# The Protected Trust Deeds (Scotland) Regulations 2013, Regulation 22: Retention of documents by trustee under protected trust deed


The trustee under a protected trust deed must retain the following documents (or copies of those documents) for a period of at least 12 months after the date of the trustee’s discharge under regulation 25—
(a) the trust deed;
(b) the statement mentioned in regulation 7(3)(c);
(c) the notice mentioned in regulation 9;
(d) the statement mentioned in regulation 10(1)(d);
(e) all statements of objection or accession received from creditors;
(f) the statement of anticipated realisations mentioned in regulation 10(1)(e);
(g) any written agreement relating to the debtor’s heritable estate mentioned in regulation 15(2);
(h) all reports sent under regulation 21(2);
(i) any adjudication on a creditor’s claim;
(j) any scheme of division among creditors;
(k) any circular sent to creditors with accounts;
(l) the debtor’s discharge from the trust deed in Form 5;
(m) the application to creditors for the trustee’s discharge;
(n) the statement of realisation and distribution mentioned in regulation 25(7)(b);
(o) any decree, interlocutory decree, direction or order relating to the administration of the trust which is granted by the court;
(p) any other document relating to the administration of the trust if it is a document which the Accountant, by notice to the trustee prior to the trustee’s discharge, identifies as a document the trustee should retain.

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Source: https://www.legislation.gov.uk/sdsi/2013/9780111021569/regulation/22 (the official version)
Page: https://openlegislation.uk/draft-protected-trust-deeds-scotland-regulations-2013/regulation-22
Contains public sector information licensed under the Open Government Licence v3.0. Source: legislation.gov.uk, The National Archives.