The following Practice Compliance precedent provides comprehensive and up to date legal information covering:
This policy covers situations where we introduce, refer or recommend our client to a third party. For the sake of consistency, this policy uses the term 'introduce'. You should, however, assume that any reference in this policy to the terms:
‘introduce’ includes ‘refer’ or ‘recommend’, and
‘introduction’ includes ‘referral’ or ‘recommendation’
Difference between instructing a third party and introducing a client to a third party
Introducing a client to a third party such as a financial adviser or other lawyer is not the same as instructing a third party (eg a barrister or expert) to provide input into a client’s matter. The difference, in practical terms, is set out in the table below:
This policy applies when we introduce clients to third parties such as financial advisors, estate agents or other lawyers. For the sake of simplicity,
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