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Documents We Need From You

Completion Undertaking

COT

Letter of Client Advice

PG25 Confirmation Letter

 

Documents We Need From Your Client(s)

Process Agent Letter

 

Documents We Need About Occupiers and Donors

Occupancy Declaration (home purchase/re-finance matters only)

Occupier’s Consent (home purchase/re-finance matters only)

Occupier's ILA (non-applicant spouses and civil partners only)

Donor's ILA (non-applicant spouses and civil partners only)

Donor's Consent and Undertaking (non-applicant spouses and civil partners only)

 

Restrictions

Certificate of Compliance Template

 

SDLT

SDLT Declaration (non-corporate clients only)

SDLT Declaration (corporate clients only)

 

Leasehold Conditions

Notice of Assignment, Sublease and Charge (existing lease and 3-tier transactions)

Notice of Sublease and Charge (new lease and 2-tier transactions)

 

New Build Conditions

Certificate of Compliance Template

Corporate Customer Conditions

Board Minutes (more than one director)

Minutes and Resolution (sole director)

Directors Certificate (more than one director)

Directors Certificate (sole director)

Shareholder Resolution - Conflict of Interest (more than one shareholder)

Independent Advice Letter – Guarantor

Process Agent Letter - Guarantor

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