Templates and forms
AML compliance checklist
This checklist will highlight areas for improvement in your business. It covers questions which may be asked during a supervisory inspection by HMRC in relation to anti-money laundering (AML) and the counter financing of terrorism (CFT).
Property Information Questionnaire (PIQ) for lettings
Under the Consumer Protection from Unfair Trading Regulations, both the landlord and letting agent must disclose anything within their knowledge that would affect the transactional decision of the average consumer.
Property Information Questionnaire (PIQ) for sales
Having contributed members views to the NTSELAT working group developing guidance on Material Information, Propertymark’s Property Information Questionnaire (PIQ) is a credible structure to underpin the work property agents do with their clients to gather information.
Service Occupancy Agreement
The main characteristics of a service occupancy are that the occupation of the property is closely linked to the occupier’s employment, they have a personal licence to occupy for so long as they are employed by the employer and that the service occupancy terminates automatically when the employment contract ends.
Section 21, Section 8 and Section 13
These common tenancy notices are Government prescribed forms available to download from their website. This resource offers a little more information into each one and where you need to go to download them.
Identity Verification Form
Our Identity Verification Form will assist you in collecting the important information you need about the vendor. Use this form to tick off the appropriate checks and comply with the money laundering regulations.
Common Law Tenancy Agreement (Non-Housing Act Tenancy)
Our Non-Housing Act Tenancy Agreement is an exclusive member benefit for ARLA Propertymark members. Use this contract if the rent exceeds £100,000 a year or where it is not the tenant’s main home.
Assured shorthold tenancy agreements (ASTs)
Our ASTs are compliant with the Tenant Fees Act and we offer alternative versions depending on the deposit scheme you are registered with alongside a no deposit option and Deed of Guarantee.
Leasehold Property Enquiries (LPE1)
This form will coincide with lenders changing their policies to be able to lend on properties in remediation schemes, or those covered by leaseholder protections. The changes to this form arise from the Building Safety Act 2022 which came into force on 28 June 2022.
Renting Homes (Wales) Act Occupation Contracts
The Renting Homes (Wales) Act 2016 brings together several complex pieces of legislation into a single legal framework. We worked closely with the Welsh Government to help agents prepare and have produced the new Model Occupation Contracts, which Rent Smart Wales has also reviewed.
Land Transaction Tax: home buyer's information
Propertymark collaborated with the Welsh Revenue Authority (WRA) to produce a downloadable leaflet to support agents in providing potential home buyers with the details regarding Land Transaction Tax (LTT).
Fee templates
The Consumer Rights Act 2015 made it a legal requirement for letting agents in England to display details of all fees and charges on websites and in offices. These templates support members who have Propertymark Client Money Protection (CMP) to comply with the legislation.
Memorandum of Sale Checklist
Stakeholders from across the sector formed the Transaction Reform Group to find ways of speeding up the buying and selling process. A Memorandum of Sale is sent to all parties as soon as a sale is agreed in principle.
Complaints procedure
Add your logo and company details to our Propertymark branded complaint handling procedure. The form outlines the full procedure for consumers who wish to make a complaint and will help you comply with our membership rules.
Licensing consultation template
Is a discretionary licensing scheme being consulted on in your area? We have created a Word template for you to submit to your local authority. The letter explains why discretionary licensing schemes are not an effective way of promoting higher quality accommodation.
Declaration of offer form
Have the buyer complete a written declaration of offer rather than accepting it verbally so that you have clarification of their financial position and circumstances of selling so that this can then be shared with all parties, excluding confidential information, making everything transparent.
Tenant fee ban, ten top tips for letting agents in Wales
We put together ten of our top tips as part of our Tenant Fees Toolkit for agents in Wales. This resource was published to help letting agents ahead of the Renting Homes (Fees etc.) (Wales) Act which came into force on 1 September 2019.
Holding Deposit template letters
Save time by applying our templates to your letterhead to communicate to a new or potential tenant when a Holding Deposit needs to be refunded, forfeited or transferred.
Tenant fee ban, ten top tips for letting agents
We put together ten of our top tips as part of our Tenant Fees Toolkit. This resource was published to help letting agents ahead of the Tenant Fees Act which came into force on 1 June 2019.
Private Residential Tenancy (PRT)
Since 1 December 2017 the Private Residential Tenancy (PRT) has been in place for all new tenancies granted in Scotland, replacing the previously used assured and short assured tenancy agreements