Page 307 - IOM Law Society Rules Book
P. 307
ADVOCATES ACCOUNTS RULES 2008
3. Advocates covered by this report. For a recognised body, complete the names of directors and any other
advocate(s) who have held or received client money or controlled trust money, or who have operated any
client’s own account as signatory. Report period. This is the period of the report which covers each
individual. This only needs to be completed if it is different from the firm’s accounting period.
Quote date ceased to hold client money, etc. This needs to be completed if the advocate has ceased to hold
client money and/or controlled trust money, and to operate any client’s own account as signatory.
Report period
If appropriate
Surname Forename(s) Status From To quote date if
ceased to hold
client money etc
APPENDIX 3 – Accountant’s Report Form (Rule 47) page 64
