Preliminary information form meaning

This Checklist outlines the principal considerations when preparing a schedule to a business‑to‑business agreement. For further guidance on drafting commercial contracts, in general, see: Practice Note: Key terms and conditions in commercial contracts Practice Note: Structure and form of commercial contracts Commercial contract drafting and review-checklist Commercial contract review and execution (business personnel)-checklist What are schedules used for? Schedules to an agreement typically hold detailed information about particular aspects of the deal or deviations from a standard contract, and they commonly address commercial matters. These may cover pricing and charges, key personnel, service levels and service credits, technical specifications and statements of work (e.g. details of licensed software, scope of services to be performed, descriptions of products to be provided), territories covered, sales targets, governance, business continuity and disaster recovery, and policies. In more intricate agreements, the appropriate commercial teams within the business often assume responsibility for schedules addressing commercial issues (with input from lawyers where required), as they...

How to use this Checklist This Checklist aims to flag matters that frequently arise during negotiation and drafting of the following agreement types: Website development agreement — long form Website development agreement — short form For more detail on the points raised by this Checklist, see the following Practice Notes: Website design and development Domain names—background, registration and dispute resolution Intellectual property rights considerations for websites For software-specific issues, see Practice Note: Key issues in software licence agreements. Where appropriate, this Checklist may act as the basis for a simple, non-binding heads of terms. For guidance on doing so, see Precedent: Heads of terms—commercial contracts. The third column can be used to note observations or comments while working through the Checklist. Checklist for proposed website development agreement Checklist | Further information | Notes (if any) (A) Key commercial considerations Verify each party’s legal status and whether...

This flowchart shows how to handle a data protection incident (including a cyber security incident) in line with the UK General Data Protection Regulation (UK GDPR). It mirrors the UK GDPR’s rules on reporting and recording personal data breaches, alongside the Information Commissioner’s Office (ICO) guidance on breach management. It charts the end-to-end breach lifecycle, offering direction and links to the relevant precedents for each step of the process. See Precedents: Personal data breach plan, Data breach report form—internal and Data breach assessment and action plan, which steer you through every stage of this workflow. Note 1—assemble data breach team The initial action is to bring together your data breach team. Decide who in the organisation is best positioned to respond promptly to the incident and who should support the ensuing enquiry. This typically calls for contributions from specialists across the business, including IT, HR and compliance/legal, and may, in some instances, involve engagement with external stakeholders and suppliers. The Precedent: Personal data breach plan urges you to...

In this issue Key DR developments Claims and remedies Costs and funding Litigation Applications—general Evidence and disclosure Appeals New content Dates for your diary Useful information Daily and weekly news alerts Key DR developments CPR Committee minutes Minutes of the CPR Committee meeting—6 June 2025: The Civil Procedure Rule Committee met on 6 June 2025 in a hybrid session at The Rolls Building (Royal Courts of Justice) and via video conference. The minutes confirm a forthcoming CPR 51 pilot enabling non-parties to obtain court documents, arising from the Supreme Court ruling in Cape Intermediate Holdings Ltd v Dring [2019] UKSC 38. They also record approved amendments to the e‑working pilot, progressing towards a permanent electronic filing system as part of ongoing court modernisation. Further topics included summary assessment of costs, arbitration updates, disclosure, civil restraint orders, closed material procedures, judicial review reforms for infrastructure projects, whiplash reforms, digital services and other procedural...

In this issue: Key DR developments Claims and remedies Pre-action and limitation Litigation Applications—general Evidence and disclosure New content Dates for your diary Useful information LexTalk®Dispute Resolution: a Lexis®Nexis community Daily and weekly news alerts Key DR developments Minutes KBD court user meeting minutes released: The record of the King’s Bench Division (KBD) court user meeting held on 25 April 2024 is now available. The agenda covered seal dates on court papers, time slots for applications, supplying hearing bundles, delays with Foreign Process, and directing writs of possession to the local District Registry rather than the High Court at the Royal Courts of Justice, plus other items including CE-File rejections—see: LNB News 01/05/2024 85—Minutes from King’s Bench Division court user meeting on 25 April 2024. Guidance Damages Claims Pilot guidance refreshed: HM Courts and Tribunals Service (HMCTS) has revised the Damages Claims Portal (DCP) guidance for cases under CPR PD...

In this issue Key DR developments Claims and remedies Cross-border disputes Injunctions Litigation Case management Civil appeals Scottish Dispute Resolution New content Dates for your diary Useful information LexTalk®Dispute Resolution: a Lexis®Nexis community Daily and weekly news alerts Key DR developments Speeches Master of the Rolls delivers a speech that highlights the International Jurisdiction Taskforce to align digital asset laws The Courts and Tribunals Judiciary has released the speech by Sir Geoffrey Vos, Master of the Rolls, delivered on 6 November 2025 at the 45th Anniversary of the Centre for Commercial Law Studies, Queen Mary University of London. In that address, he set out the creation and remit of the International Jurisdiction Taskforce—an international body formed in July 2025 to foster alignment of private law systems for digital assets, digital finance and digital trade across multiple jurisdictions, including the UK, the United States of America, France, Singapore, Australia, Japan...

This Practice Note examines enquiries before contract—also referred to as pre-contract enquiries, preliminary enquiries or standard enquiries—within residential conveyancing transactions. It proceeds on the basis that the parties have adopted the Law Society Conveyancing Protocol (2019) (the Protocol) and that the buyer’s conveyancer is additionally acting for a lender in line with the UK Finance Mortgage Lenders’ Handbook (the UKFML Handbook) or the Building Societies Association Mortgage Instructions (the BSA Instructions). See Practice Notes: The Law Society’s Conveyancing Protocol and Lenders' instructions—the UK Finance Mortgage Lenders' Handbook and the Building Societies Association Mortgage Instructions. Why raise enquiries? At common law, the guiding doctrine is ‘caveat emptor’—‘let the buyer beware’—so a seller has only a limited duty to disclose information about the property. It is principally for the buyer to ensure they understand what they are purchasing, including the nature of the property and any rights or liabilities that may attach to it. Accordingly, a buyer’s conveyancer raises enquiries before contract to secure information about the property...

Practice Note This Practice Note consists of two strands created to help dispute resolution practitioners remain up to date with developments in case law that affect their field, or which influence civil litigation procedure more generally: selected forthcoming appeals to the Supreme Court are highlighted below; see Key forthcoming appeals to the Supreme Court—2022 summaries of significant appeal decisions in England and Wales (ie rulings of the Court of Appeal and Supreme Court and, where appropriate, certain judgments of the Competition Appeal Tribunal, Judicial Committee of the Privy Council, Court of Justice of the European Union), and ECtHR, which we have covered; see: Key forthcoming appeal cases—2022 You can navigate this content using the table of contents in the left-hand margin. Alternatively, search this tracker using [CTRL]+[F]. This material is not intended to be a comprehensive register of every appeal or major decision relevant to dispute resolution practitioners. Key forthcoming appeals to the Supreme Court—2022 Tort and negligence ...

This Practice Note This Practice Note outlines the steps involved in transferring a commercial property. It proceeds on the basis that the asset is a registered freehold or leasehold, is being disposed of with vacant possession or subject to existing lease(s), and is being bought either as an investment or for the purchaser’s own occupation. It sets out the principal sections that map the usual stages of a sale and purchase, with each section signposting Lexis+ UK resources offering fuller guidance on the subjects covered: Preliminary matters Pre-exchange—the due diligence process The contract and exchange Between exchange and completion Completing the transaction Post completion The guidance here is not exhaustive and will not address every eventuality for every transaction. See also: Structure of real estate finance—overview Real estate in corporate transactions—overview Practice Note: Buying from an insolvency practitioner—the sales process and insolvency issues in property Practice Notes: Property development joint ventures—acting for...

1. Data breach team Limiting harm is the immediate priority after a security incident. You will require a dedicated group to oversee the data breach. What should you do? ☐ Form a data breach team, including your data protection officer (DPO) and/or data protection manager (DPM) (if you have one), head of legal/compliance, head of IT, and head of HR (if employee data is affected). ☐ Nominate a person to lead the team (ideally not your head of IT). 2. Preliminary notifications Your first reaction might be to inform affected individuals and regulators, but you need sufficient detail before deciding if that is required or appropriate. The deadline for notifying the Information Commissioner’s Office (ICO) under the UK General Data Protection Regulation (UK GDPR) is 72 hours from becoming aware of the breach, and the UK GDPR Recitals indicate you should notify the ICO first before contacting data subjects. In the first 24 hours, prioritise containment and recovery. What should you...

1 Preliminary data Assess information Reply Basis for assessment (Please select every option that fits) ☐ Grievance ☐ Standard file check/review ☐ Fee earner enquiry ☐ AML inspection ☐ Alternative ([ add rationale ]) Does the client/matter pose high risk?...

This Agreement is dated [ insert day and month ] 20[ insert year ] Parties [ insert selling corporate entity ] incorporated in England and Wales under number [ insert company number ] with its registered office at [ insert address ] (the Seller) [ insert name of purchasing corporate entity ] incorporated in England and Wales under number [ insert company number ] with its registered office at [ insert address ] (the Buyer) Each is a Party and, together, the Seller and the Buyer are the Parties. background (A) The Parties intend to engage in negotiations regarding the Proposed Acquisition. (B) To investigate, confer, assess and negotiate the Proposed Acquisition, the Buyer has asked that certain Confidential Information [ (and Personal Data) ] be provided to it so that it may appraise the Business and review and negotiate the terms of the Proposed Acquisition. (C) In consideration of the Seller supplying, and the Buyer obtaining, the...