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Saturday, 22 November, 2008
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Client Care documentation

Documentation to assist lawyers comply with the Rules of Conduct and Client Care for Lawyers is provided in three documents, available for download using the links below. Lawyers should feel free to adapt these examples of client care documentation as they wish, within the constraints of the LCA and the rules.

Letter of Engagement PDF Word

Information for Clients PDF Word

Standard Terms of Engagement PDF Word

Indemnity options and minimum requirements This information is important for lawyers as they develop their client care documentation.

Rules of Conduct and Client Care

Three sets of rules have been made under the LCA. These are:

Rules of Conduct and Client Care (also available on the government's legislation website)

Lawyers and Conveyancers Act (Lawyers: Conduct and Client Care) Rules 2008.

These rules, made under ss94 and 95 of the LCA, will replace the Rules of Professional Conduct for Barristers and Solicitors (7th edition), as published in 2006. They will provide for, among other things, standards of conduct and client care, the requirement that lawyers provide clients in advance with information on the principal aspects of client service, the kinds of conduct for which a lawyer or former lawyer may be disciplined, and conditional fee agreements. All lawyers should make themselves familiar with these rules.

Indemnity Rules

Lawyers and Conveyancers Act (Lawyers: Indemnity) Rules 2008.

These new rules, made under ss94 and 99 of the LCA, will establish that it is not compulsory for lawyers to hold professional indemnity insurance. However, R 4(2) will require lawyers who are partners or directors of a practice to consider holding appropriate PI insurance. Under R 5(1) the NZLS must, within two years of the commencement of the rules, consider and determine whether to require lawyers or incorporated firms to hold PI insurance.

Nominee Companies

Lawyers and Conveyancers Act (Lawyers: Nominee Company) Rules 2008.

These rules, made under s96 of the LCA, will relate to the formation and operation of lawyers’ nominee companies. They will be broadly similar to, and replace, the Solicitors Nominee Company Rules 1996.

last modified 29 July 2008

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