All templates
Advisor Agreement (Payment Via Share Options)
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.
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.
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.
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.
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).
Intellectual Property Assignment (for founders to assign IP to company)
This IP Agreement is designed for an individual to assign IP to a company e.g. a founder is starting a company and needs to vest the IP into that company
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.
Saas (Software) Subscription Agreement (Pro-Supplier)
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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
SaaS Agreement (YC)
This SaaS (Software as a Service) agreement can be used to set out the terms under which SaaS software may be accessed by a customer. It provides for the secure delivery of services to the user's terminal on a pay-per-use basis over a network, from processors hosted remotely by the SaaS provider.
Commercial Lease (for Mutuals & Cooperatives)
This template has been prepared to provide general guidance and information to organisations considering or undertaking mutualisation. Use this agreement to protect both landlord (Local Authority) and tenant (mutual organisation or cooperatives). Examples of provisions covered are: Obligations on the tenant to keep the property in repair, obligations on the landlord to provide certain building services for the Property (e.g. to repair the structure of the building), rights for the landlord to end the tenancy in the case of the tenant's breach, rights for the tenant to use the property for the provision of services.
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Adjudicator Appointment Letter
A letter appointing the adjudicator is a legal document that appoints an adjudicator to a case.
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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.
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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.
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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.
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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.
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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).
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Employment Agreement
This employment agreement (also known as an employment contract or service agreement) can be used when hiring a new member of staff to determine the key terms of employment including employment conditions, rights, responsibilities and duties of both the company and the employee.
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.
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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.
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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.
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Notice of Charge Over Lease
A notice to a landlord that a charge has been placed on a lease.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Case Management Order (Employment Tribunal)
This is an employment tribunal case management order that sets out the different stages of employment tribunal proceedings under the Employment Tribunals Rules of Procedure 2013.
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Simple Declaration By Tenant (Exclude Security Of Tenure)
This is a legal document in which the tenant agrees not to have any security of tenure under the Landlord and Tenant Act 1954.
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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.
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Standard Document To Consent To Short Notice Of A General Meeting (Company Limited By Shares)
This document allows a company limited by shares to hold a general meeting with less notice than usual, provided that all relevant members sign either one document or separate documents authorizing this.
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Application And Appointment Letter To Migrant Worker Applying To Enter The UK (Skilled Worker)
This document is the application form and appointment booking for a Skilled Worker permission to enter the UK. It can be used as a basis for a second letter from a legal representative to a migrant, when instructed by an employer to assist an overseas national with an application to enter the UK as a Skilled Worker for work.
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Standard Notice That Landlord Will Deal Directly With Tenant (Not Reversioner)
A notice by a landlord who is not the reversioner, stating that the landlord wishes to deal with the tenant directly under the Leasehold Reform Act 1967.