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Please note: The Clever Law service is restricted to the provision legally drafted letters and documents that are available on our web site and platform. Any customers looking to use any of our personal or financial related documents must be aware that Clever Law does not provide advice, recommendations or opinion.

AST Deposit Scheme

This is an agreement that can be used when a landlord lets the property to a tenant for a term. The agreement refers to relevant legislation that give rights and responsibilities to the tenants and the landlord. It outlines the payment schedule and the amount of rent. The agreements also makes provisions for any deposit that the tenant has paid and how this would be handled under TDS.
When
to use
Use to create an agreement between a landlord and tenant under deposit scheme.

AST Guarantor

The is an template agreement that can be used when a landlord lets the property to a tenant for a term. It also includes a guarantor who would be responsible for payment rent if the tenant fails to honour the contractual payments. The agreement refers to relevant legislation that give rights and responsibilities to the tenants and the landlord. It outlines the payment schedule and the amount of rent. The agreements also makes provisions for any deposit that the tenant has paid and how this would be handled under TDS.
When
to use
Use to create an agreement between a landlord and tenant when a guarantor is involved.

AST No Guarantor

This is an agreement that can be used when a landlord lets the property to a tenant for a term. The agreement refers to relevant legislation that give rights and responsibilities to the tenants and the landlord. It outlines the payment schedule and the amount of rent.
When
to use
Use to create an agreement between a landlord and tenant when a guarantor is not involved.

Accept Payment Proposal from a Debtor

This document is used to acknowledge and formally accept an offer of payment by a debtor. This includes payment for outstanding invoices by instalments. This structured letter outlines the terms of payments that you are accepting. You can include your bank details, invoice details and if any interest and charges that are frozen. You also inform the debtor that if the agreed payment schedule is not met, the outstanding invoice(s) become payable immediately.
When
to use
Use to accept an offer of payment of outstanding invoices by instalments.

Accident Report Log

This document creates a list of accidents and incidents over a period of time in an organisations. It creates a log of the date of the incident and the details of the employee who had the accident. It also outlines the information of the first aider and action that was taken following the incident. Over time, this creates a comprehensive log of all accidents that happened at workplace.
When
to use
Use to create a comprehensive log of all accidents at workplace.

Accident Report Record Form

This document is used to record any work-related accidents or incidents. This form allows to record any known facts about an incident. This includes the details of the person involved in the incident and the details of the person who reported it. It further includes the details of the incident and how it was managed. This document can be used in all kinds of accidents and incidents that happen at work.
When
to use
Use when you want to create a detailed record of an accident or incident that happened at your work place.

Advance Decision Living Will

This document enables you to provide detailed instructions for times when you lack mental and/or physical capacity to make important decisions yourself. The document covers a wide range of situations in which you might not want to be kept alive by artificial means and limit treatment to necessary minimum of alleviating pain and inconvenience. It is essential that you consult the content of your Will with close family and/or GP.
When
to use
Use when you want to specify your wishes regarding medical treatment

Affidavit of Will Execution

This document enables you to give a sworn statement of truth regarding a due execution of a will. The statement must be made voluntarily, without undue influence and shall always be signed before someone who has the authority to receive oaths under legislation, be that a Solicitor or a Commissioner. This is usually essential in civil proceedings (marriage/civil partnership, divorce/dissolution) or in the course of court proceedings.
When
to use
Use when you want make a sworn statement regarding a due execution of a will.

Agreement to Share Office Space

This document is used when you want to share a portion of your office with another company. This agreement outlines the terms and conditions of the relationship. It mentions the rights and the responsibilities of the tenant. Further, it outlines the payment schedule and ways to terminate the contract.
When
to use
Use to outline your relationship with a company when sharing your office space.

Articles of Association - Private Company Limited by Shares

This document is usually used to draw a company’s constitution. It defines the responsibilities of directors and outlines the nature of business that the company would undertake. It also defines the measures that shareholders can take to exert control over directors.
When
to use
Use to your company’s constitution and guiding principles.

Ask Mortgage Provider to Write-off Debt

This document enables you to formally request your mortgage provider to write-off any debt outstanding on your account when your financial situation does not allow you to repay the debt and there is no prospect of improvement. The structure and wording of the template maximizes the chances of your request succeeding.
When
to use
Use when you cannot repay a mortgage shortfall debt

Assignment of IT Licenses

The ‘Assignment of IT Licenses’ document can be used to set out the terms and conditions of assignment of IT licenses from one party to another. Under this agreement a seller agrees to transfer the ownership and entitlement of IT licenses to a buyer for a price specified in the agreement. It also outlines the rights and responsibilities of the buyer and the seller during and after the execution of the contract.
When
to use
Use the ‘Assignment of IT Licenses’’ template to transfer the ownership of IT licenses to a buyer.

Basic Employment Contract

This document is used to create an employment contract with a new staff member. This contract is generally used for staff members who would be employed on an employee basis. Providing an employment contract is a legal necessity. This template provides you with a step by step guide to create a contract that specifies the rights and obligations of the employees and the employer. Finally, it also outlines important aspects of employment such as pay, benefits, holiday, sickness and termination.
When
to use
Use when you employ a new staff member within your organisation.

Basic Employment Contract with Restrictive Covenants

This document is used to create an employment contract with detailed restrictive covenants such as non-solicitation and non-competition. These types of contracts cover a variety of clauses that govern the relationship between the employee and the employer. It is usually used for junior roles where the employer wants to add enhanced restrictions. The restrictions are included within the main contract and limit the ability of an employee to potentially compete with your business.
When
to use
Use when you want to add certain restrictions within an employment contract.

Board Minutes - Change Company Name

This is a document that can be used to draft minutes of meetings where a board decides to change the name of the company. This is a simple yet structured format which outlines the new name of the company and the relevant article number of the articles of association of the company.
When
to use
Use to draft minutes of a board meeting where a resolution is adopted to change the name of a company.

Business Plan Template

This document can be used when setting up a new business. This structured document is a formal statement of business goals, reasons they are attainable and plans that you have to achieve them. It covers a number of aspects of an organisation including organisation structure, business practices, marketing plans, finances and operations.
When
to use
Use to outline the background information and goals when setting up a new business.

Cancel Order of goods and request a full refund

This document enables you to formally cancel goods you have ordered and request a full refund. The document quotes the relevant legislation and regulation to prevent any potential obstacles the company might otherwise try to impose. Last but not least, the template stipulates a period of 14 working days for the company to respond, to avoid any undue delay.
When
to use
Use when you want to cancel an order of goods that you have made.

Cancel Service and Request a Full Refund

The ‘Cancel Service and Request a Full Refund’ document enables you to formally cancel a service ordered with a company and request a full refund. The document will quote the relevant legislation and regulation to prevent any potential obstacles the company might otherwise try to impose. Last but not least, the document will stipulate a period of 14 working days for the company to respond, to avoid any undue delay
When
to use
Use to request a full refund when you want to cancel an order of service that you have made.

Car Parking License

The Car Parking License is used to create an agreement to use designated car park space. It outlines the terms of use of the parking space. The document also explains the payment schedule and the times that the parking space is used. Finally, it also explains the ways to terminate the agreement.
When
to use
Use to create an agreement for use of a designated parking space.

Cease and Desist Letter

The Cease and Desist Letter is to stop someone from using your intellectual property without your permission. This document offers a step-by-step process to create a structured letter allowing you to stop someone from infringing on your intellectual property. It starts which the details of the work in question and the author of the work. It then outlines your reasons why you believe it is an infringement. It then provides the author with action(s) they must take to remedy this. Finally, it informs that they if the required action is not taken within the specified amount of time you would initiate legal proceedings without further notice.
When
to use
Use when you want to stop someone from using your intellectual property without your permission.

Change Address

This document provides you with a quick and easy way to notify everyone of your change of address. This is essential to prevent delivery issues and even more importantly, instances of fraud – by notifying banks, credit card issuers and any other relevant institutions.
When
to use
Use when your address changes

Change Name by Deed

This document enables you to officially change your name. When you decide to change your name, it is important to follow a proper legal procedure. This document will serve as written evidence to any organization of your decision and wish to be called by your new name. In order for such declaration to be valid, you will need to get the document sworn by a solicitor.
When
to use
Use when you want to legally change your name generally used after the dissolution of civil partnership/marriage or just a wish to change your name.

Civil Settlement Agreement - Post Issue of Proceedings

The Civil Settlement Agreement - Post Issue of Proceedings is for cases where formal proceedings have been issued and the debtor agrees to a Civil Settlement. This document outlines the nature of the dispute and obligations of both parties. It outlines that the plaintiff will not proceed with further legal action if the defendant agrees to pay any outstanding amount. The document also shows the amount outstanding and the payment plan which has been agreed as a part of the Civil Agreement.
When
to use
Use when a debtor agrees to pay any outstanding invoice(s) following issue of formal proceedings.

Claim Compensation for a Mis-Sold Packaged Bank Account

This document enables you to log a formal complaint for a mis-sold Packaged Bank Account and request a refund of payments made. The letter provides you with clear structure to argue your case. It reminds the company of their obligations under the Treating Customers Fairly Outcomes and other relevant regulation. It has been drafted to request a prompt and satisfactory resolution within 8 weeks.
When
to use
Use when you were sold a Packaged Bank Account that was not an appropriate product for you

Claim Compensation for a Mis-Sold Packaged Bank Account (Financial Difficulty)

This document is to log a formal complaint for a mis-sold Packaged Bank Account. You can request a refund of payments made when you have been in financial difficulty for some time. The letter provides you with clear structure to argue your case. It reminds the company of their obligations under the Treating Customers Fairly Outcomes and other relevant regulation. It has been drafted to request a prompt and satisfactory resolution within 8 weeks.
When
to use
Use when you were sold a Packaged Bank Account that was not an appropriate product for you

Claim Debt Owed (Personal Loan)

This document enables you to formally request a debt owed to you from an individual. The document is drafted in accordance with the Practice Direction on Pre-Action Conduct and Protocols. It allows you to clearly specify the particulars of the debt, set out the obligations of the debtor and threaten civil proceedings in a County Court. The document thus significantly increases your chances of successful outcome.
When
to use
Use when you have personal lent an individual sum of money and have a signed agreement in place as proof.

Cohabitation Agreement

This document is used to create an agreement between two parties living together. It outlines the rights and responsibilities of the parties entering into the agreement. The agreement outlines that the income and assets of each party will be treated separately and would not be subject to division. It also outlines that each party is responsible for their own liabilities including debts. It also explains the ways to terminate the agreement.
When
to use
Use to create an agreement between two parties before they start cohabitation.

Commercial Lease

A Commercial Lease is for when one business rents a property from another. This document is a systematic process to create a bespoke agreement. The outcome of this process is a structured agreement, which covers areas including monthly rent, insurance premium and VAT. It also outlines the term of the lease and ways to terminate the agreement.
When
to use
Use to create an agreement when renting a commercial property to/from a business.

Complain to Landlord – State of Premises

This document enables you to log a formal complaint to your landlord regarding the state of the property, be that a room, flat or a house that you are renting. For the sake of any future disputes, it is essential to communicate your concerns to your landlord in an unequivocal, written form and this document provides you exactly with that
When
to use
Use when you want to complain to your landlord about the state of the premises

Complain to Local Council about their Bailiffs

This document enables you to log a formal complaint with your local council regarding the action of their appointed bailiffs. The document provides you with an opportunity to remind your local council that you will not tolerate any harassing behaviour towards yourself in a time of severe financial distress.
When
to use
Use when you were mistreated/harassed by the Council Bailiffs

Complain to Your Credit Card Provider in Relation to the Purchase of a Faulty or Defective Product

This document enables you to log a formal complaint with a credit card issuer about a Faulty or defective product that you purchased with your credit card. The document reminds the credit card issuer, that by virtue of the relevant legislation, they are jointly and severally liable for the defective product. It explains that they are under obligation to either provide you with a new one or issue a full refund.
When
to use
Use when the product you purchased with a credit card turns out to be Faulty or defective

Complain to a Company that Sold Faulty Goods

This document enables you to log a formal complaint with the company that you bought defective or faulty goods from. The document reminds the company that they are under an obligation to either provide you with a new one or issue a full refund.
When
to use
Use when the product you purchased Faulty Goods or they are defective in any way

Complain to a Tradesman about Unsatisfactory Work

This document enables you to formally log a complaint with a tradesman who failed to perform a task you paid for to your satisfaction. This letter can be used for any tradesman you have used to complete your necessary works. The structure of the document makes it easy to clearly lay out the particulars of your claim. The document quotes the relevant regulation and issues the tradesman with a period of 14 working days to resolve the issue.
When
to use
Use when a tradesman you hired failed to complete the works paid for to a satisfactory standard

Complaint - Bailiff Overcharging

This document enables you to log a formal complaint with a bailiff when you believe that you were overcharged. The document is structured to clearly set out the details of your complaint. It ensures that the bailiff is reminded of the relevant legislation. Furthermore, the document puts the bailiff under an obligation to respond to your complaint within 14 days. It warns them of your willingness to contact the Local Government Ombudsman.
When
to use
Use when you believe you were overcharged by a bailiff.

Complaint Letter about Receiving Unsolicited Goods

This document enables you to log a formal complaint with a company against Unsolicited Goods that you received. The document expressly states that you have not ordered the goods from the company. It orders the company that the goods be collected at their expense within a stipulated period. To back up your request, the letter quotes relevant legislation.
When
to use
Use when you receive goods you did not order.

Complaint about Bailiff for General Mistreatment

This document enables you to log a formal complaint with a bailiff company regarding the action of their employees. The document emphasises your extreme upset with their employee’s treatment of yourself. It enables you (with the aid of guidance provided) to set out the details of your complaint. The document makes the Bailiff Company aware you won’t hesitate to contact your Local Government Ombudsman, should they fail to resolve the complaint to your satisfaction.
When
to use
Use when you believe you were mistreated/harassed by the bailiff company’s employees.

Complaint about a Flight Delay – Request Compensation

This document enables you to log a formal complaint with an airline regarding a delay of 3 hours or more and request compensation. The document sets out the gist of the relevant EU legislation and case law, along with the statutory compensation applicable. Furthermore, the airline is instructed to deposit the sum to your account or by cheque.
When
to use
Use when you want compensation for a flight that was delayed for 3 hours or more

Complaint to a Credit Reference Agency

This complaint to a credit reference agency enables you to log a complaint with a credit reference agency regarding a credit search appearing on your credit file. The document informs the agency that you have not authorized any credit search to be carried out and requests a prompt and thorough investigation of the matter with proper action taken.
When
to use
Use this complaint when a credit search has been carried out on your credit file without your permission

Complaint to a Payday Lender

This document enables you to log a formal complaint with a payday lender. Lending companies are under strict regulations that are in place to ensure that they cannot take an unfair advantage of people in difficult financial positions and requires lenders to implement a range of internal policies and procedures to safeguard the fair treatment of their customers. This document effectively informs the lender that you are well aware of the specific provisions of those regulations and urges the lender to resolve the complaint to your satisfaction.
When
to use
Use when you want to complaint to a payday lender about a mis-sold loan you couldn’t afford

Complaint – Creditor Harassment

This document enables you to log a formal complaint with your creditor when you believe that their treatment is harassing. The document quotes parts of the relevant regulation, including the Consumer Credit Sourcebook and Treating Customers Fairly. Furthermore, the document urges the creditor to drastically change their approach. It also warn them of your intention to contact the Financial Ombudsman and Financial Conduct Authority, should they fail to address the issues raised.
When
to use
Use when you believe your creditor is harassing you

Confidentiality Agreement

This document is used to create an agreement between two parties when they want to keep information passed between them confidential. This is a structured agreement which goes into the details of what constitutes confidential information and how it will be treated by both parties. It then explains the rights and the obligations of both parties and how they should protect the confidential information. Finally, it outlines the general steps that must be taken by both parties to keep the information confidential.
When
to use
Use when you want to share information, that you deem confidential, with another party.

Consent Order

The Consent Order is an agreement that sets out the terms under which all action against a debtor would be stayed. It also sets out the amount that the defendant must pay a claimant. Finally, it outlines the fact that either party have the permission to apply to the court to enforce the agreed terms.
When
to use
Use to agree to stay all further proceedings and set out the terms of the stay.

Consent Order with Settlement Agreement

The Consent Order with Settlement Agreement is used to set out the terms under which all action is stopped following a settlement agreement. It also sets out the amount that the defendant must pay a claimant. It allows you to add the settlement agreement as an annexure. Finally, it outlines the fact that either party have the permission to apply to the court to enforce the agreed terms.
When
to use
Use to agree to stay all further proceedings after a Settlement Agreement is reached.

Consultancy Agreement

This document is used to create an agreement between your company and a consultant. It outlines the specific details of the work that you want the consultant to do. It clearly outlines that the consultant is an independent contractor. The agreement also outlines the fees for the consultancy and the frequency with it will be paid. In addition to that, it outlines the clauses that allow for the termination of the contract by both parties.
When
to use
Use when you want to appoint an independent contractor to do a specific work for your company on a short term basis.

Contractual Debt Claim Defence

This document is used to set out your response in defence of a claim against you. It starts by providing particulars of claim made by the claimant. It gives you the opportunity either to formally accept or deny the claim. You can also set out your reasons for your response in a professional and structured manner. Finally, you can also provide reasons for missed payments and the relevant recourse you are willing to offer.
When
to use
Use to outline your defence against a contractual debt claim.

Covenant Breach Notice

This document is a bespoke letter that can be used to issue a notice to a Tenant when they are in Breach of a covenant of the tenancy agreement. It allows you to take first step to forfeiting the lease if the breach is not rectified. This letter outlines that if the breach is not rectified the property owner can claim damages for the breach of covenants.
When
to use
Use to notify a tenant of breach of covenants in the lease agreement.

Debt Compromise Agreement

The Debt Compromise Agreement is for when a debtor agrees to make a full and final settlement towards outstanding invoice(s). It is used when the creditor agreed to accept a reduced payment for outstanding debt. It outlines a schedule of payment if there is one. Finally, it emphasizes the fact that if the debtor fails to make the agreed payment the creditor without further recourse can issue civil proceedings for full recovery of all outstanding monies owed.
When
to use
Use when you, as a creditor, accept a reduced payment from a debtor as a full and final settlement.

Debt Promissory Note

This is an agreement where a debtor promises to make payments towards outstanding invoice(s) based on an agreed schedule. It outlines the outstanding debt, interest rate, late payment charges and a schedule of payment. Finally, it emphasizes the fact that if the debtor fails to make the agreed payment they would be responsible for all legal costs associated with the enforcement of the agreement by the creditor.
When
to use
Use when a debtor promises to pay their outstanding debt. Find out more.

Declaration of Trust Beneficial Interest

This document is a bespoke form of trust deed. It is used when the legal owners (trustees) are the registered owners however, others may have contributed toward the purchase of the property. This document allows for a step-by-step process to create a structured agreement between the trustees and beneficiaries.
When
to use
Use to create an agreement between a trustee and beneficiaries to hold the net proceeds of sale of a property.

Deed of Release

The Deed of Release can be issued once a mortgage or other debt that is secured against assets has been paid in full. Use this document to outline the rights and responsibilities of the company and the lender when a debt has been paid in full.
When
to use
Use when a debt secured against assets have been paid in full.

Director Resignation Letter

This is a document that a Director can use to resign from his office. This document produces a structured and professional letter which can be used to resign from a company.
When
to use
Use to resign as a Director of a company.

Disassociation Notice in Relation to an Association Entry

This document enables you to inform a credit reference agency that your credit report with them contains an incorrect entry about your Financial Associates. User-friendly guidance will help you provide the credit reference agency with the correct information and amend your credit report in a time-efficient manner. You will need to enclose proof that the association entered is incorrect
When
to use
Use when your credit report states untrue/inaccurate information regarding your financial associates

Dismissal Appeal

This document is used to formally notify your employer that you wish to appeal their decision to dismiss you. The document structure and user friendly guidance enables you to deliver a detailed, yet to-the-point description of the of the your appeal. You will need to provide any evidence/witness statements you may have to back up your appeal
When
to use
Use when you want to formally appeal against your employer dismissing you

Dispute Credit Searches – Complaint to a Lender

The Dispute Credit Searches enables you to raise an issue with a lender regarding a credit search they have made on your credit file without your express permission. The document's structure and guidance makes the whole process as simple as possible, instructing the creditor to remedy the situation as a matter of urgency and notify all credit reference agencies.
When
to use
Use to complain to a lender when a credit search has been carried out on your credit file without your permission

Dispute Electoral Role entry on credit file

This document enables you to log a complaint with regards to your credit file showing you are not on the electoral role when you in fact are (and have evidence). The document also instructs the credit reference agency to promptly investigate the issue and resolve it to your satisfaction in due time.
When
to use
Use when your credit report states that you are not on the electoral role at your current address and you have evidence that you are.

Dispute Missed Payments on Credit File

This dispute enables you to log a complaint with regards to a missed payment entry on your credit file when you have not in fact missed any payments (and have evidence to back up your claim). The document also instructs the credit reference agency to promptly investigate the issue and resolve it to your satisfaction in due time.
When
to use
Use when your credit report states untrue/inaccurate information regarding missed payments

Dispute of an Outstanding Debt

This document enables you to log a formal complaint with a creditor. If you believe you do not owe the debt are not aware of its existence or have previously settled the debt you should use this template. It has been drafted to ensure that your creditor is reminded of the relevant regulation and requests them to put all collection activity on hold. It also informs them to investigate the matter further. If you have previously settled the debt please provide evidence along with this letter.
When
to use
Use when you are asked to pay a debt that you do not owe, are not aware of its existence or have previously settled the debt

Distribution Agreement

This document is used to create an agreement between supplier and distributor of goods. It outlines the rights and obligations of the distributor and the supplier. Furthermore, it explains the necessary targets that the distributor must meet and the fact that these targets must be met within the specified territory. In addition to that, the agreement also outlines the prices and payments and the frequency of the payment. Finally, it outlines the clauses under which either party could terminate the agreement.
When
to use
Use when you want to create and agreement between a supplier and distributor of a product.

Domain Transfer Agreement

This document can be used to set out the terms and conditions when a domain name of a website is bought or sold by you or your company. This agreement outlines the nature of the transfer and the price payable. This structured document outlines the rights and obligations of the buyer and the seller.
When
to use
Use to buy or sell a website domain name.

Drug and Alcohol Policy

This document is used to create a companywide policy that complies with the requirement imposed by law. This policy sets out the restriction on the use of controlled and prescription drugs and alcohol at work. This policy explains the restrictions in place and how they are enforced. It also explains the rights and obligations of employers and employee as a part of this document. Finally it explains how the employees would be treated consistently and fairly in line with this policy
When
to use
Use to create a companywide policy on the prohibition of use of drugs and alcohol at workplace.

Energy Bill – Reduced Repayment still Unaffordable

This document enables you to formally notify your energy supplier that despite the previous reduction of your payments, due to the severity of your financial difficulties, you find yourself unable to make the reduced payment. The document quotes the relevant regulation again and offers a further reduced payment to the energy supplier.
When
to use
Use when you find yourself unable to make the reduced payment already agreed to the energy supplier

Energy Bills Unaffordable – Offer reduced repayment

This document enables you to formally notify your energy supplier that you are struggling to keep up with your utility bills due to being in financial difficulty. The document reminds the energy supplier of the relevant Ofgem regulation and offers a reduced payment based on your particular circumstances and affordability.
When
to use
Use when you find yourself unable to make a full payments for your utility bill

Energy Supplier Complaint with Request for Compensation

This document can be easily adjusted to suit any kind of complaint you may wish to log with your energy supplier. The document structure along with helpful guidance, make it very simple to set out the particulars of your claim. The supplier is reminded of its obligation to resolve your complaint within a stipulated time frame. Furthermore, the document places the supplier under obligation to respond and formally acknowledge your complaint in a written form within 10 working days.
When
to use
Use when you wish to complain about the action of your energy supplier and have incurred losses due to the experience

Equal Opportunities Policy

This document is used to create a companywide policy that highlights your company’s commitment to equal opportunities, non-discriminatory procedures and practices. This policy covers all forms of discrimination including age, gender, race, religion, sexual orientation, disability or pay rate. Finally it outlines the principles that will ensure that all decision making before and during an employment is non-discriminatory.
When
to use
Use to create a companywide policy to highlight your company’s commitment to equal opportunities.

Final Payment Reminder

This is used when a debtor does not make a payment after receiving an initial and second payment reminder of outstanding invoice(s). It emphasizes the fact that a contractual payment is due immediately. It also informs the debtor of your intention to take necessary steps to issue court proceedings, if you do not receive a payment within a stipulated amount of time. It outlines their obligation to make a payment and bring their account back to normal in line with the contract between you and the debtor. It also gives an opportunity to a debtor to contact you if they are struggling financially. It also informs the debtor of your intention to take necessary steps to issue court proceedings if you do not receive a payment within a stipulated amount of time.
When
to use
When a debtor does not make a payment after receiving an initial and second payment reminder of outstanding invoice(s).

Final Reminder for Missing Payment

The Final Reminder for missing payment is under Debt Compromise Agreement is a template letter used when a debtor fails to make a payment after reaching a Debt Compromise Agreement with a creditor. It outlines the outstanding debt, the date of agreement, and any interest and charges. Finally, it emphasizes the fact that if the debtor fails to make the agreed payment the creditor without further recourse can issue civil proceedings for full recovery of all outstanding monies.
When
to use
Use when a debtor promises to pay their outstanding debt to formalise the commitment.

Final Rent Demand

This is a document letter that can be used by a property owner to demand any overdue rent. You can use this document when all previous attempts to recover rent have been unsuccessful. It refers to relevant legislation, which give you the right to issue a notice and gain possession of the property in question. It also outlines the fact that you would be issuing court proceedings if necessary.
When
to use
Use to issue a Notice to a tenant when they fail to make payment after successive attempts.

Financial Ombudsman Compliant Regarding a Dispute With a Creditor

This document enables you to file a formal complaint with the Financial Ombudsman. The document is based on a dispute you are having with your creditor and has the necessary form to complete along with the letter. Generally used when you feel you have not been treated fairly and/or the creditor tries to take advantage of your difficult financial situation, the Financial Ombudsman is the body to turn to. The document provides a clear structure and guidance to help you set out the particulars of your claim and requests an acknowledgment receipt for yourself.
When
to use
Use when you feel you have been mistreated by your creditor

Fire Drill and Evacuation Log

This document creates a list of all the fire drills conducted at workplace. This standard document can be branded with company logo and used every time a fire drill is conducted. The template has section to record date and time of the start and end of the drill. It also has a section to report whether the drill was a practice drill or an actual drill. Finally, it features a section to identify any areas of improvement and future action plan.
When
to use
Use to create a log of all fire drills conducted by the business.

Fire Safety Policy

This document helps you create a customized policy that employees must follow in the event of a fire. This outlines a number of steps that the employee must follow to keep themselves and people around them safe. It clearly outlines the process of reporting fire. Finally it explains the steps that the organisation has put place in the event of a fire.
When
to use
Use to communicate to employees what they need to do in the event of a fire.

Flexible Working Request

This document enables you to formally request flexible work hours from your employer. The document’s structure and user-friendly guidance significantly helps to argue your case by pointing out the positive effect the change will have on your work performance and thus the entire business. The document also ensures that all regulatory requirements are duly observed.
When
to use
Use when you want to change your work patterns

General Power of Attorney

This document enables you to confer authority on someone to deal with your legal affairs in a situation when you find yourself out of the country or are incapacitated in any other way to deal with the issue in person. The document gives the power to that person to sign legal documents and accept official correspondence on your behalf.
When
to use
Use when you want to appoint someone to handle your legal affairs

Grievance Letter - Bullying

This document enables you to formally complain to your employer about being bullied in your work place. The document structure and user friendly guidance enables you to deliver a detailed, yet to-the-point description of the issue, stresses out the necessity to address the matter urgently and outlines the specific steps you want your employer to take to remedy the situation.
When
to use
Use when you feel you are being bullied in your work place.

Grievance Letter - Sexual Harassment

This Grievance Letter focuses on the issue of Sexual Harassment. It enables you to formally complain to your employer about sexual harassment at your work place. The document's structure and user friendly guidance enables you to deliver a detailed, yet to-the-point description of the issue, stresses out the necessity to address the matter urgently and outlines the specific steps you want your employer to take to remedy the situation.
When
to use
Use when you are experiencing sexual harassment in your work place.

Grievance Letter - Unfair Treatment

This document enables you to formally complain to your employer when you feel you are being treated unfairly at your work place. Regardless the nature of the unfair treatment, the document structure and user friendly guidance enables you to deliver a detailed, yet to-the-point description of the issue, stresses out the necessity to address the matter urgently and outlines the specific steps you want your employer to take to remedy the situation.
When
to use
Use when you are experiencing unfair treatment in your work place.

Grievance Letter – Discrimination

This document enables you to formally complain to your employer about being discriminated at your work place. The document structure and user friendly guidance enables you to deliver a detailed, yet to-the-point description of the issue, stresses out the necessity to address the matter urgently and outlines the specific steps you want your employer to take to remedy the situation.
When
to use
Use when you feel you are being discriminated in your work place.

Grievance Letter – Working Conditions

This document enables you to formally complain to your employer when you believe that the working conditions you are asked are in breach of relevant regulation or do not reflect what your Employer promised under your job agreement. The document structure and user friendly guidance enables you to deliver a detailed, yet to-the-point description of the issue, stresses out the necessity to address the matter urgently and outline the specific steps you want your employer to take to remedy the situation.
When
to use
Use when you have to work in poor working conditions that are in breach of regulation.

Heads of Terms

This document is to create an agreed set of principles which precede the intended written contract that the parties intend to sign. This is generally used during the process of negotiation of contracts and is not an exhaustive list. It is not a legally binding contract. Furthermore it has provisions to include legally binding obligations such as non-disclosure. The legally binding clauses are clearly outlined.
When
to use
Use when you are negotiating a contract with another party and would like to agree on the terms of negotiation.

Heads of Terms for Grant of Lease

The Heads of Terms for Grant of Lease is a document which precedes the signing of a negotiated contract. This is a structured document which is not legally binding on either parties. It outlines the broad terms that were agreed as a part of negotiations. They set out the basis of the broad terms.
When
to use
Use to outline the set of agreed principles before signing an agreement.

Holiday Lettings Agreement

This is an agreement to let a property for holiday use only. Use the step-by-step process that convers various aspects of holiday lettings. The finished agreement would include the letting period, the details of the property and the rent. It also includes the rights and responsibilities of the tenant and the landlord under relevant legislations.
When
to use
Use when letting a property for short-term holiday use only.

Home Office Rental Agreement

This is an agreement to let a section of your property for use by a company. Use the step-by-step process that convers various aspects of home office rental agreement. The finished agreement would include the rental period, the details of the property and the license fee. It also outlines the ways to end the agreement.
When
to use
Use to let a part of your property to a company for business use in return for a license fee.

House Rules for Lodgers

This document is for an informal agreement between you and a lodger. These are some basic rules that the lodger is expected to follow during the course of the stay. It outlines the responsibilities of the lodger during their stay.
When
to use
Use to set basic rules for lodgers before they move into your property.

Inform Council Tax of New Occupier

This document enables you to notify your local council that you have recently moved into a property. The document informs them that you are the new occupier and requests a pro rata bill be issued to you form the date you moved in to the property. The document has been drafted to advise of your previous address do you can be removed from council tax liabilities at your old residence. By sending this letter you are informing the council of your liability for council tax at that premises.
When
to use
Use when you have recently moved house

Inform Mortgage Provider of Your Financial Difficulty and Offer Token Payment

This document enables you to formally notify your mortgage provider that you find yourself in a financial situation that does not allow you to pay your monthly mortgage payments in full. The structure of the document, along with a helpful guidance, makes it as easy as possible to explain the reasons for your current difficulty. The document also refers the mortgage provider to your personal Income and Expenditure Sheet and offers a temporary reduce payment. Last but not least, the document requests that your mortgage provider takes all future communication with yourself to your e-mail account, to prevent unsolicited calls and/or personal visits.
When
to use
Use when you want to reduce your mortgage payments due to financial distress

Inform a Creditor You Will Miss a Payment

This document enables you to notify your creditor that you will miss a payment or acknowledge an already missed payment. The document is designed to assist you in explaining the reasons for a missed payment and state the expected duration of the shortfall. Last but not least, the document reminds the creditor of the relevant regulation to treat you, as a customer struck by financial difficulty, with forbearance and due consideration.”
When
to use
Use when you cannot afford to make a payment or have already missed a payment

Informal Meeting Outcome

The document is used to formally confirm the issues discussed along with any improvement(s) required following an informal discussion. The document advises the employee that should the improvements not be met within the timescales provided they may lead to formal disciplinary proceedings.
When
to use
Use to confirm the outcome of the informal discussion with an employee and the improvements they are required to achieve.

Informing a Bailiff that You Are in a Vulnerable Position

The document enables you to inform a bailiff that you find yourself in a position of vulnerability and request that all collection activity be put on hold and the creditor to retrieve the debt and accept a reduced payment from you. The document contains guidance to help you structure your argument in the most efficient manner and ensure that bailiffs are kept at bay.
When
to use
Use when you are contacted by a bailiff and are in a particular vulnerable position but want to set up an affordable repayment plan directly with your creditor.

Initial Payment Reminder

This is a letter that can be used to inform a debtor of outstanding invoice(s). This structured letter reminds the debtor of the outstanding amount and their obligations under your contract with them. It also gives debtors seven days to settle any outstanding invoice(s). Using this letter, you can give the opportunity to the debtor to bring their account back to normal as soon as possible.
When
to use
Use to inform a debtor of an outstanding invoice and the amount due under your contract with them.

Intellectual Property Assignment

This document is to to create a contract between two or more parties for the purchase and sale of intellectual property rights. It outlines the rights and obligations of each party in relation to intellectual property that may be created during the time they work together. It also outlines the general responsibilities of all parties in the agreement.
When
to use
Use when you what to assign the intellectual property you own to a third party.

Internal Accident Investigation Report

This document is to record the outcome of an investigation following an accident at workplace. This is a structured report and acts as a document that can us used to deal with all forms of accidents at work place. It clearly records and reports the nature of the accident and the work that was being carried out when the accident happened. Finally, it reports the steps that were taken following the accident.
When
to use
Use to create a report following an investigation in a work place accident.

Inventory Checklist (Rental Agreement)

This document provides a details account of the entire inventory in the property before a tenant moves in. The tenant and landlord would sign this agreement after conducting an inspection together. Finally, at the end of the agreement the inspection can be conducted again.
When
to use
Use to outline the list of goods in the property before a tenant moves in.

Invite Witness to Grievance Investigatory Meeting

This meeting document is used to invite an employee to attend an investigatory meeting following a grievance raised by another employee. It advises the employee that you have been made aware they may have information to assist with your investigation. Finally it advises the employee that the investigation is strictly private and confidential and must not be discussed with anyone other than the investigator.
When
to use
Use when you want to invite an employee into an investigatory meeting for a grievance raised by another employee and you have been advised they may hold information that will assist your investigation.

Invite a Witness to a Second Investigatory Meeting

This document is used to notify an employee that you wish for them to attend a further investigatory meeting as a witness. The letter advises the individual that you wish to continue your investigation against another employee. The document also advises the employee that the investigation must be kept private and confidential.
When
to use
Use when you wish to re-invite a witness to a further investigatory meeting to continue or follow-up on the first investigatory meeting.

Invite to Final Disciplinary Letter for Misconduct

This document is to notify an employee of your decision to invite them to a further formal disciplinary meeting based on persistent misconduct. The document is to be used following the second disciplinary hearing whereby a final written warning was issued and no improvement has been made by the employee. The structure allows you to set out the reasons behind the disciplinary and provide a date, time and location for the hearing to take place. The document also contains the relevant clauses to advise the employee of the potential outcome resulting in dismissal and the right to be accompanied by a work colleague or trade union representative.
When
to use
Use when you want to take the next step within the formal disciplinary process with an employee for persistent misconduct.

Invite to Final Disciplinary Letter for Misconduct - Potential Outcome Demotion

This document is to notify an employee of your decision to invite them to a further formal disciplinary meeting based on persistent misconduct. The document is to be used following the second disciplinary hearing whereby a final written warning was issued and no improvement has been made by the employee. The structure allows you to set out the reasons behind the disciplinary and provide a date, time and location for the hearing to take place. The document also contains the relevant clauses to advise the employee of the potential outcome resulting in potentially being demoted and the right to be accompanied by a work colleague or trade union representative.
When
to use
Use when you want to take the next step within the formal disciplinary process with an employee for persistent misconduct.

Invite to Final Disciplinary Letter for Poor Attendance and Punctuality

This document is used to notify an employee of your decision to invite them to a further formal disciplinary meeting based on persistent poor attendance and punctuality. The document is to be used following the second disciplinary hearing whereby a final written warning was issued and no improvement has been made by the employee. The structure allows you to set out the reasons behind the disciplinary and provide a date, time and location for the hearing to take place. The template also contains the relevant clauses to advise the employee of the potential outcome resulting in dismissal and the right to be accompanied by a work colleague or trade union representative.
When
to use
Use when you want to take the next step within the formal disciplinary process with an employee for persistent poor attendance.

Invite to Final Disciplinary Letter for Poor Performance - Potential Outcome Demotion

This document is used to notify an employee of your decision to invite them to a further formal disciplinary meeting based on persistent misconduct. The document is to be used following the second disciplinary hearing whereby a final written warning was issued and no improvement has been made by the employee. The structure allows you to set out the reasons behind the disciplinary and provide a date, time and location for the hearing to take place. The document also contains the relevant clauses to advise the employee of the potential outcome resulting in potentially being demoted and the right to be accompanied by a work colleague or trade union representative.
When
to use
Use when you want to take the next step within the formal disciplinary process with an employee for persistent poor performance.

Invite to Final Disciplinary letter for Poor Performance

This document is used to notify an employee of your decision to invite them to a further formal disciplinary meeting based on persistent poor performance. The document is to be used following the second disciplinary hearing whereby a final written warning was issued and no improvement has been made by the employee. The structure allows you to set out the reasons behind the disciplinary and provide a date, time and location for the hearing to take place. The document also contains the relevant clauses to advise the employee of the potential outcome resulting in dismissal and the right to be accompanied by a work colleague or trade union representative.
When
to use
Use when you want to take the next step within the formal disciplinary process with an employee for persistent poor performance.

Invite to First Disciplinary - Letter for Misconduct

This document is to notify an employee of your decision to invite them to a formal disciplinary meeting based on misconduct. The document is to be used after an informal discussion has taken place and no improvement has been made by the employee. The structure allows you to set out the reasons behind the disciplinary and provide a date, time and location for the hearing to take place. The document also contains the relevant clauses to advise the employee of the potential outcome being a written warning and the right to be accompanied by a work colleague or trade union representative.
When
to use
Use when you want to start the formal disciplinary process with an employee for an alleged misconduct.

Invite to First Disciplinary - Letter for Poor Performance

This document is to notify an employee of your decision to invite them to a formal disciplinary meeting based on their poor performance. The document is to be used after an informal discussion has taken place and no improvement has been made by the employee. The structure allows you to set out the reasons behind the disciplinary and provide a date, time and location for the hearing to take place. The document also contains the relevant clauses to advise the employee of the potential outcome being a written warning and the right to be accompanied by a work colleague or trade union representative.
When
to use
Use when you want to start the formal disciplinary process with an underperforming employee.
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