COFA: Firms' planning and processesMax Masters explores the practical steps COFAs can take to fulfil their responsibilities
Don't bank on itFirms can inadvertently provide banking facilities in breach of the rules, as Max Masters and Merete Poulson explain
Don't Bank on itFirms can inadvertently provide banking facilities in breach of the rules, as Max Masters and Merete Poulson explain
Changes to the definition of client moneyThe SRA's proposals could reduce the administrative and financial burden of maintaining a client account and obtaining an accountant's report, writes Max Masters