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Onboarding Clients Tips and Traps

This webinar is suitable for residential conveyancers of all levels and experience and will explore -

  • Extracting key information from new clients

  • Verifying client identity

  • Identifying client's objective

  • Assessing risk

  • AML - tips and traps

  • Scoping the retainer - remembering the basics

Extensive notes will be provided and time allocated for delegate questions.

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Previous
22 September

Advising Co-owners

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Next
3 November

Recent Developments in Leasehold Conveyancing