Legal Precedents

This presentation serves as a training tool for orientating your firm’s non-finance employees to the SRA Accounts Rules, as well as your internal accounts manual or procedures. The materials provided are customisable. As this edition of the training pack is supplied in Power Point, it cannot, from this page, be downloaded into Word at this time due to the format......

1 Introduction 1.1 This policy sets out how we engage experts, barristers and other third parties to contribute to a client’s case. For ease, we refer to all such providers collectively as ‘third parties’ within this policy. 2 Difference between instructing a third party and introducing a client to a third party 2.1 Giving instructions to a third party is not equivalent to introducing your client to a third party, for example a financial adviser or another lawyer......

1 Introduction 1.1 This policy applies when potential clients are referred to us by third parties and/or when we agree to divide our fees with third parties. 1.2 For guidance on our policy and procedures when sending clients to third parties, see our separate Introduction to third parties policy. 2 Key definitions 2.1 A ‘referral’ arises when another person, business or organisation: 2.1.1 introduces or directs clients to the firm; 2.1.2 recommends our firm to clients; or 2.1.3 otherwise connects the firm and clients. This includes referrals from other solicitors. 2.2 The person, business or organisation making the referral is the ‘introducer’. Referrals may be made in return for: ...

This Agreement is dated [ date ] Parties [ insert name of supplier ] [ of OR trading as [ insert trading name ] of OR a company incorporated in [ England and Wales ] under number [ insert registered number ] whose registered office is at ] [ insert address ] ( Supplier); [ insert name of merchant ] [ of OR trading as [ insert trading name ] of OR a company incorporated in [ England and Wales ] under number [ insert registered number ] whose registered office is at ] [ insert address ] ( Merchant), Each of the Supplier and the Merchant is a party and, together, the Supplier and the Merchant are the parties. Background The Supplier carries on the business of supplying [ insert description ] to other businesses. The Merchant carries on the business of [ insert description ]. The parties have agreed that the...

[ insert name of Franchisor ] [ insert Franchisor’s address ] Dear [ insert Franchisor name ], Proposed franchise agreement to be entered into between [ insert name of franchisor ] and [ insert name of franchisee ] (the ‘ Agreement’) The Franchisee acknowledges that despite clause [ Acknowledgement clause where Franchisor advises Franchisee to seek advice ] of......

Use these drafting notes when preparing a landlord’s section 25 notice that resists renewal (with stated grounds) under the Landlord and Tenant Act 1954 ( LTA 1954). They are intended to assist in completing the prescribed form required by the Landlord and Tenant Act 1954, Part 2 ( Notices) Regulations 2004, SI 2004/1005, which is available here. As good practice, serve the notice in duplicate and ask the receiving party to endorse and return the duplicate to acknowledge receipt. General Under the Landlord and Tenant Act 1954 ( LTA 1954), a business tenancy continues automatically once the original lease term ends. A ‘business tenancy’ arises where premises are occupied for the purposes of a trade or profession (see LTA 1954 business lease renewal—termination— Meaning of 'occupied for the purposes of business') unless it is within one of 17 categories of excluded tenancies (see: LTA 1954...

To [ Defendant ] Dear [ insert name of organisation ] Defendant’s booking reference: Claimant’s complete name and address: Holiday dates: Hotel/ Resort name and board basis: Room number: We are mandated by our aforesaid client to pursue compensation for gastric illness acquired during a holiday at the aforementioned hotel/resort......

This Agreement is entered into on [ date ] Parties [ Insert name of supplier ], [ of OR trading as [ insert trading name ] OR a company incorporated in [ England and Wales ] under number [ insert registered number ], whose registered office is at [ insert address ] ] ( Supplier ); and [ Insert name of merchant ], [ of OR trading as [ insert trading name ] OR a company incorporated in [ England and Wales ] under number [ insert registered number ], whose registered office is at [ insert address ] ] ( Merchant ), each of the Supplier and the Merchant is a party and, together, they are the parties. Background The Supplier is engaged in the business of providing [ insert description of goods ] to other businesses. The Merchant carries on the business of [ insert...

These training resources comprise template Power Point decks designed to underpin single or multiple training sessions or seminars on Regulation ( EU) 2017/745, the Medical Devices Regulation ( MDR), and Regulation ( EU) 2017/746, the In Vitro Diagnostic Medical Devices Regulation ( IVDR). It is expected that trainers will adopt these slides as a useful foundation for their talks, then adapt them as needed accordingly to suit their specific contexts and particular requirements where appropriate. The training resources are customisable. Click the links below to download the presentation now......

Date [ insert date of appointment ] Parties [ insert name of Lender ], of [ insert address ], [ incorporated in England and Wales with company registration number [ insert company registration number ] ] (the ' Lender'); [ [ insert name of Receiver ] OR [ insert name of Receivers ] ], of [ insert address ] (the ' Receiver' OR ' Receivers'). 1 The Mortgage Under a mortgage (the ' Mortgage') dated [ insert date of mortgage ] between (1) [ insert name of borrower ] (the ' Borrower') and (2) the Lender, the property described in the schedule (the ' Property') was charged to the Lender by way of legal mortgage to secure repayment of £[ insert amount of loan ] on [ insert date for redemption or brief details of other repayment arrangements ], together with the payment or discharge of all other...

[ To appear on the organisation’s headed paper ] [ Insert worker’s name ] [ Insert worker’s address ] [ Insert date ] Dear [ insert worker’s name ] (‘ you ’) Casual work with [ insert name of organisation ] (‘ we ’ or ‘ us ’) This agreement outlines the basis on which you and we agree that you will deliver occasional services as [ insert role ] on a part-year, casual arrangement. Because of the nature of our business, and this position, we cannot predict precisely which days, or what hours, we will need your services during [ term-time OR the [ summer ] term OR the harvest period OR the performance season at [ insert name of venue ] ]. 1 Status Your employer for the purposes of this agreement is [ insert name of organisation ]. This agreement is not an employment contract and does not grant you any...

1 Introduction The Company supports continuous learning, urging every employee to enhance their skills and qualifications and to strengthen their chances for future career advancement, with accountability jointly shared between the Company and the individual employees themselves The Company aligns training and development offerings with the organisation’s requirements and goals, and choices about investing in staff learning and development are likewise determined by current business priorities and overall objectives The Company is dedicated to ensuring that access to, and decisions concerning, training and development are taken fairly and consistently at all times, and that equal opportunity is afforded to all employees across this area. The Company will ensure that no employee is barred from receiving training on grounds of race, colour, nationality, ethnic or national origin, gender, disability, sexual orientation, religion or belief, or age This policy outlines the training entitlement provided by the Company, any...

1 Terms of business 1.1 [ Your agreement is exclusively with [ insert name of company or LLP ], which alone bears legal responsibility for the services undertaken for you and for any action or omission arising during that work. No representative, [ member OR director ], officer, employee, agent, or consultant of [ insert name of company or LLP ] will have any personal legal liability for any loss or claim. OR Your agreement is exclusively with [ insert name of partnership or sole practice ]. No employee, agent, or consultant of [ insert name of partnership or sole practice ] will have any personal legal liability for any loss or claim, save for the [ partners OR sole proprietor ] of [ insert name of partnership or sole practice ]......

Company number: [ insert company number ] [ Insert company name ] Limited Minutes of a meeting of the board of directors (the Meeting) of [ insert full name of company ] Limited (the Company) Held at: [ insert place of meeting ] Held on: [ insert day, month and year of meeting ] at [ insert time of meeting ] [ am OR pm ] Present: [ Insert names of the director(s) physically present ] [ [ Insert names of any directors present by telephone as permitted by the Company’s articles of association ] (by telephone) ] [ [ Insert names of any directors present by other means permitted by the Company’s articles of association ] (by [ insert other means ]) ] In attendance: [ [ Insert name of anyone in attendance, who does not count towards the quorum for the Meeting (eg the...

Company number: [ insert company number ] [ Insert company name ] Limited Record of the board of directors’ meeting (the Meeting) of [ insert full name of company ] Limited (the Company). Venue: [ insert place of meeting ] | Date: [ insert day, month and year of meeting ] | Time: [ insert time of meeting ] [ am OR pm ] Present [ Insert names of the director(s) physically present ] [ [ Insert names of any directors present by telephone as permitted by the Company’s articles of association ] (by telephone) ] [ [ Insert names of any directors present by other means permitted by the Company’s articles of association ] (by [ insert other means ]) ] In attendance [ [ Insert name of anyone in attendance, who does not count towards the quorum for the Meeting (eg the company secretary, any legal advisers) ]...

Company number: [ insert company number ] [ Insert company name ] Limited Minutes of the board meeting (the Meeting) of [ insert full name of company ] Limited (the Company). Venue: [ insert place of meeting ]. Date: [ insert day, month and year of meeting ] at [ insert time of meeting ] [ am OR pm ]. Present: [ Add the name(s) of directors attending in person ] [ [ Add the names of any directors attending by telephone, as allowed by the Company’s articles of association ] (by telephone) ] [ [ Add the names of any directors attending by other permitted means under the Company’s articles of association ] (by [ insert other means ]) ] [ In attendance: ] [ [ Add the name of any attendee who does not count towards the Meeting quorum (eg the company...

COMPANY NUMBER: [ insert company number ] [ Insert company name ] limited Minutes of a board of directors’ meeting (the Meeting) for [ insert full name of company ] Limited (the Company) Convened at [ insert place of meeting ] On [ insert day, month and year of meeting ] at [ insert time of meeting ] [ am OR pm ] Present: [ Insert names of the director(s) physically present ] [ [ Insert names of any directors present by telephone as allowed by the Company’s articles of association ] (by telephone) ] [ [ Insert names of any directors present by other means allowed by the Company’s articles of association ] (by [ insert other means ]) ] In attendance: [ [ Insert name of anyone in attendance who does not count towards the quorum for the Meeting (eg the company...

Tenant’s request for a new business tenancy Use these drafting notes when preparing a tenant’s application for a new business tenancy pursuant to the Landlord and Tenant Act 1954; for use when completing and finalising the request form. They are designed for completing the prescribed form under the Landlord and Tenant Act 1954, Part 2 ( Notices) Regulations 2004, SI 2004/1005, which is available here. As good practice, serve the notice in duplicate and request that the recipient endorses and returns the duplicate to confirm receipt. The parties Ensure the notice is issued by, and served upon, the correct parties......

The Company last revised these restructuring plan/scheme FAQs on [ insert date the Company last updated these FAQs ]. Q1: Why have you contacted me? We are reaching out to everyone we believe could be a creditor/shareholder of [ insert name of Company proposing the restructuring plan/scheme ] (the Company), which has also traded as [ insert trading names ], to notify them of a proposed restructuring plan/scheme of arrangement. Creditors are individuals or organisations to whom the Company owes money. You might fall into this category because: we had a business relationship with you; the Company rented premises from you; or you supplied other goods or services to the Company. [ Shareholders are people holding [ ordinary ] shares in the Company. ] Q2: What is a restructuring plan/scheme of arrangement and why are you proposing it? A restructuring plan/scheme of...

This Agreement is entered into on [ date ] Parties [ insert name of Supplier ] [ of, or a company incorporated in [ England and Wales ] with company number [ insert registered number ] whose registered office is at [ insert address ] ] ( Supplier); and [ insert name of Customer ] [ of, or a company incorporated in [ England and Wales ] with company number [ insert registered number ] whose registered office is at [ insert address ] ] ( Customer), with each of the Supplier and the Customer being a party and, together, the Supplier and the Customer constituting the parties. Background The Customer carries on the business of [ insert description ] and is established in England and Wales. The Supplier carries on the business of providing [ insert...