If your law firm receives or deals with money belonging to clients, it’s essential that you follow the SRA Accounts Rules.. Join this online event to stay up to date with the latest developments and learn how to avoid common mistakes made by law firms.
The Solicitors Regulation Authority (SRA) Accounts Rules set out the requirements for firms and sole practitioners who receive or deal with money belonging to or on behalf of clients. This includes trust money or money held on behalf of third parties. These rules apply to all firms regulated by the SRA and those who manage or work within such firms.
To ensure compliance with these rules, firms need to have robust systems and controls in place. These systems must be appropriate for the nature and volume of client transactions, and the amount of client money held or received.
During this event, our panel of experts will explain:
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Essential practices you must adhere to
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How the SRA’s rule changes affect your client account process
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How to avoid common mistakes that could result in penalties
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You’ll also get the chance to have your questions answered. Join us to gain peace of mind of what’s required of you and your firm to remain compliant with the SRA Accounts Rules.
Learning objectives
SRA Competencies A1
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Understand the current SRA Accounts Rules, changes to the rules over the last couple of years and potential changes in the future
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Learn what you need to do to remain compliant with the current rules
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Discover common errors and breaches that firms often make
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Understand the penalties for non-compliance with the rules
Who should attend?
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Sole practitioners
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Compliance officers for finance and administration (COFAs)
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Directors
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Partners
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Bookkeepers and finance personnel
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Aspiring law firm and compliance leaders
Format:
Date: 2 June 2026
Time: 12.00pm to 1.00pm
Location: Online
Price: See event page below for pricing
Registration for this event will close at 11.59pm on 1 June 2026.
