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The SRA Accounts Rules - Warning Notice for Money Missing from Client Account Explained

Level
Update: Requires no prior subject knowledge
CPD
1.25 hours
Viewership
Access for entire organisation
The SRA Accounts Rules - Warning Notice for Money Missing from Client Account Explained

Available to view from 17 Feb 2025

With a SmartPlan £99

With a Season Ticket £198

Standard price £396

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Introduction

The SRA has recently published a warning notice on missing client money. The warning notice sets out what practices should do if client money goes missing.

This webinar will go through the warning notice and explain what the SRA expect firms to do in the event of missing client money.

Expert speaker Luke Dickinson will share his experiences with missing client money and provide practical examples of what other practices have done to correctly deal with such incidents.

What You Will Learn

This webinar will cover the following:

  • What the SRA expects firms to do in the event of a shortage
  • What happens when you do not have enough money to cover the shortage
  • What the reporting requirements are for such breaches
  • A reporting accountant’s view on what firms should be doing to avoid shortages from the client account

This pre-recorded webinar will be available to view from Monday 17th February 2025

Alternatively, you can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.

The SRA Accounts Rules - Warning Notice for Money Missing from Client Account Explained