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Participant Money and Property Policy

This document is a template and acts as a foundational Participant Money and Property Policy (Standard 4) that ensures your staff do not give financial advice or information other than that would be required under a participant's plan, as well as protecting participants from financial abuse if staff are involved in money handling. This document contains 6 pages and 1369 words.


This template contains the following sections:

  • Policy Statement
  • Procedure
    • Home Visits
    • Staff Procedure
    • Financial Management Guidelines
    • Financial Assistance Procedure
    • Suspected Financial Abuse
    • Participants Fees and Payments
    • Monitoring, Evaluating and Reporting
  • Related Documents
  • References

Participant Money and Property Policy

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