Topics for 2019

“Drafting Notarial Certificates for Unusual Documents and Aspects of Legalisation and Presentation” three hours’ accreditation

This programme consists of 30 pages of written notes and includes a 22-minute video featuring Lisa Preuveneers in conversation with Peter Casinhas, the chief legalisation clerk for Notary Co UK. The video starts in discussing documents for the Philippines; we consider how to securely bind a very large number of papers in a way acceptable to both the FCO and the Philippine embassy.  This leads on to the mention of the use of staples.

At around five minutes into the presentation, we discuss preparing documents to be legalised at the Chinese  embassy and what the procedure is if there is a discrepancy between the name on the passport and the name on any of the documents  – this sometime happens with academic certificates.

At around twelve minutes into the presentation, we consider documents for the UAE and again talk about academic certificates.

  • Boardroom-style seminar; up to 12 delegates.
  • Distance learning format.
  • Workshop learning at our London SW1 studio; the maximum number of delegates is 4.

Learning objectives

  • A review of the role and nature of notarial certificates and some drafting suggestions for unusual transactions.
  • For notaries to be reminded of, and how to fulfil, their obligation to advise clients as to the possible need for legalisation; and whether the country concerned would normally require legalisation of the notary’s signature and seal.

Content includes:

Drafting Notarial Certificates for Unusual Documents

  • The Notarial Certificate
  • Preparing the notarial certificate
  • Example scenarios and some sample texts

Legalisation and Document Presentation

Detailed written notes are provided to take away

To buy now or reserve a place email or use our booking form

“Notaries Now: Reports, Rules, Regulations, Record Keeping and Being a Supervisor” three hours’ accreditation

  • Boardroom-style seminar; up to 12 delegates
  • Distance learning format.
  • Workshop learning at our London SW1 studio; the maximum number of delegates is 4

Learning objectives

For notaries to be refreshed and updated with the profession’s latest news, governing rules and regulations, practical record keeping strategies and to understand the role of being a notarial supervisor –

This programme now includes ‘How to Develop a Risk Assessment Policy’.

Content includes:

NOTARIES NOW: Introduction

Faculty Office Reports for Notaries

· Faculty Office Annual Address to the Notaries Society | Diversity in the Notarial Profession

Notaries Assurance Policy (Risk Assessment and Supervision)

· Whistleblowing Policy | Practice Authorisation: response to the recent consultation

· Master of the Faculties – Priorities for 2019  | Proposed Changes to the Rules  

The Code of Practice

· Record Keeping and File Storage (Chapter 17) | Trust in the Office of a Notary (Chapter 5) – record keeping

Faculty Office; Public-Facing Notices

· Complaints and Discipline & Feedback

Notarial Inspections

· The Inspection Criteria  & Inspectors’ report  for 2018

Practical Compliance Suggestions

· Client-facing documents | NEW MyNotary Matter Instruction Slip

The Supervision of Newly Qualified Notaries

· Why do it? | The Regulations | Proposed changes | Code of Practice; chapter 18: Supervision

Risk Assessment

· How to develop a written policy |Sample Risk Assessment Statement

Bonus Content

· The Bigger Picture

· Lord Keen: “Room to review” legal regulation regime | An independent review of legal service regulation

· Now is not the time to rewrite Legal Services Act, says Law Society | Author’s Editorial Comment

· Legal Choices: Advice for Consumers

· Transparency and (even more) Feedback

To buy now or reserve a place email or use our booking form