Property Consultancy Policy
This Policy sets the scope and standards for our advisory services. Where our advisory work touches on valuation, agency or contract preparation, it is delivered in accordance with the Valuers Act (Cap. 532), the Estate Agents Act (Cap. 533), the Advocates Act (in coordination with instructed advocates) and the Data Protection Act, 2019.
Scope of Advisory Services
Our advisory covers investment analysis, acquisition support, valuation guidance (as guidance only — formal valuations for statutory purposes are issued by a Valuer registered under the Valuers Act, Cap. 532), market research and feasibility, and portfolio advisory. Deliverables are defined in each written engagement letter.
Engagement Letter
Every engagement is preceded by a written engagement letter confirming scope, deliverables, fees, timelines, confidentiality and dispute resolution. Work commences only after the engagement letter is signed.
Confidentiality
All information shared during an engagement is treated as confidential and used only for the purpose of the engagement, in line with our Data Protection obligations. Where information is shared with sub-consultants (e.g. advocates, surveyors), it is under equivalent confidentiality undertakings.
Conflicts of Interest
We maintain a conflicts register and will disclose in writing any actual or potential conflict of interest before it arises. Where a conflict cannot be managed, we will decline or resign from the engagement.
Client Obligations
- Provide accurate information and documentation.
- Communicate objectives, constraints and material changes clearly.
- Grant timely approvals where required.
- Pay fees in accordance with the engagement letter.
Basis of Recommendations
Our recommendations are based on independent research, verified market data and professional judgement as at the date of issue. They are not a guarantee of outcome and final decisions remain the responsibility of the client.
Regulatory Disclaimer
Advisory outputs do not constitute legal advice (which is regulated under the Advocates Act), formal statutory valuations (regulated under the Valuers Act, Cap. 532), or tax advice (which is provided by qualified tax advisors). Where such advice is required, we will refer you to appropriately regulated professionals.
Anti-Money Laundering
Client due diligence is conducted where required under the Proceeds of Crime and Anti-Money Laundering Act, 2009, and suspicious transactions are reported to the Financial Reporting Centre (FRC).
Liability
Our aggregate liability for any advisory engagement is limited to the fees paid to us under that engagement in the 12 months preceding the event giving rise to the claim, save for liabilities that cannot lawfully be limited.
Complaints and Dispute Resolution
Complaints should be raised in writing to the engagement lead. Unresolved disputes are referred to arbitration under the Arbitration Act, 1995 by a single arbitrator appointed by the Chartered Institute of Arbitrators (Kenya Branch), sitting in Nairobi.
