Acting for a partner or employee, or acting for yourself, friends and family—checklist for staff
Acting for a partner or employee, or acting for yourself, friends and family—checklist for staff

The following Practice Compliance precedent provides comprehensive and up to date legal information covering:

  • Acting for a partner or employee, or acting for yourself, friends and family—checklist for staff

This Checklist sets out points you should consider and actions you should take before representing or acting for a partner or employee, yourself, friends or members of your family, including situations where you are instructed jointly by another external client. There is a section for you to insert comments or note action points.

See also [insert, eg our Policy—acting for yourself, friends and family].

    1. 1

      Acting for a partner or employee

      Generally [insert name of firm] will not accept instructions from a partner or employee of the firm in a personal matter relating to that partner/employee or any member of their family (including spouse, civil partner, children, parents, brothers or sisters) or friends (meaning close personal friends where it could be said that our objectivity may be impaired).

      The [insert, eg Board or other decision making body] has, however, agreed that some defined types of work may be undertaken provided our [insert, eg Policy—acting for yourself, friends and family] is complied with.

      Action/ConsiderationComment/Action
      ☐ Check the work is of a type which the [insert, eg Board or other decision making body] has agreed may be undertaken[Insert comment or action]
      ☐ Obtain consent of [identify senior person, eg the COLP] for the proposed arrangement[Insert comment or action]
      ☐ Obtain confirmation of the following matters from [identify senior person, eg the COLP]:
      —who will be the client and matter

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