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

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

  • 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

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 exerciseNumber 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][State how many client files were reviewed for the purpose of monitoring exercise]
[Insert date of third monitoring exercise][State how many client files were reviewed for the purpose of monitoring exercise]

C: Review and findings

Please complete the following table based on your analysis of all [quarterly] referral and fee sharing monitoring reports completed since the last annual review

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