| DOCUMENTS WE NEED |
WHERE THEY COME FROM |
| A signed management agreement |
We prepare you sign. |
| Details of insurance company and letter of consent to change insurer (competitively) at renewal |
We prepare letter, you sign. You tell us the last known insurer and we track down the policy. |
| Copy of utility bills for landlord's supply |
Can’t find lost bill? Your accounts will show who you have been paying, we will trace it from there. |
| Copy of last 3 years service charge accounts |
Accounts unavailable? We will buy copies from Companies House for you. Never prepared accounts? Ask for a quote - we can build an audit trail from bank statements and prepare them for you. |
| Copy of current service charge estimate |
Should have been sent to all leaseholders. We can write requesting a copy. No estimate? Let us propose one from a review of post accounts and your future intentions. |
| Copy of pre-paid expenditure (bills paid last year for works/services carried out this year). |
We will seek from post accountants. |
| Schedule of leaseholders' names and addresses |
Seek from previous agent or as a last resort can be purchased from the Land Registry. |
| Statement of each leaseholder's account to act as opening balances |
Seek from the previous agent, trace payments reviewed since last accounts on bank statements to build opening balances. |
| Sets of keys to the common parts |
We would ask a leaseholder to create a copy for us. |
| Details of any contractors that you would want to keep on |
A leaseholder in the block can pass these on to us. |
| Ground rent collection agreements (if applicable) |
We take your instructions. |
| Copy of the lease |
We prepare, you sign. |
| Full name and address of freeholder |
Usually a leaseholder provides, else we can buy copies from Land Registry for £25 each. |
| Details of service charge percentages for each lessee |
Should be shown on your last ground rent demand, else we can do a Land Registry search for £10. |
