Get Your Trust Account Checklist Now!

Simplify Trust Account Compliance and Focus on Your Clients

Get a detailed checklist, examples of internal controls and a summary of the relevant sections of the act now.
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Are You an Attorney Struggling with Trust Account Compliance?

As an attorney, managing trust accounts is a critical part of your fiduciary duties. The complexity and time required to ensure compliance with the Legal Practice Council (LPC) and Fidelity Fund regulations can be overwhelming.

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BIG PICTURE

Overwhelmed by the Complexity and Risk of Non-Compliance?

Non-compliance with trust account regulations can lead to severe consequences, including financial penalties and damage to your professional reputation. The intricate rules and the time-consuming nature of trust account management add to the stress.

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Expert Guidance from a Registered Auditor and Chartered Accountant

I’m a Registered Auditor and Chartered Accountant (SA) with in-depth knowledge of the LPC and Fidelity Fund rules. I’ve created a comprehensive checklist to help you navigate these regulations with ease.

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FEATURES

What are the benefits of using this checklist?

Enhanced Compliance

Attorneys can confidently manage trust accounts in compliance with legal regulations, reducing the risk of penalties or sanctions.

Time and Resource Efficiency

The guide streamlines the process of trust account management, saving time and resources that can be better spent on client services.

Risk Mitigation

By adhering to the guidelines, attorneys can mitigate risks associated with trust account mismanagement, such as fraud or money laundering.

Professional Integrity

Following the guide reinforces the attorney’s commitment to ethical practices, enhancing their professional reputation and client trust.

KEEPING IT SIMPLE

Your Essential Trust Account Compliance Checklist

Navigating the complexities of trust account management can be daunting. Our comprehensive checklist is designed to simplify this process, ensuring you stay compliant with the Legal Practice Council (LPC) and Fidelity Fund regulations.

Detailed checklist

This checklist is your go-to resource for managing trust accounts with confidence, saving you time and reducing the risk of non-compliance. Download it now and take the first step towards streamlined trust account management.

Examples of internal controls

A list of easy to implement internal controls that will reduce the risk of non-compliance, error & fraud.

Summary of the Act

A summary of the relevant sections of the act

“I am so pleased with the service I received and I highly recommend this business. Service and professionalism is top-notch.”

Practitioner D Wassenaar

“We love working with Nuvia. Nuvia is helping us to implement new systems and design new processes that will automate and streamline the accounting function of our entire group and will provide real-time and accurate information on the financial performance and cash flow position of our group. Nuvia has also played a significant goal in structuring our group to legally minimize our annual tax obligation.”

Director N Hannemann

“Nuvia provides an up-close and personal service. Thanks to them, I don't have to worry about compliance issues, and can focus on building my business.”

Director N Grobbelaar