Changes to the Trust Account Supervisor Training Programme
Changes to the current approach to Trust Account Supervisor examinations have been approved by the Law Society Board and will take effect from 1 July 2023.
Candidates in the Trust Account Supervisor (“TAS”) course sit two examinations; administration and supervision. In the past, candidates who failed some questions in those exams were able to resit similar questions in the failed areas, supervised by a lawyer of at least 5 years PQE and not a family/whānau member. This meant that there was flexibility for the lawyer in terms of when and where they could resit the exams, subject to the availability of their supervisor. However, it also had the effect that poorly prepared candidates could progress their qualification by a reductive ‘whittling down’ of the failed questions. There was also evidence of poor supervision of candidates in lawyer-supervised resits. The handling of client money is a paramount duty and the reputation of the profession is at risk if lawyers achieve a qualification without attaining the appropriate level of competence.
With these weaknesses and concerns in mind, the Law Society Board recently approved some changes to the current approach. Those changes are summarised:
While there may be an inconvenience to unsuccessful candidates in that some delays and travel costs will be incurred, this will only apply to a relatively small number of candidates. Currently both re
-examination and completing the course for a second time incur a cost for the practitioner – this has not changed.
These changes take effect from 1 July 2023.
Post 1 July 2023 the marking approach for TAS examinations will be:
It is intended that dates and venues of resits will be announced well in advance and will be advised to TAS candidates. The venues are likely to be Law Society branch offices in the metropolitan centres ie Auckland (twice), Hamilton, Wellington and Christchurch and around 6 – 8 weeks after the completion of the original course. The 2023 dates of the TAS assessment days are:
Auckland 1 – Tuesday 28 March (current policy applies)
Hamilton – Tuesday 18 July (first assessment day under the amendments)
Wellington – Wednesday 20 September
Auckland 2 – Tuesday 17 October
Christchurch – Tuesday 7 November
The tables below may assist:
|Questions failed||2||1||Resit Administration|
|Questions failed||1||2||Resit Supervision|
|Questions failed||2 or more||2 or more||Resit both|
|Questions failed||2||1||Resit the course|
|Questions failed||1||2||Resit the course|
|Questions failed||2||2||Resit the course|