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Managing Client Money
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Download or read book Client Money written by R. Mortensen and published by . This book was released on 2017-03-23 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: This valuable text provides comprehensive and detailed guidance on the law and professional standards and ethics governing the role of lawyers in handling money held for a client, with a particular focus on lawyers' trust account management. It covers all Australian jurisdictions, and includes the Legal Profession Uniform Law now in force in New South Wales and Victoria.As the security of trust money rests significantly on how lawyers account for trust account transactions, the accounting required by law is explained and examples are given to illustrate how accounts are to be kept. The more general legal responsibilities relating to handling of others' money are also discussed, including those arising in contract, tort and under fiduciary and trustees' duties. The author also addresses the statutory powers that underpin civil remedies such as the ordering of accounts and appointment of receivers.The scope and depth of coverage of this work make it essential reading for legal practitioners, students and graduates undertaking practical legal training.Features· Comprehensive coverage Australia-wide of trust account requirements · Identifies the underlying ethical responsibility of practitioners in managing client funds· Ensures appropriate awareness of the consequences of breach· Includes plentiful accounting examples· Clear, accessible explanations Related TitlesEbejer, LexisNexis Questions and Answers: Legal Practice and Ethics, 2nd ed, 2016MacFarlane & Ross, Ethics, Professional Responsibility and Legal Practice, 2017Ross, Ethics in Law: Lawyers' Responsibility and Accountability, 6th ed, 2014
Book Synopsis The New Wealth Management by : Harold Evensky
Download or read book The New Wealth Management written by Harold Evensky and published by John Wiley & Sons. This book was released on 2011-05-03 with total page 480 pages. Available in PDF, EPUB and Kindle. Book excerpt: Mainstay reference guide for wealth management, newly updated for today's investment landscape For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book Includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition – endorsed by investment luminaries Charles Schwab and John Bogle Presents an approach that places achieving client objectives ahead of investment vehicles Applicable for self-study or classroom use Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today's new investment landscaped, this update to the classic reference is more important than ever.
Book Synopsis Managing Client Money by : Reid Mortensen
Download or read book Managing Client Money written by Reid Mortensen and published by Butterworth-Heinemann. This book was released on 2011 with total page 175 pages. Available in PDF, EPUB and Kindle. Book excerpt: "... Addresses the principles of trust account management clearly and comprehensively by integrating the legislation, principles of trusts and fiduciary law, professional ethical rules and tribunal and court decisions.
Book Synopsis Solicitors Disciplinary Tribunal by : Nigel West
Download or read book Solicitors Disciplinary Tribunal written by Nigel West and published by The Law Society. This book was released on 2016-02-18 with total page 381 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Solicitors Disciplinary Tribunal (SDT) has the power to strike off a solicitor from the roll, suspend a solicitor from practice, fine or reprimand a solicitor or make such other order as it thinks fit. Whilst over 90% of all cases brought before the SDT are brought by the SRA, it is open to anyone to bring a matter before it.This book provides a unique step-by-step guide to the law and practice of the Solicitors Disciplinary Tribunal, from the issue of proceedings through to appeal. Its practical approach will help anyone who wishes to avoid the common pitfalls faced by unfamiliar users of the Tribunal.It is the only comprehensive book available on SDT proceedings and it contains all the leading cases on Tribunal proceedings, many of which are not available on the internet, in one handy volume.
Book Synopsis The Law and Regulation of Solicitors: Client Money by : Katie Jackson
Download or read book The Law and Regulation of Solicitors: Client Money written by Katie Jackson and published by Bloomsbury Publishing. This book was released on 2023-05-01 with total page 477 pages. Available in PDF, EPUB and Kindle. Book excerpt: All those involved in legal services delivery, whether solicitors, licensed conveyancers, reporting accountants, or other legal professionals, need to understand the requirements for receiving, holding, and transferring client money. Handling this money also has another dimension for the professional to carefully consider: the serious issue of anti-money laundering. Presenting the rules, requirements, and anti-money laundering context of law firm financial management in an easy-to-understand guide, this book takes a new angle by examining client money in two important and related arenas: - Within the client account - Within the legislative framework for money laundering Providing a straightforward explanation of the Solicitors Accounts Rules, CLC Accounts Rules, the Money Laundering Regulations 2017, and the relevant sections of the Proceeds of Crime Act 2002, its practical layout encompasses diagrams, worked examples, and a section of training materials for use as continuous professional development. The book not only informs and is a reference point for the reader and their firm, but it also provides example forms, risk assessments, and training plans. Firms can use it as a basis for policies and procedures, learning and education, and for broader policy debate amongst more senior professionals. This is essential reading for those studying to become solicitors or licensed conveyancers; legal and finance professionals; money laundering reporting officers; and accounts professionals in legal services.
Download or read book Client Money Protection written by and published by . This book was released on 2017 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis A Common Sense Approach to Client Money Management by : Richard Hugo-Hamman
Download or read book A Common Sense Approach to Client Money Management written by Richard Hugo-Hamman and published by . This book was released on 2003 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Providing Home Care by : William Leahy
Download or read book Providing Home Care written by William Leahy and published by Hartman Publishing Inc. This book was released on 2004 with total page 370 pages. Available in PDF, EPUB and Kindle. Book excerpt: The second edition of Providing Home Care: A Textbook for Home Health Aides, the accompanying workbook, and the instructor?s guide are now available!This book will help your aides master what they need to know to provide excellent, compassionate care to clients with very different needs.This book is organized around learning objectives with colored tabs for easy location of material.The second edition contains new and/or updated information on: HIPPA and protecting a client's privacy MRSA and VRE Care for the client with COPD Cultural sensitivity Hip replacement care Mercury-free thermometers Disinfection and sterilization NEW two-step procedure for taking blood pressure We also condensed and made the anatomy and physiology chapter more basic, added chapter review questions, and updated the design and many of the illustrations.
Book Synopsis The Louisiana Lawyer and Other People's Money by : Louisiana Bar Foundation
Download or read book The Louisiana Lawyer and Other People's Money written by Louisiana Bar Foundation and published by . This book was released on 1998 with total page 28 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Client Psychology written by CFP Board and published by John Wiley & Sons. This book was released on 2018-02-19 with total page 340 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Client-Centered approach to Financial Planning Practice built by Research for Practitioners The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being. This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications. Defines an entirely new area of focus within financial planning practice and research: Client Psychology Serves as the essential reference for financial planners on client psychology Builds upon and expands the body of knowledge for financial planning Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach If you’re a CFP® professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf.
Book Synopsis The Law and Regulation of Solicitors by : Katie Jackson
Download or read book The Law and Regulation of Solicitors written by Katie Jackson and published by . This book was released on 2023 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: All those involved in legal services delivery, whether solicitors, licensed conveyancers, reporting accountants, or other legal professionals, need to understand the requirements for receiving, holding, and transferring client money. Handling this money also has another dimension for the professional to carefully consider: the serious issue of anti-money laundering. Presenting the rules, requirements, and anti-money laundering context of law firm financial management in an easy-to-understand guide, this book takes a new angle by examining client money in two important and related arenas: - Within the client account - Within the legislative framework for money laundering Providing a straightforward explanation of the Solicitors Accounts Rules, CLC Accounts Rules, the Money Laundering Regulations 2017, and the relevant sections of the Proceeds of Crime Act 2002, its practical layout encompasses diagrams, worked examples, and a section of training materials for use as continuous professional development. The book not only informs and is a reference point for the reader and their firm, but it also provides example forms, risk assessments, and training plans. Firms can use it as a basis for policies and procedures, learning and education, and for broader policy debate amongst more senior professionals. This is essential reading for those studying to become solicitors or licensed conveyancers; legal and finance professionals; money laundering reporting officers; and accounts professionals in legal services.
Author : Publisher :Oxford University Press ISBN 13 :0198837259 Total Pages : pages Book Rating :4.1/5 (988 download)
Download or read book written by and published by Oxford University Press. This book was released on with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Client Management for Lawyers by : Alexander Y. Benikov
Download or read book Client Management for Lawyers written by Alexander Y. Benikov and published by CreateSpace. This book was released on 2014-03-23 with total page 222 pages. Available in PDF, EPUB and Kindle. Book excerpt: Client Management may be the single hardest part of being a lawyer. Talk to any attorney and they will tell you this is true. Law schools do not spend enough time teaching students how to manage clients. The difference between having a happy legal career and a miserable one can come down to how a lawyer deals with their clients. I believe that any lawyer or law student who reads Client Management For Lawyers will find it useful and beneficial. "Alex Benikov has penned a critical work--the importance of client management cannot be understated for the modern legal practitioner."-Criminal defense lawyer John McBee"I am very fortunate to have met Alex Benikov as a professor at Arizona Summit Law School, and to have the chance to read his latest book on client management. Unlike Professor Benikov's law school experience our school did offer a “Client Management course”. However, this course was more based on setting up a law office, and a partnership than the more practical areas that attorneys will overlook until trouble happens. Alex Benikov's newest book “Client Management for Lawyers” is a book I would recommend for anyone in the legal community, this book shares information on a level that anyone would be able to comprehend and follow. The best part of reading “Client Management for Lawyers” is the fact I have personally witnessed Alex Benikov live by these words, and how well he interacts with clients. I highly recommend this book for any attorney who will deal with clients in the practice of law." - Civil and criminal defense lawyer Frank Schreiber "I wholeheartedly recommend this book to law students. Law school does not prepare you for how "challenging" many clients can be. Lawyers need to know how to handle difficult issues involving client management. Mr. Benikov's book will help readers start thinking about how they would deal with such clients." -Civil and criminal lawyer Karen Richman"As a practicing attorney, I have learned that there are few areas more difficult to master than client management. Clients are often intimidated when meeting with an attorney. Mr. Benikov's book lays out very effective methods of interacting with clients. Whether its tips for making clients feel more at ease or methods of taking control of certain situations, there are great approaches in the book. I would recommend the book to all law students who are serious about becoming good attorneys." -Civil lawyer Geoff Malicoat"This book should have been written a long time ago. Law schools do not spend enough time teaching students how to deal with clients. This books shows practical, down to earth approaches that every attorney can use. There is no way to make client management easy but this book will point attorneys in the right direction."-Civil lawyer H.L. Haines
Book Synopsis Clinical Case Management by : Robert W. Surber
Download or read book Clinical Case Management written by Robert W. Surber and published by SAGE. This book was released on 1994 with total page 300 pages. Available in PDF, EPUB and Kindle. Book excerpt: The integration of a broad array of interventions is described in this comprehensive, practical guide for those working with seriously mentally ill adults. It draws on the experience of clients who struggle with severe and disabling problems in a challenging urban environment. The contributors argue that psychological and practical issues are intertwined and therefore such interventions must be delivered concurrently. They also emphasize that understanding and using the resources of a client's culture is critical to the successful implementation of care, and that families and natural support systems are essential components of the care system.
Book Synopsis Money Management Mindset by : Dennis Bielik
Download or read book Money Management Mindset written by Dennis Bielik and published by Greenleaf Book Group. This book was released on 2020-04-21 with total page 154 pages. Available in PDF, EPUB and Kindle. Book excerpt: Your Guide to Financial Security In Money Management Mindset, author Dennis Bielik begins with an analogy. In the board game of Life, players spin a wheel, which determines how fast or slow they move through spaces that represent various life activities, such as college, jobs, marriage, and children. Players may move quickly or slowly, depending on where the spinner lands. When it comes to a first job, salary is determined by choosing a card at random. Players might land on a space with an unexpected event—some spaces benefit your life, and others set you back. The great thing about this board game is you can play it more than once. You learn to create a strategy and improve your chances to win. Real life, of course, gives you only one chance. However, we make our own choices about these events rather than rolling dice or drawing cards. Even more importantly, you can create a financial strategy that will help you manage expected landmarks like marriage, children, and work. There are also strategies on how to handle unexpected events, such as job loss, divorce, and illness. You can learn ways to assess what you dream, want, and need, so that your life and those of your loved ones are as secure as you can make them. This book will help anyone understand how to plan for life and be financially prepared for both the expected and the unexpected.
Author :American Bar Association. House of Delegates Publisher :American Bar Association ISBN 13 :9781590318737 Total Pages :216 pages Book Rating :4.3/5 (187 download)
Book Synopsis Model Rules of Professional Conduct by : American Bar Association. House of Delegates
Download or read book Model Rules of Professional Conduct written by American Bar Association. House of Delegates and published by American Bar Association. This book was released on 2007 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.
Book Synopsis The Naked Truth About Your Money by : Bill DeShurko, C.F.P.
Download or read book The Naked Truth About Your Money written by Bill DeShurko, C.F.P. and published by Penguin. This book was released on 2007-08-07 with total page 322 pages. Available in PDF, EPUB and Kindle. Book excerpt: Straight talk for 'Generation Broke' on building a financial future. People in their twenties and thirties have special financial needs: college loans, building good credit, buying a car, financing their first home, and-while they don't like to admit it-even planning already for their retirement. Aimed at Gen Xers and Yers, this book is a no b-s guide to money management and investment strategies that helps readers learn about-and care about- their financial future while they're still young enough to make a positive impact on it. Free of jargon, double-talk, and boring lectures, financial expert DeShurko cuts to the quick on: -401(k)s -Finding the right bank -Understanding and improving FICO scores -Credit card interest rates -Budgets to avoid-or get out of-debt -Debt-consolidation and savings accounts -Investment options, insurance, and taxes
