The forms we use on surveys, haul-outs, deliveries and purchases. Download without registering; fill them in on screen or print them and fill in by hand.
Sea trial record
Speed, coolant, oil pressure, exhaust and gearbox temperature, vibration and cabin noise by rpm; test checklist and signatures.
Haul-out checklist
What to check before, during and after the lift; the start of drying time for moisture readings.
Handover and arrival record
Engine hours, fuel, batteries, equipment and damage recorded at departure and arrival on a delivery; signed by three parties.
Documents to request from the seller
Registration, ownership, CE/RCD, service records, insurance and foreign-flag papers; each marked held, missing or requested.
The forms can be filled in Adobe Acrobat Reader, in a browser and in most PDF apps. Remember to save after filling in.
Why a kit?
A boat's papers are often scattered: some aboard, some at home, some with an agent or in email. Gathering them for a sale, an insurance application or a border crossing can take days. A document kit brings all the boat's important papers into one order and makes them quick to share when needed.
What the kit holds
- Registration and any mortgage record.
- Insurance policy and the latest survey report.
- Declaration of conformity, builder's plate details and owner's manual.
- Serial numbers and service records for engines and main equipment.
- Invoices for major repairs and refits.
- For a foreign-flagged boat, the transit log and related papers.
Digital and printed
A scanned copy is kept ashore and a printed copy aboard. The digital copy lets papers be shared quickly by email; the printed copy is ready when formalities are done aboard. Both are arranged in the same order.
Keeping it current
The kit is updated when a policy is renewed, a service done or a document changes. An expired document reduces the kit's reliability.
At sale
A complete document kit is the first thing a buyer and their surveyor ask for; it speeds up the sale and supports the boat's value.
Preparing it
The first time, putting the kit together takes a few hours; keeping it current afterwards takes minutes.
An index
A one-page index at the front, listing each document with its date, shows at a glance what is there and what needs renewing next.
Sharing
When sharing with a buyer, share only what is needed at each stage; financial and personal papers can wait until the deal is close.
If a document is lost, the digital copy and index show quickly which body to ask for a replacement and how.
The kit lives with the boat: every new job, document and renewed policy becomes part of it. When the boat is sold, it passes to the new owner with the keys, so the history continues unbroken from one owner to the next.
A new owner builds their kit straight away from the papers received from the seller, listing and chasing any gaps within the first month.
A yearly check
Once complete, the kit is reviewed once a year at the start of the season, and documents nearing expiry are noted. Policy renewal, transit log validity and service intervals are the dates most worth watching, since each can hold up a trip if it lapses unnoticed.
Then renew in good time.
A calendar reminder a month before each expiry date is the simplest way to stay ahead of renewals.