Even seemingly routine Solicitors’ Certificates can carry significant professional and liability risks. Whether you’re advising a regular client or a last-minute “walk-in”, the stakes are high. Time pressure, cost constraints, and clients who treat loan documents as a mere formality all make careful due diligence essential.
This seminar provides practical guidance on managing risks when advising on mortgages, guarantees, and third-party securities, and offers strategies to ensure your advice, process, and documentation withstand scrutiny.
This session will cover:
- Verifying identity – What constitutes “reasonable steps” in practice.
- Client advice & file management – Documenting understanding and instructions.
- Virtual witnessing and execution – Practical issues and current requirements.
- Conflicts of interest – When you must decline to act.
- Scope of advice – Where your duty ends (and when to suggest financial advice).
- Costing the file & managing time pressures.
- Walk-ins vs ongoing clients – Different approaches to risk.
- Comprehension and informed consent – Meeting obligations.
- Recent claims and real-world lessons – Common pitfalls and how to avoid them.
Don’t risk being caught in an Amadio-style dispute – learn how to protect yourself and your practice while providing clear, confident advice.
What is included:
Videos of the presentation in mp4 format.
Paper materials in pdf format.
* This Webcast does not allow WA practitioners to claim CPD points
