Accounts procedures

Accounts procedures guidance:

1 This document sets out our [accounting OR finance] systems and controls. Any person working in the firm’s [Accounts OR Finance] department must ensure they have read...

Precedents

1 Introduction This document sets out our [accounting OR finance] systems and controls. Any person working in the firm’s [Accounts OR Finance] department must ensure they...

Precedents

1 Introduction 1.1 This accounts manual sets out our [accounting OR finance] systems and controls for fee earners and other non-[accounts OR finance] staff. There is a...

Precedents

1 This document sets out our [accounting OR finance] systems and controls for fee earners and support staff. 2 Basic principles 2.1 We have an overriding duty to protect...

Precedents

The overarching objective of the Accounts Rules is to keep client money safe. Except when the rules provide otherwise, you must: • keep other people's money separate from...

Practice Note

This Practice Note sets basic accounts procedures firms are expected to implement and is drawn from: • the SRA Accounts Rules 2011 (SRA AR 2011) • SRA Guidelines on...

Practice Note

This Practice Note sets out the requirements of the SRA Accounts Rules 2019, in force from 25 November 2019, regarding client accounting procedures and records. It also...

Practice Note

This Practice Note sets out the requirements of the SRA Accounts Rules 2019 (the 2019 Rules), in force from 25 November 2019, together with supporting guidance published...

Practice Note

This presentation has been designed as an aid to train your fee earners and support staff on accounts procedures. The training materials are customisable. This version of...

Precedents

The SRA Standards and Regulations are in force from 25 November 2019. They include new Accounts Rules, which are simpler and less comprehensive than the SRA Accounts...

Precedents
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