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in good standing, the claimant has died before a recommendation has been made by the committee, or the claimant has withdrawn the claim, except as provided in this chapter; (d) preparing the committee agenda and recording the minutes of the committee meetings; (e) presenting claims to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.