The Conveyancing Association

AP1s from Deeds - one step closer to requisition free Post Completion?
2024-06-19 11:00 - 11:45 (Europe/London)
During this webinar, we will demonstrate how our technology automatically extracts data from TR1s, TP1s, and Charges to accurately populate your AP1s. You’ll discover how discrepancies are effortlessly highlighted for quick rectification.
Key advantages include:
• Eliminating data mismatches between AP1s, TR1s, and TP1s.
• Automating over 95% of AP1 form population.
• Streamlining the inclusion of details from Deeds, including personal representatives and executors.
• Consistency across all documents with automated cross-referencing.
Book now!

Property Report Search Refresh
2024-06-12 11:00 - 11:45
Property Report from InfoTrack allows you to produce high-quality, personalised reports on title that are smart, accurate, compliant and tailored to your reporting needs.
Join us as we demonstrate how you can do the following using Property Report:
• order searches on a matter and start a report without having to wait for the results
• benefit from the search information populating into the existing report once the results return
• report as the matter progresses, supporting the CQS requirement to ensure clients are kept informed at every stage of the conveyancing process
Book now to find out more!

Take a tour of the new eCOS customer portal
2024-06-05 11:00 - 11:45, 2024-05-16 11:00 - 11:45
Join eCOS Head of Product David Rawson for a demo of the newly released eCOS customer portal. Discover a streamlined, intuitive interface that simplifies the entire onboarding experience.
We’ll look at mobile and desktop journeys, showing how we can get your client to verify their identity and their funds – and provide you with the key information you need to get started with a matter … faster than ever before!
Book now!

Digital Move: The Evolution of Conveyancing, Leeds
2024-06-05 09:30 - 16:30 | Where: The Terrace, 3 Wellington Place, Leeds, LS1 4AP
When: Wednesday 5th June 2024
Where: The Terrace, 3 Wellington Place, Leeds, LS1 4AP
Venue Meeting Room: Skyline Room
Time: 9:30am – 4:30pm
Cost: Limited-time reduced rate of £30.00 per delegate*
IQ Legal Training CPD Topic: Building Safety Act Update
BOOK NOW
*Eventbrite fees may apply

10 Good Habits when dealing with TA forms
2024-05-23 15:30 - 16:30
10 Good Habits when dealing with TA forms
Date: 3.30 – 4.30pm, Thursday, 23rd May
This webinar will explore the correct approach to be taken when advising a seller or buyer on the content of TA forms, and examine:
Acting for the seller –

What should be explained to seller client before the TA forms are completed and the duty on the seller to provide an update
Dealing with TA7 forms
Dealing with the revised TA6 and what explanation or advice should be given to the client

Acting for the buyer –

What should be explained to the buyer and what advice should be given

Case Law –

What can we learn about the potential for misrepresentation from recent case law

Book your place here.

Why a Utility search is essential in redevelopment projects
2024-05-21 11:00 - 13:00
Tuesday 21st May 2024 at 11am
What you will learn
The 30 minute session will focus on why utility searches are essential part of due diligence in redevelopment projects where groundworks are occurring, such as a major redevelopment of a site acquisition or land being considered for new build housing, and will cover:

When a utility report is required and why
The development life cycle and where utility reports sit
Compliance with PAS128
Case study – what can happen in extreme cases
Report options and what they contain

Book your place here.

CLS Webinar | A Guide to Planning and Building Regulations
2024-05-21 11:00 - 12:00
Tuesday 21st May | 11:00am
https://register.gotowebinar.com/register/8271463685528664405

IQ Legal Training Webinar | SDLT Tips and Traps
2024-05-16 14:00 - 15:00
Thursday 16th May | 2:00pm – 3:00pm
https://register.gotowebinar.com/register/1120664470314347616

AGM, Legal and All Member Meeting
2024-05-16 12:00 - 23:00
The AGM and Member Meeting is being held on 16th May at Dual Asset, 1 Creechurch Place, London, EC3A 5AF starting at 12:00pm for Lunch.

These quarterly meetings provide an opportunity for members to come together with an expert panel of speakers to share knowledge, make decisions and take a key role in the advancement of the conveyancing sector.
Every meeting is an experience, with the opportunity to make valuable connections, while also re-connecting with your fellow members in a more relaxed setting.
The Agenda includes:
🏠 Comprehensive Policy Update – Beth Rudolf, Director of Delivery
🏠 Customer Complaints Handling – Jenny Screech an insurers perspective from Professional Indemnity Specialist, Howden (UK), followed by insights from industry expert Clare Yates MNAEA, CY Training and practical solutions by Paul Sanders from Legal Eye.
🏠 Future payment settlements – The Bank of England update on their Synchronisation Project followed by a panel discussion by potential synchronisation operators LMS and PEXA and what this will mean for conveyancers ways of working and existing business models.
🏠 Menopause in the Workplace – Well being expert Nicola Green Assoc CIPD
Continuing competence/continuing compliance
Through attending the meetings CA members can fulfil their annual training requirements, ensuring their professional knowledge and skills remain up to date.
Networking Drinks
Join your fellow attendees for a drink’s reception. This is the perfect opportunity to network and re-connect with your fellow members in a more relaxed setting.
We look forward to welcoming you!

Sponsored by Dual Asset

Legal Members Meeting on the 16th May 2024

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Digital Move: The Evolution of Conveyancing, Brighton
2024-05-15 09:30 - 16:30 | Projects The Lanes, Nile House, Nile Street, Brighton, BN1 1HW
Digital Move: The Evolution of Conveyancing, Brighton
When: Wednesday 15th May 2024
Where: Projects The Lanes, Nile House, Nile Street, Brighton, BN1 1HW
Venue Meeting Room: The Globe Room
Time: 9:30am – 4:30pm
Cost: Limited-time reduced rate of £30.00 per delegate*
IQ Legal Training CPD Topic: Avoiding Negligence in Residential Conveyancing
BOOK NOW
*Eventbrite fees may apply

Complaints, errors and claims and how to successfully manage them
2024-05-14 11:00 - 12:00
Preventing and managing complaints can prove challenging, which is why we’ll be joined by Phil Edwards, Managing Director at Quality PI, and Business Consultant Lisa Summerton, who together will help you with essential strategies for preventing and effectively managing complaints, including:
– understanding the difference between complaints, circumstances and claims;
– recognising the precursors to a claim, and what to do about it;
– understanding where claims are likely to come from, and why;
– identifying potential complaints early on and implementing proactive measures to mitigate them compliantly;
– understanding the importance of fitting in with your insurer’s policy wordings;
– learning and improving from past mistakes.
Don’t miss this opportunity to enhance your skills in complaint management, whilst bolstering client satisfaction.
Register now!

Understanding Commercial Environmental Reports and climate change impacts with Groundsure
2024-05-07 11:00 - 12:00
An environmental report is a small, but crucial, piece of a much larger puzzle for commercial property transactions, which can reveal issues that may impact your client’s property, future plans for the property, and potentially, the monetary value of the property.
This session will cover the foundations of a Commercial Environmental Report and how it helps solicitors’ compliance for this aspect of a commercial transaction.
We’ll be joined by Iryna Minimurzina, Strategic Account Manager at Groundsure, who will cover:
• The key aspects of a Commercial Report;
• The data used within them;
• The environmental risks associated with Commercial transactions;
• Understanding ClimateIndex and latest EPC data;
• How future risks could impact Commercial sites.
Book now to keep up to date!

AP1s from Deeds - one step closer to requisition free post-completion?
2024-04-24 11:00 - 11:45

10 Good Habits for Conveyancers Dealing with Risk – Anti-Money Laundering
2024-04-23 15:30 - 16:30
Property search and data specialists, tmgroup and IQ Legal Training, are teaming up to deliver a suite of free webinars on the crucial topic of risk management for residential conveyancers, highlighting the key good habits conveyancers should adopt when dealing with fraud, claims and anti-money laundering.
Each live webinar lasts one hour and will reveal the most effective approaches to managing risk during the residential transaction with greater clarity and confidence.
What’s included?

Guidance from professional bodies and lessons to be learned
How far do you go with sources of funds from the client and third parties?
What can cause problems?
Lessons from case law

The webinar offers the perfect opportunity for residential conveyancers of all levels to stay informed and up-to-date, and will include extensive delegate notes and time for questions. Places are limited, so book now to avoid disappointment.

Understanding Commercial Utilities with Groundsure
2024-04-23 11:00 - 12:00
Prior to commencing any site work involving ground penetration for new or existing developments, conducting utilities due diligence is essential as it is a mandatory health and safety requirement.
Paul Gibson, Product Manager, and Daniel Slater, Head of Commercial, both at Emapsite, will be joined by Andrew Crawshaw, Strategic Account Manager at Groundsure and together they will look at:
Understanding the key alliance – Technics, Emapsite and Groundsure
Why underground asset search is essential
– Use case
– Regulatory
The product range and value
– Utility Essentials
– Utility Premium
– Utility Fast Track
Looking inside a report
– Structure
– Content
– Functionality
Book now!

AML Update 2024 - using technology to support your compliance
2024-04-02 12:00 - 13:00
AML guidance and expectations have changed considerably in recent months. Last summer and March 2024 brought about SRA sectoral risk assessment updates, and last autumn delivered a significant change in tone from the SRA in relation to their expectations of regulated practices. Not to mention the SRA AML Thematic Review Report, which contained the SRA Warning Notice in relation to client/matter risk assessments.
The SRA’s Warning Notice was accompanied by their own client/matter risk assessment template, which clearly sets the benchmark for the regulator’s expectations for what practices need to have in place to meet their Regulation 28 obligations under the Money Laundering Regulations 2017.
We’ll be joined by Tracy Thompson, from Tracy Thompson Associates, who will provide important updates relating to all SRA publicised guidance since July 2023, to ensure you are equipped with the knowledge required to ensure you do not fall foul of the Money Laundering Regulations, or the SRA.
We’ll also look at how technology can support and improve practices, with dynamic tools and solutions available through InfoTrack.
Book now to stay ahead.

How to manage your mining risk
2024-03-28 11:00 - 12:00
Mining is a major factor requiring searches and risk assessment in residential property transactions today. It not only offers protection to the buyer, but it is often a mandatory requirement of lenders, particularly where the property is located in a known mining area.
Navigating mining risk assessments can be tricky or overwhelming as conveyancing has become increasingly more complex as the years have gone on, with more information, more technology and more tools.
That’s why property search and data specialists, tmgroup and Groundsure, are inviting residential conveyancers to come along to a free training webinar and learn how to manage mining risks.
This session looks at what recommendations and tools you have available to help manage mining risk in residential transactions.

How do we make these tools work for you?
What early steps can you take to help manage mining risk in the most accurate and efficient way?
What are the key sections of a mining search and how might you highlight these to a client?
What tools do you have before and after the report has been ordered and is in your possession?

This session will answer all these questions for legal professionals, explain what’s in the mining report based on due diligence requirements, and how to make reporting to your clients simple and straightforward.
For details of further free educational webinars on risk management, visit tmgroup’s website.

Insurance Distribution Directive – Guidance for Law Firms
2024-03-25 11:00 - 12:00
From time to time during the conveyancing process, title defects may come to light, or time constraints or delays may force transactions to proceed with no searches or expired searches in place. How legal firms manage these types of risks is paramount.
Indemnity insurance policies can be a way to reduce the buyer’s risk while keeping the transaction on track. That’s why property search and data specialists, tmgroup and CLSQ, are teaming up to deliver an educational webinar to help law firms understand the compliance requirements of the Insurance Distribution Directive (IDD) when arranging insurance.
The IDD governs the design and distribution of insurance products, with a focus on enhancing consumer protection standards and ensuring that the products offered align with consumers’ needs.
This hour-long webinar will give legal practitioners an understanding of the IDD’s regulations and reveal common myths and misconceptions and the consequences of non-compliance.
Presented by CLSQ in association with guest speaker, Tracey Calvert, Regulatory Compliance Specialist at Oakalls Consultancy, the session will cover:

IDD background and overview
The legislation and requirements
The legal regulators’ stance on IDD
The consequences of non-compliance
The responsibility of the IDO
Myths and misconceptions
Q&A

The webinar is a unique opportunity for residential conveyancers of all levels to learn about IDD compliance, and will include time for questions.

AP1s from Deeds - one step closer to requisition free post completion?
2024-03-21 11:00 - 11:45
During this webinar, we will demonstrate how our technology automatically extracts data from TR1s, TP1s, and Charges to accurately populate your AP1s. You’ll discover how discrepancies are effortlessly highlighted for quick rectification.
Key advantages include:
• Eliminating data mismatches between AP1s, TR1s, and TP1s.
• Automating over 95% of AP1 form population.
• Streamlining the inclusion of details from Deeds, including personal representatives and executors.
• Consistency across all documents with automated cross-referencing.

Digital Conveyancing Maturity: Learn from the leaders
2024-03-20 14:00 - 15:00
How are firms adopting and maximising their use of digital tools in conveyancing? Following the launch of the Digital Conveyancing Maturity Report 2024, we’re joined by a panel of firms who scored highly and made impressive improvements to their digital maturity score. We’ll be joined by Mike Leeman, Managing Partner at Bell Lamb & Joynson, Fiona Capehorn, Director and Head of Conveyancing and Karen Coles, Senior Conveyancer at Foxfield Solicitors, and Bruce Giffin, Founder and CEO at Eden Conveyancing.
In this one-hour session, our panel will share their insights on digital conveyancing including:
– Which digital conveyancing tools are providing the most value for their firms
– How they approach adopting new technologies and getting staff buy-in
– Why it’s important to keep pace with advances in digital solutions in conveyancing
– Top tips for how your firm can approach improving your digital conveyancing maturity score and access the benefits that come with it

10 Good Habits for Conveyancers Dealing with Risk – Claims
2024-03-20 11:15 - 12:15
Property search and data specialists, tmgroup and IQ Legal Training, are teaming up to deliver a suite of free webinars on the crucial topic of risk management for residential conveyancers, highlighting the key good habits conveyancers should adopt when dealing with fraud, claims and anti-money laundering.
Each live webinar lasts one hour and will reveal the most effective approaches to managing risk during the residential transaction with greater clarity and confidence.
What’s included?

Lessons from underwriters and insurers – an overview of conveyancing claims
Scoping and monitoring the retainer – things to look out for
Acting for the buyer – due diligence and best practice
Reporting on title – if Goldilocks were a client, which report on title would be just right?
Other areas of concern including an overview of problem areas in residential conveyancing

The webinar offers the perfect opportunity for residential conveyancers of all levels to stay informed and up-to-date, and will include extensive delegate notes and time for questions. Places are limited, so book now to avoid disappointment.

IQ Legal Training Webinar | Rights of Way and Highway Issues - tips and traps for conveyancers
2024-03-19 10:00 - 11:00
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:

Don’t forget the basics – what is an easement and how should it be protected?
Defining the right of way – legal and physical extent – tips and traps
Repair and maintenance – who is responsible for upkeep?
Varying rights of way – what is possible?
Can a right of way be extinguished?
What can we learn from recent case law?

Extensive notes will be provided and there will be an opportunity for delegate questions.

Navigating a high-risk environment – Cyber Security Essentials
2024-03-14 15:00 - 16:00
Cyber-attacks on law firms are on the rise. The SRA’s Risk Outlook report revealed criminals are employing more diverse and aggressive strategies, such as modifying emails, spyware, ransomware and hacking to access legal firm’s systems.
Risks and vulnerabilities are at nearly every turn, as every day tasks, from managing emails with sensitive information, to conducting identity checks or money transfers, making it a rich territory for criminals to infiltrate.
Conveyancers can mitigate their risks in a number of ways, and building a cyber ring of steel around their digital systems is an important step in that process.
That’s why property search and data specialists, tmgroup and LMS confirmly, are teaming up to deliver an educational webinar to give law firms the cyber security essentials needed for navigating a high-risk environment.
The hour-long webinar will undertake a review of the cyber security landscape and show you what cyber security tools and tactics law firms need to protect themselves and their clients from rising cyber threats.
Hosted by Mike Hughes, CTO and Emily Haskey, Senior Relationship Manager at LMS confirmly, the session will cover:

A review of the current state of play in the conveyancing sector
Best practice and guidance for your firm
confirmly law firm identity checking demonstration

Anti-money laundering: Getting it right and making a difference
2024-03-13 11:00 - 11:30
In 2023, anti-money laundering compliance experienced significant developments and legislative changes, encompassing updates in LSAG guidance and discrepancy reporting, and the handling of ‘underground banking’ risks. The heightened risks are underscored by the SRA’s annual AML report, revealing that 51% of AML risk assessments were either partial or non-compliant.
As fraud and money laundering continue to grow in the UK, it’s more important than ever for legal professionals to stay well-informed, maintain compliance, and foster professional collaboration.
Property search and data specialists, tmgroup, and anti-money laundering experts, Thirdfort, are teaming up to present a special training webinar to help law firms understand how to get their anti-money laundering practices right.
The free, live webinar lasts 30 minutes and will give legal practitioners best practice guidance on AML and fighting financial fraud.
Hosted by tmgroup and presented by Harriet Holmes, AML Services Manager at Thirdfort, the session will provide tips and guidance on conducting client due diligence, identifying red flags and implementing effective anti-money laundering procedures.
For details of tmgroup’s full range of risk management training webinars, or to learn more about their residential conveyancing risk management solutions, click here.

The Building Safety Act 2022 and other Post-Grenfell Legislation
2024-02-28 14:00 - 15:00
Navigating the complexities of the Building Safety Act, which has changed the nature of conveyancing for flats, can be challenging.
Richard Snape, Head of Legal Training, Davitt Jones Bould, will join us to look at some of the key issues and other recent statutory changes. Topics covered include:
• Building Safety Act 2022 and changes to building regulations;
• Leaseholder protections: problems with qualifying leaseholders, landlord’s certificates and leaseholder deeds of certificate;
• Changes to lease extensions as of December 26th 2023;
• Higher-risk buildings and registration by October 1st 2023;
• Higher-risk buildings requirements as of April 2024;
• The Fire Safety Act 2021;
• Changes to the Fire Safety Order 2005 as of October 1st 2023.
Register now to book your place!

How to manage your environmental risk
2024-02-27 11:00 - 12:00
This session looks at what questions and tools you have available to help manage environmental risk in residential transactions.
Conveyancing has become increasingly more complex as the years have gone on, with more information, more technology, and more tools. How do we make these tools work for you? What factors might you want to take into consideration? What parts of an environmental search are worth highlighting to a client? What tools do you have once the report has been ordered and is in your possession?
This session will try to answer all those questions, show you what’s in your environmental reports based on your due diligence requirements, and how to make reporting to your client simple and straightforward.

10 Good Habits for Conveyancers Dealing with Risk – Fraud
2024-02-21 11:15 - 12:15
Property search and data specialists, tmgroup and IQ Legal Training, are teaming up to deliver a suite of free webinars on the crucial topic of risk management for residential conveyancers, highlighting the key good habits conveyancers should adopt when dealing with fraud, claims and anti-money laundering.
Each live webinar lasts one hour and will reveal the most effective approaches to managing risk during the residential transaction with greater clarity and confidence.
What’s included?

What sort of fraud can conveyancers encounter – seller fraud, buyer fraud, lender fraud and professional fraud – an overview
Fraud prevention – CQS, Law Society Guidance and other professional guidance
Fraud and negligence claims’ lessons from case law
Tips, traps and best practice

The webinar offers the perfect opportunity for residential conveyancers of all levels to stay informed and up-to-date, and will include extensive delegate notes and time for questions. Places are limited, so book now to avoid disappointment.

Contract of Sale: Send Contract Packs in Seconds!
2024-02-21 11:00 - 11:45
Contract Packs can be unwieldy files to manage: Compiling multiple documents in one platform, saving to the matter and Case Management System, and then downloading to your desktop before emailing on to the purchaser’s solicitor doesn’t feel like an intuitive way of doing things…
Not only is this process slow and cumbersome, it also:
❌ Leaves files sitting unprotected on desktops
❌ Introduces the risk of the wrong files being sent to clients
❌ Means searching through email to prove that a pack has been sent
Join us on Wednesday 21 February to explore how InfoTrack’s new Contract Sharing functionality, enables you to send your Contract Pack directly from the Platform, meaning:
✅ Contract Packs arrive with purchasers’ solicitors more quickly
✅ You have a complete audit trail within InfoTrack,
✅ Your desktop stays free of unnecessary client files.
Register to learn more!

IQ Legal Training Webinar | Avoiding Negligence Claims in Residential Conveyancing
2024-02-20 11:30 - 12:30
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:

Scoping the retainer
Problems with due diligence searches, enquiries and client inspection
Avoiding claims by lenders
Providing appropriate reports on title
Complying with time limits
Problems with exchange and completion
Claims and land registration
Property fraud and negligence claims

Extensive notes will be provided and there will be an opportunity for delegate questions.
