Do estate agents need a privacy policy?
Yes — and estate agents face some of the most complex data protection requirements of any profession. You hold buyer, seller, landlord and tenant personal data, conduct AML identity checks, process financial information and carry out Right to Rent checks. A comprehensive privacy policy is legally essential.
Estate Agents specific
Estate agents are required by law to conduct AML checks on clients. Your privacy policy must specifically address what identity information is collected, how it is stored and how long it is retained — typically 5 years after the transaction completes.
What should an estate agent’s privacy policy cover?
- Buyer, seller, landlord and tenant personal data
- Property valuation reports and viewing records
- Anti-money laundering identity verification
- Right to Rent documentation
- Mortgage and financial referral information
- CRM and property portal data (Rightmove, Zoopla)
- Marketing and email newsletter data
- CCTV in office premises
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Frequently asked questions
Does it cover AML checks for property sales?
Yes — identity verification data, retention periods and client rights under AML regulations are specifically addressed.
What about Rightmove and Zoopla data?
Property portals process enquirer data. Your policy should reference the portals you use and how enquiry data is handled.
Do we need to cover Right to Rent checks?
Yes — Right to Rent documentation for rental properties must be included with appropriate retention periods.
How long must we keep AML records?
AML regulations require identity verification records to be kept for 5 years after the transaction or client relationship ends.
What about applicant data for properties that don’t sell?
Data collected from applicants who don’t proceed must be handled correctly. Your policy will include retention periods for unconverted enquiry data.
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