This form is to be read in conjunction with the application and
policy documentation.
Area of practice
Agency advocacy
Defined as all advocacy work, including attendance at a Court
or Tribunal for the purpose of such advocacy, done on behalf
of another insured practice.
Commercial/corporate work – excluding work related to
public companies
This covers all commercial and private company work
including mergers and acquisitions, corporate trusts and
taxation.
Commercial/corporate work for public companies
This covers all work relating to public limited companies
including mergers and acquisitions, corporate trusts and
taxation. If you have indicated a percentage in this area,
please provide full details on a separate sheet.
Conveyancing – Commercial
Acting on the acquisition, sale or financing of freehold or
leasehold property where the client is acting in the course of
a business.
Conveyancing – Residential
Acting on the acquisition, sale or financing of freehold or
leasehold property where the client is not acting in the course
of a business.
Employment - Contentious
Advising and acting on disputes between employer and
employee which arise from statute and/or contracts of
employment.
Employment - Non Contentious
General employment advice to employers, including corporate
support on transfer of businesses; employee benefits and
drafting of contracts of employment and staff handbooks.
Financial advice and services regulated by the Solicitors
Regulation Authority
This covers financial advice and services regulated by the
Solicitors Regulation Authority as a designated professional
body under the Financial Services and Markets Act 2000.
Financial advice and services where your firm has opted
into regulation by the Financial Services Authority
This covers financial advice and services directly regulated by
the Financial Services Authority under the Financial Services
and Markets Act 2000. If you have indicated a percentage in
this area, please provide full details on a separate sheet.
Landlord and Tenant
Dealing with the exercise of contractual rights under a lease
whether acting for a landlord or a tenant, including rights of
enfranchisement, Landlord & Tenant Act 1954 claims, rent
reviews, rights to manage, possession, and dilapidations.
Definitions
Lecturing and related activities and Expert Witness work
This includes work involving the preparation for, and the
presentation of, lectures, seminars, training and tuition
whether for the purposes of professional skills training,
continuing education or otherwise, and including the provision
of written material for publication.
Offices and appointments
As clerks to City Livery Companies, Dean and Chapters,
Drainage Boards, Local Councils, Charities or School Governing
Bodies; Diocesan Registrars, Archdeacon's Registrars or
Provincial Registrars of the Provinces of the Church of England
in respect of work covered by an Ecclesiastical Fees Order,
provided that any such offices and appointments are
undertaken in the course of private legal practice.
THIS DOES NOT INCLUDE APPOINTMENT AS AN OFFICER OR
DIRECTOR OF A COMPANY.
Parliamentary agency
Defined as all work done in the promotion of or opposition to
primary or subordinate legislation.
Property selling, valuation and property management
This covers property selling, valuations and property
management carried out by the practice but does not include
any separate business providing these services that is outside
the regulation of the Solicitors Regulation Authority.
Succession
Successor practice/prior practice
The definition of successor practice in the Minimum Terms and
Conditions is complicated. You may be a successor practice
even though you did not intend to take on the liabilities of
another practice when taking it over or merging with it and
even if you specifically agreed that those liabilities would
remain elsewhere. Whenever a practice ceases "being carried
on as a discrete business", there is potential for the successor
practice clause to take effect. You may become a successor
practice by holding out your practice "expressly or by
implication" as being the successor of or by incorporating the
other practice(s), by taking on a majority of the principals in
the other practice as principals in your firm, by taking on at
least one such principal as a principal when the majority have
not become principals in another practice, by taking a sole
practitioner or Recognised Body into your firm as a principal,
or by taking on a sole practitioner as an employee after 31
August 2000. If your firm has done any of these things, at any
time or is planning to do so, you may be a successor practice
and should provide full details.
11
