Jack Pearson
TV character
1
APPEARANCES
1
PODCASTS
012
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Sep 23, 2026
Account Control Agreements (With Jack Pearson)
1:46
1:54
2:11
1:36
And C- can you tell me a bit more about the CAS 8 and the regulations surrounding the ACCAs?

Jack PearsonGUEST
Uh, the FCA have produced this, like, source book, um, called Client Asset Sourcebook, um, hence CASS.

Jack PearsonGUEST
Um, and it sets out various rules across lots of financial documents, but CAS 8, as you said there, is the main one for ACCAs, um, and it's all about client money, um, and control over that client money.

Jack PearsonGUEST
Um, if something is deemed a CASS or a CASS mandate, uh, so, like, a mandated account, mandated client account under CASS, um, you'll have, like, very strict, uh, uh, things that you have to do to manage that client account, 'cause you're effectively holding client money.
7:26
Um, can you tell us a bit, uh, about the, the key clauses, um, that we need to be aware of when reviewing, um, an ACA?
