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 or where you are assisting others in your personal capacity. 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 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,