Guidance

Risk factors in personal injury claims - Warning notice

Warning notice: This warning notice reminds you of your obligations if you take personal injury referrals from third parties, work closely with them or act on their instructions.

Granting authority to withdraw residual client balances

This guidance explains how we make decisions to grant authorisation to a firm to withdraw amounts over £500 from client accounts.

Withdrawal of residual client balances

Use this form to apply for an authority to withdraw funds from client account for balances of £500 and over.

The prescribed circumstances in which you can withdraw client money from client account to pay to a charity of your choice

A residual client account balance is money that you have not returned to your client at the end of a retainer and it is now difficult for you to do so as you cannot identify or trace the client.

Taking money for your firm's costs - Guidance

Guidance: For all SRA-authorised firms and individuals that receive money and assets from clients and third parties and use that money to pay fees and disbursements.