SRA Compliance Β· Rule 8.7 Client Care

Client Care & Terms of Engagement

Bespoke statutory engagement letter for Atherstone Property Holdings LLC on matter 2025-0092

ASHWORTH & VALE SOLICITORS
10 Colmore Row Β· Birmingham Β· B3 2QD
SRA Authorised & Regulated Β· Practice No: 582910
Date: Sep 20, 2026
Ref: 2025-0092
Atherstone Property Holdings LLC
77 W Wacker Dr, Suite 1900
Chicago
IL 60601
Formal Client Care Letter & Terms of Engagement
Matter: Atherstone Property Holdings LLC β€” portfolio refinance (Real Estate)

1. Instructions & Objectives

We are pleased to act on your behalf regarding Atherstone Property Holdings LLC β€” portfolio refinance. Our primary objective is to represent your interests in Real Estate under the jurisdiction of England & Wales, advising on procedural merits, court timetables, and dispute resolution.

2. Designated Fee Earner & Rates

Day-to-day conduct will be handled by Marcus Cross (Partner) at an hourly rate of Β£475.00 + VAT. Chargeable time is recorded in standard 6-minute units (Β£47.50 + VAT per unit). General partner supervision is maintained by Senior Partner Julian Ashworth.

3. Cost Forecast & SRA Transparency

In compliance with SRA Transparency Rules, our initial costs estimate for this procedural stage is $35,000 + VAT. If unforeseen legal complexities arise, we will inform you in writing immediately before further chargeable work is incurred.

4. Complaints & Legal Ombudsman

We aim to provide exceptional service. If any issues arise, please contact our Complaints Partner. If we cannot resolve matters within eight weeks, you have the right to contact the Legal Ombudsman (enquiries@legalombudsman.org.uk) and the Solicitors Regulation Authority.

5. Statutory 14-Day Cooling-Off Notice

Under Consumer Contracts Regulations 2013, individual clients hold a statutory right to cancel this engagement within 14 calendar days of receipt.

βš–οΈ SRA Compliance Summary

  • Supervising Solicitor:Marcus Cross
  • Hourly Rate:Β£475.00/hr
  • Cost Forecast:$35,000
  • Client AML Status:Verified
  • Account Rules:Office Account Only