Fundamentals of POPI

Seminar Information

Many areas, such as Operations, IT, Marketing and HR will need to align their processes to ensure the business is compliant with POPI.

The following topics will be covered:

  1. The purpose of POPI.
  2. When POPI will apply, and when not.
  3. When to grant or refuse clients access to their information.
  4. In which instances businesses will need to ask clients to opt-out of communications.
  5. The obligations on the business when collecting personal information.
  6. The responsibilities when processing client information.
  7. Security needed to safeguard client information.
  8. When client information can be kept and when it must be destroyed.
  9. The person in the business who is accountable for POPI.
  10. How POPI will be monitored and enforced.

On completion of the seminar, you will be able to:

  • Understand the purpose of the Act and the obligations on the business and its people.
  • Comply with the Act in terms of access, collection and use of personal information.
  • Ensure personal information is securely stored or effectively destroyed.
  • Be aware of the importance of compliance and the consequences of non-compliance.
  • Identify the activities that are needed to ensure compliance in all your business practices.
  • Practically implement POPI.

CPD hours:

  • FSPs, Key Individuals and Representatives who attend this seminar will earn 3 CPD hours towards maintaining their competence requirements.
  • FPI members will be able to earn 3 CPD hours in the Ethics and Practice Standards category.

Cost for members: R425,00 (incl VAT)
Cost for non-members: R850,00 (incl VAT)

How will attendees benefit

The Protection of the Personal Information Act (POPI) is South Africa’s new data protection law, and governs every aspect of processing personal information. After the law comes into full effect, which is expected in 2018, businesses and individuals will have one year to comply with the extensive conditions set out by the Act. For this reason, an understanding of POPI and how to be compliant is essential.

By attending this POPI seminar, you will not only be able to identify the duties and responsibilities required to be POPI compliant, but also develop an understanding of best practices for processing personal information, and protecting people’s right to privacy.

Accredited by the Financial Planning Institute of Southern Africa (FPI)


A national supplier of risk management services to independent financial advisors and other licensed financial service providers (FSPs). Established in 2004, we help our clients overcome their risk management challenges so they can grow and thrive in an increasingly regulated industry. Providing professional guidance and practical support, our team of specialists is passionately committed to delivering tangible solutions.

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