SRA Accounts Rules

• 30 Minutes
• For all staff
• UK

The SRA Accounts Rules set out how solicitors and law firms must handle client money, covering proper accounting systems, transparency and the prevention of misuse. This 30-minute course explains the purpose and aims of the Rules, helps staff identify what constitutes client money and the correct use of a client account, and covers handling client money properly day to day.

Accounts Rules breaches are among the most common causes of SRA intervention, and shortfalls on client account are treated with very little tolerance regardless of intent. Fee earners create the transactions that the accounts team then has to reconcile. Training both populations, not only cashiers, is what keeps the firm's accountant's report clean and its client money genuinely protected.

What you’ll learn in
this course

• Understand the purpose and aims of the SRA Accounts Rules
• Identify what constitutes client money and the correct use of a client account
• Handle client money properly, in compliance with the rules
• Recognise and avoid actions that could result in a potential breach of the rules

Hear from our customers

Incredibly helpful support team, who work with you to provide tailored advice and practical assistance. You are supported every step of the way. Would highly recommend.

Feefo Customer Rating  ★★★★★ 4.9/5

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