Informing a Client about a Change in Policy

This is a sample email telling a client that the company has recently made some changes in its policy.
Please take note of the following:
● It is important that the EMAIL SUBJECT line clearly state the content of the email.
● Give reasons for the change and the exact period when these changes will be implemented.
● Clearly state how the new policy differs from the old one and how it would affect the client.
● Give contact details in case the client wants to ask for more information or if he/she wants a
complete copy of the new policy.

EMAIL SUBJECT: Le Blanc's new policies on private banking accounts

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January 15, 2008

Mr. Jonah Jameson

2453 Bel Air Avenue, Buenos Aires
Argentina 1147

Dear Sir:

I am writing to inform you that Le Blanc will be implementing a new set of policies regarding
transactions by authorized representatives of private banking account holders starting next month.
These new policies are designed to improve our firm's ability to protect your privacy and to ensure that
your account is protected from internet and identity fraud.

The changes are as follows:

● The account managers of private banking accounts would be advised to no longer accept scanned
authorization letters from clients sent via email. Instead, only faxed letters sent through validated
phone lines and received 12 hours before the desired transaction will be considered.
● Authorized representatives would be required to present valid passports in addition to their
company identification cards before they are allowed to transact on behalf of the account holders.
● The firm now requires that account holders inform the firm of any change in residence or business
address one month instead of two weeks before the move. This is to ensure that important
documents are delivered to the correct address.

Mr. Jameson, these policy changes would require additional measures on your part and the firm
apologizes for any inconvenience this may cause you. Please understand that the firm is doing its best
to ensure that your privacy and account information is kept secure in the face of on-line fraud.

Please feel free to contact me or my staff if you wish to know more about these policy changes. We
would be happy to help you adjust to our new procedures.
Best regards,

Maria Schaeffer
Legal Department, Le Blanc
3284 Main Avenue
Lausanne, Switzerland