Referral and fee sharing arrangement—annual review—personal injury and non-personal injury
Referral and fee sharing arrangement—annual review—personal injury and non-personal injury

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

  • Referral and fee sharing arrangement—annual review—personal injury and non-personal injury
  • A: General information
  • B: Referral and fee sharing monitoring carried out since last annual review
  • C: Review and findings
  • D: Actions identified as a result of this review

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 monitoring carried out since last annual review

Please complete the following table based on any [quarterly] Referral and fee sharing monitoring reports completed since the last annual review

Date of each [quarterly] monitoring exercise Number of client files reviewed for purpose of monitoring exercise
[Insert date of first monitoring exercise] [State how many client files were reviewed for the purpose of monitoring exercise]
[Insert date of second monitoring exercise]