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Assessment days l Learning objectives l Course resources l Fees l Cancellations l CPD Hours
Under the Financial Assurance Scheme all practices operating a trust account must appoint a qualified Trust Account Supervisor. The Trust Account Supervisor must be a lawyer and may be a partner or director in a law firm, or a sole practitioner.
To become a Trust Account Supervisor, a lawyer must pass the NZLS Trust Account Supervisor assessments (Regulation 19, Lawyers and Conveyancers Act (Trust Account) Regulations 2008).If you have previously completed the TAS course, you may wish to refer to Regulation 19(3) Lawyers and Conveyancers (Trust Account) regulations 2008 to assess whether you are eligible to complete only a ‘refresher’ course. For further information about refresher requirements please email [email protected]
The training programme consists of self-study learning materials that are designed to help you prepare for assessment.
It is recommended that you spend at least 40 to 50 hours completing the self-study learning material and preparing for the assessment day. The learning materials include background information, examples and practice exercises with answers. About a month before the assessment day you will be sent mock examinations and model answers.You will also need to examine a trust account in operation and write a report outlining your observations, to be submitted by email before the assessment day.
Candidates will be able to:
Your course materials comprise a manual and a workbook folder of practical exercises to help you prepare for the assessment day. 2021 materials will be dispatched in February.
The assessment comprises four elements:
In the event that you fail any part of the assessment, you will be required to resit the elements that you failed. This may take place in your home town.
Download a copy of the course brochure
Auckland 1 | 15 April |
Hamilton | 13 July |
Wellington | 22 September |
Auckland 2 | 19 October |
Christchurch | 9 November |
Registrants can claim 7.5 CPD hours on receipt of their returned observation report and participation on the assessment day.
Use this window to add all the registrants you wish to register on behalf of. If you want to attend the course also, ensure you add yourself as one of the registrants. Make sure you press ‘save’ after adding each new registrant.
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Displaying: 1 - 5 of 5 items. | Price. | Add to cart. | |
Trust Account Supervisor Training Programme - Auckland 115 April - The Parnell Hotel & Conference Centre |
NZ $560.00 | ||
Trust Account Supervisor Training Programme - Hamilton13 July - Novotel Tainui |
NZ $560.00 | ||
Trust Account Supervisor Training Programme - Wellington22 September - Terrace Conference Centre |
NZ $560.00 | ||
Trust Account Supervisor Training Programme - Auckland 219 October - The Parnell Hotel & Conference Centre |
NZ $560.00 | ||
Trust Account Supervisor Training Programme - Christchurch9 November - Novotel Christchurch Cathedral Square |
NZ $560.00 | ||
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