Madrid renewal procedure added
See 5.3.3
Author
Keith
New Equinox section (2.2) added
There is more to be added – this is just a start to show case types, but has links to other Equinox-specific sections.
Update on payments in view of closure of Client Account
See 2.4 and sub-pages
2nd October 2025 update
UK Designs pages updated and extended.
1st October update
UK TM Renewal procedure (5.1.6) updated
Update 13 August 2025
3.3.1 updated to reflect current practice on pro-formas/quotations 3.3.2 updated to move the discount section to 3.3.3 updated to reflect current practice.
Update 11 June 2025
5.7 – Oppositions Against Third Party TMs added 3.1.2 Collecting Information for a New Client Record updated
New Updates
UKTM procedures, UP handling, and Disbursements (3.3.6)
OM updated
References to Patrawin have been removed and additional guidance added.
Let’s try to keep the Office Manual relevant
We should use this as a place to record know-how on procedures and practice. If you learn something useful that should be shared, let me know so that…