Jurisdiction(s):
United Kingdom

Key definition

Completion definition

What does Completion mean? In legal practice, Completion is the point at which a transaction is finally effected, sometimes called 'closing' in cross‑border deals: consideration is paid and title, assets or rights are transferred after all conditions precedent are satisfied or waived and the required completion documents are delivered. Not generally defined by legislation, it is a contractual expression used across conveyancing, corporate/M&A and finance, informed by common law. Key features include a completion date/time; completion mechanics (agenda or checklist); execution and delivery of transfers and ancillary documents; release of funds (often against undertakings); and, where relevant, escrow or virtual completion. Completion usually fixes when...

UK Law Firm New Matter Opening Form and Guidance: Conflicts, Sanctions (OFSI), Adverse Media, Client Due Diligence (AML/CTF), Property, Costs and Approvals

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Precedents

Instructions for completion

Please send the finished form to [ state who ] and keep a copy on the matter file. If you are opening a new matter for a new client, you must also complete the new client form.

1 Client and instructions

Client name: [ Insert client name ]
Client number: [ Insert client reference number ]
Matter number: [ Insert matter reference number if your system permits numbers to be allocated before the matter is accepted ]
Fee earner or team: [ Insert ]
Source of matter:
- New instructions from an existing or former client
- Recommended by an existing or former client
- Referred by another solicitor or professional: [ state who ]
- Referred by an introducer: [ state who ]
- Direct approach from a prospective client
- Other: [ describe ]
Does the client have any specific attributes, requirements or circumstances that ought to be considered for this matter? For further guidance, see [ client care manual ]
- Yes
- No
If yes, give details: [ insert details ]
Is someone other than the client (eg an agent/intermediary) giving instructions on this matter?...

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Web page updated on 22/05/2026

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