Investec Conveyancing Lender Panel Compliance Tool

Looking for information about your firm's panel status?

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How can my firm apply to be on the Investec Conveyancing Panel?
Check your firm’s panel Status
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How can my firm be reinstated onto the Investec Conveyancing Panel?
Check your firm’s panel Status

COMPLETIONmonitor is an online pre- and post-completion checklist for residential conveyancing lawyers. It is supported by PI insurers such as AmTrust. COMPLETIONmonitor is a unique risk management tool.

This system facilitates the way you can demonstrate to lender panels that you are, and can stay fully compliant with their instructions, with alerts on Investec’s changes. While utilising COMPLETIONmonitor is not a prerequisite for Investec , demonstrating you can stay up to date with Investec’s Handbook requirements is a helpful support to your application to their lender panel and, more importantly, safeguard your firm’s panel status.

The software generates real-time alerts, automatically produces compliance and CQS reports, and will enhance your firm's efficiency. It is also simply to use, cost-effective and, for many firms, results in a PII saving.

Find a Law Firm approved by Investec

Lenders frequently vary their requirements. The UK Finance Lenders’ Handbook requirements from Investec are not guidelines, they are instructions from a client. As with many clients, instructions can change - and they do change, over time:

A Timeline of Policy Changes


Since 2008, Investec has made 338 revisions or additions to sections of their version of the UK Finance Handbook.
That equates to a section change every 8.1 days. In total, 62% of the sections of P2 of the UK Finance Lenders’ Handbook for Investec have been changed since 15/12/2008.

To find out more about lender panel compliance,

FAQs for the Investec Solicitor Panel from members of the public

I was advised recently by my IFA that my lawyer is not on the Investec Solicitor panel. How can I check?
You need to contact your conveyancer. You lawyer should advise you what has happened. If they are not on the panel they may recommend you to a firm that is on the conveyancing panel for Investec.
We are due to exchange on the purchase a house but as a result of damage from the recent storms I have agreed compensation from the seller of £3k approx by way of a reduction in the price. This was going to be dealt with as part of the conveyancing process but my mortgage company Investec will not agree to this. Why was Investec even consulted?
Your lawyer being on the Investec conveyancing panel is duty bound to inform Investec of any changes to the purchase price. If you were to refuse your lawyers to disclose the reduction to Investec then they would have to discontinue acting for you and Investec.
Whilst your website is a good idea there are many lawyers listed near Middlesbrough on the Investec conveyancing panel. Can you recommend a specific firm on the Investec approved panel?
We are not in the business of recommending one firm above another as the right firm for you depends on where your priorities lie. For example you may require a local firm with local knowledge or you might be looking for the low cost conveyancing. We recommend that you speak to 3 or 4 lawyers listed before you make your choice..
My conveyancers in London have advised me that no longer have my conveyancing file. To assist with my purchase I took out a mortgage with Investec. Is it case that being on the Investec conveyancing panel they need to have retained the file for a number of years?
Different lenders have different requirements but many of the Terms and Conditions of Conveyancing Panel Appointment require the file to be held for a period of 6 years. That being said we have not seen a copy of the Investec Conveyancing Panel Terms. It might be worth you contacting Investec directly.
Do conveyancing solicitors on the Investec conveyancing panel work on a no sale no fee basis?
In the main there are no requirements by lenders for their firms to operate on a no-sale-no-fee basis. There a small number of lenders who operate a very restricted conveyancing panel managed by a third party company (often termed in the industry as a ‘gatekeeper’). That third party may impose certain conditions such as non-sale-no fee on the panel firms. If you require this as a condition of your conveyancing then you should check with the conveyancing firm that this is part of their package
I was thinking of purchasing my friend’s property. Assuming we can agree a figure, what’s the best way to move forward? I hope to get a mortgage with Investec. Is it possible to avoid using solicitors to save on the costs? My father said that years ago it was possible to take the documents into the local Land Registry office and they did the rest
If you are getting a mortgage with Investec involved you will need to appoint a solicitor on the Investec conveyancing panel. We would not encourage you to both use the same solicitors' firm. There are clear conflict of interest issues and it's not going to make a huge difference to the speed of the overall process. So as not to hold things us you should pass on your solicitors details to Investec. Feel free to use our search tool to look for a licensed conveyancer or solicitor on the Investec conveyancing panel.
Investec have agreed my mortgage in principle, my offer on house has been accepted, now what?
The estate agent will want to know who your solicitors are (make sure these solicitors are on the lenders panel). Call up Investec or your broker and complete any relevant paperwork. Investec will tell you what documents they want. Investec will instruct a valuer. The valuer will get in touch with the estate agent or seller to book an appointment. Once conducted (assuming no problems) it takes about week to get a mortgage offer. Investec will issue the offer to you and your lawyer. The transaction will then take it’s course according the nature and complexity of the conveyancing.

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