Page 8 - Lake & Co

Investment & Development – Services Provided

To begin the process, Lake & Co shall:

• Arrange to meet the client (at a convenient place of their choosing) to take a full and detailed brief
for the property they are seeking, along with their chosen investment strategy and triggers

• Provide the client with example appraisals of previous projects to better understand the respective
financial triggers and tolerances they are aiming to work within and confirm their appetite for risk

• Provide a model of what the asset may need to look like and then suggest how we may go about
meeting the client’s aspirations

• Search both on-market and off-market properties via estate agents, developers, investors and
private contacts. Preview all prospective properties and present possibilities that fulfil the financial
prerequisite for the client’s approval

• Refine and repeat the above process until we are successful

Once the target property has been identified, Lake & Co will inform the client about the projected
process to maximise the asset, and shall:

• Identify who will need to be engaged, and where appropriate make the relevant introductions or
manage this process entirely, with relevant costs

• Define the best strategy for offering and securing the property

• Work with and manage the client and their professional team (solicitors, surveyors, tax advisors
and architects etc.) and the seller/seller’s agent and solicitor throughout the purchase process until
exchange of contracts

• Carry out a pre-completion inspection to ensure the property is as agreed at the time of exchange

Upon completion, Lake & Co shall:

• Create a handover document with notes relating to services, income and liabilities, including the
respective contact details and any additional services the client may require (see Additional Services
Provided)

• Meet the client either at their property, office or hotel with the keys, or arrange for them to be
delivered securely to an address of their choice