Advice Decision-Making Assistant (ADMA)


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Doing business with a client

The following are resources that may be helpful in answering your enquiry. Please familiarize yourself with them before moving on.

In brief: Navigating entering into business with your client can be tricky so it is important to think carefully beforehand. For further detail, please refer to the Code rules and resources below, and feel welcome to contact a Practice Advisor to discuss a specific scenario.

Key Resources

Code - Independent legal advice: BC Code rules 3.4-27 and 3.4-28.

Code - Investment by client when lawyer has an interest: BC Code rules 3.4-29 and 3.4-30.

Code - Borrowing from clients: BC Code rule 3.4-31.

Code - Certificate of independent legal advice: BC Code rules 3.4-32 and 3.4-33.

Code - Lawyers in loan or mortgage transactions: BC Code rule 3.4-34.

Code - Guarantees by a lawyer: BC Code rules 3.4-35 and 3.4-36.

Code - Testamentary instruments and gifts: BC Code rules 3.4-37 to 3.4-39.

Code - Judicial interim release: BC Code rules 3.4-40 and 3.4-41.

Additional Reading

Practice Resource - Model independent legal advice checklist.

Practice Resource - Model independent legal advice checklist, annotated with risk management tips from the Lawyers Indemnity Fund.

More guidance on independent legal advice can be found in LIF’s article, Giving Independent Legal Advice? Stop. Read This First.

Next Steps

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