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Joint Representation Engagement Letter
"Need a Joint Representation Engagement Letter for representing three siblings in a Hong Kong family business succession matter, with special attention to potential future conflicts and information sharing between family members, to be effective from March 1, 2025."
1. Date and Address Block: Formal letter heading with current date and addresses of all joint clients
2. Subject Line: Clear identification of the matter and type of engagement
3. Introduction: Identification of the law firm and confirmation of joint representation arrangement
4. Identification of Clients: Clear listing of all clients being jointly represented
5. Scope of Services: Detailed description of legal services to be provided and any limitations
6. Conflict of Interest Disclosure: Explanation of potential conflicts and how they will be handled
7. Confidentiality and Information Sharing: Terms regarding sharing of information between joint clients and confidentiality obligations
8. Fee Structure: Details of fees, billing arrangements, and cost sharing between clients
9. Communication Protocol: Procedures for communications between the firm and joint clients
10. Document Retention: Policies regarding retention and handling of client documents
11. Termination Provisions: Conditions and procedures for terminating the joint representation
12. Acknowledgment and Execution: Signature blocks for all clients and the firm
1. Foreign Law Disclaimer: Required when matter involves multiple jurisdictions
2. Specific Conflict Waivers: Needed when specific potential conflicts are identified at the outset
3. Third Party Payment Arrangements: Required when fees will be paid by a party other than the clients
4. Special Fee Arrangements: Used for complex fee structures or success-based fees
5. Electronic Communication Consent: Optional section for specific consent to electronic communications
6. Data Privacy Provisions: Enhanced privacy provisions when handling sensitive personal data
7. Dispute Resolution: Specific provisions for handling disputes between joint clients
1. Schedule 1 - Team Members: List of key team members and their roles
2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, rates, and payment terms
3. Schedule 3 - Specific Conflicts: Detailed disclosure of identified potential conflicts
4. Appendix A - Terms and Conditions: Standard terms and conditions of engagement
5. Appendix B - Client Due Diligence Requirements: AML and KYC documentation requirements
6. Appendix C - Privacy Policy: Detailed privacy policy and data handling procedures
Authors
Legal Services
Financial Services
Banking
Insurance
Real Estate
Corporate
Investment Management
Private Equity
Family Business
Professional Services
Construction
Manufacturing
Technology
Healthcare
Legal
Compliance
Risk Management
Finance
Operations
Corporate Secretariat
Executive Management
Board of Directors
Business Development
Corporate Affairs
General Counsel
Legal Director
Company Secretary
Chief Legal Officer
Managing Partner
Senior Partner
Compliance Officer
Risk Manager
Chief Executive Officer
Chief Financial Officer
Board Director
Managing Director
Finance Director
Operations Director
Business Development Director
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