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SRA Accounts Rules (Handling client money)

Book Demo: SRA Accounts Rules (Handling Client Money) Training

Few things make regulators twitch faster than mishandled client money.

Our SRA Accounts Rules training breaks down the rules so there’s no confusion about what is actually required of you and your team.

Sound like something for you? Book a demo and take a look.

SRA Accounts Rules (Handling client money)

Want to see how it works? Book a quick demo today.

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What our SRA Accounts Rules (Handling Client Money) course includes:

This short, two-part module will have you up to speed and back to doing the day job in no time.

Module 1: Client Money and Accounts

Your team will:

  • Understand what the SRA Accounts Rules are and what they cover
  • Clearly define client money and client accounts
  • Learn the Rules governing how client money must be handled
  • Understand when and how money can be transferred or withdrawn

Module 2: Accounting Systems and Controls

Your team will:

  • Describe the accounting systems and controls firms must have in place
  • Understand the procedures for joint and third-party accounts
  • Recognise the duty to correct breaches promptly
  • Identify the SRA’s expectations around cybersecurity and safeguarding client money
  • Apply their knowledge to real-world scenarios

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Why it works

  • Built for busy professionals
  • Delivered in formats that suit how people actually learn
  • Includes real-world case studies and examples
  • Designed to meet UK regulatory expectations
  • Written and approved by accounting and legal professionals