Please refer to Rule D2.1

Yes. If you submit your documentation by email the application form and any Client Protection Fund Undertakings must be signed digitally with your Smartcard.

We prefer all forms together so we can fully understand what you are trying to do and give you the best advice and support. It can be useful to send drafts for consideration.


Not at this time, although the Society is working with the Scottish Government to deliver this.

No, provided they are subject to supervision by a Scottish solicitor

The Society is careful not to approve names which may be liable to 'passing off' claim or otherwise unacceptable. When the Society have approved a name it does not give any reassurance against such a claim or criticism.

Yes, submitting draft documentation can be helpful in more complex applications before signatures are sought. Please email draft documentation to

Once we are in receipt of all documentation.

See Rule A5 for details and procedure.

Yes It is possible for a solicitor to be a shareholder (which would make them a manager in the business with all the obligations) without being a director but it is required that all directors are shareholders.

No. Preapproved memorandum and articles are available from Oswalds/Jordans (email:, their internal labelling system describes this as a Scotsol13 or Miller & Bryce ( Alternatively feel free to handcraft your own - see Rules D5.4.1, D5.4.2 and D5.4.3.

Yes, you will have to obtain a letter from the Society to submit to Companies House. Please email advising us of the proposed name.


Generally Multi-national Practices and Scottish solicitors working in them are subject to all of the Society’s Rules but you should specifically consider the relevance of Rule C1, relating to cross border practice.