Getting a financial handover right sets a block or estate up for a smooth, successful transition and helps build strong working relationships between all parties involved. This webinar will outline what best practice looks like, what TPI expects to see from a compliance perspective, and the best way to communicate effectively with other parties including what to request and how to request it. After the session delegates should feel more comfortable and confident in preparing for passing on sites, as well as receiving documentation on new instructions
Presenter
Glenys Diebelius
Training Course Contents
This course will cover
Taking on a new instruction
- Legal and Compliance Review
- Financial Due Diligence
- Physical Building Inspection
- Stakeholder Management
- Data and Document Handover
On-going Management
- Management Agreement
- Lease
- Service Charge & Ground Rent Collection
- Debt Management
- Production of Service Charge Accounts
Handing over to a new agent
- Expected Timescales
- What Should be Shared
- Guidance on TPI Standards
- Document Outline
Learning Outcomes
By the end of this session delegates should feel confident of running a handover from either side of the process, including what good looks like, the TPI standards, and a detailed and clear understanding of what documents and formats should be part of a good handover.
Intended For
This course is ideal for any property manager involved in handing over sites or activating new tenders.
Fees
| Membership level | Price |
|---|---|
| Members | £35.00 |
| Non Members | £46.00 |