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Document Templates are constantly reviewed and updated

Regular Updates

MonthUpdated Document/SubfolderDate of Update
September 2025

Private Car Allowance Policy

23/09/2025

Private Car Allowance Policy

23/09/2025

Management and Sales Employment Contract Checklist

18/09/2025

Guidance Notes: Appointment of Directors

18/09/2025

Guidance Notes: Types of Directors & Appointment of Directors

18/09/2025

Board Minutes Appointment of New Director (Identity Verification Compliant)

18/09/2025

Long Form Board Minutes Appointment of New Director (Identity Verification Compliant)

18/09/2025

Directors’ Written Resolution Appointment of New Director (Identity Verification Compliant)

18/09/2025

Shareholders’ Ordinary Resolution Appointment of New Director (Identity Verification Compliant)

18/09/2025

General Meeting Minutes Appointment of New Director (Identity Verification Compliant)

18/09/2025

Letter of Recommendation to Appoint New Directors (Identity Verification Compliant)

18/09/2025

Shareholders’ Written Resolution Appointment of New Director (Identity Verification Compliant)

18/09/2025

Appointment of Directors (IDV compliant)

18/09/2025

Privacy Notice for a Charity (GDPR Compliant)

18/09/2025

Note to Directors – Summary of key Issues under ECCTA

16/09/2025

Application Form for a Residential Tenancy

16/09/2025

Confirmation of Identity Verification

11/09/2025

Consent to Act Director’s confirmation (Identity Verification Compliant)

11/09/2025

Identity Verification Form

11/09/2025

Request Letter to Directors for ID Verification Documents

11/09/2025

Residential Tenancy Heads of Terms

11/09/2025

Letter to People with Significant Control Regarding ID Verification

09/09/2025

Summary of the Identity Verification Regime

09/09/2025

Checklist of Headline Points for Economic Crime Act

04/09/2025

Letter to Directors Regarding ID Verification

04/09/2025

August 2025

Ground Rent Demand for Long Residential Lease

20/08/2025

Guidance Note on Employment, Self-employment, and IR35

13/08/2025

Guidance Note on Employment, Self-employment, and IR35

13/08/2025

Guidance Note on Employment, Self-employment, and IR35

13/08/2025

Guidance Note on Employment, Self-employment, and IR35

13/08/2025

July 2025

Company Formation Checklist

31/07/2025

Board Minutes – First Meeting Of The Board Of Directors

31/07/2025

Company Board Meetings Minutes Templates

31/07/2025

Data Subject Access Request Guidance Notes

30/07/2025

Data Subject Access Request Policy and Procedure

30/07/2025

Letter from New Landlord (Section 3 and Section 48)

18/07/2025

Redundancy Policy

03/07/2025

Guidance Notes: Alternative roles for redundant employees

03/07/2025

Redundancy Procedure And Checklist

03/07/2025

HR Sickness Monitoring Checklist

01/07/2025

Sickness and Absence Self-Certification Form

01/07/2025

June 2025

Directors – Duties & Conflicts of Interest

24/06/2025

Guidance Notes: Directors' Duties & Conflicts of Interest

24/06/2025

May 2025

Residential Property Sales Terms and Conditions

13/05/2025

Anti-Money Laundering (High Value Lettings)

13/05/2025

Commercial Sales, Lettings and Property Management Terms and Conditions

13/05/2025

High Value Commercial Property Lets (AML)

13/05/2025

Commercial Property Lettings Agency Anti-Money Laundering Policy

12/05/2025

Commercial Property Lettings Agency Firm Wide Risk Assessment

12/05/2025

Commercial Property Lettings Agency Customer ID and Risk Assessment

12/05/2025

Commercial Property Estate Agency Firm Wide Risk Assessment

12/05/2025

Commercial Property Estate Agency Anti-Money Laundering Policy

12/05/2025

Commercial Property Estate Agency Customer ID and Risk Assessment

12/05/2025

Estate Agency Firm Wide Risk Assessment

08/05/2025

Estate Agency Anti-Money Laundering Policy

08/05/2025

Estate Agency Customer Identification and Risk Assessment Form

08/05/2025

Lettings Agency Firm Wide Risk Assessment

08/05/2025

Lettings Agency Customer Identification and Risk Assessment Form

08/05/2025

Lettings Agency Anti-Money Laundering Policy

08/05/2025

Adoption Leave Policy (Adoption within Great Britain)

07/05/2025

Paternity Leave Policy (Birth)

07/05/2025

Shared Parental Leave Policy

07/05/2025

Select year to view the Updates History:
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