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Use the toolbar like a simple Word editor, then insert placeholders into the document.

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Property / file reference number{{property_reference}}

Complete before accepting, progressing, or reporting on the instruction.

Specific checks undertaken

Check itemYesNoN/ANone
Property{{conflict_property_yes}}{{conflict_property_no}}{{conflict_property_na}}{{conflict_property_none}}
Client{{conflict_client_yes}}{{conflict_client_no}}{{conflict_client_na}}{{conflict_client_none}}
Vendor{{conflict_vendor_yes}}{{conflict_vendor_no}}{{conflict_vendor_na}}{{conflict_vendor_none}}
Broker{{conflict_broker_yes}}{{conflict_broker_no}}{{conflict_broker_na}}{{conflict_broker_none}}

Facilitated by

MethodYesNo
Knowledge / recollection{{facilitated_knowledge_yes}}{{facilitated_knowledge_no}}
System / database check{{facilitated_system_yes}}{{facilitated_system_no}}

Measures taken to manage possible conflicts or previous material involvement

Record any safeguards, disclosures, conflict-management steps, or reasons why no conflict exists.

{{conflict_measures}}

Check process confirmation of any issues

Outcome{{conflict_outcome_none}} None exist{{conflict_outcome_as_above}} As above

Check undertaken by

Name{{surveyor_name}}
Signature / initials{{surveyor_initials}}
Date{{conflict_check_date}}

Ref - {{conflict_reference}}

DISCLAIMER: This document is intended as a general framework only to assist suitably qualified valuation practitioners to comply with the various requirements of RICS Valuation - Global Standards (Red Book). RICS makes no representation as to the suitability of this document to any particular situation or set of circumstances. The practitioner shall need to exercise their own skill and judgment to form a view as to this document's suitability to a given situation and will need to tailor it as they see fit in each case. We recommend that the valuer thoroughly review the relevant parts of Red Book to ensure full compliance.

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