ANNEX 5: CHARTERED LEGAL EXECUTIVE (CONVEYANCING) OR CILEx - - X PRACTITIONER

Taking instructions Pre-contract searches and enquiries Deducing and investigating title in both registered and unregistered freehold and leasehold transactions Sales of part Funding of a property transaction Acting for a lender and the mortgage documentation Preparing the contract for sale and preparation for exchange of contracts Drafting and negotiating conveyancing deed and ancillary documents. [...] APPLICATION OF LAW AND PRACTICE Undertake legal research: o Use relevant sources and appropriate research tools o Apply current law to the research problem o Record and present findings accurately and clearly o Apply results of research to progress matter and/or advise client Critically analyse facts and law Synthesise all relevant information to provide advice Find solutions where possibl. [...] EFFECTIVE WORKING PRACTICES Progress matters o Deal with matters without causing delay o Identify and manage risks as far as practicable to the achievement of the client’s objectives Plan workload and manage files o Plan and prioritise workload and manage files and tasks concurrently and efficiently, making best use of resources and exercising effective judgement o Maintain files and records i. [...] CONDUCT, ETHICS AND PROFESSIONALISM Understand and put into practice the CILEX-x Regu-lation Code of Conduct o Apply professional obligations in a diverse range of situations relating to substantive law and the rules of professional conduct o Apply obligations to the court, clients, other lawyers and the public Understand and put into practice all relevant legal and regulatory requirements (e.. [...] data protection, anti-money laundering legislation and regulation, FSMA and regulation, conflicts, withdrawal from a case, undertakings, confidentiality and privilege) Understand and put into practice the principles of client care Provide certainty and clarity as to the legal services being provided and the basis of charging and draft compliant client care letters Understand and put into pra.