December 2, 2021

1 Law Society of Alberta The Rules of the Law Society of Alberta January 1, 2022. Law Society of Alberta The Rules of the Law Society of Alberta _____. Amendment Table 2022_V1. Amendment Amendment Amendment Other Rules Modified Description of Change Authorized Effective Source Impact through ; ; Amendments to the Rules for Client October 1, January 1, Bencher ; ; Identification and Verification, Cash 2021 2022 Meeting Transactions, Acting in a Representative Capacity and Prohibition on the Use of Trust Accounts coming into force. 119 through ; Amendments to the Trust Accounting October 1, January 1, Bencher through ; Rules coming into force.

2 2021 2022 Meeting through ; and through 1(1), 75(3), 115(1), 115( ). Consequential amendments resulting October 1, January 1, Bencher 138(3), (6), (1), and from the amendments to Part 5 of the 2021 2022 Meeting 167(1) Rules coming into force. Changes listed in this table are ones made to Version "2021_V7" of the Rules. Where an amendment to the substance of a rule or subrule has been made since June 3, 2001, the amendment month and year are marked at the end of the Rule. Amendments made prior to June 3, 2001 are not marked in this document. Version #: 2022_V1. January 1, 2022 Law Society of Alberta The Rules of the Law Society of Alberta _____.

3 Table of Contents PART 1 ORGANIZATION AND ADMINISTRATION OF THE SOCIETY .. 1-1. Interpretation .. 1-1. Law Firms .. 1-3. Designated Representative .. 1-4. Registration .. 1-4. Collection, Use and Disclosure of Information .. 1-4. Tribunal 1-5. Hearing 1-5. Amendment, Waiver or Variation of Rules .. 1-6. Service of Documents .. 1-6. Seal of the Society .. 1-6. General Functions of the Executive Director .. 1-6. DIVISION 1 THE BENCHERS ..1-7. Notice of 1-7. Districts .. 1-7. Eligibility of Candidates .. 1-7. Nomination of Candidates .. 1-7. Voting Details Sent to Members.

4 1-8. Electronic Voting .. 1-8. Electronic 1-9. Counting Votes .. 1-9. Successful 1-9. Resolving Tied 1-9. Notice of Election Results .. 1-10. Appointment to Fill a Vacancy .. 1-10. Procedure .. 1-10. Adjournment for Want of Quorum .. 1-10. 1-10. 1-11. Expenses and Allowances .. 1-11. Time limit for Votes Under Section 20(5) .. 1-11. Representation in Proceedings Adjudicated by the Society .. 1-12. DIVISION 2 Committee Organization .. 1-12. Committee Meetings and Resolutions .. 1-13. Executive 1-13. Election of Executive Committee Members and Constitution of Committees.

5 1-14. Election Procedures .. 1-14. Professional Responsibility Committee .. 1-15. Unauthorized Practice of Law Committee .. 1-15. Communications Committee .. 1-15. DIVISION 2A OFFICE OF THE PRACTICE ADVISOR ..1-15. Office of the Practice Advisor .. 1-15. DIVISION 2B OFFICE OF THE EQUITY Office of the Equity 1-16. DIVISION 3 MEETINGS OF THE Notice of Meeting .. 1-16. Procedure at Meetings .. 1-16. DIVISION 4 FINANCIAL MATTERS ..1-17. Fiscal Year .. 1-17. Establishment .. 1-17. Terms of Reference .. 1-17. Responsibilities .. 1-17. Version #: 2022_V1. January 1, 2022 Law Society of Alberta The Rules of the Law Society of Alberta _____.

6 Authority .. 1-18. Composition .. 1-18. Privacy .. 1-18. Investment of Society Funds .. 1-18. Terms of Reference .. 1-19. Responsibilities .. 1-19. Authority .. 1-19. Annual Budgets .. 1-19. Investment of Society Funds .. 1-19. DIVISION 5 RECORDS OF THE SOCIETY ..1-19. Roll of the 1-19. Register of Students-at-Law .. 1-20. Publication of Roll and Register Information .. 1-20. Active, Inactive and Suspension Lists .. 1-20. Furnishing Addresses to the Executive Director .. 1-21. Official Address for Service .. 1-22. Deposit Agreement with Legal Archives Society .. 1-22. Member and Student-at-Law 1-23.

7 Disclosure of Business Contact Information .. 1-23. Certificate of 1-24. PART 2 MEMBERSHIP AND QUALIFICATIONS TO PROVIDE LEGAL SERVICES .. 2-1. DIVISION 1 ..2-1. INTERPRETATION AND AUTHORITY ..2-1. Interpretation .. 2-1. Delegation of Authority by the Benchers .. 2-2. Panels of the Credentials and Education Committee .. 2-2. Review and Determinations by Executive 2-2. Referrals by the Executive Director to the Credentials and Education Committee .. 2-3. Appeals of Decisions by the Executive Director .. 2-3. Pre-Hearing Conferences .. 2-3. Committee/Panel Process .. 2-3.

8 DIVISION 2 ..2-4. STUDENTS-AT-LAW ..2-4. Interpretation .. 2-4. Articling Recruitment Activity .. 2-5. First Year Summer Student Recruitment Activity .. 2-5. General Academic Requirements .. 2-5. Evaluation of Canadian Common-law degrees .. 2-6. Evaluation of Other Law Degrees .. 2-6. Transitional Matters - Academic Requirements .. 2-6. Authority to Impose other Requirements .. 2-7. Deadlines and Documentation Required for Admission as a Student-at-Law .. 2-8. Character and Reputation Procedure .. 2-8. Conditions Precedent to Providing Legal Services as a Student-at-Law.

9 2-8. Legal Services that May be Provided .. 2-9. Articling Commencement Date .. 2-11. Qualifying as a Principal .. 2-11. Required Articling Term .. 2-12. Articles of Clerkship and Education Plan .. 2-13. Duty to Notify the Society of a Change in Working Arrangements .. 2-14. Assignment of Articles .. 2-14. Termination of Articles .. 2-14. Documentation Required on Completion of Articles .. 2-15. Termination of Registration of Student-at-Law .. 2-15. Interpretation .. 2-16. Version #: 2022_V1. January 1, 2022 Law Society of Alberta The Rules of the Law Society of Alberta _____.

10 Standard Requirements for Successful Completion .. 2-16. Enforcement of Requirements .. 2-16. Exceptions to Standard Requirements Absence, Deferral, Re-marking, Supplementals, Appeals and Repeating the Course .. 2-16. Limitations to Exceptions .. 2-16. Transitional Matters for the CPLED Program .. 2-16. Exchanging Information .. 2-17. DIVISION 3 ..2-17. APPEALS FROM TRANSFER AND OTHER EXAMINATIONS ..2-17. Interpretation .. 2-17. Status to Appeal - CPLED 2-17. Status to Appeal - Transfer and Other Examinations .. 2-17. Scope of Review .. 2-18. Filing for 2-18. Time Limits.