Halifax Conveyancing Panel Information
UK Finance Designator: Halifax
Jurisdiction: England and Wales
The information on this page is designed to keep solicitors and licensed conveyancers abreast of latest requirements changes by Halifax and to assist in remaining on the Halifax Conveyancing Panel.
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Halifax Conveyancing Panel: Recently Asked Questions
In appealing a decision by Halifax, it may be useful to provide the following information:
- Comprehensive disclosure of your transaction history
- Your COMPLETIONmonitor reports, assuming you use the Lexsure software
- Your recent claims history
- comprehensive details of all staff in your firm and their position.
- Note down if a solicitor has been admitted to the role on completion of the Qualified Lawyers Transfer Test.
- Forward duplicate practising certificates, the firm's current PII schedule and the firm’s accountant's certificate, calculating what percentage of the firm's gross fee income is generated from residential conveyancing transactions
On appeal some firms have been able to regain membership to panels notwithstanding the policy by the respective lenders to refuse panel membership to firms with certain profiles or characteristics. Success is primarily due to the firms’ ability to persuade the lender to make an exception if there is sufficient evidence to reassure them that the firm is well risk-managed.
Looking for information about your firm's panel status?
Recent Changes Include
|#||Date||Assoc.||Changes Related To|
|6.11.1||CML||Obstruction of Access Indemnity Insurance|
|5.13.1||CML||Insolvency Act Indemnity Insurance Deed of Gift Indemnity Insurance|
Last update 10/08/2018