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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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1 Introduction 1.1 This plan sets out how our organisation currently uses information and communication technology ( ICT), our aspirations for its future application, and the principal matters to address over the next [ state how many years your will cover, usually two to five ] years. 1.2 ICT is central to delivering services for clients, eg by: [ helping us to communicate with clients in ways that best match their needs ] [ enabling us to reply promptly to clients, eg via email ] [ allowing clients to view the progress of their matter through our secure portal ] [ allowing us to provide certain services outside normal hours ] 1.3 Our organisation’s primary business objectives are detailed in our business plan, which is located [ insert details of location, eg on our intranet ]. ......
This Precedent can serve to log the names and contact particulars of all staff members holding key roles in effectively providing and operationally supporting your organisation’s information and communications technology ( ICT) assets. Click to access an Excel version of this Precedent. Name/company Contact number Email address Additional information......
Precedent Information communication technology ( ICT) action list This Precedent Information communication technology ( ICT) action list can be used to catalogue all ICT tasks scheduled for the current and forthcoming financial years, eg procuring new laptops or undertaking any website developments over those periods......
1 ICT maintenance schedule Please select to view an Excel version of this schedule. Asset Asset is maintained by Maintenance date ( DD/ MM/ YYYY) Any issues detected?......
Fee earners must complete this form and forward it to [ the compliance officer for legal practice ] after a third party has fulfilled your directions in full......
Please click for an Excel version of this register. Kindly be aware that this register was created in Excel, so therefore it cannot be exported into Word......
We have now reached a point in your matter where it is appropriate for me to provide an update on costs. How costs are calculated It may assist if I remind you that legal costs in any matter generally comprise three core components: our charges expenses we must pay on your behalf—sometimes called disbursements costs that you may have to pay another party Each of these elements is outlined below. Our charges Fixed price wording [ We previously agreed to a fixed fee of £[ insert price excluding VAT ] for [ state what work the fixed price relates to ]. At this stage, we do not expect to carry out any work beyond the terms of this fixed fee. We will let you know if the position changes; if it does, we will agree with you how any additional work will be charged. OR We...
To: [ All staff ] CC: [ Insert name(s) as required ] From: [ Management team/ Risk partner/ Other ] Date: [ Insert date ] Re: [ Professional indemnity insurance renewal—staff declaration ] During the renewal of our professional indemnity cover, we must seek information from all personnel (partners, principals, members, directors, assistants, consultants or employees) regarding any existing or possible claims relating to the firm. We will then report any matters uncovered through these enquiries, or confirm that none have been found as part of it......
Select to open an Excel edition of the file audit/review register. Please note this register was produced in Excel and therefore cannot currently be directly downloaded to Word......
Hyperlinking to us You must not link to our website without our explicit written permission. If you intend to create a link to our website, please supply the following: the URL of every web page from which you plan to link to our website; the URL of every web page on this website that you plan to link to; and the reason for the link, and we will review your request in due course. We only review direct approaches from website owners. We will not respond to intermediaries. Please send such requests to [ insert email address ]......
1 Introduction 1.1 This policy sets out our approach to conducting litigation and advocacy before any court or tribunal, and to all forms of alternative dispute resolution ( ADR). It mirrors the obligations placed upon us by the court and the Solicitors Regulation Authority ( SRA), alongside wider professional responsibilities. 1.2 Non-compliance can have significant repercussions: 1.2.1 the firm or any employee could be held in contempt of court, carrying penalties up to a fine or imprisonment; 1.2.2 our good name may suffer; 1.2.3 the SRA or another regulator may take action against the firm or individuals, potentially resulting in fines, disqualification or other sanctions; 1.2.4 we could face a formal complaint from our client or an...
Below is a table listing individuals authorised to sign on the client account, together with details outlining the scope of their signing authority......
Please click for an Excel version of this register. This template SRA Accounts Rules breach log is designed for use by a Compliance Officer for Finance and Administration ( COFA) within a law practice......
Every organisation faces the possibility of things going awry, or of unknowingly harbouring wrongdoing. We treat malpractice with utmost gravity, are devoted to running our business with honesty and integrity, and we also expect all colleagues to uphold high standards. We promote open dialogue among everyone who works with us and we want people to feel confident when bringing forward concerns. All employees are protected by whistleblowing legislation if concerns are raised in the proper way. This form exists to provide staff with that avenue and safeguard......
The Bribery Act 2010 ( BA 2010) BA 2010 applies to all organisations that are incorporated in, or conduct business within, the UK. It captures bribery carried out by the organisation, or by others acting for it, regardless of location worldwide. This Precedent presentation is intended as a training tool to introduce your personnel to BA 2010, the related obligations under the SRA Standards and Regulations, and your internal anti-bribery and corruption policies and procedures. The training materials can be customised......
Money can be withdrawn from client account in different ways, eg by cash, cheque, BACS or simply transferring it to a different account Every removal of funds from a client account must be approved by an authorised signatory, save for straightforward movements of money between one general client account and another general client account with the same bank or building society. The way funds are withdrawn determines the required authority, as indicated in the tables below......
This register captures decisions to approve or decline instructions when a fee earner has flagged a potential conflict or confidentiality concern to the [ head of department OR manager OR COLP ] for a formal ruling on whether the firm can act......
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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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