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Stop press: The Data (Use and Access) Act 2025 (Commencement No 6 and Transitional and Saving Provisions) Regulations 2026, SI 2026/82 now activate the outstanding parts of the Data (Use and Access) Act 2025 (DUAA 2025). Measures covering subject access requests, legitimate interests, purpose limitation, automated decision-making, cross-border transfers and enforcement take effect from 5 February 2026, while those on penalty notices and complaints apply from 19 June 2026. For further detail, refer to Practice Note: Data (Use and Access) Act 2025—employment implications. This Precedent will shortly be revised to reflect these developments. [to be printed on employer letterhead] [ Name of Employee ][ Address ][ Date ] Dear [ insert employee's name ] Secondment to [ insert name of host company ] Following our recent conversations, I am writing to confirm the arrangements we have agreed for your secondment to [ insert name of host company ] (the
[ Insert name and address of client ] [ insert date ] Dear [ insert name of contact at the client ] Explaining the disclosure process and your obligations Thank you for instructing us in relation to [ insert matter name / details ]. [ This letter accompanies our retainer OR Our retainer will follow under separate cover ]. It [ has been confirmed OR is likely OR is possible ] that your dispute with [ describe other parties ] will be determined in the Business and Property Courts [ if it proceeds to formal litigation ]. This letter explains what disclosure under the Disclosure Scheme ( DS ) in the Business and Property Courts involves, and what you must know about the procedure. The DS seeks a fundamental cultural shift in the approach to disclosure in civil litigation. So, even if you have handled
This Agreement is entered into on [ insert date ] between: 1 [ insert name of manufacturer ] [ of OR a company incorporated in [ England and Wales ] under number [ insert registered number ] whose registered office is at ] [ insert address ] (Manufacturer); and 2 [ insert name of customer ] [ of OR a company incorporated in [ England and Wales ] under number [ insert registered number ] whose registered office is at ] [ insert address ] (Customer). Each of the Manufacturer and the Customer is a party and, together, the Manufacturer and the Customer constitute the parties... Background: (A) The Manufacturer manufactures [ insert ]... (B) The Customer Group manages the distribution and sale of [ insert ]... (C) The Manufacturer intends to manufacture and sell the Product to the
This Deed is dated on [ insert day and month ] 20[ insert year ] Parties [ Insert name of Chargor ], being a company incorporated in England and Wales, bearing registered number [ insert company number ], and whose registered office is situate at [ insert address ] (the Chargor); and [ Insert name of Lender ] of [ insert address ] (the Lender). Recitals The Lender makes facilities available to the Chargor under various financing arrangements. It is a condition of the Lender making the facilities available to the Chargor that the Chargor enter into this Deed in favour of the Lender. ...
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This precedent memorandum This precedent memorandum presents a specimen group-wide dealing policy issued by The Chartered Governance Institute (formerly known as ICSA: The Governance Institute) ( CGI), GC100, the Quoted Companies Alliance ( QCA) and other market participants too. It was created after the Financial Conduct Authority ( FCA) chose to remove the Model Code, which had formed part of the listing rules, because it conflicted with the EU Market Abuse Regulation that came into force on 3 July 2016. The CGI, GC 100 and the QCA agreed that it would be greatly beneficial for listed and quoted companies to be able to refer to an equivalent version of the Model Code. Companies with a former premium listing of equity shares had previously been required to comply with the Model Code, which restricted persons discharging managerial...
ARCHIVED This Precedent is archived and is not maintained. The training pack comprises template Power Point slides that may serve as the basis for one or more training seminars introducing retained EU law. It is anticipated that those providing training will use the slides as a helpful starting point for their presentation(s), tailoring, adapting and amending them as appropriate to reflect their particular area of practice. The materials are customisable. Click the link below to download the presentation. Contents These training materials cover the following: What constitutes retained EU law? How is retained EU law described? What do the pertinent provisions state?......
Environmental Targets for a Limited Partnership Agreement ( Stella & Flora’s Clause) ( The Chancery Lane Project) This provision sets out changes and supplements to the ILPA model Limited Partnership Agreement, enabling ESG matters to be examined, surfaced and factored into investment and valuation choices. Through these amendments and additions to the standard form, ESG issues can be investigated, raised and integrated into both investment analysis and pricing decisions. The Chancery Lane Project ( TCLP) created these sustainability terms as ‘ Stella & Flora’s Clause’, with links available on TCLP’s site below. For comprehensive direction on environmental targets within a Limited Partnership Agreement, please consult TCLP’s published clause. Please rely on TCLP’s clause for detail. TCLP is the code name for a concentrated, collaborative initiative of lawyers globally, creating contracts and template legislation to combat climate change. For further details, visit:...
This Agreement This Agreement is dated [ insert date ] Parties [ insert name of employee borrower ], of [ insert address ] ( Employee) [ insert name of employer lender ], a company incorporated in England and Wales with registered number [ insert company number ], whose registered office is at [ insert address ] ( Employer) The parties agree as follows: Definitions 1.1 In this Agreement, unless stated otherwise: Drawdown Date means [ insert date ]; Event of Default has the meaning given in Clause 6; Loan means the sum of £[ insert figure ] (£[ insert amount in words ]) to be advanced by the Employer to the Employee under this Agreement, to the extent not yet repaid; Repayment Date has the meaning given in Clause 4. The Loan 2.1 Subject to the provisions of this Agreement, the Employer will provide the Loan to the...
Warning: This promotional material has not been signed off or otherwise approved by an authorised person as defined under the Financial Services and Markets Act 2000. If you rely on this promotion when undertaking any investment activity, you could potentially face a particularly substantial financial risk of losing the entirety of the capital or other assets you commit. This document is issued by [ insert the name of the person making the financial promotion, or on whose behalf the financial promotion is made ]. Anyone receiving this document who requires additional details, or wishes to raise any other enquiry concerning the subjects to which this communication pertains, should send a request to [ insert the postal or electronic address to which a recipient should send such requests. Also, if applicable, insert the country or territory in which the person making the financial...
You can locate the model discretionary investment management agreement on the Investment Association’s website here...
This limited partnership Agreement is entered into on [ insert day and month ] 20[ insert year ] Parties [ insert name of general partner ] of [ insert address ] (the General Partner); and Each of the persons named in Schedule 1, Part B. BACKGROUND The Limited Partnership is registered as a limited partnership and designated as a private fund limited partnership in England under the LPA 1907 with number LP [ insert number ]. The General Partner has agreed to act as the general partner of the Limited Partnership and to manage the business of the Limited Partnership, and the Limited Partners have agreed to make Contributions to the Limited Partnership on the terms set out below. The General Partner and the Limited Partners intend that the Limited Partnership will carry on the Business and agree to regulate the affairs of the Limited Partnership on the terms set out...
Strictly private and confidential Wall-crossed investor script We are getting in touch to discuss a potential [ description of the nature of the securities to be offered (ie equity securities) ] offering in relation to a company ( Company) operating within the [ description of industry ]. Before sharing further particulars, I must advise that the information is material, non-public and highly confidential. For this discussion and any confirming email, any reference to ‘you’ covers you, your organisation, and anyone at your organisation who receives any such further information about the Company or the proposed offering. Once you receive this information, including the Company’s industry sector and details of the potential offering, you may be regarded as an ‘insider’ as defined in Article 8(4) of Assimilated Regulation ( EU) 596/2014 (the UK Market Abuse Regulation). Before obtaining any additional information about the Company or the...
[ On headed notepaper of PDMR ] Strictly private and confidential To: [ insert name of person closely associated with the PDMR ] [ insert address of person closely associated with PDMR ] Date: [ insert date ] Dear [ insert name of PCA ], Notification of transaction in the shares or other debt or financial instruments of [ full name of company ] (the Company) Further to your obligations under Article 19(1) of the UK Market Abuse Regulation, as a PCA you must provide written notice to both the Company and the Financial Conduct Authority ( FCA) of every transaction carried out on your own account that relates to the Company’s shares or debt instruments, or to derivatives or other financial instruments connected to those shares (eg options or debt instruments), where the amount is above €5,000 in a calendar year......
[ On headed notepaper of issuer ] Strictly private and confidential To: [ insert name of the person discharging managerial responsibility ][ insert address of the person discharging managerial responsibility ] Date: [ insert date ] Dear [ insert PDMR name ], Notification of transaction in the shares or other debt or financial instruments of [ full name of company ] (the Company) Further to your obligation under Article 19(1) of the UK Market Abuse Regulation (the Regulation), you are, as a PDMR of the Company, required to inform both the Company and the Financial Conduct Authority ( FCA) of every transaction executed on your own account that relates to the Company’s shares or its debt instruments, or to derivatives or other financial instruments connected with those shares (eg options or debt instruments), where the amount is above €5,000 per calendar year......
‘specimen’ dealing code This Precedent is a memorandum outlining the particulars of the ‘specimen’ dealing code. The specimen dealing code is the outcome of an industry-led development of codes, guidance and best practice prepared by The Chartered Governance Institute (formerly known as ICSA: The Governance Institute), GC100, the Quoted Companies Alliance and other market participants, who collectively agreed that it would be of considerable benefit for listed and quoted companies to be able to turn to an equivalent version of the Financial Conduct Authority’s ( FCA) Model Code. As a consequence of the implementation of the Market Abuse Regulation ( EU) No 596/2014 on 3 July 2016, the FCA deleted the Model Code. Companies with a former premium listing of equity shares were required to comply with the Model Code, which restricted persons discharging managerial...
This precedent memorandum outlines the processes to be observed by a listed company and its subsidiaries when transacting in the company’s securities. Its aim is to support the company in meeting its duties under the UK Market Abuse Regulation ( Assimilated Regulation ( EU) 596/2014) and to confirm that appropriate systems and procedures exist to help persons discharging managerial responsibilities ( PDMRs) and other staff within the company and its subsidiaries fulfil their responsibilities under the company’s Dealing Code and the UK Market Abuse Regulation. This precedent arises from an industry‑led creation of codes, guidance and best practice produced by The Chartered Governance Institute (formerly known as ICSA: The Governance Institute), GC100, the Quoted Companies Alliance and other market participants. Additionally, the memorandum addresses dealing processes across the company and its subsidiaries, associated clearance requirements and potential refusal...
Article 18(1) of the UK Market Abuse Regulation ( Assimilated Regulation ( EU) 596/2014 ( UK Market Abuse Regulation)) An issuer, or any person acting for an issuer or on the issuer’s account, is obliged to compile a list of all individuals who have access to inside information and who work for them under an employment contract, or who otherwise carry out tasks that provide access to such information, for example advisers, accountants, or credit rating agencies......
Article 18(1) of the UK Market Abuse Regulation ( Assimilated Regulation ( EU) 596/2014 ( UK Market Abuse Regulation)) Article 18(1) requires that an issuer, or any person operating on the issuer’s behalf or account, prepares a list of every individual who has access to inside information and is working for them under a contract of employment, or is otherwise carrying out tasks that provide such access, eg advisers, accountants or credit rating agencies......
This Agreement is entered into on [ insert date ] Parties [ Insert name of party ], a company incorporated in England and Wales (company number [ insert registered number ]) with its registered office at [ insert registered address ] (the Service Provider); and [ Insert name of party ], a company incorporated in England and Wales (company number [ insert registered number ]) with its registered office at [ insert registered address ] (the Firm). Each of the Service Provider and the Firm is a Party, and together they are the Parties. Recitals ( A) The Firm is an [ insert, eg investment management and advisory firm ] and is authorised and regulated by the Financial Conduct Authority ( FCA). ( B) The Firm is a wholly owned subsidiary of the Service Provider. ( C) The Parties have agreed to enter into...
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When evaluating a general damages claim, the practitioner ought initially to refer to the Judicial College Guidelines (JCG)...
This Practice Note This Practice Note reviews mechanisms used in settling litigation. A Tomlin order consists of a consent order paired with a schedule. It operates to stay proceedings on terms that have been agreed. The provisions contained in the schedule may remain confidential. This Practice Note describes the scope of confidentiality attaching to the schedule and sets out how it differs from a standard consent order. Sample wording for a Tomlin order is included, alongside links to precedents, as well as guidance on court approval. It also addresses varying, setting aside and enforcing a Tomlin order, including the considerations the court will take into account when handling applications for each. Further guidance is provided on interpreting and applying the relevant provisions of the CPR; however, some courts and divisions impose very specific requirements for both drafting and approval, and for approaching the schedule and confidentiality issues. Accordingly, you must consider the particular rules and court guide provisions in the forum where your claim is proceeding when drawing up the Tomlin order...
Date [ date ] Parties [ name of Landlord ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Landlord) [ name of Tenant ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Tenant) [ [ name of Guarantor ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Guarantor) ] [ [ name of Mortgagee ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Mortgagee) ] Definitions Within this Deed, the terms below shall be interpreted as follows: [ Annual Rent • the annual sum reserved under the Lease; ] [ Insurance Rent • the Tenant’s share of the Landlord’s costs of insuring the Property (as set out in the Lease); ] Lease • the lease of the Property dated [ date ], entered into between (1) [ the Landlord OR [ name ...
I, [ name ], of [ address ], solemnly and sincerely state that: [ Matters to be verified, set out in numbered paragraphs ] I make this solemn statement in good conscience, believing it to be true, and pursuant to the provisions of the Statutory Declarations Act 1835. DECLARED at [ details ] this [ day ] day of [ month and year ] Before me ................................................................................ [ signature of the person before whom the declaration is made ] A [ commissioner for oaths OR [ solicitor OR [ insert other qualification ] ] authorised to administer oaths ]...
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