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Solicitors Accounts Rules

Course: Solicitors’ Accounts Rules 1998: A Practical Guide to Compliance
Cost: £175 + vat
CPD: 3 hours
Date: 16 November 2010
Code: T1027
Location: London
Time: 9.45am - 1.15pm
Availability: Places


“Well paced, easy to listen to and thorough” E.F. Partner, West Midlands

This course focuses on the main provisions of the Solicitors‘ Accounts Rules 1998 as they affect solicitors in private practice. Although assuming no prior knowledge, delegates attending this course will quickly build a sound understanding of the Solicitors’ Accounts Rules 1998 by looking at the most common compliance issues that occur in practice and the pitfalls to be avoided. The course will also cover in detail the significant changes made to the SAR's in July 2008 governing the treatment of residual balances.

Delegates attending this course will benefit from Richard Lane's expert knowledge and experience in the following areas -

  • Principals‘ responsibilities under the SAR’s
  • Use of client and office bank accounts
  • Receiving/Transferring costs & disbursements
  • Dealing with regular payments from the LSC
  • Accounting requirements
  • Deposit interest rules
  • Accountant's Reports & waivers
  • Monitoring & enforcement by the SRA

This course is designed to meet the needs of all fee earning staff, principals in practice, compliance/risk officers, finance staff, practice managers and reporting accountants.


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