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Is your firm compliant with RICS Regulation?

Hear from RICS Regulation about the Client Money Protection Scheme and Valuer Registration Scheme.

Mon 29 Oct 2018
01:30 PM - 06:00 PM
Raddison Blu Waterfront Hotel, Rue de L’Etau, St Helier, Jersey, JE2 3WF
3 hours CPD



Client Money Protection Scheme, will be presented by Cherry Leeder FCA, Professional Assurance Accountant, and will enable you to understand: 

  • the type of bank accounts available
  • the way the bank accounts must be set up with the relevant documentation required from the bank
  • acceptable forms of access to the client bank accounts
  • the type of accounting records/packages available
  • what the accounting records need to show
  • PII cover requirements
  • the Complaints handling procedure

This presentation will be of interest to any member, or member firm, who holds client funds, including staff members who undertake the client accounting function

The Valuer Registration Scheme will be presented by Peter Dixon BSc FRICS, Professional Assurance Surveyor, and will cover compliance with the requirements of red book and…  

  • what to expect from a Valuer Registration visit
  • the reason for Red Book and Valuer Registration
  • an overview of the Global Red Book requirements
  • how to leave an audit trail
  • common problems

This presentation will be of interest to any member of member firm who undertakes valuations and is a member of the Valuer Registration Scheme.

The presentations will be followed by a Q&A session and open discussion.


13:30  Registration and networking

13:45  Welcome and introductions

14:00 Client Money Protection Scheme - Cherry Leeder FCA (Professional Assurance Accountant), RICS Regulation

15:30  Tea / coffee break

16:00  Valuer Registration Scheme – Peter Dixon FRICS (Professional Assurance Surveyor), RICS Regulation

17:30  Q&A

18:00  Thank you and Close


  • RICS Professionals £45
  • Non-RICS Professionals £45
  • Visa

  • Mastercard