Heads of Terms Form
Agent Name
*
Name of the agent that worked on the deal
Property Address
*
Include a Post Code
Deal summary / short sentence describing the deal:
*
For example: " Freehold Sale of Land via an Option Agreement"
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Are these Heads of Terms for a Sale or a Letting?
*
SALE
LETTING
Date
*
-
Day
-
Month
Year
Date
Vendor/Owner's Details
Full Name
*
Company Name
*
Full Address
*
Include Post Code
Vendor/Owner's Solictor's Details
Full Name
*
Company Name
*
Full Address
*
Include Post Code
Phone Number
*
-
Area Code
Phone Number
Email
*
example@example.com
Purchaser/Tenant's Details
Full Name
*
Company Name
*
Full Address
*
Include Post Code
Purchaser/Tenant's Solicitor's Details
Full Name
*
Company Name
*
Full Address
*
Include Post Code
Phone Number
*
-
Area Code
Phone Number
Email
*
example@example.com
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IMPORTANT
Ensure that both Vendor/Owner AND Buyer/Tenant have either completed or at least, been invited to do their AML check.
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Deal Summary
Brief paragraph description summary of the deal:
*
Price
*
Numeric followed by written in brackets. For example: "£1,555,000 (One Million Five Hundred and Fifty Five Pounds)"
Deposit
*
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Terms & Timescales
Subject to Contract
Terms & timescales associated with the deal:
*
Target Exchange Date
*
-
Day
-
Month
Year
Date
Target Completion Date
*
-
Day
-
Month
Year
Date
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VAT Applicable
*
Please Select
YES
NO
Tenure
*
Has an EPC been provided?
*
Please Select
Yes
No
N/A
Is the property being sold with tenants(s) or with vacant possession?
*
If tenanted, what are the headline lease terms
*
If not applicable, please just write N/A
Have the leases/licenses been provided?
*
Please Select
Yes
No
Does the property have planning permission relevant to the transaction?
*
Please Select
Yes
No
If so, what is the planning reference number and local authority?
*
If no, please write N/A
Are there any neighbourly or legal disputes to your knowledge that can impact this transaction?
*
Please Select
Yes
No
Are there any rights of ways the buyer should know about?
*
Please Select
Yes
No
Have the sales particulars been provided to both solicitors?
*
Please Select
Yes
No
Are there any banks/lenders that need to be told about the sale?
*
Please Select
Yes
No
Are there any charges that need to be removed prior to sale?
*
Please Select
Yes
No
Is the property insured?
*
Please Select
Yes
No
Do any notices need to be served on any tenants (eg Section 5)?
*
Please Select
Yes
No
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Type a question
Anything else?
Optional
You can add anything you feel is necessary if not mentioned previously in this form:
Submit
Should be Empty: