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St James Place 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 St James Place Conveyancing Panel?
Check your firm’s panel Status
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How can my firm be reinstated onto the St James Place Conveyancing Panel?
Check your firm’s panel Status

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

This software optimises the way you can prove to lender panels that you are, and can stay fully compliant with their requirements, with alerts on St James Place’s changes. While utilising the software is not a condition for being on the St James Place panel, demonstrating you can stay up to date with St James Place’s Handbook requirements is a helpful support to your panel application and, more importantly, safeguard your panel standing.

COMPLETIONmonitor creates real-time alerts, automatically produces COLP and CQS reports, and will improve your firm's efficiency. In addition it is user friendly, cost-effective and, for some firms, results in a PII saving.

Find a Law Firm approved by St James Place

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

A Timeline of Policy Changes


Since 2008, St James Place has made 29 revisions or additions to sections of their version of the UK Finance Handbook.
That equates to a section change every 94.1 days. In total, 12% of the sections of P2 of the UK Finance Lenders’ Handbook for St James Place have been changed since 15/12/2008.

To find out more about lender panel compliance,
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Frequently asked questions relating to the St James Place Conveyancing Panel from members of the public

I need to swap lawyers as my lawyer is not on the St James Place panel of conveyancing solicitors. Is it practical to instruct different lawyers?
If you haven't yet instructed a solicitor to do anything for you and have just received quotes, you're perfectly free to choose a different solicitor to carry out your work for you. The best way is to get recommendations from friends or family who have actually used the solicitor or conveyancer you're considering.
My grandson is buying a newly built flat with a mortgage from St James Place. His solicitor has advised him of a delay in completing the ‘Disclosure of Incentive Form’. What is this document - I have never come across this before?
The form is intended to provide information to the main parties engaged in the purchase. Therefore, it will be provided to your son’s lawyer who should be on the St James Place conveyancing panel as a standard part of the process, and to the valuer when asked.

The Developer will be required to start the process by downloading the form and completing it.

The form will therefore need to be available for the valuer at the time of his or her site visit. The form should be sent to the St James Place conveyancing panel solicitor as early as possible, in order to avoid any last minute delays, and no later than at exchange of contracts.

What tools are available to find a local solicitor on the St James Place conveyancing panel? I have a car and am prepared to travel up to 25 miles to meet the solicitor.
You can use the find a conveyancing panel search on this page. Please choose the lender and your location and you will see a number of lawyer located nearest you. Alternatively you can type in the name of your proposed law firm and see if they are listed as being on the St James Place solicitor panel.
I am attempting to get my former partner taken off the mortgage deeds. Can St James Place really tell me which solicitor I can or can not use?
You can use any solicitor you like but St James Place then has the right to appoint a different solicitor to act for them at your expense. It might be more cost effective and quicker to instruct a lawyer who is on the St James Place solicitors panel
Are all Conveyancing Quality Solicitors on the St James Place conveyancing panel?
A selection of banks and building societies now use the accreditation scheme as the starting point for Panel approval such as HSBC and Santander. The Law Society’s CQS accreditation however gives no guarantee to lender panel acceptance. That being said,the CML have indicated that it is likely to become a pre-requisite for firms wishing to join their approved list of conveyancing solicitors.
Do the majority of banks operate their own panel of solicitors?
Many lenders do operate a restricted conveyancing panel but a lot of lenders allow any solicitors to join their panel so long as they meet their criteria. Each lender sets their own criteria. For example the St James Place conveyancing panel requirements are different to St James Place’s conveyancing panel requirements.
The for formalities of my purchase has taken place with a loan from St James Place. Conveyancing was a necessary evil but I would like to complain about St James Place. How does one go about formally complaining?
Almost all lenders have complaints procedures. Your first point of contact should be one of the St James Place branches or the Customer Care Team at St James Place head office. Ordinarily complaints to St James Place are resolved very quickly. However if you are not satisfied that the matter is resolved you can write to the Financial Ombudsman Service who will take matters further.

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