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Precedents
1DefinitionsModern Slavery Policy•means the Customer's anti-slavery and human trafficking policy as set out in Schedule [insert] as updated by the...
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9th Nov
Practice notes
Source of funds and wealth was a key focus of the SRA’s Preventing Money Laundering and Financing of Terrorism thematic review, published in March...
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9th Nov
Practice notes
This Practice Note provides an introduction to retained EU law, which is an entirely new legal concept introduced to UK domestic law in preparation...
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9th Nov
Precedents
DRAFTING FOR BREXIT: For the latest information on the impact of Brexit on the drafting, negotiation and enforceability of this Precedent, see...
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9th Nov
Precedents
How to use this testThese questions are designed to test your understanding after your attendance at our training on avoiding bribery and...
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9th Nov
Practice notes
The compliance officer for legal practice (COLP) sits at the heart of the firm's regulatory arrangements. This does not mean that the firm and its...
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9th Nov

Most recent Client care letters & TOB content

Precedents
STOP PRESS: Draft Legal Sector Affinity Group (LSAG) AML guidance was published on 20 January 2021. It awaits approval by HM Treasury and any content...
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26th Jan
Practice notes
This Practice Note contains a chronological list of substantive changes to our Client care letter 2019—law firms and Terms of business 2019—law firms...
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18th Jan
Precedents
Dear [Insert client’s name]Re [describe matter]Thank you for your instructions to act on your behalf in connection with [describe matter]. This...
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14th Jan
Precedents
[Letterhead]Dear [insert client’s name]Re [insert summary of the scope of services covered by the general retainer]This general retainer letter and...
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13th Jan
Precedents
The [law governing the ]way in which we are required to treat your personal data [has changed OR is changing], as a result of [insert reason, eg the...
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13th Jan
Precedents
CFA in privacy or insolvency proceedingsWe have discussed various options for funding your costs, such as:•legal expense insurance, eg under your...
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13th Jan
Practice notes
This Practice Note is intended for law firms. It sets out key information requirements in the SRA Standards and Regulations that are relevant to...
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13th Jan
Precedents
1Our contract with you1.1These Terms of Business (as updated from time to time) apply to all work we do on your behalf. It is an important...
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12th Jan
Precedents
Thank you for providing instructions on behalf of [insert corporate client’s name] in relation to [insert description of matter].We are required to...
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12th Jan
Precedents
Standard DBA (personal injury and clinical negligence)We have discussed various options for funding your costs, such as:•legal expense insurance, eg...
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12th Jan
Precedents
Standard CFA (success fee and costs insurance premium not recoverable inter partes)We have discussed various options for funding your costs, such...
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12th Jan
Precedents
Standard DBA (employment tribunal)We have discussed various options for funding your costs, such as:•legal expense insurance, eg under your house or...
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12th Jan
Precedents
Standard CFA (success fee and costs insurance premium not recoverable inter partes)We have discussed various options for funding your costs, such...
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12th Jan
Precedents
CFA in diffuse mesothelioma proceedingsWe have discussed various options for funding your costs, such as:•legal expense insurance, eg under your house...
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12th Jan
Precedents
Standard DBA (general litigation or advocacy)We have discussed various options for funding your costs, such as:•legal expense insurance, eg under your...
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12th Jan
Precedents
Standard CFA (success fee and costs insurance premium not recoverable inter partes)We have discussed various options for funding your costs, such...
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12th Jan
Q&As
An agreed fee as defined in the SRA Accounts Rules under rule 17.5 is:‘A payment for an agreed fee must be paid into an office account. An "agreed...
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Produced in partnership with Sarah Charlton of ILFM 8th Jan
Q&As
Key legal issues for guaranteesGuarantees are contracts and must therefore satisfy the four basic requirements for a...
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Produced in partnership with Russell Kelsall LLB (Hull); LPC (Shef) of TLT 8th Jan
Q&As
You must ensure clients receive the best possible information about:•how their matter will be priced and•the likely overall cost of the matter and any...
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Produced in partnership with Peter Steel of Augury Consulting Limited 8th Jan
Precedents
IP COMPLETION DAY: 11pm (GMT) on 31 December 2020 marks the end of the Brexit transition/implementation period entered into following the UK’s...
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23rd Dec

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