R. Regul. Fl. Bar 7-1.3

As amended through November 4, 2024
Rule 7-1.3 - ADMINISTRATION

The Clients' Security Fund Program serves as the staff agency for Clients' Security Fund matters with primary responsibility for:

(a) investigating and reporting on claims for amounts of $1,000 or less;
(b) closing claims that are clearly not covered by the fund;
(c) closing claims when the underlying grievance matter has been closed by the bar without discipline, the lawyer remains a member in good standing, the claimant has died before a recommendation has been made by the committee, or the claimant has withdrawn the claim, except as provided in this chapter;
(d) preparing the committee agenda and recording the minutes of the committee meetings;
(e) presenting claims to the board of governors;
(f) notifying claimants of ultimate disposition;
(g) coordinating payouts with the finance and accounting department;
(h) monitoring subrogation rights on previously paid claims; and
(i) preparing an annual report detailing the financial activities of the fund to be approved by the committee chair and published in The Florida Bar Journal or News.

R. Regul. Fl. Bar 7-1.3

Amended July 23, 1992, effective 1/1/1993 (605 So.2d 252); amended and effective 3/29/2019 by the Board of Governors of The Florida Bar; amended March 3, 2022, effective 5/2/2022 (SC20-1467).