Prepare the lease and occupancy disclosure where the franchisee occupies franchisor premises
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the head lease, any sublease or occupancy arrangement and the franchisor’s records, assemble the documents the franchisee must receive and list every incentive or financial benefit the franchisor or an associate receives because of the lease, with the document it comes from.
- What the lawyer must review
- The lawyer confirms whether the franchisee will lease, sublease or occupy franchisor-controlled premises, checks the incentive list against the head lease and side letters, decides how incentives are described, and confirms the documents are given when the Code requires.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | From the head lease, any sublease or occupancy arrangement and the franchisor’s records, assemble the documents the franchisee must receive and list every incentive or financial benefit the franchisor or an associate receives because of the lease, with the document it comes from. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm whether the 2025 Code applies to this franchise and which provisions are in force on the date of the step, before the template or checklist is used.
- Check the head lease, variations and side letters for incentives, not only the lease itself.
- Confirm the associate relationships of every landlord-side entity.
- Confirm delivery of the pack is recorded.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Franchise lease and other agreement disclosure times | Checklist | AI use Yellow | Checklist of when the ACCC page says a franchisor must give lease, occupancy and other agreement documents to a franchisee or prospective franchisee. |
Signed-in accounts can read the full text of each one. All precedents.
Sources
- ACCC, Leasing and other agreements related to a franchise · 2026-10-18
- ACCC, Information and document obligations under the franchising code · 2026-10-18
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.
Related tasks
Draft or review a franchise disclosure document against the prescribed headingsCheck the franchisor's disclosure and any registration the jurisdiction requiresDraft or review a franchise agreement from the disclosure and the term sheetBuild a franchisee due-diligence issues list from the disclosure pack