Opening an account

When appointed a Deputy by the Court of Protection, the Deputy will be provided with a sealed copy of the order which details the responsibilities assigned to them. 

The court order will outline the financial responsibilities the Deputy has, including any directions on payments due to the Court of Protection client, payments due out to specified parties for the client and any restrictions on payments made within a year.

To open an account, you will need to complete form A (Authority to access a CFO Account) and send it to the CFO with the sealed copy of the order. You will also have to complete form L (payments in to the CFO).  Please go to our making a payment page.

When completing the form A, you will need to ensure the following are completed/included:

  1. Full name of the client
  2. The case number (available on the court order)
  3. The ‘NEW DETAILS’ box is ticked
  4. The order date (available on the court order)
  5. Bank account details of the Deputy
  6. The Deputy's contact details, ensuring that the form is signed and dated
  7. Bank Statement

Please send the completed form A and form L and sealed copy of the order directly to:

Court Funds Office
22 Kingsway
London 
WC2B 6LE

Please note that we cannot accept photocopies or faxes of the form A, form L, the court order or any bank statements.

CFO will return the form A if there are any difficulties with it, such as incomplete information, lack of date or signature or the documentation received is a photocopy or fax

CFO will open an account and send you confirmation that this has been done (enclosing information booklets on the CFO) within 5 working days of receipt of a properly completed instruction.