Do you manage your clients’ money effectively? All RICS regulated firms are required to protect clients’ money so ensure you follow the best practice steps to comply with the RICS Rules of Conduct.
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RICS firms adopt different ways for managing clients’ money, in order to deliver an appropriate level of confidence to RICS, existing clients, potential clients and stakeholders.
Discuss with an RICS Accountant, how you should operate and manage your clients’ bank accounts, identifying RICS requirements for completion of reconciliations and controls over the receipt and payment of client monies.
For any regulated firms who hold clients’ money, implementing the best practice steps highlighted here will provide the necessary assurance that you are complying with the RICS Rules of Conduct.
Powerpoint presentation using case studies to show how knowledge and skills in practice, with interactive features including open discussions and multiple-choice quizzes.
Principals, accountants, book-keepers, anyone involved in the handling of client monies.