Genie AI

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Genie AI

Consultancy Agreement - Company appointing an individual consultant (not using a personal service company)

This template is to be used the next time your company needs to set out terms with an individual (i.e. not to be used for agreements involving a personal service company as defined within IR35). It sets out the terms on which a contractor provides services to a client company, and is perfect for freelance software developers, marketing consultants, designers, PR/HR/recruitment consultants.

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Advisor Agreement

Use this agreement when bringing an advisor on board to formalize variables such as job role and responsibilities, duration of contract and compensation. The agreement also sets forth certain key terms such as confidentiality and intellectual property.

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Senior Employment Agreement (Genie)

This is a senior employment agreement template that we at Genie AI have used to hire 20+ employees. The agreement is structured so that all the key commercial terms that would change per employee are kept at the bottom in a table in the schedule, to make it easy to use on an ongoing basis. Since this is a senior employment contract, it contains a significant amount of provisions for restrictive covenants, such as non-solicitation (enticing away of customers, business or employees after the employee has left) and non-compete clauses. There is also provision to make reference to an incentive scheme such as an EMI option scheme, however it is recommended to keep this in a separate agreement, in order to avoid a binding promise and avoid variations to the incentive scheme resulting in variations to the terms of employment. Apart from that this is a fairly simple agreement that is easy to use and repeat for many employees.


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Website Privacy Policy

Generate a privacy policy for your website within a few moments with this easy to use template. This privacy policy covers the type of information collected by your website and app, and the purpose for collecting that data.

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HGV Driver Contract

This HGV Driver contract template is designed for a commercial HGV driving organisation (or an individual hgv driver) to use when contracting out their skills and services in exchange for payment. This contract sets out the type of HGV driving and HGV-driving-related services to be completed by the hgv driver on behalf of the client, with consideration for expectations around quality and delivery timescales, as well as any mitigating circumstances. This contract allows for payment to be made by the client to the HGV driving firm or individual hgv driver on a weekly or monthly basis but can easily be edited to account for other payment schedules and could be altered to include bonuses conditional on performance. It can also be fully customised with the details of the two parties and the duration of the contract and can be printed, downloaded and edited freely as part of our mission to open source business legals. This is a template for contractors who fit outside of the UK's off-payroll working rules (IR35).

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Intern Agreement Letter

This Intern Agreement Letter is a binding legal contract, written as a simple letter to be more readable and amenable to an intern. The intern is treated as a contractor, not a full time employee. The letter contains the main provisions to hire an intern, such as salary and payment, holidays, who the manager will be and the work the intern will undertake.

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One Way NDA UK

This one way non disclosure agreement template is to be used in the UK for general commercial purposes. It was drafted from a neutral and fair perspective between the interests of the discloser and the recipient. It is also known as a One-way NDA or a One-wayconfidentiality agreement

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Letter To Invite An Employee To Kit Day (From Employer)

A letter inviting an employee to attend a KIT day, which may be beneficial for them to attend during their maternity, paternity, or adoption leave.

What to watch out for

  • The employer's intention for the employee to attend the KIT day
  • The purpose of the KIT day
  • The benefits that the employee might gain from attending the KIT day
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    Sub-Contract for Minor Works (With Sub-Contractor's Design)

    This is a JCT Minor Works Sub-Contract with sub-contractor's design from 2016.

    What to watch out for

  • Make sure that the sub
  • contractor's design complies with all relevant regulations and standards.
  • Check that the sub
  • contractor has adequate insurance cover in place.
  • Ensure that the sub
  • contractor has the necessary skills and experience to carry out the work.
  • Make sure that the sub
  • contractor has a clear understanding of your requirements.
  • Agree on a clear schedule of work and milestones.
  • Put in place appropriate contractual arrangements to protect your interests.
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    Letter Of Advice To Director Or Founder Of University Spin Out Company

    The following is advice for directors of university spin-out companies, explaining the nature of their responsibilities. This should be read alongside the Standard documents, Subscription and shareholders' agreement: university spin-out, and Articles of association: university spin-out.

    What to watch out for

  • The nature of the directors' responsibilities in a spin
  • out company
  • The standard documents that should be read in conjunction with the advice letter
  • The subscription and shareholders' agreement
  • The articles of association
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    In-depth Parental Leave Policy (Large Organisation/Corporation Friendly)

    This is a long-form parental leave policy intended for larger organizations. It reflects the statutory scheme under which employees can take unpaid parental leave.

    What to watch out for

  • The amount of time off that is allowed
  • The amount of notice that is required
  • Whether the leave is paid or unpaid
  • Whether the leave can be taken in blocks or must be taken all at once
  • Whether there are any restrictions on when the leave can be taken
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    Letter Before Action For Private Nuisance

    This is an example of a letter before claim for a common law private nuisance, to be used as a starting point by the solicitors of a prospective claimant. The example letter assumes that none of the specific pre-action protocols or other formal pre-action procedures apply.

    What to watch out for

  • The document should be clear and concise
  • The document should be free of grammatical and typographical errors
  • The document should be well organized
  • The document should be free of legal jargon
  • The document should be addressed to the proper recipient
  • The document should be polite and professional
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    Board Meeting Minutes For Section 177 And 182 Directors Declarations of Interest

    This is a legal document that records the declarations of interest by directors in a proposed or existing transaction or arrangement with the company, under sections 177 and 182 of the Companies Act 2006, respectively.

    What to watch out for

  • The minutes should record the declaration by directors of an interest in a proposed transaction or arrangement with the company under section 177 of the Companies Act 2006
  • The minutes should also record the declaration of an interest in an existing transaction or arrangement under section 182 of that Act.
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    Standard Letter By An Employee Objecting To A TUPE Transfer

    A letter from an employee objecting to a TUPE transfer. This is a standard letter that can be used by an employee who wishes to object to their employment being transferred under the Transfer of Undertakings (Protection of Employment) Regulations 2006.

    What to watch out for

  • that their employment is being transferred under the TUPE regulations
  • that they object to the transfer
  • the reasons for their objection
  • what they would like to happen as a result of their objection
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    Letter To Employee For A Formal Verbal Warning For Misconduct

    This is a letter confirming an employee's formal verbal warning for misconduct. It should not be used where the intention is to give an informal warning.

    What to watch out for

  • The letter should not be used where the intention is to give an informal warning.
  • The letter should be used as part of a disciplinary procedure, confirming an employee's formal verbal warning for misconduct.
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    Adjudicator Appointment Letter

    A letter appointing the adjudicator is a legal document that appoints an adjudicator to a case.

    What to watch out for

  • The name of the adjudicator
  • The date of the appointment
  • The reference number
  • The names of the parties
  • The address for service
  • The date of the contract
  • The date of the notice of adjudication
  • The adjudicator's fee
  • The adjudicator's expenses
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    Simple Livery Agreement

    This is a legal document outlining an agreement between a livery yard operator and a horse owner, where the operator agrees to provide full livery services to the horse in exchange for a monthly fee.

    What to watch out for

  • The operator's responsibilities
  • The horse owner's responsibilities
  • The length of the agreement
  • The monthly fee
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    Board Meeting Minutes For Third Party Security Provider To Approve Third Party Security Document

    The board of directors for a company approved the grant of security to secure the obligations of another group company under either a syndicated or bilateral facility agreement. This approval is documented in the board minutes.

    What to watch out for

  • The board should ensure that the security provider is reputable and has the necessary experience and qualifications.
  • The board should review the security document to ensure that it is in the best interests of the company and adequately protects the company's interests.
  • The board should ensure that the grant of security does not violate any laws or regulations.
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    Performance Bond (On Demand)

    A performance bond that does not have a set expiration date and can be requested by the party to whom the bond is owed.

    What to watch out for

  • An on demand performance bond is a type of performance guarantee that typically involves an independent payment obligation.
  • It is typically issued in letter form by a bank.
  • When issuing this type of bond, you should be aware of the potential risks involved.
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    Rule 30 Standard Employment Tribunal Application For An Order (General)

    This is an application for an order from the employment tribunal, in accordance with rule 30 of the Employment Tribunals Rules of Procedure 2013.

    What to watch out for

  • The document should include the name of the tribunal, as well as the names of the parties involved in the case.
  • The document should state the specific order that is being sought from the tribunal.
  • The document should comply with the Employment Tribunals Rules of Procedure 2013.
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    Biometric Appointment Letter To Migrant Worker Applying To Enter The UK (Skilled Worker)

    This document is a standard letter from a legal representative to a migrant, when instructed by an employer to assist with their application to enter the UK as a Skilled Worker. This is part of a series of letters.

    What to watch out for

  • When instructed by an employer to assist with their application to enter the UK as a Skilled Worker, this standard document can form the basis of a third letter from a legal representative to a migrant.
  • This is part of a series of letters.
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    Section 12A Standard Notice Of Tenant's Election To Take Benefit Of Contract

    This standard document is a notice from tenants to a landlord, given by the requisite majority of qualifying tenants, that they elect to take the benefit of a contract under section 12A of the Landlord and Tenant Act 1987 (LTA 1987). The landlord has entered into a contract to dispose of an interest in the property to a third party in breach of the LTA 1987. The effect of the election is that the contract has effect as if the landlord had entered into the contract with a person nominated by the tenants, with modifications if necessary.

    What to watch out for

  • The document is a notice of election by tenants to take the benefit of a contract under section 12A of the Landlord and Tenant Act 1987
  • The election is given by the requisite majority of qualifying tenants to a landlord who has entered into a contract to dispose of an interest in the property in breach of the LTA 1987
  • The effect of the election is that the contract has effect as if the landlord had entered into the contract with a person nominated by the tenants, with modifications if necessary
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    Migrant Permission To Enter For Intra-Company Transfer Visa

    This document is a template for a letter from a lawyer to a migrant worker, asking for permission to enter the UK on an Intra-Company Transfer visa.

    What to watch out for

  • The standard document may not be appropriate for the migrant's specific situation
  • The letter may not be from a legal representative
  • The employer may not be authorized to sponsor the migrant for an Intra
  • Company Transfer visa
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    Employee's Rights When Employer Request Access To Medical Reports

    The following is a summary of an employee's rights under the Access to Medical Reports Act 1988 (which also takes account of the requirements of the retained EU law version of the General Data Protection Regulation ((EU) 2016/679) (UK GDPR)). It is designed to be sent to an employee under cover of a letter requesting their consent under AMRA to the employer applying to the employee's GP or consultant for a medical report. It also notifies the employee, as required under the UK GDPR, why the data is being processed and the legal basis for doing so.

    What to watch out for

  • An employee's rights under the Access to Medical Reports Act 1998
  • The requirements of the retained EU law version of the General Data Protection Regulation ((EU) 2016/679) (UK GDPR)
  • The need for consent under AMRA to the employer applying to the employee's GP or consultant for a medical report
  • The notification to the employee, as required under the UK GDPR, why the data is being processed and the legal basis for doing so
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    Evaluating The Need For A Product Safety Corrective Action (Memorandum For Board Of Directors)

    This document provides guidance on how to assess the need for a product safety corrective action when faced with a potential consumer product safety issue. This might entail notification to an authority or a product recall as required by the General Product Safety Regulations 2005 (SI 2005/1803). The guidance is based on the Code of Practice on product recall and other corrective actions (PAS 7100:2022) issued by the British Standards Institution.

    What to watch out for

  • When faced with a potential consumer product safety issue, you should assess the need for a product safety corrective action, which might entail notification to an authority or a product recall as required by the General Product Safety Regulations 2005 (SI 2005/1803).
  • You should refer to the Code of Practice on product recall and other corrective actions (PAS 7100:2022) issued by the British Standards Institution when making your assessment.
  • The Code of Practice on product recall and other corrective actions can be downloaded free of charge from the BSI website.
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    Staff Policy To Take Time Off For Adoption Appointments

    This policy sets out arrangements for employees and agency workers to take time off work to attend certain appointments connected to the adoption of a child or children.

    What to watch out for

  • That the policy sets out clear arrangements for employees and agency workers to take time off work to attend certain appointments connected to the adoption of a child or children.
  • That the policy is clear about what types of appointments are covered by the time off entitlement.
  • That the policy sets out how much time off is allowed for each appointment.
  • That the policy is clear about how the time off entitlement can be used, for example, whether it can be taken as paid or unpaid leave, or whether it can be taken in blocks of time or as individual appointments.
  • That the policy sets out any conditions that apply to the taking of time off for adoption appointments, such as giving advance notice to the employer.
  • That the policy sets out what happens if an employee or agency worker is unable to attend an adoption appointment due to unforeseen circumstances.
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    Commercial Tenant's Notice To Quit

    This is an example of a tenant's notice to a landlord ending a periodic tenancy of commercial premises.

    What to watch out for

  • The document should be on the letterhead of the tenant or their attorney
  • The document should be addressed to the landlord or their attorney
  • The document should state the date on which the tenancy will end
  • The document should be signed by the tenant or their attorney
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    Takeover Schedule

    A takeover timetable is a document that shows the main steps of a takeover bid that is structured as an offer.

    What to watch out for

  • The main stages of a takeover bid
  • A timetable showing when each stage will occur
  • The structure of the offer
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    Briefing About Data Protection In China For General Council (In depth Memo)

    This is a high-level memorandum to a general counsel from the company's data protection team, outlining the key issues in data protection laws and the need for a company-wide programme addressing these issues. The memorandum includes a suggested outline for such a programme.

    What to watch out for

  • An overview of data protection laws in China
  • The need for a company
  • wide programme addressing data protection
  • What such a programme needs to include
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    Standard Third Party Legal Charge (Company Securing Specific Liabilities)

    A third-party legal mortgage is a type of legal charge that a company grants to a single corporate lender in order to secure specific monies that are owed by another party to the lender. This standard document includes integrated drafting notes that explain the law behind, and commercial reasons for, provisions of the document.

    What to watch out for

  • The document should include a description of the property being mortgaged, as well as the value of the property.
  • It should identify the lender and the borrower, and state the specific amount of money being borrowed.
  • The document should include all relevant legal information, such as the terms of the loan and the repayment schedule.
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    Bond Issue Approval Board Minutes

    The board of an issuer approves a bond issue and the execution of the relevant documents in board minutes.

    What to watch out for

  • The board's approval of the bond issue
  • The execution of the relevant documents
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    Detailed Web + App Cookie Policy

    This is a cookie policy that tells internet users what cookies are used for and how they are used, in accordance with the Privacy and Electronic Communications (EC Directive) (Amendment) Regulations 2003 (SI 2003/2426) (as amended) (PECR).

    What to watch out for

  • The use of cookies by the online provider
  • The types of cookies used
  • How cookies are used
  • The purpose of using cookies
  • The duration of cookies
  • The storage and access of cookies
  • The user's ability to control the use of cookies
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    Uncommercial Shareholder Resolution

    Shareholder resolutions to approve acquisition, disposal and other agreements: intra-group reorganisations. Specimen resolutions to approve acquisition, disposal and other agreements that are proposed to be entered into either on uncommercial terms or where it may otherwise be difficult to show that the transaction or agreement in question is in the company's best interests and promotes its success.

    What to watch out for

  • That the acquisition, disposal, or other agreement is on commercial terms;
  • That the transaction or agreement is in the company's best interests;
  • That the transaction or agreement promotes the company's success.
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    Section 8C Standard Notice Of Election By Tenant

    This standard document is a tenants' notice of election under section 8C of the Landlord and Tenant Act 1987 (LTA 1987). It is served by the requisite majority of qualifying tenants upon the tenants' acceptance of a section 5E offer notice and informs the landlord that the tenants elect that the provisions of section 8C will apply to the proposed disposal.

    What to watch out for

  • that the tenants have accepted a section 5E offer notice, and
  • that the tenants elect that the provisions of section 8C will apply to the proposed disposal.
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    Standard FAQs For Employees About Salary Sacrifice For Enhanced Employer Pension Contributions

    This document provides answers to frequently asked questions about salary sacrifice arrangements made in return for enhanced employer contributions to registered pension schemes.

    What to watch out for

  • The document should be tailored to the specific employee
  • The document should answer frequently asked questions about salary sacrifice arrangements
  • The document should explain how the salary sacrifice arrangement will affect the employee's pension contributions
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    Publishing Deal For Songwriter (Publishing Agreement)

    A music publishing agreement is a contract in which a songwriter assigns the copyright of their songs to a publisher. The publisher is then responsible for exploiting the songs and collecting the income from licensing, and then sharing that income with the songwriter. The agreement includes a minimum commitment from the songwriter, expressed as a proportion of songs on commercially released albums, and the contract lasts for an initial term with the option to extend the contract for additional periods.

    What to watch out for

  • The songwriter assigns the copyright in their songs to the publisher for a limited period
  • The publisher is not absolutely obligated to exploit the songs, but is expected to do so
  • The agreement provides for a minimum commitment from the writer in terms of the proportion of songs contained on commercially released albums
  • The agreement runs for an initial term followed by optional extension periods, each with its own minimum commitment
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    Standard B2B Contract For Transferrong Domain Name (Buyer Friendly)

    This is a standard domain name transfer agreement that is pro-buyer, meaning it is in favor of the buyer. This agreement is typically used when domain names are being transferred as part of a larger corporate transaction, such as an asset purchase.

    What to watch out for

  • Make sure that the agreement clearly states that the domain name is being transferred as part of a larger corporate transaction, such as an asset purchase.
  • Make sure that the agreement is drafted in favor of the buyer, so that the buyer will have the rights to the domain name after the transfer is complete.
  • Make sure that all relevant parties have signed the agreement and that the agreement is legally binding.
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    LTIP Acceptance Notice (Phantom And Cash-Settled Appreciation Rights)

    This document is an Acceptance Notice for Phantom Shares and Cash-settled Share Appreciation Rights awarded under an LTIP.

    What to watch out for

  • The type of long
  • term incentive plan being used
  • The conditions under which the phantom shares or cash
  • settled share appreciation rights are awarded
  • The number of phantom shares or cash
  • settled share appreciation rights being awarded
  • The vesting schedule for the phantom shares or cash
  • settled share appreciation rights
  • The exercise price or strike price for the phantom shares or cash
  • settled share appreciation rights
  • The expiration date for the phantom shares or cash
  • settled share appreciation rights
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    Listed Company AGM Script (Show Of Hands Voting)

    This script is for the chair of a listed company's annual general meeting (AGM), to be used when voting is conducted on a show of hands. This script is not suitable for virtual or hybrid meetings, as voting at these meeting formats would be conducted by way of a poll.

    What to watch out for

  • This script is not suitable for virtual or hybrid meetings as voting at these meeting formats would be conducted by way of a poll.
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    Sale Of Leasehold Land Contract (By An Lpa Receiver)

    This is a contract for the sale of land that is leased by a receiver appointed by the Local Planning Authority.

    What to watch out for

  • That the contract is made between the receiver and the buyer, and not the original owner of the leasehold land
  • That the contract includes all of the relevant details regarding the sale, including the purchase price, the date of sale, and any conditions of sale
  • That the contract is signed by both the receiver and the buyer
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    Long-Form Equal Opportunities Policy (Equality Act 2010)

    This is a long-form equal opportunities policy that meets the requirements of the Equality Act 2010 and the EHRC Employment Statutory Code of Practice, and promotes best practices.

    What to watch out for

  • That the policy complies with the Equality Act 2010 and the EHRC Employment Statutory Code of Practice
  • That the policy promotes best practices
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    Life Assurance Clause (For An Employment Contract)

    A life assurance clause is a provision in an employment contract that guarantees life insurance for an employee.

    What to watch out for

  • The life assurance clause should be tailored to the specific needs of the employee.
  • The clause should be clear and concise, and should not contain any ambiguity.
  • The clause should be drafted in such a way as to ensure that the employee's life insurance coverage is not adversely affected by any future changes to the employment contract.
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    Resolutions To Pass Company Into Members Voluntary Liquidation And Assign Liquidators

    This document provides an example of the resolutions that must be passed at a general meeting in order to place a company into members' voluntary liquidation, in accordance with the Insolvency Act 1986.

    What to watch out for

  • The company must be solvent
  • The directors must make a declaration of solvency
  • A resolution must be passed by a majority of the members entitled to vote
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    Insider List Pre 2016

    This is a template for an insider list, to be used for compliance with the requirement in DTR 2.8 to draw up insider lists, before 3 July 2016.

    What to watch out for

  • The requirement to draw up an insider list before 3 July 2016
  • The need to adapt the template insider list to comply with DTR 2.8
  • What should be included on the insider list
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    Standard Deed Of Release Of Guarantor

    A deed of release of a guarantor is a legal document in which a beneficiary releases a guarantor from all obligations under a guarantee.

    What to watch out for

  • A standard form deed of release by which a beneficiary releases a guarantor from all its obligations under a guarantee.
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    Agreement Between Assignee Of Residential Lease And Landlord and Management Company (Old Lease Covenant)

    This deed of covenant is for use where an "old" lease under the Landlord and Tenant (Covenants) Act 1995 is assigned and the landlord and the management company require a direct covenant from the assignee. The assignment does not require the landlord's consent, so there is no licence to assign containing a direct covenant.

    What to watch out for

  • that the assignment does not require the landlord's consent;
  • that there is no licence to assign containing a direct covenant.
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    Exclusive Agreement For Selling And Buying Land (Freehold Or Leasehold)

    An exclusivity agreement, also known as a lock-out agreement, is a legal document in which a seller agrees not to negotiate with another prospective buyer for a period of time. This agreement is for the sale and purchase of freehold and/or leasehold land.

    What to watch out for

  • That the agreement is for the sale of freehold and/or leasehold land, and not for any other type of property;
  • That the agreement sets out a period of time during which the seller will not negotiate with another prospective buyer;
  • That the agreement is signed by both the seller and the buyer.
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    Standard Supporting Letter From Host Organisation (Business Visitor)

    This document can be used as a supporting letter from a UK organization to UK Visas and Immigration as part of an overseas migrant's application to enter the UK as a Standard Visitor for a business trip.

    What to watch out for

  • The letter should be on company letterhead
  • The letter should state the nature of the business visitor's trip
  • The letter should state the dates of the trip
  • The letter should state who will be responsible for the business visitor while they are in the UK
  • The letter should state that the business visitor will have sufficient funds to support themselves during their stay
  • The letter should state that the business visitor will have medical insurance for their stay
  • The letter should state that the business visitor will comply with the conditions of their visa
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    Loan Note Instrument For Unsecured Loan Notes

    This is a legal document for a loan in the form of a promissory note, with accompanying drafting notes, for a fixed-rate, unsecured loan.

    What to watch out for

  • The document should be clear and concise
  • It should be easy to read and understand
  • All terms and conditions should be clearly stated
  • The document should be free of any errors or typos
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    Data Protection And Privacy for Employees (Compliance Guidelines)

    This resource outlines key messages to target at relevant employees as part of an enterprise-wide privacy and data protection compliance program. The goal is to ensure that employees understand what they should and should not do in order to protect privacy and data.

    What to watch out for

  • Don't collect or use personal information without a valid business purpose
  • Don't disclose personal information to unauthorized individuals or third parties
  • Don't use personal information for unauthorized purposes
  • Don't keep personal information longer than necessary
  • Don't fail to protect personal information from unauthorized access, use, or disclosure
  • Don't fail to destroy or dispose of personal information properly when no longer needed
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    Standard Sub-Contract Conditions For Building (With Sub-Contractor's Design)

    The document is titled "JCT Standard Building Sub-Contract with sub-contractor's design Conditions, 2016 Edition (SBCSub/D/C 2016)," and it is a standard building sub-contract with sub-contractor's design conditions.

    What to watch out for

  • The 2016 Edition of the JCT Standard Building Sub
  • Contract with sub
  • contractor's design Conditions
  • The document's title
  • The date the document was published
  • The name of the author or organization who published the document
  • The purpose of the document
  • The target audience of the document
  • The format of the document
  • The length of the document
  • The level of detail in the document
  • The language of the document
  • The country of origin of the document
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    Contract Extension Letter (Public Procurement Regime)

    A letter from a contracting authority to a contractor, either notifying the contractor that an option to extend the term of their contract subject to the public procurement regime is being exercised, or to record an agreement that the term of the contract will be extended.

    What to watch out for

  • The contracting authority should ensure that the letter complies with the requirements of the public procurement regime
  • The letter should be in writing and should be signed by both parties
  • The letter should specify the new end date of the contract and any other relevant details
  • The letter should be dated and should include the original contract reference number
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    Standard Clause For Charge Over Certificated Shares And Securities (Convert Charge Over Shares)

    This standard clause can be used to convert a Standard document, Charge over shares, into a charge over all certificated shares and securities owned by the borrower.

    What to watch out for

  • The document should specify what type of shares and securities are included in the charge.
  • The document should state whether the charge is over all shares and securities, or only some of them.
  • The document should identify the borrower and the lender.
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    Letter To Tenant For Rent Deferral Agreement (Covid 19)

    This is a letter from a landlord to a tenant that agrees to postpone rent payments that are due under the lease. It may also include provisions to postpone, waive, or reduce payments for services.

    What to watch out for

  • The date the rent is due
  • The amount of rent that is due
  • The landlord's agreement to defer rent payments
  • The date the deferred rent payments are due
  • The optional provisions to defer, waive, or reduce payments of on account service charges
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    License To Evaluate Software And NDA

    This document is an evaluation licence and non-disclosure letter agreement that contains confidentiality provisions and a licence of rights for use by a company. This company sells low-cost standard software programs which users may want to evaluate before they commit to licensing and installing the software for use in their business.

    What to watch out for

  • Confidentiality provisions
  • Licence of rights
  • Evaluation period
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    Employment Tribunal Procedure Advice (To An Employee)

    This document provides advice to an employee who is unfamiliar with tribunal procedure about how to conduct a claim in the employment tribunal, the different stages of a tribunal claim, what happens during a hearing, and what steps can be taken after receiving a tribunal decision.

    What to watch out for

  • The stages of a tribunal claim
  • The hearing
  • What steps can be taken on receipt of a tribunal decision
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    Sales Agency Contract (Services)

    This document is a sales agency agreement, which appoints a sales agent to negotiate and enter into contracts on the principal's behalf. The agreement outlines the services the agent will provide, and may be exclusive, non-exclusive, or sole.

    What to watch out for

  • The type of sales agency agreement (exclusive, non
  • exclusive, or sole)
  • The scope of the sales agent's authority
  • The territory in which the sales agent is authorised to operate
  • The duration of the agreement
  • The commission or other compensation to be paid to the sales agent
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    Call Option Agreement Over Private Company Shares

    A call option agreement is a legal document that grants the holder the right to purchase shares of a private limited company at a specific price within a specific period of time.

    What to watch out for

  • Make sure that the agreement clearly states the number of shares that can be purchased under the option, as well as the price per share.
  • Be sure to include a clause specifying how the price will be calculated, if it is not a fixed price.
  • Make sure that the agreement states the expiration date of the option.
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    Seller's Deed of Guarantee (Under Asset Purchase Agreement)

    A deed of guarantee and indemnity is a legal document that protects the seller in case they are unable to fulfill their obligations under an asset purchase agreement. The guarantor, typically the seller's parent company, agrees to cover any losses incurred by the seller.

    What to watch out for

  • That the guarantor will be the parent company of the seller
  • The seller's obligations under an asset purchase agreement
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    Section 25 Notice From Landlord To End A Business Tenancy (Commercial Lease)

    A section 25 notice ending a business tenancy, as specified in the Landlord and Tenant Act 1954, in the form of a 7 notice, where the landlord provides reasons for refusing a new tenancy and where the Leasehold Reform Act 1967 may apply.

    What to watch out for

  • The document is a notice from the landlord to the tenant, informing the tenant that the landlord intends to end the business tenancy.
  • The notice must be in the prescribed form, and must state the reasons for the landlord's decision.
  • The notice must be served on the tenant at least six months before the end of the tenancy.
  • The tenant has the right to request a new tenancy, and the landlord must consider this request.
  • The landlord may refuse the request for a new tenancy if they have valid reasons, such as wanting to redevelop the property.
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    Standard Trust Deed And Rules For Pension Scheme (Private Sector)

    A standard-form trust deed and rules for a private-sector occupational pension scheme providing benefits on a final-salary, career-average, and money purchase basis.

    What to watch out for

  • The standard
  • form trust deed and rules for a private
  • sector occupational pension scheme providing benefits on a final
  • salary, career
  • average and money purchase basis.
  • The scheme's trustees and the employer(s) who are party to the scheme.
  • The scheme's beneficiaries (i.e. the members and their dependants).
  • The scheme's assets and how they are held/invested.
  • The scheme's liabilities, including any unfunded benefits.
  • The scheme's funding arrangements, including any deficit.
  • The scheme's governing law and jurisdiction.
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    JCT Standard Building Contract (Without Quantities)

    The JCT Standard Building Contract Without Quantities 2016 Edition is a legal document that does not include an itemized list of quantities.

    What to watch out for

  • The contract should clearly state the scope of work to be performed.
  • Make sure that the contract includes a detailed schedule of work to be performed.
  • The contract should specify who is responsible for each stage of the work.
  • The contract should include a payment schedule.
  • The contract should specify the conditions under which the work will be performed.
  • The contract should include a provision for dispute resolution.
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    Receiving Agent Agreement Summary (Rights Issues)

    The receiving agent agreement in a rights issue is a summary of the terms of an agreement between the company and the agent.

    What to watch out for

  • The company's obligations
  • The receiving agent's obligations
  • The compensation arrangements
  • The indemnification provisions
  • The confidentiality provisions
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    Section 124 Creditor's Petition To Wind Up Company (Compulsory Liquidation Case Study)

    This document provides a case study of a creditor’s petition to wind up a company on the grounds of insolvency, including guidance on the documents required and an example of each.

    What to watch out for

  • The document should include a case study of a company that has been successfully wound up through a creditor’s petition.
  • The study should include practical guidance on how to petition for compulsory liquidation, as well as an example of the necessary documents.
  • It is important to ensure that the company is actually insolvent and unable to pay its debts before petitioning for liquidation, as this is a key requirement under the Insolvency Act 1986.
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    Memorandum About UK Data Protection For Board Of Directors (In Depth Memo)

    A memorandum to the board of directors of a UK company that outlines the key issues concerning the Data Protection Act 1998, the need for a company-wide programme addressing these issues, and what this programme needs to include.

    What to watch out for

  • The key issues concerning the Data Protection Act 1998
  • The need for a company
  • wide programme addressing these issues
  • What this programme needs to include
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    Career Break Policy (Inc. Basis Of Acceptance)

    A policy on the availability of and basis on which an employer accepts requests for career breaks.

    What to watch out for

  • The employer's stance on career breaks
  • The conditions under which an employer is willing to accept a career break
  • The basis on which an employer decides to accept or deny a career break request
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    Short Form Contract For Sale Of Property (UK Residential Land)

    This is a contract for the sale of residential land, either freehold or leasehold, that incorporates the Standard Conditions of Sale (Fifth Edition - 2018 Revision). It is suitable for use in straightforward residential property transactions where the conveyancers acting for the parties are following the Law Society Conveyancing Protocol.

    What to watch out for

  • That the contract is in short form;
  • That it incorporates the Standard Conditions of Sale (Fifth Edition
  • 2018 Revision);
  • That it is suitable for use in straightforward residential property transactions;
  • That the conveyancers acting for the parties are following the Law Society Conveyancing Protocol.
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    Standard Building Contract (Approximate Quantities)

    The JCT Standard Building Contract With Approximate Quantities 2016 Edition is a legal document that sets out the terms and conditions for a construction project.

    What to watch out for

  • The use of approximate quantities in the contract
  • The contract terms and conditions
  • The pricing and payment terms
  • The schedule of works
  • The contract drawings and specifications
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    Preemptive Rights Waiver Letter For Share Buybacks

    A shareholder waives their right to preemptively buy shares in a company in connection with that company buying back its own shares.

    What to watch out for

  • The shareholder may be waiving their right to participate in the share buyback.
  • The shareholder may be waiving their right to be notified of the share buyback.
  • The shareholder may be waiving their right to object to the share buyback.
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    Rule 7.3 Statutory Demand (Compulsory Liquidation Case Study)

    A statutory demand is a legal document that a creditor can use to petition a company for insolvency.

    What to watch out for

  • The document should include a description of the company's financial situation and the reasons for the creditor's petition.
  • It should explain the process of issuing a statutory demand and the consequences of non
  • payment.
  • It should detail the options available to the company if it receives a statutory demand.
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    Instruction Letter To A Broker For Rights Issues (Summary)

    The letter from the investment bank to the broker summarizing the latter's obligations in a rights issue.

    What to watch out for

  • The investment bank's obligations in a rights issue
  • The broker's obligations in a rights issue
  • Summary of the letter from the investment bank to the broker setting out the latter's obligations in a rights issue
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    Section 338A Members' Requisition Of A Traded Company To Include Matter In Business Of Agm

    A form of requisition, for use by the members of a traded company, requiring the company to include a matter in the business to be dealt with at its next annual general meeting pursuant to section 338A of the Companies Act 2006.

    What to watch out for

  • The form of requisition
  • The matter to be included in the business
  • The company's compliance with section 338A of the Companies Act 2006
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    Boilerplate For Public Sector Contracts With Listed Bodies (Public Bodies Act 2011)

    A boilerplate clause for use in public sector contracts by an organisation that is proposing to enter into a new contract with a listed body that is susceptible to abolition or modification by ministers under the Public Bodies Act 2011.

    What to watch out for

  • The listed body that the contract is with may be abolished or modified by ministers under the Public Bodies Act 2011, so the contract may be void or changed.
  • The contract should state what will happen if the listed body is abolished or modified.
  • The contract should be made with the listed body, not with a minister.
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    Long Lease Of Residential House Where Landlord Insures And Reinstates

    This lease is for a residential property where the landlord is responsible for insurance and repairs in the event of damage or destruction.

    What to watch out for

  • The landlord's obligations to insure and reinstate the property in the event of damage or destruction.
  • The tenant's obligations under the lease.
  • The length of the lease.
  • The terms and conditions of the lease.
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    Standard Residential Freehold Sale Contract By A Trustee In Bankruptcy

    This is a contract for the sale of a home by a trustee in bankruptcy, incorporating the Standard Conditions of Sale (Fifth Edition - 2018 Revision) (SCS). Some provisions in the contract modify or exclude the SCS, and it is suitable for transactions where the SCS needs to be further amended.

    What to watch out for

  • That the contract is for the sale of residential freehold land by a trustee in bankruptcy, incorporating the Standard Conditions of Sale (Fifth Edition
  • 2018 Revision) (SCS).
  • That a number of the provisions in the contract modify and exclude the SCS.
  • That the contract is suitable for transactions where the SCS need further amendment.
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    Simple Film Music Commissioning Contract (Assigning IP Rights)

    This is a short-form agreement for commissioning music for a film or television soundtrack, in which the production company assigns all intellectual property rights in the music and master recording to the other party.

    What to watch out for

  • Make sure that you have the rights to the music you are commissioning
  • Make sure that you have the rights to the master recording of the commissioned music
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    Simple Social Media Policy For Employees (UK)

    This is a social media policy for employees in the United Kingdom. It outlines what is considered appropriate use of social media.

    What to watch out for

  • Inappropriate use of social media by employees
  • Setting out the appropriate use of social media
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    Notice of Charge Over Lease

    A notice to a landlord that a charge has been placed on a lease.

    What to watch out for

  • The notice should include the date the charge was created
  • The notice should identify the landlord
  • The notice should state the amount of the charge
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    Pension Clauses For Employment Contracts

    The following are a number of alternative pension clauses that can be inserted into an employment contract, depending on the type of pension benefit being offered: - Standard documents- Employment contract for a junior employee- Employment contract for a senior employee

    What to watch out for

  • Pensions clauses can vary depending on the type of pension benefit being offered
  • Be sure to read and understand the pension clause in an employment contract before signing
  • Pensions clauses can be complex, so it is advisable to seek legal advice if there is any uncertainty
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    Additional Enquiries From Covid 19 Risk For Legal Due Diligence (Share Purchases)

    This document contains a list of legal due diligence enquiries relating to areas of specific or heightened risk arising from the COVID-19 pandemic for use in connection with a share purchase transaction involving the acquisition of a target company incorporated in England and Wales.

    What to watch out for

  • The impact of COVID
  • 19 on the target company, including any material adverse effects on its business, financial condition or results of operations
  • The target company's compliance with applicable laws and regulations related to COVID
  • 19, including any government orders or guidance
  • The target company's insurance coverage for losses arising from COVID
  • 19
  • The target company's ability to obtain necessary supplies and raw materials in light of any disruptions to global supply chains caused by COVID
  • 19
  • The target company's ability to maintain its workforce in light of any potential health and safety risks posed by COVID
  • 19
  • The target company's ability to meet its contractual obligations in light of any potential disruptions caused by COVID
  • 19
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    Section 138 Clearance Application For A Transation (Capital Gains Tax)

    A form of application for clearance under section 138 of the Taxation of Chargeable Gains Act 1992 for a transaction under section 135 (and section 138A) of that Act.

    What to watch out for

  • The form of application for clearance under section 138 of the Taxation of Chargeable Gains Act 1992
  • For a transaction under section 135 (and section 138A) of that Act
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    Appointment Letter For Environmental Consultant (Adaptable)

    This is a legal document appointing an environmental consultant. It can be adapted for different purposes, like a Phase 1 report, or a more complex Phase 2 report or remediation project connected to a development. It has optional wording for suspending the consultant's services instead of terminating the agreement, and optional obligations the environmental consultant may have.

    What to watch out for

  • The form of appointment for an environmental consultant
  • The intended use of the form
  • The adaptability of the form
  • The optional wording for suspension of services
  • The optional obligations on the environmental consultant
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    Standard Letter Of Response To Work Past Retirement Age Request

    This is a standard letter that an employer would send to an employee who has requested to work beyond their retirement date, outlining the next steps in the process.

    What to watch out for

  • The employer's response to the employee's request to work beyond their retirement date
  • The procedure that will be adopted by the employer in relation to the employee's request
  • The employer's decision on the employee's request
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    Schedule 4 Rules For A Company Share Option Plan (Csop)

    The following is a template for a company share option plan (CSOP) that meets the requirements of Schedule 4 of the Income Tax (Earnings and Pensions) Act 2003.

    What to watch out for

  • The rules of the CSOP
  • The requirements of Schedule 4 of the Income Tax (Earnings and Pensions) Act 2003.
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    Website Data Room Rules (Acquisitions By Auction)

    The following are rules for a website data room to be used by the seller in an auction process for selling a company or assets, where the data room is accessed online. For rules to be used with a physical data room, see Standard document, Data room rules: acquisitions.

    What to watch out for

  • Ensure that only authorized individuals can access the data room
  • Maintain the confidentiality of information contained within the data room
  • Ensure that all information is accurate and up
  • to
  • date
  • Ensure that the data room is secure from unauthorized access
  • Ensure that the data room is accessible only during specified times
  • Ensure that all information contained within the data room is destroyed after the acquisition process is complete
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    Bribery Act 2010 Memo To Board Of Directors

    A memorandum to the board of directors on the Bribery Act 2010, explaining why action is required and what actions should be taken.

    What to watch out for

  • The Bribery Act 2010 is a UK law that prohibits bribery and corruption.
  • The Act applies to all organisations with a presence in the UK, regardless of size or sector.
  • Organisations can be liable for the acts of their employees, agents and contractors.
  • The maximum penalty for an offence under the Act is an unlimited fine.
  • The Act came into force on 1 July 2011.
  • Organisations should have in place adequate procedures to prevent and detect bribery and corruption.
  • Organisations should provide training to employees on the Act and related policies.
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    Standard Notice By Tenant Indicating Preference To Deal Directly With The Other Landlord

    The tenant wishes to communicate with the other landlord directly, in order to establish, reinforce, or verify the other landlord's title, as per the Leasehold Reform Act 1967.

    What to watch out for

  • That the tenant wishes to deal with the other landlord directly, and not with the reversioner.
  • The purposes for which the tenant wishes to do so.
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    Standard Notice Of Default By Tenant (Landlord Failed To Comply)

    This standard document is a notice of default that a tenant can serve on a landlord if the landlord fails to comply with any of its obligations under the Leasehold Reform Act 1967.

    What to watch out for

  • The landlord failing to comply with any obligations under the Leasehold Reform Act 1967
  • The tenant serving this notice on the landlord
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    Professional Consultant's Collateral Warranty (Funder, Buyer Or Tenant Friendly)

    A professional consultant will provide a collateral warranty to a funder, purchaser, or tenant. This warranty is suitable for use in a traditional procurement or design and build context.

    What to watch out for

  • That the professional consultant has the necessary skills and experience for the project
  • That the professional consultant will be available for the duration of the project
  • That the professional consultant has the necessary insurance cover
  • That the professional consultant has the necessary indemnities in place
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    Standard Notice To Complete By Tenant (Served On Landlord)

    This standard document is a notice from the tenant to the landlord, served under the Leasehold Reform Act 1967, stating the tenant's intention to extend the lease or purchase the property.

    What to watch out for

  • The document should be served on the landlord in relation to a lease extension or enfranchisement under the Leasehold Reform Act 1967
  • The notice should be in writing
  • The notice should state the tenant's intention to complete the lease extension or enfranchisement
  • The notice should be signed by the tenant
  • The notice should be served on the landlord within the prescribed time period
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    Indemnity Agreement With Private Developer And Compulsory Purchase Order (CPO)

    This document is an agreement between an acquiring authority and a private developer in which the acquiring authority agrees to fund and assist the private developer with a compulsory purchase order (CPO), and the private developer agrees to assist the acquiring authority with the CPO process and pay the acquiring authority all costs incurred during the process and all compensation payable.

    What to watch out for

  • The agreement should outline the roles and responsibilities of the acquiring authority and the private developer
  • The agreement should identify the property or properties to be acquired under the CPO
  • The agreement should specify the compensation to be paid to the private developer by the acquiring authority
  • The agreement should identify any conditions attached to the CPO or the indemnity agreement
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    Standard Statutory Declaration By Tenant (Evidence Of Right To Enfranchise)

    This standard document is a statutory declaration by the tenant about its occupancy of the house and premises as evidence of the tenant's right to enfranchise under the Leasehold Reform Act 1967 (LRA 1967).

    What to watch out for

  • That the tenant occupies the house or premises as their only or main residence;
  • That the tenant has been a qualifying tenant for a continuous period of at least two years;
  • That the tenant has not previously made a successful application to enfranchise the property;
  • That the tenant is not a ‘relevant person’ as defined by the LRA 1967, which includes, among others, a person who has been convicted of a serious offence or is bankrupt.
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    Migrant Application Cover Letter For Intra-Company Graduate Trainee Visa

    This is a cover letter for an application to enter a graduate trainee program within a company.

    What to watch out for

  • The name and contact information of the applicant
  • The name and contact information of the company
  • The position the applicant is applying for
  • The reason the applicant is qualified for the position
  • The date the applicant is available to start work
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    Consent To Assignment Request (With Subcontracting Option)

    This document is a template for requesting consent to assign a contract, which includes the option to subcontract the assignor's obligations to the assignee.

    What to watch out for

  • Make sure that the document is clear about who is requesting consent to assignment, and who they are requesting it from
  • Make sure that the document specifies the contractual obligations that are being assigned
  • Make sure that the document contains language around the option to subcontract the assignor's contractual obligations to the assignee
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    A Deed Of Indemnity For Liquidators (Appointing Liquidators, Mvl)

    A deed of indemnity is a legal document that protects the liquidators of a company from any legal claims made by shareholders. The shareholder agrees to indemnify, or compensate, the liquidators for any losses they may incur. This arrangement usually allows the liquidators to make prompt distributions to shareholders.

    What to watch out for

  • That the shareholder is willing to provide the liquidators with an indemnity
  • That the indemnity is usually to facilitate prompt distributions
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    Section 14(1) Standard Notice Of Withdrawal By Nominated Person

    This standard document is a notice under section 14(1) of the Landlord and Tenant Act 1987 (LTA 1987) given by the nominated person to the purchaser that the nominated person no longer intends to proceed with the acquisition of the interest originally disposed of by the landlord to the purchaser in breach of the LTA 1987.

    What to watch out for

  • That the nominated person no longer intends to proceed with the acquisition of the interest originally disposed of by the landlord to the purchaser in breach of the LTA 1987.
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    Employee Annual Bonus Schedule (From Company's Pre-Tax Profits)

    A bonus schedule that is attached to an employment contract, for example Standard documents, Employment contract for a senior employee or Director's service agreement (long-form), in which an employee has a contractual entitlement to receive an annual bonus calculated by reference to the company's pre-tax profits.

    What to watch out for

  • The bonus schedule should be clear and concise, outlining how the bonus will be calculated and paid out
  • The bonus should be based on pre
  • tax profits, and not post
  • tax profits
  • The bonus should be paid out in a timely manner, preferably within a few months of the end of the fiscal year
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    JCT Project Bank Account Documentation

    The JCT Project Bank Account Documentation from 2011 provides guidance on setting up and maintaining bank accounts for construction projects.

    What to watch out for

  • The JCT Project Bank Account Documentation, 2011 Edition (PBA 2011) is a document that outlines the requirements for setting up and maintaining a project bank account.
  • The document includes information on the types of accounts that can be used, the documentation required, and the procedures for setting up and maintaining the account.
  • The PBA 2011 is intended for use by project managers, financial controllers, and other project personnel.
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    Invitation Sent To Supplier To Submit A Tender (Successful At pgg Stage)

    A letter sent by a contracting authority to a supplier successful at the selection questionnaire stage of a procurement process, inviting the supplier to submit a tender, in which the letter serves as a precedent.

    What to watch out for

  • The contracting authority's requirements for the tender submission
  • The deadline for submitting the tender
  • Any other information that the contracting authority deems relevant
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    Emi Share Option For Time And Performance (Stand-Alone)

    This is a legal document that grants an employee the option to buy shares in the company based on how long they have worked there and how well they have performed.

    What to watch out for

  • The agreement should grant the employee a time
  • based share option.
  • The agreement should be performance
  • based.
  • The company should be able to terminate the agreement at any time.
  • The employee should be able to terminate the agreement if the company fails to meet the performance criteria.
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