AML glossary · UK

Client Account

Definition

A client account is a separately designated bank account, regulated under the SRA Accounts Rules 2019, in which a law firm holds money received from or for a client. Client account funds must be kept distinct from the firm's office funds, must be paid out only for the purpose for which they were received, and must be reconciled at least every five weeks. Misuse of client account funds is an SRA disciplinary offence and a frequent vector for money laundering through legal practice.

In practice

AML risk in the client account comes from receiving funds without a clearly identified underlying legal service, holding funds for unusually long periods, or routing funds through the firm to a third party. The SRA expects firms to refuse client-account use as a 'banking service' and to question any payment instruction that doesn't fit the matter.

Put Client Account into practice with Certivus

Knowing the term is the first step. Certivus gives you the workflows — client intake, CDD, EDD, PEP and sanctions screening, audit-ready records — to apply it across every client.

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