RIGHT TO MANAGE CLAIM NOTICE
Important legal, jurisdiction and formality warning
This fictional document is a worked educational example only. It is not legal advice, is not the statutory form itself and must not be served without a specialist leasehold solicitor checking the current requirements. The right to manage is a statutory process under the Commonhold and Leasehold Reform Act 2002 (the 2002 Act), associated regulations and the leases. Eligibility, the identity of every person to be served, the qualifying-tenant threshold, the content and timing of a claim notice, membership of the RTM company, service evidence, landlord information and counter-notice procedure must be checked against the law in force on the date of service. This example does not replace a prescribed notice, a Companies House filing, a Land Registry step, a tribunal application or any required consultation. An RTM company may need company, accounting, insurance, health-and-safety and data-protection advice. This document creates no right by itself and must be executed and served in the legally required way.
Date, premises and defined terms
The date of this worked notice is 12 May 2027. The premises are Harbour View Court, 6–28 Seaforth Parade, Cardiff CF10 4RN, being one building of 24 residential flats, a residents’ entrance, passenger lift, enclosed bin store, basement cycle room and landscaped forecourt. The postal address includes flats numbered 1 to 24. The freehold title number is CYM 842176 and the registered freeholder is Seaforth Estates (Cardiff) Limited, company number 09182467, whose registered office is 80 Cathedral Road, Cardiff CF11 9LJ.
In this notice, the Building means the premises described above; the RTM Company means Harbour View Court RTM Company Limited, company number 16820419; the Participating Tenants means the 20 qualifying tenants in Flats 1 to 20 who are members of the RTM Company and are identified below as members; the qualifying tenants in Flats 21 and 22 are not Participating Tenants because they are not members as at 12 May 2027; the Landlord means Seaforth Estates (Cardiff) Limited and any other person who is a landlord of the whole or part of the Building; and the Claim means the claim to acquire the right to manage under Part 2 of Chapter 1 of the 2002 Act. The plan referred to in this notice is the plan titled “Harbour View Court—RTM Extent”, prepared by Meridian Block Surveys on 30 April 2027, attached to the copy intended for service. It is a descriptive plan and does not alter any registered title.
1. RTM company and authority
The RTM Company was incorporated on 18 February 2027. Its registered office is 2 Tyndall Street, Cardiff CF10 4BZ. Its articles are intended to comply with the statutory requirements for an RTM company, but the company and its advisers must confirm that they do so. The company has appointed Imogen Rachel Vale, of 11 Redcliffe Mews, Cardiff CF11 8QS, as its company secretary and service contact. The directors at the date of this notice are Imogen Rachel Vale, Daniel Owain Hughes of Flat 7, Harbour View Court, Cardiff CF10 4RN, and Mariam Saira Patel of Flat 16 at the same Building.
The RTM Company has authority from its directors to give this notice. A written resolution dated 9 May 2027 records approval to start the Claim, approval of the service list, authority for Imogen Vale to sign and serve documents, and an estimate of professional and administrative costs. The company’s bank account contains £4,860.00. The current estimated total cost of the Claim through acquisition is £9,600.00, comprising solicitor £5,400.00, building survey and plan £1,250.00, company and service expenses £650.00, insurance transition work £900.00, and contingency £1,400.00. The estimate is not a demand for a particular service charge and may change if the law, dispute or building condition requires more work.
2. Qualifying tenants and statutory information
The Building has 24 flats. On 12 May 2027 the RTM Company has verified 22 residential long leases granted for terms exceeding 21 years when originally granted. Flats 1 to 20 below are the 20 Participating Tenants (members of the RTM Company); Flats 21 and 22 are qualifying tenants but are clearly identified below as the two non-members. The 22 qualifying tenants are:
1. Flat 1: Eleanor May Finch, lease dated 14 June 2011, title CYM 842177, membership confirmed 22 February 2027. 2. Flat 2: Thomas Idris Morgan, lease dated 9 September 2014, title CYM 842178, membership confirmed 25 February 2027. 3. Flat 3: Sofia Helena Ward, lease dated 3 March 2010, title CYM 842179, membership confirmed 28 February 2027. 4. Flat 4: Aled Rhys Jenkins, lease dated 18 November 2016, title CYM 842180, membership confirmed 3 March 2027. 5. Flat 5: Grace Naomi Clarke, lease dated 7 July 2012, title CYM 842181, membership confirmed 4 March 2027. 6. Flat 6: Hugo Martin Ellis, lease dated 12 January 2015, title CYM 842182, membership confirmed 5 March 2027. 7. Flat 7: Daniel Owain Hughes, lease dated 20 May 2009, title CYM 842183, membership confirmed 6 March 2027. 8. Flat 8: Chloe Bethan Price, lease dated 13 October 2018, title CYM 842184, membership confirmed 9 March 2027. 9. Flat 9: Noah Samuel Rees, lease dated 22 February 2013, title CYM 842185, membership confirmed 10 March 2027. 10. Flat 10: Isla Rhiannon Lewis, lease dated 30 August 2017, title CYM 842186, membership confirmed 11 March 2027. 11. Flat 11: Ethan Joseph Bowen, lease dated 4 April 2011, title CYM 842187, membership confirmed 12 March 2027. 12. Flat 12: Megan Catrin Davies, lease dated 16 December 2019, title CYM 842188, membership confirmed 15 March 2027. 13. Flat 13: Harriet Rose Morgan, lease dated 28 June 2008, title CYM 842189, membership confirmed 16 March 2027. 14. Flat 14: Owen Gethin Thomas, lease dated 10 October 2016, title CYM 842190, membership confirmed 17 March 2027. 15. Flat 15: Amelia Ffion Evans, lease dated 1 February 2014, title CYM 842191, membership confirmed 18 March 2027. 16. Flat 16: Mariam Saira Patel, lease dated 19 May 2010, title CYM 842192, membership confirmed 19 March 2027. 17. Flat 17: William Arlo Green, lease dated 8 January 2018, title CYM 842193, membership confirmed 22 March 2027. 18. Flat 18: Nia Lowri Roberts, lease dated 11 March 2012, title CYM 842194, membership confirmed 23 March 2027. 19. Flat 19: James Elliot Lloyd, lease dated 5 September 2015, title CYM 842195, membership confirmed 24 March 2027. 20. Flat 20: Carys Elin Griffiths, lease dated 15 July 2009, title CYM 842196, membership confirmed 25 March 2027. 21. Flat 21: Frederick Alan Cole, lease dated 6 November 2013, title CYM 842197, qualifying tenant but not a member of the RTM Company as at 12 May 2027. 22. Flat 22: Ruby Anwen Hughes, lease dated 23 April 2017, title CYM 842198, qualifying tenant but not a member of the RTM Company as at 12 May 2027.
Flat 23 is let on a lease whose original term is 18 years and is not included as a qualifying tenant in this worked calculation. Flat 24 is owned by the freeholder and is not treated as a qualifying tenant. The exclusions and the calculation of the required proportion must be reviewed by a solicitor; this list is not evidence that statutory eligibility has been established. Twenty-two of 24 flats are occupied or held under long residential leases in this example; 20 qualifying tenants in Flats 1 to 20 are Participating Tenants and the qualifying tenants in Flats 21 and 22 are the two identified non-members. No tenant is being represented as consenting merely because a notice is delivered.
3. Claim
The RTM Company hereby claims the right to acquire the right to manage the Building under the 2002 Act. The Claim relates to the whole Building, including the common parts, plant, lift, roof, foundations, external walls, entrance, forecourt, bin store and cycle room to the extent that the law and the leases permit. It does not purport to acquire the freehold, enfranchise any flat, vary a lease, transfer a service-charge fund or decide a dispute about historic service charges.
The proposed date of acquisition of the right to manage is 12 August 2027, the earliest date selected for this worked example and at least three months after service of the claim notice on 12 May 2027. The statutory minimum period, restrictions and any requirement to select a later date must be verified before service. The RTM Company will not take control before the lawful acquisition date. If the Landlord gives a counter-notice, an application, or the Claim is withdrawn or defeated, this proposed date has no operative effect.
The RTM Company requests that the Landlord and every other relevant landlord provide the management information reasonably needed for handover, including current contracts, service-charge accounts, insurance details, inspection reports, keys, plant records, warranties, notices, arrears ledger, health-and-safety information and details of any consultation or major works. Information must be shared lawfully and securely; personal data should be limited to what is necessary.
4. Service and responses
This notice is intended to be served on the Landlord at its registered office and on each other person required by the 2002 Act or regulations. Copies are intended for Crestline Managing Agents Limited, 19 Mount Stuart Square, Cardiff CF10 5EE, as the identified manager, and for the qualifying tenants listed above where the law requires or the RTM Company considers it useful. Service must be carried out by a method permitted by law, and the RTM Company will retain the signed certificates, postal receipts, delivery records and copies of every notice.
The person receiving this notice should obtain independent legal advice. A landlord’s counter-notice, request for information, objection, application to a tribunal or court and any response must be made within the relevant statutory period. A failure to respond is not automatically a concession unless the legislation says so. No recipient should rely on the dates or addresses here without checking the current registered title, company records and prescribed procedure.
The RTM Company will continue to comply with its articles and statutory duties. Until lawful acquisition, the existing landlord and managing agent remain responsible for management. After acquisition, the RTM Company will arrange appropriate buildings insurance, appoint contractors competently, maintain fire and lift safety arrangements, consult where required and account for service charges under the leases and applicable law. It will not imply that a transfer of management releases any party from a lease covenant or statutory duty.
5. Confirmation and signature
For the avoidance of doubt, this worked document is a model of the information that may be assembled around an RTM claim; it is not proof that the Building qualifies, not a substitute for a prescribed statutory form and not a notice to be served without legal review. The attached plan, lease schedule, company documents and service certificates must be checked and completed as required.
Signed for and on behalf of Harbour View Court RTM Company Limited by Imogen Rachel Vale, Company Secretary Signature: ____________________ Date: 12 May 2027 Service email: imogen.vale@example.test
Approved by Daniel Owain Hughes, Director Signature: ____________________ Date: 12 May 2027
Approved by Mariam Saira Patel, Director Signature: ____________________ Date: 12 May 2027