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Template Data Audit (tenants, residents and guarantors) for Residential Lettings Agencies

Data Audit (tenants, residents and guarantors)


This Data Audit for Residential Lettings Agencies (tenants, residents and guarantors) is designed to help letting agents comply with their obligations under the UK's data protection legislation, which consists primarily of the UK GDPR and Data Protection Act 2018. This document has been updated in line with the UK GDPR and is ready for use from the start of 2021.

The aim of the audit is to help letting agents to identify what data is held in respect of tenants, residents and guarantors, why it is held and on what lawful basis. The audit should also record what data is shared with third parties and the reason for the data sharing. The completed Data Audit can be used to form the basis of a Residential Lettings Agencies’ Privacy Notice.

The template includes example entries based on the kind of data a typical residential letting agent might be handling. Customers must adapt the template to reflect their own practices.

For guidance and more detailed background information, please refer to our Data Protection Guidance Notes for Residential Lettings Agencies.

This Data Audit is in open format. Either enter the requisite details in the highlighted fields or adjust the wording to suit your purposes.

Once you have purchased access to the appropriate document folder click on the “Download Document” link below. You will be asked what you want to do with the file. It is recommended that you save the document to a location of your choice prior to viewing.

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