5. Letter declining client’s request

<date>

<client name>
<client contact person>
<client address>
<client address>

<client email>

Dear <client contact person>,
You have requested I/we provide information or issue a certificate to <insert name of financing institution> (“the lender”). I/We can assist you collect, collate or prepare information that you provide to the lender but are unable to provide information or certificates myself/ourselves.

I/We are unable to do this as I/we have assessed it as an unreasonable risk to our practice and it is contrary to my/our professional association’s regulations.

I/We regret that I/we are unable to assist you with this specific request but look forward to continuing to assist you/your business with other matters relating to <you / your business> in the future. Please find attached an information sheet that may assist you understand the reasons for my/our decision.

Yours sincerely,

<name of accountant>
<name of accounting practice>
<phone number>
<email address>