2 Oct 2021COFA: Firms' planning and processesMax Masters explores the practical steps COFAs can take to fulfil their responsibilities
1 Jul 2020Don't bank on itFirms can inadvertently provide banking facilities in breach of the rules, as Max Masters and Merete Poulson explain
1 Jun 2020Don't Bank on itFirms can inadvertently provide banking facilities in breach of the rules, as Max Masters and Merete Poulson explain
7 Sept 2016Changes 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