Simplify Attorney Trust Management with Our Expert Checklist

Stay compliant with LPC and Fidelity Fund regulations using our tailored guide for South African attorneys.

Compliance Made Simple


Managing attorney trust accounts can be challenging, especially when navigating the intricate regulations set by the LPC and Fidelity Fund. Our checklist simplifies this process, helping you ensure full compliance with ease and confidence.

Tailored for South African Attorneys

Designed specifically for South African attorneys, this checklist aligns with the procedures set out by the Independent Regulatory Board of Auditors. It's comprehensive yet easy to use, making regulatory compliance straightforward and hassle-free.

Your Go-To Compliance Guide

Whether you're setting up trust accounts or need a refresher on the regulations, our checklist is your trusted companion. Avoid common pitfalls and protect your practice with this essential resource.
Businessman being depressed by accounting in his office

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.

attorney working with clients and solving their problems
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.

stacks of paper with an overwhelmed and stressed attorney

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.

Relaxed attorney enjoying a cup of coffee
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

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