CONDUCT AND MEMBERSHIP RULES - Propertymark

CONDUCT AND MEMBERSHIP RULES . CONTENTS. INTRODUCTION .. 4. GENERAL OBLIGATIONS ..5. CONDUCT RULES FOR ALL PPD MEMBERS .. 6. 1. Accounting Rule ..6. Introduction to the Accounting Rule ..6. Interpretation and definitions of some key terms used in Client Accounting ..6. Using a Client Accounting Service Provider (CASP) ..7. General ..9. Provision of this Rule to relevant staff and the reporting Accountant ..9. Key elements ..9. Access to, or availability of, Client Money ..10. Client Money from members' properties ..10. Title and conditions of a Client (Bank) Account ..10. Clients' Money ..10. Clients' Money does not include the following.

Propertymark Conduct and Membership Rules V.01.01.2018 Page | 7 Clients ledger Documents, journals, file cards, printouts – handwritten or mechanical or computer generated – which comprise a permanent chronological record of transactions and balances for an individual

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