Client Money, Fees and Handling Client
Funds

Understand appropriate controls for client money, fees and handling funds in property agency work.

A BETTER WORKPLACE CONVERSATION

Clear learning. Practical workplace action.

Understand the controls required when handling client money, fees and other funds within property agency work.

For lettings, property-management, accounts, administrative and branch-management staff.

Covers segregation, authorisation, receipts, reconciliation, transparency of fees, record keeping and escalation of discrepancies.

English · Welsh · Others

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BUYING FOR YOURSELF

Purchase the version matching your role and jurisdiction, then access it through the WC learning platform.

BUYING FOR A TEAM OR ORGANISATION

Assign by role, location and responsibility; add policies, practical evidence, management sign-off, renewals and reporting.

The right training for the role

The same core requirement—made relevant to your people, their risks and the setting in which they work.

For teams and organisations

WC can connect learning with organisational policies, local plans, practical evidence, management sign-off, renewal controls and workforce reporting.