“If you get asked, say, two questions, one's a legal advice question, one's a commercial advice question, perhaps answer them as separate emails. One, so this is legal advice, this is privileged. And two, here's my answer to your commercial question.”
Alex Haslam · Risk on Air · Sent, Shared, Waived? Threats to legal client privilege
Play from 13:14
13:14
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What was described
Separate legal advice and commercial advice into distinct emails when dealing with in-house counsel to preserve privilege
Said nearby on the same subject
“In the south there's no standalone or freestanding legal duty on a lending institution to ensure a guarantor receives independent legal advice unless the lender has actual or constructive notice of undue influence or misrepresentation”
“Centrelink have their FISOs, the financial- Information service. Information service offices or FISOs. Great place for free advice, but they can give you advice and investments.”
“When you are advising a client, you should say, well, this is a document that I'm sending you. I'm your lawyer. It's subject to legal privilege. Don't circulate it without discussing with me first.”
“…hourly model for financial advice…we need some sort of engagement where there’s ongoing interaction and that’s planned in, that’s budgeted in, that’s built into it…”