Document downloads - Lettings and management
Available downloads
-
Agreement between the landlord and agent setting out the terms of appointment for the management of property - template
This agreement sets out the terms of appointment between a landlord and agent for the management of a property. It includes detailed explanations of the terms including the service to be provided by the agent; what the agent is authorised to do; communication; undertakings by the client; the remuneration liability of the agent; and arbitration.
This document template is maintained by Paul Walshe of Awdry Bailey & Douglas.
Disclaimer:
Users of this document are responsible for forming their own view as to whether this document and its contents are suitable for use in any particular circumstances. The supply of this document does not constitute legal or other professional advice, nor does it constitute any opinion or recommendation as to how any person should conduct its business or whether any person should or should not enter into any form of contract. Users should, if appropriate, consult their professional advisers as to any such matter. No warranty, express or implied, is given in respect of this document and neither RICS nor the authors shall be liable for any loss or damage of any kind arising directly or indirectly from the use or misuse of this document or from any reliance on it by any person, except to the extent that exclusion of such liability is prohibited by law. -
Data protection checklist
Estate agencies should audit (and revise where appropriate) their data processing activities on a regular basis. In particular the items in the following checklist should be reviewed.
-
Rent only residential management code (ARCHIVED)
This document has been archived and is available on isurv for information purposes only.
This RICS guidance note provides good-practice advice on the management of residential property.
It is written for all professionals working in this field, such as managing agents and landlords. It is also intended to be used by residents, owners of property and providers of services to such properties.
The Code provides a basis for determining and understanding how management should be undertaken. The new edition has been fully revised and now includes a glossary of key terms. -
Real estate agency and brokerage
This professional statement applies to all RICS members involved with the sale, letting, leasing and management of real estate, whatever the form of tenure by which it is held or occupied.
It outlines the principles that shape the culture of fairness and transparency that underpin all activities undertaken by real estate agents within whichever country they practice. Topics covered include:
- Ethics
- Securing instructions
- Acting for the seller: marketing the property
- Acting for the seller: agreeing the sale or lease
- Acting for the buyer
- Ending the instruction
- Safety and security
- Agency management -
Deed of guarantee
Use one of the templates to create a deed of guarantee where a guarantor is required for an assured shorthold tenancy (AST). A copy of the unsigned tenancy agreement should be attached. If the guarantor does not receive a copy of the tenancy agreement that they are guaranteeing, the guarantee may not be enforceable. It may be prudent to ask the guarantor to initial each page of the tenancy agreement.
The deed of guarantee for full liability allows the landlord to pursue each person forming the guarantee for all the costs and liabilities outstanding.
The deed of guarantee for limited liability allows the landlord to pursue each person forming the guarantor for a percentage of the costs and liabilities outstanding.
These document templates are maintained by Paul Walshe of Awdry Bailey & Douglas.
Disclaimer
Users of this document are responsible for forming their own view as to whether this document and its contents are suitable for use in any particular circumstances. The supply of this document does not constitute legal or other professional advice, nor does it constitute any opinion or recommendation as to how any person should conduct their business, or whether any person should or should not enter into any form of contract. Users should, if appropriate, consult their professional advisers as to any such matter. No warranty, express or implied, is given in respect of this document and neither RICS nor the authors shall be liable for any loss or damage of any kind arising directly or indirectly from the use or misuse of this document, or from any reliance on it by any person, except to the extent that exclusion of such liability is prohibited by law. -
UK residential real estate agency
Published September 2017
Effective from 11 September 2017
With the increased focus on the need for ethical practice and transparency in the residential property market this RICS professional statement sets out clearly the responsibilities of residential property agents to ensure they are working to the highest ethical and professional standards.
The 5th edition of the Blue Book, UK Residential Property Standards, has been archived as it has been superseded by the 6th edition. -
Tenant’s end of tenancy checklist
This checklist is to assist tenants with what will be expected of them when handing the property back at the termination of their tenancy.
-
Tenant’s checklist: key points of your tenancy
A checklist to assist tenants with their tenancy, providing key points to remember about looking after the property, dealing with disrepair, ending the tenancy and generally how to be a good tenant and maintain a good relationship with the landlord/agent.
-
Private rented sector code (ARCHIVED)
This document has been archived and is available on isurv for information purposes only.
This cross-industry code is intended to promote best practice in the letting and management of private rented sector housing in England.
The code is intended for use by landlords and lettings and management agents in the private rented sector (PRS).
The Code was amended in July 2015 to reflect changes in legislation, including the introduction of the Consumer Rights Act 2015 and The Smoke and Carbon Monoxide Alarm (England) Regulations 2015. -
Real estate management
This professional statement applies to the management of both commercial and residential real estate.
It outlines the principles that shape the culture of fairness and transparency that underpin all activities undertaken by real estate managers within whichever country they practice, and applies to all RICS members involved with the sale, letting, leasing and management of real estate, whatever the form of tenure by which it is held or occupied. -
Health and safety for residential property managers
Published January 2016
Effective from 1 August 2016
This guidance note sets out practical guidance around the health and safety management of most types and configurations of residential properties. It aims to assist those responsible to be able to ensure, at all times, that the properties and, if appropriate, the facility management services delivered meet all statutory obligations (note that you will need to check legal requirements in each relevant jurisdiction), as well as good practice in regard to health, safety and environmental matters. -
New business practices: estate agency interactions in England and New Zealand housing markets (RICS)
Published January 2016
This research aims to understand the contemporary role of agents and other information sources in shaping owner occupiers’ search and bidding behaviour in the UK and New Zealand.