To support this route, we have created an online process for registering as a CILEX Practitioner (ACCA-Probate), and applying for Probate firm regulation as a CILEX-ACCA Probate Entity.
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IMPORTANT NOTIFICATION – ALL APPLICANTS
At the end of the registration/application, you will be taken to the checkout to pay. As you have already paid a fee for 2021, no fee will apply for the CILEX-ACCA Probate individual or firm application. However, you MUST click through this (Next / Next/ Confirm), until you get to the end of the form. Otherwise, your registration/application will NOT have been submitted.
Price and service transparency – regulations and guidance for CILEX-ACCA Probate Entities
To be eligible, you must:
To register as a CILEX Practitioner (ACCA-Probate), you will need to complete our online form. You will need to complete the form in one session and will be asked to upload the following documents:
To be eligible, you must:
To apply for authorisation, you will need to complete our online form. You will need to complete the form in one session and will be asked to upload the following documents:
We suggest that if details of your new CILEX-ACCA Probate firm have not already been advised to CILEX or CILEx Regulation, please access this link. All we will require at this stage is the full company name and work address.
This is required to enable us to link an individual’s details to the firm and, once you have received acknowledgement from us that the firm details have been entered in our records, enables you to complete an application for registration as an individual without any delays.
If you are not an ACCA member and do not have an existing ACCA Accountancy practice, then this application is not appropriate for you. You should refer to help on setting up a Law Firm.
To be eligible to apply for a Firm’s Legal Activities Certificate and authorisation to carry out the reserve elements of non-contentious probate activities under the Legal Services Act 2007, you must
You will need to complete the online form to be registered as a CILEX Practitioner (ACCA-Probate) before submitting the application for the firm’s authorisation as a CILEX-ACCA Probate firm. Once you are ready, you will need to complete the online form in one session.
As part of the online application process you will be asked to upload the following documents, so please have them ready in a format that can be uploaded:
If you are not an ACCA member and do not have an existing ACCA Accountancy practice, then this application is not appropriate for you. You should refer to help on setting up a Law Firm.
The final part of your application includes:
Please refer to the CILEx Regulation ACCA Handbook for details on PII and Transparency Requirements.
As we are registering and authorising individuals in 2021, when you may have already paid for your certificates for this year, we will not be charging any Individual or firm fee until the beginning of January 2022.
At this point you will also need to complete a standard DBS check in line with all our Practitioner applicants. We will provide details of how to do this once your registration is complete and has been approved.
Details of the new firm and any individuals connected will be added to a new Directory, together with the details of the linked ACCA accountancy practice. We will be advising consumers that your PII will cover work carried out by both firms.
If you have any questions about the process for an individual registration or application or whether you are eligible, please contact us on +44 (0)1234 845 770 or email us at practicerights@cilexregulation.org.uk.
If you have any questions about the process for a firm application or whether you are eligible, please contact us on +44 (0)1234 845 770 or email us at entityandabs@cilexregulation.org.uk).