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Final Review

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(@alasdair1980)
Active Member
Joined: 5 years ago
Posts: 15
Topic starter   [#5153]

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


   
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Paul McDougall
(@paul-mcdougall)
Estimable Member
Joined: 7 years ago
Posts: 164
 

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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