SRA Standards and Regulations

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SRA Indemnity Insurance Rules

Rule 9

Details of participating insurer

This rule is in addition to any obligations imposed on the authorised body under the Provision of Services Regulations 2009. If a claimant asserts a claim against an authorised body or any person insured under that authorised body's policy, and the claim relates to any matter within the scope of cover of the MTC, the authorised body, and any person who is at the relevant time a principal in...
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SRA Indemnity Insurance Rules

Rule 2

Obligation to effect insurance

An authorised body carrying on a practice during any indemnity period beginning on or after 25 November 2019 must take out and maintain qualifying insurance under these rules with a participating insurer. In respect of its obligation under rule 2.1, an authorised body must obtain a policy of qualifying insurance prior to the expiry of the policy period, that provides cover incepting on and...
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SRA Indemnity Insurance Rules

Rule 8

Use of information

Each authorised body must notify the SRA (or such person as the SRA may notify to the authorised body from time to time) and its participating insurer in writing as soon as reasonably practicable and in any event no later than five business days after the date on which: the authorised body enters an extended policy period; the authorised body has entered the cessation period; and where the...
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SRA Indemnity Insurance Rules

Rule

Special provisions for RELs

If: one or more of the principals of an insured firm are RELs who claim that professional indemnity insurance, or a professional indemnity fund, under their home professional rules provides the insured firm's practice with professional indemnity cover in all respects equivalent in its conditions and extent to that which would be provided under the MTC (Full Home State Cover); no more than 25%...
Found in

SRA Code of Conduct for Firms

6.3-6.5

Confidentiality and disclosure

You keep the affairs of current and former clients confidential unless disclosure is required or permitted by law or the client consents. Any individual who is acting for a client on a matter makes the client aware of all information material to the matter of which the individual has knowledge except when: the disclosure of the information is prohibited by legal restrictions imposed in the...
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SRA Code of Conduct for Solicitors, RELs, RFLs and RSLs

6.1-6.2

Conflict of interests

You do not act if there is an own interest conflict or a significant risk of such a conflict. You do not act in relation to a matter or particular aspect of it if you have a conflict of interest or a significant risk of such a conflict in relation to that matter or aspect of it, unless: the clients have a substantially common interest in relation to the matter or the aspect of it, as...
Found in

SRA Authorisation of Individuals Regulations

Regulation 4.2

Recognition of Professional Qualifications and Implementation of International Recognition Agreements (Amendment) Regulations 2023

If you are a Swiss lawyer, you will be eligible for admission as a solicitor under Part 2 of The Recognition of Professional Qualifications and Implementation of International Recognition Agreements (Amendment) Regulations 2023 (as amended) if: you satisfy the requirements of those regulations; and the SRA is satisfied as to your character and suitability to be a solicitor.
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SRA Authorisation of Individuals Regulations

Regulations 5.4 - 5.5

Retention

If you are a solicitor and you do not hold a practising certificate the SRA will write to you once a year at the last notified version of your postal or email address to ask you whether you wish your name to remain on the roll. If, following an enquiry under regulation 5.4, you wish your name to remain on the roll, you shall be required to pay a fee of £20.
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SRA Authorisation of Individuals Regulations

Regulation 7

Determination of applications

If the SRA considers it to be in the public interest to do so, it must: refuse your application for a practising certificate, or your application for registration or renewal of registration, in the register of European lawyers, the register of foreign lawyers, or the register of Swiss lawyers; or at any time, whether on grant of such an application or at the end of a period of suspension of a...
Found in

SRA Authorisation of Individuals Regulations

Regulations 9.1 - 9.4

Reserved legal activities

Subject to regulations 9.2, 9.3, 9.5 to 9.10 and 10.2(b), if you are a solicitor with a current practising certificate, or an REL, you are entitled to carry on all reserved legal activities except notarial activities. If you are an REL you may only exercise a right of audience before a court, conduct litigation or prepare court documents, in conjunction with a solicitor or barrister who is...