Solicitors Certificates, Mortgages & Guarantees – Risky Business

Sometimes, the most simple and straightforward tasks can hold the greatest potential for problems – this is certainly the case with Solicitors Certificates. Irrespective of whether the certificate is being sought by “walk-in” or long-standing clients, Solicitors Certificates are loaded with risks and due diligence is paramount when advising on and executing these documents. 

Proper execution can be difficult given time and cost limitations, not to mention the pressure from clients to ‘sign off’ on what they may view as just another administrative loan document. 

This seminar will discuss key tips and traps in this nuanced area, including:  

• E stablishing identity – are you taking reasonable steps? 
• Client advice and file management. 
• Signing and witnessing documents virtually or remotely. 
• Conflicts of interest. 
• Duty to give clients third–party advice, e.g. financial advice – where is the line drawn for you as a practitioner? 
• Time and costing the file. 
•  “Walk-ins” vs existing clients. 
• Comprehension of loan and guarantee documents – observing rule 11 of Legal Profession Uniform Legal Practice (Solicitors) Rules 2015. 
• Real life lessons learnt and recent claims - common and serious errors made by practitioners. 
• Awareness of the supportive services for practitioners – what to do if you need assistance.  

Don't miss this key seminar to minimise risk exposure and avoid being caught up in another Amadio-style dispute. 

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