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SRA Account Rules
SRA account rules - a refresher and update

Objectives and Content

This course is a refresher course and is aimed at senior members of the internal account team, COFAs and any fee earner who requires an update on the SRA account rules. 4 key areas of the rules will be examined by considering the most common rule breaches. The course will also review current SRA announcements on compliance with the financial aspects of Outcomes Focused Regulation.
 

  • Brief overview of the main elements of the SRA account rules
  • Common breaches for 4 key areas
  • Responsibilities of the fee earner and the internal accounts team
  • Outcomes Focused Regulation on financial management and indicative behaviours
  • Recent SRA updates and releases

Who should attend

All fee earners and senior members of the internal accounts team requiring an update on the SRA account rules

Duration

3 hours

Course Types

In house courseIn house
Face to Face courseFace to Face
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SRA accounts rules - detailed guidance

Objectives and Content

This course is intended for members of the internal accounts team of a law firm. A practical approach is used throughout, from the examination of daily tasks required to comply with the rules, to the development of a system of checks and controls. Case studies and examples will be used to examine each section of the rules in detail. Delegates will increase their understanding of the rules and learn how to avoid the most common breaches. The course will include:
 

  • Setting up a new client
  • Receipt of client money
  • Disbursements
  • Withdrawals from the client account
  • Raising a bill and earmarking funds
  • Ledger balances and reconciliations
  • Bank reconciliations
  • Year end compliance

Who should attend

Members of the internal accounts team, including cashiers, who require detailed guidance on the SRA account rules

Duration

6 hours

Course Types

In house courseIn house
Face to Face courseFace to Face
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