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residential / Trust and privacy

Share only the personal details a viewing needs

AI-generated property illustration
AI-generated illustration, not a photograph of an available property.

An enquiry does not automatically need every identity document. Ask why information is requested and use an appropriate secure channel.

Why this matters

Trust is strengthened by verifiable identities, limited sharing and clear records. No checklist can guarantee that a transaction is genuine; pause and verify when information does not line up.

Share only what is necessary

  1. Ask why information is needed and who will receive it.
  2. Use the intended private channel, not a public listing description.
  3. Keep a record of requests and raise concerns through the relevant official channels.

A practical example

A viewing discussion does not require publishing an applicant's identity document in a group chat. Confirm the purpose and recipient before sharing personal information.

Hypothetical example, not a customer account or a statement about an available unit.

Your next step

Identify the purpose of each requested detail and avoid posting documents in public groups.

Can this task be completed with less personal information?

Record the answer

Use the exact property reference and date. Write what you observed, who supplied any other information, and what remains unconfirmed. Before relying on an answer, consider whether a photo, written agreement or qualified assessment is needed.

References and limits

Official resources for further verification are below. They provide context, not proof that every editorial suggestion is a legal requirement. Source catalogue checked 18 October 2026; this is not a promise that future rules will remain unchanged.

Practical education, not legal, tax, valuation or safety certification. Verify current requirements and seek appropriately qualified advice for your circumstances.

Put the checklist to work

Use these questions when viewing a home or assessing business premises.

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