Property Professionals Manual

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?

  • Propertymark, formerly known as The National Federation of Property Professionals (NFoPP), Conduct and Membership Rules for members of the NAEA (the National Association of Estate Agents) Propertymark and ARLA (the Association of Residential Letting Agents) Propertymark
  • Money Shield’s Scheme Rules
  • Client Money Protect's Membership Rules
  • Safeagent, formerly The National Approved Letting Scheme (NALS), Client Accounting Standards
  • The Association of Residential Managing Agents (ARMA) Bye-laws and Consumer Charter and Standards

In respect of preparing a factual report on service charge accounts, this manual considers:

  • TECH 03/11 Residential Service Charge Accounts, issued jointly by a working party comprising representatives of the ACCA, ICAEW, ICAS, ARMA and RICS.

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.

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