This form is for use for Court of Protection/Power of Attorney case where the deputy is Not Acting in a Professional Capacity. This form is intended for professional Introducer/Adviser use only—and not intended to be passed directly to your client.
The objective of this form is to collect all of the data required to operate Dynamic Cash Management efficiently without any need for your input at a later date.
Download our data capture form. The form will allow you to capture client information to enable the smooth completion of the DCM process.