Seminar ID
PME-2013-10-16
Date and time
Wednesday, October 16, 2013 at 17:30 EST see it in calendar
Attendance
- recording
Languages
- in English
CPD hours
Venue
Description
Free-of-charge!
1. Thorough review of the items listed on the Compliance Audit Check List
2. Review of Member Information Confirmation Form
3. Preparation of Statutory Declaration of Background and Good Conduct and attachment
4. Review of Bank Statement for the Month of audit
5. Client Account Reconciliation Statement:
a) Gathering of information for its preparation
b) The various segments of it
c) Identification of non-reconciled items
d) Balancing of the Reconciliation Statement
6. Preparation of Client List and making sure that its total equals the Client Liability Account
7. Sample of a Retainer Agreement
8. Sample of an Agent Agreement
9. Preparation of Client File Management System, and
Cost
This video recording is offered free-of-charge for its educational value. It is not eligible for CPD hours by any regulatory body
Free -
100% discount
Presenters
Disclaimer
Please note that speakers and topics were confirmed at the time of publishing; however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. IMEDA reserves the right to alter or to modify the advertised speakers and /or topics, if necessary. Any schedule substitutions or alterations will be updated on the IMEDA website as soon as possible and all registrants will be notified by e-mail.