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FINANCIAL CLAIMS
Stage 2: First Appointment
The First Appointment must be conducted by
the District Judge with the objective of identifying the
relevant issues between the parties and saving legal costs
by reducing costly investigations into the parties finances
which may not be considered cost effective. Both parties
must personally attend this hearing unless the Court orders
otherwise.
The district judge will make directions
to deal with some of the following issues
a) valuation of matrimonial assets
eg order an joint expert valuation of the matrimonial home
if this is in dispute.
b) What questions have to be answered
by the parties in response to the Questionnaires that may
have been served. The District Judge will consider the
Questionnaires
each party may have served and determine what questions
to allow.
c) What further documents each party
has to disclose.
d) What further evidence is required,
e.g. expert evidence.
e) The listing of the case for a
Financial
Dispute Resolution
hearing (FDR).
A date will be fixed. This is a meeting of the parties and
their legal representatives at Court to discuss settlement
and the District Judge can give guidance on what the best
outcome should be. Some cases will not be suitable for an
FDR because the parties’ positions are too far apart and
the possibility of settlement so remote that having an FDR
could be a waste of costs. In these instances the case is
listed for further interim or a final hearing.
f) The District Judge can make any
interim order if an party has made an application.
g) Finally the District Judge may
make an order for costs. Usually where both parties have
complied with the rules no order will be made. However,
for eg if a party has caused the First Appointment to be
a wasted hearing or acted unreasonably by not complying
with all the steps then an order for costs may be made against
that party.
In some cases where all relevant documentation
has already been exchanged and is before the Court the District
Judge may treat the First Appointment as an FDR hearing.
This will reduce the parties’ costs.
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