SRA Accounts Rules: Handling Client Money
25 minutes
Short course
Law
This short course provides your firm's staff with the need-to-know fundamentals of the SRA Accounts Rules.
Description
This short course provides your firm's staff with the need-to-know fundamentals of the SRA Accounts Rules. The learning has been designed to closely follow SRA guidance and address the most common breach areas so you can avoid those pitfalls. The course covers handling client money, using client accounts, record-keeping and penalties for breaches. Learners can opt to receive a general understanding of the topic or select specific areas relevant to their role, such as commercial rent deposits, retainer agreements, managing clients' own accounts or delivering accountants' reports. This makes it suitable for a wide range of roles and experience levels.
Features
- Identify what client money is and when you can and cannot receive or hold it
- Operate client accounts without causing a breach when moving client funds
- Uphold compliance by keeping accurate and robust records and navigating exemptions to the rules
- Recognise the most common breach areas and the potential penalties for breaching the Accounts Rules
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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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Similar Courses
SRA Standards and Regulations: Fundamentals
SRA Advanced: Accounts Rules
SRA Advanced: Compliance at Your Firm
SRA Accounts Rules: Handling Client Money
SRA Standards and Regulations Knowledge Check
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.
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.
