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Is preparing a deed of surrender a reserved instrument activity, and can solicitors in non‑authorised organisations do it? LSA 2007 and SRA guidance (England and Wales)

Published on: 06 November 2024

Published by a LexisNexis Practice Compliance expert
Legal News
Table of contents
  • Reserved legal activities
  • Deed of surrender
  • Authorised individual working in non-authorised organisation
Article summary

See Q&A: Does preparing a deed of surrender amount to a reserved legal activity? If it does, can a solicitor employed by a non‑authorised organisation draft such a deed?

Reserved legal activities

Under section 13 of the Legal Services Act 2007 (LSA 2007), only certain persons may undertake reserved legal activities:

  • authorised by an approved legal services regulator identified in LSA 2007, Sch 4; or
  • exempt under LSA 2007, Sch 3, which provides tailored exemptions for each reserved legal activity; or
  • (pursuant to transitional provisions still in force) non‑commercial bodies, eg not‑for‑profit organisations and trade unions

The reserved activities are listed in LSA 2007, s 12, and the scope of each is defined in LSA 2007, Sch 2...

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