Risk video bite – Adequate security or loans

7 June, 2019

Presenter: Matthew Rose, LPLC Risk Manager

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Risk video bite – Attention to detail in wills and estates

2 May, 2019

Presenter: Heather Hibberd, LPLC Chief Risk Manager

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Risk video bite – Systems save claims

5 April, 2019

Presenter: Stephen Bubb, LPLC Risk Manager

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Risk video bite – Buying or selling a small business

1 March, 2019

Presenter: Matthew Rose, LPLC Risk Manager

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Risk video bite – Define what you do

7 December, 2018

Presenter: Stephen Bubb, LPLC Risk Manager

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Retainer going nowhere? Don’t let it drift!

30 November, 2018

What steps should you take to ensure your potential new client provides complete instructions? What if the proposed work is complicated by the involvement of an intermediary purporting to have the client’s authority, such as a spouse, child, relative, friend or another advisor? It is risky to just let the matter drift without proactively managing […]

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When seven years isn’t long enough

16 November, 2018

How long should you keep your file after a matter has concluded? Some practitioners routinely destroy files seven years after closure with client authorisation. In some instances experience tells us you should keep files for longer, especially where a cause of action can accrue more than six years after the retainer has ended. Retaining files […]

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Risk video bite – Stop and think

2 November, 2018

Presenter: Matthew Rose, LPLC Risk Manager

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Fraudsters: don’t let them in!

26 October, 2018

If a complete stranger appeared at your door and invited themselves into your home, would you let them in? Probably not. Then why do so many people open the door to cyber-criminals on their computers? A common misconception is that most cyber-crimes involve hacking: the use of computer technologies to gain access to computers and […]

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Be sure before disbursing trust money

19 October, 2018

When acting as stakeholder, you need to check that any conditions for disbursing the money have been strictly met and keep appropriate documentary evidence. In one claim, a practitioner acted for a company that was to be nominated by an affiliate as the purchaser of a property for development. The client needed to raise capital […]

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