This information is for accountants, financial planners or anyone else who uses Cleardocs to order documents for anyone other than for themselves. - Comments provided by our Lawyers, Maddocks
In this information, we refer to Cleardocs customers who do that as intermediaries.
Intermediaries obtain documents from Cleardocs in a similar way to obtaining documents from other document providers: for example, from shelf-company providers and from law firms that provide shelf-company and trust services.
When an intermediary buys documents from many of those providers:
The main difference between using Cleardocs and using many other providers is that the Cleardocs "form" is an online interface. The efficiency of this technology does not change the role of the intermediary.
Cleardocs can not and does not give legal advice to anyone. Nor can intermediaries (unless they are a registered Australian legal practitioner).
Cleardocs helps intermediaries to avoid giving legal advice by offering — through Maddocks — the free legal helpline in relation to Cleardocs documents.
To access the helpline, intermediaries can call Cleardocs on 1300 307 343. Cleardocs will put the caller through to the relevant person at Maddocks. If the call will take more than a few minutes, then Maddocks may need to charge for the call. Alternatively, intermediaries should consult their lawyers to provide them or their clients with legal advice.
It is important that intermediaries use the Cleardocs system appropriately — as is the case with an intermediary using the service of any document provider. In particular, an intermediary (who is not a registered Australian legal practitioner) must remember the following:
If you have any concerns or queries about any of this information or about whether a Cleardocs document package suits your, or your client's needs, then you must seek legal advice.
If you are a Cleardocs customer, then you can use the free legal helpline Cleardocs has arranged with Maddocks. To access the helpline, call Cleardocs on 1300 307 343, and they will be happy to put you through to the relevant person at Maddocks.
Julian Smith is a partner in the Maddocks Commercial team.
Julian advises extensively in the following areas:
Julian advises clients ranging from public companies servicing the wholesale financial services market to high net worth individuals and their advisers.
Julian has been with Maddocks since undertaking articles in 2001.
The legal information and commentary on this site is general only. Documents ordered through Cleardocs affect the user's legal rights and liabilities. To assess their suitability for the user, legal accounting and financial advice must be obtained.
For more information, contact Maddocks on (03) 9258 3555 and ask to speak to a member of their team.