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:
Course materials will be sent to you when you have paid for your registration (note: except that materials for the Auckland session in March will be dispatched in February). Early registration is recommended to allow enough time to prepare for the assessment.
The course materials comprise a manual and a workbook folder of practical exercises to help you prepare for the assessment day.
The assessment comprises four elements:
If you fail any part of the assessment, you will be required to resit the elements that you failed. This can take place in your home town.
|Auckland 1||29 March|
|Auckland 2||18 October|
|Trust Account Supervisor Training Programme (includes course materials and catering)||$580|
|Recount or re-mark of assessment||$100|
|Resit of all or part of the two written assessments||$140|
|Resubmission of the observation report||$140|
|Transfer to a later assessment day - fee payable
This calendar year only
16+ working days' notice - $195
5-15 working days' notice - $325
0-4 working days - $580
16+ working days' notice - $325 refund
5-15 working days' notice - $195 refund
0-4 working days - No refund
Minimum and maximum numbers apply. Registration is limited to lawyers. Registrations will be accepted on a first-come/first-served basis. Registrations close 20 working days before the presentation date (the closing date). NZLS CLE Ltd reserves the right to cancel any session that does not reach the budgeted minimum number of registrations. This decision will be made on the closing date and a full refund will be made to each registrant of the cancelled session.
|Course materials (for those who do not need to complete the assessment)
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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Trust Account Supervisor Training Programme - Wellington
21 September - The Terrace Conference Centre
Trust Account Supervisor Training Programme - Auckland 2
18 October - The Parnell Hotel & Conference Centre
Trust Account Supervisor Training Programme - Christchurch
8 November - Novotel Christchurch Cathedral Square
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