Our Property Professionals Manual provides you with the current and supplementary permanent file programmes needed to provide reports on the handling of clients' money by estate, letting and residential managing agents required by relevant membership organisations.
Reports required by the Estate Agents (Accounts) Regulations 1981 are also covered, as is the provision of a factual report on service charge accounts.
Which membership rules are covered by this manual?
In respect of preparing a factual report on service charge accounts, this manual considers:
Our Property Professionals Manual can be browsed online or sections of content or commentary can be downloaded in Microsoft word or PDF. There is also the flexibility to ‘customise’ a download suitable for your engagement. For every new assignment, you will need to navigate to our website to obtain the most up to date version.
September 2023
This update incorporates the following changes:
In addition a number of minor amendments / improvements have been made to other sections of the Property Professional Manual, including updating engagement letters to reflect latest guidance.
February 2022
This update incorporates the following changes:
For further details, please see the what’s changed guidance included within the product.
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