Webinar

Client Money Workshop

Thu 30 Jan 2025 – Thu 24 Jul 2025 • 09:30 - 11:30 CUT • 2.5 Hours Formal CPD

Online

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

Workshop Dates

24 April

Free

22 May

Free

26 June

Free

24 July

Free

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