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Estate and Letting Agency Documents

Commercial Sales, Lettings and Property Management Terms and Conditions

This collection of professionally drafted documents is designed to meet the needs of Commercial Lettings Agencies and Property Management Companies. It includes a comprehensive and practical range of templates and resources for Commercial Lettings Agents, helping ensure regulatory compliance.

This extensive range includes Terms and Conditions and Appointment Forms which are for use together to create a contract between the Seller and the Estate Agent.  The range includes versions to cover:

  • The “Letting & Management” service makes the Agent responsible for day-to-day management of the property as well as the initial marketing;
  • “Letting Only” version and “Management Only which can be used where the scope of the Agent’s role is more limited

The Terms and Conditions and Appointment Forms can be placed on the Agent’s website but they must also be provided to Owners in hard copy. An agency contract is formed by the Owner completing and signing the appropriate Appointment Form, confirming acceptance of the relevant set of Terms and Conditions, and the Agent signing to confirm the appointment.

There are a range of professionally drafted template policies and documents designed to support compliance with Anti-Money Laundering (AML) legislation and regulations. Breaches of AML regulations can result in unlimited fines, and in some cases, criminal prosecution so it is important for your Agency to have appropriate policies and documents in place. 

Lettings Agents are classified as ‘relevant firms’ (since May 2025) under the Sanctions and Anti-Money Laundering Act 2018, imposing significant compliance obligations. This suite of documents reflects these obligations, supports ongoing compliance and assists in understanding AML regulations.

Please select from the range of options below to find the documents most relevant to your agency’s needs.

Commercial Sales, Lettings and Property Management Terms and Conditions is part of Property. Just £38.50 + VAT provides unlimited downloads from Property for 1 year.

Frequently Asked Questions

I run a commercial lettings and management agency. What service versions do these terms cover? +
Three: letting and management, where you both market the property and run its day to day management, letting only, where your role ends once a tenant is in place, and management only, where you manage a property let by someone else. Matching the terms to the actual service avoids disputes over what you are paid to do. This folder has terms and appointment forms for each.
Do the tenant fee ban and client money rules apply to commercial lettings? +
The Tenant Fees Act 2019 applies to assured shorthold and other residential tenancies, not commercial lettings, so those fee bans do not bite on business tenancies. Mandatory Client Money Protection membership applies to residential lettings work, not purely commercial work, though holding client money still calls for proper protection and accounting. Check whether any part of your work is residential.
Does a commercial letting agent have to do anti money laundering checks? +
Yes where the letting is high value: registration with HMRC and full checks are required where a commercial letting is for a month or more at rent equivalent to 10,000 euros a month or more. Separately, since 14 May 2025 all letting agents must run sanctions checks and report a suspected designated person to OFSI, whatever the rent. The AML and sanctions templates in the high value commercial folder cover this.
How does the appointment actually become a binding contract? +
The owner completes and signs the appointment form accepting the relevant terms and conditions, and you sign to confirm the appointment. Publishing the terms on your website is not enough on its own: they must be provided to the owner and accepted. Using the matching appointment form for the chosen service level keeps the contract clear.
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All Estate and Letting Agency Documents

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