Residual Client Balances (1 Hour) - England & Wales

𝗪𝗵𝗼 𝗶𝘀 𝗶𝘁 𝗳𝗼𝗿?
🟣 Those in legal finance or management, providing training on the SRA Accounts Rules and published guidance on returning client money promptly.
🟣 If you are new to your role or require a refresher on the subject.

𝗪𝗵𝗮𝘁 𝘄𝗶𝗹𝗹 𝗶𝘁 𝗰𝗼𝘃𝗲𝗿?
🟣 What a residual balance is.
🟣 The issue of returning client money promptly and why it is such a challenge for law firms and regulators.
🟣 The SRA Accounts Rules and published guidance.
🟣 Risks and implications of not having effective systems and controls in place to identify and manage residual balances.
🟣 Examples of robust systems and controls you could implement in your firm to aid compliance.
🟣 Case studies and recent reported SDT decisions.

𝟭 𝗵𝗼𝘂𝗿 𝗼𝗳 𝗖𝗣𝗗 𝘁𝗿𝗮𝗶𝗻𝗶𝗻𝗴 𝗮𝗽𝗽𝗹𝗶𝗰𝗮𝗯𝗹𝗲.
#ilfm #legalfinance #lawfirmlife #sraaccountsrules

You may also like the following events from The Institute of Legal Finance & Management:

• Next month, 8th September, 09:00 am, SRA Accounts Rules for Fee Earners & Support Staff (approx. 2 hours) in Sidcup, Bexley, United Kingdom
• Next month, 11th September, 09:00 am, The Fundamentals of Legal Cashiering (up to 3 hours) in Sidcup, Bexley, United Kingdom
• Next month, 16th September, 09:00 am, SRA Accounts Rules (up to 3 hours) in Sidcup, Bexley, United Kingdom

Also check out other Contests in Lowestoft, Workshops in Lowestoft.