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Practical Skills - Opening, Managing & Closing a File

Date: 18 Apr 2012
Start Time: 2:00 PM
End Time: 4:45 PM
Location: AICSA Training Room
Price: AU $ 176.00 (Inc. GST)
Places Available: 11

Registrations Open: 3 Oct 2011

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Opening, Managing & Closing a File

  • Letter of appointment;
  • Acting for the vendor – requirements and special tasks;
  • Acting for the purchaser – requirements and special tasks;
  • Liaising with the other party’s conveyancer;
  • Dealing with lenders (discharging and new, authorities, lender’s obligations);
  • File checklists and diarising critical events;
  • Delay in settlement;
  • Undertakings;
  • Checking and payment of liabilities;
  • Who gets the original contract and who retains it; and
  • Retention of records (storage, period for file and trust accounting records).