General requirements for client accounting

This document is only available with a paid isurv subscription.

Titles of client bank accounts Client bank account titles must include the word ‘client’ in full. If ‘client’ is not in the title of a client account, there may be no distinction between a client's and the firm's money. If the firm becomes insolvent, client money may not be ringfenced by the bank. The...

Explore the subscription options here to get full access to isurv, including downloads.

Try isurv for 1 month!

You can now get unlimited access to all isurv channels with our 1-month pass, available for only £39. To find out more, enquire with our team using our form.

Sign up for the isurv newsletter to receive a monthly round-up of the latest isurv updates.

For further support, please contact us by emailing isurv@rics.org or calling +44 (0) 247 686 8584