In an increasingly digitalised and modern world, paper is being swapped for online documents, and instruction taking practices have been radically changed. We embrace change here at CTT Group. But we also understand the need to accommodate and risk assess these developments.
Do you know all the risks involved in virtual instruction taking for yourself and your business? More importantly, do you know what you can do to mitigate those risks?
Join our Client Care Team Leader Elizabeth Shimmell and & Our Junior in-House Counsel, Michael Hughes (LL.B (Hons)) Trainee Solicitor in CTT Law Ltd for a review of instruction taking practices, and confirmation that you are following best practice in the virtual world.
Agenda:
Risk and future claims against the instruction taker
Potential claims that could arise and what you can do to protect yourself
Larke v Nugus and a reminder of case law in this area
Paperless working and how it can help
Virtual instruction taking
Capacity when taking instructions virtually
How to know who you are taking instructions from
Overcoming client objections to testamentary capacity assessments
How to ID your client
What ID is acceptable?
How to obtain ID securely
What checks are carried out on the ID?
