Take over a new block
Handover from the old managing company, so service charges and safety records carry on.
- Agree the handover date (Director signs off)
- Request handover records
- Get the fire risk assessment and safety files. Most people forget this: Missing fire safety records leave you exposed from day one
- Get service charge accounts and bank balances
- Get lease copies
- Write to leaseholders with new details
- Move insurance and contracts
- Do a site visit