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What is the general structure of an interview?
Greet the client and put them at ease
Ask the client to explain their problem to you in their words
Ask open questions during the course of their explanation if any point is unclear or you need more information
Satisfy yourself that you have enough information to research if necessary and advise if the matter is straightforward. Summarise the key facts for your client to give them the opportunity to correct any errors or add any information
Explain to the client in plain English the issues and law as they relate to their matter
Check that the client has understood your explanation and revisits any points of difficulty
Ask the client if they have any questions for you and answer them if you can. If you can’t answer them immediately, say so and agree to get bac to them on any outstanding points.
Conclude the interview on a positive note and ensure that the client understands their position as far as you can advise them at this stage.
Follow up the interview as soon as possible to maintain the rapport with the client and ensure that they have confidence in you
From where does the buyer obtain the official copies of a property?
From the seller’s solicitors
How should you verify a new client’s identity in line with AML regulations?
Ask them to bring two forms of identification
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