Switching package

Changing manager, without the disruption.


Moving a yacht from one manager to another is mostly paperwork, data and timing. Done badly, it leaves gaps in certification, maintenance history and crew records. Our switching package plans and runs the handover — at no charge when you appoint us.

How it works

Five steps, one plan.


  1. Confidential review

    We review your current management arrangements, notice periods and the yacht’s certificate status. (We are not lawyers; we will tell you when you need one.)

  2. Handover plan

    A written timeline that avoids certificate gaps, planned around surveys, yard periods and the season.

  3. Records transfer

    We work with the outgoing manager to transfer certificates, safety management records, maintenance data, crew files and supplier accounts.

  4. Notifications

    We co-ordinate notifications to flag, class, insurers and key suppliers, and update contacts and approvals.

  5. First 90 days

    A technical review in the first 90 days, so that both you and we know exactly where the yacht stands.

What is included free


  • Contract and certificate status review
  • Written handover plan and timeline
  • Liaison with the outgoing manager
  • Transfer and indexing of records and data, in the yacht’s existing formats
  • Flag, class, insurer and supplier notifications
  • A first-90-days technical review report

Conditions


  • Available when you appoint us under a 12-month management agreement on any of our tiers
  • For yachts under 500 GT and of 500 GT and over, charter and private
  • Third-party costs (flag, class, travel) are passed through at cost
  • Where we take over the safety management system, we review it and agree the changeover date with the master

Next step

Thinking of switching?

A short, confidential conversation costs nothing. We will tell you honestly whether a change makes sense.