I am in a mentoring relationship. How does this affect my coverage?

I am in a mentoring relationship. How does this affect my coverage?

To encourage lawyers to act as mentors, the Lawyers' Professional Indemnity Company will waive any deductible and claims levy surcharge on any claim made against a lawyer mentor arising out of a mentoring relationship, provided that:

• the mentor and mentee agreed to enter into a formal mentoring relationship, as evidenced by a written document of some kind;
• the mentor had no contact with the mentee's client that would create a solicitor/client relationship; and
• the mentee understood that she/he was responsible for individually and independently satisfying her/himself of the soundness of any suggestions, recommendations or advice-like comments made by the mentor.

What kind of written document is required?

What kind of written document is required?

The written document evidencing the relationship does not have to be a formal signed mentoring agreement. It can be as simple as an e-mail acknowledging the relationship and the three terms listed above. The managing a mentoring relationship booklet contains a helpful precedent of a simple mentoring agreement.