Client Information

If we hold funds on your behalf you authorise us to deduct our fees from those funds (unless they

have been provided for a particular purpose) and send you an invoice as required by the Lawyers and

Conveyancers Act (Trust Account) Regulations 2008.

We hold professional indemnity insurance which meets the standards set by the Law

Society.

The Law Society maintains the Lawyers Fidelity Fund to protect clients of lawyers against loss arising from theft by lawyers. The maximum amount for an individual claimant is limited to $100,000. Except in certain circumstances specified in the Lawyers and Conveyancers Act 2006, the Fidelity Fund does not cover a client for any loss relating to money that a lawyer is instructed to invest on behalf of the client.

To the extent permitted by law, our aggregate liability to you (whether in contract, equity, tort, statute,

or otherwise) arising out of your engagement of us on a matter (or any series of related issues) is

limited to the greater of:

• The amount available to be paid out under any relevant insurance held by us; or

• Three times the amount of our applicable fee (excluding our office services charge, disbursements,

and GST).

Any claim you have against us must be filed within two years after the date of the act or omission on

In these terms, "claim" and "the date of the act or omission on which the claim is based"have thehat act

or omission or its consequences (to the extent permitted by law).

In these terms, "claim" and "the date of the act or omission on which the claim is based" have the

same meanings as in the Limitation Act 2010.

This time limit overrides the periods under that Act and applies regardless of when any fact

relevant to the claim was first discovered or able to be discovered.

At the end of your matter, we will keep your file and documents in electronic form for the minimum

period required by law. We may then destroy the physical record. This will be done confidentially.

You may terminate our retainer at any time.

We may terminate or suspend our retainer in any of the circumstances set out in the Law Society’s

Rules of Conduct and Client Care for Lawyers. These include the discovery of a conflict of interest, failing to provide us with adequate instructions/responses, non-payment of our fees and disbursements, not following or ignoring our advice, or our considering that the relationship between us is such that you may be better served if we did not continue to act for you.

If our retainer is terminated you must pay us all fees due up to the date of termination and all

expenses incurred up to that date.

You are legally entitled to records and documents that you are a party to and written correspondence

with us. 

It is your responsibility to keep documents you have signed and the correspondences you sent to

us or request for a duplicate copy from us immediately upon signing. If you require us to retrieve our physical or electronic copies, we require payment of our reasonable attendance fees upfront before we undertake a search of our record. File notes, inter-office memos (if any) are for our firm’s internal

use and is available to you at our full discretion.

For any new matter opening we need to be sure of your identity. This is a legal requirement designedto protect you and us. For any subsequent matters we may require identification to be supplied torefresh our records.We are required to see (or receive a copy certified as a true and correct copy of the original by a“trusted referee”, at least one form of ID, your IRD number, as well as a document that confirms youraddress.Your ID should be current and original and at least one of your forms of ID needs to contain a photo.