Our list of Legal Document Templates currently includes:

Articles of Association for a Private Company – limited by shares with several shareholders

Specimen short-form articles of association for a private company limited by shares based on the model articles for private companies limited by shares contained in Schedule 1 to the Companies (Model Articles) Regulations 2008 (SI 2008/3229).

Assignment of Copyright – Pro-Assignee

An agreement for the assignment of copyright, drafted from the assignee’s perspective.

Assignment of Copyright – Pro-Assignor

An agreement for the assignment of copyright, drafted from the assignor’s perspective.

Assignment of Industrial Designs – Pro-Assignee

An agreement for the assignment of rights in design, drafted in favour of the assignee.

Assignment of Industrial Designs – Pro-Assignor

An agreement for the assignment of rights in design, drafted in favour of the assignor.

Assignment of Intellectual Property Rights – Pro-Assignee

This document is for the transfer of intellectual property rights i.e. rights in confidential information, copyright, database, designs (whether registered or unregistered), domain names, trademarks (whether registered or unregistered) or trade mark applications.

Assignment of Intellectual Property Rights – Pro-Assignor

This document is for the transfer of intellectual property rights i.e. rights in confidential information, copyright, database, designs (whether registered or unregistered), domain names, trademarks (whether registered or unregistered) or trade mark applications.

Assignment of Trademarks – Pro-Assignee

An agreement for the assignment of trade marks, drafted from the assignee’s perspective.

Assignment of Trademarks – Pro-Assignor

An agreement for the assignment of trade marks, drafted from the assignor’s perspective.

Collaboration Agreement

A standard document for a collaboration agreement (or contractual joint venture or unincorporated joint venture, collaborative agreement or co-operation agreement) for two parties who wish to work together on a commercial project on a collaborative or co-operative basis.

Conditions for the Purchase of IT Equipment – Pro-Customer

These are standard terms and conditions which you can use for the purchase of IT equipment from other businesses.

Conditions for the Purchase of IT Services – Pro-Customer

These are standard terms and conditions which you can use for the purchase of IT services from other businesses.

Conditions for the Supply of IT Equipment – Pro-Supplier

These are standard terms and conditions which you can use for the sale of IT equipment to other businesses.

Conditions for the Supply of IT Services – Pro-Supplier

These are standard terms and conditions which you can use for the sale of IT services to other businesses.

Confidentiality Agreement – One Way – Pro-Discloser

A one-way confidentiality agreement for general commercial purposes, drafted from the discloser’s perspective.Confidentiality agreements are also known as non-disclosure agreements or NDAs.

Confidentiality Agreement – One Way – Pro-Recipient

A one-way confidentiality agreement for general commercial purposes, drafted from the recipient’s perspective.

Confidentiality Letter – General – Short Form

A confidentiality letter agreement for use between two parties prior to commencing negotiations.The confidentiality undertaking applies to one party only.

Confidentiality Letter – Pre-Contract Advice to a Contractor

A confidentiality letter from a professional contractor, for use prior to and during the tender process on a construction or engineering project.Although written from the professional consultant to the contractor, it is usually generated by the contractor.

Confidentiality Letter Agreement – Know-How

A confidentiality letter agreement for use by a prospective licensor of know-how prior to commencing negotiations with a prospective licensee.

Confidentiality Letter Agreement – Patents

A confidentiality letter agreement for use by a prospective licensor of patent rights prior to commencing negotiations with a prospective licensee.

Consultancy Agreement – Short Form

A short-form contract for services between an independent contractor (a self-employed individual) and a client company for the provision of consultancy services.

Cookie Policy – Long Form

A long-form cookie policy providing internet users with the necessary information about an online provider’s use of cookies as required by the Privacy and Electronic Communications (EC Directive) (Amendment) Regulations 2001 (SI 2011/1208).Awaiting further guidance from the ICO on cookies to reflect the GDPR and PECR.

Cookie Policy – Short Form

A short-form notice to inform users that a website operator or other online provider uses cookies as required by the Privacy and Electronic Communications (EC Directive) (Amendment) Regulations 2001 (SI 2011/1208).Awaiting further guidance from the ICO on cookies to reflect the GDPR and PECR.

Director’s Service Agreement

An employment contract (or service agreement) suitable for a director of a private company, a company listed on the Official List and traded on the main market of the London Stock Exchange plc or a company whose securities are admitted to AIM.

Heads of Terms for Commercial Transactions

Heads of terms for use in a commercial transaction to set out the key terms of a proposed deal.It contains clauses which are not intended to be legally binding, such as those relating to the commercial terms of the deal, and clauses which are legally binding, such as confidentiality, non-solicitation, exclusivity or lock-out and governing law and jurisdiction.

Introduction Agency Agreement – Services

An introduction agency agreement (sometimes referred to as a referral agreement, commission agreement, or finder’s fee agreement) for use between a UK services supplier and another UK company that introduces potential clients to the supplier in return for a commission.

IT and Communications Systems Policy – Long Form

A long-form policy dealing with the use and monitoring of IT and electronic communications systems and equipment.

IT and Communications Systems Policy – Short Form

A short-form policy suitable for a small or medium-sized business, dealing with the use and monitoring of electronic communications systems and equipment.

Letter of Appointment for a Non-Executive Director

A letter of appointment for a non-executive director of a listed company.

Letter of Resignation – Director

A letter of resignation by a director of a company, including an acknowledgement that the resigning officer has no claims outstanding against the company and a waiver of any claims that may exist.

Letter of Resignation – Secretary

A standard form letter of resignation by a company secretary, including an acknowledgement that the resigning officer has no claims outstanding against the company and a waiver of any claims that may exist.

Memorandum to Board of Directors on the Bribery Act 2010

A memorandum to the board of directors on the Bribery Act 2010, explaining why action is required and what actions should be taken.

Mutual Confidentiality Agreement

An agreement where both you and the customer can exchange confidential information without disclosure of such information to any other business (unless in strictly controlled circumstances).

Non-Confidential Disclosure Agreement

Letter agreement under which a company agrees to receive, on a non-confidential basis, ideas which are being submitted by a third party.

Non-Disclosure Agreement with Consultant

A confidentiality agreement for use where a consultant is being hired to do a simple, one-off IT-related job which involves disclosure of confidential information.

Online Consumer Goods, Services & Digital Content Terms and Conditions

Terms and conditions for the supply of goods, services and digital content to consumers.These terms are for contracts concluded online (as opposed to on-premises or doorstep contracts).

Online Terms and Conditions for the Supply of Goods (B2B)

Terms and conditions for the online sale of goods, intended for business-to-business contracts.

Online Terms and Conditions for the Supply of Services (B2B)

Terms and conditions for the online supply of services, intended for business-to-business contracts.

Partnership Agreement – Short Form

A short form partnership agreement for use in the context of a professional or training partnership.

Patent & Know-How Licence Agreement

This document allows the owner of patent rights to license a third party to manufacture and sell patented products.

Selective Distribution Agreement

A distribution agreement intended to form part of the structure of a selective distribution system within the European Union.

Shareholders’ Agreement – between Individuals

A shareholders’ agreement between more than two parties, designed for use in relation to a private company limited by shares, where each shareholder is an individual and not a corporate body.

Software Development Agreement – Pro-Supplier

These are standard terms and conditions which you can use for the development of software being supplied to other businesses.

Software Licence Agreement – Pro-Customer

These are standard terms and conditions which you can use for the licence of software to other businesses.

Software Maintenance Agreement – Pro-Customer

These are standard terms and conditions which you can use for the maintenance of software being licensed to other businesses.

Supply of Goods Agreement – Pro-Customer

These are standard terms and conditions which you can use for the purchase of goods from other businesses.

Supply of Goods Agreement – Pro-Suppliert

These are standard terms and conditions which you can use for the sale of goods to customers.

Supply of Services Agreement – Pro-Customer

These are standard terms and conditions for the purchase of services from other businesses.

Supply of Services Agreement – Pro-Supplier

These are standard terms and conditions for the supply of services to other businesses.

Terms and Conditions for Supply of Goods – Pro-Supplier

Terms and conditions for the supply of goods for use in contracts with consumers.

Terms and Conditions for Supply of Goods & Services – Pro-Supplier

Terms and conditions for the supply of services for use in contracts with consumers.

Trademark Licence Agreement

An agreement which grants a licensee the right to sell products covered by that registered trademark.

Website Acceptable Use Policy

A policy for use on a website, stating the terms on which visitors are permitted to use the features of the site.

Website Design & Development Agreement – Pro-Customerr

An agreement for the provision of website design and related services in a business-to-business context, drafted from the perspective of the recipient of such services.

Website Hosting Agreement – Pro-Customer

An agreement for the provision of website hosting and related services, drafted from the perspective of the recipient of such services.

Website Hosting Agreement – Pro-Supplier

An agreement for the provision of website hosting and related services, drafted from the perspective of the supplier of such services.

Website Privacy Policy

A standard customer-facing website privacy notice that complies with the EU General Data Protection Regulation ((EU) 2016/679) (GDPR).An online business may use this notice to notify the website visitors about how it collects uses and stores personal data (excluding special categories of personal data and data relating to criminal convictions and offences) through use of its website and to provide goods and services.

Website Terms and Conditions of Use

Terms regarding access to and use of a website under English law.

This list is not exhaustive and is being continually extended, according to the business needs of our subscribers.

Our list of HR Packs currently includes:

Atypical Working Pack

  • Annualised Hours Clause
  • Apprenticeship Agreement
  • Car Allowance Clause
  • Car Clause
  • Casual Employee Clauses
  • Fixed Term Employee Clauses
  • Flexible Working Policy – Long Form
  • Flexible Working Policy – Short Form
  • Flexible Working Request – 1 – Application Letter
  • Flexible Working Request – 2 – Employer’s Acknowledgement of Application and Invitation to Meeting
  • Flexible Working Request – 3 – Notice of Withdrawal of Application
  • Flexible Working Request – 4 – Acceptance Letter and Variation of Contract
  • Flexible Working Request – 5 – Rejection Letter
  • Flexible Working Request – 6 – Appeal Letter
  • Flexible Working Request – 7 – Acceptance of Appeal
  • Flexible Working Request – 8 – Rejection of Appeal
  • Flexible Working Request – 9 – Request for an Extension of Time
  • Garden Leave Clause
  • Homeworker Clauses
  • Homeworking Policy
  • Internship Agreement
  • Job Sharing Clauses
  • Letter of Secondment
  • Part-Time Employee Clauses
  • Secondment Agreement
  • Settlement Agreement – Employment – Short Form
  • Statement of Statutory Rights in relation to Sunday Shop Work
  • Terms and Conditions for the Supply of Services from an Employment Business to an End-User Client
  • Terms of Engagement for Temporary Workers
  • Term-Time Working Clause
  • Volunteer Agreement
  • Warranty as to Freedom to Work Clause
  • Zero Hours Contract for Casual Worker

Discipline & Performance Management Pack

  • Advice to an Employee facing a Capability Procedure – Poor Performance
  • Advice to an Employee facing a Disciplinary Procedure – Misconduct
  • Advice to an Employee on Constructive Dismissal
  • Advice to an Employee on Unfair Dismissal
  • Capability Procedure – Long Form
  • Disciplinary & Capability Procedure – Short Form
  • Disciplinary Procedure
  • Disciplinary Rules
  • Letter giving Final Written Warning for Misconduct
  • Letter giving Final Written Warning for Poor Performance
  • Letter giving First Written Warning for Misconduct
  • Letter giving First Written Warning for Poor Performance
  • Letter of Advice on Conducting a Disciplinary Investigation and Hearing
  • Letter Requesting Attendance at a Disciplinary Hearing
  • Letter Requesting Attendance at a Poor Performance Hearing
  • Letter Requesting Attendance at an Appeal Hearing
  • Letter Suspending an Employee Pending Investigation
  • Letter to Confirm Dismissal following Previous Warnings
  • Letter to Confirm Formal Verbal Warning for Misconduct
  • Letter to Confirm Formal Verbal Warning for Poor Performance
  • Letter to Confirm Outcome of Appeal
  • Letter to Confirm Summary Dismissal for Gross Misconduct following a Hearing
  • Letter to Confirm Summary Dismissal for Gross Misconduct without a Hearing

Discrimination Pack

  • Anti-Harassment and Bullying Policy – Long Form
  • Anti-Harassment and Bullying Policy – Short Form
  • Letter of Advice on Age Discrimination
  • Letter of Claim – Breach of Confidence
  • Whistleblowing Policy – Long Form
  • Whistleblowing Policy – Short Form

Employment Status & Self-Employment Pack

  • Letter exercising Contractual Power to vary Employment Terms
  • Letter seeking Agreement to a change in Terms of Employment – 20 or more employees
  • Letter seeking Agreement to a change in Terms of Employment – under 20 employees
  • Letter serving Notice and offering Employment on New Terms
  • Letter to inform Employee Representatives of proposed TUPE transfer and related measures
  • Notice to opt-out of Sunday Shop Working
  • Terms of Engagement for Temporary Workers
  • Zero Hours Contract for Casual Worker

Families & Pregnancy Pack

  • Additional Paternity Leave – Adopter Declaration
  • Additional Paternity Leave – Employee’s Leave Notice and Declaration – Adoption
  • Additional Paternity Leave – Employee’s Leave Notice and Declaration – Birth
  • Additional Paternity Leave – Mother’s Declaration
  • Adoption Leave – Employee’s Notice of Intention to take Ordinary Adoption Leave
  • Adoption Policy – Long Form • Adoption Policy – Short Form
  • Employee’s Early Return from Maternity Leave Notice
  • Employee’s Pregnancy, EWC and Maternity Leave Notification Letter
  • Employer’s Acknowledgement of Pregnancy, EWC and Maternity Leave Dates Notification
  • Employer’s Invitation to Attend a KIT Day
  • Employer’s Letter Advising an Employee on Maternity Leave of her Provisional Selection for Redundancy
  • Employer’s Letter Confirming Return to Work Date where Maternity Leave started early
  • Employer’s Letter Confirming Temporary Changes to Duties for Duration of Employee’s Pregnancy on H&S Grounds
  • Employer’s Letter inviting an Expectant Mother to a Meeting to discuss Reviewing H&S grounds
  • Employer’s Letter Suspending Pregnant Employee on H&S Grounds
  • Employer’s Response to Request from Employee to attend a KIT Day
  • Offer of Alternative Employment to Employee on Maternity Leave
  • Ordinary Paternity Leave Employee Declaration – Adoption
  • Ordinary Paternity Leave Employee Declaration – Birth
  • Ordinary Paternity Leave Employee’s Notice of Child’s Date of Birth
  • Ordinary Paternity Leave Employee’s Notice of Child’s Adoption Placement Date
  • Ordinary Paternity Leave Employee’s Notice of Intention to take OPL – Adoption
  • Ordinary Paternity Leave Employee’s Notice of Intention to take OPL – Birth

Pay & Benefits Pack

  • Accommodation Clause and Licence to Occupy
  • Accommodation Clause where this is a Service Occupancy Agreement
  • Benefits Schemes Clause • Bonus Clauses – Discretionary
  • Bonus Clawback Clause – Short Form
  • Bonus Schedule – Bonus Pool
  • Bonus Schedule – EBITDA • Bonus Schedule – EPS
  • Bonus Schedule – Personal Performance Targets
  • Bonus Schedule – Pre-Tax Profits • Car Allowance Clause
  • Car Clause • Expenses Policy • Life Assurance Clause
  • Paid Overtime Clause • Pension Clauses
  • Permanent Health Insurance Clause
  • Private Medical Insurance Clause
  • Relocation Expenses Clause
  • Remuneration Code Clauses
  • Repayment of Training Costs Clause
  • Standard Letter from Company to Employee acknowledging Sacrifice of Salary
  • Standard Letter from Company to Employee to effect the Sacrifice of a Contractual Bonus
  • Standard Letter from Employee to Company Sacrificing Salary
  • Standard Letter from Employee to Company to Sacrifice a Contractual Bonus

Policies & Procedures Pack

Adverse Weather & Travel Disruption Policy

Bring Your Own Device to Work Policy

Career Break Policy

Compassionate Leave Policy

Copyright Policy

Data Protection Policy – Long Form

Data Protection Policy – Short Form

Dress Code Policy

Equal Opportunities Policy – Long Form

Equal Opportunities Policy – Short Form

Expenses Policy • Grievance Procedure – Long Form

Grievance Procedure – Short Form

Health and Safety Policy – Long Form

Health and Safety Policy – Short Form

Maternity Policy – Long Form

Maternity Policy – Short Form • No Smoking Policy

Parental Leave Policy – Long Form

Parental Leave Policy – Short Form

Social Media Policy – Long Form

Social Media Policy – Short Form

Stress at Work Policy

Substance Misuse Policy

Trade Mark Policy

Recruitment Pack

  • Employee Reference
  • Employment Contract for a Junior Employee
  • Employment Contract for a Senior Employee
  • Equal Opportunities Monitoring Form
  • Equal Opportunities Policy – Long Form
  • Equal Opportunities Policy – Short Form
  • Letter of Advice to a Client on the Consultancy Agreement
  • Letter of Advice to an Employer on the Director’s Service Agreement
  • Letter of Advice to a Client on the Consultancy Agreement via a Service Company
  • Letter of Advice to an Employer on the Employment Contract for a Junior Employee
  • Letter of Advice to an Employer on the Employment Contract for a Senior Employee
  • Offer of Employment
  • Professional Qualifications Clause
  • Warranty as to Freedom to Work Clause

Redundancy & Business Reorganisation Pack

  • Advice to an Employee on Redundancy
  • Calculation of Statutory Redundancy Payment
  • Data Subject Access – Employer’s Detailed Response
  • Data Subject Access – Employer’s Holding Response
  • Data Subject Access – Letter making a Request
  • Employee Representatives – Ballot Form
  • Employee Representatives – Nomination Form
  • Employee Representatives – Notice Inviting Nominations
  • Employee Representatives – Notice of Ballot
  • Employee Representatives – Notice of Election Result
  • Maternity Letter – Notice of Termination following Redundancy Consultation
  • Notice of Cancellation of Election to carry out Pre-Transfer Redundancy Consultation
  • Notice of Election to carry out Pre-Transfer Redundancy Consultation
  • Notice of Employees of Change of Employer
  • Pre-Transfer Redundancy Consultation Agreement
  • Redundancy Letter 1 – Warning Employees of Possible Redundancies
  • Redundancy Letter 2 – Informing Employee Representatives of Proposed Collective Redundancies
  • Redundancy Letter 3 – Requesting Volunteers for Redundancy
  • Redundancy Letter 4 – Confirming Provisional Selection for Redundancy
  • Redundancy Letter 5 – Follow-up to Initial Individual Consultation Meeting
  • Redundancy Letter 6 – Offering Alternative Employment
  • Redundancy Letter 7 – Confirming Dismissal from Redundancy
  • Redundancy Policy
  • Redundancy Selection Assessment Form

Restraint of Trade, Confidentiality & IP Pack

  • IP Clause for an Employment Contract – Long Form
  • IP Clause for an Employment Contract – Short Form
  • IT and Communications Systems Policy – Long Form
  • IT and Communications Systems Policy – Short Form

Retirement Pack

  • Letter refusing Request to Work beyond Retirement date – under the DRA
  • Letter responding to Request to Work beyond Retirement date – under the DRA
  • Request to Work beyond Retirement date – under the DRA
  • Retirement Policy for Employers with a fixed retirement age
  • Retirement Policy for Employers with no retirement age

Sickness & Incapacity Pack

  • Access to Medical Reports Act 1988 – Summary of Employee’s Rights
  • Advice to an Employee facing a Capability Procedure – Poor Performance
  • Employee’s GP or Consultant – Consent Form
  • Employee’s GP or Consultant – Letter of Instruction
  • Employee’s GP or Consultant – Letter to Employee
  • Letter inviting Employee to meeting to discuss Sickness Absence
  • Letter inviting Employee to second or further meeting following Sickness Absence
  • List of Questions for GP or Company Doctor to consider when preparing medical report
  • No Smoking Policy
  • Sickness Absence Policy – Long Form
  • Sickness Absence Policy – Short Form
  • Stress at Work Policy

Staff Handbook Pack

  • Accommodation Clause and Licence to Occupy
  • Accommodation Clause where there is a Service Occupancy Agreement
  • Annualised Hours Clause
  • Anti-Corruption and Bribery Clause
  • Casual Employee Clauses
  • Change of Control Clauses
  • Confidentiality Clause – Long Form
  • Data Protection Clause
  • Employee Monitoring Clause
  • Fixed Term Employee Clauses
  • Job Sharing Clauses
  • Lay-off & Short-Time Working Clauses
  • Life Assurance Clause
  • Outside Interests Clause
  • Paid Overtime Clause
  • Part-time Employee Clauses
  • Payment in Lieu of Notice Clause
  • Pension Clauses
  • Permanent Health Insurance Clause
  • Private Medical Insurance Clause
  • Professional Qualifications Clause
  • Relocation Expenses Clause
  • Remuneration Code Clauses
  • Repayment of Training Costs Clause
  • Restrictive Covenant Clauses
  • Retirement Clause
  • Shift Work Clause
  • Staff Handbook – Long Form
  • Staff Handbook – Short Form
  • Term-Time Working Clause
  • Working Overtime Clause

Termination of Employment Pack

  • Employee Reference
  • Letter on Termination – Garden Leave and Restrictive Covenants
  • Letter terminating a Consultancy Agreement

Working Time & Time Off Pack

  • Career Break Policy
  • Notice to Opt Out of Sunday Shop Working
  • Shift Work Clauses
  • Statement of Statutory Rights in relation to Sunday Shop Work
  • Time off for Dependants Policy
  • Time off for Public Duties Policy
  • Time off for Training Policy
  • Working Time Regulations – 48 Hour Week Opt-Out Letter
  • Working Time Regulations – Letter requesting details of work done for other employers
This list is not exhaustive and is being continually extended, according to the business needs of our subscribers.
N.B. All legal document templates for use in England & Wales only. Expertly Group Limited does not offer legal advice.