File notes: when to take them and when to use them
The real value of file notes in defending professional indemnity claims.
file notes
Ready to defend yourself? The power of the file note
A lack of file notes is a significant handicap in presenting a successful defence on behalf of an insured. By JANICE PURVIS.
The risks of mixing legal and financial advice
Solicitors must be conscious of the difference between financial and legal advice and know when to advise a client of the need to obtain independent…