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Real Estate Client Intake Form

Real Estate Client Intake Form Template for United Arab Emirates

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Key Requirements PROMPT example:

Real Estate Client Intake Form

"I need a Real Estate Client Intake Form for my Dubai-based property agency that complies with RERA regulations and includes sections for both UAE residents and international buyers, with emphasis on AML compliance and source of funds verification."

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Document background
The Real Estate Client Intake Form is a crucial document used in the UAE real estate sector for initiating client relationships and ensuring regulatory compliance. It serves as the primary tool for collecting comprehensive information about potential property buyers, including their personal details, financial status, and property preferences. This document is specifically designed to meet UAE federal and emirate-specific requirements, including Anti-Money Laundering (AML) regulations, Know Your Customer (KYC) protocols, and Real Estate Regulatory Agency (RERA) guidelines. The form is particularly important given the UAE's unique property ownership laws and the varying regulations across different emirates. It helps real estate professionals assess client eligibility, understand their requirements, and ensure all necessary documentation is collected at the outset of the relationship.
Suggested Sections

1. Personal Information: Basic client details including full name (as per passport), nationality, Emirates ID (for residents), passport details, contact information, and current residential address

2. Employment and Financial Information: Details of employment status, income sources, and proof of funds for the property purchase to satisfy AML requirements

3. Property Requirements: Specific details about the type of property sought, including preferred locations, size, budget range, and intended use (personal residence/investment)

4. Legal Status: Information about residency status, visa type (if applicable), and any existing property ownership in the UAE

5. Source of Funds Declaration: Mandatory declaration of the source of funds for the property purchase, including supporting documentation requirements

6. Documentation Checklist: List of required documents including passport copies, Emirates ID, proof of address, bank statements, and other supporting documents

Optional Sections

1. Corporate Entity Information: For corporate buyers: company registration details, ownership structure, and corporate documentation - used when the buyer is a company rather than an individual

2. Power of Attorney Details: Information about any power of attorney arrangements - required when the transaction will be conducted through a representative

3. Investment Portfolio Details: Additional information about existing real estate investments and investment strategy - relevant for investors buying multiple properties

4. Mortgage Requirements: Details about financing needs and preferences - included when the client requires mortgage financing

5. Property Management Requirements: Information about property management needs - relevant for investment properties or when the owner will be absent

6. Developer Track Record Preferences: Specific requirements regarding preferred developers or development companies - relevant for off-plan property purchases

Suggested Schedules

1. Document Checklist Appendix: Detailed list of required documents with specific requirements for different nationalities and buyer types

2. AML Compliance Declaration: Standard form for anti-money laundering declaration and source of funds verification

3. Privacy Notice and Consent Form: Details of how personal information will be used and stored, with consent requirements

4. Fee Schedule: Overview of applicable fees, charges, and commission structures

5. Property Type Classification Guide: Reference guide showing different property types and their ownership eligibility based on nationality

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions

























Clauses




















Relevant Industries

Real Estate

Property Development

Financial Services

Legal Services

Investment Management

Property Management

Regulatory Compliance

Banking

Relevant Teams

Real Estate Sales

Compliance

Legal

Customer Relations

Operations

Business Development

Documentation

Property Advisory

Risk Management

Client Onboarding

Relevant Roles

Real Estate Agent

Property Consultant

Compliance Officer

Legal Counsel

Real Estate Manager

Sales Director

Customer Relations Manager

Property Investment Advisor

Real Estate Operations Manager

KYC Specialist

Business Development Manager

Transaction Coordinator

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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