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Client Money & Client Asset Reports

As a regulated entity it is important for you to know that your client money and client assets are being properly cared for and that you are complying with all the relevant requirements applicable to your business.

Our highly experienced team is fully conversant with reporting to the following:

  • The Solicitor’s Regulation Authority;
  • ARLA PropertyMark;
  • The Associated and Residential Managing Agents (ARMA);
  • The Royal Institution of Chartered Surveyors (RICS); and
  • The Financial Conduct Authority (FCA).

We will assist you and your team in drawing up the relevant reports for submission to your supervisory body.

As part of the process, we will also make observations and recommendations in relation to your systems to help you ensure that you are fully compliant with the relevant rules and regulations.

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If you have any questions about how your business could benefit contact us today:

020 7731 6163

“they have helped me make informed judgments at every twist and turn and offer incredible value.”
Meon Valley Travel