Help to Buy Affordable New Build 2018: administrative procedures for agents

Updated guidance for administering agents on managing and assessing applications. Previous guidance was published in 2017.


Annex D – Sales Log Form

Help to Buy (Scotland) Affordable New Build Scheme – Sales Log Form

What is the sales log form?

The sales log form is used by the Scottish Government to collect information about sales through the Help to Buy (Scotland) Affordable New Build Scheme. It is in two parts and both parts should be completed online. No paper copies should be completed.

Part A
Records details of the house purchased and is completed by (name of Administering Agent to be input). A person authorised by the Administering Agent acting in connection with the purchase should sign the form to confirm the accuracy of all of the information contained in Part A.

Part B
Records information about the household which has purchased the house and is completed by one of the named purchasers. The purchaser’s solicitor must ensure that this part of the form is completed and returned to (name of Administering Agent to be input) on or before settlement.

How long will it take to fill in the questionnaire?

Each part of the questionnaire should take only a few minutes to complete.

What happens to the answers?

The questionnaire is only for the use of the Scottish Government and its representatives and will not be passed on to any other third party. All of the answers given will be treated in the strictest confidence.

For purchasers:

You can access a copy of the Scottish Government’s Shared Equity Scheme Privacy notice at /publications/shared-equity-schemes-privacy-notice/

This privacy notice illustrates how your personal information will be used by the Scottish Government in relation to the operation of its shared equity schemes and explains your rights under the General Data Protection Regulation (EU) 2016/679 and how to exercise these rights.

Thank you for your co-operation

ATP Reference Number __________________________

Part A The house which has been purchased

A1
Name of Developer

A2
Number
Street name
Town
Local Authority
Plot Number
Post code

A3 Please provide details of the buyers’ annual gross household income before tax?

Applicant 1
Basic Employment Income (annual, gross):
Overtime, Bonuses and Commissions:

Applicant 2
Basic Employment Income (annual, gross):
Overtime, Bonuses and Commissions:

A5
Total purchase price paid for the house
£

A6
Purchaser’s contribution towards the total purchase price paid
£

A7
Scottish Government’s contribution towards the purchase price paid
£

A8
Date of Settlement
Day
Month
Year

Part B Household details
(to be completed by one named purchaser on behalf of the household)

B1
How many people live permanently in your household?

B2 What are their ages, sex and the applicable occupation category (listed 1-8)?

The 8 categories are:

1
Working full-time

2
Working part-time

3
Unemployed

4
Retired

5
Long-term sick or disabled

6
Looking after the home

7
Dependent child

8
Other (including students or those on a training programme)

Person number Age Sex Occupation category (1-8)
Example 30 M 1
First named purchaser      
Person 2      
Person 3      
Person 4      
Person 5      
Person 6      
Person 7      
Person 8      

Information about your new home

B3 Please tick which one of these applies to your new home
a flat ☐
terraced ☐
semi detached ☐
detached ☐
other ☐

B4
Please say how many rooms there are in the property

B5
Please say how many bedrooms there are in the property

B6
How long do you think you are likely to stay in your shared equity home?
Years

B7 Do you think you are likely to want to increase your equity stake in the future?
Yes ☐
No ☐

Other Information

B8 How many buyers are there?

B9 Were you an existing home owner before buying a new home under the scheme?

First named purchaser
Yes ☐
No ☐

Second named purchaser
Yes ☐
No ☐

B10 What kind of accommodation were you living in before buying your new house/flat?

First named purchaser
A house or flat you were renting (If you rented, go to ☐
question B11. If not, go to B12.)
A house or flat you owned or were paying a mortgage on ☐
Living with parents/relatives ☐
Living with friends (where you were not renting) ☐
Other (please specify) ☐

Second named purchaser
A house or flat you were renting (If you rented, go to ☐
question B11. If not, go to B12.)
A house or flat you owned or were paying a mortgage on ☐
Living with parents/relatives ☐
Living with friends (where you were not renting) ☐
Other (please specify) ☐

B11 If you lived in rented accommodation, who was your landlord?
First named purchaser
The Council ☐
Private landlord ☐
Housing Association/Co-operative ☐
Your employer (excluding the Ministry of Defence) ☐
No comment ☐
Your employer (the Ministry of Defence) ☐

Second named purchaser
The Council ☐
Private landlord ☐
Housing Association/ Co-operative ☐
Your employer (excluding the Ministry of Defence) ☐
No comment ☐
Your employer (the Ministry of Defence) ☐

B12 Were you on a waiting list when you bought this house?

First named purchaser
Council ☐
Housing Association/Co-operative ☐
Common housing list ☐
Not on a waiting list ☐
Refused to comment ☐
Don’t know ☐

Second named purchaser
Council ☐
Housing Association/Co-operative ☐
Common housing list ☐
Not on a waiting list ☐
Refused to comment ☐
Don’t know ☐

B13 Would you have been able to buy a property you wanted anyway without this assistance?
Agree ☐
Disagree ☐

B14 Do you think you would have been able to buy this same property without the assistance of Help to Buy?
Yes ☐
No ☐

B15 Do you think you would have been able to buy a similar property that was not new build and being sold by its owner? By similar we mean in terms of type, size and location?
Yes ☐
No ☐

Please return this form to (name and address of Administering Agent to be inserted)
Thank you for taking the time to fill out this form.

Contact

Email: Shared Equity Enquiries

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