Compliance

HOW TO COMPLY WITH AUDITS AND TRUST ACCOUNTS A brand new session *

 

Thissession focuses on the obligation to remain up to date and compliant with thePPA and PPR. Every Property Practitioner Business should know how to meet theaudit and trust requirements.

 

ThePRACTICAL focus on:

 

WHOIS REQUIRED TO SUBMIT AN AUDIT REPORT ON TRUST ACCOUNTS ANNUALLY

·      Audits vs an independent review

·      Requirements

·      Processes and timeframes

·      Exemptions from having a trust account

·      Types

·      Withdrawal of exemption

·      Role-players

 

TRUSTACCOUNT EXEMPTION & NON-EXEMPTED

·      Categories

·      Steps of the process

·      Documentation

·      Online Navigation and email addresses

·      The process

·      What is applicable to open/use of trust accounts compliance since PPA/PPR

·      Interest in a trust account

·      When lawfully entitled to payments

·      Legal obligation

·      Dates to keep in mind

 

AUDITREPORT

·      Winding up audit report

·      Submission

·      Compliance Notices

·      Re-submissions

·      Winding up audit report

 

COMMONCOMMUNICATION ERRORS

·      Inspection department

·      Audit portal

·      Registration department and FFC registrations

·      Dept department