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. ...
This precedent helps you meet regulatory obligations regarding complaints. It also enables you to routinely monitor, review and refresh your procedures, while identifying where training is needed, ensuring those needs are fully recognised......
Publicity This Precedent helps you maintain a single register of every piece of publicity across your organisation, noting ownership, review dates, and confirmation that a publicity compliance check is complete. See subtopic: Publicity. You can download this register in a format you can edit as needed, as appropriate, and when required......
Precedent compliance breach register Select to download an Excel copy of this register. This Precedent compliance breach register is specially designed for a compliance officer for legal practice ( COLP) within a practising law firm. Use it to log confirmed or suspected compliance failures, assisting you in spotting recurring issues or emerging trends over time. A distinct register also exists for the compliance officer for finance and administration ( COFA) to capture Accounts Rules breaches—see Precedent: SRA Accounts Rules breach register— COFA—law firms......
Precedent charitable and political donations register Click to obtain an Excel edition of this register. This Precedent charitable and political donations register constitutes part of an organisation’s anti-bribery and corruption measures......
Please select to access an Excel edition of this register. Kindly be aware this register is created in Excel, so it cannot be directly exported to Word......
1 Audit Publicity asset title/ ID [ Add title of promotional item, e.g. Website home page ] [ Add title of promotional item ] [ Add title of promotional item ] Type of publicity [ Add publicity category, e.g. online ] [ Add publicity category ] [ Add publicity category ] Publicity producer ☐ In-house [ Add person or team creating the item ] ☐ External [ Add name of external organisation creating the item ] ☐ In-house [ Add person or team creating the item ] ☐ External [ Add name of......
Please click to view an Excel edition of this register. Please note that this register is produced in Excel, and therefore it cannot be downloaded into Word......
Precedent This template helps you maintain detailed records of internal and external Suspicious activity reports ( SARs), enabling reporting of suspected money laundering, terrorist financing, and other criminal conduct. Please click to access an Excel version of this register......
Stop press: The Data ( Use and Access) Act 2025 ( Commencement No 6 and Transitional and Saving Provisions) Regulations 2026, SI 2026/82 commence the outstanding provisions of the Data ( Use and Access) Act 2025 ( DUAA 2025). Measures concerning subject access requests, legitimate interests, purpose limitation, automated decision-making, international transfers and enforcement take legal effect on 5 February 2026, while those on penalty notices and complaints apply from 19 June 2026. For further information, please see Practice Note: Data ( Use and Access) Act 2025—employment implications. This Precedent will be revised shortly and in due course to reflect these changes fully and clearly......
1 Policy statement 1.1 [ Insert name of employer ] is dedicated to making sure every member of staff is treated with dignity and respect, and that they extend the same to others. We believe all staff, regardless of role or status, are entitled to work in an environment free from any harassment or bullying. 1.2 This policy should be read alongside our [ Equality, diversity and inclusion policy ]. 1.3 This policy covers everyone working for us, whether at our premises, at home or elsewhere, including agency workers, apprentices, consultants, contractors, directors, employees, homeworkers, interns, temporary workers and volunteers. 1.4 All staff must read this policy and ensure they understand which types of behaviour may amount to: 1.4.1 bullying (see paragraph 3); 1.4.2...
1 Policy statement 1.1 The Company is firmly dedicated to advancing equality, diversity and inclusion ( EDI), meaning: Equality: delivering equal opportunity and fairness for all employees, workers and job applicants, and eradicating unlawful discrimination; Diversity: acknowledging, appreciating and valuing differences in our people’s protected characteristics, backgrounds, skills and experience, and encouraging gender, age and ethnic diversity, diverse physical ability and neurodiversity across our workforce; Inclusion: cultivating a fair, safe working culture for everyone, which respects our differences and allows each person to be themselves, realise their potential and flourish at work. 1.2 The Company will not unlawfully discriminate against any employee, worker or job applicant on the grounds of any protected characteristic recognised by current legislation, namely: age; disability; gender reassignment; marriage or civil partnership status; pregnancy and maternity; race (including colour,...
Governance arrangements This document sets out our governance arrangements, ie the framework by which the firm is guided and supervised. The firm operates as [ insert structure eg a sole practitioner, a partnership, a limited liability partnership, a limited company, an alternative business structure ]. A list of the [ insert eg partners, members, directors ] can be found at [ insert location ]. The day-to-day running of the firm is handled by [ insert details, eg the executive management team ]. The [ insert, eg executive management team ] reports into, and is overseen by, [ insert, eg the Board ], which carries overall responsibility for the firm’s strategy and direction. The organisation chart in the Appendix sets out the members of the [ insert, eg executive management team and the Board ]......
1 Executive summary/introduction 1.1 Following extensive conversations throughout the practice, this business plan has been carefully drafted. We sincerely appreciate the considerable contributions offered by colleagues. The plan belongs to everyone within the firm, regardless of their position or responsibilities. 1.2 This plan aims to deliver a set of clear goals for the coming year. These aims are designed to improve the firm’s profitability by cutting expenditure, better controlling risk, and boosting revenue. The action plan at the conclusion of this document clearly explains how these goals will be met. 1.3 The business plan will undergo review on a [insert frequency, eg six-monthly] basis, and we invite staff to help actively evaluate the progress achieved to date. 1.4 We ask every member of staff to treat the firm as though it were their own enterprise....
Instructions to fee earners on completing this form Fee earners must fill in Section A and, where applicable, Section B, C or D. [ You do not have to use this form if you decline instructions at the start because the conflict was clear and there was no need to refer the matter to [ your head of department OR your manager OR the COLP ] . ] [ In every other situation where OR Where ] a conflict or confidentiality concern is spotted, please complete this form and send it to [ your head of department OR your manager OR the COLP ] along with: the outcome of your conflict check any alerts from members of staff indicating that there could be a conflict all pertinent documents or information You must lodge this form before taking any steps to seek the...
Description of proposed outsourcing services [ Outline the type of services you plan to outsource, e.g. transcription of digital dictation ] Proposed outsourcing supplier [ Specify the intended outsourcing supplier to which this due diligence note relates ] Due diligence team [ List the individuals within your organisation involved in the due diligence exercise, e.g. procurement, head of department, head of IT, head of HR ] Name Role [ Insert name ] — [ Insert role ] [ Insert name ] — [ Insert role ] [ Insert name ] — [ Insert role ] [ Insert name ] — [ Insert role ] Internal due diligence Consideration: How are the services we intend to outsource currently delivered? Findings or outcome: [ Insert findings or outcome ] Date signed off: [ Insert date ] Consideration: What service levels are presently achieved for the current...
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 ]...