Letter of Engagement

Dear Client,

Thank you for choosing Mackie and Co Limited to act for you.

We will write to you shortly with reference to the matter we have been instructed to assist you with. To ensure that you are fully aware of our obligations to each other, we enclose our standard terms of engagement which can be summarized as follows:

Our Commitment to You

We will:

  • Protect and promote your interests and act for you free from compromising influences or loyalties.
  • Discuss your objectives with you and how they should best be achieved.
  • Act competently, in a timely way, and in accordance with instructions received and arrangements made.
  • Provide you with information about the work to be done, who will do it, and the way the services will be provided.
  • Protect your privacy and ensure appropriate confidentiality.
  • Treat you fairly, respectfully and without discrimination.
  • Give you clear information and advice.
  • Keep you informed about the work being done and advise you when it is completed.
  • Charge you a fee that is fair and reasonable and let you know how and when you will be billed.
  • Let you know how to make a complaint and deal with any complaint promptly and fairly.

The obligations lawyers owe to clients are described in the Rules of Conduct and Client Care for Lawyers. Those obligations are subject to other overriding duties, including duties to the courts and the justice system. If you have any questions, please contact us on (09) 838 9997 or at www.mackielaw.co.nz or the Law Society on 0800 261 801 or www.lawsociety.org.nz.

Please be aware that we accept your instruction on the understanding that you have made and will continue to make full and frank disclosure of all relevant facts to the matter. We will only act on your clear instructions. Where instructions cannot be reasonably obtained from you, we will stop work until those are received.
We wish to formally record that our services will be restricted to the provision of legal advice and, as such, suggest that you liaise with your accountant or other professional advisor to obtain clarification as to any other non-legal issues that may arise in relation to transactions we are handling on your behalf.

In providing conveyancing services to you, we do not carry out valuations of property or business, nor do we determine whether the property or business meets your investment profile. We therefore recommend that you consult a suitably qualified professional such as a registered valuer, financial advisor and/or accountant in relation to those issues and are more than comfortable to provide recommendations if required.

We do not provide investment advice in respect of financial products.

People Responsible for Your Work

Kelvin Mackie, Principal/Director will have overall responsibility for work on this matter. It is important for you to appreciate that Kelvin is supported by two very experienced registered legal executives, Anne Tingey and Rhiannon Callander who will assist in the administration and completion of certain aspects of various transactions.

The Basis of Our Charges

Unless otherwise agreed, our fees are based on a range of factors as set out by the New Zealand Law Society including time, expertise, important and urgency and results achieved.

Kelvin Mackie’s current hourly rate is $300.00 to $350.00 per hour.

Anne and Rhiannon’s hourly rate ranges from $100.00 per hour to $240.00 per hour.

We also charge for disbursements such as Land Title registration, LIM Report purchases and, where relevant, agency. We will ensure that these will be itemized separately and will notify you if any fees or disbursements need to be paid for in advance.

We also charge standard bureau costs of approximately $68.00 per transaction to cover costs of photocopying, postage, facsimiles and phone calls.

We are concerned to ensure that our professional relationship is not undermined in relation to issues surrounding costs and to that extent will, where possible, a written fee estimate in advance upon request.

Billing Arrangements

To help you budget we may issue interim accounts for work in progress with a final bill issued on completion.

Invoices are due and payable within 7 days of the date of invoice.

We may deduct outstanding fees, costs and disbursements from funds held on your behalf at any time but will only do so after providing you with an invoice.

Professional Indemnity Insurance and Fidelity Fund

We hold professional indemnity insurance that meets or exceeds standards specified by the Law Society. The Law Society maintains the Lawyers Fidelity Fund for the purposes of providing clients of lawyers with protection against pecuniary loss arising from theft by lawyers. The maximum amount payable by the Fidelity Fund by way of compensation to an individual claimant is limited to $100,000.00. Except in certain circumstances specified by the Lawyers and Conveyancers Act 2006, the Fidelity Fund does not cover a client for any loss relating to money that a lawyer is instructions to invest on behalf of the client.

Complaints

If you have any concerns or complaints, you should raise them in the first instance with Kelvin Mackie.

If you prefer not to raise a matter with Kelvin, you may wish to contact the New Zealand Law Society’s Complaint Service at 26 Warring Taylor Street, P O Box 5041, Wellington 6145, Tel (04) 472 7837 or (0800) 261 801, Fax (04) 473 7909

Completion

When this matter is completed, we will advise you accordingly and provide a brief summary of the work undertaken if we have not already done so, together with a statement of account recording the receipt and payment of all funds. Where appropriate we will also identify any necessary future action that may be required.

Conclusion

We value your instructions in this matter and look forward to their successful completion. We also look forward to an ongoing relationship with you, so please retain this letter as the core basis of our relationship and our commitment to you to attend to your affairs diligently, with an efficient, effective and professional service.

We enclose our terms of engagement which will apply in respect of all work that our firm carries out for you and again thank you for your instructions.

Yours faithfully

MACKIE AND CO LIMITED

K R Mackie
Principal

Email: kelvin@mackielaw.co.nz
Website: www.mackielaw.co.nz


For more information please contact us or you can request a quote.