“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”
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Chris McGettigan
The Quinn Files ·
Contrarian take Share this moment
“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.”
♫
Said on Retire Right
“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.”
AH
Alex Haslam
Risk on Air ·
How they work Share this moment
“…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…”
MP
Mike Piper referring to Bogleheads community
The Long View ·
Business model Share this moment

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