Document Requirements

What to request from the seller or property manager

Use this checklist when ordering your status certificate, strata package, or co-op disclosure. The more complete the package, the better the analysis.

Overview

Pellucis serves BC (strata), Ontario (condo, co-op), and Alberta (condo, co-op). Each jurisdiction has its own disclosure document and statutory requirements. At minimum, we need financial statements and meeting minutes.

Ontario — Condominium

Document: Status certificate. The condo corporation must provide it upon request.

• Status certificate (required)
• Most recent financial statements
• Reserve fund study (every 3 years; Class 2 and Class 3 alternate)
• AGM and board meeting minutes
• Insurance certificates
• Bylaws and rules

Ontario — Co-operative

Document: Co-op disclosure package.

• Disclosure package (required)
• Financial statements
• Reserve fund study (every 5 years for CMHC-funded co-ops)
• Meeting minutes
• Insurance, bylaws

British Columbia — Strata

Document: Strata package. Includes Form B, depreciation report, financials, minutes, bylaws.

• Form B (strata information certificate)
• Depreciation report (every 5 years for 5+ units; mandatory July 2024)
• Financial statements
• AGM and council meeting minutes
• Insurance, bylaws

Alberta — Condominium

Document: Condo document package. No Form B or CRT; equivalent disclosure from the corporation.

• Condo document package
• Reserve fund study (every 5 years; within 2 years of registration for new condos)
• Financial statements
• Meeting minutes
• Insurance, bylaws

Universal checklist

Documents Pellucis extracts from. Include everything the seller or property manager provides.