{"id":14693,"date":"2024-02-08T12:08:22","date_gmt":"2024-02-08T12:08:22","guid":{"rendered":"https:\/\/ctt-group.co.uk\/?post_type=training-event&#038;p=14693"},"modified":"2024-10-03T14:51:53","modified_gmt":"2024-10-03T13:51:53","slug":"know-your-client-risk-capacity-identity-in-virtual-instruction-taking-2","status":"publish","type":"training-event","link":"https:\/\/ctt-group.co.uk\/training-event\/know-your-client-risk-capacity-identity-in-virtual-instruction-taking-2\/","title":{"rendered":"Know Your Client &#8211; Risk Capacity, Identity in Virtual Instruction Taking"},"content":{"rendered":"<div class=\"standard-content container wp-block \">\n\t\t<div class=\"content\">\n\t\t\t<p>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.<\/p>\n<p>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?<\/p>\n<p>Join our Client Care Team Leader Elizabeth Shimmell and &amp; 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.<\/p>\n<p>&nbsp;<\/p>\n<h2>Agenda:<\/h2>\n<h2>Risk and future claims against the instruction taker<\/h2>\n<p>Potential claims that could arise and what you can do to protect yourself<\/p>\n<p>Larke v Nugus and a reminder of case law in this area<\/p>\n<p>Paperless working and how it can help<\/p>\n<h2>Virtual instruction taking<\/h2>\n<p>Capacity when taking instructions virtually<\/p>\n<p>How to know who you are taking instructions from<\/p>\n<p>Overcoming client objections to testamentary capacity assessments<\/p>\n<h2>How to ID your client<\/h2>\n<p>What ID is acceptable?<\/p>\n<p>How to obtain ID securely<\/p>\n<p>What checks are carried out on the ID?<\/p>\n\n\t<\/div>\n\t<div class=\"wrapper\">\n\t<\/div>\n\t<div class=\"inner-wrapper before-bg-color\">\n\t<\/div>\n<\/div>\n","protected":false},"featured_media":887,"parent":0,"menu_order":0,"template":"","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Know Your Client - Risk Capacity, Identity in Virtual Instruction Taking - CTT Group<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ctt-group.co.uk\/training-event\/know-your-client-risk-capacity-identity-in-virtual-instruction-taking-2\/\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ctt-group.co.uk\/training-event\/know-your-client-risk-capacity-identity-in-virtual-instruction-taking-2\/\",\"url\":\"https:\/\/ctt-group.co.uk\/training-event\/know-your-client-risk-capacity-identity-in-virtual-instruction-taking-2\/\",\"name\":\"Know Your Client - Risk Capacity, Identity in Virtual Instruction Taking - CTT Group\",\"isPartOf\":{\"@id\":\"https:\/\/ctt-group.co.uk\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/ctt-group.co.uk\/training-event\/know-your-client-risk-capacity-identity-in-virtual-instruction-taking-2\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/ctt-group.co.uk\/training-event\/know-your-client-risk-capacity-identity-in-virtual-instruction-taking-2\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/ctt-group.co.uk\/wp-content\/uploads\/2021\/08\/shutterstock_416873344.jpg\",\"datePublished\":\"2024-02-08T12:08:22+00:00\",\"dateModified\":\"2024-10-03T13:51:53+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/ctt-group.co.uk\/training-event\/know-your-client-risk-capacity-identity-in-virtual-instruction-taking-2\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/ctt-group.co.uk\/training-event\/know-your-client-risk-capacity-identity-in-virtual-instruction-taking-2\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/ctt-group.co.uk\/training-event\/know-your-client-risk-capacity-identity-in-virtual-instruction-taking-2\/#primaryimage\",\"url\":\"https:\/\/ctt-group.co.uk\/wp-content\/uploads\/2021\/08\/shutterstock_416873344.jpg\",\"contentUrl\":\"https:\/\/ctt-group.co.uk\/wp-content\/uploads\/2021\/08\/shutterstock_416873344.jpg\",\"width\":2200,\"height\":1467,\"caption\":\"Stack of business report paper files with red and black clips\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/ctt-group.co.uk\/training-event\/know-your-client-risk-capacity-identity-in-virtual-instruction-taking-2\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"CTT Group\",\"item\":\"https:\/\/ctt-group.co.uk\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Training Events\",\"item\":\"https:\/\/ctt-group.co.uk\/training-event\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Know Your Client &#8211; Risk Capacity, Identity in Virtual Instruction Taking\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/ctt-group.co.uk\/#website\",\"url\":\"https:\/\/ctt-group.co.uk\/\",\"name\":\"CTT Group\",\"description\":\"Problem Solvers. 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