Webinars & Events
UK conveyancing events; webinars, conferences & other events relevant to the conveyancing community.
Please click here to submit an event
- This event has passed.
Checks and balances: making client and matter risk assessments work
Completing onboarding checks gives you information. Your risk assessment needs to explain what that information means.
In this practical webinar, we will explore how to turn check results into a reasoned assessment, involve colleagues before sign-off, and give compliance teams visibility of reports that need their attention. All while retaining consistency of approach across the firm.
You will leave with practical ideas and see how InfoTrack’s Risk Assessment tool can help you:
Connect onboarding results to a clear, evidenced risk assessment.
Establish when an assessment needs a second pair of eyes.
Give compliance oversight of relevant reports.