ASK THOSE WHO ANSWERED 0=1-3
Which of the following behaviours do you believe are acceptable for appointed financial decisionmaker(s) to do?
MULTIPLE RESPONSE, RANDOMISE
Decide who can visit the principal.............................................................................1
Transfer the principal’s money into their own account to use,
if it is in the principal’s best interests......................................................................2
Borrow money from the principal, if it is put back.............................................3
Close the principal’s bank account.......................................................................... 4
Recommend financial advice to the principal......................................................5
Appoint a substitute decision-maker .....................................................................6
Invest money on behalf of the principal.................................................................7
Leave the role at any time............................................................................................8
Gift the principal’s money or assets to
themselves as an early inheritance...........................................................................9
Seek advice on how to exercise their duties......................................................10
None of the above.......................................................................................................... 11
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Not sure............................................................................................................................. 12
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ASK ‘DECISION-MAKERS’ WHO SELECTED CODES 1-10 AT 0
Which of the following behaviours have you done as an appointed decision-maker?
MULTIPLE RESPONSE, SHOW OPTIONS SELECTED AT 0 , SHOW IN SAME ORDER AS WAS SEEN IN 0
ASK ‘PRINCIPALS’ AND ‘DECISION-MAKERS’ WHO ANSWERED 0=1-3
The following statements are all true. Which of the following did you know before today? An
appointed decision-maker(s) must… Please select all that apply.
MULTIPLE RESPONSE, RANDOMISE
Act in the interests of the principal...........................................................................1
Keep good records.........................................................................................................2
Avoid conflicts of interest............................................................................................3
Not mix their money or property with the principal’s..................................... 4
Keep any other appointed decision-makers informed.....................................5
Have permission in the FEPOA to do certain things
(e.g. live in the principal’s house free of charge) ...............................................6
Not aware of any of these............................................................................................7
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Empowering futures: A national survey on the understanding and use of financial enduring powers of attorney
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