Question
Interview with: Mr/Mrs Morgan Westerberg You are a trainee solicitor with Deals LLP. Your supervising solicitor is Ms Asha Khan. Your secretary has made an
Interview with: Mr/Mrs Morgan Westerberg
You are a trainee solicitor with Deals LLP. Your supervising solicitor is Ms Asha Khan.
Your secretary has made an appointment for you to see Mr/Mrs Morgan Westerberg of Charity Barn, Calthorpe Road, Petersbury, PT12 5NR. Tel: 01738 722909. The client has not used the firm before.
Mr/Mrs Westerberg intends to acquire shares in a company, Petersbury Quality Steels Limited ('PQS') and would like to become involved in the day to day management of PQS. He/she is seeking advice in relation to his / her involvement in the management structure of PQS.
The client sent in a copy of PQS's articles of association to your secretary last week (attached to these instructions).
You may also assume that, for the purposes of FSMA 2000, the advice the client requires in relation to the proposed transaction will not be a "regulated activity".
Your firm charges 210 + VAT per hour.
Your secretary has already checked that the firm will be acting for the client and not PQS and has:
- Carried out identity checks for money laundering purposes;
- Checked there is no apparent conflict with existing clients by checking PQS', the sellers' and the client's names against the firm's database; and
- Checked the client is not eligible for Legal Aid and has no legal expenses insurance.
You will have up to 30 minutes in which to conduct the interview and to finish any essential notes.
Can you write a script, with questions I would need to ask and how it should be structured.
APPENDIX TO TRAINEE SOLICITOR INSTRUCTIONS
THE COMPANIES ACT 2006
PRIVATE COMPANY LIMITED BY SHARES
Articles of Association of Petersbury Quality Steels Limited ("the Company")
1. The regulations contained in Schedule 1 to the Companies (Model Articles) Regulations 2008 (the "Model Articles") apply to the Company save in so far as they are excluded or modified by the clauses below.
2. Directors can vote and count in the quorum at board meetings even if they have a personal interest in matters under discussion.
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