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SRA Advanced: Managing Clients and Matters

30 minutes Short course Law

This course covers the checks and processes you should carry out when managing clients and matters if you work in an SRA regulated firm.

Description

Every legal professional has an obligation to ensure they manage clients and matters in an appropriate manner and in compliance with the relevant sections of the SRA Standards and Regulations. The course also includes relevant scenario questions for users to test their knowledge.

Features

  • Learn how to to carry out sufficient identification checks
  • Understand conflict checks and deal with conflicts of interest
  • Learn about engagement letters
  • Understand insider trading legislation
  • Gain awareness of matters and risks when dealing with a client
  • Learn how to close a client file

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This is a trial version of the VinciWorks course Anti-Bribery Fundamentals. This course can be fully adapted to suit your industry and location. Custom content can be easily added.

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Reviews

Spending time looking for parcel around the neighbourhood is a thing of the past. That’s a promise.

Spending time looking for parcel around the neighbourhood is a thing of the past. That’s a promise.

Spending time looking for parcel around the neighbourhood is a thing of the past. That’s a promise.