Finance

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Finance

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.

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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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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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Founder IP Assignment (Taylor Vinters)

This Founder IP Assignment is intended to be used to assign IP rights created by a founder for the company to the company itself. It will often be required to assign IP created by the founder prior to the founder entering into a formal services agreement with the company, which would otherwise continue to subsist in the founder. This Founder IP Assignment is drafted broadly and is not appropriate for more general IP assignments (see IP Assignment Templates).

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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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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

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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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SaaS Pilot Agreement (Taylor Vinters)

Use this agreement to set out the terms under which software may be accessed by a customer during a trial.

Following a trial, use a SaaS (Software as a Service) agreement to provide 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.

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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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Cookies Policy (Taylor Vinters)

Cookies are small text files that are stored on your computer or device by websites that you visit. This document contains details of individual cookies, what type of cookie they are, their purpose and duration, which are the key details required to include inside a Cookies Policy. Please note that in addition to providing users with comprehensive information about the cookies, consent will need to be obtained from users to place the cookies (subject to limited exemptions around strictly necessary cookies). Website operators will also need to consider the privacy related implications of the subsequent data processing and account for this in the relevant privacy notice.

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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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    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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    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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    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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    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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    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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    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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    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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    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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    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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    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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    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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    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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    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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    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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    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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    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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    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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    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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    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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    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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    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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    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.

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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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    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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    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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    Standard Letter To Request Updated Employee Information From Current Service Provider (TUPE)

    The client requests updated employee liability information from the current service provider for the purposes of regulation 11 of the Transfer of Undertakings (Protection of Employment) Regulations 2006 (SI 2006/246), which will be forwarded to the replacement service provider.

    What to watch out for

  • The client's name, address, and contact information
  • The current service provider's name, address, and contact information
  • The date of the letter
  • A request for updated employee liability information
  • The purpose of the request (regulation 11 of the Transfer of Undertakings (Protection of Employment) Regulations 2006 (SI 2006/246))
  • The name and contact information of the replacement service provider
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    Letter Of Advice To Employee Client On A Settlement Agreement

    This is a letter that a lawyer would send to an employee client that contains commentary on a standard document called a "Settlement Agreement: Employment (Long Form)." The letter should be adapted to reflect any specific instructions given by the client.

    What to watch out for

  • The client's specific instructions
  • The standard document's commentary on the settlement agreement
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    Agreement of Ancillary Rights (Musical Artist Income Share)

    This is an ancillary rights agreement between a music production company and a musical artist. Under this agreement, the artist agrees to share a portion of their income from activities outside of recording with the company. This agreement is used in conjunction with a recording (production) agreement.

    What to watch out for

  • The artist agreeing to pay the company a share of income from activities other than recording
  • The company using the income from activities other than recording in conjunction with a recording (production) agreement
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    Costs Warning Letter (Employment Tribunal)

    This is a letter to an opponent in the employment tribunal, warning them that you may apply for costs against them.

    What to watch out for

  • The letter should state the specific costs that the opponent may be liable for
  • The letter should be clear and concise
  • The letter should be sent as soon as possible after the tribunal hearing
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    Employee's Notice Of Return From Maternaity Leave (Early Return)

    This document is for an employee who wishes to notify their employer that they intend to return from maternity leave early.

    What to watch out for

  • The employee's intention to return from maternity leave early
  • The date the employee intends to return to work
  • The employee's contact details
  • The employer's contact details
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    Board Meeting Minutes To Approve Completing Share Purchases Transaction (Corporate Seller)

    Board minutes: seller (completion): share purchases. Minutes of a meeting of a committee of the board of a corporate seller held for the purpose of approving the formalities for completing a share sale transaction, where there is an interval between exchange and completion.

    What to watch out for

  • Formalities for completing a share sale transaction
  • Approving the transaction
  • Ensuring that all shareholders are accounted for
  • Making sure that the shares are properly transferred
  • Checking that the correct amount of money is exchanged
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    Standard Letter To Unsuccessful Client With Employment Tribunal's Written Reasons

    This is a letter from the tribunal to the unsuccessful party in employment tribunal proceedings, advising them of their options to apply for a reconsideration and/or appeal.

    What to watch out for

  • The options to apply for a reconsideration and/or appeal that the unsuccessful party might exercise under the ET Rules 2013.
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    Long-Form Paternity Policy (Options to Enhance)

    A policy document outlining paternity leave and pay arrangements that consider statutory entitlements, with optional paragraphs for increased paternity pay.

    What to watch out for

  • The policy should include information on statutory entitlements for paternity leave and pay.
  • The policy should include optional paragraphs for enhanced paternity pay.
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    Advice On Constructive Dismissal (Letter To Employee)

    If you are an employee who is thinking about bringing a claim for constructive dismissal, here is some advice from a legal adviser.

    What to watch out for

  • Whether the employee has a valid claim for constructive dismissal
  • The legal adviser's advice on the employee's chances of success
  • The potential risks and costs associated with bringing a claim
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    Short-Form Share Exchange Agreement (Intra-Group)

    This document is a share exchange agreement for an intra-group reorganization. The agreement is shorter than a typical share purchase agreement, and does not provide the same level of protection for the parties.

    What to watch out for

  • This standard document is a short form agreement intended for use in an intra
  • group share purchase transaction where the consideration is to be satisfied by an issue of shares by the buyer to the seller.
  • This share exchange agreement does not provide the parties with the detailed protections afforded by a long form share purchase agreement drafted on an arm's length basis.
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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.

    What to watch out for

  • When instructed by an employer to assist an overseas national with an application to enter the UK as a Skilled Worker for work, this standard document can form the basis of a second letter from a legal representative to a migrant.
  • The document provides information on the application process and what is required for a successful application.
  • It is important to note the requirements for a successful application, as well as the deadlines for submission.
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    Profit Share Agreement (Property)

    A profit share provision is a type of arrangement that may be used with a real estate finance facility agreement. Under this arrangement, the borrower agrees to pay an exit fee or profit share to the lender if certain events occur. The fee is calculated by deducting the acquisition and development costs relating to a property from its sale proceeds or latest valuation.

    What to watch out for

  • The borrower may have to pay an exit fee or profit share to the lender if certain events occur
  • The fee is calculated by deducting the acquisition and development costs relating to a property from its sale proceeds or latest valuation
  • This type of arrangement may also be referred to as a profit participation
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    Legal Letter To Migrant Entering UK On Intra-Company Transfer Visa

    This standard document can be used by a legal representative, when instructed by an employer, to help an overseas national apply for a UK Intra-Company Transfer visa. The document includes an application form and instructions for booking an appointment.

    What to watch out for

  • The document should include the name of the company the migrant is transferring to, as well as the company's address and contact information.
  • The document should also include the migrant's job title and a brief description of their duties.
  • The document should state the length of time the migrant is allowed to stay in the UK.
  • The document should also include the name and contact information of the migrant's legal representative.
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    Schedule of Loss (Employment Tribunal)

    A schedule of loss for discrimination and unfair dismissal cases in employment tribunal proceedings.

    What to watch out for

  • The schedule of loss should include all financial losses incurred by the claimant as a result of the discrimination or unfair dismissal, including lost earnings, pension rights, and any other benefits.
  • It should also include any non
  • financial losses, such as damage to reputation or emotional distress.
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    Section 63 Leave Policy For Training And Development

    This policy deals with employees' statutory right to request time off for training under sections 63D to 63K of the Employment Rights Act 1996. It only applies to employers with 250 or more employees.

    What to watch out for

  • The policy should deal with employees' statutory right to request time off for training under sections 63D to 63K of the Employment Rights Act 1996
  • The policy should only apply to employers with 250 or more employees
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    Section 414 Standard Board Meeting Minutes To Approve Private Company Accounts For The Year

    This is a legal document called "Board Minutes" which approves the annual accounts for a private company. This document is to be used in accordance with section 414 of the Companies Act 2006.

    What to watch out for

  • Make sure that the board minutes accurately reflect the discussion and decisions made by the board regarding the annual accounts.
  • Ensure that all required information is included in the board minutes, such as a summary of the financial statements and any other reports that were reviewed.
  • Make sure that the board minutes are properly signed and dated by the board members.
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    Standard Letter To Appoint An Administrative Receiver

    This is a form of letter appointing administrative receivers to a company, which contains integrated drafting notes.

    What to watch out for

  • Make sure that the form of letter is appropriate for the situation;
  • Check that the floating charge holder has the authority to appoint administrative receivers;
  • Ensure that the company's assets are properly covered by the floating charge;
  • Confirm that the administrative receivers have the necessary powers to carry out their duties.
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    Borrower Board Meeting Minutes To Ratify Loan Agreement

    Board resolutions: Borrower ratifying facility agreement. Borrower board resolutions ratifying signing or execution of a facility agreement. These resolutions are intended for use with Standard document, Board minutes: borrower approving facility agreement.

    What to watch out for

  • That the borrower has the authority to sign the facility agreement
  • That the borrower has the ability to repay the loan
  • That the terms of the loan are acceptable to the borrower
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    Enforcing An Employment Tribunal Award (Advice To Employee)

    If you are an employee who has been awarded money by an employment tribunal, but your employer has not paid you, you may be able to enforce the award in the civil courts. This document provides advice on how to do this.

    What to watch out for

  • Ensuring that the amount of the award is calculated correctly, and that any interest owed is included
  • Checking that the award is still valid
  • it may have expired, or been set aside on appeal
  • Making sure that you have the correct name and address for the employer, as this is who you will need to take action against
  • Considering whether you have any other options for enforcing the award, such as using an enforcement agent or applying to have the employer's bank account frozen
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    Form To Request To Work Past Compulsory Retirement Age

    This document is a request form for an employee who wishes to continue working past their mandatory retirement age, as set by the DRA. The form may be attached to the retirement policy, and ensures that all legal requirements for making such a request are met.

    What to watch out for

  • The form should be completed by the employee
  • The form should be annexed to the retirement policy
  • The form ensures that all legal requirements for making a request are met
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    Disclosure Letter On Share Purchases (Buyer Friendly)

    This document is a disclosure letter for share purchases from the perspective of the buyer. It is based on a standard document, with modifications to be more favorable to the buyer.

    What to watch out for

  • The document should reflect the buyer's reasonable mark
  • up of the Standard document.
  • The document should be used in a share purchase transaction.
  • The document should be buyer
  • friendly.
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    Standard Extra Employment Contract Clauses

    A list of standard clauses that can be inserted into an employment contract for a junior or senior employee, or a director, each with integrated drafting notes.

    What to watch out for

  • Standard clauses that can be inserted into an employment contract for a junior or senior employee, or a director, each with integrated drafting notes.
  • The potential for these clauses to be used to unfairly restrict an employee's rights.
  • The possibility that these clauses may not be enforceable in court.
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    Anti Corruption Policy (Bribery Act 2010)

    This is a short-form anti-corruption and bribery policy, designed to help employers comply with the Bribery Act 2010. For a more detailed policy suitable for a large organisation, see Standard document, Anti-corruption and bribery policy (long-form).

    What to watch out for

  • The Bribery Act 2010
  • Compliance with the Act
  • A more detailed policy
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    Negotiated Agreement For Employer To Inform And Consult Employees (Problems At Work)

    This document is an agreement to establish a forum where employees or employee representatives can discuss workplace issues with their employer. This agreement satisfies the requirements for a negotiated agreement under the Information and Consultation of Employees Regulations 2004. The agreement should be used where at least 2% of the employees have requested a negotiated agreement or the employer has given notice to the workforce that it intends to negotiate an agreement under the ICE Regulations. If neither of those scenarios exist, the Standard document, Information and consultation: Pre-existing agreement should be used.

    What to watch out for

  • The agreement should be used where at least 2% of the employees have requested a negotiated agreement or the employer has given notice to the workforce that it intends to negotiate an agreement under the ICE Regulations.
  • The agreement should satisfy the requirements for a negotiated agreement under regulation 16 of the Information and Consultation of Employees Regulations 2004 (SI 2004/3426) (ICE Regulations).
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    Loan Note Certificate To The Seller For Share Consideration

    This is a template for a loan note certificate that will be given to the holder of the loan in exchange for shares in another company. The loan is a floating rate loan that is guaranteed.

    What to watch out for

  • The document should include the name of the issuing company and the noteholder(s)
  • The document should specify the number of shares being acquired
  • The document should state the consideration amount for the shares
  • The document should note that the loan is floating rate and guaranteed
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    Environmental Policy

    A policy to outline the commitment of your organisation to the laws, regulations, and other policy mechanisms concerning environmental issues. This includes a mission statement, policy aims, and a breakdown of steps your organisation will take to achieve these aims.

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    Letter To Waiver Condition Precedent Rights Under A Loan Agreement

    A letter that waives conditions precedent under a facility agreement is also known as a loan agreement.

    What to watch out for

  • The conditions that are being waived
  • What the implications are of waiving those conditions
  • Who is authorized to waive the conditions
  • What the consequences are if the conditions are not met
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    Rule 32 Employment Tribunal Application For A Witness Order

    This document is an application for a witness order in the employment tribunal, filed in accordance with rule 32 of the Employment Tribunals Rules of Procedure 2013.

    What to watch out for

  • The purpose of the document
  • Who can apply for a witness order
  • What information is needed to make an application
  • The deadline for making an application
  • The consequences of failing to comply with a witness order
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    Standard TUPE Transfer Advice Letter To Employee Representatives

    This is a letter to employees' representatives explaining their role in a TUPE transfer. It outlines their duties and responsibilities under the Transfer of Undertakings (Protection of Employment) Regulations 2006.

    What to watch out for

  • The role and duties of employee representatives during a TUPE transfer
  • The responsibilities of employees and employers during a TUPE transfer
  • The rights of employees during a TUPE transfer
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    Standard Letter of Support for Indefinite Leave to Remain (Previous Employer)

    This document can be used as a template for a letter of support from a previous UK employer organization to UK Visas and Immigration for a sponsored migrant's application for indefinite leave to remain in the UK.

    What to watch out for

  • The letter should be on company letterhead
  • The letter should be addressed to UK Visas and Immigration
  • The letter should state the migrant's name, date of birth, and current job title
  • The letter should state the migrant's length of employment with the company
  • The letter should state the migrant's salary
  • The letter should state the migrant's leave entitlement
  • The letter should state the migrant's notice period
  • The letter should state the migrant's reasons for leaving the company
  • The letter should state the migrant's contact details at the company
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    Term Sheet For Loan Agreement By Lending Syndicate Financing A Private Company Acquisition (SONIA or BOEBR)

    A term sheet for a loan to finance the acquisition of a private company in England or Wales, with options for the interest rate to be based on either SONIA compounded in arrears or the Bank of England's Bank Rate.

    What to watch out for

  • The document is a term sheet for a syndicated acquisition finance facility, to be provided by a syndicate of lenders to a corporate borrower for the purpose of financing the acquisition of the entire issued share capital of a private limited company incorporated in England or Wales (target).
  • The term sheet also caters for a sterling revolving credit facility to be provided by those lenders to members of the principal borrower's group for general corporate and working capital purposes.
  • Optionality has been included for the interest rate to be linked to either SONIA compounded in arrears (using a lookback period without observation shift) or the Bank of England's Bank Rate.
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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.

    What to watch out for

  • The document should outline the various stages of employment tribunal proceedings.
  • It should identify the parties involved in the proceedings.
  • It should set out the timetable for the proceedings.
  • It should identify the issues to be considered at each stage of the proceedings.
  • It should identify the evidence to be presented at each stage of the proceedings.
  • It should identify the witnesses to be called at each stage of the proceedings.
  • It should identify the legal representatives for each party.
  • It should identify the venue for each stage of the proceedings.
  • It should identify the costs to be incurred at each stage of the proceedings.
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    Appointment Of A Receiver

    A legal document appointing a receiver to assets of a borrower, under a fixed charge, using powers granted by the relevant security documents. This document contains integrated drafting notes.

    What to watch out for

  • The form of the letter
  • The appointment of the receiver
  • The powers granted by the security documents
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    Employment Contract Questionnaire (Taylor Vinters)

    This Employment Contract Questionnaire can be used by a company to tailor standard form employment contracts to their business requirements for each employee. It contains the key terms that should normally be included in an employment contract, such as inclusion of company policies like employee handbook and privacy notices, payment terms, holiday policy, incapacity, termination, gardening leave, grievance and more.

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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.

    What to watch out for

  • That all the relevant members have signed the document
  • That separate documents have not been sent to members for signature
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    Exit Only Emi Share Option (Stand-Alone)

    This is a legal document that grants an employee an "exit only" stock option from their company.

    What to watch out for

  • The agreement should be in writing
  • The agreement should be signed by both parties
  • The agreement should state the number of shares to be granted
  • The agreement should state the exercise price of the shares
  • The agreement should state the expiration date of the option
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    Payment In Lieu Of Notice To Terminate With Immediate Effect (Clause For Employment Contact)

    A clause that allows an employer to make a payment in lieu of notice (PILON) to terminate an employment contract immediately, without breaching the contract. This could be adapted for insertion in a Standard Employment Contract for a junior employee.

    What to watch out for

  • A clause for insertion in an employment contract, giving the employer the discretion to make a payment in lieu of notice (PILON) and so terminate an employment contract with immediate effect, without breaching the contract.
  • It could be adapted for insertion in Standard document, Employment contract for a junior employee.
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    Put Option Agreement (Private Limited Company Shares)

    A put option agreement is a legal document that gives the holder the right, but not the obligation, to sell shares of a private limited company for a specific period of time and at a specific price.

    What to watch out for

  • Make sure that the agreement clearly states the number of shares that can be sold under the option, and at what price.
  • Make sure that the agreement clearly states the period during which the option can be exercised.
  • Make sure that the agreement clearly states how the price of the shares will be calculated, if it is not a fixed price.
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    Simple Completion Agenda For Share Purchases

    This is a completion agenda for a share purchase transaction where the buyer, seller, and target company are all registered in England and Wales, and the transaction will involve a simultaneous exchange and completion.

    What to watch out for

  • The buyer, seller and target company are registered in England and Wales
  • The transaction involves a simultaneous exchange and completion
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    Executive Summary For The Nomination Committee Of Premium Listed Compaines Tax Year 2019 And Beyond (Terms Of Reference)

    The terms of reference for a nomination committee of a premium listed company for financial years beginning on or after 1 January 2019 are as follows:

    What to watch out for

  • The terms of reference for the nomination committee should be clear and concise
  • The nomination committee should be composed of independent and non
  • executive directors
  • The nomination committee should have a clear mandate from the board
  • The nomination committee should have a clear understanding of the company's business and strategy
  • The nomination committee should have access to all relevant information
  • The nomination committee should have the authority to make decisions on behalf of the board
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    Loan Agreement (Anti-Corruption Provisions)

    An overview of what anti-corruption laws are and what anti-corruption provisions may be included in facility agreements.

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    Board Meeting Minutes To Approve The Redemption Of Shares Out Of Distributable Reserves

    The board of directors of a limited company approved a redemption of shares and payment out of distributable profits.

    What to watch out for

  • That the board has the authority to approve the redemption of shares
  • That the shares to be redeemed are fully paid up
  • That the redemption of shares is in accordance with the company's articles of association
  • That the payment out of distributable profits is in accordance with the company's articles of association
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    Initial Letter To Migrant For Intra-Company Graduate Trainee Visa

    This standard legal document can be used as a first letter from a lawyer to a migrant worker when instructed by an employer to help them apply for permission to enter the UK for work as an Intra-Company Graduate Trainee. This is one of a series of letters.

    What to watch out for

  • The document should include the name of the company the applicant will be working for, as well as the position they will be filling
  • The document should state how long the applicant will be working in the UK for
  • The document should list the qualifications or experience the applicant has that make them suited for the role they will be filling
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    PSC Or RLE Notice Of Relevant Change

    A voluntary notice from a registered PSC or RLE to a company that they are no longer a registrable person or entity in relation to that company.

    What to watch out for

  • The PSC register
  • Voluntary notice of relevant change
  • Transfer of shares
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    Biometric Appointment Letter To Migrant Worker Applying To Stay In The UK (Skilled Worker)

    This document is a standard letter that can be used by an employer's legal representative when applying for permission to stay in the UK as a Skilled Worker. This is one of a series of letters.

    What to watch out for

  • When instructed by an employer, this standard document can be used as a third letter from a legal representative to help apply for permission to stay in the UK as a Skilled Worker.
  • This is one in a series of letters.
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    Share Purchases Approval Board Meeting Minutes Of The Buyer For Intra-Group Reorganisations

    The board minutes of the buyer approve an intra-group share purchase agreement and other documents to be entered into in connection with an intra-group reorganisation. These minutes are prepared on the basis that completion is not subject to any conditions and that exchange and completion are simultaneous.

    What to watch out for

  • that completion is not subject to any conditions
  • that exchange and completion are simultaneous
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    Request Letter From Borrower To Lender For Consent To New Loan And Security With New Lender

    The borrower is requesting the lender's consent to take out a new loan and create security for that loan with a new lender. This is intended for use where the borrower's existing agreement with the lender prohibits additional borrowing and the creation of new security.

    What to watch out for

  • That the borrower is requesting the lender's consent to borrow from a new lender, and to create security in favour of that new lender, during the term of the loan from the original lender.
  • That the borrower's existing facility agreement prohibits additional borrowing and the creation of new security.
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    Post Approval Letter To Migrant Workers Applying To Stay In The UK (Tier 2 Skilled Worker)

    This document can be used as a template for a letter from a lawyer to a migrant worker in the UK who has been instructed by their employer to apply for a change in sponsorship. This is the last letter in a series of letters about changing employers in the UK.

    What to watch out for

  • The document should be titled "Skilled Worker extension application (05): post approval advice"
  • The document should be a standard letter from a legal representative to a migrant currently working in the UK for an employer under Tier 2 (General) or as a Skilled Worker
  • The letter should be instructive, informing the migrant of what they need to do in order to change their sponsor in the UK
  • The letter should be the final letter in a series of letters about changing employer in the UK
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    Whistleblowing Policy (Financial Services)

    This policy is designed for financial services firms subject to the rules on whistleblowing set by the Financial Conduct Authority (FCA) or the Prudential Regulation Authority (PRA). It provides guidance on the procedure for making protected disclosures, and the personnel to whom they should be made.

    What to watch out for

  • The rules in SYSC 18 of the FCA Handbook or the PRA rules in Chapter 2A (Whistleblowing) of the General Organisational Requirements Part of the PRA Rulebook for CRR firms, or the Whistleblowing Part of the PRA Rulebook for Solvency II firms.
  • The procedure for making protected disclosures, and the personnel to whom they should be made.
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    Standard Letter To Request Employee Information Before Tender From Current Service Provider (TUPE)

    The client of outsourced services requests employee liability information from the current service provider in advance of a tender, in accordance with regulation 11 of the Transfer of Undertakings (Protection of Employment) Regulations 2006 (SI 2006/246), for onward distribution to bidders on a re-tendering.

    What to watch out for

  • The client's requirements for employee liability information
  • The client's deadline for receiving this information
  • The client's preferred method of receiving this information
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    Standard Acceptance Condition For Takeover Bid Offer Document

    The acceptance condition in the offer document sent out as part of a takeover bid (drafted under the 12th edition of the Takeover Code) is an example of an acceptance condition.

    What to watch out for

  • The specimen form of acceptance condition contained in the offer document sent out as part of a takeover bid
  • The 12th edition of the Takeover Code
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