Once you’ve completed the application process you’ll get an official document confirming that you’ve got the power to act.

You’ll need to show certified copies of the document (which have been copied by someone at a bank or solicitor’s office) to any financial organisations that you want to give instructions to – for example, the person’s bank or insurance company.

You can do this as and when you need to, but it’s a good idea to show the document to every organisation you want to deal with as soon as you get it.

They will keep the details on file, which will save you time later on

Step 4 – Manage the money according to the rules?