Bill Bannister Onboarding

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1
Property Information
2
2
Physical Characteristics Of The Property
3
3
Utilities/Services
4
4
Parking
5
5
Fire Safety & Building Safety
6
6
Restrictions
7
7
Rights And Easements
8
8
Environmental Issues
9
9
Mining
10
10
Planning permission
11
11
Accessibility And Adaptations
12
12
Disputes And Complaints
13
13
Additional Alterations And Changes To The Property
14
14
Specialist Issues
15
15
Fixtures And Fittings
16
16
Additional Utilities/Services
17
17
Rights And Informal Arrangements
18
18
Additional Information
19
19
Guarantees
20
20
Onward Chain
21
21
Vendor Identification
22
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Property information

Property Address

Town

County

Post Code

Council Tax

Council Tax Band

Is the property exempt from council tax?

Yes

Please provide details of this exemption

Tenure Of Property

Tenure

Freehold

Leasehold

Shared Ownership

Other

Unknown

Does the freehold have any common managed areas?

Yes

Please complete the following for Leasehold

Length of Lease

Years Remaining

Start date

Does the leasehold have any common managed areas?

Yes

Please complete the following for Shared Ownership

What is the percentage share being sold?

State any rent payable to the freeholder.

Provide the name and contact details of the individual or organisation who rent is paid.

Provide details of any additional liabilities or obligations to the property as part of the shared ownership arrangements.

Please complete the following for common managed areas

Is there a property management company?

Yes

Please provide details of the property management company,

Is there a Resident's management company?

Yes

Please provide details of the resident's management company,

Are there any rules regarding pets etc?

Yes

Please provide details on these rules,

What is the service charge? PA/PCM

What is the ground rent? PH/PCM

What is the name of the freeholder or rent charge owner?

Are there any restrictions imposed by a lease or otherwise?

Yes

Please provide details of these restrictions.

Do you have a copy of the lease?

Yes

Please provide details of any rent increases / reviews.

Phyisical Characteristics Of The Property

Type Of Property

Detached

Semi Detached

Terraced/End of Terrace

Cottage

Bungalow

Flat/Apartment

Studio

Other

Is the property part of a larger building?

Yes

What floor is it on?

Is this property part of or located over a commercial premises?

Yes

Please provide details of the connection to commercial premises

Utilities/Services

Indicate which of the following services are connected to mains services in the property.

Electricity

Yes

To be Connected

Who is the Electricity Supplier

Please fill in the planned connection date and the electricity supplier.

Connection Date

Supplier

Gas

Yes

To be Connected

Who is the Gas Supplier

Please fill in the planned connection date and the gas supplier.

Connection Date

Supplier

Liquid Petroleum (LPG)

Yes

To be Connected

Who is the Liquid Petroleum (LPG) Supplier

Please fill in the planned connection date and the liquid petroleum gas (LPG) supplier.

Connection Date

Supplier

Water main

Yes

To be Connected

Who is the Water Supplier

Please fill in the planned connection date and the water supplier.

Connection Date

Supplier

Private Water Supply

Yes

To be Connected

Who is the Water Supplier

Please fill in the planned connection date and the water supplier.

Connection Date

Supplier

Mains drainage

Yes

To be Connected

Who is the Mains Drainage Supplier

Please fill in the planned connection date and the mains drainage supplier.

Connection Date

Supplier

Cable TV or satellite

Yes

To be Connected

Who is the Cable TV or Satellite Supplier

Please fill in the planned connection date and the cable TV or satellite supplier.

Connection Date

Supplier

Telephone

Yes

To be Connected

Who is the Telephone Supplier

Please fill in the planned connection date and the telephone supplier.

Connection Date

Supplier

Broadband

Yes

To be Connected

Who is the Broadband Supplier

Please fill in the planned connection date and the broadband supplier.

Connection Date

Supplier

Are there any other mains connected services to the property?

Yes

Please provide details of these connected services.

Batteries and Charging

Does the property include space, or a designated area for storage batteries, such as a domestic battery energy storage system located outside the property or in a garage?

Yes

Please provide details of this battery storage area.

Does the property include electric vehicle charging?

Yes

Please provide details including how the supply or the installation has been provided.

Details of water supply other than mains water

Are there any wells on the property?

Yes

Please provide details on where the well is located.

Are there any boreholes on the property?

Yes

Please provide details on where the borehole is located.

Are there any springs on the property?

Yes

Please provide details on where the spring is located.

Are there any other water sources on the property?

Yes

Please provide details on where the other water source is located is located.

Does the supply of water originate beyond the boundaries of the property?

Yes

Dont Know

Please provide details of the origin including information reguarding access for maintenance or repair.

Is there a septic tank, cesspool, cesspit or sewerage treatment plant connected to the property?

Septic Tank

Yes

Date septic tank was last emptied

Cesspool

Yes

Date cesspool was last emptied

Cesspit

Yes

Date cesspit was last emptied

Sewerage treatment plant

Yes

Date sewerage treatment plant was last emptied

Is the septic tank, cesspool, cesspit or sewerage treatment plant shared with other properties?

Yes

Is the septic tank, cesspool, cesspit or sewerage treatment plant located on someone else's land?

Yes

Please provide a plan showing the location and access to it.

Does the septic tank, cesspool, cesspit or sewerage treatment plant comply with the current ceptic tank and sewerage regulations?

Yes

Indicate which of the following heating sources are at the property.

Central heating (Electric)

Yes

Communal heating system

Yes

Biomass boiler

Yes

Central heating (Mains gas)

Yes

Oil central heating

Yes

Solar panels

Yes

Central heating (LPG)

Yes

Wood burner/Open fire

Yes

Ground or air source heat pump

Yes

Do you have any other types of heating for the property?

Yes

Please specify details of other heating systems

When was the Central heating (Electric) installed?

When was the Central heating (Electric) last serviced/maintained

Is the Central heating (Electric) in good working order?

Yes

Please describe any issues with the Central heating (Electric)

When was the Communal heating system installed?

When was the Communal heating system last serviced/maintained

Is the Communal heating system in good working order?

Yes

Please describe any issues with the Communal heating system

When was the Biomass boiler installed?

When was the Biomass boiler last serviced/maintained

Is the Biomass boiler in good working order?

Yes

Please describe any issues with the Biomass boiler

When was the Central heating (Mains gas) system installed?

When was the Central heating (Mains gas) system last serviced/maintained

Is the Central heating (Mains gas) system in good working order?

Yes

Please describe any issues with the Central heating (Mains gas) system

When was the Oil central heating system installed?

When was the Oil central heating system last serviced/maintained

Is the Oil central heating system in good working order?

Yes

Please describe any issues with the Oil central heating system

When was the Solar panel system installed?

When was the Solar panel system last serviced/maintained

Is the Solar panel system in good working order?

Yes

Please describe any issues with the Solar panel system

When was the Central heating (LPG) system installed?

When was the Central heating (LPG) system last serviced/maintained

Is the Central heating (LPG) system in good working order?

Yes

Please describe any issues with the Central heating (LPG) system

When was the Wood burner/Open fire system installed?

When was the Wood burner/Open fire system last serviced/maintained

Is the Wood burner/Open fire system in good working order?

Yes

Please describe any issues with the Wood burner/Open fire system

When was the Ground or air source heat pump installed?

When was the Ground or air source heat pumplast serviced/maintained

Is the Ground or air source heat pump in good working order?

Yes

Please describe any issues with the Ground or air source heat pump

Is there a smart meter present at the property?

Electric smart meter

Yes

Gas smart meter

Yes

Parking

What are the parking arrangements at the property? Select all that apply

Garage

Yes

Driveway

Yes

Resident permit for street parking

Yes

Shared parking with allocated space

Yes

Allocated parking space(s)

Yes

How many allocated parking spaces

Metered Parking

Yes

Other

Yes

None

Yes

Describe the available parking, including its location in relation to the property (if a permit is required detail the cost and terms of the permit. Include how one is obtained and a rough estimate for how long it takes to get one).

Fire Safety & Building Safety

Does the property have a potentially flammable external wall system (cladding included)

Yes

Don't Know

Cladding materials

Has an EWS1 form been completed? If yes, please include the EWS1 form with this questionnaire.

Yes

Don't Know

Do you know what type of cladding is in place?

Yes

what type of cladding is in place?

Construction

Does the property have a timber framed balcony?

Yes

Don't Know

Has spray foam insulation been installed at the property?

Yes

Don't Know

Does the property contain asbestos?

Yes

Don't Know

Has the property ever been subjected to subsidence or structural faults?

Yes

Don't Know

Please provide details for previous or present subsidence or structural faults

Is the property of standard construction?

Yes

Don't Know

Provide details about the non-standard construction

Is there planning permission and building regulations for all work carried out?

Yes

Restrictions

Listing and conservation

Is your property a listing building?

Yes

Don't Know

Provide details of the listing, Grade and specific regulations.

Is your property in a designated conservation area?

Yes

Don't Know

Provide details of the restrictions in the conservation area.

Is the property subject to any restrictive covenants?

Yes

Don't Know

Covenant details

Are any trees on the property subject to a tree preservation order?

Yes

Don't Know

Details of the tree preservation order

Have the terms of the order been complied with?

Yes

Don't Know

Are there other restrictions the buyer should be aware of?

Yes

Don't Know

Please provide details of the other restrictions

Rights & Easements

Does the property benefit from any rights or arrangements over any neighbouring property? I.E. Right to go onto.

Yes

Don't Know

Provide details of the property benefits

Is there a public right of way through and/or across the property, buildings or land?

Yes

Don't Know

Details of the public right of way

Environmental Issues

Has the property flooded in the last five years?

Yes

Don't Know

At what frequency has the property flooded since you have owned the property?

Is the property still at risk of flooding?

Yes

Don't Know

Have steps been taken to mitigate flood risks?

Yes

Don't Know

Details of the flood mitigation steps

Are there flooding defences nearby?

Yes

Don't Know

Details of nearby flooding defences

Has the property been damaged because of a storm or fire since you have owned it?

Yes

Don't Know

Details of damage caused by storm or fire, and whether there are any outstanding claims

Is the property at risk of coastal erosion?

Yes

Don't Know

Provide details of the coastal erosion risk

Will the buyer be subject to any costs or charges related to sea defences or mitigating the impact of erosion?

Yes

Don't Know

Provide details of costs or charges related to sea defences or erosion

Mining

Has a mining report been conducted or scheduled to be conducted on the property?

Yes

Don't Know

Are there any issues that the purchaser should be aware of such as: sinkholes, subsidence, air pollution or excessive noise?

Yes

Don't Know

Details of issues related to sinkholes, subsidence, etc.

Are there any other issues related to the local environment that a potential buyer should be aware of? I.E. Radon, quarrying, fracking

Yes

Don't Know

Details related to other local envirnment issues

Planning Permission and Outstanding Development Proposals

Are there any planning proposals within the vicinity of the property that would indirectly impact the property?

Yes

Don't Know

Details of planing proposals in the vicinty

Accessibility And Adaptations

Are there any adaptations to the property that improve accessibility? I.E. step free access, wet room, level access shower and lateral living

Yes

Don't Know

Details of adaptations for accessibility

Disputes And Complaints

Have there been any disputes or complaints regarding this property or a property nearby?

Yes

Don't Know

Provide details of these disputes and/or complaints

Is there anything which might lead to a dispute about the property or a property nearby?

Yes

Don't Know

Details of anything which might lead to a dispute

Has there been any failed purchase transactions on the property within the last 12 months?

Yes

Don't Know

Provide details of any failed purchase transactions

Additional Alterations And Changes To The Property

Has there been installation of replacement windows, roof windows, roof lights or glazed doors since 1 April 2002?

Yes

Don't Know

Nature of work carried out

Year Completed

Nature of work carried out

Year Completed

Nature of work carried out

Year Completed

Has a conservatory been added?

Yes

Details of when the conservatory was added and whether any walls were removed

Specialist Issues

Has there ever been any preventative work for dry rot, wet rot, or damp carried out on the property

Yes

Don't Know

Has there ever been any treatment for dry rot, wet rot, or damp carried out on the property

Yes

Don't Know

Is CCTV or a similar security system in operation at the property?

Yes

Don't Know

Will CCTV or a similar security system be active 24/7?

Yes

Don't Know

To your knowledge is the property affected by Japanese knotweed/ bamboo or other invasive species? If yes, state whether a management plan is in place below, and provide a copy.

Yes

Don't Know

Additional information of specailist issues

Fixtures And Fittings

What items will be left in the property

Are any items available for separate negotiation?

Additional Utilities/Services

Are there any connected smart systems at the property? I.E. heating/power or security systems (CCTV), alarms or barriers

Yes

Details of smart systems (service details, passcodes, etc.)

Has the property been rewired or had any electrical installation work carried out since 1 Jan 2005?

Yes

Details (completion certificate or equivalent)

Has the whole or any part of the electrical installation been tested by a qualified and registered electrician?

Yes

When was the electrical installation last tested?

Have solar panels been installed?

Yes

Name of company reponsible for the installation/maintenance

Year of installation

Are the solar panels owned outright?

Yes

Are there storage facilities at the property?

Yes

Details of storage facilities

Is excess energy from the solar panels sold back?

Yes

Provide details of the beneficiaries

Has a long lease of the roof/air space been granted to a solar panel provider?

Yes

Provided copies of the relevant documents?

Enclosed

Lost

Rights And Informal Arrangements

Do you have to contribute towards the shared cost of a jointly used services such as the maintenance of a private road, driveway, boundry or drain?

Yes

Don't Know

Details of shared jointly used services

Additional Information

Is there access to the loft space

Yes

Is it boarded/part boarded

Yes

Is there power/lighting installed

Yes

Is there a loft ladder?

Yes

Are there any restrictions on use or alteration of the property that have not been complied with?

Yes

Don't Know

Provide details on these restrictions or alterations that havent been compliant

Are you aware of any other material issues or information which relates to the property or has anything occurred which may affect the average persons decision to proceed? Disclosure is required under the Consumer Protection from Unfair Trading Regulations 2008

Yes

Don't Know

Describe this issue and any action that has been taken

Has the property been subject to any crime or burglary/significant event that the potential purchaser should be aware of?

Yes

Don't Know

Is the property subject to probate?

Yes

Has probate been granted

Yes

When will it be applied for

when will it be expected back?

Sellers Conveyancer

Conveyancer Name

Conveyancer Address

Town

County

Post Code

Conveyancer Email

Conveyancer Reference

Capacity in which the Seller sells

During the sellers ownership, has any land or buildings previously forming part of this property been sold or any adjacent land or buildings purchased

Yes

Provide details of previous land/ buildings forming part of the property

Is there a flying freehold?

Yes

Details of the flying freehold

Is any part of the property not within the sellers legal ownership?

Yes

Details of the parts of the property not in sellers ownership

Is there a current application to alter the boundries of your property?

Yes

Provide details of the current application to alter the boundry

Guarantees

Are there any guarantees or warranties relating to the property?

National House Building Control (NHBC) or similar

Yes

Lost

Roofing work

Yes

Lost

Damp proofing

Yes

Lost

Timber treatment

Yes

Lost

Central heating and/or plumbing

Yes

Lost

Double glazing

Yes

Lost

Electrical work

Yes

Lost

Preventative work/remedial action relating to subsidence

Yes

Lost

Solar panels

Yes

Lost

Other

Yes

Lost

Provide details of other guarantees

Will any paperwork relating to any guarantees be left at the property when you move out?

Yes

Are there any outstanding claims or current applications relating to any of the above?

Yes

Provide details on the outstanding claims/applications

Onward Chain

Are you buying on?

Yes

Have you found somewhere?

Yes

Can you break the chain?

Yes

Vendor Identification

Main Subject Details

Full name

Alias/Trading name

Date of Birth

Address

Town

County

Post Code

Occupation

Employers Name & Address

Subject Identification

Evidence of NAME (Driving Licence, Passport etc.)

Evidence of ADDRESS (Utility bill, Tax Bill, etc.)

Main Subject Details

Full name

Alias/Trading name

Date of Birth

Address

Town

County

Post Code

Occupation

Employers Name & Address

Subject Identification

Evidence of NAME (Driving Licence, Passport etc.)

Evidence of ADDRESS (Utility bill, Tax Bill, etc.)

Declaration

We confirm that all information provided is accurate to the best of our knowledge and if we should become aware of any change to the information supplied prior to the exchange of contracts for the sale of the property we will update our conveyancer and estate agent.

Signature

Full name

Date

Signature

Full name

Date

Staff Member signature

Staff member name

Date