{"id":43971,"date":"2021-12-23T12:57:07","date_gmt":"2021-12-23T12:57:07","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&p=43971"},"modified":"2024-08-05T16:48:22","modified_gmt":"2024-08-05T15:48:22","slug":"conflict-of-interest","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/conflict-of-interest\/","title":{"rendered":"Conflicts"},"content":{"rendered":"\n

Designed to be imported as extra tasks into existing work types. Covers Conflict of interest checks, including own interest conflict, acting for borrower and lender, outsourced services and acting for 2 or more clients in the same or related matter. Our conflict assessment will prompt the fee earners to think about all possible conflicts and record them appropriately meeting requirements of many accreditations.<\/p>\n\n\n\nTask 1<\/span> Conflict of Interest<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Conflict of Interest Initial Checks<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Own Interest Conflict Assessment <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Conflict of Interest Own Interest
\r\nAppears when ‘Is there an Own Interest Conflict’ = Yes <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Display a message to the user<\/strong><\/p>

Own Interest Conflict \u2013 You Cannot Act for this client
\r\nAppears when ‘Is there an Own Interest Conflict’ = Yes
\r\n
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Conflict of Interest Multiple Clients
\r\nAppears when ‘ 2+ Clients instructing in same or related matter’ = Yes <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Conflict of Interest Multiple Clients Assessment
\r\nAppears when Do exceptions apply = Yes <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Conflict of Interest Same Objective
\r\n
\r\nAppears when ‘ Clients are Competing for the Same Objective = Yes <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Conflict of Interest Common Interest
\r\n
\r\nAppears when Clients have a Substantially Common Interest = Yes <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Conflict of Interest Confidentiality
\r\n
\r\nAppears when
\r\nConflict with Duty of Confidentiality = Yes
\r\nAND
\r\n2+ Clients instructing in same or related matter = Yes
\r\n
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Conflict of Interest Outsourced Services
\r\n
\r\nAppears when Outsourced Services = Yes <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Conflict of Interest Grant of Mortgage
\r\n
\r\nAppears when Matter Involve Grant of Mortgage = Yes<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Edit Multi-Record Dossier<\/strong><\/p>

Conflict Related People
\r\n
\r\nAppears When
\r\nIs there an Own Interest Conflict = Yes
\r\nOR
\r\n2+ Clients Instructing in same or related matter = Yes
\r\nOR
\r\nDoes Matter Involve Grant of Mortgage = YES
\r\nOR
\r\nOutsourced Services = Yes
\r\n
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Set Dossier Field<\/strong><\/p>

Conflict exists = Yes
\r\n
\r\nWhen
\r\nIs there an own Interest Conflict = Yes
\r\nOr
\r\n2+ Clients Instructing in same or Related Matter = Yes
\r\nOR
\r\nConflict with Duty of Confidentiality = Yes<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Set Dossier Field<\/strong><\/p>

Able to Act = No
\r\n
\r\nWhen
\r\nIs there an Own Interest Conflict = Yes<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Conflict of Interest Decision<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Display a message to the user<\/strong><\/p>

\u201cConflict Exists \u2013 unable to act for client\u201d
\r\n
\r\nwhen Able to Act = No <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Conflict of Interest Able to Act
\r\n
\r\nWhen Able to Act = Yes
\r\nAND
\r\nConflict Exists = Yes<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Conflict of Interest Record<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Will run when Is There an Own Interest Conflict = Yes
\r\nOR
\r\n2 + Clients instructing in same or related matter = Yes
\r\nOR
\r\nDoes Matter Involve Grant of Mortgage = Yes
\r\nOR
\r\nOutsourced services = Yes
\r\n
\r\n<\/p>

Conflict of Interest – Related Parties<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"

Designed to be imported as extra tasks into existing work types. Covers Conflict of interest checks, including own interest conflict, acting for borrower and lender, outsourced services and acting for 2 or more clients in the same or related matter. Our conflict assessment will prompt the fee earners to think about all possible conflicts and […]<\/p>\n","protected":false},"featured_media":0,"template":"","tags":[],"pracctice_practice_area":[117],"class_list":["post-43971","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-compliance"],"acf":[],"yoast_head":"\nConflicts - Osprey Approach Customer Support & Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through the contents of our Conflicts workflow\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Conflicts - Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"og:description\" content=\"This guide will take you through the contents of our Conflicts workflow\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/conflict-of-interest\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/OspreyApproachUK\/\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-05T15:48:22+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/08\/image-65.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@OspreyApproach\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/conflict-of-interest\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/conflict-of-interest\/\",\"name\":\"Conflicts - 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