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The latest paragraphs for you to consider including in your CQS CPMS Policy.

Text for CQS CPMS Policy

CQS Policy: Conveyancing Portals and Controlled Information Sharing (update)

Purchase this policy: Information Management and Security Policy

Change date
12/10/2026
Word count
268
Deployment measure
9/10
Rationale

Additional section Introduces controls for approved conveyancing portals, authorised information sharing and timely downloading of documents. It also assigns responsibility for document review and portal notifications, reflecting the proposed Conveyancing Protocol.

Before using a conveyancing portal or shared digital workspace, the Firm shall assess its suitability for the intended purpose, including access controls, authentication, confidentiality, data protection, document retention and the …

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