Topics for 2019

“Drafting Agreements and Notarial Certificates for Unusual Documents
Legalisation and Document Presentation”
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

  • 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


“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


Download our 2019 CPE Booking Form

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