Posted on 1st May 2020

» Client Administration

Below you will find various templates and other associated documents to cover a range of information exchanges or communication as recommended between liveries and the yard owner regarding various livery arrangements, horse and owner details, and yard procedures. These are available to download in PDF or Word, and many have advisory notes at the top explaining the use and any important information.

The Word versions can be edited as required, particular notice should be made to the highlighted entries in the places indicated. This allows them to be tailored to your exact requirements and situation. 

These resources are available free of charge to all, and always will be. All we ask is that if you use any of the documentation, or find the information contained herein useful, please consider adding your yard to LiveryList, and/ or making a secure donation to help cover the work and research that goes into providing these resources:

 

Livery Contracts

All template livery documents and guidance can be found here:

 

Other Client Documentation

Welcome Letter and Checklist Template 

Template Deposit Receipt Letter 

Livery Yard Handbook Template 

Livery Details Form Template 

GDPR Consent Form Template (Data Protection)

 

End of Life

Further information on End of Life options can be found here:

Euthanasia, Just in Case- Owners Plan (WHW)

End of Life Options Form Template 

 

Passports

Passport Retention Form Template 

Passport Retention Disclaimer Form Template (in event of refusal to provide Horse Passport)

Detailed information on the new regulations and responsibilities for horse passports can be found here:

 

Contract Related Documentation

Infectious Disease Yard Agreement Template in conjunction with

Price Increase Letter Template 

Letter of Notice Template 

Letter of Intent Template (Debt Recovery)

Third-Party Rider Form Template (for unpaid riders and handlers of clients horses)

Third-Party Service Provider Form Template (for providers of professional services at your yard))

Abandonment Guidance

Guidance and details of the process for abandonment can be found here:

 

You may also find the following articles of interest:

LiveryList Guide to… The Benefit of Livery Contracts

LiveryList Guide to… Giving Your Yard an Annual Review

LiveryList Guide to… Horse Passports and Your Responsibilities

LiveryList Guide to… Filling Your Livery Vacancies

LiveryList Guide to… Ten Reasons to Give Your Clients a Livery Contract

The LiveryList Guide to… GDPR and Being Data Compliant

LiveryList Guide to… Offering Livery

LiveryList Guide to… Yard Handbooks

 

IMPORTANT

This information and templates as provided above are intended to provide guidance only. Anyone proposing to enter into such written agreements, or to undertake action based upon the information herein should take consideration and their own legal or professional advice as to their particular circumstances.

 © Livery List 2020

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  • SB 004 Redwings
  • SB 004 Redwings
  • SB 004 Redwings

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