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Operating Memorandum

Operating Memorandum Template for England and Wales

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Key Requirements PROMPT example:

Operating Memorandum

"Need an Operating Memorandum for a new fintech startup based in London, focusing on payment processing operations and compliance with FCA regulations, to be implemented by March 2025."

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Document background
Operating Memorandums are essential governance documents used to establish and maintain efficient organizational operations. The Operating Memorandum provides a detailed framework for how a business conducts its daily activities, including decision-making processes, reporting structures, and operational procedures. Under English and Welsh law, these documents are particularly important for ensuring compliance with regulatory requirements while maintaining operational efficiency. They are commonly used when organizations need to formalize their internal processes, undergo significant operational changes, or establish new departments or divisions.
Suggested Sections

1. Introduction: Purpose and scope of the Operating Memorandum

2. Definitions and Interpretation: Key terms and their meanings used throughout the document

3. Organizational Structure: Management hierarchy and reporting lines

4. Core Operations: Key business processes and procedures

5. Decision-Making Procedures: Process for operational decisions and approvals

Optional Sections

1. Risk Management: Detailed procedures for identifying, assessing and managing operational risks. Include for regulated industries or high-risk operations

2. Compliance Procedures: Specific regulatory compliance requirements and procedures. Include for regulated businesses or when handling sensitive data

3. Emergency Procedures: Crisis management and business continuity procedures. Include for critical operations or high-risk environments

Suggested Schedules

1. Schedule 1 - Organization Chart: Visual representation of management structure and reporting lines

2. Schedule 2 - Key Process Flowcharts: Detailed operational workflows and process maps

3. Schedule 3 - Approval Matrices: Decision-making authority levels and approval requirements

4. Schedule 4 - Forms and Templates: Standard operational documents and forms used in daily operations

5. Schedule 5 - Contact Lists: Key personnel and emergency contacts for operational purposes

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions






























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Relevant Industries
Relevant Teams
Relevant Roles
Industries

Companies Act 2006: Primary legislation governing company operations, director duties, and corporate decision-making processes in England and Wales

Limited Liability Partnerships Act 2000: Legislation governing the formation and operation of Limited Liability Partnerships (LLPs) in England and Wales

Partnership Act 1890: Foundational legislation governing traditional partnership structures and their operations

Financial Services and Markets Act 2000: Regulatory framework for financial services and markets activities, including licensing and compliance requirements

Data Protection Act 2018 and UK GDPR: Legislation governing data protection, privacy requirements, and data handling procedures

Employment Rights Act 1996: Core employment legislation defining fundamental rights and responsibilities in the workplace

Equality Act 2010: Legislation protecting against discrimination and promoting equality in the workplace and business operations

Competition Act 1998: Legislation preventing anti-competitive practices and promoting fair competition in business

Consumer Rights Act 2015: Legislation protecting consumer rights and defining business obligations in consumer transactions

Health and Safety at Work Act 1974: Framework for workplace health and safety regulations and procedures

Money Laundering Regulations 2017: Regulations governing anti-money laundering procedures and compliance requirements for businesses

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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