Alison Morris: Discretionary investment management and LPAs explained

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Alison Morris: "Happily, a press release issued on 14 March 2022 has confirmed that the OPG has agreed to change its guidance. From now on, an attorney will be able to make use of a DFM even if the LPA or EPA does not include a DIM clause."
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Alison Morris: "Happily, a press release issued on 14 March 2022 has confirmed that the OPG has agreed to change its guidance. From now on, an attorney will be able to make use of a DFM even if the LPA or EPA does not include a DIM clause."

Lawyer Alison Morris looks at lasting power of attorney rules in relation to discretionary investment management and highlights some good news for advisers...

In a fast-moving world with so many different investments available for which decisions need to be taken quickly, it is usual for investors to trust their financial advisers to appoint investment m...

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