solicitor agreement request
I understand my ethical and compliance obligations as outlined in the 'solicitor arrangements policy'
I attest that the Solicitor Questionnaire has been completed and approved by the CCO.
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I attest that the Solicitor Questionnaire has been completed and approved by the CCO.
I will ensure the Solicitor Disclosure Statement is delivered to all solicited prospective clients prior to or at the time of entering into an advisory agreement, not afterwards.
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I will ensure the Solicitor Disclosure Statement is delivered to all solicited prospective clients prior to or at the time of entering into an advisory agreement, not afterwards.
I understand that after completing this form, a Solicitor Agreement will be drafted and sent to all parties
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I understand that after completing this form, a Solicitor Agreement will be drafted and sent to all parties
