3. Taking instructions.

Taking instructions from the client is normally the first step taken by the solicitor at the outset of a conveyancing transaction. Instructions should be obtained to cover all foreseeable aspects of the transaction so that an overview of the entire transaction can be considered and appropriate advice given to the client.

The solicitor must consider the origin of his instructions to ensure that they comply with the SRA Principles 2011 and the SRA Code of Conduct 20111.

The following are some of the main circumstances in which instructions must be declined to ensure such compliance2:


    (1)     where to act would involve