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Checklist

•Have a list of insolvency practitioners you can contact to make a referral.
•Check that a PTD is the correct solution for a client.
•Fully explain the pros and cons of a PTD to the client.
•Check to see if the family home can be protected.
•Check what will happen with any vehicles.
•Fully complete a common financial statement.
•Tell the client to come back to you if there are any problems.