Referrals & fee sharing

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Precedents
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Practice notes
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Precedents
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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 Referrals & fee sharing content

Precedents
This Agreement is made on [date]Parties1[insert name of company] [of OR a company incorporated in [England and Wales] under number [insert registered...
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15th Mar
Precedents
This Agreement is made on [insert date]Parties1[insert name of company] [of OR a company incorporated in [England and Wales] under number [insert...
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25th Feb
Precedents
1Introduction1.1This policy applies when we receive referrals of potential clients from third parties and/or agree to share our fees with third...
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14th Feb
Precedents
Option 1: Payments made to independent claims management companyYour matter was referred to us by [insert name of introducer], which is a claims...
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14th Feb
Precedents
1Introduction1.1This policy covers arrangements:1.1.1for referrals received by the firm and/or1.1.2to share our fees with third parties1.2These are...
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14th Feb
Precedents
1Introduction1.1This policy covers arrangements:1.1.1for referrals received by the firm and/or1.1.2to share our fees with third parties1.2These are...
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14th Feb
Practice notes
This Practice Note explains the statutory regime underpinning the personal injury (PI) referral fee ban—the Legal Aid, Sentencing and Punishment of...
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15th Jan
Practice notes
This Practice Note reflects requirements in the SRA Codes of Conduct 2019 (2019 Codes) in relation to referral and fee sharing arrangements, in force...
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15th Jan
Practice notes
This Practice Note explains the Solicitors Regulation Authority’s (SRA’s) requirements regarding personal injury referral arrangements. It reflects...
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15th Jan
Q&As
There is nothing essentially wrong with law firms employing non-lawyers or with law firms engaging with lawyers or non-lawyers to drive clients. The...
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Produced in partnership with Dr David Smith of JMW Solicitors LLP 8th Jan
Practice notes
This Practice Note contrasts the requirements in the Solicitors Regulation Authority’s (SRA’s) 2011 and 2019 regimes in relation to referral and fee...
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7th Dec
Practice notes
This Practice Note explains the systems and controls you should consider implementing to identify prohibited personal injury (PI) referral...
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7th Dec
Practice notes
This Practice Note covers regulatory requirements for referrals to the firm and arrangements to share fees other than relating to personal injury and...
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7th Dec
Practice notes
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...
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7th Dec
Precedents
A: General informationDate of annual review[Insert the date on which the annual review was carried out]Person conducting annual reviewB: Referral and...
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7th Dec
Precedents
This precedent can be used to undertake routine monitoring of any referral and fee sharing arrangement in place.It can be used for personal injury and...
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7th Dec
Precedents
You should retain records and management information (MI) to enable you to demonstrate that any payments made in respect of personal injury (PI)...
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7th Dec
Precedents
A: Background informationName of introducer/fee sharerFinancial or other terms of the arrangementName of person responsible for relationship with this...
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7th Dec
Precedents
A: Background informationName of introducer/fee sharerFinancial or other terms of the arrangementName of person responsible for relationship with this...
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7th Dec
Precedents

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7th Dec

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