Office of the Public Guardian - Advising Attorneys & Deputies

Introduction

Attorneys and deputies can have significant ongoing dealings with the Office of the Public Guardian (‘OPG’), from completing annual reports and maintaining appropriate financial records through to responding to compliance visits and investigations. Understanding what the OPG expects and having the right information readily available can help attorneys and deputies meet their obligations and avoid unnecessary difficulties.

This practical new virtual classroom seminar will look at the key interactions attorneys and deputies may have with the OPG, including how to maintain records that support the completion of annual reports and how to provide information when requested. It will also consider what to expect from an OPG compliance visit, when and how to raise a complaint and how to respond if an attorney or deputy is subject to an investigation.

The session will provide practical guidance, including what to do when mistakes have been made and how matters can be resolved.

What You Will Learn

This live and interactive session will cover the following:

• How to keep appropriate records to assist with completion of the OPG102
• Practical guidance on providing information for an OPG105
• What information and documentation to have available for an OPG compliance visit
• When and how to make a complaint to the OPG
• How to respond to an OPG investigation
• What to do when mistakes have been made and how to resolve matters

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.