The Pre & Post - Completion Checklist - Do You Know What You Are Missing?
Description
45 Mins

Almost all firms have a pre-completion checklist that they use, either on the side of the file or a paper checklist. But how often does your firm update that checklist and how comprehensive is it? This free 45-minute webinar focuses on what your pre-completion checklist should look like and how the latest technologies can help reduce mistakes and insurance premiums.

The free webinar will pay particular attention to the following areas:

  • Areas of concern for PI Insurers
  • Source of Funds and the The European Union’s Fourth Anti-Money Laundering Directive
  • Lender Compliance - How can a checklist ensure that you are up to date with the latest requirements
  • How a pre-completion checklist can build your post completion workflow.

The webinar will demonstrate example checklists within the COMPLETIONmonitor system

Tue Nov 2, 2021
10:30AM
Tue Nov 16, 2021
10:30AM

Please Note: Webinars are only available to law firms regulated by CLC or SRA in England and Wales. You must specify the firm that you are working for. Registrations from generic email domains such a gmail.com or btconnect.com will not be accepted. Regulators, Lenders and Insurers are welcome to book personal webinars by contacting Lexsure directly.