Regulatory and Compliance Training & Consultancy

SRA Accounts Rules Training

Legal Finance Professionals provide the following SRA Accounts Rules Training courses.

• A Practical Guide to the SRA Accounts Rules [2019]
• A Practical Guide to the SRA Accounts Rules [2019] (Live Webinar)

A Practical Guide to the SRA Accounts Rules [2019] (Live Webinar)

2 CPD Hours

This webinar focuses on the practical application of the new SRA Accounts Rules [2019] which came into force on 25 November 2019.

Whilst the new SRA Accounts Rules have been significantly reduced in their length, careful consideration of the impact of the new rules is required to ensure that firms remain compliant with the new rules.

Delegates participating in this webinar will benefit from Richard Lane's expert knowledge and experience of the SRA Accounts Rules with clear and practical guidance being provided to ensure that your firm is compliant with the new SRA Accounts Rules.

The course content is as follows -

• Introduction
• What is clients' money?
• Operating a client bank account
• How to avoid providing a banking facility for clients
• Credit and debit card facilities
• Costs and disbursements
• Dealing with SRA Accounts Rules breaches
• Legal aid monies
• Residual balances - dealing with them properly
• Interest on clients' money
• Accountant's Reports
• SRA additional guidance
• Open Forum
• A chance to ask questions and seek advice on specific issues

This webinar is designed to meet the needs of Compliance Officers for Finance and Administration (COFA's), sole practitioners, partners, members, directors, managers, fee earners, compliance/risk officers, practice managers and finance staff working within a solicitors practice or Alternative Business Structure (ABS).

A Practical Guide to the SRA Accounts Rules [2019] (Invigilated)

2 CPD Hours

This webinar focuses on the practical application of the new SRA Accounts Rules [2019] which came into force on 25 November 2019.

Whilst the new SRA Accounts Rules have been significantly reduced in their length, careful consideration of the impact of the new rules is required to ensure that firms remain compliant with the new rules.

Delegates participating in this webinar will benefit from Richard Lane's expert knowledge and experience of the SRA Accounts Rules with clear and practical guidance being provided to ensure that your firm is compliant with the new SRA Accounts Rules.

The course content is as follows -

• Introduction
• What is clients' money?
• Operating a client bank account
• How to avoid providing a banking facility for clients
• Credit and debit card facilities
• Costs and disbursements
• Dealing with SRA Accounts Rules breaches
• Legal aid monies
• Residual balances - dealing with them properly
• Interest on clients' money
• Accountant's Reports
• SRA additional guidance
• Open Forum
• A chance to ask questions and seek advice on specific issues

This webinar is designed to meet the needs of Compliance Officers for Finance and Administration (COFA's), sole practitioners, partners, members, directors, managers, fee earners, compliance/risk officers, practice managers and finance staff working within a solicitors practice or Alternative Business Structure (ABS).