Property Practitioner

R2,500 once-off

Editable compliance documents in Word

For property practitioner businesses and principal practitioners.

For specialists organising firm compliance records.

Documents in this pack

• Firm compliance policy frameworks — Client records and trust administration processes.
• Credential and trust-account checklists — Organise applicable firm evidence.
• Credential, transaction and complaints registers — Track recorded business activity.
• Mandate and service agreement frameworks — Editable client arrangements for review.
• PPRA form guides and firm calendar — Record actual firm reporting periods and expiry dates.

Templates for compliance specialists and business owners — not legal advice