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Resource 01 / South African context

Information.Handled with care.

POPIA checklist for estate agencies (South Africa).

Three printable pages of practical steps for looking after the personal information of buyers, sellers, tenants, landlords and staff. Tick off what you have done, and plan the rest.

What is inside

Eight areas to review.

Topic previews. The checklist itself is sent through the request below.

  1. Appointing and registering your Information Officer

  2. Keeping a record of what personal information you hold, and why

  3. Getting and recording consent for marketing

  4. Securing client documents: access, encryption and backups

  5. Agreements with your software and service suppliers

  6. A breach response plan

  7. Retention and deletion

  8. Handling requests from clients about their information

Operating outside South Africa? POPIA is South African law, so this checklist is for agencies in South Africa. Tell us about your market.

This checklist is general information, not legal advice. Check your obligations with a qualified adviser or the Information Regulator.

Get the checklist

Make the first review easier.

Practical guidance for the South African context, not legal advice or a compliance certification. We email you the link, and every email has a link to remove your details.

Your checklist is ready.

We have also emailed you a copy of the link.

Download the checklist (PDF, 3 pages)

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Download the checklist (PDF, 3 pages)

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