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Scottish Trust Deed Forum
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Topic starter
22/04/2013 12:56 pm
Hi there, just wondering if it's possible to start a trust deed without a face to face meeting? This is not for me it's for a friend but she is so busy and can't get time off to go and I'm worried she is going to get deeper into debt.
22/04/2013 1:00 pm
Hi Lorryjo
This shouldn't be a problem. It is always preferable to do face to face, but not in all cases. We have a couple of cases from the Highlands and islands and a couple of others where a call best suited.
Mark
Mark is not posting regularly in the Trust-deed.co.uk forum.
22/04/2013 1:32 pm
It is certainly possible, Lorryjo1983 - though there would have to be some kind of arrangement made regarding getting ID verified locally in order to comply with money laundering regulations.
Scottish Debt Solutions Expert - Ask me for help setting up a Scottish Trust Deed or Debt Arrangement Scheme plan.
Topic starter
22/04/2013 2:08 pm
I'm not sure if thi is her excuse but anyhow, does she just pick a company and give them a call?
22/04/2013 2:21 pm
Hi Lorryjo,
As Kevin and Mark have said, a face to face whilst is preferable isn't something that must be done.
Even if you friend is working, most firms and advisors if given enough notice should be happy to meet at the weekend or in the evenings if this helps. Often people think it's a 9 to 5 job but the majority of my appointments take place in the evening.
She should do a little research and then decide which firm she would like to call for advice. If she decides to proceed she should make sure she has received everything in writing from contribution amount, timescale, what the position is with any assets that she may have etc. That way there should be no surprises.
David is not currently posting in the Trust-Deed.co.uk forum
