Welcome to CMAC – the Client Money and Assets Community.

Championing Excellence in Client Asset Protection

We are an independent, expert-led platform built to support professionals working in FCA-regulated firms with responsibilities under the Client Assets Sourcebook (CASS). Whether you’re a CASS Oversight Officer, risk professional, operations leader, or simply navigating the CASS rules for the first time, CMAC is here to equip, connect, and elevate you.

Our Mission

To raise standards across the financial services industry by:

• Sharing high-quality, practical CASS knowledge

• Promoting good governance, control, and client outcomes

• Building a supportive community of professionals committed to regulatory excellence

Why CMAC Exists

Client money and asset protection is a cornerstone of trust in UK financial markets. Yet for many firms, staying on top of CASS requirements can be time-consuming, complex, and resource-intensive.

CMAC exists to:

• Demystify regulation and translate rules into action

• Enable knowledge sharing through real-world tools, tips, and templates

• Foster collaboration among professionals working toward the same goal: safeguarding clients

What You’ll Find Here

• Practical Guidance on CASS 6, 7, 8, 10 and related rules

• Downloadable Templates and tools to improve operational compliance

• Expert Insights on risk, reconciliations, breaches, and audits

• Links to Events and training opportunities from leading providers

• Community Resources for learning, sharing, and supporting each other

All content is written or curated by professionals with hands-on CASS experience — not just theorists.

Who We Serve

CMAC is designed for professionals across the UK financial sector, including:

• Investment firms and platforms

• Wealth managers and advisers

• Custodians and fund administrators

• SIPP providers and pension operators

• Compliance, audit, and governance teams

Whether you’re in the front office, back office, or boardroom — if you care about client protection and regulatory integrity, you’re in the right place.

Our Commitment

We are:

• Independent – no commercial bias, just community benefit

• Practical – focused on outcomes, in real world scenarios

• Professional – built by and for CASS practitioners

• Collaborative – open to contributions and peer-to-peer support

Get Involved

With your help CMAC is growing — and your insight could help others. If you have questions, want to contribute, or are interested in future collaborations, we’d love to hear from you.