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Disengagement checklist

This checklist will help you assess and record the reasons underlying the client disengagement, highlighting any issues requiring further clarification or action and help you to establish procedures to mitigate any risk of subsequent complaint.

Issued: September 2012
Last reviewed: January 2020

Wherever possible, the disengagement should be confirmed in writing in a suitably worded Disengagement Letter (see our helpsheet disengagement letters).