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Joint Ventures

The SIFA/ DWF joint venture documentation kit

Joint ventures offer the advantage over arms’-length client referral arrangements that the participating solicitors can be remunerated by dividend (subject to the JV operating on a fee basis); and the solicitors are able to delegate responsibility for FCA compliance to the IFAs.

The SIFA/DWF kit, which took over 70 hours of partners’ time to compile, runs to over 130 pages of hard copy and is accompanied by a CD. It comprises:

1.   General overview

2.   Shareholders' and Members' Agreements

·            Shareholders' Agreement for a directly authorised JV

·            Shareholders' Agreement for an Appointed Representative JV

·            Shareholders' Agreement for a multiple JV

·            Members' Agreement for an Appointed Representative LLP JV

3.   Articles of Association

·            Articles of Association for a one-to-one JV

·            Articles of Association for a multiple JV

4.   Management Agreement

·            Management Agreement for an Appointed Representative JV

5.   Client referral documents

·            Client Referral Agreement for multiple JV

·            Disclosure statements

·            Referral instruction pro forma


Order Form

Please print off the order form and send it with your cheque for £1,500 (£750 for solicitors and SIFA member IFA firms) to:

SIFA Limited, 10 East Street, Epsom. KT17 1HH

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