Hargreaves v BT Funds Management Limited
The Court stayed a superannuation release claim indefinitely after finding real doubt that the 74-year-old applicant had authorised the proceeding, and referred the solicitor's conduct to professional regulators. It matters to super trustees and to firms taking instructions where a third party is driving the claim.
What it means for business
Consider strengthening client identity and authority checks where instructions for a vulnerable client come through an intermediary.
What does this mean for your business?
If this development touches your contracts, compliance or reporting, it may be worth a short conversation. Get in touch through our contact page and a senior lawyer will reply within one business day.
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This register contains general information only and does not constitute legal advice. Envision Legal accepts no liability for any loss arising from reliance on this content. You should seek independent legal advice tailored to your specific circumstances. For enquiries, contact Envision Legal.