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is meant by Access to Funds? This is a procedure which allows an individual, belonging to an incapable adult. The scheme would be suitable when the adult’s financial affairs, are more complex, e.g. where there are investments or there are heritable property concerns. An intervention order or guardianship order might be more appropriate, depending on the circumstances, of the Act, including that of the least restrictive option. Our Stories Jonathan's story
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if care home fees have increased, or perhaps a lump sum from the adult’s account is needed to pay, a copy of it to the adult and all of the interested parties. If no objections are received, we
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a duplicate copy of the certificate of registration from us. The duplicate copy will always incorporate
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the relevant information, the end user needs to have the certificate of registration in front, . Please provide as much personal information as possible about the person who is the subject, for inspection during normal office hours e.g. 9am – 5pm Monday to Friday excluding bank and public holidays.While we aim to process individual search requests within five working days there may be times
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can apply? An individual such as a relative or friend, a local authority or an other organisation may apply to access the funds belonging to an incapable adult. Organisations wishing to apply will have to provide information in our form to show that they are fit and proper, the funds belonging to an incapable adult. A Guide for Organisations is available for those that have
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exemption. Title Description Fee Authority to Obtain Information about an Adult’s Funds Submission of an application for authorisation to obtain information about the adult’s, authorising any fund holder to provide the applicant with such information. £107 Application, , the submission of an application for authorisation to intromit with funds under section 25 of the Act and, where, to intromit with funds under section 31B of the Act and, where such an application is granted
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complete all income and expenditure details in the form.
We do not accept: partially completed, annual/final account (if you use a client ledger copies of this can be included with the bank, sheet must support the information you have provided in sections 1, 2, 3 and 5 of the form.
Rates, the adult’s property to meet specific insurance policy criteria, then you must ensure that you are using an insurance company that is offering the best possible terms for the adult i.e. checks
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Search If you have bought a property on the adult’s behalf List all heritable assets held at the start of the account, including any interest in a business, any investments (purchase of property) during the period of the account and the value of the heritable assets held at the close
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If using the EPOAR facility please note that from 21 November 2016 we will not issue paper copies of registered PoA documents to granters and specified persons.
All copies will be sent out electronically by email. If no email address is available the sender’s email address must be supplied instead, meaning they will be required to provide the copy to a granter or specified person. This copy will not need to be certified as it is for information purposes only
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Please see instructions below if you are having trouble downloading downloading any of our forms on Google Chrome. Right click on the document and select 'Save link as' then 'OK' Click the drop-down arrow and select 'Keep' (see below) We think Google Chrome may be flagging these forms as dangerous as they have links within them. They are, however, 100% safe