File note—insurance demands and needs—law firms
File note—insurance demands and needs—law firms

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

  • File note—insurance demands and needs—law firms

    1. 1

      Client’s demands and needs

      What risk does the client need to insure and why?[Describe the risk the client needs to insure and why]
      What checks have you made to establish whether the client has existing insurance that may cover this risk?[Describe the checks you have made to establish whether the client already has insurance or other indemnity that may be suitable, eg under their household insurance policy or via a trade union]
    1. 2

      The recommended insurance

      Name of proposed insurance provider
      What type of policy are you recommending?[Insert, eg Defective title insurance]
      How much is the premium or how is the premium calculated?[Insert amount or form

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