Conducting a Client/Matter Risk Assessment – A Practical Guide
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Give us your feedback on this session: https://form.sra.org.uk/s3/clientrisk-feb24
Our recent thematic review of client/matter risk assessments found that less than half of assessments produced in firms were compliant, prompting us to issue an alert on this topic.
In this webinar we will discuss:
Why it is important that you have compliant customer/matter risk assessments
Common areas of non-compliance
Hints and tips for conducting your own assessments
We also illustrate how you can use and personalize the client/matter risk assessment templates released in October 2023.
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