Information Management and Security Policy
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A Conveyancing Portal Request Arrives. Who Is Authorised to Share the Documents?
An estate agent requests the buyer’s source-of-funds documents through a shared portal. A mortgage broker asks for the Report on Title. A member of staff uploads a document without realising that everyone invited to the transaction workspace can see it. The portal may be secure. The disclosure may still be inappropriate. Conveyancing firms need to…
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Scan and Destroy? Keeping Original Conveyancing Documents
When determining whether to shred scanned conveyancing documents, consider ownership, legal significance, client obligations, and potential disputes. A one-size-fits-all disposal policy is inadequate; assess each document’s treatment based on its context. Ensure electronic records are complete and develop an authorized disposal process, documenting all steps taken throughout the lifecycle.