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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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    Letter Of Advice To Director Or Founder Of University Spin Out Company

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

    What to watch out for

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

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

    What to watch out for

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

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

    What to watch out for

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

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

    What to watch out for

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

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

    What to watch out for

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

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

    What to watch out for

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

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

    What to watch out for

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

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

    What to watch out for

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

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

    What to watch out for

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

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

    What to watch out for

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

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

    What to watch out for

  • When instructed by an employer to assist with their application to enter the UK as a Skilled Worker, this standard document can form the basis of a third letter from a legal representative to a migrant.
  • This is part of a series of letters.
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    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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    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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    Listed Company AGM Script (Show Of Hands Voting)

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

    What to watch out for

  • This script is not suitable for virtual or hybrid meetings as voting at these meeting formats would be conducted by way of a poll.
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    Long-Form Equal Opportunities Policy (Equality Act 2010)

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

    What to watch out for

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

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

    What to watch out for

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

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

    What to watch out for

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

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

    What to watch out for

  • The requirement to draw up an insider list before 3 July 2016
  • The need to adapt the template insider list to comply with DTR 2.8
  • What should be included on the insider list
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    Standard Supporting Letter From Host Organisation (Business Visitor)

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

    What to watch out for

  • The letter should be on company letterhead
  • The letter should state the nature of the business visitor's trip
  • The letter should state the dates of the trip
  • The letter should state who will be responsible for the business visitor while they are in the UK
  • The letter should state that the business visitor will have sufficient funds to support themselves during their stay
  • The letter should state that the business visitor will have medical insurance for their stay
  • The letter should state that the business visitor will comply with the conditions of their visa
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    Data Protection And Privacy for Employees (Compliance Guidelines)

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

    What to watch out for

  • Don't collect or use personal information without a valid business purpose
  • Don't disclose personal information to unauthorized individuals or third parties
  • Don't use personal information for unauthorized purposes
  • Don't keep personal information longer than necessary
  • Don't fail to protect personal information from unauthorized access, use, or disclosure
  • Don't fail to destroy or dispose of personal information properly when no longer needed
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    Contract Extension Letter (Public Procurement Regime)

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

    What to watch out for

  • The contracting authority should ensure that the letter complies with the requirements of the public procurement regime
  • The letter should be in writing and should be signed by both parties
  • The letter should specify the new end date of the contract and any other relevant details
  • The letter should be dated and should include the original contract reference number
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    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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    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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    Receiving Agent Agreement Summary (Rights Issues)

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

    What to watch out for

  • The company's obligations
  • The receiving agent's obligations
  • The compensation arrangements
  • The indemnification provisions
  • The confidentiality provisions
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    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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    Instruction Letter To A Broker For Rights Issues (Summary)

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

    What to watch out for

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

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

    What to watch out for

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

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

    What to watch out for

  • The listed body that the contract is with may be abolished or modified by ministers under the Public Bodies Act 2011, so the contract may be void or changed.
  • The contract should state what will happen if the listed body is abolished or modified.
  • The contract should be made with the listed body, not with a minister.
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    Simple Social Media Policy For Employees (UK)

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

    What to watch out for

  • Inappropriate use of social media by employees
  • Setting out the appropriate use of social media
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    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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    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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    Bribery Act 2010 Memo To Board Of Directors

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

    What to watch out for

  • The Bribery Act 2010 is a UK law that prohibits bribery and corruption.
  • The Act applies to all organisations with a presence in the UK, regardless of size or sector.
  • Organisations can be liable for the acts of their employees, agents and contractors.
  • The maximum penalty for an offence under the Act is an unlimited fine.
  • The Act came into force on 1 July 2011.
  • Organisations should have in place adequate procedures to prevent and detect bribery and corruption.
  • Organisations should provide training to employees on the Act and related policies.
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    Consent To Assignment Request (With Subcontracting Option)

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

    What to watch out for

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

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

    What to watch out for

  • That the shareholder is willing to provide the liquidators with an indemnity
  • That the indemnity is usually to facilitate prompt distributions
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    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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    Invitation Sent To Supplier To Submit A Tender (Successful At pgg Stage)

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

    What to watch out for

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

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

    What to watch out for

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

    A project initiation document (PID) is a legal document that is usually developed by the customer at the beginning of an outsourcing project. It is used to define the project and set up the necessary project-management controls.

    What to watch out for

  • The customer's objectives for the project
  • The project's deliverables
  • The project's timeline
  • The project's budget
  • The project's risks and assumptions
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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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    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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    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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    Letter And Debrief To Unsuccessful Supplier (Notify Result of Procurement)

    The following is a template for the letter that is to be sent to an unsuccessful supplier notifying them of a decision to award a public contract, and providing debrief information. The letter complies with the requirements of the Public Contracts Regulations 2006 (SI 2006/5) (as amended).

    What to watch out for

  • The letter should comply with the requirements of the Public Contracts Regulations 2006 (SI 2006/5) (as amended)
  • The letter should notify the unsuccessful supplier of the decision to award the public contract
  • The letter should provide debrief information
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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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    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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    Standard Exclusive Distribution Agreement (UK)

    This is a standard document appointing an exclusive or sole distributor in the UK for a particular territory or customer group. It satisfies the requirements of the EU vertical agreements block exemption (Regulation 330/2010/EU). The supplier's share of the market on which it supplies the relevant goods does not exceed 30%. The distributor's share of the market on which it buys those goods does not exceed 30%. The distributor does not compete with the supplier at the level of the production or manufacture of the products covered by the distribution agreement.

    What to watch out for

  • that the supplier's share of the market on which it supplies the relevant goods does not exceed 30%
  • that the distributor's share of the market on which it buys those goods does not exceed 30%
  • that the distributor does not compete with the supplier at the level of the production or manufacture of the products covered by the distribution agreement.
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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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    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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    Mergers and Acquisitions List Of Documents (Bids Or Defences)

    A list of documents that may be used in connection with a takeover bid or its defence, including but not limited to: -The target company's articles of incorporation-The target company's bylaws-The target company's most recent annual report-The target company's most recent quarterly report-The target company's most recent proxy statement-The target company's most recent 10-K-The target company's most recent 10-Q-The target company's most recent 8-K-Any other filings made by the target company with the SEC

    What to watch out for

  • A list of documents that may be used in connection with a takeover bid or its defence.
  • The documents that may be used in connection with a takeover bid or its defence.
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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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    No Basis For Public Procurement Complaint (Confirmation Letter Of Review)

    A letter informing a tenderer that has complained about a public procurement process that a review has revealed no complaint with any substance and that, therefore, the authority will proceed to enter into the contract as intended.

    What to watch out for

  • The letter should confirm that a review of the public procurement process has been carried out.
  • The letter should state that there is no foundation to the complaint.
  • The letter should inform the tenderer that the authority will proceed to enter into the contract as intended.
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    Tendering (Invitation)

    A document inviting contractors to submit a bid to carry out a particular project.

    What to watch out for

  • The document should be clear and concise
  • It should identify the products or services required
  • It should set out the criteria against which tenders will be assessed
  • It should give details of the timetable for the tender process
  • It should explain how to submit a tender
  • It should give contact details for further information
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    Certificate of Title - Extra Enquiries (from Seller)

    The CLLS Certificate of Title 7th Edition (2012) requires supplemental enquiries of the seller's solicitors.

    What to watch out for

  • The date of the document
  • The edition of the document
  • The name of the document
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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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    Procedure For Handling Complaints (Binding Corporate Rule Gdpr)

    This document sets out a complaints handling procedure to be used in connection with UK binding corporate rules.

    What to watch out for

  • That the procedure is compliant with GDPR requirements
  • That the procedure is followed by all employees
  • That the procedure is effective in handling complaints
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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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    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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    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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    List Of Documents Needed For Rights Issues

    A rights issue is a list of documents that indicates who has primary responsibility for producing each document and a provisional timetable for production.

    What to watch out for

  • A list of documents necessary in a rights issue
  • This list is usually prepared at the outset of the rights issue by the sponsor
  • The list will also indicate who has primary responsibility for producing each document
  • A provisional timetable for production
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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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    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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    Employment Provisions For Long-Term Outsourcing Agreement

    This is an outsourcing agreement for employment provisions relating to employees, to be used when the services are being outsourced for the first time on a long-term basis.

    What to watch out for

  • Provisions relating to employees for inclusion in an outsourcing agreement where the services are being outsourced for the first time on a long
  • term basis.
  • The agreement should protect the interests of both the employer and the employees.
  • It should clearly define the roles and responsibilities of each party.
  • It should set out the terms and conditions of employment, including job descriptions, working hours, salary and benefits.
  • It should provide for a smooth transition of employees from the old to the new employer.
  • It should address any potential issues that may arise during the course of the outsourcing agreement, such as termination of the agreement or changes to the scope of services.
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    Simple Workplace Anti-Harassment And Bullying Policy

    This is a short policy for dealing with workplace bullying or harassment, which complies with the Equality Act 2010 and other relevant legislation. For a more comprehensive policy, see the Standard document, Anti-harassment and bullying policy (long form).

    What to watch out for

  • The requirements of the Equality Act 2010
  • Other relevant legislation
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    Draft Claim For Trespass of Commercial Property

    This document provides an example of particulars of claim for possession, to be used as a starting point when drafting a claim to prevent trespass. Note that it must be adapted to the specific facts and circumstances of the claim.

    What to watch out for

  • The document must be adapted to the specific facts and circumstances of the claim
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    Section 479A Members Consent To Audit Exemption (Qualifying Subsidiary Company)

    The members of the subsidiary company agree to the audit exemption for the relevant financial year in accordance with sections 479A to 479C of the Companies Act 2006.

    What to watch out for

  • That all members of the company agree to the audit exemption for the relevant financial year in accordance with sections 479A to 479C of the Companies Act 2006.
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    Contract For Employing A Salaried Partner (Employment Contract)

    This is a contract between a salaried partner and the full equity partners of a general partnership, in which the salaried partner is treated as an employee. This contract is separate from the main partnership agreement between the equity partners.

    What to watch out for

  • The contract should be clear about the duties and responsibilities of the salaried partner.
  • The contract should specify how the salaried partner will be compensated.
  • The contract should specify the term of the agreement and any conditions for renewal.
  • The contract should address what will happen if the partnership is dissolved.
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    Claimaint's Schedule Of Loss (Unfair Dismissal)

    A schedule of loss for unfair dismissal proceedings, to be used by the claimant.

    What to watch out for

  • The schedule of loss should be accurate and up to date
  • It should be clear what losses are being claimed
  • It should be clear how the losses were caused by the dismissal
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    Section 84 Qualifying Floating Charge Holders Notice To Put Company Into Members Voluntary Liquidation (mvl)

    This document is a notice from a company to a holder of a qualifying floating charge, proposing to resolve the company's placement into members' voluntary liquidation, in accordance with section 84(2A) of the Insolvency Act 1986.

    What to watch out for

  • The company's proposed resolution to place itself into members' voluntary liquidation, in accordance with section 84(2A) of the Insolvency Act 1986.
  • The company's notice to the holder of a qualifying floating charge of the proposed resolution.
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    Consortia Bidding Agreement (Joint Bidding For Tender)

    This is a joint bidding agreement for a project, under which the parties agree to work together and submit a tender. If the tender is successful, the performance of the contract will be divided between them, with one party acting as main contractor and the other as a sub-contractor.

    What to watch out for

  • That the agreement complies with the requirements of the Public Contracts Regulations 2015 (PCR 2015), if the parties are bidding for a public contract
  • That the agreement sets out the roles and responsibilities of the parties
  • That the agreement sets out how the parties will work together to submit a tender
  • That the agreement sets out how the contract will be divided between the parties if the tender is successful
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    Standard Short Form Marketing Agency Agreement (For Sale Of Goods)

    This is a short form marketing agency agreement that is designed for appointing a non-exclusive marketing agent who is authorized to promote the sale of goods by the principal, but not to conclude sales. This standard document is suitable whether or not the Commercial Agents (Council Directive) Regulations 1993 (SI 1993/3053) apply.

    What to watch out for

  • that the agreement is non
  • exclusive;
  • that the agent is authorised to promote the sale of goods, but not to conclude sales;
  • that the Commercial Agents (Council Directive) Regulations 1993 (SI 1993/3053) may or may not apply.
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