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E-learning

SRA Accounts Rules

Overview

The SRA Accounts Rules were introduced on 25 November 2019. This e-learning course is essential for all solicitors to comply with their obligation (Code of Conduct for Solicitors 7.1) to keep up to date with the law and regulation governing the way they work. It provides a comprehensive survey of the rules and their practical implications.

Outcomes

As a result of completing the course, delegates will be able to:

  • Identify what is (and what is not) client money
  • Handle client money properly
  • Avoid common traps and misunderstandings
  • React properly when errors occur
  • Distinguish between expenses and disbursements
  • Manage the risks effectively and efficiently
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Course Content

  1. “Client money” – what is it and how must we handle it?
  2. Correcting breaches of the rules
  3. Paying interest
  4. Operating joint accounts and client’s own accounts
  5. Third party managed accounts
  6. Obtaining accountant’s reports
  7. Systems, controls and records

Quiz

The course includes a quiz (with feedback explaining the answers) to enable delegates to assess their understanding of the rules.

Format

A quick “easy access” guide to the rules. The course includes Q&A exercises on practical decision-making and a concluding quiz to test understanding.

Delegates

Suitable for all solicitors, trainee solicitors, paralegals, legal executives, case handlers and accounts teams.

To discuss the course content and how we can help, contact Kath Kinch at
Phone: 0114 273 8300
Email Kath@KinchRobinson.com