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
- Rule 1
- Rule 6 - Whose 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
- 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
3 CPD points can be claimed per session and lunch is provided for full day attendees only.
A Cymru branch meeting will follow the training for those who would like to stay on - please book your place https://www.eventbrite.co.uk/e/cymru-branch-meeting-tickets-31749009141
The Dragon Hotel parking information:
Complimentary car parking is available to all day guests subject to availability. All guests must register their details with reception upon arrival to avoid being charged.
Guests staying overnight who are using the car park will be charged a fee of £9.00 per night.
Extra parking available at Orchard Street NCP (opposite the Hotel) payable by the guest. Swansea has a very good park and ride that stops about a 2mins walk from the hotel, for more information please visit www.swansea.gov.uk/parkandride
Training Testimonials from Sept 2016
"Well worth attending for both refreshing and updating your knowledge of Solicitors Accounts Rules".
"An excellent way of learning new/refreshing current skills. A relaxed but very professional and positive production".
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, at no charge, on to another ILFM training, or substitute for another person. 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.
Where can I contact the organiser with any questions?
For futher information, or to pay by BACS or cheque, please email email@example.com or contact the ILFM office on 020 8302 2867.
Complimentary car parking is available to all day guests subject to availability.
All guests must register their details with reception upon arrival to avoid being charged.
Guests staying overnight who are using the car park will be charge a fee of £9.00 per night.
Extra parking available at Orchard Street NCP (opposite the Hotel) payable by the guest.
Swansea has a very good park and ride that stops about a 2mins walk from the hotel, for more information please visit www.swansea.gov.uk/parkandride
When & Where
The Institute of Legal Finance and Management
ILFM the UK's leading authority, membership body, qualification & training provider for legal finance, administration & practice management professionals.
NO DEBIT OR CREDIT CARD?
If you do not have access to a Credit or Debit Card, please contact firstname.lastname@example.org or phone the office, 020 8302 2867, and we will assist you to make your booking.
Please note we do not charge an extra fee for Card bookings.