Bridgewater introduce client checklist to application forms
Bridgewater Equity Release, the home reversion specialist, has today introduced a new client checklist for inclusion in all its application forms.
The checklist has been designed to help clients and their advisers pull together all the necessary documentation for the application to complete as quickly as possible and to ensure that the client is able to meet any legal enquiries that may result from the application.
The checklist provides details on the necessary documentation required by the clients’ solicitor including:
- Buildings insurance documents.
- Proof of identity.
- Title deeds.
- An Energy Performance Certificate (EPC).
- Service agreements and original guarantees for completed work.
- Relevant planning permission and building control documentation.
- Mortgage or charge details affecting the property.
- Property or Leasehold Information forms.
The checklist also outlines the documents that the solicitor will require the client to sign including Counterpart Lease, Transfer, Declaration of Trust (in flexible release cases) and Occupational waiver for any occupiers in the property over the age of 17.
The checklist provides details on the necessary documentation required by the clients’ solicitor including:
- Buildings insurance documents.
- Proof of identity.
- Title deeds.
- An Energy Performance Certificate (EPC).
- Service agreements and original guarantees for completed work.
- Relevant planning permission and building control documentation.
- Mortgage or charge details affecting the property.
- Property or Leasehold Information forms.
The checklist also outlines the documents that the solicitor will require the client to sign including Counterpart Lease, Transfer, Declaration of Trust (in flexible release cases) and Occupational waiver for any occupiers in the property over the age of 17.
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