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How can I get a Management Information pack?

Buying & selling your home

1. What is a Management information pack and why do I need one?

Once you have agreed to sell your property and have instructed a Solicitor to represent you, we can provide you with a Management Information pack. Our Management Information packs provide a comprehensive guide to the property that is being sold and includes the Law Society’s Leasehold Property enquiry form (LPE1) or the Freehold Management Enquiries form (FME1).

We understand that the selling and buying of property is a stressful time and we strive to ensure that we provide the information that you require in a timely manner. We have dedicated administration teams that will assist your Solicitor in order to provide all of the information/documentation required as part of the sale process. Please see below table highlighting what information we contain in the Management Information pack as well as our fee for providing this information.

What is included in the pack?

Fee

  • LPE1/FME1 Form (Leasehold Property Enquiries Form/Freehold Management Enquiries)
  • Statement of Account
  • Estimate/Budget for Current year
  • Last 3 years’ audited accounts
  • Fire Risk Assessment
  • Health & Safety Report
  • Asbestos Report
  • Insurance Certificate (building)
  • Insurance Certificate (Terrorism)
  • Major Works information
  • Completions information sheet
  • Welcome pack

*Documents included if available or relevant to the property in question

£324 including VAT

2. How to obtain a Management Information pack?

We receive a high volume of requests for Management Information packs so we ask that to help us to be able to respond to requests in a timely manner that the below process is followed.

For Management Information pack requests please email our Property Transfer Department using the following email addresses. If you live in a retirement property please ask your solicitor to contact the Property Transfer department at retirementpropertytransfer@firstport.co.uk; for non-retirement properties please ask your solicitor to contact the Property Transfer department at solicitorhelp@firstport.co.uk

3. What's the process for obtaining a Management Information Pack?

Our standard Management Information Pack should be requested by a seller’s solicitor via one of the options above.

They will then receive a form to fill in and be requested to pay a fee and supply a copy of your property’s Lease and an OCE (Office Copy Entries).

Once we receive our fee and the document a specially trained member of the Property Transfer team will collate some of the documents listed earlier and others such as the Information Sheet and LPE1 or FME1 will be created on a case by case basis as they are lists of bespoke instructions or answers linked specifically to your property.

Our Standard Management Information Pack service costs £324 including VAT. If this option is selected the Management Information Pack bundle will be sent to your solicitors 15 working days from the date we receive our requirements.*

If you need the Management Information Pack sooner you can upgrade and select the Gold Management Information Pack service which costs £375 including VAT. If this option is selected the Management Information Pack bundle will be sent to your solicitors 5 working days from the date we receive our requirements.*

If you need the Management Information Pack urgently you can select the Platinum Management Information Pack service which costs £500 including VAT. If this option is selected the Management Information Pack bundle will be sent to your solicitors within 48 hours after we receive our requirements.*

*The information supplied in your Management Information Packs is valid for 6 months from the date it was sent out.

4. Contact us for information about the Management Information pack.

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