Finance
Client money segregation, done properly
23 August 2026
Handling client money carries obligations that a general business account was never built to meet. A dedicated Client Money Account keeps those funds properly segregated from the business's own accounts, with every transaction against it individually recorded.
That gives a business the same FCA CASS-style rigour a regulated firm needs, built directly into the same platform running its other internal record-keeping - not a separate spreadsheet kept apart from everything else.
Because every transaction is auditable at any time, a client money account here stands up to real scrutiny rather than depending on someone remembering to reconcile it at month end.
Frequently asked questions
Is client money mixed with our own funds anywhere?
No - a Client Money Account is kept entirely separate from the business's own accounts at every point.
Can every transaction be reviewed individually?
Yes - every transaction against a client money account is recorded and auditable at any time, not just summarised as a running total.
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