Documents We Need From You Please download, complete and return the Completion Undertaking. Please download, complete and return the Certificate of Title (COT). Please download, complete and return the Letter of Client Advice. Please download, complete and return the PG25 Confirmation Letter Download Download Download Download If you are dealing with a matter instructed before 01/10/2024, you can continue to access the previous version of the undertaking, here . Please note, you do not need to provide a PG25 confirmation letter for matters instructed on or after 01/10/2024.

5. THE DOCUMENTS 5.1 Original documents Certified copies of all original documents signed by the Client, or any third parties must be provided to the Bank's solicitors at least five business days before completion. You will need to retain the original finance documents signed by your Client for your Land Registry applications. 5.2 Additional Documents Where additional documents are envisaged (e.g., deeds of covenant, licences, transfers, etc.), execution versions will be required as soon as possible (and no later than seven business days before completion) to ensure there is no delay in arranging execution by the Bank. 5.3 Amendments to Agreements The Agreements are in the Bank's standard form and cannot be negotiated nor amended in any way. 5.4 Witnessing Documents All Agreements are required to be witnessed by an independent, mature, third-party witness with no involvement in the transaction. The Client's Solicitor can witness the documents, but it is not a requirement of the financing that they do so. 5.5 Electronic Signatures The finance documents may be signed electronically by your Client, provided you are satisfied the requirements of HM Land Registry Practice Guide 82 (PG82) have been complied with in full, and you execute a certificate in the form provided in PG82 to confirm the conditions have been met. The finance documents will be executed by the Bank electronically, and the Bank’s solicitors will provide to you via email on completion the signed finance documents, together with a PG82 certificate and certified copy power of attorney under which the finance documents have been executed. 5.6 Offer Letter Offer Letters are valid for four months from the date of first issue by the Bank. If an Offer Letter was issued prior to 15th November 2023, it is valid for six months from the date of first issue. Please refer to the offer wording to ensure you advise your client correctly. The Bank will need to obtain credit re-approval to proceed after the offer has expired. You must advise the Bank's solicitors immediately if completion will not be taking place before the offer expires. Back to Contents

11. COMPLETION 11.1 Offshore Seller If the seller of the property is not incorporated in England and Wales, the Bank's solicitors will need confirmation that the seller is active/solvent as at the date of completion before drawdown can take place. Please either provide a legal opinion, a certificate of good standing and a certificate of incumbency or a clear winding up/solvency search on the seller dated the date of completion. Please also ensure that the Seller is registered at Companies House and provide the Bank’s solicitors with the Seller’s official Overseas Entity number following completion. 11.2 Notice of Completion to the Bank The Bank requires five business days' notice of the intention to complete. All conditions must be satisfied five business days before completion for drawdown to take place. 11.3 Funds Remittance – when will they be available? Funds are sent from the Bank to the Bank's solicitors on the day of completion. The Bank's solicitors will deduct the necessary disbursements (as per the contribution statement sent to the Client's Solicitor) and send the balance to the Client's Solicitor by CHAPS. This is held to the Bank's solicitors' order. You must confirm to the Bank's solicitors when funds are received so that you can be released from your undertaking to hold funds to order. If completion does not take place on the day the funds are remitted, you must return funds to the Bank's solicitors by 2 pm next working day as funds will need to be returned to the Bank. The Bank’s solicitors may charge an admin fee if they are required to send funds to you again so please ensure that all parties involved are ready to complete before requesting funds. Back to Contents