Our professional regulator, the SRA, is looking very carefully at how client monies are being used and in cases are abused—SO…..
- Are you ready for an SRA Spot Check?
- Are you sure your systems are compliant?
- Are your systems being correctly implemented?
- Do you still have historical balances not sorted?
- Do you have residual balances?
You are expected as members of the legal profession to maintain professional standards, have informed knowledge, and undertake regular training to ensure up to date knowledge. You are also expected to ensure your staff are fully and properly trained.
The main reason for the SRA Accounts Rules in the first place is to ‘keep client monies safe.’ What does that mean in this day and age?
This half day online presentation looks at current concerns within the SRA and includes sections on client accounts, residual balances, use of client funds, acting as a banker, and billing.
The presenter, Linda Lambert, has been in cashiering for over 35 years from sole cashier to practice manager and has a wealth of experience to draw upon. This is a practical course which looks at the application of the rules as much as the wording of the rules and questions are actively encouraged.
The course would benefit for cashiers, fee earners, COFA’s and covers core competencies A1 (2) and (3), A2 and D3 (2) and (3).
Can’t make the date/time or need to revisit the training? No problem, booking onto this event means you will receive a link to access a recording of the event at your leisure! The link will be sent within approx 72hrs of live broadcast & be available for approx. 3 months, to view as many times as you wish.