£125 – £295

SRA Accounts Rules 2011 - 14 December 2017, Brighton (NEW FORMAT)

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Location

Hilton Brighton Metropole

King's Road

Brighton

BN1 2FU

United Kingdom

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Event description

Description

SRA Accounts Rules - New Format

Trainer: Sarah Charlton

Two haf day sessions, with the option to attend the full day or one of the sessions only

Who is it for?

This day is particularly valuable for those looking for a refresher course or who are new to legal finance. Cashiers are often involved in the preparation of the COFA report and a sound knowledge of the rules would be a distinct advantage for both this and when dealing with the Reporting Accountant and the Annual Accounts Report.

What will you gain?

A thorough grounding in all aspects of the rules with workshops and discussions throughout the day, including recent changes.

What will it cover?

Morning Session

  • Rule 1
  • Rule 6 - Who's responsible for compliance?
  • Rule 7 – Duty to remedy breaches
  • Rule 12 – what is client money?
  • Rule 13 – what is a client account?
  • What is the difference between client money and a client account
  • What is office money?
  • Rule14 – use of a client account
  • Rule 17 – transfer of costs
  • Rule 20 – client withdrawals
  • Rule 21 – methods/authority to withdraw
  • Interest policy
  • Legal aid

Afternoon session

  • Recent changes to the SRA accounts rules
  • Discuss the rules around retention of records
    • incoming DPA changes
    • what can be stored electronically
  • Topical subjects:
    • Residual balances
    • Not acting as a bank
    • What the new accounts rules may look like and how you could prepare
  • Testing how robust your processes are in supporting the SRA AR’s.
    • Reminder on what to consider when introducing a credit/debit card machine.
  • Recent changes to the SRA accounts rules
  • Quiz

3 CPD points can be claimed per session and lunch is provided for full day attendees only.



Training Testimonials from SRA Accounts Rules (new format) March 2017

"An excellent and informative course delivered informally and helpfully."

"Excellent course and excellent trainer".


FAQs

Cancellation requests must be in writing. A full refund of the delegate payment (100%) will be given for notice of 42 days or more; less an administration fee of £35. A half refund (50%) will be given for notice of between 41 and 22 days; less an administration fee of £35. No refund (0%) for 21 days or less.

Transfer or Substitution requests must be in writing. You may transfer to another ILFM training, or substitute for another person, an admin fee of £35 may apply depending on the notice given. An additional payment may be necessary if the substitute is not eligible for the same discounts as the original delegate. No refund will be given should the delegate fee be less than the original delegate fee.

Please note that trainings/events are subject to cancellation, at any time, if there are insufficient numbers. In this case we will refund 100% of the fee, or allow a free transfer. In the event of a cancellation at any time by the ILFM, for whatever reason, liability will be limited to a refund of any delegate fee paid.

The ILFM accepts no responsibility or liability for any injury, illness or otherwise which may be attributable to the facilities or services provided at any venue.

FAQs

Where can I contact the organiser with any questions?

For futher information, or to pay by BACS or cheque, please email info@ilfm.org.uk or contact the ILFM office on 020 8302 2867.


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Date and Time

Location

Hilton Brighton Metropole

King's Road

Brighton

BN1 2FU

United Kingdom

View Map

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