Thank you letter to New Client

January 19, 2018

Dear *|FNAME|*,


I just wanted to take a moment to thank you for implementing your financial plans with ABC Pte Ltd. 
I am glad that together, we are able to meet your financial needs and objectives and provide you with the plans that are most suitable.
I value and appreciate your trust and confidence as a client and am very grateful to have the opportunity to serve as your Financial Adviser.  
Please feel free to let me know if you have any questions about the policy or any financial planning matters. 
In the meanwhile, if you know of anyone who could benefit from my services, I would be honoured if you would refer them to me so that they too can achieve a safe, secured and successful financial future.


Once again, thanks for your business!

 

Rgds
 

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