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The latest paragraphs for you to consider including in your Terms & Conditions.

Text for Terms & Conditions

T's & C's: Specialist Advice and Third-Party Information

Change date
15/04/2026
Word count
94
Deployment measure
8/10
Rationale

Protect your firm by clarifying that clients bear the sole responsibility for external specialist advice and reporting compliance. Implementing this wording mitigates professional negligence risks while ensuring your right to rely on third-party data without independent verification.

You are responsible for determining whether it is appropriate to seek specialist professional or financial advice regarding your matter. Where you provide us with advice …

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