Document checklist

What we need for your review

Send what you have. We'll check every date and tell you, or the listing agent, exactly what's still needed. The condo corporation must provide its documents within 10 days of a written request.

DocumentMust beWhy we need it
From the seller / condo manager · usually from the listing agent
Consolidated information statementDated within 30 daysLawsuits, demands over $5,000, reserve fund amount, known structural problems, loans
Board meeting minutesLast 24 months; newest within 3 monthsEarly warning of repairs, special assessments and disputes
AGM / SGM minutesLast 2 years, incl. the latest AGM (draft OK)Owner votes, elections, reserve report
Monthly financial statementsWithin 3 monthsCurrent operating and reserve balances
Audited or reviewed year-end financial statementsLast 2 fiscal yearsDeficits, debt, reserve history
Current budget and fee scheduleCurrent fiscal yearThe unit's fee and planned contributions
Reserve fund studyDated within 5 years30-year repair forecast
Board-approved reserve fund plan and latest annual reserve fund reportCurrentWhether the board follows the study
Insurance certificatePolicy in force todayCoverage and deductibles
Standard Insurable Unit Description (SUID)CurrentWhat the building's insurance covers inside the unit
Registered bylaws and all amendmentsLatest registered versionPets, rentals, renovations, owner responsibilities
Rules and policiesCurrent consolidated versionDay-to-day restrictions
Management agreementCurrentWho runs the complex and contract terms
Notices to owners (assessments, fee changes, projects)Last 12 monthsMoney the buyer may owe
Engineering / envelope / roof reports and contractor quotes mentioned in minutesIf any existSize of upcoming repairs
Parking, storage or other exclusive use agreementsIf any existWhat comes with the unit
From the buyer side · usually from the buyer's agent (or a registry agent)
Signed purchase contract with all schedulesLatest versionConfirms unit, parking, storage, price and condition date
Certificate of title for each title (unit, titled parking, storage)CurrentLegal ownership and registrations
Condominium plan with the Condominium Additional Plan Sheets (CAD)Registry search within 2 monthsRegistered bylaws, unit factors, leases, board list
MLS listing / feature sheetCurrent listingAdvertised fee, parking and features to cross-check

Also tell us: the unit number, the legal unit number from the title, your condition date, and the buyer's name for the report.