Investec Conveyancing Lender Panel Compliance Tool

Lexsure’s COMPLETIONmonitor is an online pre- and post-completion checklist for residential conveyancing lawyers. Supported by the CML and PI insurers. It is a unique risk mitigation tool.

This software facilitates the way you can prove to lender panels that you are, and can remain fully compliant with their requirements, with notifications given on Investec’s changes. While utilising the tool is not a condition for acceptance on the Investec panel, demonstrating you can remain up to date with Investec’s Handbook requirements is an excellent support to your panel application and, just as importantly, safeguard your panel standing.

The software creates real-time alerts, automatically produces SRA and CQS reports, and will enhance your firm's efficiency. In addition it is user friendly, cost-effective and, for some firms, leads to a PII saving.

Find a Law Firm approved by Investec

Banks and building societies often 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 236 revisions or additions to sections of their version of the CML Handbook.
That equates to a section change every 11.6 days. In total, 62% of the sections of P2 of the UK Finance Lenders’ Handbook for Investec have been changed since 15/12/2008.

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Investec Solicitor Panel Recently Asked Questions from members of the public

I have been advised by my broker that I have to pay Investec fees should I instruct my family lawyer. How good are the Investec conveyancing panel solicitors? I dont care which law firm I use provided that they are good and not exorbitantly priced. Would you recommend a specific law firm on the Investec panel?
Investec’s conveyancing panel is substantial so your best bet is just to check with the firms you are getting quotes from whether they are on it. You can search by postcode on the search tool on this site to find solicitors that Investec will allow to act for them.
Can you help?. My lawyer is not to blame but, the conveyancing for my house purchase has been going on for months. The Local Authority Search from Investec was date stamped random date and we have agreed a date for me to move into the property on 6. My lawyer says that as she is on the Investec conveyancing panel she needs to reorder the searches as they are no longer acceptable to the lender.
A precondition to being on the Investec approved panel is to comply with the CML Handbook requirements (last updated for this lender on Investec)which states that a local authority search be not more than 6 months old. You should nevertheless ask your lawyer to check whether something called ‘search validation’ indemnity insurance is acceptable to Investec.
Do I have to attend the offices of the Investec conveyancing panel solicitor to execute the legal charge? If so, I will choose one who does conveyancing in Manchester so that I can attend their offices when needed.
As opposed to 12 years ago, most lenders no longer require their conveyancing panel solicitor to witness the borrowers signature. You will still be obliged to provide ID Documents and there are still distinct advantages to using a local solicitor, in your case a conveyancing solicitor in Manchester .
Can you clarify what the consequences are if my solicitor is suspended from the Investec Solicitor panel before completion?
First, this is a very rare occurrence. In most cases even where a law firm is removed off of a panel the lender would allow the completion to go ahead as the lender would appreciate the difficulties that they would place you in if you have ti instruct a new solicitor days before completion. In a worst case scenario where the lender insists that you instruct a new firm then it is possible for a very good lawyer to expedite the conveyancing albeit that you may pay a significant premium for this. The analogous situation is where a buyer instructs a lawyer, exchanges contracts and the law firm is shut down by the regulator such as the SRA. Again, in this situation you can find lawyers who can troubleshoot their way to bring the conveyancing to a satisfactory conclusion - albeit for a fee.
Is there a list of Investec panel conveyancers on the Building Society Association’s Website?
No. There is no such tool on the Council of Mortgage Lenders or Building Society Association websites. Very few lenders make their panel listings available online.
Are all solicitors on the Investec conveyancing panel overseen by the SRA?
As a firm of solicitors, in order to be on the Investec conveyancing panel they would need to be regulated by the SRA. Many lenders do allow licenced conveyancers on their panel in which case such firms would be regulated by the Council of Licensed Conveyancers (CLC).
We have agreed to purchase a house.One unusual aspect is that the roof has a solar panel. Solicitors conducting should look into this right? Will my lender Investec be concerned
As your lender is Investec your lawyer must to check the Investec conveyancing instructions contained in the Part of CML Handbook for Investec . The CML Handbook contains minimum requirements for solar panel roof-space leases, and solicitors are required to report to Investec where a lease does not meet these requirements. The requirements relate to the installation of panels on properties in England and Wales. Requirements for Scotland are due in the near future.