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

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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

Updates to this page

Published 15 February 2012
Last updated 21 March 2023 + show all updates
  1. Updated fees in SD3 PDFs.

  2. the online booklet "SD3 How to be a property and affairs deputy" states that the fee to apply to the Court to sell property is £365 however COP44 states that an application fee is £371 so being unsure, I contacted the OPG and they stated the cost for this application is £365 as detailed in the 'SD3' booklet. This I now know is incorrect as the Court have returned my cheque.

  3. Added large print version of english language SD3 'How to be a property and affairs deputy'

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

  5. Amended and added guidance in Welsh.

  6. Added translation

  7. Added translation

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 The guidance booklet FS03 information for personal welfare deputies has been replaced by the booklet SD4 How to be a deputy: health and welfare decisions.

  9. Removed SD4 for revision.

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

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

  12. Added Welsh translation.

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

  14. First published.

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