As a profession Deputy/Donee, you must do the following:

• Maintain regular contact with P to ensure that level of care provided matches his needs.

• Keep clear and complete accounts of transactions carried out on behalf of P and records showing how transactions are in P’s best interests.

• Make alternative arrangements, such as appointing a successor deputy (Deputyship) or replacement donee (LPA), should PD be incapable to act for P.

• To consider your existing caseload before taking on new cases. E.g. complexity and time required to manage each P’s case, and whether there are supporting staff to manage the administrative matters