Terms of Engagement

 

 

 

Further to our discussion, we would appreciate if you could confirm your instructions by filling out and confirming the details below and sign where indicated to confirm the details are correct and that the standard terms of engagement are acceptable.  You will need to click on Print to sign this form.  Please fax your completed contract to Sheldon & Partners Ltd on 09 489 5610.

 

 

 

Address of Property

Legal Description

Lot/Unit    DP/Plan   CT

Purpose of Valuation

Finance  Rent Review   Tax Depreciation Other

Client Name

Client Contact *

Name          Phone

Email  

Client Postal Address

Address Report to (lenders name & address required for mortgage valuations)

Delivery Instructions (if blank all copies will be sent to client)

Contact Person for Property Access

Name            Phone

Occupancy Details
Other Comments

 

Fields marked with * must be completed

Clients Acknowledgement:

I confirm for an on behalf of the Client the above instructions and agreement with the terms of engagement as outlined on this and the following pages.

 

Signature ……………………………… Title …………………….

 

Accepted for and on behalf of Sheldon & Partners Limited

 

Signature ………………………………

(Valuers Name)

 

 


Sheldon & Partners Limited and the client agree that Sheldon & Partners Limited shall provide valuation services in respect of the property or properties described above subject to the following terms:

 

Use & purpose

 

1.          In accordance with our policies, valuation services will be provided solely for the use of the Client as named. We do not take or accept responsibility to any other party in respect of these services.

2.         Unless stated otherwise, all reports will be completed for the provision of valuation services for the stated purpose alone.  We do not accept responsibility should the services or report be used for any other purpose.

3.         We do not purport to provide a site or structural survey , environment audit or cultural heritage audit in respect of the property/properties to be valued, neither do we purport to be suitability qualified to provide professional advice in respect of building or site contamination or weathertightness. The scope of work does not include a search of council records.

4.         Valuation and consultancy services are provided on the basis that the Client has provided us with a full and frank disclosure of all information and other facts which may affect the valuation. We accept no responsibility or liability whatsoever for the valuation unless such a full disclosure has been made.

 

Republication

 

5.         Neither the whole nor any part of any valuation report, or any reference to the same, may be included in any published document, circular or statement without our prior written approval as to the form and context in which it may appear.

6.         All opinions of value expressed by Sheldon & Partners Limited or its employees are subject to our Statement of Valuation Policies and any conditions contained in our written report.

 

Fees, disbursements & interest

 

7.         All disbursements including travelling and other reasonable expenses, incurred by us in the provision of our valuation services shall be fully recoverable from the Client as and when incurred.

8.         All accounts are payable within seven days of invoicing.  Until payment is completed, the signatory remains liable for full payment together with interest at the rate of 1.5% per calendar month from the due date plus all debt collection costs.

9.         We reserve the right to submit interim invoices for valuation services where it is considered necessary to do so.

10.        Any quotation/estimate for the provision of valuation services is valid for ten (10) working days from its date.

 

Privacy Act

 

11.       Any personal information collected and held by us will be used for purposes related to servicing your needs in respect of valuation or property services. Under the Privacy Act you have the right of access to and correction of personal information about you that we hold.

 

Acceptance

 

If the terms of engagement are agreeable please acknowledge acceptance on the front page and return a signed copy to us.

 

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Sheldons & Partners Limited - Registered Valuers & Property Consultants
12-14 Northcroft Street, PO Box 33 136, Takapuna, North Shore City 0740, New Zealand, Tel 09 486 1661, Fax 09 489 5610
Email
valuers@sheldons.co.nz

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