What is a Management Pack?
A Management Pack, often known as a ‘Sales Pack’, is a collection of forms and documents relating to the sale of a property where a service charge is paid to a specific Management Company. This company typically maintains shared facilities, especially in flats and apartment blocks.
Contents of the Management Pack
The pack usually includes:
- LPE1 (Leasehold Property Enquiries Form) or FME1 (Freehold Management Enquiries) – usually completed by the Landlord or Management Company.
- Accounting information and history
- Budgets
- Ground Rent, Service Charge Statements, and any arrears
- Any proposed increases in service charges
- Buildings insurance details
- Fire risk assessment and asbestos report
- Details of any proposed future maintenance works
- Obligations expected from any new owner
- Notice fees, deed of covenant fees, and other freeholder’s fees
Who Provides the Management Pack?
In all leasehold transactions—and sometimes in freehold sales involving a Management Company—the seller is responsible for providing the Management Pack to the buyer’s solicitors for review. This cost is usually borne by the seller.
While not a legal requirement, buyers and their solicitors typically will not proceed without reviewing the pack due to the vital information it contains for due diligence and compliance purposes.
When is a Management Pack Required for Freehold Sales?
A Management Pack may also be necessary when selling a freehold property, particularly if it is part of a new build or larger development. In such cases, owners often contribute towards maintaining common areas such as car parks, footpaths, and open spaces. Details of the Management Company are generally found within the Title Deeds under the restrictions section.
Additional Fees and Timing
The pack will include any fees payable to the Landlord or Management Company for the transaction to proceed. This may include a fee for a certificate to comply with any title restrictions requiring consent from the Management Company before sale.
Costs for Management Packs vary depending on the Management Company, typically ranging from £100 to £500. Production usually takes 2–4 weeks once payment is received, so it’s important to request the pack early to avoid transaction delays. Some companies offer expedited service for an additional fee.
After Review
Once the buyer’s solicitors have reviewed the pack, they may raise further enquiries with the Management Company for clarification.
You can contact our Conveyancing team here or call on 01604 936512 / 01908 953674 or email [email protected].
Written by Melita Matusaityte
Trainee Solicitor, New Homes at Franklins Solicitors LLP
Specialises in CQS 2022-updated conveyancing practice, risk management, compliance, and client care procedures.
Melita Matusaityte is a Trainee Solicitor at Franklins Solicitors LLP, currently completing her final seat in the New Homes department. She graduated with a 2:1 in Law with Business LLB from Birmingham City University and has completed the Legal Practice Course, working towards qualification as a Solicitor.
Melita has gained experience across residential conveyancing and litigation, handling transactions from instruction to completion and supporting clients through a range of civil and commercial matters. She also holds updated CQS accreditations in Conveyancing Practice, Risk, Compliance, and Client Care.
Known for her organised and approachable style, Melita is dedicated to providing clear, practical support throughout the legal process.
Outside of work, she enjoys travelling, going to the gym, and a bit of retail therapy.
