Conveyancing Quality Scheme Toolkit
The Law Society
9781907698200 (ISBN)
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The Law Society Conveyancing Quality Scheme is the new quality standard for residential conveyancers. Accreditation under the scheme will provide assurance to lenders, insurers, consumers and clients. The Conveyancing Quality Scheme Toolkit contains the core practice management standards that will help firms to become CQS accredited. The core practice management standards cover: - risk management - financial management - supervision and operational risk management - client care - file and case management. The toolkit contains template policies and documents, all of which are provided on the book's accompanying free CD-ROM, enabling you to customise them as needed. The scheme is already supported by the Building Societies Association, the Association of British Insurers and the Council of Mortgage Lenders. If a practice has achieved the Lexcel standard, it will have already satisfied the implementation of the core practice management standards.
Financial Management: 1. Financial management procedures; Supervision and Operational Risk Management: 1. Management structure of the firm; 2. Supervision policy; 3. File review policy; 4. Standard file review - purchase; 5. Standard file review - sale; 6. Risk management policy; 7. Risk management analysis spread sheet; 8. Business continuity plan; 9. Business continuity monitoring form; 10. Mortgage fraud policy; 11. Anti-money laundering; 12. Email policy; Client Care: 1. Client care policy; 2. Standard terms and conditions of business for conveyancing clients; 3. Client satisfaction questionnaire; 4. Client complaints policy; File and Case Management: 1. Procedure for acceptance of new matters and allocation of work; 2. Client instruction form; 3. Initial letter to client; 4. Policy for the giving of undertakings; 5. File management procedures; 6. Risk notice; 7. File risk assessment and conflict of interests check form.
| Erscheint lt. Verlag | 8.7.2011 |
|---|---|
| Verlagsort | London |
| Sprache | englisch |
| Themenwelt | Recht / Steuern ► EU / Internationales Recht |
| Recht / Steuern ► Privatrecht / Bürgerliches Recht ► Sachenrecht | |
| ISBN-13 | 9781907698200 / 9781907698200 |
| Zustand | Neuware |
| Informationen gemäß Produktsicherheitsverordnung (GPSR) | |
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