Guidance

Solicitor client accounts: Public Guardian practice note

Guidance for solicitor deputies when managing client accounts.

• From: Office of the Public Guardian
• Published: 15 February 2016
• Last updated: 30 August 2017 — See all updates

Applies to England and Wales

Documents

Public Guardian practice note (SD13): OPG’s approach to solicitor client accounts (web version)

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Public Guardian practice note (SD13): OPG’s approach to solicitor client accounts (print version)

PDF, 142 KB, 3 pages

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Details

This practice note (SD13) explains the Office of the Public Guardian’s approach to the use of client accounts to manage deputyship funds, and how the deputy acts under:

• the Mental Capacity Act 2005 (MCA)
• the Solicitors Regulation Authority Accounts Rules 2011 (SARs)
• the MCA Code of Practice

Published 15 February 2016
Last updated 30 August 2017 + show all updates

1. 30 August 2017

   Added Welsh-language translation

2. 15 February 2016

   First published.