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Actuarial Reports

  • JessieJ
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01 Jul 08 #30053 by JessieJ
Topic started by JessieJ
Hopefully this is a simple question?!

How do I actually get a report carried out ... I presume I need a copy of his CETV statement when it arrives.

Do I need his permission to get a report completed and what happens if he won't give me a copy of the statement ... am I entitled to have it?

  • Peter@BDM
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01 Jul 08 #30078 by Peter@BDM
Reply from Peter@BDM
Hi Jezzie

It is a simple question but …

If you are not getting much co-operation from him, you might only get the CETV itself stated on form E, rather than actually seeing the correspondence from the scheme.

You do not need his permission to get a report but if the person writing the report requires information from the scheme that is specific to him, then you will need him to give written authority to the scheme. You will be better off if you (your lawyer) can encourage the court to give an instruction that a report is prepared, he will then be obliged to co-operate.

The CETV statement(s) are required as part of the Ancillary Relief process, so you are entitled to receive a copy.

Peter

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