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Guide to our Email Disclaimer

Our Email Disclaimer template is for use by any organisation, whether trading or not.

Under UK law, certain information must be included in business correspondence, which applies also to emails. This information is included in the suggested wording of our email disclaimer template.

Most organisations also include a disclaimer and confidentiality warning, although these are not legal requirements. NB there is some doubt that a confidentiality notice or a generic disclaimer in an email will be effective in English law and accordingly you should still be careful:

• that only the correct attachments are attached;

• that emails are sent to the correct recipient (often using the “reply to all” button is not a good idea);

• that in any reply to an email, you check that all the contents of all earlier emails in the chain are suitable to be sent on to the intended recipients;

• that viruses are not attached to your emails, by the use of appropriate anti-virus software and other security protections for your website and email server;

• that your staff are adequately trained, for example, not to use the company emails for private correspondence, to produce suitable professional emails, and not include spurious, unreliable or defamatory material or to express abusive or embarrassing opinions in such correspondence; and

• that the wording of emails is not casual and sloppy, but professional and well-thought through. Emails should be treated as professionally as a letter would be.

Although most organisations put the confidentiality notice at the end of the email, it is advisable to put it at the top of the email, so it is seen and read before the main contents of the email are read.

We would advise that the information about your business in the first paragraph of the template is included in a decent sized font, but that the information in the other 2 paragraphs could be included in a smaller font (but still one that is readable).

Paragraphs in this Email Disclaimer

First paragraph - Insert your full company or LLP name (exactly as registered) and other details where indicated. This information must be included somewhere in all business emails. This is in accordance with The Companies (Trading Disclosures) Regulations 2008, as amended by The Companies (Trading Disclosures) (Amendment) Regulations 2009. If the company is exempt from using “Limited” or “Ltd” in its name, then it must additionally state that it is a limited company.

A company that is a registered charity must also state it is a charity, unless its registered name includes either “charity” or “charitable”. For England and Wales, this is in accordance with section 68 of the Charities Act 1993 or, in Scotland, in accordance with the Charities and Trustee Investment (Scotland) Act 2005.

If you include the name of any director(s) (other than in the main text of the email or as signatory or sender), then you must include the names of all the directors.

For businesses that are partnerships (not LLPs), if trading under any name other than simply the names of all of the partners (e.g. Smith and Jones), then you must include all of the partners’ names and an address at which notices, etc can be served on the partnership, e.g. the principal business address.

For businesses that are sole traders, if trading under any name other than simply the name of the person (e.g. Mr Smith), then you must include the proprietor’s name and an address at which notices, etc can be served on the business, e.g. the principal business address.

Second paragraph - This is the confidentiality notice, in case the email has been sent by mistake to the wrong person.

Third paragraph - This is the email disclaimer itself. It covers:

• excluding liability to someone other than the intended recipient for relying on any information in it or its attachments;

• excluding liability for any computer viruses, etc that might be attached; and

• that views and opinions of employees might not be the views or opinions of the business.

Regulated organisations

If your organisation is a firm of solicitors and/or is regulated by the FCA, etc, then you must also add the following wording into the email disclaimer:

[NAME] is [authorised and regulated by the [Financial Conduct Authority OR Prudential Regulation Authority] [and] AND/OR [regulated by the Solicitors' Regulation Authority of England and Wales and our profession’s code of conduct can be accessed at: .uk/solicitors/handbook/code/content.page. A list of the [partners/members] and their professional qualifications is open to inspection at our registered office.]

Emails sent by solicitors should also include the following statement on legal privilege at the end of the second paragraph (about confidentiality):

This email and its attachments contain material that might be subject to legal privilege.

Final note - Once you have chosen all the options and filled in all the details, remove any square brackets that might still exist in the document.

The Email Disclaimer and this guide have been provided by the legal resource legalo.co.uk.

Legal Disclaimer

In accordance with Legalo’s terms, the legal document template and this guide are provided "as is", without warranty or condition of any kind. Legalo disclaims all warranties and conditions with regard to the legal document template and this guide, including all implied warranties or conditions of merchantability, fitness for a particular purpose, title and non-infringement. Legalo is not a law firm, does not practice law, does not give legal advice and is not acting as your solicitors at any time. The template and guide are not a substitute for the legal advice of a solicitor. We aim to update the template and guide regularly, but they may not always be fully up-to-date at all times, since the law can change rapidly at times. The legal information in this guide is not legal advice; it is not guaranteed to be correct or complete; in many cases will be an abbreviated and simplified summary for general use or general guidance only; and is not a substitute for detailed and specific legal advice on your own situation from a solicitor. No legal tool like Legalo provides is suitable for every situation. The template and guide are reasonably fit to use as a starting point for the preparation of a legal document. They are only intended to be used as general templates, which ought to be properly adapted by you to meet your specific requirements. You are reminded of the need to take specific legal advice for your specific situation and to consult a suitably qualified lawyer.

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