This document is only available with a paid isurv subscription.

Client money Client money is any money that a firm receives that does not belong solely to the firm. Firms should bank client money receipts into a client account in which the firm holds funds in trust on behalf of its clients. Examples of client money include: fees received in advance for professional...

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

Try isurv for free!

You can get instant access to a free, 7-day trial of isurv simply by filling in the free trial form. Please note that the free trial includes full access to isurv with the exception of downloadable content which is only available with a paid subscription.

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

For further questions, don't hesitate to call: +44(0)247 686 8555.