Experience Portfolio

The purpose of applicants providing this portfolio is to verify the applicants experience and understanding of conveyancing practice including client care and legislative requirements, and to demonstrate that the applicant meets the required competencies to an equivalent standard required of the Diploma of Conveyancing.

The Diploma of Conveyancing is weighted heavily on analysing the title, plan and the instruments registered on the record of title in order for the conveyancer to provide clients with information about the property along with their rights and obligations as owner. Other learning outcomes of the Diploma of Conveyancing includes ensuring that purchasers are provided with pre-unconditional advice (e.g. compliance with the Building Code) along with ensuring that mortgagee requirements are met in terms of disclosure of the main obligations meaning and effect of the mortgage.

The NZ Society of Conveyancers Registration Authority requires;

• All applicants seeking to Practice on Own Account are to complete Sections One and Section Two.
• Applicants who are seeking to be registered as a conveyancer by way of Equivalency Assessment and intending to remain as an employee of a conveyancing firm or law firm are to complete Section One only.

PLEASE NOTE: Redact all files to ensure that the clients' privacy are protected.

SECTION 1

To be completed by:

• Applicants seeking to practice on own account.
• Applicants seeking to be registered by way of Equivalency Assessment and intending to remain as an employee of a conveyancing or law firm.

The Registrations Authority assessment is based on the quality of the written advice that you provide to your client in respect of reporting on the title/plan and its instruments, pre-unconditional recommendations that you make to your client, reporting on the LIM report, obligations of a mortgage and guarantee (if applicable).

For each of the 4 samples below, select a transaction that you have attended on during the period in which experience is claimed. Redact all documents to protect clients' right to privacy.

Documents must be labeled and ordered in the sequence as outlined in the table below.

SECTION 2

To be completed by applicants seeking to Practice on Own Account

A representative selection of correspondence and advice that you have provided to your client during the period for which practical experience is claimed. The Registration Authority is looking for samples of work whereby the applicant is the author, witness or addressee.

Please supply a complete redacted copy of the letter/email advice that you provide your client in respect of all the following scenarios You may provide supporting documentation labelled as Sample 5.# - docs if needed to demonstrate/clarify the advice that you are providing to your client. Samples files are to be scanned into PDF Format and emailed to the Society. Each Sample file is to be named as indicated below.

5.1 Purchase of a land and house package subject to issue of title. Label as Sample 5.1- advice (maximum 10 pages) and Sample 5.1 – docs

5.2 Purchase of cross lease property. Label as Sample 5.2- advice (maximum 10 pages) and Sample 5.2 – docs

5.3 Purchase of property subject to right of way and other easements. Label as Sample 5.3- advice (maximum 10 pages) and Sample 5.3 – docs

5.4 Purchase of property subject to land covenants. Label as Sample 5.4- advice (maximum 10 pages) and Sample 5.4 – docs

5.5 Purchase of property with a Limited as to Parcels title. Label as Sample 5.5- advice (maximum 10 pages) and Sample 5.5 – docs

5.6 Purchase of a property where you have requisitioned the LIM report. Label as Sample 5.6- advice (maximum 10 pages) and Sample 5.6 – docs

5.7 Purchase of a property where you have requisitioned the title. Label as Sample 5.7 - advice (maximum 10 pages) and Sample 5.7 – docs

5.8 Purchase of a property which is subject to:

• S72 Building Act 2004/S36 Building Act 1991; OR
• S27B State Owned Enterprises Act (Resumption of land – Waitangi Tribunal). Label as Sample 5.8- advice (maximum 10 pages) and Sample 5.8 – docs

5.9 An example where you have solved a settlement dispute i.e. a request for retention of funds on settlement, that required correspondence between the other party’s conveyancing professional to resolve a matter. Label as Sample 5.- 9 advice (maximum 10 pages) and Sample 5.9 – docs

5.10 Copy of a settlement statement and GST invoice that you have prepared for a GST/Zero Rated transaction. Label as Sample 5.- 10 advice (maximum 10 pages) and Sample 5.10 – docs