Key Risk Checklist: Advice on Equity Release Products
Taking instructions Explore with the client: Did the client obtain financial advice before seeing you? If not, recommend the client seeks financial advice first. Have other alternatives been...
View ArticleKey Risk Checklist: Enduring Powers of Attorney
The post Key Risk Checklist: Enduring Powers of Attorney appeared first on Legal Practitioners' Liability Committee.
View ArticleKey Risk Checklist: Personal Property Securities Act 2009 (Cwlth) practice...
Office management Develop an office policy on Personal Property Securities Act 2009 (Cwlth) (PPS Act) issues and distribute the policy to all staff. Some examples of matters to include in the policy...
View ArticleKey Risk Checklist: Sale of land – questions for the vendor
Instructions Please circle yes or no as applicable. Please provide the additional information as indicated e.g. a copy of your title(s). If you do not know the answer or are unable to provide the...
View ArticleProperty websites checklist
List of websites and comments Property reports http://services.land.vic.gov.au/landchannel/jsp/reports/ReportsIntro.jsp Comment – planning report and bushfire prone report. Note s. 32C(b) of the Sale...
View ArticleKey Risk Checklist: Risk management strategies for litigation
Before accepting instructions in a matter carefully consider whether you can act: for this client in this matter at this time – and do so bearing in mind the duties you will have to that client and the...
View ArticleRisk management audit checklist
The post Risk management audit checklist appeared first on Legal Practitioners' Liability Committee.
View ArticlePolicies for law firms
This document contains a list of policies (and some procedures) firms have told us they use. Not all firms have all of these policies. In some instances several of these policies could be amalgamated...
View ArticleKey Risk Checklist: Solicitor’s certificates for borrowers or surety providers
Solicitor’s certificates for borrowers or surety providers Allocate only one person in the office to give solicitor’s certificates. Confine the provision of a solicitor’s certificate to existing...
View ArticleKey Risk Checklist: Witnessing an Enduring Power of Attorney
Date: Time commenced: Time finished: In attendance Principal: Solicitor: Other witness: Photo identification of principal. – Specify form of identification produced eg driver’ s licence, passport...
View ArticleKey Risk Checklist: Advice on Equity Release Products
Taking instructions Explore with the client: Did the client obtain financial advice before seeing you? If not, recommend the client seeks financial advice first. Have other alternatives been...
View ArticleKey Risk Checklist: Enduring Powers of Attorney
The post Key Risk Checklist: Enduring Powers of Attorney appeared first on Legal Practitioners' Liability Committee.
View ArticleKey Risk Checklist: Personal Property Securities Act 2009 (Cwlth) practice...
Office management Develop an office policy on Personal Property Securities Act 2009 (Cwlth) (PPS Act) issues and distribute the policy to all staff. Some examples of matters to include in the policy...
View ArticleKey Risk Checklist: Sale of land – questions for the vendor
Instructions Please circle yes or no as applicable. Please provide the additional information as indicated e.g. a copy of your title(s). If you do not know the answer or are unable to provide the...
View ArticleProperty websites checklist
List of websites and comments Property reports http://services.land.vic.gov.au/landchannel/jsp/reports/ReportsIntro.jsp Comment – planning report and bushfire prone report. Note s. 32C(b) of the Sale...
View ArticleKey Risk Checklist: Risk management strategies for litigation
Before accepting instructions in a matter carefully consider whether you can act: for this client in this matter at this time – and do so bearing in mind the duties you will have to that client and the...
View ArticleRisk management audit checklist
The post Risk management audit checklist appeared first on Legal Practitioners' Liability Committee.
View ArticlePolicies for law firms
This document contains a list of policies (and some procedures) firms have told us they use. Not all firms have all of these policies. In some instances several of these policies could be amalgamated...
View ArticleKey Risk Checklist: Solicitor’s certificates for borrowers or surety providers
Solicitor’s certificates for borrowers or surety providers Allocate only one person in the office to give solicitor’s certificates. Confine the provision of a solicitor’s certificate to existing...
View ArticleKey Risk Checklist: Witnessing an Enduring Power of Attorney
Date: Time commenced: Time finished: In attendance Principal: Solicitor: Other witness: Photo identification of principal. – Specify form of identification produced eg driver’ s licence, passport...
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