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Scottish Trust Deed Forum
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Topic starter
10/06/2021 6:53 am
Hi all,
Just wondering what the trustee does as part of the final review, do they review bank statements, wage slips, HMRC information for the duration of the trust deed, or is just a case of verifying that the trust deed has been satisfied with no outstanding PPI etc?
Alasdair
10/06/2021 8:21 am
Hi Alasdair
Each firm will have their own review process. Our firms final review is to check PPI investigations , confirm all assets and contributions received.
P
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