Your duties as financial guardian

As part of our supervisory role we will expect you to fulfil administrative responsibilities. We provide a short leaflet which you might find helpful if you are looking for general information about what's involved. Further information about the duties of the guardian is also available from the Code of Practice issued by the Scottish Government.

The information below outlines some steps that you may need to take, depending on the powers you have been given by the Sheriff and the decisions to be taken on behalf of the adult.

A guardian must:

  1. Register the court order with the Keeper of the Register of Scotland if there is heritable property such as a house or land belonging to the adult
  2. Submit the inventory of estate and management plan to us within 3 months of receiving the certificate of appointment You should note that your powers will be limited until we approve your management plan
  3. Submit an annual account of your actions and financial decision making
  4. Maintain caution if applicable on a yearly basis
  5. Tell us about any change of circumstances relating to the adult or guardian such as changes of address, change of name, death of the adult or a guardian. It is important that you provide us with up to date contact details, see the data protection section for more information.

We have a duty to supervise orders dealing with money and / or the property belonging to the adult. We do this based on the information you provide in the documentation you send to us. If we are unable to fulfil our supervision role because a financial guardian will not provide us with information when requested, we may run an Experian check.