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CQS Protocol in Practice

Course Description

Overview

  • 1.5 hours
  • Intermediate
Use of the Law Society’s Conveyancing Protocol is required for CQS-accredited conveyancers. Understanding the obligations required of you when using the Protocol will help you maintain high standards of professionalism, and ensure transparency and efficiency when acting in conveyancing transactions.

In short, easy-to-understand modules, you’ll cover the key issues and risks facing conveyancers today, including AML risk assessment, advising leasehold buyers, reporting matters to lender clients, minimising risks when advising on SDLT/LTT, and complying with undertakings.

Learning outcomes

By taking this course, conveyancers should have a greater understanding of:

  • The general obligations of the Law Society Conveyancing Protocol.
  • The procedures to follow when acting for the buyer/seller.
  • Completing the relevant Transaction forms.

What this will cover

This course consists of four modules.

  1. 1. General Obligations and Instructions (by Anna Newport)
  2. 2. Pre-exchange – Submitting a Contract (by David Keighley)
  3. 3. Exchange of Contracts (by Sarah Dwight)
  4. 4. Completion and Post-Completion (by Surekha Gangakhedkar and Tracey Calvert)

Module 1: General Obligations and Instructions (35 min)

E-learning

In this module, we look at an overview of the risk assessments you are required to carry out, as well as your obligations when taking instructions from and giving information to your seller, buyer and lender clients.

Module 2: Pre-exchange – Submitting a Contract (20 min)

E-learning

In this module, training and guidance is given on your obligations under the Protocol when submitting a contract.

Module 3: Exchange of Contracts (15 min)

E-learning

In this module, training and guidance is given on the appropriate Law Society formulae for exchange of contracts.

Module 4: Completion and Post-Completion (20 min)

E-learning

In this module, training and guidance is given on your obligations under the Protocol during completion and post-completion.

Assessment (complete e-learning to unlock)

Exam

The assessment consists of 20 multiple choice questions. In order to pass the assessment you must achieve a mark of 80%. The assessment can only be taken a maximum of three times before the course must be taken again.