Last updated:

June 24, 2019

 

RDA expiry date: 20/08/2020

 

This retention and disposal authority covers records documenting the function of providing financial and legal assistance to Victorians who, due to mental illness, injury or disability, are unable to fully manage their own affairs.

Functions in PROS 07/05:

  • WILLS SERVICES
  • ATTORNEYSHIP AND GUARDIANSHIP SERVICES
  • ESTATE MANAGEMENT
  • RETAIL FINANCIAL SERVICES
  • TRUST ADMINISTRATION
  • ADMINISTRATOR SERVICES FOR
  • REPRESENTED PERSONS.

 

Keywords: estates, power of attorney, trustees, wills.