CQS Conflict Handling Policy
Would your conveyancing team know when a conflict means the firm must decline instructions or stop acting?
A useful policy should help staff recognise concerns early, identify who can authorise a decision and record the reasons for acting. It should also explain when changing circumstances require a fresh assessment.
Need a structured starting point? Review Lexsure’s CQS Conflict Handling Policy template and available updates to strengthen your firm’s procedures.
Could your firm justify its decision to act?
A buyer asks you to withhold information from their lender.
Both parties want your firm to represent them. A referral
relationship puts pressure on a fee earner.
Give your team clear procedures for recognising
conflicts, escalating concerns and recording decisions.
Review Lexsure’s CQS Conflict Handling Policy template
and the individual updates available for existing policy owners.
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CQS Dealing with Lender Policy – Confidentiality
“It is imperative to give special attention to the duty of confidentiality when the Firm is representing both a borrower and a lender simultaneously. The Firm must thoroughly consider the implications if there are any changes in the purchase price or if it becomes aware of any other information that the lender would reasonably consider…
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CQS Conflict Handling Policy: Dual Representation, Lender Disclosure and Practical Safeguards
A CQS Conflict Handling Policy should help your conveyancing team decide when the firm can act, when a concern needs escalation and when it must stop acting. Those decisions can become difficult under pressure. A buyer asks you not to disclose something to their lender. An estate agent wants the firm to represent both parties.…