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Event Details

  • Richard Lane
  • Coventry Rugby Club, The Butts, Coventry
  • Tuesday 09/04/2019
  • 10:00 - 12:00
  • £90 members £140 non-members

Residual Client Balances Workshop


2 CPD Hours


During this highly practical workshop, leading SRA Accounts Rules expert, Richard Lane, will give detailed consideration to one of the most common SRA Accounts Rules compliance issues - Residual Client Ledger Balances.


Delegates attending this course will benefit from a thorough and complete examination of all aspects of Residual Client Ledger Balances including -


  • What the SRA Accounts Rules say about      Residual Client Ledger Balances
  • The SRA's Exacting Standards
  • The COFA's Reporting Obligations
  • How to Tackle Existing Residual Client      Ledger Balances under the SRA Accounts Rules
  • Avoiding the Occurrence of Future Residual      Client Ledger Balances
  • Making a Waiver Application to the SRA
  • Open Forum for discussion

This course is designed to meet the needs of Compliance Officers for Finance and Administration (COFA's), sole practitioners, partners, members, directors, managers, fee earners, compliance/risk officers, practice managers and finance staff working within a solicitors practice or Alternative Business Structure (ABS).

Make a booking


Thank you for your booking.


Once you have submitted your booking, you will receive a hard copy confirmation, together with a location map and invoice.


If you are unable to attend a course, you can send someone in your place, but unfortunately, no refund of course fees (or cancellation of invoices already generated by the Society) can be given unless the course does not proceed, in which case we will offer you either a full refund, cancel the invoice if one has been raised, or provide you with a credit to be used against a different course.


May we draw to your attention to the fact that training normally takes place in our 2nd floor Conference Suite and we do not have a lift. Therefore access may prove difficult if you have restricted mobility. Please contact us immediately as consideration can be given to making other arrangements.