Fillable Leasehold Information Form (2nd edition) (Rubin Lewis O'Brien Solicitors)

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Leasehold Information Form (2nd edition) (Rubin Lewis O'Brien Solicitors)

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Leasehold Information Form (2nd edition)
Address of the property
Full names of the seller
Seller’s solicitor
Name of solicitors firm
Address
Email
Reference number
Definitions
●
g3Ellerg means all sellers together where the property is owned by
more than one person
●
g"Uyerg means all buyers together where the property is being
bought by more than one person
●
g0Ropertyg means the leasehold property being sold
●g"
uildingg means the building containing the property
●
g.eighbourg means those occupying flats in the building
Instructions to the seller
The seller should pro
vide all relevant documentation relating to the
lease when they return this completed form to their solicitor. This
may include documents given to the seller when they purchased the
property, or documents subsequently given to the seller by those
managing the property.
Instructions to the seller
and the buyer Please read the notes on 7$3URSHUW\,QIRUPDWLRQ)RUP
TA7
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© Law Society Published by LexisNexis 2019
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1.1 What type of leasehold property does the seller own? (‘Flat’
includes maisonette and apartment).
1.2 Does the seller pay rent for the property? If Yes:
(a) How much is the current yearly rent?
(b) How regularly is the rent paid (e.g. yearly)?
2.1 Please supply a copy of:
(a) the lease and any supplemental deeds
(b) any regulations made by the landlord or by the tenants’
management company additional to those in the lease
2.2 Please supply a copy of any correspondence from the
landlord, the management company and the managing agent.
2.3 Please supply a copy of any invoices or demands and any
statements and receipts for the payment of:
(a) maintenance or service charges for the last three years
(b) ground rent for the last three years
2.4 Please supply a copy of the buildings insurance policy:
(a) arranged by the seller and a receipt for payment of the
last premium, or
(b) arranged by the landlord or management company and
the schedule for the current year
2.5 Have the tenants formed a management company to manage
the building? If Yes, please supply a copy of:
(a) the Memorandum and Articles of Association
(b) the share or membership certificate
(c) the company accounts for the past three years
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Leasehold Information Form
1
The property
Flat
Shared ownership
Long leasehold house
2
Relevant documents
Enclosed To follow
Not applicable
Enclosed To follow
Not applicable
Enclosed To follow
Not applicable
Enclosed To follow
Already supplied
Enclosed To follow
Enclosed To follow
Enclosed To follow
Enclosed To follow
Enclosed To follow
Yes No
Yes No
Enclosed To follow
£
Payments
Add file attachment
Add file attachment
3.1 Does the landlord employ a managing agent to collect rent or
manage the building?
3.2 Has any management company formed by the tenants been
dissolved or struck off the register at Companies House?
3.3 Do the tenants pass daytoday responsibility for the
management of the building to managing agents?
4.1 Please supply contact details for the following, where appropriate. (The landlord may be, for
example, a private individual, a housing association, or a management company owned by the
residents. A managing agent may be employed by the landlord or by the tenants’ management
company to collect the rent and/or manage the building.)
Managing agent
Landlord contracted by the landlord
Name
Address
Tel
Email
Managing agent
contracted by the tenants’
management company
Name
Address
Tel
Email
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Leasehold Info rmation Form
4
Contact details
3
Management of the building
Yes No
Yes No
Yes No
Not known
5.1 Who is responsible for arranging the buildings insurance on
the property?
5.2 In what year was the outside of the building last decorated?
5.3 In what year were any internal communal parts last
decorated?
5.4 Does the seller contribute to the cost of maintaining the
building?
If No to question 5.4, please continue to section 6 ‘Notices’ and do not answer questions
± below.
5.5 Does the seller know of any expense (e.g. the cost of
redecoration of outside or communal areas not usually
incurred annually) likely to be shown in the service charge
accounts within the next three years? If Yes, please give details:
5.6 Does the seller know of any problems in the last three
years regarding the level of service charges or with the
management? If Yes, please give details:
5.7 Has the seller challenged the service charge or any expense
in the last three years? If Yes, please give details:
5.8 Is the seller aware of any difficulties encountered in collecting
the service charges from other flat owners? If Yes, please
give details:
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Leasehold Info rmation Form
Yes No
5
Maintenance and service charges
Seller
Management company
Landlord
Yes No
Yes No
Yes No
Yes No
Year Not known
Year Not known
5.9 Does the seller owe any service charges, rent, insurance
premium or other financial contribution? If Yes, please give
details:
Note:$ notice may be in a printed form or in the form of a letter.
6.1 Has the seller received a notice that the landlord wants to sell
the building? If Yes, please supply a copy.
6.2 Has the seller received any other notice about the building, its
use, its condition or its repair and maintenance? If Yes, please
supply a copy.
Note: A consent may be given in a formal document, a letter or orally.
7.1 Is the seller aware of any changes in the terms of the lease
or of the landlord giving any consents under the lease? If
Yes, please supply a copy or, if not in writing, please give
details:
8.1 Has the seller received any complaint from the landlord, the
management company or any neighbour about anything the
seller has or has not done? If Yes, please give details:
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Leasehold Info rmation Form
Yes No
6
Notices
Yes No
Enclosed To follow
Lost
Yes No
Enclosed To follow
Lost
7
Consents
Yes No
Enclosed To follow
Lost
8
Complaints
Yes No
Add file attachment
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This form is part of the Law Society’s TransAction scheme.
The Law Society is the representative body for solicitors in England and Wales.
TA7
8.2 Has the seller complained or had cause to complain to or
about the landlord, the management company, or any
neighbour? If Yes, please give details:
9.1 Is the seller aware of any alterations having been made to the
property since the lease was originally granted?
If No, please go to section 10 ‘Enfranchisement’ and do not answer 9.2 and 9.3 below.
9.2 Please give details of these alterations:
9.3 Was the landlord’s consent for the alterations obtained?
If Yes, please supply a copy.
Note: ‘(nfranchisement’ is the right of a tenant to purchase the freehold from their landlord and the
right of the tenant to extend the term of the lease.
10.1 Has the seller owned the property for aW least two years?
10.2 Has the seller served on the landlord a formal notice stating
the seller’s wish to buy the freehold or be granted an
extended lease? If Yes, please supply a copy.
10.3 Is the seller aware of the service of any notice relating to
the possible collective purchase of the freehold of the
building or part of it by a group of tenants? If Yes, please
supply a copy.
10.4 Is the seller aware of any response to a notice disclosed in
replies to 10.2 and 10.3 above? If Yes, please supply a copy.
Signed: ................................................................................................. Dated: ...................................
Each seller should sign this form.
Yes No
9
Alterations
Yes No
Yes No
Yes No
Not known Not required
Enclosed To follow
10
Enfranchisement
Yes No
Enclosed To follow
Lost
Yes No
Enclosed To follow
Lost
Yes No
Enclosed To follow
Lost
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Leasehold Information Form (2nd edition) (Rubin Lewis O'Brien Solicitors)

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Completed 13 April 2021

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