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The SRA Accounts Rules - Warning Notice for Money Missing from Client Account Explained - Webinar

Length
1.3 hours
Next course start
17 February, 2025 See details
Course delivery
Self-Paced Online
Length
1.3 hours
Next course start
17 February, 2025 See details
Course delivery
Self-Paced Online

Course description

The SRA has recently published a warning notice which sets out what practices should do if client money goes missing.


Presented by Luke Dickinson, this webinar will go through the warning notice and explain what the SRA expect firms to do in the event of missing client money, what happens when you do not have enough money to cover the shortage, and the reporting requirements for such breaches.


Luke will share his experiences with missing client money and provide practical examples of what other practices have done to correctly deal with such incidents.

Upcoming start dates

1 start date available

17 February, 2025

  • Self-Paced Online
  • Online
  • English

Outcome / Qualification etc.

Following all MBL courses, a certificate of attendance will be provided for those who are required to evidence their CPD activity to a professional body.

Training Course Content

Introduction

The SRA has recently published a warning notice on missing client money. The warning notice sets out what practices should do if client money goes missing.

This webinar will go through the warning notice and explain what the SRA expect firms to do in the event of missing client money.

Expert speaker Luke Dickinson will share his experiences with missing client money and provide practical examples of what other practices have done to correctly deal with such incidents.

What You Will Learn

This webinar will cover the following:

  • What the SRA expects firms to do in the event of a shortage
  • What happens when you do not have enough money to cover the shortage
  • What the reporting requirements are for such breaches
  • A reporting accountant’s view on what firms should be doing to avoid shortages from the client account

Expenses

From £99
MBL Seminars Limited
C/o Law Business Research
Holborn Gate, 330 High Holborn
WC1V 7QT London

MBL Seminars Limited

With over 1,000 expert speakers covering more than 3,360 different topics, our course portfolio is vast and can be delivered either online or in-person. With over 450 years of collective professional development experience, we are proud to be trusted to...

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