Notice

On 12 April 2025, 08:00 BST, we will be disabling logins for specific member-facing platforms to improve internal processes. We expect this to finish 12 April 2025 at 17:00 BST.

This guidance note supports the work of chartered surveyors who assess risks and give technical advice to those who provide third-party finance on real estate developments.

This guidance note covers:

  • project structure
  • conflicts of interest
  • technical due diligence
  • financial close/contract completion
  • practical completion
  • risk analysis.
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