Documents & resources

Gathering the right information early makes the claim and the eventual handover far smoother. Here is what to collect, and where to find authoritative guidance.

What to gather before you start

Current managing agent details

Name, address, and contract terms of any managing agent, including notice periods.

Freeholder / landlord details

Registered name and address for service — check the title register at HM Land Registry.

Lease copies

A copy of the lease for each flat, to confirm qualifying tenants and lease terms.

Buildings insurance policy

Current policy schedule, renewal date, and claims history.

Existing contracts

Cleaning, gardening, lift maintenance, utilities, and any other service contracts.

Service charge accounts

The last three years of service charge accounts and details of any reserve fund.

Compliance records

Fire risk assessments, gas and electrical certificates, asbestos surveys.

Official resources