Client Money Protection & Handling

Petty Real is committed to ensuring that all client money is handled securely, transparently, and in line with industry regulations.

We are a member of a government-approved Client Money Protection (CMP) scheme, providing reassurance that client funds are protected.

Our Procedures

Our Client Money Handling Procedures set out exactly how funds are received, held, managed, and distributed. They cover:

  • How client money is held in designated accounts
  • Internal controls and authorisation processes
  • Record keeping and reconciliation
  • Safeguards in place to protect funds

Client Money Protection Certificate

View our Propertymark CMP certificate (PDF)

Transparency & Compliance

We operate in accordance with the professional standards set by Propertymark. You can view the full Conduct and Membership Rules here: https://www.propertymark.co.uk/professional-standards/rules.html

Need a Copy?

If you would like a copy of our Client Money Handling Procedures, we will be happy to provide this free of charge upon request.