Completion Undertaking
COT
Letter of Client Advice
PG25 Confirmation Letter
Documents We Need From Your Client(s)
Process Agent Letter
Documents We Need About Occupiers and Donors
Occupancy Declaration (home purchase/re-finance matters only)
Occupier’s Consent (home purchase/re-finance matters only)
Occupier's ILA (non-applicant spouses and civil partners only)
Donor's ILA (non-applicant spouses and civil partners only)
Donor's Consent and Undertaking (non-applicant spouses and civil partners only)
Certificate of Compliance Template
SDLT Declaration (non-corporate clients only)
SDLT Declaration (corporate clients only)
Notice of Assignment, Sublease and Charge (existing lease and 3-tier transactions)
Notice of Sublease and Charge (new lease and 2-tier transactions)
Certificate of Compliance Template
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Board Minutes (more than one director)
Minutes and Resolution (sole director)
Directors Certificate (more than one director)
Directors Certificate (sole director)
Shareholder Resolution - Conflict of Interest (more than one shareholder)
Independent Advice Letter – Guarantor
Process Agent Letter - Guarantor