Compliance for Directors
RTM and RMC directors have legal obligations under company law, the Commonhold and Leasehold Reform Act 2002, and leasehold legislation. The compliance tools in Manage.Management help you track deadlines, monitor requirements, and avoid missed filings.Key compliance areas
AGM scheduling
Annual general meetings must usually be held within statutory timeframes with proper notice
Section 20 consultations
Major works above statutory thresholds require resident consultation before contracts are signed
Companies House filings
Annual returns, confirmation statements, and director changes must be filed on time
Insurance renewals
Building insurance must not lapse — track renewal dates and cover levels
Health & safety
Fire risk assessments, gas safety certificates, and electrical inspections
Financial reporting
Annual accounts must be prepared, approved, and shared with residents
Using compliance monitoring
1
Open Building Safety & Compliance
Navigate to Building Safety or Compliance from your director dashboard or sidebar. Management-company users can also toggle between Current Building and View Full Portfolio to inspect portfolio-wide H&S status and export CSV reports.
2
Review the 5-state compliance register
Each statutory item (FRA, EICR, Gas Safety, Asbestos, Legionella, Lift LOLER, Emergency Lighting, Insurance) is tracked across five states: Compliant, Due Soon (default 30-day window, configurable per building), Overdue, Missing, or Not Applicable, with custom inspection frequency overrides where needed.
3
Monitor the Finance RAG Statutory Calendar & Company Structure Register
In the Finance workspace, the RAG Statutory Compliance Calendar tracks financial and corporate obligations including Section 21 Service Charge Accounts, Companies House Confirmation Statement (CS01), Annual Accounts (AA02 / FRS 105), Corporation Tax (CT600), and VAT Returns. On the Building Details page, the Company Structure & Secretarial section tracks your RTM/RMC company profile (with live Companies House search & prefill), officers (with Companies House identity-verification badges), members, Persons with Significant Control (PSCs), constitutional documents, and statutory filing due dates.
4
Update records and attach certificates
When you complete a filing, inspection, or renewal, update the compliance item with the inspection date, next expiry date, and supporting certificate from the Document Repository.
Compliance dashboard
The compliance overview shows:- Active deadlines: Items due in the next 90 days
- Upcoming deadlines: Items due in the next 30 days
- Overdue items: Missed deadlines requiring immediate action
- Critical alerts: High-severity items such as insurance lapses or safety failures
Common compliance timeline
Tips
Set reminders early
Use the compliance dashboard to get 30- and 60-day warnings
Store certificates in Documents
Upload safety certificates and inspection reports so they are easy to find
Link to legal resources
The platform links to LEASE and Gov.uk guidance for reference
Do not rely on memory
Even small buildings have multiple annual deadlines — the dashboard tracks them for you
External resources
- LEASE Advisory Service — Free guidance on leasehold law
- Gov.uk Right to Manage — Official government guidance
- Companies House — Filing and company record requirements