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Disengagement Letter for Switzerland

Disengagement Letter Template for Switzerland

A formal document governed by Swiss law that officially terminates a professional service engagement between a service provider and their client. This document addresses the conclusion of services, outlines final responsibilities, describes document handling procedures, addresses outstanding fees, and establishes ongoing obligations under Swiss regulations. It ensures compliance with Swiss Code of Obligations and relevant professional regulations while providing clear documentation of the termination process and protecting both parties' interests in accordance with Swiss legal requirements.

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Disengagement Letter

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What is a Disengagement Letter?

A Disengagement Letter is a crucial document used in Switzerland to formally conclude a professional service relationship between a service provider and their client. It serves multiple purposes under Swiss law, including documenting the termination date, addressing final billing arrangements, establishing document retention protocols, and outlining continuing obligations such as confidentiality and data protection. The letter must comply with the Swiss Code of Obligations and relevant professional regulations, particularly important in regulated industries such as legal, financial, and professional services. This document helps manage risk, ensures clear communication, and provides a formal record of the service termination while protecting both parties' interests. The Disengagement Letter is especially critical in situations involving sensitive client information, regulatory oversight, or complex service arrangements.

What sections should be included in a Disengagement Letter?

1. Letterhead and Date: Professional letterhead including firm details and current date

2. Recipient Details: Full name and address of the client

3. Reference Line: Matter reference and subject line identifying the engagement being terminated

4. Confirmation of Termination: Clear statement confirming the termination of services and effective date

5. Summary of Services: Brief overview of services provided to date and current status

6. Final Actions: List of any final tasks to be completed before disengagement

7. Document Handling: Information about return or retention of client documents

8. Outstanding Fees: Statement regarding final billing and payment arrangements

9. Continuing Obligations: Overview of ongoing confidentiality and professional obligations

10. Next Steps: Clear instructions for the client regarding any necessary actions

11. Closure: Professional closing with signature block

What sections are optional to include in a Disengagement Letter?

1. Transition Arrangements: Include when services need to be transferred to another provider

2. Regulatory Notifications: Required for regulated services where authorities must be notified

3. Conflict Clearance: Include when future conflict clearance permissions are needed

4. Insurance Claims: Include when there are ongoing or potential insurance matters

5. Intellectual Property: Include when IP rights need to be addressed

6. Data Protection: Include specific section when significant personal data processing occurred during engagement

What schedules should be included in a Disengagement Letter?

1. Final Invoice: Detailed breakdown of final fees and expenses

2. Document Register: List of all client documents held and their proposed handling

3. Handover Checklist: Detailed list of items requiring action for successful disengagement

4. Ongoing Matters Summary: List of any ongoing matters and their status, including critical deadlines

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok成人版 | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Switzerland

Document Type

Termination Letter

Cost

Free to use
Relevant legal definitions




















Clauses




















Relevant Industries

Legal Services

Financial Services

Professional Services

Consulting

Accounting

Investment Management

Insurance

Banking

Corporate Services

Wealth Management

Tax Advisory

Audit Services

Relevant Teams

Legal

Compliance

Risk Management

Client Services

Operations

Professional Services

Account Management

Business Development

Quality Assurance

Document Management

Relevant Roles

Managing Partner

Relationship Manager

Client Service Director

Legal Counsel

Compliance Officer

Risk Manager

Account Director

Professional Services Manager

Engagement Partner

Client Services Executive

Operations Director

Practice Manager

Senior Consultant

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks, 聽Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination, 聽Severance Pay, Governing Law, Entire Agreemen

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