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X-WR-CALDESC:Events for The Conveyancing Association
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DTSTART;TZID=Europe/London:20240220T110000
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DTSTAMP:20260514T173752
CREATED:20240117T144255Z
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UID:8914-1708426800-1708430400@www.conveyancingassociation.org.uk
SUMMARY:eCOS and Perfect Portal for SOS users - the complete onboarding solution!
DESCRIPTION:Client onboarding is critical to starting strong relationships\, gathering the information you need efficiently\, and ensuring you meet your KYC and AML requirements. \neCOS is one simple platform\, for both you and your clients\, that includes matter specific client questionnaires\, digital ID and AML checks\, and Source of Funds and Wealth information gathering. \nJoin Justin Sparey\, Client Services Team Leader from SOS\, Rob Lawson\, Strategic Sales Manager from Perfect Portal and David Rawson\, Head of Product\, eCOS from InfoTrack\, on Tuesday\, 20 February\, to explore the full range of digital onboarding features available through integration with InfoTrack\, to allow your firm to exceed client expectations\, whilst keeping all case details in one centralised place\, including how eCOS: \n• allows you to extract the client’s information directly from their identity document\n• checks ID and PEP / Sanctions status against 12 official datasets\n• complies with the latest EU 5th Directive requirements\n• is HMRC Safe Harbour compliant\n• provides ongoing monitoring and alerts for 12 months \nTo learn more about the most convenient way to onboard\, book now!
URL:https://www.conveyancingassociation.org.uk/event/ecos-and-perfect-portal-for-sos-users-the-complete-onboarding-solution/
LOCATION:Merseyside
CATEGORIES:Online Webinar
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DTSTART;TZID=Europe/London:20240220T113000
DTEND;TZID=Europe/London:20240220T123000
DTSTAMP:20260514T173752
CREATED:20240111T115924Z
LAST-MODIFIED:20240111T115924Z
UID:8863-1708428600-1708432200@www.conveyancingassociation.org.uk
SUMMARY:IQ Legal Training Webinar | Avoiding Negligence Claims in Residential Conveyancing
DESCRIPTION:Ian Quayle\, Chief Executive at IQ Legal Training\, is pleased to present this FREE 1-hour webinar session suitable for residential conveyancers of all levels and experience and will explore the following: \n\nScoping the retainer\nProblems with due diligence searches\, enquiries and client inspection\nAvoiding claims by lenders\nProviding appropriate reports on title\nComplying with time limits\nProblems with exchange and completion\nClaims and land registration\nProperty fraud and negligence claims\n\nExtensive notes will be provided and there will be an opportunity for delegate questions.
URL:https://www.conveyancingassociation.org.uk/event/iq-legal-training-webinar-avoiding-negligence-claims-in-residential-conveyancing/
LOCATION:Merseyside
CATEGORIES:Online Webinar
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