Client Confidentiality & Conflicts for Conveyancing Support Staff - Live at Your Desk

Introduction

Conveyancing support staff are at the front line and must understand the importance of conduct issues that bind their regulated employers.

Avoiding breaches of confidentiality and being able to recognise a conflict of interest are two key risk management areas for conveyancing firms. Given the volume of calls and emails that support staff have to deal with, the risk of breaching the duty of confidentiality is high.

This practical virtual classroom seminar will give support staff in conveyancing teams an introduction to the key aspects of these two crucial areas of professional conduct along with the chance to ask questions.

What You Will Learn

This live and interactive session will cover the following:

• What is a conflict of interest?
• Do the SRA and CLC rules on conflicts differ?
• What is the duty of confidentiality to the client?
• How can the duty of confidentiality be breached?
• Things to look out for
• What to do if a conflict happens
• Tips to avoid breaches of confidentiality
• Practical examples

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.