Webinar

Client Money Workshop

• 2.5 Hours Formal CPD

Online

Free

Overview

This workshop is intended to provide guidance and support for RICS regulated firms that are holding client money to ensure that they meet the mandatory requirements of the Professional Statement. Further information regarding the scheme and requirements can be found here: Client Money Handling, 1st edition.

Some of the areas the workshop will cover are as below:

Information to clients
Reconciliations
Risks associated with making payments from the client account
Bank accounts
Requirements & guidance included in the RICS professional statement
How risks can be managed
Common issues and real-life examples that we have seen during reviews
Signposting of where to get further support

Free

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