> ## Documentation Index
> Fetch the complete documentation index at: https://kb.manage.management/llms.txt
> Use this file to discover all available pages before exploring further.

# Compliance & Governance

> How to stay on top of legal and regulatory requirements

## 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

<CardGroup cols={2}>
  <Card title="AGM scheduling" icon="calendar-check">
    Annual general meetings must usually be held within statutory timeframes with proper notice
  </Card>

  <Card title="Section 20 consultations" icon="scroll">
    Major works above statutory thresholds require resident consultation before contracts are signed
  </Card>

  <Card title="Companies House filings" icon="building">
    Annual returns, confirmation statements, and director changes must be filed on time
  </Card>

  <Card title="Insurance renewals" icon="shield-check">
    Building insurance must not lapse — track renewal dates and cover levels
  </Card>

  <Card title="Health & safety" icon="heart-pulse">
    Fire risk assessments, gas safety certificates, and electrical inspections
  </Card>

  <Card title="Financial reporting" icon="bar-chart-2">
    Annual accounts must be prepared, approved, and shared with residents
  </Card>
</CardGroup>

## Using compliance monitoring

<Steps>
  <Step title="Open the Compliance area">
    Navigate to **Compliance** from your director dashboard or sidebar.
  </Step>

  <Step title="Review active deadlines">
    The dashboard shows upcoming deadlines, overdue items, and critical alerts.
  </Step>

  <Step title="Acknowledge alerts">
    Mark alerts as seen or actioned so the dashboard reflects current status.
  </Step>

  <Step title="Update records">
    When you complete a filing, inspection, or renewal, update the compliance record with dates and document references.
  </Step>
</Steps>

## 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

| Task                         | Typical frequency | Notes                                    |
| ---------------------------- | ----------------- | ---------------------------------------- |
| AGM                          | Annual            | Usually within 15 months of the last     |
| Fire risk assessment         | Annual            | Required for most residential buildings  |
| Building insurance renewal   | Annual            | Track in Building Setup                  |
| Gas safety certificate       | Annual            | If communal gas supply                   |
| Electrical inspection        | 5-yearly          | EICR for communal areas                  |
| Companies House confirmation | Annual            | Usually due on incorporation anniversary |
| Service charge accounts      | Annual            | Must be certified and shared             |

## Tips

<CardGroup cols={2}>
  <Card title="Set reminders early" icon="clock">
    Use the compliance dashboard to get 30- and 60-day warnings
  </Card>

  <Card title="Store certificates in Documents" icon="folder">
    Upload safety certificates and inspection reports so they are easy to find
  </Card>

  <Card title="Link to legal resources" icon="book-open">
    The platform links to LEASE and Gov.uk guidance for reference
  </Card>

  <Card title="Do not rely on memory" icon="brain">
    Even small buildings have multiple annual deadlines — the dashboard tracks them for you
  </Card>
</CardGroup>

## External resources

* [LEASE Advisory Service](https://www.lease-advice.org) — Free guidance on leasehold law
* [Gov.uk Right to Manage](https://www.gov.uk/right-to-manage-your-building) — Official government guidance
* [Companies House](https://www.gov.uk/government/organisations/companies-house) — Filing and company record requirements