The CASS Training Course for
Claims Management Companies
£55 plus VAT per person
This 45-minute training course provides the learner with a detailed look at the Financial Conduct Authority's CASS 13 Rules, which are the Client Assets Sourcebook rules which apply specifically to claims management companies.
​
The CASS 13 rules direct how a firm who holds client money should conduct itself in protecting that money. This includes where to keep the money and how to segregate it from the firm's own funds.
​
The course takes the learner through the 'client money rules' and the 'client money distribution rules'. It also looks at record keeping and bank reconciliations.
​
The course is ideal for induction or refresher training and can be done at the learner's own pace to fit in with a busy schedule.
​
There are multiple-choice tests throughout the training and a Certificate of Competence for those who successfully complete it.
​
As a specialist solicitor in regulatory law, I have a lot of experience in dealing with FCA related matters, which has helped me to create this training and give my view on how the CASS 13 rules should be implemented.

Frequently asked questions
Purchase and enrol today
TRAINING COURSE
THE CASS TRAINING COURSE
FOR CLAIMS MANAGEMENT
COMPANIES
By Solicitor
​
ANDREW SWAN
THE CASS TRAINING COURSE FOR CLAIMS MANAGEMNT COMPANIES​​
​
​£55 plus VAT