Proxies, representatives and advocates:
Donee (property and financial affairs)
Please note: In these descriptions of proxies, representatives and advocates, Q refers to the person whom the proxy, representative or advocate is supporting or representing.
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I am at an early stage of developing this resource, so please bear with me as I work on it.
Purpose of the role
Person given a Lasting Power of Attorney to make decisions about a matter or matters concerning Q's property and financial affairs
This role applies when
Q has appointed the donee under a Lasting Power of Attorney for property and financial affairs, and subsequently loses capacity OR authorises the donee to act on his/her behalf
Applies in mental capacity situations?
Applies in mental health situations?
Applies in day-to-day situations?
Always
Statutory definition of the role (if any)
Defined term | Source | Source_URL |
|---|---|---|
Donee (property and financial affairs) | Mental Capacity Act 2005, S.10 | https://www.legislation.gov.uk/ukpga/2005/9/section/10 |
The person in this role
The role involves
is professionally qualified to perform the role
Sometimes
speaking for/on behalf of Q
Yes
has a professional relationship with Q
Sometimes
acting in Q's best interests
Yes
has a personal relationship with Q
Usually
ensuring Q's understanding
Yes
is independent of the organisation(s) involved
being consulted about Q's health and welfare
has lived experience of Q's care and support needs
Occasionally
being consulted about Q's finances
Yes
making decisions about Q's health and welfare
managing Q's finances
Yes
Is the person formally appointed to this role?
How many people can perform this role at one time?
Are there any other criteria for appointment?
Who nominates/appoints them?
Must be
Multiple - joint and/or several
Person aged 18+ OR trust corporation
Q via Lasting Power of Attorney
Is the appointment time limited?
Other comments