Take over a new block

Handover from the old managing company, so service charges and safety records carry on.

  1. Agree the handover date (Director signs off)
  2. Request handover records
  3. Get the fire risk assessment and safety files. Most people forget this: Missing fire safety records leave you exposed from day one
  4. Get service charge accounts and bank balances
  5. Get lease copies
  6. Write to leaseholders with new details
  7. Move insurance and contracts
  8. Do a site visit

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