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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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.…
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CQS Dealing with Lenders Policy – What’s the Point?
The primary objective of a Dealing with Lenders Policy is to make it clear that when acting on a purchase or remortgage, the lender is just as much your client as the borrower. Therefore, one has a professional duty to follow their instructions. This is reinforced in the 2022 CQS Core Pratice Managment Standards. When…