This document was reissued in September 2025 as practice information. It had previously been published in March 2015 as a guidance note. The regulatory requirements remain the same and no material changes have been made to the document. For more information on the document category changes, see Upholding professional standards.
This practice information supports the work of RICS members who assess risks and give technical advice to those who provide third-party finance on real estate developments.
It covers:
- project structure
- conflicts of interest
- technical due diligence
- financial close/contract completion
- practical completion
- risk analysis.
Lender's Independent Monitoring Surveyor, 1st edition (PDF 1.09MB)
Published date: 05 September 2025