CQS Policy Templates: Documents to Adapt for Your Firm
Preparing or replacing your firm’s CQS policies? A template provides a drafting framework, but the adopted document should describe your practice’s responsibilities, systems, supervision and working procedures.
These articles explore individual CQS CPMS policies, what firms should consider when drafting them and how to connect the written requirements with everyday conveyancing work.
Purchase a starting point for your CQS policies
Browse Lexsure’s CQS CPMS Policy Template Library for individual policies or the full policy set. Choose the documents your firm needs, then adapt them to its work and procedures.
Browse and buy CQS policy templates →
Template purchases do not include subsequent updates. Ongoing policy notifications are available separately.
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Drafting A CQS Dealing with Lender Policy Template
Section 6.4 of the 2022 Conveyancing Quality Scheme (CQS) Core Practice Management Standards (CPMS) requires CQS-accredited law firms to have a Dealing with Lenders Policy in place. However, it has been brought to my attention that SROs face challenges in formulating this particular CQS policy. A meticulously formulated CQS Dealing with Lenders Policy, should accurately…
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CQS Purchase of a Leasehold Policy Template
In 2019, the Solicitor’s Regulation Authority identified shortcomings in conveyancing firms regarding client information on property ownership. A review revealed that 23% of firms could not differentiate between freehold and leasehold titles. The CQS CPMS standard now requires accredited practices to maintain appropriate leasehold policies, yet many fail to comply effectively.