Instructing third parties

Instructing third parties guidance:

This Practice Note provides guidance on suggested procedures for evaluating and monitoring third parties such as barristers and experts who are instructed by your firm on...

Practice Note

This Practice Note reflects requirements in the SRA Codes of Conduct 2019 in relation to instructing third parties, in force from 25 November 2019. There is a separate...

Practice Note

1 Introduction 1.1 This policy describes our approach to instructing experts, barristers and other third parties to provide input into a client’s matter. For the sake of...

Precedents

1 Introduction 1.1 This policy describes our approach to instructing experts, barristers and other third parties to provide input into a client’s matter. For the sake of...

Precedents

A: General information Date of review Person(s) conducting review B: Review and findings Are your Instructing third parties policy and processes up to date and fit for...

Precedents

A: General information Date of review Person(s) conducting review B: Review and findings Is your Register of third parties up to date?Yes/No If no, ensure you set an...

Precedents

STOP PRESS: The SRA Standards and Regulations (also known as the ‘StaRs’) are in force from 25 November 2019. They replace the SRA Handbook 2011. Key changes include...

Precedents

This Practice Note explains the regulatory requirements that apply when you instruct an expert, barrister or other third party on your client’s matter. This is not the...

Practice Note

This Practice Note explains the regulatory requirements that apply when you instruct an expert, barrister or other third party on your client’s matter. This is not the...

Practice Note

This Practice Note contrasts the requirements in the SRA’s 2011 and 2019 regimes in relation to introductions and instructions to third parties. For more detailed...

Practice Note

We have instructed [insert name of barrister] of [insert name of chambers] to [state what you have instructed the barrister to do]. [We expect to receive the barrister’s...

Precedents

This form should be completed by fee earners and sent to [the compliance officer for legal practice] after a third party has carried out your instructions. There is one...

Precedents

STOP PRESS: The SRA Standards and Regulations (also known as the ‘StaRs’) are in force from 25 November 2019. They replace the SRA Handbook 2011. Key changes include...

Precedents
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