This page explains the different management packages we often provide clients.
If you are looking for something bespoke package, please get in touch.
| Set Up | Bronze | Silver | Gold | |
|---|---|---|---|---|
| Full Lease Review | We will review your lease to identify the key information, dates, and responsibility | ✅ | ✅ | ✅ |
| Full Management & Audit Survey | We will review the scheme and assist with developing a maintenance regime and compliance requirements | ✅ | ✅ | ✅ |
| Owners Portal | Each owner will haves to an owner’s portal, to access key documentation, check their service charge summary and report issues | ✅ | ✅ | ✅ |
| Residents Guide | We will create a bespoke, visually branded residents guide, containing the key information for the scheme | ❎ | ✅ | ✅ |
| Financial Management | ||||
| Bank Account Administration | We will set up and administer the service charge funds in its very own designated client account | ✅ | ✅ | ✅ |
| Service Charge Collection | We will administer and issue service charge demands | ✅ | ✅ | ✅ |
| Ground Rent Collection | We will administer and issue ground rent demands | ✅ | ✅ | ✅ |
| Credit Control (Arrears Management) | We will conduct credit control and manage arrears through an effective process to recover outstanding monies | ✅ | ✅ | ✅ |
| Payments | We will administer and pay invoices | ✅ | ✅ | ✅ |
| Year End Accounts | We will prepare a financial account pack, including invoices copies and send to the schemes nominated accountant | ✅ | ✅ | ✅ |
| Service Charge Budgeting | We will prepare a service charge budget for you to review and agree | ❎ | ✅ | ✅ |
| Company Secretarial | ||||
| Confirmation Statement | We will submit this companies house | ❎ | ❎ | ✅ |
| Accounts Filing | We will submit this to company’s house | ❎ | ✅ | ✅ |
| Share Transfers | We will administer any share capital | ❎ | ✅ | ✅ |
| Solicitors Enquiries | We will handle any Solicitor enquires | ❎ | ✅ | ✅ |
| Permissions, consents and alterations | We will handle any permission, consent or alteration requests | ❎ | ✅ | ✅ |
| Compliance reports | We will risk manage and instruct your compliance risks | ❎ | ✅ | ✅ |
| Meeting attendance | We will attend up to four director meetings and one annual general meeting per year | ❎ | ✅ | ✅ |
| Company secretary | We will conduct the company’s secretarial duties, including meeting administration | ❎ | ❎ | ✅ |
| Letter & email handling | We will handle any letter or email administration | ❎ | ✅ | ✅ |
| Property Management | ||||
| Designated block manager/property administrator | We will provide you with a key point of contact | ❎ | ✅ | ✅ |
| Common parts inspections | We will regularly inspect the common areas of the scheme | ❎ | ✅ | ✅ |
| Day to day reactive repairs & call handling | We will handle any reactive repairs and call handling | ❎ | ✅ | ✅ |
| Contract tendering | We will tender any required contracts | ❎ | ✅ | ✅ |
| Insurance claim handling (communal) | We will administer any claims | ❎ | ✅ | ✅ |
| Insurance renewals | We will administer and arrange any insurance renewals through our industry contact | ❎ | ✅ | ✅ |
| Leasehold advice | We will offer guidance when you need | ✅ | ✅ | ✅ |
| 24/7 out of hours | We will offer out of hours support call handling | ❎ | ❎ | ✅ |
| Management of employed staff | We will administer and manage any employed staff | ❎ | ❎ | ✅ |
| Subletting management | We will administer any subletting at your property | ❎ | ❎ | ✅ |
