4. Payment Terms: Include when specific payment arrangements need to be confirmed
5. Termination Provisions: Required when confirming ongoing services with specific termination requirements
6. Compliance Confirmations: Required when specific regulatory compliance confirmations are needed from the client
1. Fee Schedule: Detailed breakdown of fees and charges, if applicable
2. Service Specifications: Detailed description of services or products being provided, if too lengthy for main letter
3. Required Documents: List of documents the client needs to provide, if applicable
4. Terms and Conditions: Standard terms and conditions referenced in the main letter, if applicable
Duration
Fees and Payment
Client Obligations
Service Provider Obligations
Confidentiality
Data Protection
Regulatory Compliance
Limitation of Liability
Termination
Notices
Governing Law
Dispute Resolution
Force Majeure
Entire Understanding
Electronic Communications
Contact Details
Amendment
Assignment
Consumer Protection
Financial Services
Professional Services
Consulting
Legal Services
Accounting Services
Investment Management
Insurance
Real Estate
Banking
Wealth Management
Business Advisory
Technology Services
Healthcare Services
Legal
Compliance
Client Services
Business Development
Sales
Operations
Risk Management
Account Management
Customer Success
Administrative Support
Relationship Manager
Account Executive
Business Development Manager
Compliance Officer
Legal Counsel
Client Services Manager
Financial Advisor
Sales Director
Contract Manager
Operations Manager
Risk Manager
Partner
Managing Director
Customer Success Manager
Business Manager
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