Separate Business Rule

This course covers a wide range of topics relating to separate business rules.

  • 6 ratings, 249 users enrolled

Course Overview

The introduction of the new Standards and Regulations, the introduction of freelance solicitors, and the ability for regulated solicitors to work in unregulated practices providing services to members of the public could completely transform the legal services market. There are however still requirements for those who own separate businesses, or provide introductions and referrals, to clarify who is providing services, and to whom:

We will cover:

The new rules relating to freelance solicitors and providing services in unregulated providers

The concept of a ‘separate business’ and the overlaps with unregulated providers

Referrals and introductions

Client care information to be provided

Case studies and examples of information to be provided

The introduction of the new forms of practice complicates this area significantly. This course is suitable for anyone who works with unregulated practices and would like to understand the new requirements.


What are the requirements?

  • Watch 20 minute recorded webinar, including reference notes, discussion questions and optional evaluation form to test your legal knowledge
  • This course provides 0.5 – 1 CPD point (depending on length of time spent considering the discussion questions and completing the evaluation form)

Learning Outcomes

  • On completion of this course you will:

    • Understand the main changes to Chapter 12 of the Handbook
    • Be familiar with what is not yet permitted / still being considered in the context of the Separate Business Rule
    • Know what safeguards to be aware of including confidentiality, conflict and informed consent



What is the target audience?

  • Practitioners


About Instructor - Katie Jackson

Katie Jackson is a consultant specialising in law firm compliance and regulation. A former Inspector for the Council for Licensed Conveyancers, Katie led and managed inspections of some of the largest conveyancing practices in the country. Prior to working for the CLC, Katie spent a number of years working in various inspection and policy roles for the Solicitors Regulation Authority, and Legal Services Commission.

Course Curriculum

Recorded Webinar

  • Webinar


  • Slides
    26 Page

Scenario Sample Answers

  • Sample Answers
    2 Page


  • Notes
    10 Page


  • Price
  • £ 80