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Frequently asked questions
How can we help you?
- Ring-fenced client bank account: Hold all client money in a ring-fenced client money account with a bank or building society authorised by the Financial Conduct Authority
- Professional Indemnity Insurance: Current and up to date
- Redress membership: Current and up to date
- Membership rules: you are complying with our [membership rules link], in particular handling client money [client money rules link]
- Transparency requirements: Legally you must display your annual Client Money Protect membership certificate and the Client Money Protect logo/window sticker in all offices and on your business website link here