Deputy guidance: how to carry out your duties

Advice to help court-appointed deputies look after adults at risk.

Applies to England and Wales


Guidance for people wanting to manage a bank account for someone else

This file may not be suitable for users of assistive technology.

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email Please tell us what format you need. It will help us if you say what assistive technology you use.


These leaflets are for anyone who has been appointed as a deputy by the Court of Protection. They include guidance on:

  • getting started as a deputy
  • how to make decisions
  • keeping records
  • reporting to the Office of the Public Guardian (OPG)
  • how OPG supervises deputies
  • investigations and protecting vulnerable adults
  • Court of Protection visitors
  • dealing with banks and other financial institutions
Published 15 February 2012
Last updated 10 December 2020 + show all updates
  1. Added large print version of english language SD3 'How to be a property and affairs deputy'

  2. Court of Protection Fees changed from £400 to £365.

  3. Amended and added guidance in Welsh.

  4. Added translation

  5. Added translation

  6. The guidance booklet FS03 information for personal welfare deputies has been replaced by the booklet SD4 How to be a deputy: health and welfare decisions.

  7. Removed SD4 for revision.

  8. Added SD4: How to be a health and welfare deputy

  9. Guidance for people wanting to manage a bank account for someone else has been added to this page.

  10. Added Welsh translation.

  11. New and updated guidance for deputies has been added to these pages.

  12. First published.