Wellington Standards Committee 2 v Morahan [2017] NZLCDT 24 [pdf, 531 KB]
...(g) By failing to take sufficient steps to record and maintain appropriate records of the advice he gave to Mr J, Ms B, and the trust when acting for them including in relation to the sale of Rosetta Road and Golf Road. [26] The respondent’s response to these allegations is: (a) That he acted with the consent of all parties in respect of the transfer of Rosetta Road to the trust who were aware of the nature and consequences of the transaction; (b) That he did not act for the tru...