Home Survey Standard

RICS draft professional statement - Home Survey Standard

Appendix D: Minimum requirements for all terms of engagement

Regardless of the level of service, the terms of engagement must address the following matters:

  • the client's name, address and appropriate contact details
  • the RICS member's name (where known at the time of instruction) and appropriate contact details
  • the subject property's address and postcode
  • the nature and type of service required
  • the details of any special instructions and/or additional services
  • the likely inspection date (if known) and the anticipated date the report will be published
  • the delivery format of the report
  • the agreed fee and the fees for any additional work (including VAT)
  • details of any referral fees, inducements and potential conflicts of interest
  • the payment arrangements and payment period
  • evidence that the client has confirmed acceptance of the terms and conditions
  • confirm that as an RICS regulated firm their files may be subject to monitoring and will need to be provided to RICS upon request and
  • the RICS registered firm operates a complaints-handling procedure, which is available upon request.

The content and nature of these matters will change over time and RICS members must ensure the terms of engagement match the current legal requirements in all respects.

Please note Single Survey Scotland variations apply. Refer to the RICS Property Inspection Technical Guidance for the Completion of Single Surveys.