• Draft and provide advice on new and future service charge budgets.
• Raise and collect service charges (and ground rent as applicable) in accordance with the statutory requirements.
• Managing client funds in accordance with legislation including maintenance of the reserve fund where required.
• Preparation of year end accounts, annual returns and instructing third party accountants to either certify and/or audit, as and where necessary, year end accounts.
• Where we are engaged by an RMC and/or RTM, act as Company Secretary and/or provide director services and file year end accounts at Companies House. Please review our Company Directorship and Secretarial Services for more details.
• Ensure close liaison with client, leaseholders, residents, directors, shareholders and all relevant stakeholders.
• Ensure effective management by regular site inspections and by checking items of repair and maintenance.
• Appoint and supervise contractors, consultants, engineers and maintenance providers and any on site staff.
• Arranging of buildings insurance and other estate insurance that may be required such as D&O cover for Directors and Officers, Lift Engineering Insurance and such like.
If our full management service is something that interests you, please feel free to contact us and we will be happy to provide a bespoke quotation for your block/estate.
