Completing client/matter risk assessment – A practical guide
12 February 2024
Our recent thematic review of client/matter risk assessments found that less than half of those produced within firms were compliant with the rules. This led to us issuing a warning notice on the issue.
In this webinar we will discuss:
- Why it is important that you have compliant client/matter risk assessments
- Common areas of non-compliance
- Hints and tips on completing your own assessments
We will also illustrate how you might use and personalise the client/matter risk assessment templates we published in October 2023.
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