Document Templates are constantly reviewed and updated

Regular Updates

MonthUpdated Document/SubfolderDate of Update
September 2019

Basic Loan Note Template

17/09/2019

Loan Note Template

17/09/2019

Security Agreement

17/09/2019

Chattel Mortgage

17/09/2019

Debenture Agreement

17/09/2019

Indemnity Agreement

17/09/2019

Deed of Release of Debt

17/09/2019

Deed of Novation of Loan

17/09/2019

Deed of Assignment of Loan

17/09/2019

Loan Note (with interest) - Company limited by guarantee (club/charity) or CIO (charity)

17/09/2019

Director’s Loan Agreement - Secured

17/09/2019

Director’s Loan – Secured over Joint Property

17/09/2019

Director’s Loan Agreement - Secured

17/09/2019

Director’s Loan – Secured over Joint Property

17/09/2019

Guidance Note: Formalities for Signing Deeds & Contracts

16/09/2019

Signing Deeds & Contracts - Formalities for the Execution of Documents

16/09/2019

August 2019

Data Subject Access Request Policy and Procedure (GDPR-Compliant)

30/08/2019

DJ Services Terms and Conditions (B2C)

27/08/2019

DJ Services Agreement (B2C)

27/08/2019

Residential Lettings Agency Terms and Conditions (Fully Managed Service)

23/08/2019

Residential Lettings Agency Terms and Conditions (Rent Collection Service)

23/08/2019

Residential Lettings Agency T&Cs (Letting & Deposit Holding Service)

23/08/2019

Residential Lettings Agency Terms and Conditions (Letting Only)

23/08/2019

Lettings Agency Fee List for Landlords and Tenants

23/08/2019

Guidance on Section 8 and Section 21 Notices

23/08/2019

Guidance for Landlords on Tenancy Deposit Protection

23/08/2019

Guidance on Section 8 and Section 21 Notices

23/08/2019

Guidance on Protecting Student Tenants’ Deposits

23/08/2019

Guidance on Protection of Assured Shorthold Tenants’ Deposits

23/08/2019

Guidance on Section 8 and Section 21 Notices

23/08/2019

Guidance on Section 8 and Section 21 Notices

23/08/2019

Guidance on Tenancy Deposit Protection for Assured Shorthold Tenants

23/08/2019

Guidance on Section 8 and Section 21 Notices

23/08/2019

Multimedia Product Licence and Distribution Agreement

09/08/2019

Software Distribution Contract

05/08/2019

Software Distribution Agreement

05/08/2019

July 2019

Distribution Agreement - Manufacturer's Version

30/07/2019

Distribution Agreement - Distributor's Version

30/07/2019

Letter to Employees Advising Change of Employer Following TUPE Transfer

30/07/2019

Letter to Affected Employees for Electing Employee Representatives in a TUPE Transfer

30/07/2019

Letter to be Sent by Transferee to Transferor Informing it of Any Measures Following a TUPE Transfer

30/07/2019

Estate Agency Client Identification and Risk Assessment Form

19/07/2019

Merchandise Agency Agreement

17/07/2019

Marketing Agency Agreement

16/07/2019

Del Credere Sales Agency Agreement (Compensation on Termination)

16/07/2019

Del Credere Sales Agency Agreement (Indemnity on Termination)

16/07/2019

Sales Agency Agreement (Compensation on Termination)

16/07/2019

Sales Agency Agreement (Indemnity on Termination)

16/07/2019

Company First Aid Policy

12/07/2019

Casual Work Contract

10/07/2019

Call Option Agreement

05/07/2019

Agency Agreement - Consignment of Goods

05/07/2019

June 2019

Equality Training Monitoring Form

24/06/2019

Equal Opportunities Recruitment Monitoring Form

24/06/2019

Equality Training Monitoring Control Sheet

24/06/2019

Equal Opportunities Recruitment Monitoring Control Sheet

24/06/2019

Request For Employer Reference

13/06/2019

Guidance Notes – Giving References

13/06/2019

May 2019

GDPR Data Protection Impact Assessment

29/05/2019

GDPR Employee Data Protection Policy

28/05/2019

Employment and Staff Handbook Policies

28/05/2019

Employee Data Protection Policy (GDPR Compatible)

28/05/2019

Employee Data Protection Policy (GDPR Compatible)

28/05/2019

Licence for Student to Occupy a Room in the Landlord’s Home

21/05/2019

Licence for Lodger to Occupy a Room in Tenant’s Property

21/05/2019

Licence for Lodger to Occupy a Room in Tenant’s Property (Part Time)

21/05/2019

Licence to Occupy a Room in the Landlord’s Home

20/05/2019

Professional Fundraiser Agreement (Individual Donors)

17/05/2019

Guidance Note – Dividends

16/05/2019

Board Minutes – Dividends (companies with modified model articles)

16/05/2019

Sickness And Absence Policy

02/05/2019

April 2019

TUPE Letter Notifying Transferee of Employee Liability Information

24/04/2019

TUPE Employee Liability Information Form

24/04/2019

Register of Members (long form)

08/04/2019

March 2019

Licence to Charity to use Furnished and Serviced Office Suite (with Service Charge)

27/03/2019

Commercial Property Lettings Agency Terms and Conditions (Letting & Management Service)

27/03/2019

Commercial Property Lettings Agency Terms and Conditions (Management Only Service)

27/03/2019

Commercial Property Lettings Agency Appointment Form (Letting & Management Service)

27/03/2019

Commercial Property Lettings Agency Appointment Form (Management Only Service)

27/03/2019

Property Management Service Agreement – Single Commercial Property

27/03/2019

Property Management Service Agreement – Multi-Let Commercial Property

27/03/2019

Property Management Service Level Agreement – Portfolio of Commercial Properties

27/03/2019

Property Management Service Level Agreement – Portfolio of Multi-Let Commercial Properties

27/03/2019

Estimated Service Charge Statement for Commercial Property

27/03/2019

Actual Service Charge Statement for Commercial Property

27/03/2019

Property Management Service Agreement – Mixed-Use Property

27/03/2019

Licence to use Furnished and Serviced Office Suite (with Service Charge)

27/03/2019

Client Money Policy for Letting Agents (England)

26/03/2019

Property Management Service Level Agreement – Portfolio of Multi-Let Residential Properties

26/03/2019

Property Management Service Agreement – Single Residential Property

26/03/2019

Property Management Service Agreement – Multi-Let Residential Property

26/03/2019

Property Management Service Level Agreement – Portfolio of Residential Properties

26/03/2019

Contractual Joint Venture Agreement

18/03/2019

   
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