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Practice notes
AML and counter-terrorist financing—source of funds and source of wealthSource of funds and wealth was a key focus of the SRA’s Preventing Money...
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19th May
Practice notes
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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19th May
Practice notes
Compliance officer for legal practice—COLP—title and duties 2011 [Archived]The compliance officer for legal practice (COLP) sits at the heart of the...
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19th May
Practice notes
Brexit—exiting the EU under Article 50 [Archived]ARCHIVED: This Practice Note has been archived and is not maintained.This Practice Note contains...
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Produced in partnership with Adam Cygan of University of Leicester 19th May
Practice notes
SRA Accounts Rules 2019This Practice Note sets out the requirements of the SRA Accounts Rules 2019 (the 2019 Rules), in force from 25 November 2019,...
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19th May
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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19th May
Practice notes
High-risk third countries trackerOrganisations caught by the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer)...
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19th May
Practice notes
Active bribery, passive bribery and bribing foreign public officialsThe purpose of this Practice Note is to provide a general understanding of the...
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Produced in partnership with Joanne Kane of Carmelite Chambers 19th May
Precedents
In briefThis precedent links to: •a template created by the UK Information Commissioner’s Office (ICO) of the ‘Set II’ or ‘2004’ EU Standard...
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19th May
Practice notes
Introduction to retained EU lawThis Practice Note provides an introduction to retained EU law. It provides an overview of the key definitions and...
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Produced in partnership with Dr. Kieran Laird of Gowling WLG 19th May
Practice notes
Safeguards and information barriersProtection of confidential information is fundamental to your relationship with clients, both as a matter of law...
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19th May
Practice notes
Undertakings and the SRA 2019What is an undertaking?An undertaking is:•a statement, given orally or in writing, whether or not it includes the word...
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19th May
Practice notes
Duties of confidentiality and disclosure 2019The protection of confidential information is a fundamental feature of the solicitor-client relationship...
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19th May
Precedents
1IntroductionThis financial sanctions policy is designed to ensure we comply with applicable financial sanctions laws made under the UK sanctions...
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19th May
Practice notes
SRA Handbook 2011 [Archived]The SRA Handbook 2011 sets out standards and requirements that individual lawyers and firms are expected to achieve and...
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19th May
Practice notes
Working with European lawyers—the Registered European Lawyer (REL) regimeAt 11 pm (GMT) on 31 December 2020, the Brexit transition/implementation...
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19th May

Most recent Unbundled services content

Practice notes
Separate business and unbundling legal services 2019The SRA Standards and Regulations permit law firms and legal service providers to restructure...
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14th Sep
Precedents
Letter reporting to client on outcome of matterDear [Name]Re: [matter reference and description]We have now completed your matter and would like to...
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16th Aug
Precedents
Unbundled advice or assistance only—client care letterLetterheadDear [insert client's name]Re [describe matter]Thank you for your instructions to...
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15th Aug
Precedents
Letter to court—unbundled civil or family advocacy servicesTo The JudgeIn [insert] CourtCase no: [insert] between: [insert parties]Date of hearing:...
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15th Aug
Precedents
Unbundled advocacy—client care letterLetterheadDear [insert client's name]Re [describe matter]Thank you for your instructions to attend [insert name...
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15th Aug
Precedents
Unbundled legal services—initial instructions attendance noteComplete this attendance note when dealing with an initial enquiry and/or when taking...
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15th Aug
Precedents
Unbundled/Limited retainer policy1Introduction1.1This policy sets out the procedures to be followed when providing unbundled or limited services to...
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15th Aug
Precedents
Unbundled legal services—attendance note for the substantive serviceComplete this attendance note when providing advice, assistance or litigation...
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15th Aug
Precedents
Letter to opponent—unbundled civil or family advocacy servicesIn [insert] CourtCase no: [insert] between: [insert parties]Date of hearing:...
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15th Aug
Precedents
Unbundled legal services—combined preliminary enquiry and substantive advice attendance noteComplete this attendance note if you receive the client’s...
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15th Aug
Practice notes
Separate business and unbundling legal services—SRA 2011 regime and SRA 2019 regime comparedThis Practice Note contrasts the requirements in the SRA’s...
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15th Aug
Practice notes
What to consider when offering unbundled servicesThis Practice Note provides key information for firms on what to consider when offering advice or...
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31st Jul
Practice notes
Unbundled advocacy and litigation servicesThis Practice Note provides key information for firms when providing unbundled advocacy services or...
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31st Jul
Practice notes
Unbundled legal advice This Practice Note provides key information for firms on unbundled legal advice services. There is a separate Practice Note on...
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31st Jul
Precedents
Unbundled legal services—fee earner checklistComplete this checklist to ensure you have taken all necessary steps to protect the firm and act in the...
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31st Jul
Precedents
Unbundled legal services—client care letter checklistClient care letter containsYes/NoA clear and unambiguous description of the work covered by the...
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31st Jul

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