Debt Referral Criteria

Debt Referral Criteria

If the client has 1 debt or more and wants debt advice and lives in Rochdale, Oldham and Trafford, complete a FULL CIA and task to – David Oglaza.

If client lives outside Rochdale, Oldham and Trafford check the FURTHER DETAILS TAB on the client’s Petra record for the client’s Local Authority and create a service appointment and place in the corresponding Work queue.