Client Money Workshop
-
Email -
Facebook
-
Linkedin
-
Twitter
-
Whatsapp
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
You may also be interested in
Webinar
Global JCT Delivering Construction Projects - 3 Part Series
• 4.5 Hours Formal CPD • Online
From £188
+ VAT
Networking
Coffee, cake & candidates, Birmingham
Wed 22 Jan 2025 • 11:00 - 14:00 GMT • RICS, 55 Colmore Row, Birmingham, B3 2AA
Free
Conference
RICS in Norwich: Lunchtime Lectures - Retrofit in historic buildings
Wed 22 Jan 2025 • 12:00 - 14:00 GMT • 1.0 Hours Formal CPD • Maids Head Hotel, 20 Tombland, Norwich, NR3 1LB
£25
Webinar
Strategies for design, construction and financing against climate disasters
• 1.0 Hours Formal CPD • Online
Free
Webinar
Designated Professional Body Scheme for General Insurance Distribution Activities Workshop (UK)
• 2.5 Hours Formal CPD • Online
Free
Seminar
Unify Energy roundtable discussion
Thu 23 Jan 2025 • 10:00 - 13:00 GMT • BASE, Greenheys Ln, Manchester M15 6LR
Free
Matrics Event
RICS Matrics Norfolk & Suffolk: Site Visit - Long Stratton Bypass and NEC Contracts talk
Thu 23 Jan 2025 • 15:00 - 16:30 BST • Octavius Infrastructure Site Office, Ipswich Road, Long Stratton, Norwich, NR15 2XA
Free
Seminar
RICS Matrics Cornwall: Seminar - Work as an Expert Witness in civil litigation disputes
Thu 23 Jan 2025 • 17:15 - 18:45 GMT • Hotel Vara 49 Falmouth Rd, Truro TR1 2HL
£3
+ VAT
