OPG MP App Form 4 /6
Section 3 - Proposed method of
Investment / Disposal of Moveable Assets
Is the moveable estate under £50,000?
Is the moveable estate over £50,000?
Is the moveable estate over £50,000, nancial advice is enclosed?
Is the moveable estate over £50,000, nancial advice is to follow?
In order to maintain the adult’s lifestyle and expenditure as appropriate and maximise the return from their
income and investments, use the space below to state what actions you propose to take. For example, with
regards to the adult’s bank/building society accounts do you intend to make any changes such as moving the
funds from one account to another type of account or perhaps intend making no changes at all?
If the adult has other income or investments such as stocks and shares, please outline below what you
propose to do. Also, if there is a shortfall between the adult’s annual income and expendit
ure, tell us
how you propose to deal with this.