Course curriculum

  • 01

    Welcome to your documents pack

  • 02

    GDPR / Data Protection

  • 03

    Alternative Dispute Resolution / Complaints Policy

    • Alternative Dispute Resolution / Complaints Procedure

    • PSBB - Documents ADR / Complaints

    • Complaints Policy Sample

    • Complaints Procedure Sample

    • Complaint Acknowledgement Sample

    • Complaints Further Information Request Sample

    • Complaints Decision Notice Sample

    • Complaint Appeal Documents Sample

    • ADR/Complaints Resolution - Self Assessment

  • 04

    Protect your market advantage

    • Market Advantage & Confidentiality

    • PSBB - Market Advantage & Confidentiality

    • Non Disclosure Agreement

    • Lock Out Agreement

    • Protect your market advantage - Self Assessment

  • 05

    Operating your Business - Terms for Buyers & Sellers

    • Terms of Business

    • PSBB - Terms of Business

    • Terms of Business - Buyer - Single Engagement

    • Terms of Business - Buyer - Portfolio building Sample

    • Terms of Business - Sellers

    • Operating your business - Self Assessment

  • 06

    Anti Money Laundering

    • Anti Money Laundering Documents

    • Anti Money Laundering Process & Documentation. Purpose and Use.

    • Anti Money Laundering Policy

    • Property Consultant Risk Assessment

    • Client Risk Assessment

    • Anti Money Laundering Report

    • Anti Money Laundering Report - Action Plan

    • Anti Money Laundering - Self Assessment

  • 07

    Bonus Business Documents

    • Standard Business Disclaimers

    • Property and Market Information Disclaimers

    • Heads of terms