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Residential Property Surveyor - Standard Terms and Conditions

These documents set out the standard terms and conditions of the provision of services where you, a residential property surveyor, are supplying your services to a client on your terms. The service being provided is the survey of a residential property and the production of a report containing details of your findings. The report may contain a market valuation and/or reinstatement cost for the property, depending on the type of survey being conducted and the instructions of your client. We offer the following terms and conditions documents suitable for use by residential property surveyors in England and Wales:

  • Residential Building Survey T&Cs
  • Residential Mortgage Valuation Survey T&Cs

Both documents include an optional application form so that you can provide your client with details of their application (including the services you will provide, details of the property, details of who should receive copies of the report, your fees and expenses, terms of payment etc.) along with your standard terms and conditions.

You must bring the terms and conditions to the attention of the other party in a way which will allow them to be incorporated into the contract. If the terms and conditions are set out on the reverse of any application supplied to the client, you should always ensure you fax both pages of a double sided document and consider inserting a reference on the front page to your terms and conditions on the reverse.

We also offer standard terms and conditions of business for other types of surveyors including Asbestos Surveyors, Building Defects Surveyors, Commercial Property Surveyors, Domestic Energy Assessors, Home Inspectors and Marine Surveyors.

If you are looking for T&Cs for use when conducting a detailed structural survey to identify building defects only, please see details of our Building Defects Survey T&Cs.

Residential Building Survey T&Cs

This type of survey is a structural survey and is typically conducted at the request of a client prior to purchasing a property. The report produced by the surveyor advises the client on the construction, visible condition and state of repair of the property and usually includes a market valuation and/or reinstatement cost.

This documents set out the precise arrangements for the provision of surveying services by a chartered surveyor conducting a full structural inspection of a residential property, taking into account the particular requirements of this type of survey including:

  • inclusion (or not) of market valuation of property
  • inclusion (or not) or reinstatement cost of property
  • use (or not) of photographs
  • professional indemnity insurance
  • client responsible for obtaining consents/approvals
  • compliance with Data Protection requirements.

This Residential Building Survey Terms and Conditions document is suitable for use in England and Wales and includes the following clauses:

  • surveyor details
  • services and delivery
  • report
  • inspection
  • hazardous materials
  • ground conditions
  • consent, approvals and searches
  • price and payment
  • client obligations
  • surveyor obligations
  • cancellation
  • termination
  • dispute resolution
  • warranties and liabilities.

Residential Mortgage Valuation Survey T&Cs

This type of survey is not a building survey and is typical conducted as a requirement of the mortgage provider. The report produced by the surveyor contains a market valuation of the property and advises on the suitability of the property for lending purposes.

This documents set out the precise arrangements for the provision of surveying services by a chartered surveyor conducting a basic mortgage valuation survey of a residential property, taking into account the particular requirements of this type of survey including:

  • professional indemnity insurance
  • client responsible for obtaining consents/approvals
  • compliance with Data Protection requirements.

This Residential Mortgage Valuation Survey Terms and Conditions document is suitable for use in England and Wales and includes the following clauses:

  • surveyor details
  • services and delivery
  • report
  • inspection
  • assumptions
  • price and payment
  • client obligations
  • surveyor obligations
  • cancellation
  • termination
  • dispute resolution
  • warranties and liabilities.

Comprehensive guidance notes on how to customise the documents to suit your business are included. 

These documents are available individually or as part of a Full Annual Subscription - giving you access to wide range of documents, packages and forms for a single annual fee.

The price of these documents is £21.62 each (including VAT) or £26.55 (including VAT) for the Residential Property Surveyor T&Cs Pack containing both documents.



How to order

Choose the appropriate version and format for your Standard T&Cs document:

Residential Property Surveyor T&Cs Pack Word Template (.dot) or Word Document (.doc) Help on choosing document format

Residential Building Survey T&Cs  Word Template (.dot) or Word Document (.doc) Help on choosing document format   Sample: here
Residential Mortgage Valuation T&Cs Word Template (.dot) or Word Document (.doc) Help on choosing document format   Sample: here

About being a residential property surveyor

Residential property surveyors advise on the purchase, sale and development of houses and apartments. Surveys can be instructed by either home buyers or sellers to obtain a valuation and a report on the condition of a residential property. Mortgage lenders usually require a mortgage valuation survey before providing finance for a property.

Surveyors typically work normal office hours, in offices and on-site. They may be required to climb ladders and scaffolding and work outside in adverse weather conditions. Chartered surveyors are members of the Royal Institute of Chartered Surveyors (RICS).

There are several business structures appropriate to a residential property surveyor, each with its own advantages and disadvantages. The way you choose to run your business will affect many aspects; the tax and national insurance due, the records and accounts that are required, financial liabilities, opportunities to raise finance and the way management decisions are made. See our section on Business structures for more information.

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More information

  • Business planning - an overview of planning for small businesses
  • Business structures - an introduction to the various structures typically used by small businesses
  • Business taxes - general guidance on Corporation Tax, Income Tax, PAYE and National Insurance
  • Data protection - an overview of data protection obligations affecting businesses
  • Employing staff - information on the broad principles of employing staff
  • Health and Safety - general health and safety obligations affecting businesses
  • Insurance - information on the types of insurance relevant to small business
  • Intellectual property - general information about trademarks, patents and copyright
  • VAT - general information on Value Added Tax
 
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