This training course delivers instruction on how to handle client money in consideration of Legislation, the RICS Residential Service Charge Code and TPI Consumer Charter and Standards It will aim to enable those with the responsibility handling client will be knowledgeable in the rules and regulations governing handling money that does not belong to the Managing Agent.
Training Course Content
By the end of the course, you will have gained:
- An understanding of bank accounts and the operating conditions of accounts holding client money.
- An understanding of the different types of reconciliations required.
- Knowledge of processes and procedures around receipting client monies
- Knowledge of process and procedures around payment of client monies
- What information you need to give your client when handling client monies
Intended For
Client Account Managers, Client Accounts, Staff Members dealing with receipts and payments.
Staff Members undertaking bank reconciliations,
Anyone else who has overall responsibility for the handling of client money
Fees
| Membership level | Price |
|---|---|
| Members | £35.00 |
| Non Members | £60.00 |