Task 1 Deputyship Application

Allocate a Custom Questionnaire

New File Information

Send Standard Letter

Client Care Letter

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Add an automatic keydate to matter

CHASECLI – In 7 Days if the instruction paperwork has not been returned

Task 2 Instruction Paperwork Returned

Meet unmet keydates by type

CHASECLI

Add an automatic keydate to matter

REVIEW After 7 days Draft the COP1 form when the application form is received

Add an automatic keydate to matter

COP3_A After 7 days Draft COP3 Form

Add an automatic keydate to matter

COP4 AFTER 7 DAYS DRAFT THE cop4 FORM

Task 3 Application Form

Allocate a Custom Questionnaire

Application Details

Display a message to the user

You must notify at least 3 people of this application. Please complete their details on the following screens

Allocate a Custom Questionnaire

Respondent Details

Allocate a Custom Questionnaire

Notified People

Allocate a Custom Questionnaire

Social Services – Will only run if application is for the Appointment of deputy for personal welfare

Display a message to the user

Please check and complete the COP1 Application form along with relevant Annex

Send Standard Letter

Court of Protection Application form

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Send Standard Letter

Will only run if Appointment of deputy for property and affairs

Annex A Supporting information

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Send Standard Letter

Will only run if Appointment of deputy for personal welfare

Annex B Supporting information

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Add an automatic keydate to matter

Review after 14 days can the application be set to COP

Task 4 Asessment of Capacity

Meet unmet keydates by type

COP3_CA

Allocate a Custom Questionnaire

Capacity Assessor or Doctor

Display a message to the user

Please complete Part A of this form only

Send Standard Letter

Assessment of Capacity

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Send Standard Letter

Send COP3 to Capacity Assessor or Doctor

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Add an automatic keydate to matter

COP3_CA after 7 days has the Cop 3 been returned to the capacity assesor.

Task 5 COP3 Assessment of Capacity Completed

Meet unmet keydates by type

COP3_CA

Task 6 Deputy’s Declaration

Meet unmet keydates by type

COP4

Send Standard Letter

Deputy’s Declaration

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Send Standard Letter

COP4 for completion and signature

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Display a message to the user

Please enclose a copy of COP1 with letter

Add an automatic keydate to matter

CHASECLI – 7 Days chase if applicant 1 hasn’t returned the completed COP4

Send Standard Letter

Will only run If Applicant 2 exists

Deputy’s Declaration Applicant 2

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Send Standard Letter

Will only run If Applicant 2 exists

Send COP4 for Completion and Signature to Applicant 2

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Display a message to the user

Please enclose copy of COP1 with letter. Will only run If Applicant 2 exists

Add an automatic keydate to matter

CHASECLI2 if after 7 days the second applicant has not returned the completed COP4 chase them up. Will only run If Applicant 2 exists

Task 7 COP4 Deputy’s Declaration Returned Applicant 1

Allocate a Custom Questionnaire

Deputyship – Applicant 1 COP4 Returned

Meet unmet keydates by type

CHASECLI.
Will only run if you have indicated that applicant 1 has returned COP4

Tick Task

Will only run if you have indicated that applicant 1 has returned COP4

Task 8 Deputy’s Declaration Returned Applicant 2

Allocate a Custom Questionnaire

Deputyship – Applicant 2 COP4 Returned
Will only run if Applicant 2 exists

Meet unmet keydates by type

CHASECLI2
Will only run if Applicant 2 exists and you have indicated that they they have returned COP4

Tick Task

Will only run if Applicant 2 exists and you have indicated that they they have returned COP4

Task 9 Submit Application to OPG

Meet unmet keydates by type

REVIEW

Allocate a Custom Questionnaire

Deputyship – Court of Protection

Send Standard Letter

Letter to OPG enclosing Application

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Display a message to the user

Please enclose cheque for application fee

Add an automatic keydate to matter

CHASECOURT If after 10 days the stamped copy from the OPG has not been received chase the court.

Task 10 Stamped Copy of Application Received

Meet unmet keydates by type

CHASECOURT

Allocate a Custom Questionnaire

Deputyship – Date of Stamped Application

Allocate a Custom Questionnaire

Deputyship – Court of Protection

Add a keydate linked to dossier field

COP_SRVCL – Date of Stamped Application + 14 Days – Last Day to serve notice to deputyship subject

Add a keydate linked to dossier field

COP_SRVCL – Date of Stamped Application + 7 Days – 7 days to serve notice to deputyship subject

Add a keydate linked to dossier field

COP_NTFY – Date of Stamped Application + 14 Days – Last Day to serve notice to relevant parties

Add a keydate linked to dossier field

COP_NTFY – Date of Stamped Application + 7 Days – 7 days to serve notice to relevant parties

Task 11 Notify person whom application relates

Meet unmet keydates by type

CPO_SRVCL

Send Standard Letter

Proceedings about COP 12.13

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Send Standard Letter

Acknowledgment of Service and the Notification 07.15

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Allocate a Custom Questionnaire

Deputyship – Are we Serving the Notice?

Display a message to the user

Arrange to visit the person to whom the application relates to, in order to serve notice.
Will only run if you are serving the notices.

Allocate a Custom Questionnaire

What date will you be serving notice?
Will only run if you are serving the notices.

Add a keydate linked to dossier field

COP_SRVCL1 – Client 1 Date Notified of Application + 7 Days – Last Day to inform OPG that notice has been served to person whom application relates

Send Standard Letter

Will only run if you are not serving the notices.

Letter to Applicant enclosing COP14 & COP5 for serving

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Add an automatic keydate to matter

CHASECLI- if after 3 days applicant hasn’t confirmed notice.
Will only run if you are not serving the notices.

Task 12 Notify Relevant Parties

Meet unmet keydates by type

COP_NTFY

Send Standard Letter

Will only run if Respondent 1 Full Name is not blank

Notice that an Application Form has been issued Respondent 1

COP15

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Send Standard Letter

Will only run if Respondent 1 Full Name is not blank

Acknowledgment of service Respondent 1

COP5

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Send Standard Letter

Will only run if Respondent 1 Full Name is not blank

Letter Sending Notice to Respondent 1

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Allocate a Custom Questionnaire

Deputyship – Res 1 Notice of Issued App Served.
Will only run if Respondent 1 Full Name is not blank

Send Standard Letter

Will only run if Respondent 2 Full Name is not blank

Notice that an application form has been issued to Respondent 2

COP15

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Send Standard Letter

Will only run if Respondent 2 Full Name is not blank

Acknowledgment of service for Respondent 2

COP5

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Send Standard Letter

Will only run if Respondent 2 Full Name is not blank

Letter Sending Notice to Respondent 2

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Allocate a Custom Questionnaire

Deputyship – Res 2 Notice of Issued App Served.
Will only run if Respondent 2 Full Name is not blank

Send Standard Letter

Will only run if Respondent 3 Full Name is not blank

Notice that an application form issued to Respondent 3

COP15

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Send Standard Letter

Will only run if Respondent 3 Full Name is not blank

Acknowledgment of Service to Respondent 3

COP5

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Send Standard Letter

Will only run if Respondent 3 Full Name is not blank

Letter Sending Notice to Respondent 3

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Allocate a Custom Questionnaire

Deputyship – Res 3 Notice of Issued App Served.
Will only run if Respondent 3 Full Name is not blank

Send Standard Letter

Will only run if Respondent 4 Full Name is not blank

Notice that an application form issued to Respondent 4

COP15

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Send Standard Letter

Will only run if Respondent 4 Full Name is not blank

Acknowledgment of service Notification to Respondent 4

COP5

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Send Standard Letter

Will only run if Respondent 4 Full Name is not blank

Letter Sending Notice to Respondent 4

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Allocate a Custom Questionnaire

Deputyship – Res 4 Notice of Issued App Served.
Will only run if Respondent 4 Full Name is not blank

Send Standard Letter

Will only run if Notified Person 1 Full Name is not blank

Notice that an application form has been issued to First Notified Person

COP15

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Send Standard Letter

Will only run if Notified Person 1 Full Name is not blank

Acknowledgment of service notification for First Notified Person

COP5

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Send Standard Letter

Will only run if Notified Person 1 Full Name is not blank

Letter Sending Notice to the First Notified Person

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Allocate a Custom Questionnaire

Deputyship – Ntfy 1 Notice of Issued App Served.
Will only run if Notified Person 1 Full Name is not blank

Send Standard Letter

Will only run if Notified Person 2 Full Name is not blank

Notice that application form has been issued to the Second notified person

COP15

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Send Standard Letter

Will only run if Notified Person 2 Full Name is not blank

Acknowledgment of service Second notified Person

COP5

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Send Standard Letter

Will only run if Notified Person 2 Full Name is not blank

Letter Sending Notice to Second Person Notified

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Allocate a Custom Questionnaire

Deputyship – Ntfy 2 Notice of Issued App Served.
Will only run if Notified Person 2 Full Name is not blank

Send Standard Letter

Will only run if Notified Person 3 Full Name is not blank

Notice that an Application form has been issued to the Third Notified Person

COP15

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Send Standard Letter

Will only run if Notified Person 3 Full Name is not blank

Acknowledgment of Service for the third Notified Person

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Send Standard Letter

Will only run if Notified Person 3 Full Name is not blank

Letter Sending Notice to third Notified Person

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Allocate a Custom Questionnaire

Deputyship – Ntfy 3 Notice of Issued App Served
Will only run if Notified Person 3 Full Name is not blank

Send Standard Letter

Will only run if Notified Person 4 Full Name is not blank

Notice that an application form has been issued to Fourth Notified Person

COP15

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Send Standard Letter

Will only run if Notified Person 4 Full Name is not blank

Acknowledgement of Service for Notified person four

COP5

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Send Standard Letter

Will only run if Notified Person 4 Full Name is not blank

Letter Sending Notice to Fourth Notified Person

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Allocate a Custom Questionnaire

Deputyship – Ntfy 4 Notice of Issued App Served
Will only run if Notified Person 4 Full Name is not blank

Add a keydate linked to dossier field

COP_NTFY1 – Respondent 1 date notified + 7 Days – Last Day to inform OPG that notice has been served.
Will only run if Respondent 1 Full Name is not blank

Add a keydate linked to dossier field

COP_NTFY1 – Notified Person 1 date notified + 7 Days – Last Day to inform OPG that notice has been served.
Will only run if Notified Person 1 Full Name is not blank

Task 13 Confirm Notifications

Allocate a Custom Questionnaire

Date Notice served to Subject

Send Standard Letter

Certificate of notification non-notification of the person to Client 1

COP20A

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Meet unmet keydates by type

COP_SRVCL

Meet unmet keydates by type

COP_SRVCL1

Meet unmet keydates by type

CHASECLI

Allocate a Custom Questionnaire

Respondent 1 Date Notified of Application

Send Standard Letter

Certificate of notification non-notification of the person to Respondent 1

Certificate of notification non-notification of the person to Respondent 1

COP20B

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Meet unmet keydates by type

COP_NTFY

Meet unmet keydates by type

COP_NTFY

Meet unmet keydates by type

COP_NTFY1

Add an automatic keydate to matter

CHASECOURT if after 21 days we have not heard from COP

Task 14 Response from COP

Meet unmet keydates by type

Chase Court

Allocate a Custom Questionnaire

Has the Application been Approved?

Allocate a Custom Questionnaire

Is a Security Bond Required?
Will only run if application has been approved by the COP

Allocate a Custom Questionnaire

Is a Hearing Required?
Will only run if application has not been approved by the COP

Allocate a Custom Questionnaire

Date of notification of the hearing?
Will only run if initial hearing is required

Allocate a Custom Questionnaire

What is the date of the hearing
Will only run if initial hearing is required

Add a keydate linked to dossier field

Last Day to serve notice of hearing
Will only run if initial hearing is required

Add a keydate linked to dossier field

Deputyship Hearing
Will only run if initial hearing is required

Send Standard Letter

Will only run if the application has not been approved by the COP and an initial hearing is not required

Application not approved. Further information Required

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Add an automatic keydate to matter

CHASECLI if after 7 days we haven’t had the return of further information
Will only run if the application has not been approved by the COP and an initial hearing is not required

Send Standard Letter

Will only run if the application has not been approved by the COP and an initial hearing is required

Application not approved Hearing Required

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Send Standard Letter

Will only run if the application has been approved by the COP and a security bond is required

Application Approved. Security Bond Required

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Add an automatic keydate to matter

CHASECLI if after 7 days we haven’t received Security Bond
Will only run if the application has been approved by the COP and a security bond is required

Send Standard Letter

Will only run if the application has been approved by the COP and a security bond is not required

Letter to applicant 1 – Application Approved

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Tick Task

Will only run if application is approved by the COP

Task 15 Additional Information Received

Meet unmet keydates by type

CHASECLI
Will only run if application has not been approved by the COP

Send Standard Letter

Will only run if application has not been approved by the COP

Letter to OPG Enclosed Requested Information

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Task 16 Notification of Hearing

Meet unmet keydates by type

COP_SRVCL

Send Standard Letter

Will only run if initial hearing is required

Letter to Subject informing of hearing

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Send Standard Letter

Will only run if initial hearing is required

Proceedings about you in the COP 12.13

COP14

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Display a message to the user

Arrange to visit the person to whom the application relates to, in order to serve Notice of hearing
Will only run if we are serving notices and an initial hearing is required

Allocate a Custom Questionnaire

Deputyship – Date Notice of Hearing Served
Will only run if we are serving notices and an initial hearing is required

Add a keydate linked to dossier field

Last Day to inform OPG Served Notice of Hearing
Will only run if an initial hearing is required

Send Standard Letter

Will only run if we are not serving notices and an initial hearing is required

Letter to Applicant enclosing COP14 for serving

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Add an automatic keydate to matter

CHASECLI if after 3 days we haven’t received confirmation of serving notice from applicant 1.
Will only run if we are not serving notices and an initial hearing is required

Task 17 Confirm Notification of Hearing

Allocate a Custom Questionnaire

Deputyship – Date Notice of Hearing Served
Will only run if an initial hearing is required

Send Standard Letter

Will only run if an initial hearing is required

Certificate of Notification Hearing 07.15

COP20A

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Meet unmet keydates by type

COP_SRVCL1
Will only run if an initial hearing is required

Meet unmet keydates by type

CHASECLI
Will only run if an initial hearing is required

Task 18 Confirm Security Bond in Place

Send Standard Letter

Letter to OPG Confirming Security Bond in Place
Will only run if a security bond is required

Letter to OPG Confirming Security Bond in Place

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Add an automatic keydate to matter

CHASECOURT if after 14 days we haven’t heard from COP
Will only run if a security bond is required

Task 19 Send Official Copy Orders to Applicant after obtaining Security Bond

Tick Task

Will only run if application is approved by the COP and a security bond is not required

Meet unmet keydates by type

CHASECOURT
Will only run if application is approved by the COP and a security bond is required

Send Standard Letter

Letter to Applicant 1 enclosing Official Copy Orders
Will only run if application is approved by the COP and a security bond is required

Letter to Applicant 1 enclosing Official Copy Orders

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Document pack for this workflow

Client Care Letter

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Court of Protection Application form

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Annex A Supporting information

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Annex B Supporting information

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Assessment of Capacity

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Send COP3 to Capacity Assessor or Doctor

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Deputy's Declaration

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COP4 for completion and signature

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Deputy's Declaration Applicant 2

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Send COP4 for Completion and Signature to Applicant 2

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Letter to OPG enclosing Application

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Proceedings about COP 12.13

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Acknowledgment of Service and the Notification 07.15

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Letter to Applicant enclosing COP14 & COP5 for serving

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Letter Sending Notice to Fourth Notified Person

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Acknowledgement of Service for Notified person four

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Notice that an application form has been issued to Fourth Notified Person

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Letter Sending Notice to third Notified Person

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Acknowledgment of Service for the third Notified Person

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Notice that an Application form has been issued to the Third Notified Person

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Letter Sending Notice to Second Person Notified

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Acknowledgment of service Second notified Person

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Notice that application form has been issued to the Second notified person

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Letter Sending Notice to the First Notified Person

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Acknowledgment of service notification for First Notified Person

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Notice that an application form has been issued to First Notified Person

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Letter Sending Notice to Respondent 4

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Acknowledgment of service Notification to Respondent 4

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Notice that an application form issued to Respondent 4

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Letter Sending Notice to Respondent 3

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Acknowledgment of Service to Respondent 3

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Notice that an application form issued to Respondent 3

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Letter Sending Notice to Respondent 2

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Acknowledgment of service for Respondent 2

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Notice that an application form has been issued to Respondent 2

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Letter Sending Notice to Respondent 1

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Acknowledgment of service Respondent 1

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Notice that an Application Form has been issued Respondent 1

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Application not approved. Further information Required

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Hearing Required COP response

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Application Approved. Security Bond Required

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Letter to applicant 1 - Application Approved

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Application not approved Hearing Required

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Letter to OPG Enclosed Requested Information

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Letter to Subject informing of hearing

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Proceedings about you in the COP 12.13

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Letter to Applicant enclosing COP14 for serving

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Certificate of Notification Hearing 07.15

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Letter to OPG Confirming Security Bond in Place

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Letter to Applicant 1 enclosing Official Copy Orders

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Certificate of notification non-notification of the person to Client 1

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Certificate of notification non-notification of the person to Respondent 1

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