Referrals & fee sharing

Referrals & fee sharing guidance:

In early 2013, the Solicitors Regulation Authority (SRA) published a consultation document on the ban on referral fees in personal injury (PI) cases. This...

Practice Note

This Agreement is made on [insert date] Parties 1 [insert name of company] [of OR a company incorporated in [England and Wales] under number [insert registered number]...

Precedents

DRAFTING FOR BREXIT: As of exit day (11pm on 31 January 2020) the UK is no longer an EU Member State. However, in accordance with the Withdrawal Agreement, the UK has...

Precedents

Option 1: Payments made to independent claims management company Your matter was referred to us by [insert name of introducer], which is a claims management company. We...

Precedents

This Practice Note explains the Solicitors Regulation Authority’s (SRA’s) requirements regarding personal injury referral arrangements. It reflects the SRA Handbook 2011...

Practice Note

This Practice Note explains the systems and controls you should consider implementing to identify prohibited personal injury (PI) referral arrangements and ensure you...

Practice Note

This Practice Note explains the statutory regime underpinning the personal injury (PI) referral fee ban—the Legal Aid, Sentencing and Punishment of Offenders Act 2012...

Practice Note

This Practice Note summarises guidance and examples given by the Solicitors Regulation Authority (SRA) about what may constitute a permitted or prohibited referral...

Practice Note

A: Background information Name of introducer/fee sharer Financial or other terms of the arrangement Name of person responsible for relationship with this introducer/fee...

Precedents

A: Background information Name of introducer/fee sharer Financial or other terms of the arrangement Name of person responsible for relationship with this introducer/fee...

Precedents

A: General information Date of annual review[Insert the date on which the annual review was carried out] Person conducting annual review B: Referral and fee sharing...

Precedents

This Practice Note reflects requirements in the SRA Codes of Conduct 2019 (2019 Codes) in relation to referral and fee sharing arrangements, in force from 25 November...

Practice Note

This Practice Note covers regulatory requirements for referrals to the firm and arrangements to share fees other than relating to personal injury and ancillary claims,...

Practice Note

This Practice Note covers regulatory requirements for referrals to the firm and arrangements to share fees other than relating to personal injury and ancillary claims,...

Practice Note

This Practice Note covers systems and controls you should implement to monitor referrals to the firm and any arrangements to share fees, apart from in...

Practice Note

This Practice Note covers systems and controls you should implement to monitor referrals to the firm and any arrangements to share fees, apart from in relation to...

Practice Note

1 Introduction 1.1 This policy applies when we receive referrals of potential clients from third parties and/or agree to share our fees with third parties. 1.2 For...

Precedents

1 Introduction 1.1 This policy covers arrangements: 1.1.1 for referrals received by the firm and/or 1.1.2 to share our fees with third parties 1.2 These are regulated by...

Precedents

1 Introduction 1.1 This policy covers arrangements: 1.1.1 for referrals received by the firm and/or 1.1.2 to share our fees with third parties 1.2 These are regulated by...

Precedents

Details of arrangement Person making request[Insert the name of the requestor] Date of request Name of proposed introducer/fee sharer Financial or other terms proposed Do...

Precedents

Option 1: Fixed referral fee wording Your matter was referred to us by [insert name of introducer], to whom we have paid a referral fee of £[insert amount]. We will not...

Precedents

This Practice Note contrasts the requirements in the Solicitors Regulation Authority’s (SRA’s) 2011 and 2019 regimes in relation to referral and fee sharing arrangements....

Practice Note

You should retain records and management information (MI) to enable you to demonstrate that any payments made in respect of personal injury (PI) referrals are lawful. MI...

Precedents
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